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Calvert Catholic Schools Educational Foundation FY2023 filing

Tax-deductible

Tiffin, OH501(c)(3)Education EIN 23-7405795Revenue $339K in FY2023

On file with the IRS152 Madison St, 44883-2825 · Tiffin, OHTax-exempt since Jul 1976Publicly supported — 509(a)(2)

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Providing financial support for Calvert Catholic Schools , a private Catholic Educational institution in tiffin , ohio, for students in kindergarten through grade 12.

501(c)(3) charity; gifts are tax-deductible.
18¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $378K a year · 92% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
18%
of spending
Concern: 18% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
23 mo
of spending, in cash
Plus $2.9M in investments, Pt X · Ln 11–13
Looks good: 23.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$339K
-56% vs prior year
Spent
$33K
To programs
18%
Net assets
$2.9M
By yearFY2021–FY2025
Revenue
$339K
FY2023▼ -56%
Tap a bar for its year
Revenue by fiscal year
FY2021$515K
FY2022$768K
FY2023$339K
FY2024$161K
FY2025$269K
Expenses
$33K
FY2023▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2021$19K
FY2022$26K
FY2023$33K
FY2024$33K
FY2025$49K
Net assets
$2.9M
FY2023▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2021$2.1M
FY2022$2.5M
FY2023$2.9M
FY2024$3.4M
FY2025$3.8M

From the FY2023 Form 990 (year ending June 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

18 cents of each dollar spent went to programs.

Program services 18% · $6K Management & general 82% · $27K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Karen Behm
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Eric Elchert
Vice Preside
$0Pt VII · Sec A
Daniel Ewald
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Eric Shook
Trustee
$0Pt VII · Sec A
See Calvert Catholic Schools Educational Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds Catholic schools for students from kindergarten through 12th grade.

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Provided by the organization

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1 program · $6K · in their own filed words · FY2022
01

The organization distributed 6000 in the current fiscal year to calvert catholic schools the normal recipient of funds.

$6Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $17K · 2022–2024
Calvert Catholic SchoolsFY2024$11,000
Calvert Catholic SchoolsOH · FY2022$6,000

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$339K
Ln 12
Gifts and grantsLn 1h$166K
Investment incomeLn 3$131K
Other incomeLn 4–11$41K
Money outPt IX
$33K
Ln 25
Programscol B$6K
Managementcol C$27K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$65K
Total assetsLn 16$2.9M
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$166K
Investment incomeLn 3$131K
Other incomeLn 4–11$41K
Gains on assetsLn 7$80K
Total revenueLn 12$339K
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$63K
Cash and savings togetherLn 1–2$65K
InvestmentsLn 11–13$2.9M
Total assetsLn 16$2.9M
LiabilitiesLn 26$0
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$150K$65K
InvestmentsLn 11–13$2.3M$2.9M
Total assetsLn 16$2.5M$2.9M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.5M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6K$6K
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$22K$22K
Office expensesLn 13$2K$2K
Other expenses (24a–d)Ln 24$225$225
Total functional expensesLn 25$33K$6K$27K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $269K$49K$220K$3.8M 990 PDF
FY2024 $161K$33K$128K$3.4M 990 PDF
FY2023 Viewing $339K$33K$305K$2.9M 990 PDF
FY2022 $768K$26K$742K$2.5M 990 PDF
FY2021 $515K$19K$496K$2.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $338,703 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $536,012$166,281
I-9 Program service revenue$0
I-10 Investment incomePrior year $187,448$131,049
I-11 Other revenuePrior year $44,715$41,373
I-12 Total revenuePrior year $768,175$338,703
I-13 Grants and similar amounts paidPrior year $5,000$6,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $21,258$27,362
I-18 Total expensesPrior year $26,258$33,362
I-19 Revenue less expensesPrior year $741,917$305,341
Part VI · Governance 10 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $338,703 across 6 lines filed
VIII-1f All other contributions, gifts and grants$166,281
VIII-1h Total contributions, gifts and grants$166,281
VIII-3 Investment incomeExcluded from tax $51,515$51,515
VIII-7 Net gain or loss on sales of assetsExcluded from tax $79,534$79,534
VIII-8 Net income from fundraising eventsExcluded from tax $41,373$41,373
VIII-12 Total revenueExcluded from tax $172,422$338,703
Part IX · Statement of functional expenses $33,362 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $6,000$6,000
IX-11c Accounting feesManagement $3,955$3,955
IX-11f Investment management feesManagement $21,510$21,510
IX-13 Office expensesManagement $1,672$1,672
IX-24 Other expenses (24a–d)Management $225$225
IX-25 Total functional expensesPrograms $6,000 · Management $27,362 · Fundraising $0$33,362
Part X · Balance sheet $2,923,478 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $1,007$2,004
X-2 Savings and temporary cash investmentsStart of year $148,605$62,745
X-11 Publicly traded securitiesStart of year $2,317,599$2,858,729
X-16 Total assetsStart of year $2,467,211$2,923,478
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,370,153$52,274
X-28 Net assets with donor restrictionsStart of year $1,097,058$2,871,204
X-32 Total net assets or fund balancesStart of year $2,467,211$2,923,478
X-33 Total liabilities and net assetsStart of year $2,467,211$2,923,478
Part XI · Reconciliation of net assets $2,923,478 net assets at year end
XI-1 Total revenue$338,703
XI-2 Total expenses$33,362
XI-3 Revenue less expenses$305,341
XI-4 Net assets at start of year$2,467,211
XI-5 Net unrealized gains (losses) on investments$150,926
XI-10 Net assets at end of year$2,923,478

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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