Civic Intelligence

Catholic Education Partners Foundation

990 • Fiscal year 2020 • EIN 82-3767554

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 08, 2021

Organization ProfileCATHOLICEDPARTNERS.ORG
PO Box 2065Stillwater, MN 55082

(651) 270-6300

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$87,929

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 51.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.6%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$285,929

Down $23,386 (-7.6%) from 2019

Net Assets

Down

$285,929

Down $23,386 (-7.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin25th percentile

Revenue

Down

$170,113

Down $332,422 (-66%) from 2019

Expenses

Up

$193,499

Up $279 (+0.1%) from 2019

Net Income

Down

-$23,386

Down $332,701 (-108%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$400K$300K$200K$100K$0Assets 2019: $309,315Liabilities 2019: $0Net Assets 2019: $309,3152019Assets 2020: $285,929Liabilities 2020: $0Net Assets 2020: $285,9292020Assets 2021: $348,998Liabilities 2021: $0Net Assets 2021: $348,9982021Assets 2022: $231,310Liabilities 2022: $1,500Net Assets 2022: $229,8102022Assets 2023: $104,882Liabilities 2023: $0Net Assets 2023: $104,8822023Assets 2024: $53,227Liabilities 2024: $0Net Assets 2024: $53,2272024

Highlighted filing

2020

Assets$285,929
Liabilities$0
Net Assets$285,929
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2019: $502,535Expenses 2019: $193,220Net Income 2019: $309,3152019Revenue 2020: $170,113Expenses 2020: $193,499Net Income 2020: -$23,3862020Revenue 2021: $294,067Expenses 2021: $230,998Net Income 2021: $63,0692021Revenue 2022: $97,569Expenses 2022: $216,757Net Income 2022: -$119,1882022Revenue 2023: $39,032Expenses 2023: $163,960Net Income 2023: -$124,9282023Revenue 2024: $107,010Expenses 2024: $158,665Net Income 2024: -$51,6552024

Highlighted filing

2020

Revenue$170,113
Expenses$193,499
Net Income-$23,386
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 8, 2021
Return Version
2020v4.0
Gross Receipts
$170,113
Mission and Program Overview

Mission

To serve the catholic community by advancing public policy that empowers families and children to enjoy the benefits of a catholic education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$281,645$246,258▼ $35,387
Pledges and Grants Receivable-$25,000-
Cash and Non-Interest-Bearing Accounts$23,015$13,372▼ $9,643
Land, Buildings, and Equipment, Net$4,655$824▼ $3,831
Prepaid Expenses and Deferred Charges-$475-
Total Assets$309,315$285,929▼ $23,386
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$309,315$285,929▼ $23,386
Total Net Assets Fund Balance$309,315$285,929▼ $23,386
Total Liabilities and Net Assets / Fund Balance$309,315$285,929▼ $23,386

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$824$353$1,177
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawn M PetersonExecutive DiFT$80,652$7,277$87,929

Board Members and Trustees

NameTitle
Archbishop Joseph E KurtzChairman
Archbishop George J LucasVice-chairma
Mr John SchoenigBoard Member
Mr Michael OrtnerBoard Member
Ms Mary Pat DonoghueBoard Member
Sister John Mary FlemingSecretary
Mr Daniel S PetersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$170,000
Program Service Revenue
$0
Investment Income
$113
Other Revenue
$0
All Other Contributions
$170,000
Change in Net Assets
$-23,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$133,665
Other Expenses$59,834
Total Fundraising Expense$32,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$56,456$8,065$16,131$80,652
Other Salaries and Wages$26,730$3,819$7,636$38,185
Advertising$13,099--$13,099
Payroll Taxes$6,881$983$1,966$9,830
Fees for Services Legal-$7,963-$7,963
Fees for Services Other$7,500--$7,500
Information Technology$4,582$654$1,309$6,545
Office Expenses$4,427$632$1,265$6,324
Other Employee Benefits$3,499$500$999$4,998
Fees for Services Accounting-$4,225-$4,225
Occupancy$2,765$395$790$3,950
Travel$1,993$285$569$2,847
Insurance$1,975$282$564$2,821
Depreciation Depletion$537$77$153$767
Other Expenses$301$43$86$430
Conferences and Meetings$299--$299
Total Functional Expenses$133,189$28,229$32,081$193,499
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed internally by the executive director and by external legal counsel. Final draft reviewed by board of directors.”

Form 990, Page 6, Part VI, Line 12C

“The executive director distributes the conflict of interest policy annually. Directors, officers, and employees are required to disclose any activities that may constitute a conflict. Agreements are reviewed for potential conflicts before they are executed.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews and reconsiders the executive director's compensation on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“Catholic education partners foundation makes all of the documents that are legally required for disclosure available upon request.”

Filing and Contact Details

Filer

Filer Name
Catholic Education Partners
EIN
82-3767554
Phone
6512706300
Address
PO BOX 2065, STILLWATER, MN 55082

Signing Officer

Name
Shawn M Peterson
Title
Executive Director
Phone
6512706300
Signed
2021-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shawn M Peterson
Formed
2018
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
2

Preparer

Firm
Jansen Valk Thompson & Reahm Pc
Address
7171 STADIUM DR, KALAMAZOO, MI 49009-4943
Preparer
Rhonda L Newman
Phone
2693817600
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR DISTRIBUTES THE CONFLICT OF INTEREST POLICY ANNUALLY. DIRECTORS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTIVITIES THAT MAY CONSTITUTE A CONFLICT. AGREEMENTS ARE REVIEWED FOR POTENTIAL CONFLICTS BEFORE THEY ARE EXECUTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS AND RECONSIDERS THE EXECUTIVE DIRECTOR'S COMPENSATION ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATHOLIC EDUCATION PARTNERS FOUNDATION MAKES ALL OF THE DOCUMENTS THAT ARE LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-08
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ReturnHeader/ReturnTs02021-12-20T15:59:13-06:00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,929
Liabilities
$0
Net assets
$285,929
Revenue
$170,113
Expenses
$193,499
Net income
-$23,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.07$1.59$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.39$1.64$1.25
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.02$2.30$0.98$2.17$1.19
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$2.94$2.31$0.63
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$1.70$1.93$0.23
2019Summary only. Only limited summary data is available for this year.$3.09$0.00$3.09$5.03$1.93$3.09