Civic Intelligence

Father MC Elligott Sacred Heart School Foundation

990 • Fiscal year 2016 • EIN 77-0326338

Aug 01, 2015 to Jul 31, 2016 • Filed on Nov 10, 2016

Organization ProfileN/A
1225 Cooper AveTurlock, CA 95380

(209) 669-5336

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

6.8%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,038,784

Up $49,440 (+2.5%) from 2015

Net Assets

Up

$2,003,863

Up $50,062 (+2.6%) from 2015

Liabilities

Down

$34,921

Down $622 (-1.7%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin87th percentile

Revenue

Up

$147,266

Up $9,364 (+6.8%) from 2015

Expenses

Down

$97,204

Down $110,692 (-53%) from 2015

Net Income

Up

$50,062

Up $120,056 (+172%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,978,093Liabilities 2011: $0Net Assets 2011: $1,978,0932011Assets 2012: $1,887,323Liabilities 2012: $0Net Assets 2012: $1,887,3232012Assets 2013: $2,140,474Liabilities 2013: $0Net Assets 2013: $2,140,4742013Assets 2014: $2,023,795Liabilities 2014: $0Net Assets 2014: $2,023,7952014Assets 2015: $1,989,344Liabilities 2015: $35,543Net Assets 2015: $1,953,8012015Assets 2016: $2,038,784Liabilities 2016: $34,921Net Assets 2016: $2,003,8632016Assets 2017: $2,143,574Liabilities 2017: $34,921Net Assets 2017: $2,108,6532017Assets 2018: $2,151,729Liabilities 2018: $68,721Net Assets 2018: $2,083,0082018Assets 2019: $2,005,078Liabilities 2019: $0Net Assets 2019: $2,005,0782019Assets 2020: $1,827,176Liabilities 2020: $0Net Assets 2020: $1,827,1762020Assets 2021: $2,106,620Liabilities 2021: $0Net Assets 2021: $2,106,6202021Assets 2022: $1,809,628Liabilities 2022: $0Net Assets 2022: $1,809,6282022Assets 2023: $1,788,868Liabilities 2023: $0Net Assets 2023: $1,788,8682023Assets 2024: $1,859,245Liabilities 2024: $0Net Assets 2024: $1,859,2452024Assets 2025: $1,911,748Liabilities 2025: $0Net Assets 2025: $1,911,7482025

Highlighted filing

2016

Assets$2,038,784
Liabilities$34,921
Net Assets$2,003,863
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $321,048Expenses 2011: $70,976Net Income 2011: $250,0722011Revenue 2012: -$21,839Expenses 2012: $68,931Net Income 2012: -$90,7702012Expenses 2013: $71,1822013Revenue 2014: $76,511Expenses 2014: $193,190Net Income 2014: -$116,6792014Revenue 2015: $137,902Expenses 2015: $207,896Net Income 2015: -$69,9942015Revenue 2016: $147,266Expenses 2016: $97,204Net Income 2016: $50,0622016Revenue 2017: $67,340Expenses 2017: $150,782Net Income 2017: -$83,4422017Revenue 2018: $768,854Expenses 2018: $101,274Net Income 2018: $667,5802018Revenue 2019: $117,672Expenses 2019: $175,492Net Income 2019: -$57,8202019Revenue 2020: $93,983Expenses 2020: $193,578Net Income 2020: -$99,5952020Revenue 2021: $2,130Expenses 2021: $64,005Net Income 2021: -$61,8752021Revenue 2022: $118,493Expenses 2022: $105,310Net Income 2022: $13,1832022Revenue 2023: $46,827Expenses 2023: $98,038Net Income 2023: -$51,2112023Revenue 2024: $81,667Expenses 2024: $121,524Net Income 2024: -$39,8572024Revenue 2025: $105,808Expenses 2025: $88,077Net Income 2025: $17,7312025

Highlighted filing

2016

Revenue$147,266
Expenses$97,204
Net Income$50,062
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 10, 2016
Return Version
2015v2.0
Gross Receipts
$301,293
Mission and Program Overview

Mission

To manage the growth and disbursements of an endowment in order to insure a solid financial future for sacred heart school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,270,027$1,428,245▲ $158,218
Savings and Temporary Cash Investments$673,116$568,918▼ $104,198
Pledges and Grants Receivable$34,921$34,921→ $0
Cash and Non-Interest-Bearing Accounts$7,838$4,301▼ $3,537
Land, Buildings, and Equipment, Net$3,442$2,399▼ $1,043
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,989,344$2,038,784▲ $49,440
Other Assets Total-$0-
Liabilities
Other Liabilities$35,543$34,921▼ $622
Total Liabilities$35,543$34,921▼ $622
Net Assets / Fund Balance
Unrestricted Net Assets$1,340,185$1,351,643▲ $11,458
Temporarily Rstr Net Assets$613,616$652,220▲ $38,604
Total Net Assets Fund Balance$1,953,801$2,003,863▲ $50,062
Total Liabilities and Net Assets / Fund Balance$1,989,344$2,038,784▲ $49,440

