Civic Intelligence

St. Monica School Endowment Trust

990 • Fiscal year 2017 • EIN 75-2730857

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization ProfileN/A
9933 Midway RoadDallas, TX 75220-1918

(214) 358-1453

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,442,892

Up $170,612 (+5.2%) from 2016

Net Assets

Up

$3,442,892

Up $170,612 (+5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin19th percentile

Revenue

Up

$165,979

Up $45,454 (+38%) from 2016

Expenses

Down

$184,731

Down $10,929 (-5.6%) from 2016

Net Income

Up

-$18,752

Up $56,383 (+75%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$3,442,892
Liabilities$0
Net Assets$3,442,892
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

2017

Revenue$165,979
Expenses$184,731
Net Income-$18,752
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$4,242,108
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$3,272,280$3,442,892▲ $170,612
Investments Other Securities$3,133,824$3,265,504▲ $131,680
Cash and Non-Interest-Bearing Accounts$138,328$177,260▲ $38,932
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$3,272,280$3,442,892▲ $170,612
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,272,280$3,442,892▲ $170,612
Total Liabilities and Net Assets / Fund Balance$3,272,280$3,442,892▲ $170,612

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,265,504--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Benjamin SalazarTrustee
David MartinTrustee
June CooperTrustee
Liesl MayersonTrustee
Mike CurtisTrustee
Nancy PoinsatteTrustee
Rev Michael GuadagnoliTrustee
Susan HaddadTrustee
Tom PetrowskiTrustee
Debbie DiazBusiness Manager
Philip RileyPrincipal
Revenue and Support

Revenue Composition

Contributions and Grants
$38,929
Program Service Revenue
$0
Investment Income
$126,460
Other Revenue
$590
All Other Contributions
$38,929
Change in Net Assets
$-18,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$161,500
Other Expenses$23,231
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$161,500--$161,500
Other Expenses-$12-$12
Total Functional Expenses$161,500$23,231$0$184,731
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MONICA'S CATHOLIC SCHOOL-501(c)(3)Operating Support$161,500
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 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
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Father Michael Guadagnoli
Formed
1955
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Judd Thomas Smith & Co Pc
Address
12222 MERIT DR SUITE 1900, DALLAS, TX 75251
Preparer
Patrick J Laubacher
Phone
9726615872
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized appreciation on investments 189,364.”

Raw XML Appendix380 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0PLAINSCAPITAL BANK WEALTH MANAGEMENT INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03265504
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0161500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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/ExplanationTxt3UNREALIZED APPRECIATION ON INVESTMENTS 189,364.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03272280
IRS990/TotalAssetsEOYAmt03442892
IRS990/TotalAssetsGrp/BOYAmt03272280
IRS990/TotalAssetsGrp/EOYAmt03442892
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt038929
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023231
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0161500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184731
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03272280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03442892
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0161500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt092479
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034571
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165979
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03272280
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03442892
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/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FATHER MICHAEL GUADAGNOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02143581453
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9F2234F0B14D9166EAD87E3A84C47DB83C35C0A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F08FF393EE50FCAAF33062D4B81949A0B27F4744
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.78.72.154
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:59:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751668928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUDD THOMAS SMITH & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012222 MERIT DR SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075251
ReturnHeader/PreparerPersonGrp/PhoneNum09726615872
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J LAUBACHER
ReturnHeader/ReturnTs02018-05-10T15:25:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,442,892
Liabilities
$0
Net assets
$3,442,892
Revenue
$165,979
Expenses
$184,731
Net income
-$18,752
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
2017Detailed filing. Detailed filing data is available for this year.$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