Civic Intelligence

Nativity Prep Academy of San Diego Inc

EIN 33-0886247 • 501(c)3 • San Diego, CA

Profile

Our mission is to provide a catholic, college prep, middle school education to students from low income families who will be the first in their families to graduate from college.

4463 College AveSan Diego, CA 92115

www.nativityprep.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.19x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.59x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

55th percentile

6.6%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$116,395

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

36th percentile

0.1%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-5.9%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$9,358,843

Up $2,434,710 (+35%) from 2023

Liabilities

Up

$2,151,150

Up $1,724,238 (+404%) from 2023

Net Assets

Up

$7,207,693

Up $710,472 (+11%) from 2023

Revenue

Up

$3,176,824

Up $471,251 (+17%) from 2023

Expenses

Down

$2,666,700

Down $30,088 (-1.1%) from 2023

Net Income

Up

$510,124

Up $501,339 (+5707%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2014: $1,076,775Liabilities 2014: $179,792Net Assets 2014: $896,9832014Assets 2015: $1,740,783Liabilities 2015: $160,440Net Assets 2015: $1,580,3432015Assets 2016: $1,871,179Liabilities 2016: $142,624Net Assets 2016: $1,728,5552016Assets 2017: $2,036,241Liabilities 2017: $201,743Net Assets 2017: $1,834,4982017Assets 2018: $1,788,275Liabilities 2018: $180,159Net Assets 2018: $1,608,1162018Assets 2019: $3,570,772Liabilities 2019: $232,494Net Assets 2019: $3,338,2782019Assets 2020: $6,599,624Liabilities 2020: $1,542,985Net Assets 2020: $5,056,6392020Assets 2021: $7,407,638Liabilities 2021: $1,050,863Net Assets 2021: $6,356,7752021Assets 2022: $6,576,102Liabilities 2022: $215,485Net Assets 2022: $6,360,6172022Assets 2023: $6,924,133Liabilities 2023: $426,912Net Assets 2023: $6,497,2212023Assets 2024: $9,358,843Liabilities 2024: $2,151,150Net Assets 2024: $7,207,6932024

Highlighted filing

2024

Assets$9,358,843
Liabilities$2,151,150
Net Assets$7,207,693

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2014: $1,213,635Expenses 2014: $1,164,674Net Income 2014: $48,9612014Revenue 2015: $1,698,390Expenses 2015: $1,274,640Net Income 2015: $423,7502015Revenue 2016: $1,537,484Expenses 2016: $1,428,884Net Income 2016: $108,6002016Revenue 2017: $1,510,188Expenses 2017: $1,520,569Net Income 2017: -$10,3812017Revenue 2018: $1,552,907Expenses 2018: $1,785,515Net Income 2018: -$232,6082018Revenue 2019: $3,569,923Expenses 2019: $1,873,912Net Income 2019: $1,696,0112019Revenue 2020: $3,768,066Expenses 2020: $2,003,591Net Income 2020: $1,764,4752020Revenue 2021: $3,050,983Expenses 2021: $2,288,659Net Income 2021: $762,3242021Revenue 2022: $3,171,659Expenses 2022: $2,625,295Net Income 2022: $546,3642022Revenue 2023: $2,705,573Expenses 2023: $2,696,788Net Income 2023: $8,7852023Revenue 2024: $3,176,824Expenses 2024: $2,666,700Net Income 2024: $510,1242024

Highlighted filing

2024

Revenue$3,176,824
Expenses$2,666,700
Net Income$510,124

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 4, 2025
Return Version
2023v6.0
Gross Receipts
$3,246,381
Mission and Program Overview

