Civic Intelligence

St Mary'S Catholic Education Foundation

990EZ • Fiscal year 2014 • EIN 84-1516506

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

PO Box 921080932

(719) 635-7540

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$189,696

Up $28,853 (+18%) from 2013

Net Assets

$189,696

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$50,542

Up $17,956 (+55%) from 2013

Expenses

Up

$36,579

Up $18,971 (+108%) from 2013

Net Income

Down

$13,963

Down $1,015 (-6.8%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $157,926Liabilities 2011: $02011Assets 2012: $134,296Liabilities 2012: $0Net Assets 2012: $134,2962012Assets 2013: $160,843Liabilities 2013: $02013Assets 2014: $189,696Liabilities 2014: $0Net Assets 2014: $189,6962014Assets 2015: $211,281Liabilities 2015: $0Net Assets 2015: $211,2812015Assets 2016: $227,635Liabilities 2016: $1,000Net Assets 2016: $226,6352016Assets 2017: $244,768Liabilities 2017: $0Net Assets 2017: $244,7682017Assets 2018: $272,193Liabilities 2018: $0Net Assets 2018: $272,1932018Assets 2019: $299,344Liabilities 2019: $0Net Assets 2019: $299,3442019Assets 2020: $321,835Liabilities 2020: $0Net Assets 2020: $321,8352020Assets 2021: $758,499Liabilities 2021: $0Net Assets 2021: $758,4992021Assets 2022: $859,176Liabilities 2022: $0Net Assets 2022: $859,1762022Assets 2023: $1,257,769Liabilities 2023: $0Net Assets 2023: $1,257,7692023Assets 2024: $1,569,092Liabilities 2024: $0Net Assets 2024: $1,569,0922024

Highlighted filing

2014

Assets$189,696
Liabilities$0
Net Assets$189,696

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $16,628Expenses 2011: $10,301Net Income 2011: $6,3272011Revenue 2012: $5,316Expenses 2012: $22,001Net Income 2012: -$16,6852012Revenue 2013: $32,586Expenses 2013: $17,608Net Income 2013: $14,9782013Revenue 2014: $50,542Expenses 2014: $36,579Net Income 2014: $13,9632014Revenue 2015: $61,091Expenses 2015: $32,434Net Income 2015: $28,6572015Revenue 2016: $23,225Expenses 2016: $13,843Net Income 2016: $9,3822016Revenue 2017: $18,170Expenses 2017: $13,619Net Income 2017: $4,5512017Revenue 2018: $10,777Expenses 2018: $14,725Net Income 2018: -$3,9482018Revenue 2019: $11,909Expenses 2019: $15,687Net Income 2019: -$3,7782019Revenue 2020: $15,108Expenses 2020: $12,677Net Income 2020: $2,4312020Revenue 2021: $360,961Expenses 2021: $14,420Net Income 2021: $346,5412021Revenue 2022: $295,156Expenses 2022: $34,449Net Income 2022: $260,7072022Revenue 2023: $252,056Expenses 2023: $17,724Net Income 2023: $234,3322023Revenue 2024: $235,784Expenses 2024: $63,278Net Income 2024: $172,5062024

Highlighted filing

2014

Revenue$50,542
Expenses$36,579
Net Income$13,963
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$50,542
Mission and Program Overview

Mission

Provide financial support in furtherance of secondary Catholic education in Colorado Springs, Colorado and the surrounding area.

Program Services

DescriptionGrantsExpenses
Provide opportunities for Catholic education, including financial support to catholic schools and tuition assistance to individuals attending Catholic schools.$0$33,192
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg GarciaChairPT$0--
Lee MaddenTreasurer/SecretaryPT$0--
John StinarLegal CounselPT$0--
Sue RossDirectorPT$0--
George UlrichDirector-$0--
Michael PepperVice-Chair-$0--
Randy CloudDirector-$0--
Matt WalterDevelopment Director-$0--
John KrausSchool Board President-$0--
Filing and Contact Details

Filer

EIN
84-1516506
Phone
7196357540

Signing Officer

Name
Lee Madden
Title
Treasurer
Phone
7196357540
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Greg Papineau CPA
Phone
7195799090
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Interest and Dividend Income. Amount: 3,754.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: St. Mary's High School. Grantee Address: P.O. Box 9210 Colorado Springs, CO 80932. Grantee Relationship: Supported Organization. Property Description: Cash. Date of Gift: 12/31/13. Amount Given: 33,192.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Brokerage Fees. Amount: 1,285. Description: Supplies. Amount: 1,352. Total to Form 990-EZ, line 16: 2,637.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Unrealized Gain on Investments. Amount: 14,890.

Raw XML Appendix193 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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IRS990EZ/BooksInCareOfDetail/USAddress/City0Colorado Springs
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode080932
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lee Madden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Stinar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sue Ross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4George Ulrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michael Pepper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Randy Cloud
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Matt Walter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8John Kraus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer/Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Legal Counsel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Development Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8School Board President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt014890
IRS990EZ/OtherExpensesTotalAmt02637
IRS990EZ/OtherRevenueTotalAmt03754
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide financial support in furtherance of secondary Catholic education in Colorado Springs, Colorado and the surrounding area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide opportunities for Catholic education, including financial support to catholic schools and tuition assistance to individuals attending Catholic schools.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033192
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036579
IRS990EZ/TotalProgramServiceExpensesAmt033192
IRS990EZ/TotalRevenueAmt050542
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0179479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02223
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02828
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0109
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05162
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03754
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03279
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02088
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09121
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62630
IRS990ScheduleA/PublicSupportPY170Pct00.66580
IRS990ScheduleA/PublicSupportTotal170Amt0121360
IRS990ScheduleA/SubstantialContributorsTotAmt058119
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088581
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0179479
IRS990ScheduleA/TotalSupportAmt0193762
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/ExplanationTxt0Description: Interest and Dividend Income. Amount: 3,754.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: St. Mary's High School. Grantee Address: P.O. Box 9210 Colorado Springs, CO 80932. Grantee Relationship: Supported Organization. Property Description: Cash. Date of Gift: 12/31/13. Amount Given: 33,192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Brokerage Fees. Amount: 1,285. Description: Supplies. Amount: 1,352. Total to Form 990-EZ, line 16: 2,637.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Unrealized Gain on Investments. Amount: 14,890.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Madden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07196357540
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10St Mary's Catholic Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0841516506
ReturnHeader/Filer/PhoneNum07196357540
ReturnHeader/Filer/USAddress/AddressLine10PO Box 9210
ReturnHeader/Filer/USAddress/City0Colorado Springs
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080932
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840884124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BiggsKofford PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10630 Southpointe Court Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode080906
ReturnHeader/PreparerPersonGrp/PhoneNum07195799090
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Papineau CPA
ReturnHeader/ReturnTs02014-11-12T14:55:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.24$0.06$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.25$0.02$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.30$0.03$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.36$0.01$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.02$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.02$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.05$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$0.03$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.01$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.02$0.01$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits