Civic Intelligence

Sierra Madre Academy Inc DBA Saint Joseph Academy

990 • Fiscal year 2017 • EIN 33-0643364

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 29, 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

0.74x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.81x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

23rd percentile

-5.4%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$43,680

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

19th percentile

-3.6%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-13%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$5,285,902

Down $200,194 (-3.6%) from 2016

Net Assets

Down

$1,382,177

Down $115,828 (-7.7%) from 2016

Liabilities

Down

$3,903,725

Down $84,366 (-2.1%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin23rd percentile

Revenue

Down

$2,156,079

Down $335,485 (-13%) from 2016

Expenses

Down

$2,271,907

Down $330,443 (-13%) from 2016

Net Income

Down

-$115,828

Down $5,042 (-4.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2017

Assets$5,285,902
Liabilities$3,903,725
Net Assets$1,382,177
Open 2017 Filing

Operations Trend

Revenue Growth15th 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

2017

Revenue$2,156,079
Expenses$2,271,907
Net Income-$115,828
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 29, 2017
Return Version
2016v3.0
Gross Receipts
$2,195,072
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$4,826,905$4,651,679▼ $175,226
Savings and Temporary Cash Investments$236,901$251,663▲ $14,762
Accounts Receivable$50,464$50,841▲ $377
Cash and Non-Interest-Bearing Accounts$57,614$30,043▼ $27,571
Prepaid Expenses and Deferred Charges$24,901$15,377▼ $9,524
Intangible Assets$14,188$11,109▼ $3,079
Total Assets$5,486,096$5,285,902▼ $200,194
Other Assets Total$275,123$275,190▲ $67
Liabilities
Other Liabilities$3,912,074$3,800,732▼ $111,342
Deferred Revenue$56,115$86,584▲ $30,469
Accounts Payable and Accrued Expenses$19,902$16,409▼ $3,493
Total Liabilities$3,988,091$3,903,725▼ $84,366
Net Assets / Fund Balance
Unrestricted Net Assets$1,298,005$1,182,177▼ $115,828
Temporarily Rstr Net Assets$200,000$200,000→ $0
Total Net Assets Fund Balance$1,498,005$1,382,177▼ $115,828
Total Liabilities and Net Assets / Fund Balance$5,486,096$5,285,902▼ $200,194

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,137,631$1,525,945$5,663,576
Land$400,000-$400,000
Other Land Buildings$114,048$194,129$308,177
Equipment$0$49,877$49,877
Other Assets Org$275,190--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara De La TorreSecretaryFT$43,680$43,680

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$115,852
Program Service Revenue
$1,921,175
Investment Income
$467
Other Revenue
$118,585
All Other Contributions
$115,852
Change in Net Assets
$-115,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,154,100
Salaries, Compensation, and Employee Benefits$1,117,807
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,015,561--$1,015,561
Depreciation Depletion$189,622--$189,622
Interest$156,556--$156,556
All Other Expenses$125,578--$125,578
Insurance$122,037--$122,037
Payroll Taxes$89,323--$89,323
Occupancy$69,942--$69,942
Other Expenses$32,616--$32,616
Other Employee Benefits$12,923--$12,923
Fees for Services Other$3,375--$3,375
Total Functional Expenses$2,271,907$0$0$2,271,907
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,101
Fundraising Direct Expenses$38,993
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Raffle$75,583$75,583$2,480$73,103
Auction Income$45,518$45,518$4,876$40,642
Total Events$121,101$121,101$38,993$82,108
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$3,799,635
Accrued Payroll Taxes$1,097
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 11B

“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
2017-11-29
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
81
Volunteers
267

Preparer

Firm
Dorothy Mclin CPA
Address
3409 AVENIDA HACIENDA, ESCONDIDO, CA 92029
Preparer
Dorothy Mclin
Phone
7608074695
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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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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/CashPrizesEvent1Amt011150
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt011150
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038993
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt045518
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0121101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt045518
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0121101
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt082108
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07356
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02480
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04876
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06415
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt014072
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt020487
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 11B
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/BOYAmt0200000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0200000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05486096
IRS990/TotalAssetsEOYAmt05285902
IRS990/TotalAssetsGrp/BOYAmt05486096
IRS990/TotalAssetsGrp/EOYAmt05285902
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0115852
IRS990/TotalEmployeeCnt081
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02271907
IRS990/TotalFunctionalExpensesGrp/TotalAmt02271907
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03988091
IRS990/TotalLiabilitiesEOYAmt03903725
IRS990/TotalLiabilitiesGrp/BOYAmt03988091
IRS990/TotalLiabilitiesGrp/EOYAmt03903725
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01498005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01382177
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02271907
IRS990/TotalProgramServiceRevenueAmt01921175
IRS990/TotalReportableCompFromOrgAmt043680
IRS990/TotalRevenueGrp/ExclusionAmt082108
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01958119
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02156079
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0267
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05486096
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05285902
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01298005
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01182177
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092078
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://WWW.SAINTJOSEPHACADEMY.ORG/
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA MADRE ACADEMY INC
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.75.21.74
ReturnHeader/FilingSecurityInformation/IPDt02017-11-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:17:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOROTHY MCLIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03409 AVENIDA HACIENDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092029
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY MCLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,285,902
Liabilities
$3,903,725
Net assets
$1,382,177
Revenue
$2,156,079
Expenses
$2,271,907
Net income
-$115,828
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