Civic Intelligence

St Mary'S High School Foundation

990 • Fiscal year 2017 • EIN 68-0036852

Dec 01, 2016 to Nov 30, 2017 • Filed on Jun 07, 2018

Organization ProfileN/A
PO Box 7247Stockton, CA 95267

(209) 957-3340

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

12th percentile

-9.6%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,198,330

Down $233,293 (-9.6%) from 2016

Net Assets

Down

$2,198,330

Down $233,293 (-9.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

Down

$495,222

Down $1,276,455 (-72%) from 2016

Expenses

Up

$821,549

Up $369,056 (+82%) from 2016

Net Income

Down

-$326,327

Down $1,645,511 (-125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,051,593Liabilities 2010: $672,420Net Assets 2010: $2,379,1732010Assets 2011: $3,265,013Liabilities 2011: $671,860Net Assets 2011: $2,593,1532011Assets 2012: $2,714,368Liabilities 2012: $100,000Net Assets 2012: $2,614,3682012Assets 2013: $3,733,806Liabilities 2013: $0Net Assets 2013: $3,733,8062013Assets 2014: $3,285,002Liabilities 2014: $0Net Assets 2014: $3,285,0022014Assets 2015: $1,193,674Liabilities 2015: $0Net Assets 2015: $1,193,6742015Assets 2016: $2,431,623Liabilities 2016: $0Net Assets 2016: $2,431,6232016Assets 2017: $2,198,330Liabilities 2017: $0Net Assets 2017: $2,198,3302017Assets 2018: $2,889,950Liabilities 2018: $0Net Assets 2018: $2,889,9502018Assets 2019: $3,538,452Liabilities 2019: $0Net Assets 2019: $3,538,4522019Assets 2020: $4,383,151Liabilities 2020: $0Net Assets 2020: $4,383,1512020Assets 2021: $5,546,835Liabilities 2021: $0Net Assets 2021: $5,546,8352021

Highlighted filing

2017

Assets$2,198,330
Liabilities$0
Net Assets$2,198,330
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $284,0792010Revenue 2011: $925,500Expenses 2011: $711,520Net Income 2011: $213,9802011Revenue 2012: $856,923Expenses 2012: $324,808Net Income 2012: $532,1152012Revenue 2013: $1,777,432Expenses 2013: $657,994Net Income 2013: $1,119,4382013Revenue 2014: $766,750Expenses 2014: $1,215,554Net Income 2014: -$448,8042014Revenue 2015: $809,312Expenses 2015: $2,647,864Net Income 2015: -$1,838,5522015Revenue 2016: $1,771,677Expenses 2016: $452,493Net Income 2016: $1,319,1842016Revenue 2017: $495,222Expenses 2017: $821,549Net Income 2017: -$326,3272017Revenue 2018: $1,112,944Expenses 2018: $295,460Net Income 2018: $817,4842018Revenue 2019: $578,821Expenses 2019: $229,907Net Income 2019: $348,9142019Revenue 2020: $664,861Expenses 2020: $222,824Net Income 2020: $442,0372020Revenue 2021: $982,968Expenses 2021: $80,446Net Income 2021: $902,5222021

Highlighted filing

2017

Revenue$495,222
Expenses$821,549
Net Income-$326,327
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jun 7, 2018
Return Version
2016v3.0
Gross Receipts
$3,129,627
Mission and Program Overview

Mission

The foundation's purpose is to advance the educational goals of st. Mary's high school through:(1) support of short-term educational program, facility and equipment needs by the advisory board, administration and staff of the school; and,(2) the development of an endowment fund to address the school's long-range fiscal needs.

Improve high school education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,431,623$2,198,330▼ $233,293
Investments in Publicly Traded Securities$1,688,172$2,074,454▲ $386,282
Land, Buildings, and Equipment, Net$385,000$0▼ $385,000
Savings and Temporary Cash Investments$350,051$115,476▼ $234,575
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,431,623$2,198,330▼ $233,293
Other Assets Total$8,400$8,400→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,431,623$2,198,330▼ $233,293
Total Liabilities and Net Assets / Fund Balance$2,431,623$2,198,330▼ $233,293

