Civic Intelligence

St Monica School Endowment Trust

EIN 75-2730857 • 501(c)3 • Dallas, TX

Profile

Supporting and furthering the education of the children enrolled in the st. Monica catholic church school by providing facilities and an environment for learning.

9933 Midway RoadDallas, TX 75220-1918

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

134%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,438,872

Up $211,388 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,438,872

Up $211,388 (+6.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Up

$327,348

Up $187,327 (+134%) from 2023

Expenses

Up

$173,377

Up $18,993 (+12%) from 2023

Net Income

Up

$153,971

Up $168,334 (+1172%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,810,300Liabilities 2011: $0Net Assets 2011: $2,810,3002011Assets 2012: $2,790,340Liabilities 2012: $0Net Assets 2012: $2,790,3402012Assets 2013: $3,276,954Liabilities 2013: $0Net Assets 2013: $3,276,9542013Assets 2014: $3,537,307Liabilities 2014: $0Net Assets 2014: $3,537,3072014Assets 2015: $3,284,032Liabilities 2015: $0Net Assets 2015: $3,284,0322015Assets 2016: $3,272,280Liabilities 2016: $0Net Assets 2016: $3,272,2802016Assets 2017: $3,442,892Liabilities 2017: $0Net Assets 2017: $3,442,8922017Assets 2018: $3,100,333Liabilities 2018: $0Net Assets 2018: $3,100,3332018Assets 2019: $3,479,960Liabilities 2019: $0Net Assets 2019: $3,479,9602019Assets 2020: $3,504,611Liabilities 2020: $0Net Assets 2020: $3,504,6112020Assets 2021: $3,640,739Liabilities 2021: $0Net Assets 2021: $3,640,7392021Assets 2022: $2,993,049Liabilities 2022: $0Net Assets 2022: $2,993,0492022Assets 2023: $3,227,484Liabilities 2023: $0Net Assets 2023: $3,227,4842023Assets 2024: $3,438,872Liabilities 2024: $0Net Assets 2024: $3,438,8722024

Highlighted filing

2024

Assets$3,438,872
Liabilities$0
Net Assets$3,438,872
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $170,1082011Expenses 2012: $162,4062012Revenue 2013: $311,998Expenses 2013: $395,860Net Income 2013: -$83,8622013Revenue 2014: $587,373Expenses 2014: $73,486Net Income 2014: $513,8872014Revenue 2015: $166,098Expenses 2015: $181,596Net Income 2015: -$15,4982015Revenue 2016: $120,525Expenses 2016: $195,660Net Income 2016: -$75,1352016Revenue 2017: $165,979Expenses 2017: $184,731Net Income 2017: -$18,7522017Revenue 2018: $233,044Expenses 2018: $202,130Net Income 2018: $30,9142018Revenue 2019: $351,579Expenses 2019: $183,086Net Income 2019: $168,4932019Revenue 2020: $79,457Expenses 2020: $207,641Net Income 2020: -$128,1842020Revenue 2021: $632,293Expenses 2021: $236,076Net Income 2021: $396,2172021Revenue 2022: -$77,337Expenses 2022: $326,214Net Income 2022: -$403,5512022Revenue 2023: $140,021Expenses 2023: $154,384Net Income 2023: -$14,3632023Revenue 2024: $327,348Expenses 2024: $173,377Net Income 2024: $153,9712024

Highlighted filing

2024

Revenue$327,348
Expenses$173,377
Net Income$153,971
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,438,872
Liabilities
$0
Net assets
$3,438,872
Revenue
$327,348
Expenses
$173,377
Net income
$153,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.33$0.17$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.14$0.15$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.08$0.33$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.63$0.24$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.08$0.21$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.35$0.18$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.23$0.20$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$0.17$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.12$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.17$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.59$0.07$0.51
2013Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.31$0.40$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$3,945,778
Mission and Program Overview

Mission

Supporting and furthering the education of the children enrolled in the st. Monica catholic church school by providing facilities and an environment for learning.

Child development according to roman catholic principles in an atmosphere of academic excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,227,484$3,438,872▲ $211,388
Investments Other Securities$3,112,674$3,291,870▲ $179,196
Cash and Non-Interest-Bearing Accounts$114,810$147,002▲ $32,192
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,227,484$3,438,872▲ $211,388
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,227,484$3,438,872▲ $211,388
Total Liabilities and Net Assets / Fund Balance$3,227,484$3,438,872▲ $211,388

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,291,870--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bill ChurchillTrustee
Cecilia MartinTrustee
Jennifer StojakTrustee
Justine TermineTrustee
Kip KernodleTrustee
Lisa ArmstrongTrustee
Matt MckamyTrustee
Rev Michael GuadagnoliTrustee
Ryan HaasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$64,727
Program Service Revenue
$0
Investment Income
$261,271
Other Revenue
$1,350
All Other Contributions
$64,727
Change in Net Assets
$153,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$129,000
Other Expenses$44,377
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$129,000--$129,000
Other Expenses-$1,738-$1,738
All Other Expenses-$1,350-$1,350
Total Functional Expenses$129,000$44,377$0$173,377
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MONICA'S CATHOLIC SCHOOL-501(c)(3)Operating Support$129,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committee has authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the return is reviewed by the st. Monica school before it is filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are released to the st. Monica school board.”

Filing and Contact Details

Filer

Filer Name
St Monica School Endowment Trust
EIN
75-2730857
Phone
2143581453
Address
9933 MIDWAY ROAD, DALLAS, TX 75220-1918

Signing Officer

Name
Father Michael Guadagnoli
Title
Trustee
Phone
2143581453
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Father Michael Guadagnoli
Formed
1955
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Sue E Duke-crook
Phone
2142960900
Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherExpensesGrp/TotalAmt01350
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IRS990/BooksInCareOfDetail/PhoneNum02143581453
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09933 MIDWAY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/PersonNm1MATT MCKAMY
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IRS990/Form990PartVIISectionAGrp/PersonNm3JUSTINE TERMINE
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IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER STOJAK
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0750886451
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0129000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MONICA CATHOLIC SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0129000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03291870
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03291870
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0129000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MONICA'S CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0750886451
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS REVIEWED BY THE ST. MONICA SCHOOL BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE RELEASED TO THE ST. MONICA SCHOOL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03227484
IRS990/TotalAssetsEOYAmt03438872
IRS990/TotalAssetsGrp/BOYAmt03227484
IRS990/TotalAssetsGrp/EOYAmt03438872
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt064727
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044377
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0129000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0173377
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03227484
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03438872
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0129000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt099731
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0162890
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0327348
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03227484
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03438872
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09933 MIDWAY ROAD
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0752201918
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FATHER MICHAEL GUADAGNOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02143581453
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MONICA SCHOOL ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STMO
ReturnHeader/Filer/EIN0752730857
ReturnHeader/Filer/PhoneNum02143581453
ReturnHeader/Filer/USAddress/AddressLine1Txt09933 MIDWAY ROAD
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752201918
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084119
ReturnHeader/PreparerPersonGrp/PhoneNum02142960900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUE E DUKE-CROOK
ReturnHeader/ReturnTs02025-11-13T09:35:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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