Civic Intelligence

August F Reetz Foundation

EIN 92-0061620 • 501(c)3 • Anchorage, AK

Pub. 78 Eligible

Profile

To aid and assist the establishment development maintenance promotion growth and preservation of parochial education within the Archdiocese of Anchorage

225 Cordova StAnchorage, AK 99501-2409
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

9.5%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,463,158

Up $153,916 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,463,158

Up $153,916 (+12%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Up

$169,760

Up $14,737 (+9.5%) from 2024

Expenses

Up

$15,844

Up $1,450 (+10%) from 2024

Net Income

Up

$153,916

Up $13,287 (+9.4%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $742,425Liabilities 2011: $02011Assets 2012: $732,149Liabilities 2012: $02012Assets 2013: $815,244Liabilities 2013: $0Net Assets 2013: $815,2442013Assets 2014: $954,975Liabilities 2014: $25Net Assets 2014: $954,9502014Assets 2015: $974,553Liabilities 2015: $0Net Assets 2015: $974,5532015Assets 2016: $975,304Liabilities 2016: $0Net Assets 2016: $975,3042016Assets 2017: $1,049,871Liabilities 2017: $0Net Assets 2017: $1,049,8712017Assets 2018: $1,128,136Liabilities 2018: $0Net Assets 2018: $1,128,1362018Assets 2019: $1,151,704Liabilities 2019: $0Net Assets 2019: $1,151,7042019Assets 2020: $1,100,195Liabilities 2020: $40,000Net Assets 2020: $1,060,1952020Assets 2021: $1,370,658Liabilities 2021: $100,000Net Assets 2021: $1,270,6582021Assets 2022: $1,122,897Liabilities 2022: $0Net Assets 2022: $1,122,8972022Assets 2023: $1,178,613Liabilities 2023: $10,000Net Assets 2023: $1,168,6132023Assets 2024: $1,309,242Liabilities 2024: $0Net Assets 2024: $1,309,2422024Assets 2025: $1,463,158Liabilities 2025: $0Net Assets 2025: $1,463,1582025

Highlighted filing

2025

Assets$1,463,158
Liabilities$0
Net Assets$1,463,158
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $35,670Expenses 2011: $6,441Net Income 2011: $29,2292011Revenue 2012: $51,910Expenses 2012: $6,937Net Income 2012: $44,9732012Revenue 2013: $134,464Expenses 2013: $7,620Net Income 2013: $126,8442013Revenue 2014: $87,279Expenses 2014: $6,140Net Income 2014: $81,1392014Revenue 2015: $164,062Expenses 2015: $7,743Net Income 2015: $156,3192015Revenue 2016: -$4,670Expenses 2016: $8,372Net Income 2016: -$13,0422016Revenue 2017: $63,016Expenses 2017: $8,600Net Income 2017: $54,4162017Revenue 2018: $68,782Expenses 2018: $10,282Net Income 2018: $58,5002018Revenue 2019: $152,831Expenses 2019: $52,861Net Income 2019: $99,9702019Revenue 2020: $17,244Expenses 2020: $92,060Net Income 2020: -$74,8162020Revenue 2021: $65,491Expenses 2021: $113,855Net Income 2021: -$48,3642021Revenue 2022: -$185,493Expenses 2022: -$37,732Net Income 2022: -$147,7612022Revenue 2023: $125,390Expenses 2023: $79,674Net Income 2023: $45,7162023Revenue 2024: $155,023Expenses 2024: $14,394Net Income 2024: $140,6292024Revenue 2025: $169,760Expenses 2025: $15,844Net Income 2025: $153,9162025

Highlighted filing

2025

Revenue$169,760
Expenses$15,844
Net Income$153,916
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,463,158
Liabilities
$0
Net assets
$1,463,158
Revenue
$169,760
Expenses
$15,844
Net income
$153,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.17$0.02$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.16$0.01$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.13$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.19$0.04$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.10$1.27$0.07$0.11$0.05
2020Summary only. Only limited summary data is available for this year.$1.10$0.04$1.06$0.02$0.09$0.07
2019Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.15$0.05$0.10
2018Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.07$0.01$0.06
2017Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.06$0.01$0.05
2016Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.00$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.16$0.01$0.16
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.09$0.01$0.08
2013Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.13$0.01$0.13
2012Summary only. Only limited summary data is available for this year.$0.73$0.00$0.05$0.01$0.04
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.04$0.01$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 15, 2025
Return Version
2024v5.1
Gross Receipts
$169,760
Mission and Program Overview

Mission

To aid and assist the establishment development maintenance promotion growth and preservation of parochial education within the Archdiocese of Anchorage

To aid and assist the establishment development maintenance promotion growth and preservation of parochial education within the Archdiocese of Anchorage-Juneau

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,309,144$1,463,051▲ $153,907
Prepaid Expenses and Deferred Charges$98$107▲ $9
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,309,242$1,463,158▲ $153,916
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,309,242$1,463,158▲ $153,916
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,309,242$1,463,158▲ $153,916
Total Liabilities and Net Assets / Fund Balance$1,309,242$1,463,158▲ $153,916
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John McCormickDirector
Patrick TraversExecutive Director Treasurer
Andrew BellisarioArchbishop
Matthew MeggsTreasure
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$169,760
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$153,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$0$0$0$15,440
Office Expenses$0$0$0$404
Total Functional Expenses$0$0$0$15,844
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Part VI, Line 2

“There is a business relationship between three board members. Archbishop Andrew Bellisario Fr. Patrick Travers and Matthew Meggs. Archbishop Bellisario is the corporate sole for the Corporation of the Catholic Archbishop of Anchorage - Juneau and Matthew Meggs is the COO of that entity. Fr. Patrick Travers canonically answers to Archbishop Bellisario.”

Part VI, Line 11A

“Using Year End financials to determine Ending numbers match”

Filing and Contact Details

Filer

Filer Name
August F Reetz Foundation
EIN
92-0061620
Phone
9072977700
Address
225 CORDOVA ST, ANCHORAGE, AK 99501-2409

Signing Officer

Name
Christine Hannula
Title
Comptroller
Phone
9072977712
Signed
2025-11-15

Organization Details

Principal Officer
Andrew Bellisario
Formed
1976
Legal Domicile
Ak
Voting Board Members
5
Independent Board Members
2
Employees
0
Volunteers
0
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