Civic Intelligence

Saint James Inn

990 • Fiscal year 2014 • EIN 95-4573028

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 13, 2015

PO Box 64494Los Angeles, CA 90064-0494

(310) 470-3808

Siviq Scores

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

Liabilities / Assets

51st percentile

0.12x

Higher debt load relative to assets than 51% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.51x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,867,376

Up $178,347 (+11%) from 2013

Net Assets

Up

$1,648,048

Up $194,440 (+13%) from 2013

Liabilities

Down

$219,328

Down $16,093 (-6.8%) from 2013

Revenue

Down

$433,695

Down $382,691 (-47%) from 2013

Expenses

Up

$168,473

Up $67,658 (+67%) from 2013

Net Income

Down

$265,222

Down $450,349 (-63%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $624,971Liabilities 2010: $0Net Assets 2010: $624,9712010Assets 2011: $585,082Liabilities 2011: $0Net Assets 2011: $585,0822011Assets 2012: $652,927Liabilities 2012: $0Net Assets 2012: $652,9272012Assets 2013: $1,689,029Liabilities 2013: $235,421Net Assets 2013: $1,453,6082013Assets 2014: $1,867,376Liabilities 2014: $219,328Net Assets 2014: $1,648,0482014Assets 2015: $1,945,325Liabilities 2015: $219,446Net Assets 2015: $1,725,8792015Assets 2016: $2,758,716Liabilities 2016: $961,224Net Assets 2016: $1,797,4922016Assets 2017: $2,779,213Liabilities 2017: $947,599Net Assets 2017: $1,831,6142017Assets 2018: $2,878,601Liabilities 2018: $934,253Net Assets 2018: $1,944,3482018Assets 2019: $2,936,044Liabilities 2019: $921,458Net Assets 2019: $2,014,5862019Assets 2020: $2,845,297Liabilities 2020: $910,523Net Assets 2020: $1,934,7742020Assets 2021: $5,359,234Liabilities 2021: $887,272Net Assets 2021: $4,471,9622021Assets 2022: $5,426,001Liabilities 2022: $863,131Net Assets 2022: $4,562,8702022Assets 2023: $5,459,994Liabilities 2023: $838,151Net Assets 2023: $4,621,8432023Assets 2024: $5,509,226Liabilities 2024: $812,292Net Assets 2024: $4,696,9342024

Highlighted filing

2014

Assets$1,867,376
Liabilities$219,328
Net Assets$1,648,048

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $133,8772010Expenses 2011: $117,9072011Expenses 2012: $100,2612012Revenue 2013: $816,386Expenses 2013: $100,815Net Income 2013: $715,5712013Revenue 2014: $433,695Expenses 2014: $168,473Net Income 2014: $265,2222014Revenue 2015: $266,640Expenses 2015: $155,366Net Income 2015: $111,2742015Revenue 2016: $242,050Expenses 2016: $152,790Net Income 2016: $89,2602016Revenue 2017: $268,631Expenses 2017: $235,824Net Income 2017: $32,8072017Revenue 2018: $331,856Expenses 2018: $215,346Net Income 2018: $116,5102018Revenue 2019: $293,204Expenses 2019: $229,833Net Income 2019: $63,3712019Revenue 2020: $123,994Expenses 2020: $213,992Net Income 2020: -$89,9982020Revenue 2021: $227,696Expenses 2021: $212,360Net Income 2021: $15,3362021Revenue 2022: $375,092Expenses 2022: $259,522Net Income 2022: $115,5702022Revenue 2023: $263,753Expenses 2023: $217,863Net Income 2023: $45,8902023Revenue 2024: $300,309Expenses 2024: $235,131Net Income 2024: $65,1782024

Highlighted filing

2014

Revenue$433,695
Expenses$168,473
Net Income$265,222
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 13, 2015
Return Version
2014v5.0
Gross Receipts
$476,411
Mission and Program Overview

Mission

To provide housing assistance at no charge for family members of patients undergoing significant short term or long term treatment at local hospitals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,104,317$1,114,039▲ $9,722
Investments Other Securities$473,545$471,533▼ $2,012
Cash and Non-Interest-Bearing Accounts$108,193$279,282▲ $171,089
Total Assets$1,689,029$1,867,376▲ $178,347
Other Assets Total$2,974$2,522▼ $452
Liabilities
Mortgage Notes Payable Secured by Investment Property$223,186$219,328▼ $3,858
Accounts Payable and Accrued Expenses$12,235--
Total Liabilities$235,421$219,328▼ $16,093
Net Assets / Fund Balance
Unrestricted Net Assets$1,453,608$1,648,048▲ $194,440
Total Net Assets Fund Balance$1,453,608$1,648,048▲ $194,440
Total Liabilities and Net Assets / Fund Balance$1,689,029$1,867,376▲ $178,347

