Civic Intelligence

St Bernard'S Academy Foundation

990 • Fiscal year 2024 • EIN 82-3536093

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 28, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

2.4%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-6.9%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,054,417

Up $24,492 (+2.4%) from 2023

Net Assets

Up

$1,054,417

Up $24,492 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin89th percentile

Revenue

Down

$50,512

Down $3,731 (-6.9%) from 2023

Expenses

Down

$26,020

Down $23 (-0.1%) from 2023

Net Income

Down

$24,492

Down $3,708 (-13%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$1,054,417
Liabilities$0
Net Assets$1,054,417
Open 2024 Filing

Operations Trend

Revenue Growth25th 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

2024

Revenue$50,512
Expenses$26,020
Net Income$24,492
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 28, 2025
Return Version
2023v6.0
Gross Receipts
$50,512
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$1,029,925$1,054,417▲ $24,492
Investments in Publicly Traded Securities$768,896$593,596▼ $175,300
Other Notes and Loans Receivable, Net$225,000$450,000▲ $225,000
Cash and Non-Interest-Bearing Accounts$35,978$10,769▼ $25,209
Savings and Temporary Cash Investments$51$52▲ $1
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,029,925$1,054,417▲ $24,492
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,029,925$1,054,417▲ $24,492
Total Liabilities and Net Assets / Fund Balance$1,029,925$1,054,417▲ $24,492
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bob RobertsonPresident
Kathy HayesVice President/secretary
Becca MeyerBoard Member
Cade McnamaraBoard Member
Cathy MaherBoard Member
Jeff MeyerBoard Member
Mary ScottBoard Member
Nathan ZiblichBoard Member
Russ BohmanBoard Member
Tia DimmickBoard Member
Patrick ShanahanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,630
Program Service Revenue
$0
Investment Income
$34,882
Other Revenue
$0
All Other Contributions
$15,630
Change in Net Assets
$24,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$1,020
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Services Accounting-$750-$750
Fees for Service Investment Mgmnt Fees-$150-$150
Fees for Services Other-$120-$120
Total Functional Expenses$25,000$1,020$0$26,020
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST BERNARD'S ACADEMYEureka, CA-TO SUPPORT THE VALUES, MISSION, AND SUCCESS OF ST. BERNARD'S ACADEMY.$25,000
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, becca meyer and jeff meyer, are related (spouses).”

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
2025-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Shanahan
Formed
2017
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Jackson & Eklund Rmw Mckinleyville
Address
1680 SUTTER ROAD, MCKINLEYVILLE, CA 95519-4217
Preparer
B Reeser
Phone
7078224835
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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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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
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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:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS, BECCA MEYER AND JEFF MEYER, ARE RELATED (SPOUSES).
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
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01029925
IRS990/TotalAssetsEOYAmt01054417
IRS990/TotalAssetsGrp/BOYAmt01029925
IRS990/TotalAssetsGrp/EOYAmt01054417
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015630
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01020
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025000
IRS990/TotalFunctionalExpensesGrp/TotalAmt026020
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01029925
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01054417
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt025000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034882
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050512
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01029925
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01054417
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/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0SBAFOUNDATION.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK SHANAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07073820686
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST BERNARD'S ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STBE
ReturnHeader/Filer/EIN0823536093
ReturnHeader/Filer/PhoneNum07073820686
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 DOLLISON STREET
ReturnHeader/Filer/USAddress/CityNm0EUREKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942526731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON & EKLUND RMW MCKINLEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01680 SUTTER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCKINLEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0955194217
ReturnHeader/PreparerPersonGrp/PhoneNum07078224835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B REESER
ReturnHeader/ReturnTs02025-01-28T13:49:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,054,417
Liabilities
$0
Net assets
$1,054,417
Revenue
$50,512
Expenses
$26,020
Net income
$24,492
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