CARMEL OF MARY IMMACULATE TA Charity Report

Tax-exempt status may be revoked

CARMEL OF MARY IMMACULATE TA

EIN 34-6506313 · Philanthropy, Voluntarism & Grantmaking Foundations N.E.C. (T99)

What they do

Grants Are Made According to The Trust Agreement Dated May 15, 1950. TIAA, FSB As Trustee Makes Distributions According to The Direction of The Reverend Mother of Carmel Monastery. The Rev Mother Has The Right to Revoke, Modify or Add to The Trust. Funds Shall Be Used for The Benefit of The Carmel of Mary Immaculate Monastery. TIAA Maintains A Responsiveness to The Needs and Activities of The Monastery In The Attainment of Its Mission.

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This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2020The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders2 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

25.37%of revenue went to mission work60.5% of expenses · Program services

$41.92spent for every $100 of revenueRevenue covered expenses this year.

16.55%of revenue went to management and office costs39.5% of expenses

$38.24in assets for every $1 spent this yearSome assets cannot be spent right away.

1.8%of its money came from giftsOther money may come from services or investments.

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Pay context: The highest compensation shown in this filing is $35,972 for TIAA FSB (TRUSTEE). Compare pay with organizations of similar size and complexity.

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Money

Financial picture

Tax year 2020

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$226,453

Mission workProgram services$57,45925.37% of revenue60.5% of expenses

ManagementOffice and general costs$37,46816.55% of revenue39.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$131,52658.08% of revenueShown in gray on the chart

Total expenses$94,92741.92% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2020CurrentExpense mix: 60.5% mission · 39.5% management · 0.0% fundraisingTotal expenses: 41.92% of revenue

2019Expense mix: 47.7% mission · 52.3% management · 0.0% fundraisingTotal expenses: 28.86% of revenue

Money in and money out

Revenue$226,453

Expenses$94,927

Annual surplus $131,526 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$57,459 · 60.5% of expenses

Management and office costs$37,468 · 39.5% of expenses

See all reported dollar amounts

Revenue$226,453

Expenses$94,927

Assets$3,629,639

Income$1,854,000

Contributions$3,965

Mission work (program services)$57,459

Grants given$115,882

Average grant$57,941

Management and general$37,468

Executive compensation (total)$35,972

Stocks and bonds$3,455,983

People

Leadership and board

Tax year 2020

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TIAA FSBTRUSTEE · 1 hrs/week $35,972

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (2)

TIAA FSBTRUSTEE

MOTHER MARY ELIZABETHDIRECTOR

About this charity

Location: 211 NORTH BROADWAY SUITE 1000, ST LOUIS, MO 63102
County: St. Louis (city)
In care of: TIAA-CREF TRUST COMPANY
Primary officer: TIAA-CREF TRUST COMPANY, TRUST OFFICER

How to reach them

Phone(314) 244-5066

Filing and classification

Latest tax year: 2020
Tax period began: January 1, 2020
Return type: 990
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C. (T99)
IRS tax category: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C.
Grant-giving organization: Yes
Revocation date: May 15, 2024