Civic Intelligence

St. Jude School

990 • Fiscal year 2016 • EIN 33-1002861

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 06, 2016

PO Box 399San Jacinto, CA 92581

(951) 654-7899

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$40,875

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

31st percentile

-3.2%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Revenue Growth

34th percentile

-4.2%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Assets

Down

$520,594

Down $35,099 (-6.3%) from 2014

Net Assets

Down

$520,594

Down $35,099 (-6.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$137,476

Down $12,333 (-8.2%) from 2014

Expenses

Up

$158,012

Up $17,333 (+12%) from 2014

Net Income

Down

-$20,536

Down $29,666 (-325%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $473,169Net Assets 2011: $473,1692011Assets 2013: $531,642Liabilities 2013: $0Net Assets 2013: $531,6422013Assets 2014: $555,693Liabilities 2014: $0Net Assets 2014: $555,6932014Assets 2016: $520,594Liabilities 2016: $0Net Assets 2016: $520,5942016Assets 2017: $645,532Liabilities 2017: $0Net Assets 2017: $645,5322017Assets 2018: $725,021Liabilities 2018: $0Net Assets 2018: $725,0212018Assets 2019: $790,962Liabilities 2019: $0Net Assets 2019: $790,9622019Assets 2020: $845,405Liabilities 2020: $2Net Assets 2020: $845,4032020Assets 2021: $1,150,059Liabilities 2021: $0Net Assets 2021: $1,150,0592021Assets 2022: $980,364Liabilities 2022: $10,000Net Assets 2022: $970,3642022Assets 2023: $1,050,968Liabilities 2023: $0Net Assets 2023: $1,050,9682023Assets 2024: $1,199,350Liabilities 2024: $0Net Assets 2024: $1,199,3502024Assets 2025: $1,262,933Liabilities 2025: $0Net Assets 2025: $1,262,9332025

Highlighted filing

2016

Assets$520,594
Liabilities$0
Net Assets$520,594

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $160,664Expenses 2011: $190,446Net Income 2011: -$29,7822011Expenses 2013: $108,5072013Revenue 2014: $149,809Expenses 2014: $140,679Net Income 2014: $9,1302014Revenue 2016: $137,476Expenses 2016: $158,012Net Income 2016: -$20,5362016Revenue 2017: $209,397Expenses 2017: $137,210Net Income 2017: $72,1872017Revenue 2018: $183,385Expenses 2018: $145,710Net Income 2018: $37,6752018Revenue 2019: $193,890Expenses 2019: $118,363Net Income 2019: $75,5272019Revenue 2020: $203,221Expenses 2020: $124,498Net Income 2020: $78,7232020Revenue 2021: $179,601Expenses 2021: $129,205Net Income 2021: $50,3962021Revenue 2022: $163,839Expenses 2022: $112,109Net Income 2022: $51,7302022Revenue 2023: $94,101Expenses 2023: $116,678Net Income 2023: -$22,5772023Revenue 2024: $106,955Expenses 2024: $119,199Net Income 2024: -$12,2442024Revenue 2025: $197,855Expenses 2025: $192,840Net Income 2025: $5,0152025

Highlighted filing

2016

Revenue$137,476
Expenses$158,012
Net Income-$20,536
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 6, 2016
Return Version
2015v2.0
Gross Receipts
$145,019
Mission and Program Overview

Mission

Providing quality education structured to the needs of the Native American children of Soboba Reservation and environs, without excluding others regardless of race, religion, color or national and ethnic origin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$415,814$384,771▼ $31,043
Land, Buildings, and Equipment, Net$94,490$89,976▼ $4,514
Savings and Temporary Cash Investments$15,110$41,958▲ $26,848
Cash and Non-Interest-Bearing Accounts$8,678$3,889▼ $4,789
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$534,092$520,594▼ $13,498
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$195,222$310,387▲ $115,165
Unrestricted Net Assets$31,585$197,570▲ $165,985
Temporarily Rstr Net Assets$307,285$12,637▼ $294,648
Total Net Assets Fund Balance$534,092$520,594▼ $13,498
Total Liabilities and Net Assets / Fund Balance$534,092$520,594▼ $13,498

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$87,652$28,337$115,989
Other Land Buildings$2,324$39,222$41,546

