St Mary School Endowment Foundation Inc

Lake Leelanau, MI
Tax-exempt since July 1999
EIN: 38-3416294

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$551k (2024)

Expenses

$252k (2024)

Total Assets

$4.98M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$550,785

Expenses

$252,342

Net Income

$298,443

Net Assets

$4,983,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$185,616	33.7%
Program Services	$0
Investment Income	$354,501	64.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$10,668	1.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,983,086
Total Liabilities	$0
Net Assets	$4,983,086

Compensation

Key Employees and Officers	Compensation	Related	Other
Tim Schaub (Board Member)	$0	$0	$0
Nancy Farese (President)	$0	$0	$0
Tom Alflen (Vice President)	$0	$0	$0
Michael Bean (Treasurer)	$0	$0	$0
J Peter Miller (Secretary)	$0	$0	$0
Lori Schaub (Assistant Treasurer)	$0	$0	$0

+ View more people

990

Filed on May 13, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$249,428

Expenses

$215,033

Net Income

$34,395

Net Assets

$4,550,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$71,058	28.5%
Program Services	$0
Investment Income	$187,251	75.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$8,881
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,550,664
Total Liabilities	$0
Net Assets	$4,550,664

Compensation

Key Employees and Officers	Compensation	Related	Other
Tim Schaub (Board Member)	$0	$0	$0
Nancy Farese (President)	$0	$0	$0
Tom Alflen (Vice President)	$0	$0	$0
Michael Bean (Treasurer)	$0	$0	$0
J Peter Miller (Secretary)	$0	$0	$0
Lori Schaub (Assistant Treasurer)	$0	$0	$0

+ View more people

990

Filed on Oct. 21, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,350,849

Expenses

$182,550

Net Income

$1,168,299

Net Assets

$4,124,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,260,199	93.3%
Program Services	$0
Investment Income	$127,343	9.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$36,693
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,124,555
Total Liabilities	$0
Net Assets	$4,124,555

Compensation

Key Employees and Officers	Compensation	Related	Other
Paula Korson (Director)	$0	$0	$0
Tim Schaub (Board Member)	$0	$0	$0
Nancy Farese (President)	$0	$0	$0
Tom Alflen (Vice President)	$0	$0	$0
Michael Bean (Treasurer)	$0	$0	$0
J Peter Miller (Secretary)	$0	$0	$0

+ View more people

990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$172,558

Expenses

$109,563

Net Income

$62,995

Net Assets

$2,471,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$88,737	51.4%
Program Services	$0
Investment Income	$53,128	30.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$30,693	17.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,471,406
Total Liabilities	$0
Net Assets	$2,471,406

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Revenue

$352,983

Expenses

$103,397

Net Income

$249,586

Net Assets

$2,157,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$255,668	72.4%
Program Services	$0
Investment Income	$50,863	14.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$46,452	13.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,157,796
Total Liabilities	$0
Net Assets	$2,157,796

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$335,057

Expenses

$84,365

Net Income

$250,692

Net Assets

$2,083,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$256,240	76.5%
Program Services	$0
Investment Income	$38,077	11.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$40,740	12.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,083,976
Total Liabilities	$0
Net Assets	$2,083,976

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$115,493

Expenses

$79,173

Net Income

$36,320

Net Assets

$1,705,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$114,860	99.5%
Program Services	$0
Investment Income	$34,085	29.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$33,452
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,705,382
Total Liabilities	$152
Net Assets	$1,705,230

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$275,727

Expenses

$55,217

Net Income

$220,510

Net Assets

$1,563,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$158,506	57.5%
Program Services	$0
Investment Income	$76,254	27.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$40,967	14.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,563,261
Total Liabilities	$0
Net Assets	$1,563,261

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$361,853

Expenses

$45,590

Net Income

$316,263

Net Assets

$1,459,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$314,310	86.9%
Program Services	$0
Investment Income	$47,616	13.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$73
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,459,972
Total Liabilities	$0
Net Assets	$1,459,972

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$85,264

Expenses

$43,808

Net Income

$41,456

Net Assets

$1,132,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$57,649	67.6%
Program Services	$0
Investment Income	$29,287	34.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,672
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,132,720
Total Liabilities	$0
Net Assets	$1,132,720

Compensation

Key Employees and Officers	Compensation	Related	Other
Peggy Kolarik (President)	$0	$0	$0
Tom Alflen (Secretary)	$0	$0	$0
J Peter Miller (Treasurer)	$0	$0	$0
Nancy Farese (Vice President)	$0	$0	$0
Jozell Rexroat (Director)	$0	$0	$0
Cristal Guinan Wittman (Director)	$0	$0	$0
Jean Lacross (Director)	$0	$0	$0

+ View more people

990

Filed on May 9, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$85,657

Expenses

$41,699

Net Income

$43,958

Net Assets

$1,017,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$62,897	73.4%
Program Services	$0
Investment Income	$30,244	35.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$7,484
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,017,769
Total Liabilities	$15
Net Assets	$1,017,754

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$81,475

Expenses

$33,802

Net Income

$47,673

Net Assets

$899,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$54,254	66.6%
Program Services	$0
Investment Income	$27,221	33.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$899,030
Total Liabilities	$15
Net Assets	$899,015

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated August 21, 2025

St Mary School Endowment Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $551k (2024)

Expenses $252k (2024)

Total Assets $4.98M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990

Fiscal Year Ending Dec. 2009

No Extracted Financial Data

Document Links

Revenue

$551k (2024)

Expenses

$252k (2024)

Total Assets

$4.98M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001