Civic Intelligence

Sierra Madre Academy Inc DBA Saint Joseph Academy

990 • Fiscal year 2016 • EIN 33-0643364

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 01, 2017

Organization ProfileWWW.SAINTJOSEPHACADEMY.ORG

View Organization Page

500 Las FloresSan Marcos, CA 92078

(760) 305-8505

Siviq Scores

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

Liabilities / Assets

84th percentile

0.73x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

1.60x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

27th percentile

-4.4%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$41,709

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

17th percentile

-5.8%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

31%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$5,486,096

Down $335,952 (-5.8%) from 2015

Net Assets

Down

$1,498,005

Down $110,786 (-6.9%) from 2015

Liabilities

Down

$3,988,091

Down $225,166 (-5.3%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin27th percentile

Revenue

Up

$2,491,564

Up $594,125 (+31%) from 2015

Expenses

Up

$2,602,350

Up $297,748 (+13%) from 2015

Net Income

Up

-$110,786

Up $296,377 (+73%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $5,822,048Liabilities 2015: $4,213,257Net Assets 2015: $1,608,7912015Assets 2016: $5,486,096Liabilities 2016: $3,988,091Net Assets 2016: $1,498,0052016Assets 2017: $5,285,902Liabilities 2017: $3,903,725Net Assets 2017: $1,382,1772017Assets 2018: $5,240,487Liabilities 2018: $3,815,013Net Assets 2018: $1,425,4742018Assets 2019: $5,226,654Liabilities 2019: $3,701,885Net Assets 2019: $1,524,7692019Assets 2021: $5,405,082Liabilities 2021: $3,778,796Net Assets 2021: $1,626,2862021Assets 2022: $5,497,781Liabilities 2022: $3,547,248Net Assets 2022: $1,950,5332022Assets 2023: $5,062,927Liabilities 2023: $3,443,057Net Assets 2023: $1,619,8702023Assets 2024: $4,816,229Liabilities 2024: $3,311,715Net Assets 2024: $1,504,5142024Assets 2025: $5,059,241Liabilities 2025: $3,226,380Net Assets 2025: $1,832,8612025

Highlighted filing

2016

Assets$5,486,096
Liabilities$3,988,091
Net Assets$1,498,005
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2015: $1,897,439Expenses 2015: $2,304,602Net Income 2015: -$407,1632015Revenue 2016: $2,491,564Expenses 2016: $2,602,350Net Income 2016: -$110,7862016Revenue 2017: $2,156,079Expenses 2017: $2,271,907Net Income 2017: -$115,8282017Revenue 2018: $2,156,589Expenses 2018: $2,113,292Net Income 2018: $43,2972018Revenue 2019: $1,985,055Expenses 2019: $1,885,760Net Income 2019: $99,2952019Revenue 2021: $2,646,948Expenses 2021: $2,658,071Net Income 2021: -$11,1232021Revenue 2022: $3,611,634Expenses 2022: $3,287,387Net Income 2022: $324,2472022Revenue 2023: $3,048,636Expenses 2023: $3,379,299Net Income 2023: -$330,6632023Revenue 2024: $3,301,882Expenses 2024: $3,417,238Net Income 2024: -$115,3562024Revenue 2025: $3,788,268Expenses 2025: $3,459,921Net Income 2025: $328,3472025

Highlighted filing

2016

Revenue$2,491,564
Expenses$2,602,350
Net Income-$110,786
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 1, 2017
Return Version
2015v3.0
Gross Receipts
$2,553,156
Mission and Program Overview

Mission

School for transitional kindergarten through grade 12.

This organization provides a catholic school for kindergarten through grade 12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,946,540$4,826,905▼ $119,635
Savings and Temporary Cash Investments$290,087$236,901▼ $53,186
Cash and Non-Interest-Bearing Accounts$59,310$57,614▼ $1,696
Accounts Receivable$180,989$50,464▼ $130,525
Prepaid Expenses and Deferred Charges$24,505$24,901▲ $396
Intangible Assets$19,709$14,188▼ $5,521
Total Assets$5,822,048$5,486,096▼ $335,952
Other Assets Total$300,908$275,123▼ $25,785
Liabilities
Other Liabilities$4,083,617$3,912,074▼ $171,543
Deferred Revenue$86,450$56,115▼ $30,335
Accounts Payable and Accrued Expenses$43,190$19,902▼ $23,288
Total Liabilities$4,213,257$3,988,091▼ $225,166
Net Assets / Fund Balance
Unrestricted Net Assets$1,608,791$1,298,005▼ $310,786
Temporarily Rstr Net Assets-$200,000-
Total Net Assets Fund Balance$1,608,791$1,498,005▼ $110,786
Total Liabilities and Net Assets / Fund Balance$5,822,048$5,486,096▼ $335,952

