Civic Intelligence

Notre Dame Priory Inc

EIN 81-4071739 • 501(c)3 • Shelbyville, KY

Profile

Support of monastic life in the benedictine tradition through retreats and grants.

468 Locust Grove RoadShelbyville, KY 40065-9246

www.notredamemonastery.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-38%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-63%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$58,375

Down $11,652 (-17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$58,375

Down $11,652 (-17%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin17th percentile

Revenue

Down

$30,501

Down $51,924 (-63%) from 2022

Expenses

Down

$42,153

Down $88,558 (-68%) from 2022

Net Income

Up

-$11,652

Up $36,634 (+76%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$150K$100K$50K$0Assets 2019: $60,434Liabilities 2019: $0Net Assets 2019: $60,4342019Assets 2020: $74,531Liabilities 2020: $0Net Assets 2020: $74,5312020Assets 2021: $118,313Liabilities 2021: $0Net Assets 2021: $118,3132021Assets 2022: $70,027Liabilities 2022: $0Net Assets 2022: $70,0272022Assets 2023: $58,375Liabilities 2023: $0Net Assets 2023: $58,3752023

Highlighted filing

2023

Assets$58,375
Liabilities$0
Net Assets$58,375
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $62,784Expenses 2019: $54,171Net Income 2019: $8,6132019Revenue 2020: $85,870Expenses 2020: $71,773Net Income 2020: $14,0972020Revenue 2021: $62,487Expenses 2021: $18,705Net Income 2021: $43,7822021Revenue 2022: $82,425Expenses 2022: $130,711Net Income 2022: -$48,2862022Revenue 2023: $30,501Expenses 2023: $42,153Net Income 2023: -$11,6522023

Highlighted filing

2023

Revenue$30,501
Expenses$42,153
Net Income-$11,652
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,375
Liabilities
$0
Net assets
$58,375
Revenue
$30,501
Expenses
$42,153
Net income
-$11,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.31$0.42$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.82$1.31$0.48
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.62$0.19$0.44
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.86$0.72$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.63$0.54$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$30,501
Mission and Program Overview

Mission

Support of monastic life in the benedictine tradition through retreats and grants.

Program Services

DescriptionGrantsExpenses
LIVE RETREATS FOR MEN AND WOMEN TO DEEPEN THEIR CHRISTIAN FAITH PRESENTED IN USA.-$23,159
BOOKS AND PUBLICATIONS TO TEACH BENEDICTINE PRACTICES AND IMPROVE RELIGIOUS UNDERSTANDING. IT IS THE PRIMARY COMMUNICATION WITH PERSONS INTERESTED IN THE MONASTIC LIFE FOR A DEEPER RELIGOUS LIFE.-$18,994
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE NOONAN SCHAEFFERAsst Secreta-$0--
DAVID BRUGGEMANDirector-$0--
TOMAS CANNAVODirector-$0--
ROBERT NOONANPresident/Di-$0--
Filing and Contact Details

Filer

Filer Name
Notre Dame Priory Inc
EIN
81-4071739
Phone
5025483837
Address
468 LOCUST GROVE ROAD, SHELBYVILLE, KY 40065-9246

Signing Officer

Name
Rose Noonan Schaeffer
Title
Asst Secretary
Phone
5025483837
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bowden & Wood Pllc
Address
304 MIDDLETOWN PARK PLACE, LOUISVILLE, KY 40243-2555
Preparer
Mark a Schaeffer
Phone
5025830262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“Support of monastic life in the benedictine tradition through retreats and grants.”

Raw XML Appendix114 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROSE NOONAN SCHAEFFER
IRS990EZ/BooksInCareOfDetail/PhoneNum05025483837
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0468 LOCUST GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELBYVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058375
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022010
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11652
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt042153
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070027
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058375
IRS990EZ/GrossReceiptsAmt030501
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070027
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058375
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070027
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058375
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSE NOONAN SCHAEFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID BRUGGEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOMAS CANNAVO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT NOONAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ASST SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT/DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF MONASTIC LIFE IN THE BENEDICTINE TRADITION THROUGH RETREATS AND GRANTS.
IRS990EZ/ProgramServiceRevenueAmt08491
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOOKS AND PUBLICATIONS TO TEACH BENEDICTINE PRACTICES AND IMPROVE RELIGIOUS UNDERSTANDING. IT IS THE PRIMARY COMMUNICATION WITH PERSONS INTERESTED IN THE MONASTIC LIFE FOR A DEEPER RELIGOUS LIFE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LIVE RETREATS FOR MEN AND WOMEN TO DEEPEN THEIR CHRISTIAN FAITH PRESENTED IN USA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018994
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123159
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042153
IRS990EZ/TotalProgramServiceExpensesAmt042153
IRS990EZ/TotalRevenueAmt030501
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NOTREDAMEMONASTERY.ORG
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT OF MONASTIC LIFE IN THE BENEDICTINE TRADITION THROUGH RETREATS AND GRANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE NOONAN SCHAEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05025483837
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NOTRE DAME PRIORY INC
ReturnHeader/Filer/BusinessNameControlTxt0NOTR
ReturnHeader/Filer/EIN0814071739
ReturnHeader/Filer/PhoneNum05025483837
ReturnHeader/Filer/USAddress/AddressLine1Txt0468 LOCUST GROVE ROAD
ReturnHeader/Filer/USAddress/CityNm0SHELBYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0400659246
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610713437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWDEN & WOOD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 MIDDLETOWN PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402432555
ReturnHeader/PreparerPersonGrp/PhoneNum05025830262
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A SCHAEFFER
ReturnHeader/ReturnTs02024-05-15T08:00:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHAEFFER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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