Civic Intelligence

Jesuit High School Foundation

990 • Fiscal year 2020 • EIN 26-2861918

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 05, 2021

9000 SW Beaverton-hillsdale HwyPortland, OR 97225-2491

(503) 292-2663

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

21st percentile

-7.8%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

70th percentile

$244,223

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 51.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$12,983,265

No earlier filing loaded for comparison.

Net Assets

$12,983,265

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$470,802

No earlier filing loaded for comparison.

Expenses

$507,337

No earlier filing loaded for comparison.

Net Income

-$36,535

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2020: $12,983,265Liabilities 2020: $0Net Assets 2020: $12,983,2652020Assets 2021: $16,059,884Liabilities 2021: $400Net Assets 2021: $16,059,4842021Assets 2022: $13,847,259Liabilities 2022: $400Net Assets 2022: $13,846,8592022Assets 2023: $15,554,820Liabilities 2023: $400Net Assets 2023: $15,554,4202023Assets 2024: $17,621,303Liabilities 2024: $10,000Net Assets 2024: $17,611,3032024

Highlighted filing

2020

Assets$12,983,265
Liabilities$0
Net Assets$12,983,265

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $470,802Expenses 2020: $507,337Net Income 2020: -$36,5352020Revenue 2021: $663,418Expenses 2021: $554,774Net Income 2021: $108,6442021Revenue 2022: $663,075Expenses 2022: $630,635Net Income 2022: $32,4402022Revenue 2023: $1,469,211Expenses 2023: $645,194Net Income 2023: $824,0172023Revenue 2024: $1,283,884Expenses 2024: $666,207Net Income 2024: $617,6772024

Highlighted filing

2020

Revenue$470,802
Expenses$507,337
Net Income-$36,535
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 5, 2021
Return Version
2019v5.2
Gross Receipts
$470,802
Mission and Program Overview

Mission

The mission of the foundation is to solicit, accept, and manage contributions and gifts to support and enhance jesuit high school.

To support and enhance jesuit high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,290,418$12,721,844▲ $431,426
Cash and Non-Interest-Bearing Accounts$51,859$132,080▲ $80,221
Pledges and Grants Receivable$441,194$104,400▼ $336,794
Total Assets$12,806,984$12,983,265▲ $176,281
Other Assets Total$23,513$24,941▲ $1,428
Liabilities
Accounts Payable and Accrued Expenses$1,000--
Total Liabilities$1,000$0▼ $1,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,799,262$12,973,031▲ $173,769
Net Assets Without Donor Restrictions$6,722$10,234▲ $3,512
Total Net Assets Fund Balance$12,805,984$12,983,265▲ $177,281
Total Liabilities and Net Assets / Fund Balance$12,806,984$12,983,265▲ $176,281

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$12,799,262$189,715▲ $494,027$509,970$12,973,034
2018$11,955,295$602,783▲ $776,625$535,441$12,799,262
2017$10,784,907$796,815▲ $735,190$361,617$11,955,295
2016$9,297,350$921,019▲ $859,205$292,667$10,784,907
2015$6,942,591$2,329,068▲ $228,448$202,757$9,297,350
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$189,715
Program Service Revenue
$0
Investment Income
$281,087
Other Revenue
$0
All Other Contributions
$189,715
Change in Net Assets
$-36,535

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$53,796Fair Market Value
Total Noncash Contributions8$53,796-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$496,083
Other Expenses$11,254
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$496,083--$496,083
Fees for Services Accounting-$7,711-$7,711
Other Expenses-$3,052-$3,052
Information Technology-$491-$491
Total Functional Expenses$496,083$11,254$0$507,337
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jesuit High SchoolPortland, OR501(c)(3)Financial Aid and Operating Support.$496,083
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Thomas arndorfer is the president and kenneth foley is the cfo and treasurer of jesuit high school.

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

The form 990 is prepared by an outside cpa firm and provided to members of the governing body for their review prior to filing.

Form 990, Part VI, Section B, Line 12C

Compliance with the conflict of interest policy is monitored by the board of trustees.

Form 990, Part VI, Section C, Line 19

Governing documents and conflict of interest policy are made available upon request.

Filing and Contact Details

Filer

Filer Name
Jesuit High School Foundation
EIN
26-2861918
Phone
5032922663
Address
9000 SW BEAVERTON-HILLSDALE HWY, PORTLAND, OR 97225-2491

Signing Officer

Name
Thomas Arndorfer
Title
President
Phone
5032922663
Signed
2021-04-05

Organization Details

Principal Officer
Thomas Arndorfer
Formed
2008
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Gary Mcgee & Co Llp
Address
1000 SW BROADWAY SUITE 1200, PORTLAND, OR 97205
Preparer
Yee Lee Mcgee
Phone
5032222515
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in the cash surrender value of life insurance 1,427.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment funds will be used to support jesuit high school.

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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0202757
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUNDS WILL BE USED TO SUPPORT JESUIT HIGH SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0496083
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL AID AND OPERATING SUPPORT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JESUIT HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0930448866
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09000 SW BEAVERTON HILLSDALE HWY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0972252491
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MONITORS THE USE OF GRANT FUNDS TO JESUIT HIGH SCHOOL BY OBTAINING AND REVIEWING YEARLY FINANCIAL REPORTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0199760
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1163989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012420
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt110654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt032043
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt112110
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS ARNDORFER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KENNETH FOLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0244223
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1186753
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt08
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt053796
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMAS ARNDORFER IS THE PRESIDENT AND KENNETH FOLEY IS THE CFO AND TREASURER OF JESUIT HIGH SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND PROVIDED TO MEMBERS OF THE GOVERNING BODY FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN THE CASH SURRENDER VALUE OF LIFE INSURANCE 1,427.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0JESUIT HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JESUIT HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt19300 HILLSDALE LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930448866
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1BUSINESS RENTALS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09000 BEAVERTON-HILLSDALE HWY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt19000 BEAVERTON-HILLSDALE HWY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0972252436
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1972252436
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

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