Civic Intelligence

St Marys Community Foundation Inc

EIN 93-1066822 • 501(c)3 • Medford, OR

Profile

To support programs for st. Mary's school.

816 Black Oak DriveMedford, OR 97504

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 2017

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-38%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $928,575 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $928,575 (-100%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin96th percentile

Revenue

Down

$42,584

Down $26,012 (-38%) from 2016

Expenses

Down

$7,013

Down $154,480 (-96%) from 2016

Net Income

Up

$35,571

Up $128,468 (+138%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,042,781Liabilities 2011: $0Net Assets 2011: $1,042,7812011Assets 2012: $881,877Liabilities 2012: $0Net Assets 2012: $881,8772012Assets 2013: $969,211Liabilities 2013: $0Net Assets 2013: $969,2112013Assets 2014: $1,084,293Liabilities 2014: $0Net Assets 2014: $1,084,2932014Assets 2015: $1,006,695Liabilities 2015: $0Net Assets 2015: $1,006,6952015Assets 2016: $928,575Liabilities 2016: $0Net Assets 2016: $928,5752016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: -$69,108Expenses 2011: $8,390Net Income 2011: -$77,4982011Expenses 2012: $250,3062012Expenses 2013: $9,4702013Revenue 2014: $76,853Expenses 2014: $47,874Net Income 2014: $28,9792014Revenue 2015: $36,326Expenses 2015: $46,620Net Income 2015: -$10,2942015Revenue 2016: $68,596Expenses 2016: $161,493Net Income 2016: -$92,8972016Revenue 2017: $42,584Expenses 2017: $7,013Net Income 2017: $35,5712017

Highlighted filing

2017

Revenue$42,584
Expenses$7,013
Net Income$35,571
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$42,584
Expenses
$7,013
Net income
$35,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.05$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.25
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.07$0.01$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 16, 2018
Return Version
2016v3.0
Gross Receipts
$74,266
Mission and Program Overview

Mission

To support programs for st. Mary's school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$922,322$0▼ $922,322
Cash and Non-Interest-Bearing Accounts$6,253$0▼ $6,253
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$928,575$0▼ $928,575
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$605,000--
Temporarily Rstr Net Assets$327,382--
Unrestricted Net Assets$-3,807--
Total Net Assets Fund Balance$928,575$0▼ $928,575
Total Liabilities and Net Assets / Fund Balance$928,575$0▼ $928,575
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Frank PhillipsEx-officio$133,500$133,500

Board Members and Trustees

NameTitle
Sue NaumesPresident
Tracy McgovernVice President
Andrea Freel-tenbrinkDirector
Kevin PrimeranoDirector
Rick HoodDirector
Bethany BrownSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$42,584
Other Revenue
$0
Change in Net Assets
$35,571

Audited Revenue Reconciliation

Revenue per Audited Statements
$42,584
Revenue Not Reported on Form 990
$68,943
Total Revenue per Audited Statements
$111,527
Total Revenue per Form 990
$42,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,013
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
Other Expenses-$3,943-$3,943
Fees for Services Accounting-$2,400-$2,400
Insurance-$670-$670
Total Functional Expenses$0$7,013$0$7,013

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,013
Total Expenses per Audited Statements$7,013
Total Expenses per Form 990$7,013
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
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Chairman of the board reviews the form 990 before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
St Marys Community Foundation Inc
EIN
93-1066822
Phone
5417737877
Address
816 BLACK OAK DRIVE, MEDFORD, OR 97504

Signing Officer

Name
Frank Phillips
Title
Ex-officio
Signed
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Phillips
Formed
1992
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
KDP Certified Public Accountants LLP
Address
640 SUPERIOR CT, MEDFORD, OR 97504-6181
Preparer
Stewart C Parmele CPA
Phone
5417736633
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

“The capital campaign for the student commons and performing arts center were completed in the prior fiscal year and the program ceased.”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfer of assets to st mary's of medford inc = -$998612”

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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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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH AND SECURITIES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02017-11-09
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0930514209
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0MARKET PRICE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0816 BLACK OAK DRIVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0MEDFORD
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF THE ST. MARY'S COMMUNITY FOUNDATION VOTED TO DISSOLVE THE FOUNDATION AND TRANSFER ALL ASSETS TO ITS SUPPORTED ORGANIZATION, ST. MARY'S OF MEDFORD INC (A SCHOOL). THE BOARD OF ST. MARY'S OF MEDFORD INC VOTED TO ACCEPT THE FUNDS FROM THE FOUNDATION AND FORMALLY ACCEPTED ALL RESTRICTIONS ON FUNDS THAT HAD BEEN PLACED BY DONORS TO THE FOUNDATION. THIS FINAL FORM 990 INCLUDES ACTIVITY THAT OCCURRED DURING THE FISCAL YEAR, INCLUDING THE WIND-DOWN PERIOD, WHEN ALL ASSETS WERE FULLY TRANSFERRED.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Sch N, Part III, Additional Information
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CAPITAL CAMPAIGN FOR THE STUDENT COMMONS AND PERFORMING ARTS CENTER WERE COMPLETED IN THE PRIOR FISCAL YEAR AND THE PROGRAM CEASED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAIRMAN OF THE BOARD REVIEWS THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF ASSETS TO ST MARY'S OF MEDFORD INC = -$998612
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
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