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St Joseph School Endowment and Charitable Trust

Tax-deductible

Conway, AR501(c)(3)Since 1976EIN 71-6138483

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To collect donations and carry out investing. Distributions are made to St. Joseph School for use in its operations.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Run by 25 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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 $622K a year · 50% 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
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-0.7% vs prior year
Spent
$585K
To programs
98%
Net assets
$14.6M
By yearFY2021–FY2025
Revenue
$1.1M
FY2025▼ -0.7%
Revenue by fiscal year
FY2021$2.2M
FY2022$948K
FY2023$1.1M
FY2024$857K
FY2025$1.1M
FY2025$1.1M
Expenses
$585K
FY2025▼ -16%
Expenses by fiscal year
FY2021$578K
FY2022$607K
FY2023$601K
FY2024$630K
FY2025$693K
FY2025$585K
Net assets
$14.6M
FY2025▲ +11%
Net assets by fiscal year
FY2021$10.9M
FY2022$10.0M
FY2023$11.0M
FY2024$12.2M
FY2025$13.2M
FY2025$14.6M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2000.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $570K Management & general 2% · $14K

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

13 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Randy Mayor
Treasurer
$0Pt VII · Sec A
Mark Bausom
Director
$0Pt VII · Sec A
Tim McKenna
Director
$0Pt VII · Sec A
Joe Mallett
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Beth Coney
Director
$0Pt VII · Sec A
See St Joseph School Endowment and Charitable Trust 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 15aYes

Programs and updates

Collects donations and invests funds for St. Joseph School's operations.

Provided by the organization

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1 program · $570K · in their own filed words · FY2025
01

The endowment board of directors collect donations and carry out investing. Distributions are made to ST. Joseph school for use in its operations.

$570Kprogram 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 · FY2024
Fidelity Investments Charitable Gift FundFY2024$5K
Total grants receivedfrom 1 funder$5K
Grants paid · 6 grants · $899K · 2020–2025
St Joseph SchoolFY2025$127,382
St Joseph SchoolFY2024$202,901
St Joseph SchoolFY2023$148,148
St Joseph SchoolFY2022$136,082
St Joseph SchoolFY2021$149,232
St Joseph SchoolFY2020$135,753

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$542K
Investment incomeLn 3$317K
Other incomeLn 4–11$213K
Money outPt IX
$585K
Ln 25
Programscol B$570K
Managementcol C$14K
Owns and owesPt X
$14.6M
net assets · Ln 32
Cash and savingsLn 1–2$117K
Total assetsLn 16$14.6M
LiabilitiesLn 26$2K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$542K
Investment incomeLn 3$317K
Other incomeLn 4–11$213K
Gains on assetsLn 7−$71K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
SavingsLn 2$117K
Cash and savings togetherLn 1–2$117K
InvestmentsLn 11–13$12.9M
Land, buildings, equipmentLn 10c$1.6M
Total assetsLn 16$14.6M
LiabilitiesLn 26$2K
Net assetsLn 32$14.6M
OperationsPt I, VI
EmployeesI 52
VolunteersI 625
Fiscal year endsHeaderDecember
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 FY25End FY25
Cash and savingsLn 1–2$127K$117K
InvestmentsLn 11–13$11.5M$12.9M
Land, buildings, equipmentLn 10c$1.6M$1.6M
Total assetsLn 16$13.2M$14.6M
LiabilitiesLn 26$2K$2K
Net assetsLn 32$13.2M$14.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$339K$339K
Other salaries and wagesLn 7$104K$94K$10K
Other employee benefitsLn 9$9K$8K$902
Payroll taxesLn 10$8K$7K$804
Legal feesLn 11b$550$550
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$59K$59K
Advertising and promotionLn 12$14K$14K
Office expensesLn 13$5K$5K
Information technologyLn 14$12K$12K
OccupancyLn 16$8K$8K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$11K$8K$2K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$585K$570K$14K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 $1.1M$693K$386K$13.2M 990 PDF
FY2024 $857K$630K$227K$12.2M 990 PDF
FY2023 $1.1M$601K$511K$11.0M 990 PDF
FY2022 $948K$607K$341K$10.0M 990 PDF
FY2021 $2.2M$578K$1.6M$10.9M 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 FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,071,760 across 7 lines filed
VIII-1f All other contributions, gifts and grants$541,623
VIII-1h Total contributions, gifts and grants$541,623
VIII-3 Investment incomeRelated to mission $387,942$387,942
VIII-6 Net rental income or lossRelated to mission $213,650$213,650
VIII-7 Net gain or loss on sales of assetsRelated to mission −$70,682−$70,682
VIII-8 Net income from fundraising eventsExcluded from tax −$773−$773
VIII-12 Total revenueRelated to mission $530,910 · Unrelated business $0 · Excluded from tax −$773$1,071,760
Part IX · Statement of functional expenses $584,818 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $338,632$338,632
IX-7 Other salaries and wagesPrograms $93,568 · Management $10,396$103,964
IX-9 Other employee benefitsPrograms $8,119 · Management $902$9,021
IX-10 Payroll taxesPrograms $7,231 · Management $804$8,035
IX-11b Legal feesPrograms $550$550
IX-11c Accounting feesPrograms $5,100$5,100
IX-11f Investment management feesPrograms $59,214$59,214
IX-12 Advertising and promotionPrograms $14,150$14,150
IX-13 Office expensesPrograms $4,528$4,528
IX-14 Information technologyPrograms $11,736$11,736
IX-16 OccupancyPrograms $8,349$8,349
IX-23 InsurancePrograms $8,034$8,034
IX-24 Other expenses (24a–d)Programs $8,273 · Management $2,246$10,519
IX-24e All other expensesPrograms $2,986$2,986
IX-25 Total functional expensesPrograms $570,470 · Management $14,348 · Fundraising $0$584,818
Part X · Balance sheet $14,602,105 assets, 10 lines filed
X-2 Savings and temporary cash investmentsStart of year $127,263$116,823
X-10c Land, buildings and equipment, netStart of year $1,580,100$1,580,100
X-12 Other securitiesStart of year $11,468,928$12,905,182
X-16 Total assetsStart of year $13,176,291$14,602,105
X-17 Accounts payable and accrued expensesStart of year $2,442$1,813
X-26 Total liabilitiesStart of year $2,442$1,813
X-27 Net assets without donor restrictionsStart of year $1,576,011$2,461,782
X-28 Net assets with donor restrictionsStart of year $11,597,838$12,138,510
X-32 Total net assets or fund balancesStart of year $13,173,849$14,600,292
X-33 Total liabilities and net assetsStart of year $13,176,291$14,602,105
Part XI · Reconciliation of net assets $14,600,292 net assets at year end
XI-1 Total revenue$1,071,760
XI-2 Total expenses$584,818
XI-3 Revenue less expenses$486,942
XI-4 Net assets at start of year$13,173,849
XI-5 Net unrealized gains (losses) on investments$939,501
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,600,292

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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