Civic Intelligence

Sister Rebecca Berghoff Foundation

EIN 91-1466527 • 501(c)3 • Union Gap, WA

Profile

Provide financial support for operations of st. Joseph elementary school and marquette middle school.

3112 Main StreetUnion Gap, WA 98903

srbfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.02x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

55th percentile

6.8%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

29%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$6,222,531

Up $644,822 (+12%) from 2024

Liabilities

Up

$14,828

Up $1,245 (+9.2%) from 2024

Net Assets

Up

$6,207,703

Up $643,577 (+12%) from 2024

Revenue

Up

$724,615

Up $163,109 (+29%) from 2024

Expenses

Down

$675,081

Down $16,695 (-2.4%) from 2024

Net Income

Up

$49,534

Up $179,804 (+138%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,501,778Liabilities 2011: $22,458Net Assets 2011: $3,479,3202011Assets 2012: $3,663,214Liabilities 2012: $41,162Net Assets 2012: $3,622,0522012Assets 2013: $4,139,685Liabilities 2013: $28,017Net Assets 2013: $4,111,6682013Assets 2014: $5,288,182Liabilities 2014: $885,170Net Assets 2014: $4,403,0122014Assets 2015: $5,186,125Liabilities 2015: $849,525Net Assets 2015: $4,336,6002015Assets 2016: $5,499,106Liabilities 2016: $827,926Net Assets 2016: $4,671,1802016Assets 2017: $6,002,046Liabilities 2017: $809,948Net Assets 2017: $5,192,0982017Assets 2018: $5,827,837Liabilities 2018: $791,368Net Assets 2018: $5,036,4692018Assets 2019: $6,809,488Liabilities 2019: $757,701Net Assets 2019: $6,051,7872019Assets 2020: $6,223,195Liabilities 2020: $22,383Net Assets 2020: $6,200,8122020Assets 2021: $6,672,050Liabilities 2021: $14,964Net Assets 2021: $6,657,0862021Assets 2022: $5,653,683Liabilities 2022: $13,919Net Assets 2022: $5,639,7642022Assets 2023: $5,246,920Liabilities 2023: $13,358Net Assets 2023: $5,233,5622023Assets 2024: $5,577,709Liabilities 2024: $13,583Net Assets 2024: $5,564,1262024Assets 2025: $6,222,531Liabilities 2025: $14,828Net Assets 2025: $6,207,7032025

Highlighted filing

2025

Assets$6,222,531
Liabilities$14,828
Net Assets$6,207,703

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $312,1512011Revenue 2012: $249,359Expenses 2012: $294,880Net Income 2012: -$45,5212012Revenue 2013: $338,320Expenses 2013: $128,787Net Income 2013: $209,5332013Revenue 2014: $325,574Expenses 2014: $163,090Net Income 2014: $162,4842014Revenue 2015: $383,583Expenses 2015: $178,027Net Income 2015: $205,5562015Revenue 2016: $975,030Expenses 2016: $778,539Net Income 2016: $196,4912016Revenue 2017: $979,307Expenses 2017: $823,712Net Income 2017: $155,5952017Revenue 2018: $810,793Expenses 2018: $645,934Net Income 2018: $164,8592018Revenue 2019: $818,773Expenses 2019: $970,074Net Income 2019: -$151,3012019Revenue 2020: $243,980Expenses 2020: $603,652Net Income 2020: -$359,6722020Revenue 2021: $766,180Expenses 2021: $663,500Net Income 2021: $102,6802021Revenue 2022: $542,220Expenses 2022: $895,258Net Income 2022: -$353,0382022Revenue 2023: $611,128Expenses 2023: $1,231,075Net Income 2023: -$619,9472023Revenue 2024: $561,506Expenses 2024: $691,776Net Income 2024: -$130,2702024Revenue 2025: $724,615Expenses 2025: $675,081Net Income 2025: $49,5342025

Highlighted filing

2025

Revenue$724,615
Expenses$675,081
Net Income$49,534

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.22$0.01$6.21$0.72$0.68$0.05
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.01$5.56$0.56$0.69$0.13
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.01$5.23$0.61$1.23$0.62
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.01$5.64$0.54$0.90$0.35
2021Detailed filing. Detailed filing data is available for this year.$6.67$0.01$6.66$0.77$0.66$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.22$0.02$6.20$0.24$0.60$0.36
2019Detailed filing. Detailed filing data is available for this year.$6.81$0.76$6.05$0.82$0.97$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.83$0.79$5.04$0.81$0.65$0.16
2017Detailed filing. Detailed filing data is available for this year.$6.00$0.81$5.19$0.98$0.82$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.50$0.83$4.67$0.98$0.78$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.19$0.85$4.34$0.38$0.18$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.29$0.89$4.40$0.33$0.16$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.14$0.03$4.11$0.34$0.13$0.21
2012Summary only. Only limited summary data is available for this year.$3.66$0.04$3.62$0.25$0.29$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.02$3.48$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 13, 2026
Return Version
2025v4.0
Gross Receipts
$2,450,446
Mission and Program Overview

