Civic Intelligence

Saint Junipero Serra University

990EZ • Fiscal year 2020 • EIN 81-0901259

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 24, 2021

Organization ProfileN/A
343 Pasqual AvenueSan Gabriel, CA 91775

(818) 371-3272

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

95th percentile

276%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

8839%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,171

Up $20,674 (+276%) from 2019

Net Assets

Up

$65,950

Up $58,453 (+780%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$78,931

Up $78,048 (+8839%) from 2019

Expenses

Up

$12,981

Up $9,552 (+279%) from 2019

Net Income

Up

$65,950

Up $68,496 (+2690%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$80K$60K$40K$20K$0Assets 2016: $10,061Net Assets 2016: $10,0612016Assets 2017: $10,061Liabilities 2017: $02017Assets 2018: $10,043Liabilities 2018: $02018Assets 2019: $7,497Net Assets 2019: $7,4972019Assets 2020: $28,171Net Assets 2020: $65,9502020Assets 2021: $47,301Liabilities 2021: $0Net Assets 2021: $47,3012021Assets 2022: $67,765Liabilities 2022: $0Net Assets 2022: $67,7652022Assets 2023: $50,636Liabilities 2023: $0Net Assets 2023: $50,6362023Assets 2024: $15,826Liabilities 2024: $0Net Assets 2024: $15,8262024

Highlighted filing

2020

Assets$28,171
Liabilities-
Net Assets$65,950
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

$100K$50K$0-$50KRevenue 2016: $10,0612016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $5,000Expenses 2018: $5,018Net Income 2018: -$182018Revenue 2019: $883Expenses 2019: $3,429Net Income 2019: -$2,5462019Revenue 2020: $78,931Expenses 2020: $12,981Net Income 2020: $65,9502020Revenue 2021: $49,883Expenses 2021: $30,753Net Income 2021: $19,1302021Revenue 2022: $50,900Expenses 2022: $30,436Net Income 2022: $20,4642022Revenue 2023: $5,857Expenses 2023: $22,986Net Income 2023: -$17,1292023Revenue 2024: $11,435Expenses 2024: $46,245Net Income 2024: -$34,8102024

Highlighted filing

2020

Revenue$78,931
Expenses$12,981
Net Income$65,950
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 24, 2021
Return Version
2020v4.0
Gross Receipts
$78,931
Mission and Program Overview

Mission

This organization is in the process of establishing an accredited university.

Program Services

DescriptionGrantsExpenses
The organization has incorporated and completed the exemption applicaton process.Also registered with the California Attorney General Registry of Charitable Trusts.Now is seeking certification from accreditation group so it can issue University degrees.$17,426-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris G PlanceVice PresidentPT$0--
Rebecca Jo PlanceSecretaryPT$0--
Chris G PlanceCFOPT$0--
Dr Jennifer SariegoCEOPT$0--
Filing and Contact Details

Filer

Filer Name
Catholic Polytechnic University
EIN
81-0901259
Phone
8183713272
Address
343 Pasqual Avenue, San Gabriel, CA 91775

Signing Officer

Name
Jennifer Sariego
Title
CEO
Signed
2021-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Bradley S Brokop CPA
Address
PO Box 7578, Burbank, CA 91510
Preparer
Shant V Andonian
Phone
8185667900
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$444”

Other Expenses.1001

“Advertising and Promotion $225”

Other Expenses.1012

“Insurance $897”

Other Expenses.1

“Grant writer $700”

Other Expenses.2

“licensing $250”

Other Expenses.4

“internet $44”

Raw XML Appendix162 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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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Dr Jennifer Nolan
IRS990EZ/BooksInCareOfDetail/PhoneNum08183713272
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Gabriel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091775
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IRS990EZ/ExcessOrDeficitForYearAmt065950
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0980
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0388
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02865
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065950
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chris G Plance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rebecca Jo Plance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chris G Plance
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02116
IRS990EZ/OtherRevenueTotalAmt0444
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0This organization is in the process of establishing an accredited university.
IRS990EZ/PrintingPublicationsPostageAmt0180
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization has incorporated and completed the exemption applicaton process.Also registered with the California Attorney General Registry of Charitable Trusts.Now is seeking certification from accreditation group so it can issue University degrees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017426
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06000
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0980
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012981
IRS990EZ/TotalProgramServiceExpensesAmt017426
IRS990EZ/TotalRevenueAmt078931
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Organization is still in process of organization.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grant writer $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4licensing $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5internet $44
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Sariego
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Catholic Polytechnic University
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0aka Saint Junipero Serra University
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0810901259
ReturnHeader/Filer/PhoneNum08183713272
ReturnHeader/Filer/USAddress/AddressLine1Txt0343 Pasqual Avenue
ReturnHeader/Filer/USAddress/CityNm0San Gabriel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091775
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0956513706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bradley S Brokop CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 7578
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burbank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091510
ReturnHeader/PreparerPersonGrp/PhoneNum08185667900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shant V Andonian
ReturnHeader/ReturnTs02021-07-24T14:22:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sariego
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,171
Liabilities
-
Net assets
$65,950
Revenue
$78,931
Expenses
$12,981
Net income
$65,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$11.4$46.2$34.8
2023Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$5.86$23.0$17.1
2022Detailed filing. Detailed filing data is available for this year.$67.8$0.00$67.8$50.9$30.4$20.5
2021Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$49.9$30.8$19.1
2020Detailed filing. Detailed filing data is available for this year.$28.2$66.0$78.9$13.0$66.0
2019Detailed filing. Detailed filing data is available for this year.$7.50$7.50$0.88$3.43$2.55
2018Summary only. Only limited summary data is available for this year.$10.0$0.00$5.00$5.02$0.02
2017Summary only. Only limited summary data is available for this year.$10.1$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$10.1$10.1$10.1