Civic Intelligence

St Mary'S Catholic Education Foundation

990EZ • Fiscal year 2020 • EIN 84-1516506

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 30, 2021

Organization Profilewww.smhscs.org
PO Box 9210Colorado Springs, CO 80932

(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.

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

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

55th percentile

7.5%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$321,835

Up $22,491 (+7.5%) from 2019

Net Assets

Up

$321,835

Up $22,491 (+7.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin65th percentile

Revenue

Up

$15,108

Up $3,199 (+27%) from 2019

Expenses

Down

$12,677

Down $3,010 (-19%) from 2019

Net Income

Up

$2,431

Up $6,209 (+164%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2020

Assets$321,835
Liabilities$0
Net Assets$321,835
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

2020

Revenue$15,108
Expenses$12,677
Net Income$2,431
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 30, 2021
Return Version
2019v5.1
Gross Receipts
$15,108
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.$12,677$12,677
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mackenzie BartaTreasurer-$0--
Michael PepperBoard Chair-$0--
Randy CloudSecretary-$0--
Filing and Contact Details

Filer

Filer Name
St Mary's Catholic Education Foundation
EIN
84-1516506
Phone
7196357540
Address
PO Box 9210, Colorado Springs, CO 80932

Signing Officer

Name
Randy Cloud
Title
Board Chair
Phone
7196357540
Signed
2021-01-30
Discuss with paid preparer
Yes

Preparer

Firm
BiggsKofford PC
Address
630 Southpointe Court Suite 200, Colorado Springs, CO 80906
Preparer
Greg Papineau CPA
Phone
7195799090
Supplemental Narrative

Additional Explanations

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

“Activity Classification: Support of Catholic Education. Grantee Name: St. Mary's High School. Grantee Address: P.O. Box 9210 Colorado Springs, CO 80932. Grantee Relationship: Supported Organization. Property Description: Cash. Method Used to Determine Book Value: Cash. Amount Given: 12,677.”

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

“Description: Unrealized Gain on Investments. Amount: 20,060.”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd00
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IRS990EZ/BooksInCareOfDetail/PhoneNum07196357540
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Colorado Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080932
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IRS990EZ/ExcessOrDeficitForYearAmt02431
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0299344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0321835
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mackenzie Barta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Pepper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Randy Cloud
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt020060
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/GrantsAndAllocationsAmt012677
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012677
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.smhscs.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069463
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89280
IRS990ScheduleA/PublicSupportPY170Pct00.68480
IRS990ScheduleA/PublicSupportTotal170Amt062015
IRS990ScheduleA/SubstantialContributorsTotAmt07448
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08444
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023225
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069463
IRS990ScheduleA/TotalSupportAmt069463
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/ExplanationTxt0Activity Classification: Support of Catholic Education. Grantee Name: St. Mary's High School. Grantee Address: P.O. Box 9210 Colorado Springs, CO 80932. Grantee Relationship: Supported Organization. Property Description: Cash. Method Used to Determine Book Value: Cash. Amount Given: 12,677.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Unrealized Gain on Investments. Amount: 20,060.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Randy Cloud
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum07196357540
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Mary's Catholic Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0841516506
ReturnHeader/Filer/PhoneNum07196357540
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 9210
ReturnHeader/Filer/USAddress/CityNm0Colorado Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080932
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840884124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BiggsKofford PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0630 Southpointe Court Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080906
ReturnHeader/PreparerPersonGrp/PhoneNum07195799090
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Papineau CPA
ReturnHeader/ReturnTs02021-02-05T11:24:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$321,835
Liabilities
$0
Net assets
$321,835
Revenue
$15,108
Expenses
$12,677
Net income
$2,431
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