Civic Intelligence

St. John Endowment Trust Fund Inc.

EIN 86-1448469 • 501(c)3 • Oak Harbor, OH

Pub. 78 Eligible

Profile

To manage the endowment of st. John lutheran church of oak harbor, ohio, and make distributions supporting the missions and ministry of the church.

Refreshing map…

122 W Ottawa StOak Harbor, OH 43449
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-65%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.5%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$978,948

Up $84,992 (+9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$978,948

Up $84,992 (+9.5%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin6th percentile

Revenue

Up

$29,689

Up $69,376 (+175%) from 2023

Expenses

Down

$48,852

Down $1,619 (-3.2%) from 2023

Net Income

Up

-$19,163

Up $70,995 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0Assets 2021: $1,012,946Liabilities 2021: $0Net Assets 2021: $1,012,9462021Assets 2022: $813,298Liabilities 2022: $0Net Assets 2022: $813,2982022Assets 2023: $893,956Liabilities 2023: $0Net Assets 2023: $893,9562023Assets 2024: $978,948Liabilities 2024: $0Net Assets 2024: $978,9482024

Highlighted filing

2024

Assets$978,948
Liabilities$0
Net Assets$978,948
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,012,946Expenses 2021: $0Net Income 2021: $1,012,9462021Revenue 2022: -$10,637Expenses 2022: $65,991Net Income 2022: -$76,6282022Revenue 2023: -$39,687Expenses 2023: $50,471Net Income 2023: -$90,1582023Revenue 2024: $29,689Expenses 2024: $48,852Net Income 2024: -$19,1632024

Highlighted filing

2024

Revenue$29,689
Expenses$48,852
Net Income-$19,163
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$978,948
Liabilities
$0
Net assets
$978,948
Revenue
$29,689
Expenses
$48,852
Net income
-$19,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.05$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.01$0.07$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.01$0.00$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.0
Gross Receipts
$269,187
Mission and Program Overview

Mission

To manage the endowment of st. John lutheran church of oak harbor, ohio, and make distributions supporting the missions and ministry of the church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$888,518$976,214▲ $87,696
Savings and Temporary Cash Investments$5,438$2,734▼ $2,704
Total Assets$893,956$978,948▲ $84,992
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$893,956$978,948▲ $84,992
Total Net Assets Fund Balance$893,956$978,948▲ $84,992
Total Liabilities and Net Assets / Fund Balance$893,956$978,948▲ $84,992

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$813,298$3,085▲ $128,044-$893,956
2022$1,012,946$7,520▼ $141,177-$813,298
2021-$948,287▲ $64,659-$1,012,946
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Doug CeraldiPresident
Clark PriceDirector
Mike ShadoanDirector
Suzette CrollDirector
Randy PatrickSecretary
Timothy KoniecznyTreasurer
Aaron MooreVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,293
Program Service Revenue
$0
Investment Income
$27,396
Other Revenue
$0
All Other Contributions
$2,293
Change in Net Assets
$-19,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,000
Other Expenses$3,852
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,000--$45,000
Fees for Service Investment Mgmnt Fees-$2,766-$2,766
Fees for Services Accounting-$800-$800
Other Expenses-$286-$286
Total Functional Expenses$45,000$3,852$0$48,852
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St John Lutheran Church-oak HarborOak Harbor, OH501c3General Fund$22,500
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
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
No
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 fund presents a copy of this return to its 7 directors to be reviewed at its next quarterly meeting.”

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

“Each director submits a conflict of interest statement to the fund and the directors openly discuss any significant transaction/investment/and/or distribution from the fund.”

Form 990, Page 6, Part VI, Line 18

“A copy is maintained by st. John lutheran church of oak harbor, ohio, and may be reviewed upon request to the church office.”

Form 990, Page 6, Part VI, Line 19

“See question 18. The same availability applies to the fund's governing documents, conflict of interest policy, and financial statements.”

Filing and Contact Details

Filer

Filer Name
St John Endowment Trust Fund Inc
EIN
86-1448469
Phone
4198986474
Address
122 W OTTAWA ST, OAK HARBOR, OH 43449