Asset Categories

AssetBook ValueDepreciationBasis
Land$685,071-$685,071
Buildings$427,852$146,310$574,162
Other Land Buildings$1,116$9,389$10,505
Other Securities$375,061--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles GaffneyImmediate Past President
Dan MurphyPresident
Steve RoyerVice President
Alex MartinezBoard Member
Bunny MayBoard Member
Daniel CaseBoard Member
David ReillyBoard Member
Douglas FarmerBoard Member
Kevin WatneBoard Member
Matt MccoyBoard Member
Robert CombsBoard Member
Vin Di BonaBoard Member
Father Eric Andrews CspNon-voting Board Member
Claire ZielloInn Keeper/non-voting Boar
Robert ThomasonSecretary
Richard LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,578
Program Service Revenue
$0
Investment Income
$79,084
Other Revenue
$152,033
All Other Contributions
$178,482
Change in Net Assets
$265,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,481
Salaries, Compensation, and Employee Benefits$70,992
Total Fundraising Expense$1,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$70,992-$70,992
Occupancy$28,550--$28,550
Interest$24,597--$24,597
Depreciation Depletion$21,855--$21,855
Information Technology-$2,518-$2,518
Fees for Services Accounting-$2,250-$2,250
Fees for Services Management-$1,625-$1,625
Office Expenses--$605$605
Other Expenses$14,912$226$355$226
Fees for Services Legal-$114-$114
All Other Expenses$-3,829--$-3,829
Total Functional Expenses$86,085$81,035$1,353$168,473
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$194,749
Fundraising Direct Expenses$42,716
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
St. Patricks Day 2014 Celebration----
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 11

A copy of the drafted form 990 was provided to the organization's administrator and treasurer for review and comment before final completion of the return.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
St James Inn
EIN
95-4573028
Phone
3104703808
Address
PO BOX 64494, LOS ANGELES, CA 90064-0494

Signing Officer

Name
Richard Lewis
Title
Treasurer
Phone
3104703808
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Lewis
Formed
1988
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Jennings Steine & Co
Address
12100 WILSHIRE BLVD 200, LOS ANGELES, CA 90025
Preparer
Pamela a Jennings CPA
Phone
3104784545
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IRS990/OtherExpensesGrp/FundraisingAmt0393
IRS990/OtherExpensesGrp/FundraisingAmt1355
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01710
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2226
IRS990/OtherExpensesGrp/ProgramServicesAmt014912
IRS990/OtherExpensesGrp/TotalAmt017015
IRS990/OtherExpensesGrp/TotalAmt11600
IRS990/OtherExpensesGrp/TotalAmt2355
IRS990/OtherExpensesGrp/TotalAmt3226
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt070992
IRS990/OtherSalariesAndWagesGrp/TotalAmt070992
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE LONG-TERM HOUSING AT NO COST TO FAMILIES OF PATIENTS UNDERGOING LONG-TERM TREATMENT AT LOCAL HOSPITALS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0736492
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02937
IRS990/PYOtherExpensesAmt056823
IRS990/PYOtherRevenueAmt076957
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0715571
IRS990/PYSalariesCompEmpBnftPaidAmt043992
IRS990/PYTotalExpensesAmt0100815
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0816386
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0265222
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0178482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0727252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt053680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01014728
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt079084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02937
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07105
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt099515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0218845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0136263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0142456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt086667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0103552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0687783
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt079084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02937
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05413
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt099515
IRS990ScheduleA/InvestmentIncomeCYPct00.05520
IRS990ScheduleA/InvestmentIncomePYPct00.01940
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94480
IRS990ScheduleA/PublicSupportPY509Pct00.98060
IRS990ScheduleA/PublicSupportTotal509Amt01702511
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0397327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0863515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0179316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0157232
IRS990ScheduleA/Total509Grp/TotalAmt01702511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0476411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0866452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0184292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0110534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0164337
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01802026
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0427852
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0146310
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0574162
IRS990ScheduleD/LandGrp/BookValueAmt0685071
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0685071
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01116
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09389
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010505
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt096472
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1375061
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN FUNDS - ENDOWMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VIRTUS PREMIUM FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01114039
IRS990ScheduleD/TotalBookValueSecuritiesAmt0471533
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ST. PATRICKS DAY 2014 CELEBRATION
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE DRAFTED FORM 990 WAS PROVIDED TO THE ORGANIZATION'S ADMINISTRATOR AND TREASURER FOR REVIEW AND COMMENT BEFORE FINAL COMPLETION OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
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/TotalAssetsBOYAmt01689029
IRS990/TotalAssetsEOYAmt01867376
IRS990/TotalAssetsGrp/BOYAmt01689029
IRS990/TotalAssetsGrp/EOYAmt01867376
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0202578
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01353
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081035
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt086085
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168473
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0235421
IRS990/TotalLiabilitiesEOYAmt0219328
IRS990/TotalLiabilitiesGrp/BOYAmt0235421

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$0.81$4.70$0.30$0.24$0.07
2023Summary only. Only limited summary data is available for this year.$5.46$0.84$4.62$0.26$0.22$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.86$4.56$0.38$0.26$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.89$4.47$0.23$0.21$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.91$1.93$0.12$0.21$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.92$2.01$0.29$0.23$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.93$1.94$0.33$0.22$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.95$1.83$0.27$0.24$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.96$1.80$0.24$0.15$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.22$1.73$0.27$0.16$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.22$1.65$0.43$0.17$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.24$1.45$0.82$0.10$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.13