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St Michael Academy FY2022 filing

Tax-deductible

Petoskey, MI501(c)(3)Since 2013Education EIN 83-1363787Revenue $731K in FY2022

On file with the IRSstmichaelchesterton.orgPo Box 428, 49770-0428 · Petoskey, MITax-exempt since Jun 2020School — 170(b)(1)(A)(ii)

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St. Michael Academy (sma) is a non-public school that has met the adequacy requirements of the state board of education. The mission of sma is to prepare students for college and for life through the development of the whole person according to high standards of moral and intellectual excellence. IT is the intent of St. Michael Academy to engage exclusively in religious, educational and charitable activities. Sma follows a classical curriculum and grants high school diplomas.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2022 · 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 6
filings with a surplus
Average surplus $62K a year · 9% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $18K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$235K
×15 of total assets
Concern: liabilities are 1500% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$731K
-10% vs prior year
Spent
$399K
To programs
99%
Net assets
−$218K
By yearFY2020–FY2025
Revenue
$731K
FY2022▼ -10%
Tap a bar for its year
Revenue by fiscal year
FY2020$405K
FY2021$812K
FY2022$731K
FY2023$834K
FY2024$675K
FY2025$849K
Expenses
$399K
FY2022▼ -48%
Tap a bar for its year
Expenses by fiscal year
FY2020$792K
FY2021$760K
FY2022$399K
FY2023$671K
FY2024$644K
FY2025$670K
Net assets
−$218K
FY2022▲ +60%
Tap a bar for its year
Net assets by fiscal year
FY2020−$600K
FY2021−$552K
FY2022−$218K
FY2023−$160K
FY2024−$129K
FY2025$50K

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Jun 2020.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $394K Fundraising 1% · $5K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
Bret Keefe
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Joshua Mercer
Treasurer
$0Pt VII · Sec A
Bryan Nolan
Vice-Chairma
$0Pt VII · Sec A
$0Pt VII · Sec A
Julie Wieman
Chairman
$0Pt VII · Sec A
Trisha Zybel
Secretary
$0Pt VII · Sec A
See St Michael Academy 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

Prepares students for college and life with a classical curriculum, fostering moral and intellectual excellence.

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Provided by the organization

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1 program · $394K · in their own filed words · FY2021
01

ST. Michael academy is a catholic high school serving the little traverse and northern michigans only high school offering a classical curriculum. Sma strives to develop the whole person, cultivating academic, moral, and all-around excellence in its students, from within a caring and attentive environment.

$394Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Donor Advised Charitable Giving INCFY2024$12K
Raymond James Charitable Endowment FundFY2024$6K
Total grants receivedfrom 2 funders$18K

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$731K
Ln 12
Other incomeLn 4–11$499K
Gifts and grantsLn 1h$201K
Fees for servicesLn 2g$32K
Money outPt IX
$399K
Ln 25
Programscol B$394K
Fundraisingcol D$5K
Owns and owesPt X
−$218K
net assets · Ln 32
Cash and savingsLn 1–2$17K
Total assetsLn 16$17K
LiabilitiesLn 26$235K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$201K
Government grantsLn 1e$25K
Fees for servicesLn 2g$32K
Other incomeLn 4–11$499K
Total revenueLn 12$731K
Assets in detailPt X, end of year
CashLn 1$17K
Cash and savings togetherLn 1–2$17K
Total assetsLn 16$17K
LiabilitiesLn 26$235K
Net assetsLn 32−$218K
OperationsPt I, VI
EmployeesI 517
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2−$69$17K
Total assetsLn 16$4K$17K
LiabilitiesLn 26$556K$235K
Net assetsLn 32−$552K−$218K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$114K$114K
Other employee benefitsLn 9$50K$50K
Payroll taxesLn 10$9K$9K
Legal feesLn 11b$32K$32K
Other fees for servicesLn 11g$21K$21K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$118K$118K
OccupancyLn 16$40K$40K
TravelLn 17$4K$4K
InterestLn 20$1K$1K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$399K$394K$0$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $849K$670K$179K$50K 990 PDF
FY2024 $675K$644K$31K−$129K 990 PDF
FY2023 $834K$671K$163K−$160K 990 PDF
FY2022 Viewing $731K$399K$332K−$218K 990 PDF
FY2021 $812K$760K$51K−$552K 990 PDF
FY2020 $405K$792K−$387K−$600K 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 FY2022 990 (6 parts)
Part I · Summary $731,496 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $590,699$200,621
I-9 Program service revenuePrior year $141,479$31,713
I-10 Investment income$0
I-11 Other revenuePrior year $79,470$499,162
I-12 Total revenuePrior year $811,648$731,496
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $565,765$172,992
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $194,601$226,117
I-18 Total expensesPrior year $760,366$399,109
I-19 Revenue less expensesPrior year $51,282$332,387
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $731,496 across 7 lines filed
VIII-1e Government grants$25,355
VIII-1f All other contributions, gifts and grants$175,266
VIII-1h Total contributions, gifts and grants$200,621
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $31,713$31,713
VIII-8 Net income from fundraising events$25,289
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $472,267 · Excluded from tax $1,606$473,873
VIII-12 Total revenueRelated to mission $503,980 · Excluded from tax $1,606$731,496
Part IX · Statement of functional expenses $399,109 across 12 lines filed
IX-7 Other salaries and wagesPrograms $113,557$113,557
IX-9 Other employee benefitsPrograms $50,201$50,201
IX-10 Payroll taxesPrograms $9,234$9,234
IX-11b Legal feesPrograms $32,255$32,255
IX-11g Other fees for servicesPrograms $20,742$20,742
IX-12 Advertising and promotionFundraising $4,717$4,717
IX-13 Office expensesPrograms $117,526$117,526
IX-16 OccupancyPrograms $39,899$39,899
IX-17 TravelPrograms $4,402$4,402
IX-20 InterestPrograms $1,057$1,057
IX-23 InsurancePrograms $3,272$3,272
IX-24 Other expenses (24a–d)Programs $2,247$2,247
IX-25 Total functional expensesPrograms $394,392 · Management $0 · Fundraising $4,717$399,109
Part X · Balance sheet $16,906 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year −$69$16,906
X-16 Total assetsStart of year $4,161$16,906
X-17 Accounts payable and accrued expensesStart of year $1,531$51,438
X-25 Other liabilitiesStart of year $104,070$131,217
X-26 Total liabilitiesStart of year $555,668$235,364
X-27 Net assets without donor restrictionsStart of year −$551,507−$218,458
X-32 Total net assets or fund balancesStart of year −$551,507−$218,458
X-33 Total liabilities and net assetsStart of year $4,161$16,906
Part XI · Reconciliation of net assets −$218,458 net assets at year end
XI-1 Total revenue$731,496
XI-2 Total expenses$399,109
XI-3 Revenue less expenses$332,387
XI-4 Net assets at start of year−$551,507
XI-8 Prior period adjustments$662
XI-10 Net assets at end of year−$218,458

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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