Civic Intelligence

Holy Cross Academy

990 • Fiscal year 2024 • EIN 16-1515770

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 10, 2024

4020 Barrington RdOneida, NY 13421

(315) 363-1669

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.20x

Higher debt load relative to assets than 79% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.16x

Higher debt load relative to revenue than 80% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Source year 2024

Net Margin

52nd percentile

7.6%

Higher net margin than 52% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE B • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

13%

Faster asset growth than 63% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

29%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$378,814

Up $42,600 (+13%) from 2023

Net Assets

Up

$301,615

Up $37,057 (+14%) from 2023

Liabilities

Up

$77,199

Up $5,543 (+7.7%) from 2023

Revenue

Up

$481,899

Up $108,991 (+29%) from 2023

Expenses

Down

$445,237

Down $20,337 (-4.4%) from 2023

Net Income

Up

$36,662

Up $129,328 (+140%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $344,157Liabilities 2010: $219,673Net Assets 2010: $124,4842010Assets 2011: $332,713Liabilities 2011: $199,575Net Assets 2011: $133,1382011Assets 2012: $330,118Liabilities 2012: $182,292Net Assets 2012: $147,8262012Assets 2013: $372,577Liabilities 2013: $143,799Net Assets 2013: $228,7782013Assets 2014: $352,967Liabilities 2014: $114,797Net Assets 2014: $238,1702014Assets 2015: $367,530Liabilities 2015: $90,046Net Assets 2015: $277,4842015Assets 2016: $397,680Liabilities 2016: $54,548Net Assets 2016: $343,1322016Assets 2017: $378,476Liabilities 2017: $20,221Net Assets 2017: $358,2552017Assets 2018: $425,168Liabilities 2018: $0Net Assets 2018: $425,1682018Assets 2019: $408,304Liabilities 2019: $0Net Assets 2019: $408,3042019Assets 2020: $488,749Liabilities 2020: $85,479Net Assets 2020: $403,2702020Assets 2021: $537,748Liabilities 2021: $78,350Net Assets 2021: $459,3982021Assets 2022: $427,067Liabilities 2022: $70,801Net Assets 2022: $356,2662022Assets 2023: $336,214Liabilities 2023: $71,656Net Assets 2023: $264,5582023Assets 2024: $378,814Liabilities 2024: $77,199Net Assets 2024: $301,6152024Assets 2025: $334,658Liabilities 2025: $45,392Net Assets 2025: $289,2662025

Highlighted filing

2024

Assets$378,814
Liabilities$77,199
Net Assets$301,615

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $356,457Expenses 2010: $331,342Net Income 2010: $25,1152010Expenses 2011: $359,9612011Expenses 2012: $374,9752012Revenue 2013: $456,684Expenses 2013: $375,732Net Income 2013: $80,9522013Revenue 2014: $384,774Expenses 2014: $375,382Net Income 2014: $9,3922014Revenue 2015: $450,522Expenses 2015: $411,208Net Income 2015: $39,3142015Revenue 2016: $490,218Expenses 2016: $446,461Net Income 2016: $43,7572016Revenue 2017: $416,387Expenses 2017: $401,264Net Income 2017: $15,1232017Revenue 2018: $513,870Expenses 2018: $446,957Net Income 2018: $66,9132018Revenue 2019: $412,653Expenses 2019: $429,517Net Income 2019: -$16,8642019Revenue 2020: $408,519Expenses 2020: $413,553Net Income 2020: -$5,0342020Revenue 2021: $458,954Expenses 2021: $402,826Net Income 2021: $56,1282021Revenue 2022: $328,105Expenses 2022: $429,935Net Income 2022: -$101,8302022Revenue 2023: $372,908Expenses 2023: $465,574Net Income 2023: -$92,6662023Revenue 2024: $481,899Expenses 2024: $445,237Net Income 2024: $36,6622024Revenue 2025: $416,961Expenses 2025: $429,717Net Income 2025: -$12,7562025

Highlighted filing

2024

Revenue$481,899
Expenses$445,237
Net Income$36,662
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$517,222
Mission and Program Overview

Mission

Operation of a private, secondary school teaching in the catholic tradition with aprroximately 80-100 students in grades 7-12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$322,828$310,052▼ $12,776
Cash and Non-Interest-Bearing Accounts$3,524$57,569▲ $54,045
Loans From Officers Directors$8,850$22,850▲ $14,000
Investments in Publicly Traded Securities$9,729$5,674▼ $4,055
Savings and Temporary Cash Investments$133$5,519▲ $5,386
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$336,214$378,814▲ $42,600
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$62,806$54,349▼ $8,457
Total Liabilities$71,656$77,199▲ $5,543
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$264,558$301,615▲ $37,057
Total Net Assets Fund Balance$264,558$301,615▲ $37,057
Total Liabilities and Net Assets / Fund Balance$336,214$378,814▲ $42,600

