Civic Intelligence

St. James School Education Foundation

990 • Fiscal year 2020 • EIN 20-0992929

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

4625 Garnet StreetTorrance, CA 90503

(310) 371-0416

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

24th percentile

-2.2%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-45%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,638,330

Down $37,286 (-2.2%) from 2019

Net Assets

Down

$1,638,330

Down $22,115 (-1.3%) from 2019

Liabilities

Down

$0

Down $15,171 (-100%) from 2019

Revenue

Down

$86,684

Down $71,651 (-45%) from 2019

Expenses

Down

$108,799

Down $21,771 (-17%) from 2019

Net Income

Down

-$22,115

Down $49,880 (-180%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,217,429Liabilities 2010: $0Net Assets 2010: $1,217,4292010Assets 2011: $1,311,394Liabilities 2011: $0Net Assets 2011: $1,311,3942011Assets 2012: $1,388,022Liabilities 2012: $17,135Net Assets 2012: $1,370,8872012Assets 2013: $1,449,496Liabilities 2013: $0Net Assets 2013: $1,449,4962013Assets 2014: $1,491,129Liabilities 2014: $220Net Assets 2014: $1,490,9092014Assets 2015: $1,556,565Liabilities 2015: $0Net Assets 2015: $1,556,5652015Assets 2016: $1,600,007Liabilities 2016: $0Net Assets 2016: $1,600,0072016Assets 2017: $1,646,412Liabilities 2017: $0Net Assets 2017: $1,646,4122017Assets 2018: $1,664,861Liabilities 2018: $32,189Net Assets 2018: $1,632,6722018Assets 2019: $1,675,616Liabilities 2019: $15,171Net Assets 2019: $1,660,4452019Assets 2020: $1,638,330Liabilities 2020: $0Net Assets 2020: $1,638,3302020Assets 2021: $1,786,550Liabilities 2021: $0Net Assets 2021: $1,786,5502021Assets 2022: $1,530,283Liabilities 2022: $0Net Assets 2022: $1,530,2832022Assets 2023: $1,569,118Liabilities 2023: $891Net Assets 2023: $1,568,2272023Assets 2024: $1,744,969Liabilities 2024: $66,000Net Assets 2024: $1,678,9692024Assets 2025: $1,793,177Liabilities 2025: $0Net Assets 2025: $1,793,1772025

Highlighted filing

2020

Assets$1,638,330
Liabilities$0
Net Assets$1,638,330

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $56,5962010Revenue 2011: $170,334Expenses 2011: $76,369Net Income 2011: $93,9652011Expenses 2012: $145,0482012Expenses 2013: $86,4052013Revenue 2014: $155,784Expenses 2014: $114,371Net Income 2014: $41,4132014Revenue 2015: $151,634Expenses 2015: $86,312Net Income 2015: $65,3222015Revenue 2016: $138,233Expenses 2016: $90,751Net Income 2016: $47,4822016Revenue 2017: $125,247Expenses 2017: $135,302Net Income 2017: -$10,0552017Revenue 2018: $124,565Expenses 2018: $138,298Net Income 2018: -$13,7332018Revenue 2019: $158,335Expenses 2019: $130,570Net Income 2019: $27,7652019Revenue 2020: $86,684Expenses 2020: $108,799Net Income 2020: -$22,1152020Revenue 2021: $283,948Expenses 2021: $135,728Net Income 2021: $148,2202021Revenue 2022: -$163,128Expenses 2022: $96,382Net Income 2022: -$259,5102022Revenue 2023: $188,184Expenses 2023: $150,240Net Income 2023: $37,9442023Revenue 2024: $203,643Expenses 2024: $92,901Net Income 2024: $110,7422024Revenue 2025: $196,692Expenses 2025: $82,484Net Income 2025: $114,2082025

Highlighted filing

2020

Revenue$86,684
Expenses$108,799
Net Income-$22,115
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$86,684
Mission and Program Overview

Mission

To provide financial support to st james school and further the education of the children attending st james school.

