Civic Intelligence

St Bernard'S Academy Foundation

990 • Fiscal year 2021 • EIN 82-3536093

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 27, 2021

Organization ProfileSBAFOUNDATION.COM
222 Dollison StreetEureka, CA 95501

(707) 382-0686

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-242%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

2.7%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,089,734

Up $29,028 (+2.7%) from 2020

Net Assets

Up

$1,089,734

Up $29,028 (+2.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$64,682

Down $969,518 (-94%) from 2020

Expenses

Up

$221,178

Up $201,908 (+1048%) from 2020

Net Income

Down

-$156,496

Down $1,171,426 (-115%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $1,060,706Liabilities 2020: $0Net Assets 2020: $1,060,7062020Assets 2021: $1,089,734Liabilities 2021: $0Net Assets 2021: $1,089,7342021Assets 2022: $1,001,466Liabilities 2022: $0Net Assets 2022: $1,001,4662022Assets 2023: $1,029,925Liabilities 2023: $0Net Assets 2023: $1,029,9252023Assets 2024: $1,054,417Liabilities 2024: $0Net Assets 2024: $1,054,4172024Assets 2025: $659,421Liabilities 2025: $0Net Assets 2025: $659,4212025

Highlighted filing

2021

Assets$1,089,734
Liabilities$0
Net Assets$1,089,734
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $1,034,200Expenses 2020: $19,270Net Income 2020: $1,014,9302020Revenue 2021: $64,682Expenses 2021: $221,178Net Income 2021: -$156,4962021Revenue 2022: $153,259Expenses 2022: $35,084Net Income 2022: $118,1752022Revenue 2023: $54,243Expenses 2023: $26,043Net Income 2023: $28,2002023Revenue 2024: $50,512Expenses 2024: $26,020Net Income 2024: $24,4922024Revenue 2025: $56,005Expenses 2025: $451,001Net Income 2025: -$394,9962025

Highlighted filing

2021

Revenue$64,682
Expenses$221,178
Net Income-$156,496
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 27, 2021
Return Version
2020v4.1
Gross Receipts
$64,682
Mission and Program Overview

Mission

To provide a permanent source of funding to support the values, mission and success of st. Bernard's academy. St. Bernard's academy prepares students for higher education and compassionate community leadership through a tradition of integrating academic excellence, spiritual development, and extra-curricular activities in a diverse small school environment with strong faculty support.

To provide a permanent source of funding to support the values, mission and success of st. Bernard's academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,060,706$1,089,734▲ $29,028
Investments in Publicly Traded Securities$1,044,290$1,085,233▲ $40,943
Cash and Non-Interest-Bearing Accounts$16,366$4,451▼ $11,915
Savings and Temporary Cash Investments$50$50→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,060,706$1,089,734▲ $29,028
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,060,706$1,089,734▲ $29,028
Total Liabilities and Net Assets / Fund Balance$1,060,706$1,089,734▲ $29,028
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bob RobertsonPresident
Kathy HayesVice President
Becca MeyerBoard Member
Blake CallisonBoard Member
Cameron RennerBoard Member
Carl Del GrandeBoard Member
Cathy MaherBoard Member
Cindy FinckBoard Member
Georgeanne Fulstone PucilloBoard Member
John GierekBoard Member
Jon OmeyBoard Member
Julie Vaissade-elcockBoard Member
Luke OmeyBoard Member
Nathan ZiblichBoard Member
Rex BohnBoard Member
Tia DimmickBoard Member
Travis CampbellBoard Member
Patrick ShanahanTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,351
Program Service Revenue
$0
Investment Income
$55,331
Other Revenue
$0
All Other Contributions
$9,351
Change in Net Assets
$-156,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,000
Other Expenses$21,178
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$200,000--$200,000
Fees for Service Investment Mgmnt Fees-$20,000-$20,000
Fees for Services Accounting-$850-$850
Fees for Services Other-$328-$328
Total Functional Expenses$200,000$21,178$0$221,178
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST BERNARD'S ACADEMYEureka, CA-TO SUPPORT THE VALUES, MISSION, AND SUCCESS OF ST. BERNARD'S ACADEMY.$200,000
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
Yes
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, Part VI, Section A, Line 2

“Board members, luke omey and jon omey, are related.”

Form 990, Part VI, Section B, Line 11B

“The organization's financial records and tax documents are reviewed by member(s) of the board prior to filing.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies, and financial reports are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
ST BERNARD'S ACADEMY FOUNDATION
EIN
82-3536093
Phone
7073820686
Address
222 DOLLISON STREET, EUREKA, CA 95501

Signing Officer

Name
Patrick Shanahan
Title
Treasurer
Phone
7073820686
Signed
2021-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Shanahan
Formed
2017
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0

Preparer

Firm
Jackson & Eklund an Accountancy Corp
Address
1680 SUTTER ROAD, MCKINLEYVILLE, CA 95519-4217
Preparer
B Reeser
Phone
7078224835
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IRS990/ReconcilationRevenueExpnssAmt0-156496
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01010951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01020302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt055331
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023249
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt078580
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92850
IRS990ScheduleA/PublicSupportPY170Pct00.97750
IRS990ScheduleA/PublicSupportTotal170Amt01020302
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01010951
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01020302
IRS990ScheduleA/TotalSupportAmt01098882
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0200000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE VALUES, MISSION, AND SUCCESS OF ST. BERNARD'S ACADEMY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST BERNARD'S ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0680462363
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0222 DOLLISON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUREKA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0955014308
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ONLY GRANT FUNDS DISBURSED ARE TO ST. BERNARD'S ACADEMY. THE SUPPORT OF THE SCHOOL IS THE SOLE EXEMPT PURPOSE OF ST. BERNARD'S ACADEMY FOUNDATION. THE FINANCIAL NEED OF THE SCHOOL IS REVIEWED BEFORE GRANT FUNDS ARE DISBURSED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS, LUKE OMEY AND JON OMEY, ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FINANCIAL RECORDS AND TAX DOCUMENTS ARE REVIEWED BY MEMBER(S) OF THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL REPORTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01089734
IRS990/TotalAssetsGrp/BOYAmt01060706
IRS990/TotalAssetsGrp/EOYAmt01089734
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09351
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021178
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221178
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0200000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt055331
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064682
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01089734
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0222 DOLLISON STREET
IRS990/USAddress/CityNm0EUREKA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095501
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0SBAFOUNDATION.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK SHANAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07073820686
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST BERNARD'S ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STBE
ReturnHeader/Filer/EIN0823536093
ReturnHeader/Filer/PhoneNum07073820686
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ReturnHeader/Filer/USAddress/CityNm0EUREKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942526731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON & EKLUND AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01680 SUTTER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCKINLEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0955194217
ReturnHeader/PreparerPersonGrp/PhoneNum07078224835

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,089,734
Liabilities
$0
Net assets
$1,089,734
Revenue
$64,682
Expenses
$221,178
Net income
-$156,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.06$0.45$0.39
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.15$0.04$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.22$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.03$0.02$1.01