Civic Intelligence

Monsignor William P Kennedy Education Foundation

EIN 77-0164690 • 501(c)3 • Modesto, CA

Profile

To support the our lady of fatima school.

501 W Granger AveModesto, CA 95350

olfcatholicschool.com/SUPPORT-US/MONSI

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-81%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

45th percentile

1.8%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,507,078

Up $61,392 (+1.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,507,078

Up $61,392 (+1.8%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin4th percentile

Revenue

Up

$163,033

Up $26,258 (+19%) from 2024

Expenses

Up

$295,540

Up $161,245 (+120%) from 2024

Net Income

Down

-$132,507

Down $134,987 (-5443%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,494,102Liabilities 2012: $0Net Assets 2012: $2,494,1022012Assets 2013: $2,604,645Liabilities 2013: $0Net Assets 2013: $2,604,6452013Assets 2014: $2,622,871Liabilities 2014: $0Net Assets 2014: $2,622,8712014Assets 2015: $2,847,677Liabilities 2015: $0Net Assets 2015: $2,847,6772015Assets 2016: $2,656,636Liabilities 2016: $0Net Assets 2016: $2,656,6362016Assets 2017: $2,931,548Liabilities 2017: $0Net Assets 2017: $2,931,5482017Assets 2018: $3,037,650Liabilities 2018: $0Net Assets 2018: $3,037,6502018Assets 2019: $3,133,759Liabilities 2019: $0Net Assets 2019: $3,133,7592019Assets 2020: $2,867,095Liabilities 2020: $0Net Assets 2020: $2,867,0952020Assets 2021: $3,473,952Liabilities 2021: $0Net Assets 2021: $3,473,9522021Assets 2022: $3,128,441Liabilities 2022: $0Net Assets 2022: $3,128,4412022Assets 2023: $3,305,367Liabilities 2023: $0Net Assets 2023: $3,305,3672023Assets 2024: $3,445,686Liabilities 2024: $0Net Assets 2024: $3,445,6862024Assets 2025: $3,507,078Liabilities 2025: $0Net Assets 2025: $3,507,0782025

Highlighted filing

2025

Assets$3,507,078
Liabilities$0
Net Assets$3,507,078
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$200K$0-$200K-$400KExpenses 2012: $24,5212012Expenses 2013: $124,7392013Revenue 2014: $294,909Expenses 2014: $276,683Net Income 2014: $18,2262014Revenue 2015: $254,254Expenses 2015: $46,478Net Income 2015: $207,7762015Revenue 2016: $9,291Expenses 2016: $211,134Net Income 2016: -$201,8432016Revenue 2017: $115,896Expenses 2017: $118,285Net Income 2017: -$2,3892017Revenue 2018: $117,048Expenses 2018: $129,369Net Income 2018: -$12,3212018Revenue 2019: $104,803Expenses 2019: $125,275Net Income 2019: -$20,4722019Revenue 2020: $121,411Expenses 2020: $207,685Net Income 2020: -$86,2742020Revenue 2021: $220,752Expenses 2021: $130,830Net Income 2021: $89,9222021Revenue 2022: $102,472Expenses 2022: $150,215Net Income 2022: -$47,7432022Revenue 2023: $214,573Expenses 2023: $128,798Net Income 2023: $85,7752023Revenue 2024: $136,775Expenses 2024: $134,295Net Income 2024: $2,4802024Revenue 2025: $163,033Expenses 2025: $295,540Net Income 2025: -$132,5072025

Highlighted filing

2025

Revenue$163,033
Expenses$295,540
Net Income-$132,507
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,507,078
Liabilities
$0
Net assets
$3,507,078
Revenue
$163,033
Expenses
$295,540
Net income
-$132,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.00$3.51$0.16$0.30$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.14$0.13$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.21$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.22$0.13$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.12$0.21$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.10$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.12$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.12$0.12$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.01$0.21$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.25$0.05$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.29$0.28$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.00$2.60$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.00$2.49$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 22, 2025
Return Version
2024v5.0
Gross Receipts
$163,033
Mission and Program Overview

Mission

To support the our lady of fatima school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,402,759$3,480,552▲ $77,793
Savings and Temporary Cash Investments$42,927$26,526▼ $16,401
Total Assets$3,445,686$3,507,078▲ $61,392
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,913,340$1,892,795▼ $20,545
Net Assets With Donor Restrictions$1,532,346$1,614,283▲ $81,937
Total Net Assets Fund Balance$3,445,686$3,507,078▲ $61,392
Total Liabilities and Net Assets / Fund Balance$3,445,686$3,507,078▲ $61,392

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,480,552--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,532,346-▲ $89,402-$1,614,283
2023$1,126,317-▲ $63,555$-349,694$1,532,346
2022$1,681,068-▲ $37,849$584,125$1,126,317
2021$3,442,431-▼ $158,353$1,594,842$1,681,071
2020$2,770,156$34,753▲ $643,302-$3,442,431
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
John RessoChairman
Fr Ernesto MadrigalPresident
Carlo JimenezDirector
PAM O'BRIENPrincipal
David SpringerSecretary
Sean MullinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,546
Program Service Revenue
$0
Investment Income
$120,487
Other Revenue
$0
All Other Contributions
$42,546
Change in Net Assets
$-132,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$288,000
Other Expenses$7,540
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$288,000--$288,000
Fees for Services Accounting-$7,465-$7,465
Other Expenses-$75-$75
Total Functional Expenses$288,000$7,540$0$295,540
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Our Lady of Fatima SchoolModesto, CA-Assist School$288,000
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
Annual disclosure for covered persons
No
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
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, Page 6, Part VI, Line 2

“John resso, professional law corp. David springer chairman secretary legal services provided john resso, professional law corp. Sean mullins chairman director legal services provided”

Form 990, Page 6, Part VI, Line 11B

“Form 990 was made available to all members of the governing body before filing.”

