Civic Intelligence

Jesuit High School Foundation

990 • Fiscal year 2021 • EIN 26-2861918

Jul 01, 2020 to Jun 30, 2021 • Filed on May 05, 2022

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

Higher debt load relative to assets than 5% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

58th percentile

16%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$248,522

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 37.5% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

41%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$16,059,884

Up $3,076,619 (+24%) from 2020

Net Assets

Up

$16,059,484

Up $3,076,219 (+24%) from 2020

Liabilities

Up

$400

Up $400 from 2020

Revenue

Up

$663,418

Up $192,616 (+41%) from 2020

Expenses

Up

$554,774

Up $47,437 (+9.4%) from 2020

Net Income

Up

$108,644

Up $145,179 (+397%) from 2020

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

2021

Assets$16,059,884
Liabilities$400
Net Assets$16,059,484

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

2021

Revenue$663,418
Expenses$554,774
Net Income$108,644
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 5, 2022
Return Version
2020v4.2
Gross Receipts
$663,418
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$12,721,844$15,937,717▲ $3,215,873
Pledges and Grants Receivable$104,400$61,462▼ $42,938
Cash and Non-Interest-Bearing Accounts$132,080$34,689▼ $97,391
Prepaid Expenses and Deferred Charges$24,941$26,016▲ $1,075
Total Assets$12,983,265$16,059,884▲ $3,076,619
Liabilities
Accounts Payable and Accrued Expenses-$400-
Total Liabilities$0$400▲ $400
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,973,031$16,031,225▲ $3,058,194
Net Assets Without Donor Restrictions$10,234$28,259▲ $18,025
Total Net Assets Fund Balance$12,983,265$16,059,484▲ $3,076,219
Total Liabilities and Net Assets / Fund Balance$12,983,265$16,059,884▲ $3,076,619

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$12,973,034$386,762▲ $3,243,069$571,640$16,031,225
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
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$386,762
Program Service Revenue
$0
Investment Income
$276,656
Other Revenue
$0
All Other Contributions
$386,762
Change in Net Assets
$108,644

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 Traded5$33,760Fair Market Value
Total Noncash Contributions5$33,760-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$541,640
Other Expenses$13,134
Total Fundraising Expense$400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$541,640--$541,640
Fees for Services Accounting-$8,917-$8,917
Other Expenses-$3,379-$3,379
Information Technology-$438-$438
Office Expenses--$400$400
Total Functional Expenses$541,640$12,734$400$554,774
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jesuit High SchoolPortland, OR501(c)(3)Financial Aid and Operating Support.$541,640
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
Kenneth Foley
Title
President
Phone
5032922663
Signed
2022-05-05

Organization Details

Principal Officer
Thomas Arndorfer
Formed
2008
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
6

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 1,011.

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/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUNDS WILL BE USED TO SUPPORT JESUIT HIGH SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0541640
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/CompensationBasedOnRltdOrgsAmt0199400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1170927
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012915
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt111078
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt036207
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt19217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS ARNDORFER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KENNETH FOLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0248522
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1191222
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt05
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt033760
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 1,011.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

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