Civic Intelligence

Padre Pio Academy

990 • Fiscal year 2017 • EIN 95-4446413

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

9621 Bixby AveGarden Grove, CA 92841

(714) 530-6840

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.22x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$20,688

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

147%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,883,739

Up $387,980 (+16%) from 2016

Net Assets

Up

$2,740,762

Up $388,604 (+17%) from 2016

Liabilities

Down

$142,977

Down $624 (-0.4%) from 2016

Revenue

Up

$656,250

Up $390,587 (+147%) from 2016

Expenses

Down

$267,646

Down $35,354 (-12%) from 2016

Net Income

Up

$388,604

Up $425,941 (+1141%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,593,915Liabilities 2011: $222,733Net Assets 2011: $2,371,1822011Assets 2012: $2,508,510Liabilities 2012: $145,137Net Assets 2012: $2,363,3732012Assets 2013: $2,501,566Liabilities 2013: $145,655Net Assets 2013: $2,355,9112013Assets 2014: $2,541,292Liabilities 2014: $144,868Net Assets 2014: $2,396,4242014Assets 2015: $2,533,352Liabilities 2015: $143,857Net Assets 2015: $2,389,4952015Assets 2016: $2,495,759Liabilities 2016: $143,601Net Assets 2016: $2,352,1582016Assets 2017: $2,883,739Liabilities 2017: $142,977Net Assets 2017: $2,740,7622017Assets 2018: $2,883,877Liabilities 2018: $142,478Net Assets 2018: $2,741,3992018Assets 2019: $2,867,658Liabilities 2019: $141,639Net Assets 2019: $2,726,0192019Assets 2020: $2,854,981Liabilities 2020: $141,141Net Assets 2020: $2,713,8402020Assets 2021: $2,867,593Liabilities 2021: $141,143Net Assets 2021: $2,726,4502021Assets 2022: $2,854,019Liabilities 2022: $164,145Net Assets 2022: $2,689,8742022Assets 2023: $2,798,193Liabilities 2023: $52,556Net Assets 2023: $2,745,6372023Assets 2024: $2,786,757Liabilities 2024: $52,680Net Assets 2024: $2,734,0772024

Highlighted filing

2017

Assets$2,883,739
Liabilities$142,977
Net Assets$2,740,762

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $384,059Expenses 2011: $290,630Net Income 2011: $93,4292011Revenue 2012: $272,397Expenses 2012: $280,206Net Income 2012: -$7,8092012Revenue 2013: $269,871Expenses 2013: $277,333Net Income 2013: -$7,4622013Revenue 2014: $284,283Expenses 2014: $243,770Net Income 2014: $40,5132014Revenue 2015: $246,630Expenses 2015: $253,559Net Income 2015: -$6,9292015Revenue 2016: $265,663Expenses 2016: $303,000Net Income 2016: -$37,3372016Revenue 2017: $656,250Expenses 2017: $267,646Net Income 2017: $388,6042017Revenue 2018: $289,398Expenses 2018: $288,761Net Income 2018: $6372018Revenue 2019: $305,654Expenses 2019: $321,036Net Income 2019: -$15,3822019Revenue 2020: $271,096Expenses 2020: $283,275Net Income 2020: -$12,1792020Revenue 2021: $336,996Expenses 2021: $324,386Net Income 2021: $12,6102021Revenue 2022: $308,566Expenses 2022: $345,142Net Income 2022: -$36,5762022Revenue 2023: $302,702Expenses 2023: $349,328Net Income 2023: -$46,6262023Revenue 2024: $368,907Expenses 2024: $380,467Net Income 2024: -$11,5602024

Highlighted filing

2017

Revenue$656,250
Expenses$267,646
Net Income$388,604
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$1,118,110
Mission and Program Overview

Mission

Private Religious School

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,352,158$2,740,762▲ $388,604
Land, Buildings, and Equipment, Net$2,245,116$2,246,676▲ $1,560
Savings and Temporary Cash Investments$219,563$299,814▲ $80,251
Cash and Non-Interest-Bearing Accounts$31,080$37,249▲ $6,169
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,495,759$2,883,739▲ $387,980
Other Assets Total-$300,000-
Liabilities
Unsecured Notes Loans Payable$143,137$142,637▼ $500
Other Liabilities$464$340▼ $124
Total Liabilities$143,601$142,977▼ $624
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,352,158$2,740,762▲ $388,604
Total Liabilities and Net Assets / Fund Balance$2,495,759$2,883,739▲ $387,980

