Civic Intelligence

Monsignor William P Kennedy Education Foundation

990 • Fiscal year 2018 • EIN 77-0164690

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileN/A
501 W Granger AveModesto, CA 95350

(209) 524-4170

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

3.6%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

1.0%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,037,650

Up $106,102 (+3.6%) from 2017

Net Assets

Up

$3,037,650

Up $106,102 (+3.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin20th percentile

Revenue

Up

$117,048

Up $1,152 (+1.0%) from 2017

Expenses

Up

$129,369

Up $11,084 (+9.4%) from 2017

Net Income

Down

-$12,321

Down $9,932 (-416%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2018

Assets$3,037,650
Liabilities$0
Net Assets$3,037,650
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$117,048
Expenses$129,369
Net Income-$12,321
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$117,048
Mission and Program Overview

Mission

To support the our lady of fatima school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,754,910$2,820,667▲ $65,757
Savings and Temporary Cash Investments$176,638$216,983▲ $40,345
Total Assets$2,931,548$3,037,650▲ $106,102
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,627,584$2,779,452▲ $151,868
Unrestricted Net Assets$303,964$258,198▼ $45,766
Total Net Assets Fund Balance$2,931,548$3,037,650▲ $106,102
Total Liabilities and Net Assets / Fund Balance$2,931,548$3,037,650▲ $106,102

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,820,667--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,627,584$38,664▲ $118,422-$2,775,350
2016$2,306,879$52,365▲ $276,550-$2,627,584
2015$2,571,125$16,960▼ $259,880-$2,306,879
2014$2,465,374$24,320▲ $41,908-$2,571,125
2013$2,432,542$119,095▲ $20,420$60$2,465,374
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John RessoChairman
Fr Khoi PhamPresident
Carol NegranzaDirector
Sean MullinsDirector
Tim CoppedgeDirector
David SpringerSecretary
John FichtenkortTreasurer
Karen ChampionVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$38,664
Program Service Revenue
$0
Investment Income
$78,384
Other Revenue
$0
All Other Contributions
$38,664
Change in Net Assets
$-12,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,000
Other Expenses$9,369
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$120,000--$120,000
Fees for Services Accounting-$5,219-$5,219
Office Expenses-$4,100-$4,100
Other Expenses-$50-$50
Total Functional Expenses$120,000$9,369$0$129,369
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Our Lady of Fatima SchoolModesto, CA-Assist School$120,000
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
Yes
Annual disclosure for covered persons
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. Father khoi chairman president legal services provided john resso, professional law corp. David springer chairman secretary legal services provided john resso, professional law corp. Karen champion chairman vice pres. Legal services provided”

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

“No review was or will be conducted.”

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
John Resso
Title
Chairman
Phone
0209524417
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Resso
Formed
1987
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

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

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's intended use of the restricted funds is to provide enough income to support the our lady of fatima school.”

Raw XML AppendixShowing 400 of 434 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. TWO BOARD MEMBERS OF THE ORGANIZATION, FATHER KHOI, THE PASTOR OF THE PARISH SCHOOL, AND DAVID SPRINGER, THE PARISH ADMINISTRATOR, ASSIST 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.
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INTENDED USE OF THE RESTRICTED FUNDS IS TO PROVIDE ENOUGH INCOME TO SUPPORT THE OUR LADY OF FATIMA SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0501 W GRANGER AVE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN RESSO, PROFESSIONAL LAW CORP. FATHER KHOI CHAIRMAN PRESIDENT LEGAL SERVICES PROVIDED JOHN RESSO, PROFESSIONAL LAW CORP. DAVID SPRINGER CHAIRMAN SECRETARY LEGAL SERVICES PROVIDED JOHN RESSO, PROFESSIONAL LAW CORP. KAREN CHAMPION CHAIRMAN VICE PRES. LEGAL SERVICES PROVIDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POTENTIAL CONFLICTS OF INTEREST ARE ADDRESSED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION IS AVAILABLE TO THE PUBLIC DURING NORMAL BUSINESS HOURS UPON 30 DAY ADVANCED WRITTEN REQUEST.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,037,650
Liabilities
$0
Net assets
$3,037,650
Revenue
$117,048
Expenses
$129,369
Net income
-$12,321
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