FURP.ORG / PUBLIC DATA EXPLORER

JSERRA CATHOLIC HIGH SCHOOL: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JSERRA CATHOLIC HIGH SCHOOL (EIN 33-0901351)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-10
IRS object ID
201601319349301625
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-10T10:03:24-07:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RJI International CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118012 Sky Park Circle Suite 200AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926146671ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330901351EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Junipero Serra Catholic High SchoolBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUNIBusinessNameControlTxt
Phone9494747368PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line126351 Junipero Serra RoadAddressLine1Txt
CitySan Juan CapistranoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92675ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonElizabeth GuildPersonNm
Person TitleCFOPersonTitleTxt
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSandra N Iocona CPA MSTPreparerPersonNm
PTINP00848469PTIN
Phone9498521600PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$23,223,980GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.jserra.orgWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation2000FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionThe Organization is an independent Roman Catholic high school that encourages students to pursue personal and professional excellence in life. Guided by the teachings of the Catholic Church, we work in partnership with committed parents and inspirational teachers to form the faith, intellect, and character of our young men and women within a Christ-centered, sacrament-based learning environment.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee193TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$698,812PYContributionsGrantsAmt
CY Contributions Grants$481,865CYContributionsGrantsAmt
PY Program Service Revenue$20,289,207PYProgramServiceRevenueAmt
CY Program Service Revenue$21,693,353CYProgramServiceRevenueAmt
CY Investment Income$2,465CYInvestmentIncomeAmt
PY Other Revenue$468,650PYOtherRevenueAmt
CY Other Revenue$774,849CYOtherRevenueAmt
PY Total Revenue$21,456,669PYTotalRevenueAmt
CY Total Revenue$22,952,532CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,839,527PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,296,111CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,186,651PYOtherExpensesAmt
CY Other Expenses$6,945,852CYOtherExpensesAmt
PY Total Expenses$16,026,178PYTotalExpensesAmt
CY Total Expenses$16,241,963CYTotalExpensesAmt
PY Revenues Less Expenses$5,430,491PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,710,569CYRevenuesLessExpensesAmt
Total Assets BOY$86,426,729TotalAssetsBOYAmt
Total Assets EOY$95,666,049TotalAssetsEOYAmt
Total Liabilities BOY$17,022,046TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,008,718TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,404,683NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,657,331NetAssetsOrFundBalancesEOYAmt
MissionThe Organization is an independent Roman Catholic high school that encourages students to pursue personal and professional excellence in life. Guided by the teachings of the Catholic Church, we work in partnership with committed parents and inspirational teachers to form the faith, intellect, and character of our young men and women within a Christ-centered, sacrament-based learning environment.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$9,053,342ExpenseAmt
DescThe program service accomplishments are academic instruction, physical education, organized sports, social activities, religious instruction and arts provided to students whose grade status ranged from ninth to twelfth.Desc
Total Program Service Expenses$9,053,342TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document163IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee193EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyfalseMinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLisa GuildPersonNm
Phone9494939307PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line126351 Junipero Serra DrAddressLine1Txt
CitySan Juan CapistranoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92675ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JC Abusaid
Director1.000.00Yes (X)$0$0$0
Timothy R Busch
Director15.000.00Yes (X)$0$0$0Yes (X)
Michael Carroll
Director1.000.00Yes (X)$0$0$0
Laura Khouri
Director1.000.00Yes (X)$0$0$0
W Thomas Clements
Director1.000.00Yes (X)$0$0$0
Kevin Baldridge
Director1.000.00Yes (X)$0$0$0
Hector Barreto
Director1.000.00Yes (X)$0$0$0
Matthew Massengill
Director1.000.00Yes (X)$0$0$0
Rita Patel
Director1.000.00Yes (X)$0$0$0
Larry Burke
Director1.000.00Yes (X)$0$0$0
Lia Iacocca-Assad
Director1.000.00Yes (X)$0$0$0
Ramina Kharileh
Director1.000.00Yes (X)$0$0$0
Kimberly Moran
Director1.000.00Yes (X)$0$0$0
John Rydell
Director1.000.00Yes (X)$0$0$0
Douglas Stephen
Director1.000.00Yes (X)$0$0$0
James Heinrich MD
Director1.000.00Yes (X)$0$0$0
Fr Robert Spitzer
Director1.000.00Yes (X)$0$0$0
Kevin Tiber
Director1.000.00Yes (X)$0$0$0
Steve Cameron
Director1.000.00Yes (X)$0$0$0
Tery Morris
Director1.000.00Yes (X)$0$0$0
Anthony Trimino
Director1.000.00Yes (X)$0$0$0
Miles Brandon
Director1.000.00Yes (X)$0$0$0
Angie Trudell
Director1.000.00Yes (X)$0$0$0
Elizabeth Guild
CFO43.330.00$136,750$0$0Yes (X)
Richard Meyer
Headmaster43.330.00$300,712$0$0Yes (X)
Sergio Muniz
Asst. Ath.Director43.330.00$144,432$0$0Yes (X)
Betty Cappelletti
PreMed Prog Dir.43.330.00$118,985$0$0Yes (X)
Jan Kilduff
Engineering Dir.43.330.00$118,121$0$0Yes (X)
James Hartigan
Athletic Director43.330.00$292,254$0$0Yes (X)
Eric Stroupe
Head of Admin.43.330.00$162,668$0$0Yes (X)
Peggy Larson
40.000.00$131,800$0$0Yes (X)
Jason Sulick
40.000.00$110,719$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,516,441TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$481,865AllOtherContributionsAmt
Total Contributions$481,865TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Academic Activities$922,134$922,134
Athletics$2,317,329$2,317,329
Miscellaneous Income$28,195$28,195
Tuition and Fees$18,425,695$18,425,695
FieldValueIRS element (for citing)
Total Program Service Revenue$21,693,353TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$388,750RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$388,750RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$388,750TotalRevenueColumnAmt
Related Or Exempt Func Income$388,750RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,465SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,465SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,465TotalRevenueColumnAmt
Related Or Exempt Func Income$2,465RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$657,547FundraisingGrossIncomeAmt
Fundraising Direct Expenses$271,448FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$386,099TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,952,532TotalRevenueColumnAmt
Related Or Exempt Func Income$22,084,568RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$437,462TotalAmt
Management And General$437,462ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,076,476TotalAmt
Program Services$4,959,526ProgramServicesAmt
Management And General$3,116,950ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$782,173TotalAmt
Management And General$782,173ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$145,625TotalAmt
Management And General$145,625ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,616TotalAmt
Management And General$45,616ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$48,012TotalAmt
Management And General$48,012ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$45,153TotalAmt
Management And General$45,153ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,501TotalAmt
Management And General$10,501ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$36,340TotalAmt
Management And General$36,340ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$348,090TotalAmt
Management And General$348,090ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$643,844TotalAmt
Management And General$643,844ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Athletic Expense$2,648,352$2,648,352
Student Activities$864,583$864,583
Academic Activities$580,881$580,881
Consulting$404,820$404,820