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,426,928-$1,426,928
Leasehold Improvements$516,136$254,351$770,487
Buildings$298,808$176,835$475,643
Other Land Buildings$3,895$30,123$34,018
Equipment$909$17,203$18,112
Other Assets Org$300,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary LewisPrincipalFT$20,688$20,688

Board Members and Trustees

NameTitle
Joel IddingsDirector
Manuel SotoDirector
Thomas WashickoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$472,368
Program Service Revenue
$90,004
Investment Income
$0
Other Revenue
$93,878
All Other Contributions
$472,368
Change in Net Assets
$388,604

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Other6$420,000
Total Noncash Contributions6$420,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,459
Salaries, Compensation, and Employee Benefits$128,187
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$96,436--$96,436
Office Expenses$57,773--$57,773
Depreciation Depletion$16,621$16,621-$33,242
Current Officers, Directors, Trustees, and Key Employees$20,688--$20,688
Insurance$5,659$5,659-$11,318
Payroll Taxes$11,063--$11,063
All Other Expenses$7,588$-1,463-$6,125
Other Expenses$1,690$1,690-$3,380
Fees for Services Accounting-$670-$670
Advertising$149--$149
Total Functional Expenses$235,715$31,931$0$267,646
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,446
Fundraising Direct Expenses$31,860
Gaming Gross Income$24,900
Gaming Direct Expenses$10,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$14,418$14,418$1,134$13,284
Scrip Sales$10,815$10,815$10,537$278
Total Events$38,576$38,576$27,461$11,115
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$337
Rounding$3
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 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, Part VI, Line 11B: Form 990 Review Process

Board meets to review with principal the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board reviews activities of members/employees quarterly

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation determined at beginning of academic year based on market

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All disclosure of governing documents and policies and financials are addressed at quarterly board meetings.

Filing and Contact Details

Filer

Filer Name
Padre Pio Academy
EIN
95-4446413
Phone
7145306840
Address
9621 Bixby Ave, Garden Grove, CA 92841

Signing Officer

Name
Manuel Soto
Title
Director
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
5

Preparer

Firm
Benchmark Financial Solutions Inc
Address
1530 The Alameda Ste 305, San Jose, CA 95126
Preparer
Don Michael Codipilly CPA
Phone
4086440053
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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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IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0298808
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0176835
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0475643
IRS990ScheduleD/EquipmentGrp/BookValueAmt0909
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017203
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018112
IRS990ScheduleD/LandGrp/BookValueAmt01426928
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01426928
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0516136
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0254351
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0770487
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0300000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NOTE RECEIVABLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03895
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030123
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034018
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02246676
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0300000
IRS990ScheduleD/TotalLiabilityAmt0340
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Local advertisement, church announcements in Orange and Los Angeles counties, CA.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027461
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Scrip Sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038576
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011115
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015790
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027461
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01134
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010537
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt010000
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt024900
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt024900
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt014900
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt010000
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt010000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt06
IRS990ScheduleM/RealEstateOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt0420000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board meets to review with principal the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board reviews activities of members/employees quarterly
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation determined at beginning of academic year based on market
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All disclosure of governing documents and policies and financials are addressed at quarterly board meetings.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02495759
IRS990/TotalAssetsEOYAmt02883739
IRS990/TotalAssetsGrp/BOYAmt02495759
IRS990/TotalAssetsGrp/EOYAmt02883739
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0472368
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031931
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235715
IRS990/TotalFunctionalExpensesGrp/TotalAmt0267646
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0143601
IRS990/TotalLiabilitiesEOYAmt0142977
IRS990/TotalLiabilitiesGrp/BOYAmt0143601
IRS990/TotalLiabilitiesGrp/EOYAmt0142977
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02352158
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02740762
IRS990/TotalProgramServiceExpensesAmt0235715
IRS990/TotalProgramServiceRevenueAmt090004
IRS990/TotalReportableCompFromOrgAmt020688
IRS990/TotalRevenueGrp/ExclusionAmt032486
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0151396
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0656250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02495759

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.05$2.73$0.37$0.38$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.05$2.75$0.30$0.35$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.16$2.69$0.31$0.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.14$2.73$0.34$0.32$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.14$2.71$0.27$0.28$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.14$2.73$0.31$0.32$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.14$2.74$0.29$0.29$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.14$2.74$0.66$0.27$0.39
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.14$2.35$0.27$0.30$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.14$2.39$0.25$0.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.14$2.40$0.28$0.24$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.15$2.36$0.27$0.28$0.01
2012Summary only. Only limited summary data is available for this year.$2.51$0.15$2.36$0.27$0.28$0.01
2011Summary only. Only limited summary data is available for this year.$2.59$0.22$2.37$0.38$0.29$0.09