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,282,851$1,380,725$5,663,576
Land$400,000-$400,000
Other Land Buildings$141,163$155,697$296,860
Equipment$2,891$46,986$49,877
Other Assets Org$275,123--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara De La TorreSecretaryFT$41,709$41,709

Board Members and Trustees

NameTitle
Decon Frank MercadanteChairman
Jon WesterBoard Member
Ned HeiskellBoard Member
Jerry HillCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$309,445
Program Service Revenue
$2,044,429
Investment Income
$464
Other Revenue
$137,226
All Other Contributions
$309,445
Change in Net Assets
$-110,786
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,390,483
Salaries, Compensation, and Employee Benefits$1,211,867
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,101,487--$1,101,487
All Other Expenses$253,002--$253,002
Depreciation Depletion$184,071--$184,071
Interest$160,948--$160,948
Insurance$105,600--$105,600
Payroll Taxes$97,181--$97,181
Occupancy$92,715--$92,715
Other Expenses$41,375--$41,375
Other Employee Benefits$13,199--$13,199
Fees for Services Other$1,128--$1,128
Total Functional Expenses$2,602,350$0$0$2,602,350
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$146,345
Fundraising Direct Expenses$61,592
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Income$76,645$76,645$13,238$63,407
Fall Raffle$69,700$69,700$2,028$67,672
Total Events$146,345$146,345$61,592$84,753
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage on Property$3,910,718
Accrued Payroll Taxes$1,356
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
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, Part VI, Section B, Line 11

“Form 990 is reviewed by barbara de la torre, secretary.”

Form 990, Part VI, Section B, Line 15A

“The board reviews and approves officer compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available at the school upon request.”

Filing and Contact Details

Filer

Filer Name
Sierra Madre Academy Inc
EIN
33-0643364
Phone
7603058505
Address
500 LAS FLORES, SAN MARCOS, CA 92078

Signing Officer

Name
Barbara De La Torre
Title
Secretary
Phone
7603058505
Signed
2017-02-01
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
82
Volunteers
275