Mission

Our mission is to provide a catholic, college prep, middle school education to students from low income families who will be the first in their families to graduate from college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,008,160$5,081,812▲ $2,073,652
Investments Other Securities$2,761,929$2,856,118▲ $94,189
Savings and Temporary Cash Investments$763,211$1,394,737▲ $631,526
Pledges and Grants Receivable$75,000--
Prepaid Expenses and Deferred Charges$20,609$4,506▼ $16,103
Accounts Receivable$4,882$2,600▼ $2,282
Cash and Non-Interest-Bearing Accounts$2,256$2,596▲ $340
Total Assets$6,924,133$9,358,843▲ $2,434,710
Other Assets Total$288,086$16,474▼ $271,612
Liabilities
Other Liabilities$336,954$2,005,034▲ $1,668,080
Accounts Payable and Accrued Expenses$87,458$143,366▲ $55,908
Deferred Revenue$2,500$2,750▲ $250
Total Liabilities$426,912$2,151,150▲ $1,724,238
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,283,296$6,115,048▲ $831,752
Net Assets With Donor Restrictions$1,213,925$1,092,645▼ $121,280
Total Net Assets Fund Balance$6,497,221$7,207,693▲ $710,472
Total Liabilities and Net Assets / Fund Balance$6,924,133$9,358,843▲ $2,434,710

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,667,798$453,842$3,121,640
Land$1,599,544-$1,599,544
Buildings$814,470$98,516$912,986
Other Securities$1,606,260--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,183,686-▲ $107,704$41,532$1,249,858
2022$1,137,214-▲ $87,082$40,610$1,183,686
2021$1,262,976-▼ $112,586$13,176$1,137,214
2020$1,012,447-▲ $275,010$24,481$1,262,976
2019$1,020,390-▲ $17,852$-25,795$1,064,037
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica HooperPresident PastFT$163,055$2,500$165,555
Xochitl AlvarezDirector of GspFT$97,320-$97,320
Josephine AlvarezDirector of CounselingFT$82,667-$82,667
Jodi DrakePrincipalFT$81,426-$81,426
Maria PowerDirector of MentoringFT$78,899$157$79,056
Bridgette OuimetteDirector of Mentoring Special EventsFT$75,017-$75,017
Brian HickeyDirector of Donor RelationsFT$70,963-$70,963
Beatriz CabanasDirector of MarketingFT$63,886-$63,886
Jose Francisco GonzalezTeacher/director of AdmissionsFT$53,047-$53,047
Kristin HaygoodDirector of AdvancementFT$32,955-$32,955

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,761,543
Program Service Revenue
$23,487
Investment Income
$119,637
Other Revenue
$272,157
All Other Contributions
$2,759,293
Change in Net Assets
$510,124

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$286,294Fair Market Value (FMV)
Other Non Cash Contri Table$12,617Fair Market Value (FMV)
Total Noncash Contributions$298,911-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,176,824
Revenue Not Reported on Form 990
$200,348
Total Revenue per Audited Statements
$3,377,172
Total Revenue per Form 990
$3,176,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,591,235
Other Expenses$811,962
Total Fundraising Expense$507,800
Grants and Similar Amounts Paid$263,503
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$566,532$107,853$266,748$941,133
Other Salaries and Wages$273,183$52,007$128,626$453,816
Grants to Domestic Individuals$263,503--$263,503
Fees for Services Other$58,450$87,650$12,000$158,100
Depreciation Depletion$128,691$15,755$10,321$154,767
Payroll Taxes$76,986$9,627$23,377$109,990
Other Employee Benefits$72,956$6,266$7,074$86,296
Fees for Services Accounting-$80,668-$80,668
Occupancy$58,577$18,090$567$77,234
Office Expenses$25,560$11,722$19,877$57,159
Insurance$44,384$7,153$4,420$55,957
Information Technology$19,859$14,618$13,032$47,509
Interest-$39,521-$39,521
Conferences and Meetings$26,056$4,315$2,491$32,862
Travel$4,715$2,386$1,294$8,395
Other Expenses$9,464$86$77$163
Total Functional Expenses$1,690,961$467,939$507,800$2,666,700

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,666,700
Total Expenses per Audited Statements$2,666,700
Total Expenses per Form 990$2,666,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$290,714
Fundraising Direct Expenses$69,557
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$181,972$181,972$30,701$151,271
Cheers$108,742$108,742$38,856$69,886
Total Events$290,714$290,714$69,557$221,157
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$1,877,778
Scholarship Payable$97,750
Loc Principal$20,000
Parent$5,048
Accrued Grad Tuitiition Support$4,458
Finance Lease, Current-
Finance Lease, Long-term-
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
Yes
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

The school employees provide information and participate in a review of the return. The audit committee of the board of trustees makes an initial review and recommended edits for the return. A final draft of the return is presented to the full board of trustees for review and approval before filing.