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$275,936$30,054▲ $4,397-$310,387
2014$229,132$38,526▲ $8,278-$275,936
2013$186,264$39,430▲ $3,438-$229,132
2012$162,326$16,596▲ $7,342-$186,264
2011$133,276$25,510▲ $3,540-$162,326
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ms Kathy PiquetPrincipalFT$40,875$40,875

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$104,948
Program Service Revenue
$25,254
Investment Income
$9,592
Other Revenue
$-2,318
All Other Contributions
$104,948
Change in Net Assets
$-20,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$115,363
Other Expenses$42,649
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,753--$60,753
Current Officers, Directors, Trustees, and Key Employees$40,875--$40,875
Payroll Taxes$13,735--$13,735
Depreciation Depletion$7,226--$7,226
Insurance-$7,211-$7,211
Fees for Services Other-$3,896-$3,896
Conferences and Meetings-$2,714-$2,714
Information Technology-$2,150-$2,150
Office Expenses-$1,963-$1,963
Occupancy$1,810--$1,810
Fees for Services Accounting-$1,302-$1,302
Travel$1,075--$1,075
All Other Expenses$524$85-$609
Advertising$512--$512
Other Expenses$459--$459
Total Functional Expenses$138,691$19,321$0$158,012
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,543
Fundraising Gross Income$5,169
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Each member of the board is given a copy of the Form 990, either electronically or on paper, and asked to return comments, questions, or corrections within two days of receiving the form.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each governing member completes annually a form declaring any conflicting interest that may or may not be present.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

The organization keeps a book of inspection in which the documents are filed. This is viewable upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
St Jude School
EIN
33-1002861
Phone
9516547899
Address
PO Box 399, San Jacinto, CA 92581

Signing Officer

Name
Marianna Torrano
Title
CFO
Signed
2016-10-06
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
2

Preparer

Firm
Cox Valdez & Silbermann CPAs
Address
805 E Florida, Hemet, CA 92543
Preparer
Darlene A Valdez-Waters
Phone
9519292377
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The Endowment funds are invested to provide ongoing revenue for scholarships and to maintain financial viability now and in the future. Only the interest/ earnings may be used to support the school.

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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt078992
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04457
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt053007
IRS990/PYOtherRevenueAmt02820
IRS990/PYProgramServiceRevenueAmt033887
IRS990/PYRevenuesLessExpensesAmt0-34964
IRS990/PYSalariesCompEmpBnftPaidAmt0102113
IRS990/PYTotalExpensesAmt0155120
IRS990/PYTotalRevenueAmt0120156
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-20536
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0130202
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015110
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041958
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt087652
IRS990ScheduleD/BuildingsGrp/DepreciationAmt028337
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0115989
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0275936
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt030054
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0310387
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04397
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0229132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt038526
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0275936
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0186264
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt039430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0229132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03438
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0162326
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016596
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0186264
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07342
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0133276
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025510
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0162326
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03540
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02324
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039222
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041546
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Endowment funds are invested to provide ongoing revenue for scholarships and to maintain financial viability now and in the future. Only the interest/ earnings may be used to support the school.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt089976
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Annual newspaper notice: "The schools of the Diocese of San Bernardino admit students of any sex, race, color, national and ethnic origin to all the rights, priviledges, programs and activities generally accorded or made available to students at the respective schools. These schools do not discriminate on the basis of sex, race, color, national and ethnic origin in administration of their educational policies, admission policies, financial assistance, and athletic and other school administered programs."
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Each member of the board is given a copy of the Form 990, either electronically or on paper, and asked to return comments, questions, or corrections within two days of receiving the form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each governing member completes annually a form declaring any conflicting interest that may or may not be present.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization keeps a book of inspection in which the documents are filed. This is viewable upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0307285
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012637
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0534092
IRS990/TotalAssetsEOYAmt0520594
IRS990/TotalAssetsGrp/BOYAmt0534092
IRS990/TotalAssetsGrp/EOYAmt0520594
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0104948
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019321
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0138691
IRS990/TotalFunctionalExpensesGrp/TotalAmt0158012
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0534092
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0520594
IRS990/TotalProgramServiceExpensesAmt0138691
IRS990/TotalProgramServiceRevenueAmt025254
IRS990/TotalReportableCompFromOrgAmt040875
IRS990/TotalRevenueGrp/ExclusionAmt0-2374

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.20$0.19$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.11$0.12$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.09$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.16$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.18$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.20$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.19$0.12$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.18$0.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.21$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.14$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.15$0.14$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$0.16$0.19$0.03
Peer Organizations

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