Preparer

Firm
Dorothy Mclin CPA
Address
3409 AVENIDA HACIENDA, ESCONDIDO, CA 92029
Preparer
Dorothy Mclin
Phone
7608074695
Raw XML Appendix397 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043190
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019902
IRS990/AccountsReceivableGrp/BOYAmt0180989
IRS990/AccountsReceivableGrp/EOYAmt050464
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THIS ORGANIZATION PROVIDES A CATHOLIC SCHOOL FOR KINDERGARTEN THROUGH GRADE 12.
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt0309445
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0253002
IRS990/AllOtherExpensesGrp/TotalAmt0253002
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MRS DE LA TORRE
IRS990/BooksInCareOfDetail/PhoneNum07603058505
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 LAS FLORES DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092078
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt059310
IRS990/CashNonInterestBearingGrp/EOYAmt057614
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0309445
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0464
IRS990/CYOtherExpensesAmt01390483
IRS990/CYOtherRevenueAmt0137226
IRS990/CYProgramServiceRevenueAmt02044429
IRS990/CYRevenuesLessExpensesAmt0-110786
IRS990/CYSalariesCompEmpBnftPaidAmt01211867
IRS990/CYTotalExpensesAmt02602350
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02491564
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt086450
IRS990/DeferredRevenueGrp/EOYAmt056115
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0184071
IRS990/DepreciationDepletionGrp/TotalAmt0184071
IRS990/Desc0THIS ORGANIZATION PROVIDES A CATHOLIC SCHOOL FOR KINDERGARTEN THROUGH GRADE 12.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt082
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02602350
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01128
IRS990/FeesForServicesOtherGrp/TotalAmt01128
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DECON FRANK MERCADANTE
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA DE LA TORRE
IRS990/Form990PartVIISectionAGrp/PersonNm2NED HEISKELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JERRY HILL
IRS990/Form990PartVIISectionAGrp/PersonNm4JON WESTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt141709
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt061592
IRS990/FundraisingGrossIncomeAmt0146345
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02553156
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0105600
IRS990/InsuranceGrp/TotalAmt0105600
IRS990/IntangibleAssetsGrp/BOYAmt019709
IRS990/IntangibleAssetsGrp/EOYAmt014188
IRS990/InterestGrp/ProgramServicesAmt0160948
IRS990/InterestGrp/TotalAmt0160948
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0464
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0464
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt03
IRS990/LandBldgEquipAccumDeprecAmt01583408
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04946540
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04826905
IRS990/LandBldgEquipCostOrOtherBssAmt06410313
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION PROVIDES A CATHOLIC SCHOOL FOR KINDERGARTEN THROUGH GRADE 12.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01608791
IRS990/NetAssetsOrFundBalancesEOYAmt01498005
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt084753
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt084753
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt092715
IRS990/OccupancyGrp/TotalAmt092715
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0300908
IRS990/OtherAssetsTotalGrp/EOYAmt0275123
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013199
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013199
IRS990/OtherExpensesGrp/Desc0TUITION ASSISTANCE
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT EXPENSE
IRS990/OtherExpensesGrp/Desc2PLEDGE REVERSALS
IRS990/OtherExpensesGrp/Desc3CURRICULUM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0421093
IRS990/OtherExpensesGrp/ProgramServicesAmt187868
IRS990/OtherExpensesGrp/ProgramServicesAmt242683
IRS990/OtherExpensesGrp/ProgramServicesAmt341375
IRS990/OtherExpensesGrp/TotalAmt0421093
IRS990/OtherExpensesGrp/TotalAmt187868
IRS990/OtherExpensesGrp/TotalAmt242683
IRS990/OtherExpensesGrp/TotalAmt341375
IRS990/OtherLiabilitiesGrp/BOYAmt04083617
IRS990/OtherLiabilitiesGrp/EOYAmt03912074
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/BusinessCd1611600
IRS990/OtherRevenueMiscGrp/BusinessCd2611600
IRS990/OtherRevenueMiscGrp/Desc0VENDOR REFUND
IRS990/OtherRevenueMiscGrp/Desc1FEES AND SALES
IRS990/OtherRevenueMiscGrp/Desc2REGISTRATION FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027945
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt112278
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt212250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027945
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112278
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt212250
IRS990/OtherRevenueTotalAmt052473
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01101487
IRS990/OtherSalariesAndWagesGrp/TotalAmt01101487
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt097181
IRS990/PayrollTaxesGrp/TotalAmt097181
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024505
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024901
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02044429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02044429
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ORGANIZATION PROVIDES A CATHOLIC SCHOOL FOR KINDERGARTEN THROUGH GRADE 12.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0110202
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0670
IRS990/PYOtherExpensesAmt01217133
IRS990/PYOtherRevenueAmt0116179
IRS990/PYProgramServiceRevenueAmt01670388
IRS990/PYRevenuesLessExpensesAmt0-407163
IRS990/PYSalariesCompEmpBnftPaidAmt01087469
IRS990/PYTotalExpensesAmt02304602
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01897439
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-110786
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02097366
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0290087
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0236901
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04282851
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01380725
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05663576
IRS990ScheduleD/EquipmentGrp/BookValueAmt02891
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046986
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt049877
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0275123
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0141163
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0155697
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0296860
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03910718
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MORTGAGE ON PROPERTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL TAXES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04826905
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0275123
IRS990ScheduleD/TotalLiabilityAmt03912074
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt013200
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt013200
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt061592
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt076645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0146345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt076645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0146345
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt084753
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015266
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02028
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013238
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04232
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt028894
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt033126
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY BARBARA DE LA TORRE, SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVES OFFICER COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE SCHOOL UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0200000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05822048
IRS990/TotalAssetsEOYAmt05486096
IRS990/TotalAssetsGrp/BOYAmt05822048
IRS990/TotalAssetsGrp/EOYAmt05486096
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0309445
IRS990/TotalEmployeeCnt082
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02602350
IRS990/TotalFunctionalExpensesGrp/TotalAmt02602350
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04213257
IRS990/TotalLiabilitiesEOYAmt03988091
IRS990/TotalLiabilitiesGrp/BOYAmt04213257
IRS990/TotalLiabilitiesGrp/EOYAmt03988091
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01608791
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01498005
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02602350
IRS990/TotalProgramServiceRevenueAmt02044429
IRS990/TotalReportableCompFromOrgAmt041709
IRS990/TotalRevenueGrp/ExclusionAmt084753
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02097366
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02491564
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0275
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05822048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05486096
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01608791
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01298005
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 LAS FLORES
IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092078
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://WWW.SAINTJOSEPHACADEMY.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA DE LA TORRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07603058505
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA MADRE ACADEMY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA SAINT JOSEPH ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0330643364
ReturnHeader/Filer/PhoneNum07603058505
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 LAS FLORES
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOROTHY MCLIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03409 AVENIDA HACIENDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092029
ReturnHeader/PreparerPersonGrp/PhoneNum07608074695
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY MCLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-01T10:59:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,486,096
Liabilities
$3,988,091
Net assets
$1,498,005
Revenue
$2,491,564
Expenses
$2,602,350
Net income
-$110,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.06$3.23$1.83$3.79$3.46$0.33
2024Detailed filing. Detailed filing data is available for this year.$4.82$3.31$1.50$3.30$3.42$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.06$3.44$1.62$3.05$3.38$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.50$3.55$1.95$3.61$3.29$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$3.78$1.63$2.65$2.66$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.23$3.70$1.52$1.99$1.89$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.24$3.82$1.43$2.16$2.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.29$3.90$1.38$2.16$2.27$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.49$3.99$1.50$2.49$2.60$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.82$4.21$1.61$1.90$2.30$0.41