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$284,231$176,191$460,422
Land$23,000-$23,000
Equipment$2,821$10,607$13,428
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel J MillerPresident
Michael LaucelloVice President
Therese MaciagPrincipal
Margaret MillerSecretary
Paul VanlieshoutTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,158
Program Service Revenue
$201,763
Investment Income
$358
Other Revenue
$63,620
All Other Contributions
$190,438
Change in Net Assets
$36,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$332,791
Other Expenses$109,005
Grants and Similar Amounts Paid$3,441
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$306,527-$306,527
Payroll Taxes-$26,264-$26,264
Depreciation Depletion$14,126--$14,126
Insurance-$13,219-$13,219
Occupancy-$12,650-$12,650
Office Expenses-$7,631-$7,631
All Other Expenses$3,723--$3,723
Grants to Domestic Individuals$3,441--$3,441
Interest-$3,400-$3,400
Fees for Services Accounting-$2,630-$2,630
Other Expenses$2,389$2,505-$2,389
Advertising-$235-$235
Total Functional Expenses$70,176$375,061$0$445,237
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$98,943
Fundraising Direct Expenses$35,323
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Misc$31,881$31,881$11,477$20,404
Plant Sale$24,622$24,622$12,976$11,646
Total Events$98,943$98,943$35,323$63,620
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$8,850$22,850▲ $14,000
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Margaret miller is mother of board president daniel miller.daniel miller is brother of principal therese maciag.

Form 990, Part VI, Section B, Line 11B

Copy of return is provided to president before filing.

Form 990, Part VI, Section C, Line 19

Copy of tax return is available upon written request

Filing and Contact Details

Filer

Filer Name
Holy Cross Academy
EIN
16-1515770
Phone
3153631669
Address
4020 BARRINGTON RD, ONEIDA, NY 13421

Signing Officer

Name
Daniel J Miller
Title
President
Signed
2024-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Miller
Formed
1997
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
0
Employees
27

Preparer

Firm
Marshall & Hatfield Inc
Address
317 MAIN ST, ONEIDA, NY 13421
Preparer
Sarah Marshall CPA
Phone
3153636949
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Unrealized gain on investments = $395

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYProgramServiceRevenueAmt0137019
IRS990/PYRevenuesLessExpensesAmt0-92666
IRS990/PYSalariesCompEmpBnftPaidAmt0367820
IRS990/PYTotalExpensesAmt0465574
IRS990/PYTotalRevenueAmt0372908
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt036662
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0133
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05519
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0284231
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0176191
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0460422
IRS990ScheduleD/EquipmentGrp/BookValueAmt02821
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010607
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013428
IRS990ScheduleD/LandGrp/BookValueAmt023000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt023000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0310052
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035323
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER MISC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PLANT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt042440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt098943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt042440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt098943
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063620
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010870
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035323
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011477
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012976
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARGARET MILLER IS MOTHER OF BOARD PRESIDENT DANIEL MILLER.DANIEL MILLER IS BROTHER OF PRINCIPAL THERESE MACIAG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF RETURN IS PROVIDED TO PRESIDENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF TAX RETURN IS AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS = $395
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0336214
IRS990/TotalAssetsEOYAmt0378814
IRS990/TotalAssetsGrp/BOYAmt0336214
IRS990/TotalAssetsGrp/EOYAmt0378814
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0216158
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0375061
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070176
IRS990/TotalFunctionalExpensesGrp/TotalAmt0445237
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt071656
IRS990/TotalLiabilitiesEOYAmt077199
IRS990/TotalLiabilitiesGrp/BOYAmt071656
IRS990/TotalLiabilitiesGrp/EOYAmt077199
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0264558
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0301615
IRS990/TotalProgramServiceExpensesAmt070176
IRS990/TotalProgramServiceRevenueAmt0201763
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0202121
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0481899
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0336214
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0378814
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04020 BARRINGTON RD
IRS990/USAddress/CityNm0ONEIDA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013421
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.HOLYCROSSACADEMY.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY CROSS ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0161515770

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.35$0.45$2.89$4.17$4.30$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.79$0.77$3.02$4.82$4.45$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.72$2.65$3.73$4.66$0.93
2022Detailed filing. Detailed filing data is available for this year.$4.27$0.71$3.56$3.28$4.30$1.02
2021Detailed filing. Detailed filing data is available for this year.$5.38$0.78$4.59$4.59$4.03$0.56
2020Detailed filing. Detailed filing data is available for this year.$4.89$0.85$4.03$4.09$4.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$4.13$4.30$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$5.14$4.47$0.67
2017Summary only. Only limited summary data is available for this year.$3.78$0.20$3.58$4.16$4.01$0.15
2016Summary only. Only limited summary data is available for this year.$3.98$0.55$3.43$4.90$4.46$0.44
2015Summary only. Only limited summary data is available for this year.$3.68$0.90$2.77$4.51$4.11$0.39
2014Detailed filing. Detailed filing data is available for this year.$3.53$1.15$2.38$3.85$3.75$0.09
2013Summary only. Only limited summary data is available for this year.$3.73$1.44$2.29$4.57$3.76$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$1.82$1.48$3.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$2.00$1.33$3.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$2.20$1.24$3.56$3.31$0.25