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,688,172$279,007▲ $107,275-$2,074,454
2015$1,053,728$939,428▼ $304,984-$1,688,172
2014$3,032,693-▲ $143,363-$1,053,728
2013$3,254,196$386,450▲ $92,047-$3,032,693
2012$2,373,750$1,022,008▲ $176,248-$3,254,196
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jim BrusaPresident/CEO
Rev John P FallonSecretary
James AcostaTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$380,778
Program Service Revenue
$0
Investment Income
$114,444
Other Revenue
$0
All Other Contributions
$380,778
Change in Net Assets
$-326,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$797,277
Other Expenses$24,272
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$797,277--$797,277
Other Expenses-$37-$37
Total Functional Expenses$797,277$24,272$0$821,549
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CASH DONATIONS TO ST MARY'S HIGH SCHOOLStockton, CA501(c)(3)ADVANCE EDUCATIONAL GOALS OF ST. MARY'S HIGH SCHOOL THROUGH: (1) SUPPORT OF SHORT-TERM EDUCATIONAL PROGRAMS, FACILITY & EQUIPMENT NEEDS BY THE ADVISORY BOARD, ADMINISTRATION AND STAFF OF THE SCHOOL; AND, (2) THE DEVELOPMENT OF AN ENDOWMENT FUND TO ADDRESS THE SCHOOL'S LONG-RANGE FISCAL NEEDS.$797,277
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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

“A copy of the organization's form 990 is made available to its governing body members for their review prior to its timely filing with the respective governmental agencies.”

Form 990, Part VI, Section C, Line 19

“Documents are available to the public only upon request.”

Filing and Contact Details

Filer

Filer Name
ST MARY'S HIGH SCHOOL FOUNDATION
EIN
68-0036852
Phone
2099573340
Address
PO BOX 7247, STOCKTON, CA 95267

Signing Officer

Name
Jim Brusa
Title
President
Phone
2099573340
Signed
2018-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Brusa
Formed
1982
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Michael D Luis
Phone
2099573691
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The purpose of the endowment fund is to provide for the supported organization's long-range fiscal needs.”

Raw XML Appendix393 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.

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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE FOR THE SUPPORTED ORGANIZATION'S LONG-RANGE FISCAL NEEDS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleI/RecipientTable/CashGrantAmt0797277
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ADVANCE EDUCATIONAL GOALS OF ST. MARY'S HIGH SCHOOL THROUGH: (1) SUPPORT OF SHORT-TERM EDUCATIONAL PROGRAMS, FACILITY & EQUIPMENT NEEDS BY THE ADVISORY BOARD, ADMINISTRATION AND STAFF OF THE SCHOOL; AND, (2) THE DEVELOPMENT OF AN ENDOWMENT FUND TO ADDRESS THE SCHOOL'S LONG-RANGE FISCAL NEEDS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASH DONATIONS TO ST MARY'S HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0431989150
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05648 N EL DORADO ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095207
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE TO ITS GOVERNING BODY MEMBERS FOR THEIR REVIEW PRIOR TO ITS TIMELY FILING WITH THE RESPECTIVE GOVERNMENTAL AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST MARY'S HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0431989150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL INSTITUTION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VIII)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05648 N EL DORADO STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STOCKTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095207
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PAID TO SUPPORTED ORGANIZATI
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1SHARING OF OFFICE SPACE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST MARY'S HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ST MARY'S HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02431623
IRS990/TotalAssetsEOYAmt02198330
IRS990/TotalAssetsGrp/BOYAmt02431623
IRS990/TotalAssetsGrp/EOYAmt02198330
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0380778
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024272
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0797277
IRS990/TotalFunctionalExpensesGrp/TotalAmt0821549
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02431623
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02198330
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0797277
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0114444
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0495222
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02431623
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02198330
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 7247
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095267
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM BRUSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02099573340
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY'S HIGH SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0680036852
ReturnHeader/Filer/PhoneNum02099573340
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7247
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095267
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A94C17A06490C755EB084D846635E7541569A6D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A94C17A06490C755EB084D846635E7541569A6D8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.109.237
ReturnHeader/FilingSecurityInformation/IPDt02018-06-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:55:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D LUIS
ReturnHeader/ReturnTs02018-06-12T13:41:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,198,330
Liabilities
$0
Net assets
$2,198,330
Revenue
$495,222
Expenses
$821,549
Net income
-$326,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$0.98$0.08$0.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.66$0.22$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.58$0.23$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.11$0.30$0.82
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.50$0.82$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$1.77$0.45$1.32
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.81$2.65$1.84
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.77$1.22$0.45
2013Summary only. Only limited summary data is available for this year.$3.73$0.00$3.73$1.78$0.66$1.12
2012Summary only. Only limited summary data is available for this year.$2.71$0.10$2.61$0.86$0.32$0.53
2011Summary only. Only limited summary data is available for this year.$3.27$0.67$2.59$0.93$0.71$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.67$2.38$0.28