Civic Intelligence

Mark Stephen Gallo Memorial Fund

990 • Fiscal year 2017 • EIN 94-2462554

Jun 01, 2016 to May 31, 2017 • Filed on Apr 15, 2018

Organization ProfileN/A
PO Box 1130Modesto, CA 95353

(209) 341-5393

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-124%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

23rd percentile

-5.0%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

79%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$854,470

Down $44,569 (-5.0%) from 2016

Net Assets

Down

$854,470

Down $44,569 (-5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Up

$35,807

Up $15,795 (+79%) from 2016

Expenses

Down

$80,376

Down $1,633,640 (-95%) from 2016

Net Income

Up

-$44,569

Up $1,649,435 (+97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,990,060Liabilities 2010: $0Net Assets 2010: $1,990,0602010Assets 2011: $1,990,409Liabilities 2011: $0Net Assets 2011: $1,990,4092011Assets 2012: $2,028,475Liabilities 2012: $0Net Assets 2012: $2,028,4752012Assets 2013: $2,130,267Liabilities 2013: $0Net Assets 2013: $2,130,2672013Assets 2014: $2,464,959Liabilities 2014: $0Net Assets 2014: $2,464,9592014Assets 2015: $2,593,042Liabilities 2015: $0Net Assets 2015: $2,593,0422015Assets 2016: $899,039Liabilities 2016: $0Net Assets 2016: $899,0392016Assets 2017: $854,470Liabilities 2017: $0Net Assets 2017: $854,4702017Assets 2018: $809,047Liabilities 2018: $0Net Assets 2018: $809,0472018Assets 2019: $978,824Liabilities 2019: $0Net Assets 2019: $978,8242019Assets 2020: $737,407Liabilities 2020: $0Net Assets 2020: $737,4072020Assets 2021: $730,275Liabilities 2021: $0Net Assets 2021: $730,2752021Assets 2022: $688,275Liabilities 2022: $0Net Assets 2022: $688,2752022Assets 2023: $709,106Liabilities 2023: $0Net Assets 2023: $709,1062023Assets 2024: $710,532Liabilities 2024: $0Net Assets 2024: $710,5322024Assets 2025: $714,750Liabilities 2025: $0Net Assets 2025: $714,7502025

Highlighted filing

2017

Assets$854,470
Liabilities$0
Net Assets$854,470
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $56,6012010Expenses 2011: $61,1502011Expenses 2012: $58,3512012Revenue 2013: $172,667Expenses 2013: $70,875Net Income 2013: $101,7922013Revenue 2014: $352,895Expenses 2014: $18,203Net Income 2014: $334,6922014Revenue 2015: $264,815Expenses 2015: $136,732Net Income 2015: $128,0832015Revenue 2016: $20,012Expenses 2016: $1,714,016Net Income 2016: -$1,694,0042016Revenue 2017: $35,807Expenses 2017: $80,376Net Income 2017: -$44,5692017Revenue 2018: $65,157Expenses 2018: $110,580Net Income 2018: -$45,4232018Revenue 2019: $205,371Expenses 2019: $35,594Net Income 2019: $169,7772019Revenue 2020: $21,047Expenses 2020: $261,852Net Income 2020: -$240,8052020Revenue 2021: $94,928Expenses 2021: $102,060Net Income 2021: -$7,1322021Revenue 2022: -$4,813Expenses 2022: $37,187Net Income 2022: -$42,0002022Revenue 2023: $53,663Expenses 2023: $32,832Net Income 2023: $20,8312023Revenue 2024: $38,089Expenses 2024: $36,663Net Income 2024: $1,4262024Revenue 2025: $50,459Expenses 2025: $46,241Net Income 2025: $4,2182025

Highlighted filing

2017

Revenue$35,807
Expenses$80,376
Net Income-$44,569
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 15, 2018
Return Version
2016v3.0
Gross Receipts
$322,376
Mission and Program Overview

Mission

Support the educational purpose of the central catholic high school.

Support the Educational Purpose of the Central Catholic High School

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$899,039$854,470▼ $44,569
Investments in Publicly Traded Securities$882,911$802,718▼ $80,193
Savings and Temporary Cash Investments$16,128$51,587▲ $35,459
Cash and Non-Interest-Bearing Accounts$0$165▲ $165
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$899,039$854,470▼ $44,569
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$899,039$854,470▼ $44,569
Total Liabilities and Net Assets / Fund Balance$899,039$854,470▼ $44,569
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Bishop Stephen E BlaireTrustee
Frank C Damrell JrTrustee
James E ColemanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$35,807
Other Revenue
$0
Change in Net Assets
$-44,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,000
Other Expenses$5,376
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,000--$75,000
Fees for Service Investment Mgmnt Fees-$3,325-$3,325
Fees for Services Accounting-$1,318-$1,318
Other Expenses-$10-$10
Total Functional Expenses$75,000$5,376$0$80,376
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central Catholic High SchoolModesto, CA501(c)(3)Support$75,000
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Copy of Form 990 is distributed to the Trustees for review prior to filing.”

