Civic Intelligence

Cristo Rey Birmingham Work Study

990 • Fiscal year 2025 • EIN 83-4454998

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 21, 2025

1832 Center Way SouthBirmingham, AL 35205

(205) 730-0965

Siviq Scores

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

Liabilities / Assets

64th percentile

0.15x

Higher debt load relative to assets than 64% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.25x

Higher debt load relative to revenue than 71% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

62nd percentile

$88,296

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

90th percentile

41%

Faster asset growth than 90% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

7.4%

Faster revenue growth than 53% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,352,150

Up $389,921 (+41%) from 2024

Net Assets

Up

$1,143,150

Up $632,564 (+124%) from 2024

Liabilities

Down

$209,000

Down $242,643 (-54%) from 2024

Revenue

Up

$839,079

Up $57,633 (+7.4%) from 2024

Expenses

Down

$206,515

Down $113,454 (-35%) from 2024

Net Income

Up

$632,564

Up $171,087 (+37%) from 2024

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $280,556Liabilities 2020: $0Net Assets 2020: $280,5562020Assets 2021: $118,805Liabilities 2021: $0Net Assets 2021: $118,8052021Assets 2022: $861,010Liabilities 2022: $194,746Net Assets 2022: $666,2642022Assets 2023: $550,427Liabilities 2023: $501,318Net Assets 2023: $49,1092023Assets 2024: $962,229Liabilities 2024: $451,643Net Assets 2024: $510,5862024Assets 2025: $1,352,150Liabilities 2025: $209,000Net Assets 2025: $1,143,1502025

Highlighted filing

2025

Assets$1,352,150
Liabilities$209,000
Net Assets$1,143,150

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $867,469Expenses 2020: $586,913Net Income 2020: $280,5562020Revenue 2021: $510,500Expenses 2021: $672,251Net Income 2021: -$161,7512021Revenue 2022: $924,015Expenses 2022: $376,556Net Income 2022: $547,4592022Revenue 2023: $1,002,095Expenses 2023: $1,619,250Net Income 2023: -$617,1552023Revenue 2024: $781,446Expenses 2024: $319,969Net Income 2024: $461,4772024Revenue 2025: $839,079Expenses 2025: $206,515Net Income 2025: $632,5642025

Highlighted filing

2025

Revenue$839,079
Expenses$206,515
Net Income$632,564
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 21, 2025
Return Version
2024v5.2
Gross Receipts
$839,079
Mission and Program Overview

Mission

To engage exclusively in charitable and educational activities while operating for the benefit of and providing support to holy family cristo rey catholic high school, inc.

To provide students with real-world work experience as part of their curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$740,479$632,564▼ $107,915
Accounts Receivable$221,750$141,750▼ $80,000
Total Assets$962,229$1,352,150▲ $389,921
Other Assets Total$0$577,836▲ $577,836
Liabilities
Deferred Revenue$279,000$209,000▼ $70,000
Other Liabilities$172,643$0▼ $172,643
Total Liabilities$451,643$209,000▼ $242,643
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$510,586$1,143,150▲ $632,564
Total Net Assets Fund Balance$510,586$1,143,150▲ $632,564
Total Liabilities and Net Assets / Fund Balance$962,229$1,352,150▲ $389,921

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$577,836--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Desiree PageDirector, Finance & Admini$88,296$88,296
Robert L GarrettPresident$79,580$79,580

