Civic Intelligence

St Mary'S High School Foundation

990 • Fiscal year 2019 • EIN 68-0036852

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 13, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$3,538,452

Up $648,502 (+22%) from 2018

Net Assets

Up

$3,538,452

Up $648,502 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin94th percentile

Revenue

Down

$578,821

Down $534,123 (-48%) from 2018

Expenses

Down

$229,907

Down $65,553 (-22%) from 2018

Net Income

Down

$348,914

Down $468,570 (-57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2019

Assets$3,538,452
Liabilities$0
Net Assets$3,538,452
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$578,821
Expenses$229,907
Net Income$348,914
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 13, 2020
Return Version
2018v3.2
Gross Receipts
$2,652,132
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$2,889,950$3,538,452▲ $648,502
Investments in Publicly Traded Securities$2,674,598$3,503,493▲ $828,895
Savings and Temporary Cash Investments$206,952$26,559▼ $180,393
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,889,950$3,538,452▲ $648,502
Other Assets Total$8,400$8,400→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,889,950$3,538,452▲ $648,502
Total Liabilities and Net Assets / Fund Balance$2,889,950$3,538,452▲ $648,502

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,674,598$427,254▲ $413,312-$3,503,493
2017$2,074,454$642,744▼ $26,517-$2,674,598
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
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Kathleen JanssenPresident/CEO
George GibsonSecretary
Peter MorelliTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$443,576
Program Service Revenue
$0
Investment Income
$135,245
Other Revenue
$0
All Other Contributions
$443,576
Change in Net Assets
$348,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$184,471
Other Expenses$45,436
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$184,471--$184,471
Other Expenses-$150-$150
Total Functional Expenses$184,471$45,436$0$229,907
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
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.$184,471
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
Kathleen Janssen
Title
President
Phone
2099573340
Signed
2020-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Janssen
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 Appendix388 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
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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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0184471
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.
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IRS990ScheduleI/RecipientTable/RecipientEIN0431989150
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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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
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0184471
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
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
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IRS990/TotalContributionsAmt0443576
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0184471
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IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-13
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ReturnHeader/FilingSecurityInformation/IPTm012:15:19
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/ReturnTs02020-10-14T19:01:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,538,452
Liabilities
$0
Net assets
$3,538,452
Revenue
$578,821
Expenses
$229,907
Net income
$348,914
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
2019Detailed filing. Detailed filing data is available for this year.$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