Form 990, Part VI, Section C, line 19

“Trust instrument, financial statements, and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Mark Stephen Gallo Memorial Fund
EIN
94-2462554
Phone
2093415393
Address
PO Box 1130, Modesto, CA 95353

Signing Officer

Name
James E Coleman
Title
Trustee
Phone
2093415393
Signed
2018-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James E Coleman
Formed
1978
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Moss Adams LLP
Address
3121 W March Ln Ste 200, Stockton, CA 95219-2367
Preparer
Tracy S Paglia
Phone
2099556100
Raw XML Appendix392 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Support the Educational Purpose of the Central Catholic High School
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Tax and Financial Services
IRS990/BooksInCareOfDetail/PhoneNum02093415393
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 yosemite blvd
IRS990/BooksInCareOfDetail/USAddress/CityNm0modesto
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095354
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt0165
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt075000
IRS990/CYInvestmentIncomeAmt035807
IRS990/CYOtherExpensesAmt05376
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-44569
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt080376
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt035807
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ENTIRE NET INCOME OF THE TRUST IS USED TO SUPPORT THE MAINTENANCE AND OPERATION OF CENTRAL CATHOLIC HIGH SCHOOL
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt075000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01318
IRS990/FeesForServicesAccountingGrp/TotalAmt01318
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03325
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03325
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0James E Coleman
IRS990/Form990PartVIISectionAGrp/PersonNm1Bishop Stephen E Blaire
IRS990/Form990PartVIISectionAGrp/PersonNm2Frank C Damrell Jr
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04182
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt075000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt075000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt075000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0290751
IRS990/GrossReceiptsAmt0322376
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt031625
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031625
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0882911
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0802718
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0286569
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Support the Educational Purpose of the Central Catholic High School
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0899039
IRS990/NetAssetsOrFundBalancesEOYAmt0854470
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04182
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04182
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Foreign Tax Paid
IRS990/OtherExpensesGrp/Desc1Registration Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0723
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/TotalAmt0723
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0James E Coleman
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01700000
IRS990/PYInvestmentIncomeAmt020012
IRS990/PYOtherExpensesAmt014016
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1694004
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01714016
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020012
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-44569
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0899039
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0854470
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016128
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051587
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt031770
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt033022
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0145
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt031625
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt033022
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt05376
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt014016
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt026394
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt019006
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt019006
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt069298
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt069298
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt016155
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt069298
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt069298
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt069298
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt075000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt075000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01520395
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt01589693
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01595395
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt075000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt01520395
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01589693
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt075000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt069298
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt075000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt075000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Fund was not aware of the annual notification requirement and relied on a paid professional to assist with preparation of returns. Management became aware of the notification requirement when a new firm was hired to prepare the May 31, 2017 return, and promptly issued appropriate notification to the supported organization in April 2018. The Fund will issue future notifications timely.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Bishop is a trustee of the fund and is also on the governing body of Central (the sole supported organization). The three trustees of the Fund will periodically meet to review the investments and investment strategy of the fund.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0876755
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01979950
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt033940
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0835026
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0842815
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01144924
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt013151
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0863604
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01979950
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt030226
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt069298
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0876755
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01979950
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt030226
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt069298
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0331035297
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt075000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Central Catholic High School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt075000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt075000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Central Catholic High School
IRS990ScheduleI/RecipientTable/RecipientEIN0331035297
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 S Carpenter Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Modesto
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095351
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation solely grants funds to Central Catholic High School , its supported organization.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copy of Form 990 is distributed to the Trustees for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trust instrument, financial statements, and governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0899039
IRS990/TotalAssetsEOYAmt0854470
IRS990/TotalAssetsGrp/BOYAmt0899039
IRS990/TotalAssetsGrp/EOYAmt0854470
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05376
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075000
IRS990/TotalFunctionalExpensesGrp/TotalAmt080376
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0899039
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0854470
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt075000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt035807
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035807
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0899039
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0854470
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1130
IRS990/USAddress/CityNm0Modesto
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095353
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James E Coleman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02093415393
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mark Stephen Gallo Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0942462554
ReturnHeader/Filer/PhoneNum02093415393
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1130
ReturnHeader/Filer/USAddress/CityNm0Modesto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095353
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038084F6B3C74B2795B22FEBC471175A84A8530BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE861C6778D90A5D3E7861ABDDE45BE6309F51A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.129.7.100
ReturnHeader/FilingSecurityInformation/IPDt02018-04-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:17:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03121 W March Ln Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952192367
ReturnHeader/PreparerPersonGrp/PhoneNum02099556100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy S Paglia
ReturnHeader/ReturnTs02018-04-11T17:18:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$854,470
Liabilities
$0
Net assets
$854,470
Revenue
$35,807
Expenses
$80,376
Net income
-$44,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.05$0.05$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.04$0.04$0.00
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.05$0.03$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.00$0.04$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.09$0.10$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.02$0.26$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.21$0.04$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.07$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.08$0.04
2016Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.02$1.71$1.69
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.26$0.14$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.35$0.02$0.33
2013Summary only. Only limited summary data is available for this year.$2.13$0.00$2.13$0.17$0.07$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.06