Board Members and Trustees

NameTitle
Joe BulgarellaChair
Brooke ColemanChair Emeritus
Barvette PattersonBoard Member
Beth RockerBoard Member
Daniel SansoneBoard Member
Dorothy Dottie D PakBoard Member
Edmund FayBoard Member
Fr Phil Paxton CpBoard Member
Gaile Pugh Gratton JdBoard Member
John BraggBoard Member
Katie BoydBoard Member
Kimberly JacksonBoard Member
Margaret DuboseBoard Member
Matthew LuscoBoard Member
Michael LuceBoard Member
Michael LynchBoard Member
Neil FavreBoard Member
Regan LigginsBoard Member
Steve BarryBoard Member
Tyler K LoweBoard Member
Jacquelyn Shaia PhdSecretary
Jeremy DipiazzaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$839,079
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$632,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$839,079
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$839,079
Total Revenue per Form 990
$839,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,008
Salaries, Compensation, and Employee Benefits$78,507
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$58,867--$58,867
All Other Expenses$21,364--$21,364
Insurance$13,788--$13,788
Other Expenses$12,434--$12,434
Payroll Taxes$10,461--$10,461
Pension Plan Contributions$9,179--$9,179
Travel$5,447--$5,447
Advertising$3,549--$3,549
Fees for Services Other$1,250--$1,250
Total Functional Expenses$206,515$0$0$206,515

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$206,515
Total Expenses per Audited Statements$206,515
Total Expenses per Form 990$206,515
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The corporation has a board of directors that consists of not more than twenty-five members. Officers of the corporation include the president, a secretary, and a treasurer, each of whom are elected by the board. A chair may also be elected. The board may consist of up to twenty-five directors. The term of office for each board member is three years. Board members may serve two consecutive terms. The board is comprised of local members. The canonical endorser is the congregation of the passion, holy cross province and may hold one board seat. There is one seat reserved for a designate of the cristo rey network. The executive committee the president, chair, secretary, treasurer, and chairs of board established sub-committees.

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

Form 990 is distributed to the full board for final reivew and approval.

Form 990, Part VI, Section C, Line 19

Governing documents, conflicts of interest policy, financial statements and tax returns are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cristo Rey Birmingham Work Study
EIN
83-4454998
Phone
2057300965
Address
1832 CENTER WAY SOUTH, BIRMINGHAM, AL 35205

Signing Officer

Name
Robert Garrett
Title
President
Phone
2057300978
Signed
2025-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Garrett
Formed
2019
Legal Domicile
Al
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
0

Preparer

Firm
Mauldin & Jenkins LLC
Address
2000 SOUTHBRIDGE PARKWAY STE 501, BIRMINGHAM, AL 35209
Preparer
Meredith Smith
Phone
2054452880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Network dues: crn: program service expenses 6,387. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,387. Gen & admin: vehicle expenses: vehicle - bus lease expense: program service expenses 5,130. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,130. Gen & admin: r&m: building repairs: program service expenses 4,802. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,802. Meals and entertainment: program service expenses 1,411. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,411. Professional development: program service expenses 1,176. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,176. Program costs: cleaning supplies: program service expenses 768. Management and general expenses 0. Fundraising expenses 0. Total expenses 768. Equipment repairs: program service expenses 644. Management and general expenses 0. Fundraising expenses 0. Total expenses 644. Printing and copier costs: program service expenses 519. Management and general expenses 0. Fundraising expenses 0. Total expenses 519. Security & fire monitoring: program service expenses 342. Management and general expenses 0. Fundraising expenses 0. Total expenses 342. Pest control: program service expenses 185. Management and general expenses 0. Fundraising expenses 0. Total expenses 185.

FORM 990, PART XII, LINE 2C:

The organization did not change its oversight process or selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

The school is organized as a not-for-profit corporation under the alabama nonprofit corporation act. The united states conference of catholic bishops received a letter dated june 2, 2017, which states that the agencies, instrumentalities, educational, charitable and religious institutions operated, supervised or controlled by or in connection with the roman catholic church in the united states, its territories or possessions appearing in the official catholic directory are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The school is listed in the 2024 edition of the official catholic directory and is therefore exempt from federal income and unemployment taxes. The school is subject to unrelated business income tax (ubit) only if it engages in activities subject to the ubit regulations. Tax positions are initially recognized in the financial statements when it is more likely than not the position will be sustained upon examination by the tax authorities. The school had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements as of june 30, 2025 and 2024 based on an assessment of many factors including experience and interpretations of tax laws.

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