Civic Intelligence

St Marks In-The-Valley Endowment Fund

EIN 91-1917843 • 4947(a)1 • Los Olivos, CA

Profile

To administer contributions/allocations to st. Mark's in-the-valley episcopal church.

PO Box 39Los Olivos, CA 93440

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

25th percentile

-25%

Higher net margin than 25% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

2.9%

Faster asset growth than 66% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

480%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$1,112,255

Up $91,341 (+8.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,112,255

Up $91,341 (+8.9%) from 2022

Operations
Liabilities / Revenue33rd percentileNet Margin25th percentile

Revenue

Up

$274,320

Up $222,594 (+430%) from 2022

Expenses

Up

$342,702

Up $275,601 (+411%) from 2022

Net Income

Down

-$68,382

Down $53,007 (-345%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $1,145,817Liabilities 2020: $0Net Assets 2020: $1,145,8172020Assets 2022: $1,020,914Liabilities 2022: $0Net Assets 2022: $1,020,9142022Assets 2024: $1,112,255Liabilities 2024: $0Net Assets 2024: $1,112,2552024

Highlighted filing

2024

Assets$1,112,255
Liabilities$0
Net Assets$1,112,255
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$200K$0-$200KRevenue 2020: $112,867Expenses 2020: $75,849Net Income 2020: $37,0182020Revenue 2022: $51,726Expenses 2022: $67,101Net Income 2022: -$15,3752022Revenue 2024: $274,320Expenses 2024: $342,702Net Income 2024: -$68,3822024

Highlighted filing

2024

Revenue$274,320
Expenses$342,702
Net Income-$68,382
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
$1,112,255
Liabilities
$0
Net assets
$1,112,255
Revenue
$274,320
Expenses
$342,702
Net income
-$68,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.27$0.34$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.05$0.07$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.11$0.08$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$509,403
Mission and Program Overview

Mission

To administer contributions/allocations to st. Mark's in-the-valley episcopal church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,081,118$1,112,255▲ $31,137
Investments Other Securities$872,851$961,164▲ $88,313
Accounts Receivable$200,000$150,000▼ $50,000
Savings and Temporary Cash Investments$8,266$1,091▼ $7,175
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,081,118$1,112,255▲ $31,137
Other Assets Total$1$0▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,081,118$1,112,255▲ $31,137
Total Liabilities and Net Assets / Fund Balance$1,081,118$1,112,255▲ $31,137

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,081,117$17,005-$327,235$432,742
2023$1,020,914$10,622▲ $188,804$61,151$1,081,118
2022$1,204,796$17,951▼ $74,663$60,069$1,020,914
2021$1,145,817$7,725▲ $151,529-$1,204,696
2020$1,108,799$20,830▲ $92,036-$1,145,817
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Christopher UrquidezChairman
Barbara AndersonTrustee
Candace WaldronTrustee
Scott ClassenTrustee
Richard NaglerSecretary
John WrenchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,005
Program Service Revenue
$0
Investment Income
$257,315
Other Revenue
$0
All Other Contributions
$17,005
Change in Net Assets
$-68,382

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$251,124
Total Noncash Contributions1$251,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$327,235
Other Expenses$15,467
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$327,235--$327,235
Fees for Services Legal-$7,961-$7,961
Interest-$4,556-$4,556
Occupancy-$1,904-$1,904
Other Expenses-$25-$25
Total Functional Expenses$327,235$15,467$0$342,702
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Marks ChurchLos Olivos, CA-Facility Maintenance$327,235
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Chair of the board provides copies of form 990 to all board members for review & discussion.”

Form 990, Part VI, Section C, Line 19

“All financial documents are available in the office.”

Filing and Contact Details

Filer

Filer Name
St Marks In-the-valley Endowment Fund
EIN
91-1917843
Phone
8056884454
Address
PO BOX 39, LOS OLIVOS, CA 93440

Signing Officer

Name
John Wrench
Title
Trustee
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Urquidez
Formed
2000
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
4

Preparer

Firm
Santa Ynez Valley Tax Professionals Inc
Address
3568 Sagunto St Suite H PO Box 397, Santa Ynez, CA 93460
Preparer
Kayvon Salafian MBA AIF CPFA
Phone
8056886317
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The purpose and adjective of the endowment fund shall be to encourage, develop, and administer gifts and divises to be delivered to st. Mark's church and others, and to manage such funds for the benefit of st. Mark's church.”