Signing Officer

Name
Timothy Konieczny
Title
Treasurer
Phone
4198986474
Signed
2025-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Ceraldi
Formed
2021
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
MOSLEY GLICK O'BRIEN INC
Address
571 LONGBOW DR SUITE A, MAUMEE, OH 43537
Preparer
Larry D Mosley CPA
Phone
4198611120
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Funds are held and invested for the purpose of supporting the ministries of the supported organization (the church) and other missions fostered by the supported organization.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ST. JOHN LUTHERAN CHURCH OF OAK HARBOR OHIO ESTABLISHED THE ST. JOHN ENDOWMENT TRUST FUND, INC. TO MANAGE, PROTECT AND MAKE DISTRIBUTIONS FROM ITS ENDOWED FUNDS (WHICH WERE RECEIVED BY THE CHURCH OVER MANY YEARS FROM MANY CONTRIBUTIONS). ALL MEMBERS OF THE FUND'S BOARD OF TRUSTEES MUST BE MEMBERS OF THE CHURCH CONGREGATION AND THE PRESIDENT OF THE CHURCH'S COUNCIL (ITS GOVERNING BODY ELECTED BY THE CHURCH'S CONGREGATION MEMBERS) MUST BE A TRUSTEE OF THE FUND. THE FUND PROVIDES QUARTERLY FINANCIAL REPORTS TO THE CHURCH CONGREGATION. THE CHURCH'S AUDIT COMMITEE REVIEWS THE FINANCIAL STATEMENTS OF THE FUND EACH YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ST. JOHN LUTHERAN CHURCH OF OAK HARBOR OHIO ESTABLISHED THE ST. JOHN ENDOWMENT TRUST FUND, INC. TO MANAGE, PROTECT AND MAKE DISTRIBUTIONS FROM ITS ENDOWED FUNDS. THE SUPPORTED ORGANIZATION'S (CHURCH'S) MINISTRY INCLUDES SUPPORT OF OTHER ORGANIZATIONS IN ORDER TO BENEFIT NOT ONLY THE CHURCH MEMBERS, BUT ALSO THE SURROUNDING COMMUNITY. THIS SUPPORTING ORGANIZATION'S GRANTS PROVIDE THAT SAME COMMUNITY SUPPORT WHICH HAD BEEN PREVIOUSLY PROVIDED DIRECTLY BY THE CHURCH, PRIOR TO CREATING THIS SUPPORTING ORGANIZATION. ALL MEMBERS OF THE FUND'S BOARD OF TRUSTEES MUST BE MEMBERS OF THE CHURCH CONGREGATION AND THE PRESIDENT OF THE CHURCH'S COUNCIL (ITS GOVERNING BODY ELECTED BY THE CHURCH'S CONGREGATION MEMBERS) MUST BE A TRUSTEE OF THE FUND. THE FUND PROVIDES QUARTERLY FINANCIAL REPORTS TO THE CHURCH CONGREGATION. THE CHURCH'S AUDIT COMMITEE REVIEWS THE FINANCIAL STATEMENTS OF THE FUND EACH YEAR. FOR A LIST OF ORGANIZATIONS, SEE THE ANSWER AND DETAIL FOR SCHEDULE A, PART IV, SECTION A, QUESTION 6.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE PURPOSE FOR FORMING THIS SUPPORTING ORGANIZATION BY THE SUPPORTED ORGANIZATION WAS TO TRANSFER ASSETS AND ACTIVITIES PREVIOUSLY DONE DIRECTLY BY THE SUPPORTED ORGANIZATION. SEE ANSWERS AND DETAIL FOR SCHEDULE A, PART IV, SECTIONS A (QUESTION 6) AND E (QUESTION 2A).
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IRS990ScheduleA/SupportSumAmt022500
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04261
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0813298
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03085
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0893956
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt046210
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0128044
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05201
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01012946
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07520
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0813298
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt060790
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-141177
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0948287
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01012946
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt064659
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE HELD AND INVESTED FOR THE PURPOSE OF SUPPORTING THE MINISTRIES OF THE SUPPORTED ORGANIZATION (THE CHURCH) AND OTHER MISSIONS FOSTERED BY THE SUPPORTED ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt022500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST JOHN LUTHERAN CHURCH-OAK HARBOR
IRS990ScheduleI/RecipientTable/RecipientEIN0344428240
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0122 W OTTAWA STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAK HARBOR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043449
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARDS OF BOTH THIS ORGANIZATION AND THE SUPPORTED ORGANIZATION MAINTAIN CLOSE CONTACT WITH THE MANAGEMENT OF ALL GRANTEES. GRANTS NOT USED FOR SPECIFIED PURPOSES ARE RETURNED TO THE GRANTING ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND PRESENTS A COPY OF THIS RETURN TO ITS 7 DIRECTORS TO BE REVIEWED AT ITS NEXT QUARTERLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR SUBMITS A CONFLICT OF INTEREST STATEMENT TO THE FUND AND THE DIRECTORS OPENLY DISCUSS ANY SIGNIFICANT TRANSACTION/INVESTMENT/AND/OR DISTRIBUTION FROM THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY IS MAINTAINED BY ST. JOHN LUTHERAN CHURCH OF OAK HARBOR, OHIO, AND MAY BE REVIEWED UPON REQUEST TO THE CHURCH OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE QUESTION 18. THE SAME AVAILABILITY APPLIES TO THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS.
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0893956
IRS990/TotalAssetsEOYAmt0978948
IRS990/TotalAssetsGrp/BOYAmt0893956
IRS990/TotalAssetsGrp/EOYAmt0978948
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02293
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03852
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045000
IRS990/TotalFunctionalExpensesGrp/TotalAmt048852
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0893956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0978948
IRS990/TotalProgramServiceExpensesAmt045000
IRS990/TotalRevenueGrp/ExclusionAmt017832
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09564
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029689
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0893956
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0978948
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0122 W OTTAWA ST
IRS990/USAddress/CityNm0OAK HARBOR
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043449
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY KONIECZNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04198986474
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOHN ENDOWMENT TRUST FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0861448469
ReturnHeader/Filer/PhoneNum04198986474
ReturnHeader/Filer/USAddress/AddressLine1Txt0122 W OTTAWA ST
ReturnHeader/Filer/USAddress/CityNm0OAK HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043449
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263710272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSLEY GLICK O'BRIEN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0571 LONGBOW DR SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198611120
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY D MOSLEY CPA
ReturnHeader/ReturnTs02025-11-13T17:01:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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