Form 990, Page 6, Part VI, Line 12C

“Potential conflicts of interest are addressed at board meetings.”

Form 990, Page 6, Part VI, Line 19

“Information is available to the public during normal business hours upon 30 day advanced written request.”

Filing and Contact Details

Filer

Filer Name
Monsignor William P Kennedy
EIN
77-0164690
Phone
2095244170
Address
501 W GRANGER AVE, MODESTO, CA 95350

Signing Officer

Name
Sean Mullins
Title
Treasurer
Phone
2099189393
Signed
2025-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Resso
Formed
1987
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Grimbleby Coleman Cpas Inc
Address
200 W ROSEBURG AVE, MODESTO, CA 95350-5255
Preparer
Deborah Sanders
Phone
2095274220
Supplemental Narrative

Additional Explanations

Form 990

“Full website address: https://olfcatholicschool.com/support-us/monsignor- william-p-kennedy-education-foundation”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The intended use of restricted funds is to support the our lady of fatima school through investment earnings.”

Raw XML AppendixShowing 400 of 429 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DAVID SPRINGER, THE OUR LADY OF FATIMA (OLF) PARISH ADMINISTRATOR AND THE MONSIGNOR WILLIAM P. KENNEDY EDUCATION'S (THE ORGANIZATION) SECRETARY, ATTENDS ALL THE ORGANIZATIONS BOARD MEETINGS AND SERVES AS A LIAISON BETWEEN THE OLF SCHOOL AND THE ORGANIZATION. IN THE COURSE OF HIS DUTIES AS PARISH ADMINISTRATOR, MR. SPRINGER COMMUNICATES WITH THE OLF SCHOOL'S PRINCIPAL ON AT LEAST A WEEKLY BASIS REGARDING VARIOUS ISSUES, INCLUDING THE OLF SCHOOL'S BUDGET AND FINANCES. ADDITIONALLY, THE OLF SCHOOL'S PRINCIPAL IS OCCASIONALLY INVITED TO ATTEND THE ORGANIZATION'S BOARD MEETING TO PROVIDE REPORTS AND INFORMATION REGARDING THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION, OUR LADY OF FATIMA (OLF) HAD A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE MONSIGNOR WILLIAM P. KENNEDY EDUCATION FOUNDATION (THE ORGANIZATION) AS EVIDENCED BY THE FOLLOWING: 1. THE MEMBER OF THE ORGANIZATION, DAVID SPRINGER, ALSO THE PARISH ADMINISTRATOR, ASSISTS THE BOARD IN DIRECTING THE ORGANIZATION'S INVESTMENT POLICIES. 2. MR. SPRINGER ADVISES THE BOARD WHEN THE SCHOOL WILL NEED OR EXPECT TO RECEIVE THE ORGANIZATION'S ANNUAL DISTRIBUTIONS. 3. DISTRIBUTIONS FROM THE ORGANIZATION ARE MADE ANNUALLY OR MORE FREQUENTLY DEPENDING ON THE NEEDS OF OLF. 4. OLF IS THE ONLY GRANT RECEIPIENT OF THE ORGANIZATION. 5. MR. SPRINGER AND/OR THE PRINCIPAL OF OLF HAVE, ON OCCASION, MADE PRESENTATIONS TO THE ORGANIZATION'S GOVERNING BOARD TO REQUEST DISTRIBUTIONS FOR A SPECIFIC PURPOSE (EX. COMPUTER LAB UPGRADES, ETC.). STARTING IN 2015 THE BOARD OF THE ORGANIZATION WILL EARMARK AT LEAST A PORTION OF ITS DISTRIBUTIONS TO OLF FOR SPECIFIC PURPOSES: KEEPING THE OLF COMPUTER LAB AND CLASSROOM TECHNOLOGY UP TO DATE AND PROVIDING TUITION ASSISTANCE FOR LOWER-INCOME FAMILIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF RESTRICTED FUNDS IS TO SUPPORT THE OUR LADY OF FATIMA SCHOOL THROUGH INVESTMENT EARNINGS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FULL WEBSITE ADDRESS: HTTPS://OLFCATHOLICSCHOOL.COM/SUPPORT-US/MONSIGNOR- WILLIAM-P-KENNEDY-EDUCATION-FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOHN RESSO, PROFESSIONAL LAW CORP. DAVID SPRINGER CHAIRMAN SECRETARY LEGAL SERVICES PROVIDED JOHN RESSO, PROFESSIONAL LAW CORP. SEAN MULLINS CHAIRMAN DIRECTOR LEGAL SERVICES PROVIDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POTENTIAL CONFLICTS OF INTEREST ARE ADDRESSED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INFORMATION IS AVAILABLE TO THE PUBLIC DURING NORMAL BUSINESS HOURS UPON 30 DAY ADVANCED WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
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ReturnHeader/BuildTS02025-03-06 01:10:19Z

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