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St Mary's High School Foundation

Tax-deductible

Stockton, CA501(c)(3)Since 1982Foundations & Grantmakers EIN 68-0036852Revenue $665K in FY2020

On file with the IRSPo Box 7247 · Stockton, CATax-exempt since Oct 2024Private operating foundation

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The foundation's purpose is to advance the educational goals of St. Mary's High School through:(1) support of short-term educational program, facility and equipment needs by the advisory board, administration and staff of the School; and,(2) the development of an endowment fund to address the school's long-range fiscal needs.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2020
latest Form 990
Concern: the latest return is for FY2020, 6 tax years back; more than 4 tax years.
IRS e-file · Filing history
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Plus $4.4M in investments, Pt X · Ln 11–13
Fine: 0.7 months of spending in cash, plus $4.4M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $50K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Audited financial statements
No
not audited
Fine: the financial statements were not audited.
Pt XII · Ln 2b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$665K
Spent
$223K
To programs
81%
Net assets
$4.4M

From the FY2020 Form 990 (year ending November 2020) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Exemption reinstated (2024-04-15). Per the IRS revocation list. Latest filing on record: FY2020. IRS ruling in Oct 2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $181K Management & general 19% · $42K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
George Gibson
Secretary
$0Pt VII · Sec A
Kathleen Janssen
President/CEO
$0Pt VII · Sec A
Peter Morelli
Treasurer/CFO
$0Pt VII · Sec A
See St Mary's High School Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

St Mary's High School Foundation is a private foundation based in Stockton, CA, formed in 1982.

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Provided by the organization

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1 program · $181K · in their own filed words · FY2019
01

The foundation's purpose is to advance the educational goals of ST. Mary's high school THROUGH:(1) support of short-term educational program, facility and equipment needs by the advisory board, administration and staff of the school; AND,(2) the development of an endowment fund to address the school's long-range fiscal needs.

$181Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Rosi Cerri Foundation INCFY2024$25K
Donor Advised Charitable Giving INCFY2024$25K
Total grants receivedfrom 2 funders$50K
Grants paid · 1 grant · $181K · 2019–2019
St Mary's High SchoolFY2019$180,781

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$665K
Ln 12
Gifts and grantsLn 1h$682K
Investment incomeLn 3$78K
Money outPt IX
$223K
Ln 25
Programscol B$181K
Managementcol C$42K
Owns and owesPt X
$4.4M
net assets · Ln 32
Cash and savingsLn 1–2$12K
Total assetsLn 16$4.4M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$682K
Investment incomeLn 3$78K
Gains on assetsLn 7−$95K
Total revenueLn 12$665K
Assets in detailPt X, end of year
SavingsLn 2$12K
Cash and savings togetherLn 1–2$12K
InvestmentsLn 11–13$4.4M
Other assetsLn 15$8K
Total assetsLn 16$4.4M
LiabilitiesLn 26$0
Net assetsLn 32$4.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderNovember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$27K$12K
InvestmentsLn 11–13$3.5M$4.4M
Total assetsLn 16$3.5M$4.4M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.5M$4.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$181K$181K
Other expenses (24a–d)Ln 24$42K$42K
Total functional expensesLn 25$223K$181K$42K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2020 Latest Viewing $665K$223K$442K$4.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (7 parts)
Part I · Summary $664,861 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $443,576$682,288
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $135,245−$17,427
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $578,821$664,861
I-13 Grants and similar amounts paidPrior year $184,471$180,781
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $45,436$42,043
I-18 Total expensesPrior year $229,907$222,824
I-19 Revenue less expensesPrior year $348,914$442,037
Part VI · Governance 2 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $664,861 across 5 lines filed
VIII-1f All other contributions, gifts and grants$682,288
VIII-1h Total contributions, gifts and grants$682,288
VIII-3 Investment incomeExcluded from tax $77,923$77,923
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$95,350−$95,350
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$17,427$664,861
Part IX · Statement of functional expenses $222,824 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $180,781$180,781
IX-24 Other expenses (24a–d)Management $42,043$42,043
IX-25 Total functional expensesPrograms $180,781 · Management $42,043 · Fundraising $0$222,824
Part X · Balance sheet $4,383,151 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $26,559$12,118
X-11 Publicly traded securitiesStart of year $3,503,493$4,362,633
X-15 Other assetsStart of year $8,400$8,400
X-16 Total assetsStart of year $3,538,452$4,383,151
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $3,538,452$4,383,151
X-33 Total liabilities and net assetsStart of year $3,538,452$4,383,151
Part XI · Reconciliation of net assets $4,383,151 net assets at year end
XI-1 Total revenue$664,861
XI-2 Total expenses$222,824
XI-3 Revenue less expenses$442,037
XI-4 Net assets at start of year$3,538,452
XI-5 Net unrealized gains (losses) on investments$402,662
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,383,151
Part XII · Financial statements and reporting Audited: No
XII-2b Financial statements audited by an independent accountantNo

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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