Civic Intelligence

St. James School Education Foundation

990 • Fiscal year 2022 • EIN 20-0992929

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 27, 2023

Organization Profilewww.sjsef.org
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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

159%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,530,283

Down $256,267 (-14%) from 2021

Net Assets

Down

$1,530,283

Down $256,267 (-14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$163,128

Down $447,076 (-157%) from 2021

Expenses

Down

$96,382

Down $39,346 (-29%) from 2021

Net Income

Down

-$259,510

Down $407,730 (-275%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2022

Assets$1,530,283
Liabilities$0
Net Assets$1,530,283
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$163,128
Expenses$96,382
Net Income-$259,510
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 27, 2023
Return Version
2021v4.1
Gross Receipts
$163,128
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$1,786,550$1,530,283▼ $256,267
Investments Other Securities$1,774,062$1,510,001▼ $264,061
Cash and Non-Interest-Bearing Accounts$15,731$20,282▲ $4,551
Savings and Temporary Cash Investments-$0-
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 Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Land, Buildings, and Equipment, Net$-3,243$0▲ $3,243
Total Assets$1,786,550$1,530,283▼ $256,267
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,786,550$1,530,283▼ $256,267
Total Liabilities and Net Assets / Fund Balance$1,786,550$1,530,283▼ $256,267

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$51,122$51,122
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bryant DelgadilloPresident
Henry AlvarezVice President
Catherine MilliganBoard Member
Robin CrockerBoard Member
Stella DesjardinsBoard Member
Jean LeeSecretary
Maureen BrockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,107
Program Service Revenue
$0
Investment Income
$-182,235
Other Revenue
$0
All Other Contributions
$19,107
Change in Net Assets
$-259,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,382
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 Service Investment Mgmnt Fees-$9,506-$9,506
Fees for Services Other-$1,174-$1,174
Other Expenses$83,850$217-$217
Office Expenses-$111-$111
All Other Expenses-$10-$10
Total Functional Expenses$83,850$12,532$0$96,382
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
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
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“St. James school education foundation treasurer keeps track of the finances in order to prepare financial reports to give to an outside cpa firm to prepare form 990.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“St. James school education foundation treasurer keeps track of the finances in order to prepare financial reports which are used to inform school families how their donations are being spent. The financials are also used to show how the education foundations' investments are growing.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The form is reviewed by the finance committee.”

FORM 990, PART VI, SECTION B, 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, PART IV, SECTION C, 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 Education Foundation
EIN
20-0992929
Phone
3103710416
Address
4625 GARNET STREET, TORRANCE, CA 90503

Signing Officer

Name
Maureen Brock
Title
Treasurer
Phone
3103710416
Signed
2023-07-27
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 Inc
Address
6261 Katella Ave SUITE 250, Cypress, CA 90630
Preparer
Patrick G Murphy CPA
Phone
7148215550
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line9

“For rounding purposes - ($2.00)”

Raw XML Appendix393 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt067325
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ST. JAMES SCHOOL EDUCATION FOUNDATION TREASURER KEEPS TRACK OF THE FINANCES IN ORDER TO PREPARE FINANCIAL REPORTS TO GIVE TO AN OUTSIDE CPA FIRM TO PREPARE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ST. JAMES SCHOOL EDUCATION FOUNDATION TREASURER KEEPS TRACK OF THE FINANCES IN ORDER TO PREPARE FINANCIAL REPORTS WHICH ARE USED TO INFORM SCHOOL FAMILIES HOW THEIR DONATIONS ARE BEING SPENT. THE FINANCIALS ARE ALSO USED TO SHOW HOW THE EDUCATION FOUNDATIONS' INVESTMENTS ARE GROWING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM IS REVIEWED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL 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)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FOR ROUNDING PURPOSES - ($2.00)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IV, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE9
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IRS990/WebsiteAddressTxt0www.sjsef.org
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN BROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03103710416
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JAMES SCHOOL EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STJA
ReturnHeader/Filer/EIN0200992929
ReturnHeader/Filer/PhoneNum03103710416
ReturnHeader/Filer/USAddress/AddressLine1Txt04625 GARNET STREET
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200521729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Murphy Murphy & Murphy Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06261 Katella Ave SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cypress
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090630
ReturnHeader/PreparerPersonGrp/PhoneNum07148215550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick G Murphy CPA
ReturnHeader/ReturnTs02023-07-27T11:14:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAUREEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROCK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,530,283
Liabilities
$0
Net assets
$1,530,283
Revenue
-$163,128
Expenses
$96,382
Net income
-$259,510
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