Raw XML AppendixShowing 400 of 409 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/BOYAmt0200000
IRS990/AccountsReceivableGrp/EOYAmt0150000
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ADMINISTER CONTRIBUTIONS/ALLOCATIONS TO ST. MARK'S IN-THE-VALLEY EPISCOPAL CHURCH.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt017005
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CHRIS URQUIDEZ
IRS990/BooksInCareOfDetail/PhoneNum08056884454
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 39
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS OLIVOS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093440
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt017005
IRS990/CYGrantsAndSimilarPaidAmt0327235
IRS990/CYInvestmentIncomeAmt0257315
IRS990/CYOtherExpensesAmt015467
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-68382
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0342702
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0274320
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ALLOCATIONS TO ST. MARK'S CHURCH TO BE USED FOR IMPROVMENTS AND BUILD TWO NEW ROOFS FOR THE CHURCH
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0250000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07961
IRS990/FeesForServicesLegalGrp/TotalAmt07961
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTOPHER URQUIDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD NAGLER
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT CLASSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN WRENCH
IRS990/Form990PartVIISectionAGrp/PersonNm5CANDACE WALDRON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0227309
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0327235
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0327235
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0462392
IRS990/GrossReceiptsAmt0509403
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt04556
IRS990/InterestGrp/TotalAmt04556
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt0-2232
IRS990/InvestmentIncomeGrp/ExclusionAmt030006
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030006
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0872851
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0961164
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0235083
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ADMINISTER CONTRIBUTIONS/ALLOCATIONS TO ST. MARK'S IN-THE-VALLEY EPISCOPAL CHURCH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01081118
IRS990/NetAssetsOrFundBalancesEOYAmt01112255
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0227309
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0227309
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0101751
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01904
IRS990/OccupancyGrp/TotalAmt01904
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS SERVICES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3CHARITABLE TRUST REG FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1425
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt296
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt325
IRS990/OtherExpensesGrp/TotalAmt0500
IRS990/OtherExpensesGrp/TotalAmt1425
IRS990/OtherExpensesGrp/TotalAmt296
IRS990/OtherExpensesGrp/TotalAmt325
IRS990/OtherRevenueMiscGrp/BusinessCd0541100
IRS990/OtherRevenueMiscGrp/BusinessCd1523000
IRS990/OtherRevenueMiscGrp/Desc0LITIGATION PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc1UNREALIZED GAIN
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CHRISTOPHER URQUIDEZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ALLOCATIONS TO ST. MARK'S CHURCH TO BE USED FOR THE BENEFIT AND ENHANCEMENT OF THE CHURCH'S FACILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt058735
IRS990/ProgSrvcAccomActy3Grp/Desc0ALLOCATIONS TO ST. MARK'S CHURCH TO BE USED FOR REPAIRS TO THE RECTORY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010662
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt061151
IRS990/PYInvestmentIncomeAmt036605
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt016920
IRS990/PYOtherRevenueAmt052
IRS990/PYRevenuesLessExpensesAmt0-30752
IRS990/PYTotalExpensesAmt078071
IRS990/PYTotalRevenueAmt047319
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-68382
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01081118
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01112255
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08266
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01091
IRS990ScheduleA/ChurchInd0X
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010910
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01081117
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt017005
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0432742
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0327235
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0327235
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt016920
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01020914
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010622
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01081118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt061151
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0188804
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt061151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07032
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01204796
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt017951
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01020914
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt060069
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-74663
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt060069
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt041719
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01145817
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07725
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01204696
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt058656
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0151529
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011231
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01108799
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt020830
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01145817
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt064617
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt092036
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE AND ADJECTIVE OF THE ENDOWMENT FUND SHALL BE TO ENCOURAGE, DEVELOP, AND ADMINISTER GIFTS AND DIVISES TO BE DELIVERED TO ST. MARK'S CHURCH AND OTHERS, AND TO MANAGE SUCH FUNDS FOR THE BENEFIT OF ST. MARK'S CHURCH.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueSecuritiesAmt0961164
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0327235
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FACILITY MAINTENANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MARKS CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0237248612
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 39
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS OLIVOS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093441
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0251124
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHAIR OF THE BOARD PROVIDES COPIES OF FORM 990 TO ALL BOARD MEMBERS FOR REVIEW & DISCUSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL FINANCIAL DOCUMENTS ARE AVAILABLE IN THE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01081118
IRS990/TotalAssetsEOYAmt01112255
IRS990/TotalAssetsGrp/BOYAmt01081118
IRS990/TotalAssetsGrp/EOYAmt01112255
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017005
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015467
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0327235
IRS990/TotalFunctionalExpensesGrp/TotalAmt0342702
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01081118
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01112255
IRS990/TotalProgramServiceExpensesAmt0327235
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030006
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0227309
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0274320
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01081118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01112255
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 39
IRS990/USAddress/CityNm0LOS OLIVOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093440
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WRENCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARKS IN-THE-VALLEY ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0911917843
ReturnHeader/Filer/PhoneNum08056884454
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 39
ReturnHeader/Filer/USAddress/CityNm0LOS OLIVOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093440
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883988921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Santa Ynez Valley Tax Professionals Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03568 Sagunto St Suite H PO Box 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ynez
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 4947(a)1 • $1M-$5M nonprofits