Mission

Provide financial support for operations of st. Joseph elementary school and marquette middle school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,298,483$4,949,819▲ $651,336
Land, Buildings, and Equipment, Net$1,174,801$1,165,123▼ $9,678
Savings and Temporary Cash Investments$66,831$63,290▼ $3,541
Prepaid Expenses and Deferred Charges$30,994$37,699▲ $6,705
Cash and Non-Interest-Bearing Accounts$6,600$6,600→ $0
Total Assets$5,577,709$6,222,531▲ $644,822
Liabilities
Accounts Payable and Accrued Expenses$13,583$14,828▲ $1,245
Total Liabilities$13,583$14,828▲ $1,245
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,600,190$5,109,009▲ $508,819
Net Assets With Donor Restrictions$963,936$1,098,694▲ $134,758
Total Net Assets Fund Balance$5,564,126$6,207,703▲ $643,577
Total Liabilities and Net Assets / Fund Balance$5,577,709$6,222,531▲ $644,822

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,165,123$1,060,984$2,226,107

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$779,677$85,484▲ $98,775-$963,936
2023$701,124$15,445▲ $63,108-$779,677
2022$725,908$8,825▼ $33,609-$701,124
2021$548,127$114,805▲ $78,798-$725,908
Compensation and Service Providers

Board Members and Trustees

NameTitle
Raymond StmaryPresident
Denise SeymourDirector
Irene NiemiDirector
Joe WalshDirector
John RielDirector
Mark CongletonDirector
Renee PurdyDirector
Sheryl ScottDirector
Steve PesekDirector
Gregg PlegerSchool Princ
Barbara MofordSecretary
Jeffrey EnrightTreasurer
Kathi MercyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$43,940
Program Service Revenue
$4,167
Investment Income
$235,378
Other Revenue
$441,130
All Other Contributions
$43,940
Change in Net Assets
$49,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$594,022
Salaries, Compensation, and Employee Benefits$81,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$97,796--$97,796
Other Salaries and Wages$64,778--$64,778
Fees for Service Investment Mgmnt Fees$20,473--$20,473
Advertising$10,785--$10,785
Other Employee Benefits$10,749--$10,749
Fees for Services Accounting$7,357--$7,357
Payroll Taxes$5,532--$5,532
Office Expenses$5,022--$5,022
Fees for Services Legal$3,480--$3,480
All Other Expenses$1,642--$1,642
Depreciation Depletion$1,609--$1,609
Other Expenses$1,266--$1,266
Total Functional Expenses$675,081$0$0$675,081
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$2,144,961
Gaming Direct Expenses$1,715,262
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
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 2

Ray st. Mary diane st. Mary president exec directo spouse

Form 990, Page 6, Part VI, Line 11B

Executive committee reviews.

Form 990, Page 6, Part VI, Line 15A

EXECUTIVE BOARD APPROVAL

Form 990, Page 6, Part VI, Line 15B

EXECUTIVE BOARD APPROVAL

Form 990, Page 6, Part VI, Line 19

UPON REQUEST TO BOARD.

Filing and Contact Details

Filer

Filer Name
Sister Rebecca Berghoff Foundation
EIN
91-1466527
Address
3112 MAIN STREET, UNION GAP, WA 98903
Doing Business As
St Joseph Bingo

Signing Officer

Name
Raymond Stmary
Title
President
Phone
5094570671
Signed
2026-02-13

Organization Details

Principal Officer
Raymond Stmary
Voting Board Members
16
Independent Board Members
15
Employees
11

Preparer

Firm
Accounting Offices Pc
Address
102 JIM CLEMENTS WAY, SELAH, WA 98942
Preparer
Cary D Ferguson
Phone
5094572440
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Book / tax depreciation difference 1,609 prior year federal income tax -1,447 prior year accrual correction 0 total 162

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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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IRS990/OfficeExpensesGrp/ProgramServicesAmt05022
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc2LICENSES & DUES
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IRS990/OtherExpensesGrp/ProgramServicesAmt147338
IRS990/OtherExpensesGrp/ProgramServicesAmt210947
IRS990/OtherExpensesGrp/ProgramServicesAmt31266
IRS990/OtherExpensesGrp/TotalAmt0386307
IRS990/OtherExpensesGrp/TotalAmt147338
IRS990/OtherExpensesGrp/TotalAmt210947
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037699
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IRS990/ProgramServiceRevenueGrp/Desc2USE OF FACILITY
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt11564
IRS990/ProgramServiceRevenueGrp/ExclusionAmt2173
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11564
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3173
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IRS990/RentalIncomeOrLossGrp/RealAmt011431
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt066831
IRS990/SavingsAndTempCashInvstGrp/EOYAmt063290
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt017330
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IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0282017
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0282017
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt042810
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt042810
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST JOSEPH CATHOLIC SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0202 N 4TH STREET YAKIMA WA 98901
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt015822
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IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt0985779

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