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,399$2,493$4,892
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Marie AssaliChairperson
Richard CottaFinance Chair
Michelle DigiovanniPresident
Alan MarchantVice-Chairperso
Cathy WildenbergDirector
Jim EtchepareDirector
Mike GemperleDirector
Jackie CottaExecutive Direc
Linda Romero-solesSecretary
Carol MedeirosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,425
Program Service Revenue
$0
Investment Income
$42,858
Other Revenue
$84,983
All Other Contributions
$19,425
Change in Net Assets
$50,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$43,560
Other Expenses$41,055
Grants and Similar Amounts Paid$12,589
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,739--$36,739
Grants to Domestic Orgs$12,589--$12,589
Other Employee Benefits$3,492--$3,492
Payroll Taxes$3,329--$3,329
All Other Expenses$3,122--$3,122
Other Expenses$1,300--$1,300
Depreciation Depletion$1,043--$1,043
Office Expenses$718--$718
Insurance$381--$381
Total Functional Expenses$97,204$0$0$97,204
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,515
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable - Mcelligott$34,921
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“Cpa presents the tax return to the board of directors before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Forms are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Father Mc Elligott
EIN
77-0326338
Phone
2096695336
Address
1225 COOPER AVE, TURLOCK, CA 95380

Signing Officer

Name
Michelle Digiovanni
Title
President
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Schmidt Bettencourt & Medeiros LLP
Address
865 Geer Road, Turlock, CA 95380
Preparer
Carol L Medeiros CPA
Phone
2096684857
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IRS990/OtherExpensesGrp/TotalAmt18924
IRS990/OtherExpensesGrp/TotalAmt21320
IRS990/OtherExpensesGrp/TotalAmt31300
IRS990/OtherLiabilitiesGrp/BOYAmt035543
IRS990/OtherLiabilitiesGrp/EOYAmt034921
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAINS/(LOSS)
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt083468
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt083468
IRS990/OtherRevenueTotalAmt083468
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt036739
IRS990/OtherSalariesAndWagesGrp/TotalAmt036739
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt03329
IRS990/PayrollTaxesGrp/TotalAmt03329
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt034921
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt034921
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08125
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0118158
IRS990/PYInvestmentIncomeAmt027617
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt055881
IRS990/PYOtherRevenueAmt0102160
IRS990/PYRevenuesLessExpensesAmt0-69994
IRS990/PYSalariesCompEmpBnftPaidAmt033857
IRS990/PYTotalExpensesAmt0207896
IRS990/PYTotalRevenueAmt0137902
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050062
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0673116
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0568918
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0111662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0172024
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0172024
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111662
IRS990ScheduleA/Total509Grp/TotalAmt0172024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111662
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0172024
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02399
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02493
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04892
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034921
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE - MCELLIGOTT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02399
IRS990ScheduleD/TotalLiabilityAmt034921
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CPA PRESENTS THE TAX RETURN TO THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORMS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0613616
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0652220
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01989344
IRS990/TotalAssetsEOYAmt02038784
IRS990/TotalAssetsGrp/BOYAmt01989344
IRS990/TotalAssetsGrp/EOYAmt02038784
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019425
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt097204
IRS990/TotalFunctionalExpensesGrp/TotalAmt097204
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035543
IRS990/TotalLiabilitiesEOYAmt034921
IRS990/TotalLiabilitiesGrp/BOYAmt035543
IRS990/TotalLiabilitiesGrp/EOYAmt034921
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01953801
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02003863
IRS990/TotalProgramServiceExpensesAmt097204
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0126326
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0147266
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01989344
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02038784
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01340185
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01351643

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,038,784
Liabilities
$34,921
Net assets
$2,003,863
Revenue
$147,266
Expenses
$97,204
Net income
$50,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.11$0.09$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.08$0.12$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.05$0.10$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.12$0.11$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.00$2.11$0.00$0.06$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.09$0.19$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.12$0.18$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.07$2.08$0.77$0.10$0.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.03$2.11$0.07$0.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.00$0.15$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.04$1.95$0.14$0.21$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.08$0.19$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$0.07
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$1.89$0.02$0.07$0.09
2011Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$0.32$0.07$0.25