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,124,035TotalAmt
Management And General$1,124,035ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,241,963TotalAmt
Program Services$9,053,342ProgramServicesAmt
Management And General$7,188,621ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,850,287BOYAmt
EOY$4,826,255EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$133,078BOYAmt
EOY$111,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,526,077BOYAmt
EOY$9,294,537EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$241,001BOYAmt
EOY$160,480EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,663,644LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,810,791LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,007,650BOYAmt
EOY$852,853EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$72,668,636BOYAmt
EOY$80,420,924EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$86,426,729BOYAmt
EOY$95,666,049EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,496,292BOYAmt
EOY$1,749,761EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$14,695,244BOYAmt
EOY$17,783,181EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$290,000BOYAmt
EOY$50,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$540,510BOYAmt
EOY$425,776EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,022,046BOYAmt
EOY$20,008,718EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,934,853BOYAmt
EOY$74,938,339EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$469,830BOYAmt
EOY$718,992EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,404,683BOYAmt
EOY$75,657,331EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,426,729BOYAmt
EOY$95,666,049EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,710,569ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$457,921OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$891,621OtherCostOrOtherBasisAmt
Depreciation$564,487DepreciationAmt
Book Value$327,134BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,798,784OtherCostOrOtherBasisAmt
Depreciation$2,432,060DepreciationAmt
Book Value$366,724BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,973,239OtherCostOrOtherBasisAmt
Depreciation$1,814,244DepreciationAmt
Book Value$158,995BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$852,853TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
Consturction In Progress$170,920
Deposit$6,784
Due from PSERRA$28,736,485
Employee Advance$1,326
Invest- Pueblo Serra Worship Holdings$51,505,409
Investment - Wedbush
Notes Receivable
FieldValueIRS element (for citing)
Total Book Value Other Assets$80,420,924TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Due to Pueblo Serrra$290,522
Other Misc. Payables$135,252
Rounding$2
FieldValueIRS element (for citing)
Total Liability$425,776TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$23,223,981TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$23,223,981RevenueSubtotalAmt
Other Revenues Not Included-$271,449OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$271,449RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$22,952,532TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,971,333TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$729,370OtherExpensesIncludedAmt
Expenses Not Reported$729,370ExpensesNotReportedAmt
Expenses Subtotal$16,241,963ExpensesSubtotalAmt
Total Expenses Per Form990$16,241,963TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart XII, Line 2d: Other expenses and losses per audited F/SFormAndLineReferenceDesc
ExplanationBook Depr. in Excess of Tax Depr. $457921 Direct Fundraising Expense $271449ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedPOLICY WAS PUBLISHED IN THE CAPISTRANO VALLEY NEWS (NEWSPAPER)
Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
Schedule E, Line 5 - Explanation of Organization Discrimination by Race

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AUCTION/GALAEvent1Nm
Gross Receipts Event1$657,547GrossReceiptsEvent1Amt
Gross Revenue Event1$657,547GrossRevenueEvent1Amt
Other Direct Expenses Event1$271,448OtherDirectExpensesEvent1Amt
Gross Receipts Total$657,547GrossReceiptsTotalAmt
Gross Revenue Total Events$657,547GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$271,448OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$271,448DirectExpenseSummaryEventsAmt
Net Income Summary$386,099NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Eric Stroupe
Head of Admin.$162,668$162,668
James Hartigan
Athletic Director$292,254$292,254
Jason Sulick
$110,719$110,719
Peggy Larson
$131,800$131,800
Richard Meyer
Headmaster$300,712$300,712

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessNo review was or will be conducted.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableNo documents available to the public.
Other Changes In Net Assets Or Fund Balances - Other DecreasesBook Depre. in excess of tax basis = -$457921

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Pueblo Serra Worship HoldingsBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line126351 Junipero Serra RoadAddressLine1Txt
CitySan Juan CapistranoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92675ZIPCd
FieldValueIRS element (for citing)
EIN320025562EIN
Primary ActivitiesSupporting OrganizationPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section509(a)(3)ExemptCodeSectionTxt
Public Charity Status501(c)(3)PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Junipero Serra Catholic High SchoolBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd