Servus Initiative FY2019 filing

IRS exemption revoked

Memphis, TNUnknown exempt organizationEIN 47-5040724Revenue $460K in FY2019

On file with the IRS4728 Spottswood Avenue No 314 · Memphis, TN

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To support and promote education in ecclesiastical administration and excellence in leadership, in fidelity to the magisterium of the roman catholic church.

80¢ of each $1 spent went to programs.
$146K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2019 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
Concern: the IRS revoked its tax exemption.
IRS Auto-Revocation List
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $184K a year · 59% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$146K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $350K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$46K
41% of total assets
Looks good: liabilities are 41% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 2 voting members
Concern: none of 2 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$460K
Spent
$992K
To programs
80%
Net assets
$66K
By yearFY2019–FY2021
Revenue
$460K
FY2019
Tap a bar for its year
Revenue by fiscal year
FY2019$460K
FY2020$464K
FY2021$5K
Expenses
$992K
FY2019
Tap a bar for its year
Expenses by fiscal year
FY2019$992K
FY2020$490K
FY2021$21
Net assets
$66K
FY2019
Tap a bar for its year
Net assets by fiscal year
FY2019$66K
FY2020$41K
FY2021$46K

From the FY2019 Form 990 (year ending August 2019) · see the original

Form 990 (PDF) Claim
IRS revoked this organization's tax-exempt status on January 15, 2025
You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2021) →

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2021.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $793K Management & general 20% · $195K Fundraising 0% · $4K

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

2 people listed on the 990; $146K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2018); the FY2019 filing did not itemize Part VII
Executive Director/Co-Pres
$145,833Pt VII · Sec A
Executive Director/Co-Pres
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2021FY2020FY2019
Stephen Andrew Bowie—$135,417$145,833
Andrew Bowie$41,667——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Servus Initiative 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
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Promotes education in church leadership and administration, guided by Catholic teachings.

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Provided by the organization

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1 program · $793K · in their own filed words · FY2018
01

The servus initiative offered regular sessions in the good administration in service to the common good, to roughly 85% of the secretaries, heads of office, and directors of the roman curia, through a series of one day and two day sessions for the respective groups

$793Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2020
Total grants receivedfrom 1 funder$350K
Grants paid · 2 grants · $73K · 2018–2019

By the numbers

The FY2019 990, line by line.

1The main four
Money inPt VIII
$460K
Ln 12
Gifts and grantsLn 1h$460K
Money outPt IX
$992K
Ln 25
Programscol B$793K
Managementcol C$195K
Fundraisingcol D$4K
Owns and owesPt X
$66K
net assets · Ln 32
Cash and savingsLn 1–2$105K
Total assetsLn 16$112K
LiabilitiesLn 26$46K
PeoplePt VI, VII
2
listed · VII A
PaidVII A1
Voting boardVI 1a2
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$460K
Total revenueLn 12$460K
Assets in detailPt X, end of year
CashLn 1$105K
Cash and savings togetherLn 1–2$105K
Total assetsLn 16$112K
LiabilitiesLn 26$46K
Net assetsLn 32$66K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY19End FY19
Cash and savingsLn 1–2$221K$105K
Total assetsLn 16$658K$112K
LiabilitiesLn 26$60K$46K
Net assetsLn 32$598K$66K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$43K$43K
Pay of current officers, directors and key staffLn 5$177K$136K$37K$4K
Legal feesLn 11b$27K$27K
Accounting feesLn 11c$31K$31K
Other fees for servicesLn 11g$68K$709$67K
Office expensesLn 13$27K$20K$6K$538
Information technologyLn 14$22K$22K
TravelLn 17$300K$300K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$297K$294K$4K
All other expensesLn 24e$21$21
Total functional expensesLn 25$992K$793K$195K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest $5K$21$5K$46K 990 PDF
FY2020 $464K$490K−$25K$41K 990 PDF
FY2019 Viewing $460K$992K−$532K$66K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2019 990 (6 parts)
Part I · Summary $460,000 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $999,980$460,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $999,980$460,000
I-13 Grants and similar amounts paidPrior year $22,000$42,856
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $137,083$177,083
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $578,709$772,375
I-18 Total expensesPrior year $737,792$992,314
I-19 Revenue less expensesPrior year $262,188−$532,314
Part VI · Governance 0 of 2 board members independent, 3 to look at
VI-1a Voting members of the governing body2
VI-1b Independent voting members0
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
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $460,000 across 3 lines filed
VIII-1f All other contributions, gifts and grants$460,000
VIII-1h Total contributions, gifts and grants$460,000
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$460,000
Part IX · Statement of functional expenses $992,314 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $42,856$42,856
IX-5 Pay of current officers, directors and key staffPrograms $136,354 · Management $37,187 · Fundraising $3,542$177,083
IX-11b Legal feesManagement $26,551$26,551
IX-11c Accounting feesManagement $30,868$30,868
IX-11g Other fees for servicesPrograms $709 · Management $67,094$67,803
IX-13 Office expensesPrograms $20,157 · Management $6,181 · Fundraising $538$26,876
IX-14 Information technologyManagement $22,130$22,130
IX-17 TravelPrograms $299,712$299,712
IX-23 InsuranceManagement $1,232$1,232
IX-24 Other expenses (24a–d)Programs $293,601 · Management $3,581$297,182
IX-24e All other expensesManagement $21$21
IX-25 Total functional expensesPrograms $793,389 · Management $194,845 · Fundraising $4,080$992,314
Part X · Balance sheet $111,966 assets, 7 lines filed
Asset lines not itemized here account for $165; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $220,783$104,888
X-9 Prepaid expenses and deferred chargesStart of year $65,752$6,913
X-16 Total assetsStart of year $658,487$111,966
X-17 Accounts payable and accrued expensesStart of year $60,076$45,869
X-26 Total liabilitiesStart of year $60,076$45,869
X-32 Total net assets or fund balancesStart of year $598,411$66,097
X-33 Total liabilities and net assetsStart of year $658,487$111,966
Part XI · Reconciliation of net assets $66,097 net assets at year end
XI-1 Total revenue$460,000
XI-2 Total expenses$992,314
XI-3 Revenue less expenses−$532,314
XI-4 Net assets at start of year$598,411
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$66,097

Form 990 e-file (XML) FY2019 from the IRS · Classification, formation year and address from the IRS Business Master File

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