Civic Intelligence

Huston Family South Bay Education Foundation

EIN 46-5412381 • 501(c)3 • San Jose, CA

Pub. 78 EligibleNTEE T20

Profile

To Provide tuition asssitance funds for Catholic elementary schools

1207 Chateau DriveSan Jose, CA 95120

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

8th percentile

-852%

Higher net margin than 8% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

120%

Faster revenue growth than 84% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $184,127 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $184,127 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$21,609

Up $11,791 (+120%) from 2022

Expenses

$205,736

No earlier filing loaded for comparison.

Net Income

-$184,127

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$300K$200K$100K$0Assets 2020: $204,309Net Assets 2020: $204,3092020Assets 2021: $174,309Net Assets 2021: $174,3092021Assets 2022: $184,127Net Assets 2022: $184,1272022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2020: $2,500Expenses 2020: $30,000Net Income 2020: -$27,5002020Revenue 2021: $0Expenses 2021: $30,000Net Income 2021: -$30,0002021Revenue 2022: $9,8182022Revenue 2023: $21,609Expenses 2023: $205,736Net Income 2023: -$184,1272023

Highlighted filing

2023

Revenue$21,609
Expenses$205,736
Net Income-$184,127
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$21,609
Expenses
$205,736
Net income
-$184,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.22$2.06$1.84
2022Detailed filing. Detailed filing data is available for this year.$1.84$1.84$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.74$1.74$0.00$0.30$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.04$2.04$0.03$0.30$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 20, 2024
Return Version
2023v5.0
Gross Receipts
$21,609
Mission and Program Overview

Mission

To Provide tuition asssitance funds for Catholic elementary schools

Program Services

DescriptionGrantsExpenses
Tuition assistance for Catholic elemtary schools--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald P HallaganTrustee-$0--
Robert W HustonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Huston Family South Bay Education Found
EIN
46-5412381
Phone
4087686016
Address
1207 Chateau Drive, San Jose, CA 95120

Signing Officer

Name
Ronald P Hallagan
Title
Trustee
Signed
2024-05-20
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Sts Peter & Paul School | Donee's Address: 706 Bayview Wilmington CA 90744 | Relationship of Donee: None | Cash Amount Given: $100000”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: St Lawrence - Brandisi | Donee's Address: 10122 Compton Ave Los Angeles CA 90002 | Relationship of Donee: None | Cash Amount Given: $100000”

Other Assets.1

“Investments - Beginning $162521 Investments - Ending $0”

Raw XML Appendix124 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ronald Hallagan
IRS990EZ/BooksInCareOfDetail/PhoneNum04087686016
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01207 Chateau Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021606
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-184127
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05736
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184127
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0200000
IRS990EZ/GrossReceiptsAmt021609
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021609
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184127
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184127
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ronald P Hallagan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert W Huston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0162521
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Provide tuition asssitance funds for Catholic elementary schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Tuition assistance for Catholic elemtary schools
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0205736
IRS990EZ/TotalRevenueAmt021609
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016250
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012500
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt016250
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013750
IRS990ScheduleA/Total509Grp/TotalAmt016250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Sts Peter & Paul School | Donee's Address: 706 Bayview Wilmington CA 90744 | Relationship of Donee: None | Cash Amount Given: $100000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: St Lawrence - Brandisi | Donee's Address: 10122 Compton Ave Los Angeles CA 90002 | Relationship of Donee: None | Cash Amount Given: $100000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Investments - Beginning $162521 Investments - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald P Hallagan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Huston Family South Bay Education Found
ReturnHeader/Filer/BusinessNameControlTxt0HUST
ReturnHeader/Filer/EIN0465412381
ReturnHeader/Filer/PhoneNum04087686016
ReturnHeader/Filer/USAddress/AddressLine1Txt01207 Chateau Drive
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-05-20T21:26:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ronald P
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hallagan
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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