Form 990, Part VI, Line 12C

The organization implemented and put in place a conflict of intrest policy as of february 2015 which requires trustees to disclose in writing th existence of any conflict of interests at the point when such a conflict arises.

Form 990, Part VI, Line 15A

Compensation of the president shall be fixed by the board. No other officers shall receive compensation. Board members may be reimbursed for expense incurred in the performance of their duties as the board merits. The presidents salary is approved by the board governance committee and voted on by the board. The presidents salary is compared to other president salaries i the nativity netowrk and other local school. It is based on years of service and education.

Form 990, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Nativity Prep Academy of San Diego Inc
EIN
33-0886247
In Care Of
% AJ ANTUN
Phone
6195449455
Address
4463 COLLEGE AVE, SAN DIEGO, CA 92115

Signing Officer

Name
Aj Antun
Title
President
Phone
6195449455
Signed
2025-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aj Antun
Formed
1999
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
26
Volunteers
25

Preparer

Firm
Miller CPA Group Pc
Address
450 SOUTH MELROSE DR, VISTA, CA 92081
Preparer
Alana Tamara Miller
Phone
6193232864
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

We are committed to each students total development - academic, social, physical, spiritual, and emotional by emphasizing serious study and personal and social responsibility. Through a comprehensive graduate support program, we help our students transition to, and succeed at, a top high school and then matriculate to a college or university.

Financial Statement Notes

X 2

Fasb asc 740 footnote the organization follows the provisions of uncertain tax positions as addressed in fasb accounting standards codification. The organization recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when appliacable. There are no amounts accrued in the financial statements related to uncertain tax positions for the year ended 06/30/24.

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IRS990/Desc0OUR MIDDLE SCHOOL PROVIDES AN EXTENDED DAY, EXTENDED YEAR PROGRAM SERVING 6TH TO 8TH GRADE LOW-INCOME, FIRST-GENERATION COLLEGE BOUND STUDENTS AND THEIR FAMILIES TO ENSURE THE STUDENTS ARE PREPARED TO EXCEL IN HIGH SCHOOL, COLLEGE, AND BEYOND. OUR STUDENTS ATTEND SCHOOL DAILY FROM 800 A.M. UNTIL 500 P.M. EACH DAY. THE FOLLOWING IS A BRIEF OUTLINE OF OUR EXTENDED DAY EACH CONTENT-AREA CLASS IS SCHEDULED FOR 60 TO 90 MINUTES EACH DAY. OUR DAILY AFTERNOON STUDY HALL IS STRUCTURED TIME FOR STUDENTS TO BEGIN THEIR HOME ASSIGNMENTS AND TO WORK WITH TEACHERS, IF NEEDED, FOR ADDITIONAL HELP. BREAKFAST, LUNCH, AND AN AFTERNOON SNACK ARE OFFERED FOR EACH STUDENT EACH DAY. OUR WEEKLY SCHEDULE INCLUDES A TUTORIAL PERIOD, A TIME SET ASIDE FOR SILENT READING OR FOR STUDENTS TO MEET WITH TEACHERS OR WITH TUTORS FOR ADDITIONAL ACADEMIC SUPPORT. OUR ACADEMIC SCHEDULE IS YEAR-ROUND. BEGINNING IN SEPTEMBER AND GOING THROUGH JUNE, STUDENTS ATTEND FOR NINE HOURS A DAY, AND THEN RETURN FROM EARLY JULY THROUGH MID-AUGUST WITH OUR FOUR-WEEK SUMMER SEMESTER.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF GSP
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF COUNSELING
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF MENTORING
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF MENTORING SPECIAL EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF DONOR RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt8TEACHER/DIRECTOR OF ADMISSIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
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