To provide financial support to st. James school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,660,445$1,638,330▼ $22,115
Investments in Publicly Traded Securities$1,608,908$1,633,696▲ $24,788
Cash and Non-Interest-Bearing Accounts$48,923$3,266▼ $45,657
Land, Buildings, and Equipment, Net$17,785$1,368▼ $16,417
Total Assets$1,675,616$1,638,330▼ $37,286
Liabilities
Unsecured Notes Loans Payable$15,171--
Total Liabilities$15,171$0▼ $15,171
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,660,445$1,638,330▼ $22,115
Total Liabilities and Net Assets / Fund Balance$1,675,616$1,638,330▼ $37,286

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,368$47,884$49,252
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bryant DelgadilloPresident
Kevin BabuderBoard Member
Randy SgroBoard Member
Robin CrockerBoard Member
Stella DesjardinsBoard Member
Jean LeeSecretary
Maureen BrockTreasurer
Henry AlvarezVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$54,604
Program Service Revenue
$0
Investment Income
$32,080
Other Revenue
$0
All Other Contributions
$54,604
Change in Net Assets
$-22,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,799
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$90,512--$90,512
Depreciation Depletion$18,287--$18,287
Total Functional Expenses$108,799$0$0$108,799
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form is reviewed by the finance committee.

Form 990, Page 6, Part VI, Line 12C

All officers are required to disclose any conflicts of interest, the conflict would then be discussed and the appropriate action taken (ie: removal from deliberations and discussions regarding the conflicted transaction)

Form 990, Page 6, Part VI, Line 19

The organization makes it governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
St James School Educ Foundation
EIN
20-0992929
Phone
3103710416
Address
4625 GARNET STREET, TORRANCE, CA 90503

Signing Officer

Name
Maureen Brock
Title
Treasurer
Phone
3103710416
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maureen Brock
Formed
2004
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Murphy Murphy & Murphy
Address
5665 PLAZA DR STE 350, CYPRESS, CA 90630-5037
Preparer
Patrick G Murphy CPA
Phone
7148215550
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To provide financial support to st. James school and further the education of the children attending st. James school.

Form 990, Part IX, Line 11G

Accounting fees 803 0 0 bank charge 6 0 0 casino night expense 3,895 0 0 ccfla-account fees 1,058 0 0 data base fees 708 0 0 insurance 2,955 0 0 investment fees-charles schwa 6,228 0 0 marketing 102 0 0 merchant fees 587 0 0 paypal fees 190 0 0 program exp- educational 83,000 0 0 program exp-tech program -9,833 0 0 registration & fees 319 0 0 subscriptions 375 0 0 supplies 59 0 0 tax 60 0 0 total 90,512 0 0

Raw XML Appendix290 raw XML fields

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/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM IS REVIEWED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST, THE CONFLICT WOULD THEN BE DISCUSSED AND THE APPROPRIATE ACTION TAKEN (IE: REMOVAL FROM DELIBERATIONS AND DISCUSSIONS REGARDING THE CONFLICTED TRANSACTION)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTING FEES 803 0 0 BANK CHARGE 6 0 0 CASINO NIGHT EXPENSE 3,895 0 0 CCFLA-ACCOUNT FEES 1,058 0 0 DATA BASE FEES 708 0 0 INSURANCE 2,955 0 0 INVESTMENT FEES-CHARLES SCHWA 6,228 0 0 MARKETING 102 0 0 MERCHANT FEES 587 0 0 PAYPAL FEES 190 0 0 PROGRAM EXP- EDUCATIONAL 83,000 0 0 PROGRAM EXP-TECH PROGRAM -9,833 0 0 REGISTRATION & FEES 319 0 0 SUBSCRIPTIONS 375 0 0 SUPPLIES 59 0 0 TAX 60 0 0 TOTAL 90,512 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN BROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03103710416
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JAMES SCHOOL EDUC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STJA
ReturnHeader/Filer/EIN0200992929
ReturnHeader/Filer/PhoneNum03103710416
ReturnHeader/Filer/USAddress/AddressLine1Txt04625 GARNET STREET
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090503
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200521729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURPHY MURPHY & MURPHY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05665 PLAZA DR STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CYPRESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0906305037
ReturnHeader/PreparerPersonGrp/PhoneNum07148215550
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK G MURPHY CPA
ReturnHeader/ReturnTs02021-05-18T04:30:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.20$0.08$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.07$1.68$0.20$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.19$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.16$0.10$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.28$0.14$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.02$1.66$0.16$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.63$0.12$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.14$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.15$0.09$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.16$0.11$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.02$1.37$0.15
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.17$0.08$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.06