Civic Intelligence

St. Monica School Endowment Trust

990 • Fiscal year 2013 • EIN 75-2730857

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization ProfileN/A
9933 Midway Road75220-1918

(214) 358-1453

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

11th percentile

-27%

Higher net margin than 11% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$3,276,954

Up $486,614 (+17%) from 2012

Net Assets

Up

$3,276,954

Up $486,614 (+17%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin11th percentile

Revenue

$311,998

No earlier filing loaded for comparison.

Expenses

Up

$395,860

Up $233,454 (+144%) from 2012

Net Income

-$83,862

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$3,276,954
Liabilities$0
Net Assets$3,276,954
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$311,998
Expenses$395,860
Net Income-$83,862
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.0
Gross Receipts
$653,621
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$2,790,340$3,276,954▲ $486,614
Investments Other Securities$2,578,675$3,200,168▲ $621,493
Cash and Non-Interest-Bearing Accounts$211,537$76,658▼ $134,879
Accounts Receivable$128$128→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,790,340$3,276,954▲ $486,614
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,790,340$3,276,954▲ $486,614
Total Liabilities and Net Assets / Fund Balance$2,790,340$3,276,954▲ $486,614

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,200,168--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Janet MedlinTrustee
Mark VehslageTrustee
Pat DulacTrustee
Patricia ThompsonTrustee
Patrick MaddenTrustee
Paul TomasoTrustee
Rev Stephen W BierschenkTrustee
Rob StoneTrustee
Marilyn HicksBusiness Manager
Philip RileyPrincipal
Revenue and Support

Revenue Composition

Contributions and Grants
$158,461
Program Service Revenue
$0
Investment Income
$153,537
Other Revenue
$0
All Other Contributions
$158,461
Change in Net Assets
$-83,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$372,465
Other Expenses$23,395
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$372,465--$372,465
Other Expenses-$1,069-$1,069
Total Functional Expenses$372,465$23,395$0$395,860
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
75-0886451-501(c)(3)Operating Support$372,465
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
Backup withholding compliance
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 11

“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

EIN
75-2730857
Phone
2143581453

Signing Officer

Name
Father Stephen W Bierschenk
Title
Trustee
Phone
2143581453
Signed
2014-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Father Stephen W Biersch
Formed
1955
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Preparer
Patrick J Laubacher
Phone
9726615872
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized appreciation on investments 570,476.”

Raw XML Appendix353 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.

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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/ExplanationTxt3UNREALIZED APPRECIATION ON INVESTMENTS 570,476.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
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IRS990/TotalAssetsEOYAmt03276954
IRS990/TotalAssetsGrp/BOYAmt02790340
IRS990/TotalAssetsGrp/EOYAmt03276954
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0158461
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023395
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0372465
IRS990/TotalFunctionalExpensesGrp/TotalAmt0395860
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02790340
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03276954
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0372465
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt061938
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt091599
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0311998
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02790340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03276954
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine109933 MIDWAY ROAD
IRS990/USAddress/City0DALLAS
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode0752201918
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FATHER STEPHEN W BIERSCHENK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02143581453
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10ST MONICA SCHOOL ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STMO
ReturnHeader/Filer/EIN0752730857
ReturnHeader/Filer/PhoneNum02143581453
ReturnHeader/Filer/USAddress/AddressLine109933 MIDWAY ROAD
ReturnHeader/Filer/USAddress/City0DALLAS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0752201918
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751668928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JUDD THOMAS SMITH & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012222 MERIT DR SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode075251
ReturnHeader/PreparerPersonGrp/PhoneNum09726615872
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J LAUBACHER
ReturnHeader/ReturnTs02014-05-06T13:32:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,276,954
Liabilities
$0
Net assets
$3,276,954
Revenue
$311,998
Expenses
$395,860
Net income
-$83,862
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