Civic Intelligence

St Mary of the Assumption Preservation Group Inc

EIN 84-2775944 • 501(c)3 • Oswego, NY

Profile

To promote the identity of st. Mary of the assumption as a catholic sacred and cultural site for the people of oswego and the surrounding area and to inspire the next generation of catholics in oswego an appreciation, respect, and desire for involvement, promotion, and preservation of st. Mary of the assumption catholic church and the built catholic heritage in the community.

63 State Route 104AOswego, NY 13126

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

79th percentile

43%

Higher net margin than 79% of similar nonprofits.

NTEE X22 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE X22 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

9.8%

Faster asset growth than 60% of similar nonprofits.

NTEE X • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

407%

Faster revenue growth than 98% of similar nonprofits.

NTEE X • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,849

Up $5,504 (+9.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$61,849

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$12,759

Up $10,244 (+407%) from 2024

Expenses

Up

$7,255

Up $1,858 (+34%) from 2024

Net Income

Up

$5,504

Up $8,386 (+291%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$80K$60K$40K$20K$0Assets 2020: $40,717Net Assets 2020: $40,7172020Assets 2021: $44,976Net Assets 2021: $44,9762021Assets 2022: $48,957Net Assets 2022: $48,9572022Assets 2023: $59,227Liabilities 2023: $02023Assets 2024: $56,345Liabilities 2024: $02024Assets 2025: $61,849Net Assets 2025: $61,8492025

Highlighted filing

2025

Assets$61,849
Liabilities-
Net Assets$61,849
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $47,263Expenses 2020: $6,546Net Income 2020: $40,7172020Revenue 2021: $22,963Expenses 2021: $18,704Net Income 2021: $4,2592021Revenue 2022: $20,903Expenses 2022: $16,922Net Income 2022: $3,9812022Revenue 2023: $18,946Expenses 2023: $8,676Net Income 2023: $10,2702023Revenue 2024: $2,515Expenses 2024: $5,397Net Income 2024: -$2,8822024Revenue 2025: $12,759Expenses 2025: $7,255Net Income 2025: $5,5042025

Highlighted filing

2025

Revenue$12,759
Expenses$7,255
Net Income$5,504
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$61,849
Liabilities
-
Net assets
$61,849
Revenue
$12,759
Expenses
$7,255
Net income
$5,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.8$61.8$12.8$7.26$5.50
2024Summary only. Only limited summary data is available for this year.$56.3$0.00$2.52$5.40$2.88
2023Summary only. Only limited summary data is available for this year.$59.2$0.00$18.9$8.68$10.3
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.0$49.0$20.9$16.9$3.98
2021Detailed filing. Detailed filing data is available for this year.$45.0$45.0$23.0$18.7$4.26
2020Detailed filing. Detailed filing data is available for this year.$40.7$40.7$47.3$6.55$40.7
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$23,663
Mission and Program Overview

Mission

To promote the identity of st. Mary of the assumption as a catholic sacred and cultural site for the people of oswego and the surrounding area and to inspire the next generation of catholics in oswego an appreciation, respect, and desire for involvement, promotion, and preservation of st. Mary of the assumption catholic church and the built catholic heritage in the community.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE IDENTITY OF ST. MARY OF THE ASSUMPTION AS A CATHOLIC SACRED AND CULTURAL SITE FOR THE PEOPLE OF OSWEGO AND THE SURROUNDING AREA AND TO INSPIRE THE NEXT GENERATION OF CATHOLICS IN OSWEGO AN APPRECIATION, RESPECT, AND DESIRE FOR INVOLVEMENT, PROMOTION, AND PRESERVATION OF ST. MARY OF THE ASSUMPTION CATHOLIC CHURCH AND THE BUILT CATHOLIC HERITAGE IN THE COMMUNITY.--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIE PAULDINEPresident-$0--
BYRON SMITHVice President-$0--
VALERIE BURDITTSecretary-$0--
MICHELE MERRITTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yard Sale$5,884$5,884-$5,884
Total Events$5,884$5,884-$5,884
Filing and Contact Details

Filer

Filer Name
St Mary of the Assumption Preservation
EIN
84-2775944
Phone
3158061312
Address
63 STATE ROUTE 104A, OSWEGO, NY 13126

Signing Officer

Name
Michele Merritt
Title
Treasurer
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rj Caruso Tax & Accounting
Address
364 EAST AVE, OSWEGO, NY 13126
Preparer
Chad W Holbert
Phone
3153424900
Supplemental Narrative

Additional Explanations

Other Expenses.1

“ORGANIST $8325”

Other Expenses.2

“Green Light Project $6208”

Other Expenses.3

“Repairs & Maintenance $2626”

Other Expenses.4

“Gifts $590”

Other Expenses.5

“SMALL EQUIPMENT $505”

Raw XML Appendix128 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/PersonNm0MICHELE MERRITT
IRS990EZ/BooksInCareOfDetail/PhoneNum03158061312
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt063 STATE ROUTE 104A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OSWEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040717
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044976
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07050
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04259
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040717
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044976
IRS990EZ/FundraisingGrossIncomeAmt016613
IRS990EZ/GrossReceiptsAmt023663
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040717
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044976
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040717
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044976
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTIE PAULDINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BYRON SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VALERIE BURDITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELE MERRITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018254
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE IDENTITY OF ST. MARY OF THE ASSUMPTION AS A CATHOLIC SACRED AND CULTURAL SITE FOR THE PEOPLE OF OSWEGO AND THE SURROUNDING AREA AND TO INSPIRE THE NEXT GENERATION OF CATHOLICS IN OSWEGO AN APPRECIATION, RESPECT, AND DESIRE FOR INVOLVEMENT, PROMOTION, AND PRESERVATION OF ST. MARY OF THE ASSUMPTION CATHOLIC CHURCH AND THE BUILT CATHOLIC HERITAGE IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE IDENTITY OF ST. MARY OF THE ASSUMPTION AS A CATHOLIC SACRED AND CULTURAL SITE FOR THE PEOPLE OF OSWEGO AND THE SURROUNDING AREA AND TO INSPIRE THE NEXT GENERATION OF CATHOLICS IN OSWEGO AN APPRECIATION, RESPECT, AND DESIRE FOR INVOLVEMENT, PROMOTION, AND PRESERVATION OF ST. MARY OF THE ASSUMPTION CATHOLIC CHURCH AND THE BUILT CATHOLIC HERITAGE IN THE COMMUNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0700
IRS990EZ/SpecialEventsNetIncomeLossAmt015913
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018704
IRS990EZ/TotalRevenueAmt022963
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0YARD SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt05884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05884
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIST $8325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Green Light Project $6208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Repairs & Maintenance $2626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gifts $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SMALL EQUIPMENT $505
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE MERRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY OF THE ASSUMPTION PRESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0842775944
ReturnHeader/Filer/PhoneNum03158061312
ReturnHeader/Filer/USAddress/AddressLine1Txt063 STATE ROUTE 104A
ReturnHeader/Filer/USAddress/CityNm0OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161375024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RJ CARUSO TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0364 EAST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013126
ReturnHeader/PreparerPersonGrp/PhoneNum03153424900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad W Holbert
ReturnHeader/ReturnTs02021-11-10T04:42:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERRITT
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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