JSERRA CATHOLIC HIGH SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JSERRA CATHOLIC HIGH SCHOOL (EIN 33-0901351)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201301339349303065
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T11:05:46-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wertz & Company LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5450 Trabuco Road | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92620 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330901351 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Junipero Serra Catholic High School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JUNI | NameControl |
| Phone | 9494747368 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26351 Junipero Serra Rd | AddressLine1 |
| City | San Juan Capistrano | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICH MEYER | Name |
| Title | President | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Russ Wertz | Name |
| Phone | 9497565000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19638448 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | JSERRA.ORG | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ACADEMIC AND RELIGIOUS INSTRUCTIONS, ARTS, SPORTS AND SOCIAL ACTIVITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 145 | TotalNbrEmployees |
| Total Nbr Volunteers | 228 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1424781 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1463747 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16276147 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18063032 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1069 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 148541 | OtherRevenuePriorYear |
| Other Revenue Current Year | -5580 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17848400 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19521199 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6040554 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6610402 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6285729 | OtherExpensePriorYear |
| Other Expenses Current Year | 7265245 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12326283 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13875647 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5522117 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5645552 | RevenuesLessExpensesCY |
| Total Assets BOY | 73361992 | TotalAssetsBOY |
| Total Assets EOY | 80360375 | TotalAssetsEOY |
| Total Liabilities BOY | 18374832 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20306595 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 54987160 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 60053780 | NetAssetsOrFundBalancesEOY |
| Mission Description | ACADEMIC AND RELIGIOUS INSTRUCTIONS, ARTS, SPORTS AND SOCIAL ACTIVITIES | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7761007 | Expense |
| Description | ACADEMIC INSTRUCTION, PHYSICAL EDUCATION, ORGANIZED SPORTS, SOCIAL ACTIVITIES, RELIGIOUS INSTRUCTIONS AND ARTS PROVIDED TO STUDENTS WHOSE GRADE STATUS RANGED FROM NINTH TO TWELFTH. | Description |
| Total Program Service Expense | 7761007 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 112 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 145 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | false | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHELE RAMIREZ | NamePerson |
| Telephone Number | 9494939307 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26351 JUNIPERO SERRA DR | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DENNIS DAY | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW HESLIN | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| CAROL MANNING | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| MILES BRANDON | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD ZAK | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| KEITH STROHL | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| TERRI MORRIS | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| TONY LEMOS | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| FR STEVE SALLOT | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| STEVE MILNER | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| STEVE CAMERON | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| DAN WILLIAMS | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS PARR | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| TRACY KOZLOWSKI | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN TIBER | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| FR ROBERT SPITZER | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| JAMES HEINRICH MD | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| LISA MCMANUS | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| LINDA LINDHOLM | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT KAVANAUGH | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM GUERRY | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| DAVID BACINO | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| GORDON ROTH | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| RICK REYNOLDS | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| JACQUELINE DUPONT | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE HAGGARTY | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| RITA PATEL | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW MASSENGILL | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| LAURA KHOURI | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| AARON KHERIATY | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| PETER BASTONE | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN BALDRIDGE | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| W THOMAS CLEMENTS | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL CARROLL | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY R BUSCH | |||||||
| Chairman | 15.00 | X | 0 | 0 | 0 | X | |
| FRANK TALARICO | |||||||
| PRINCIPAL | 43.34 | 176827 | 0 | 0 | X | ||
| JAMES M HARTIGAN | |||||||
| FOOTBALL COACH | 43.34 | 195000 | 0 | 0 | X | ||
| JASON SULICK | |||||||
| DIR. OF ADMIN | 43.34 | 141925 | 0 | 0 | X | ||
| ERIC STROUPE | |||||||
| VP CURRICULUM | 43.34 | 132255 | 0 | 0 | X | ||
| MICHELE RAMIREZ | |||||||
| CFO | 43.34 | 123600 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 769607 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1463747 | AllOtherContributions |
| Total Contributions | 1463747 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION AND FEES | 13745676 | 13745676 |
| ATHLETICS | 2724903 | 2724903 |
| ACADEMIC ACTIVITIES | 1592453 | 1592453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18063032 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22596 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22596 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22596 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22596 | RelatedOrExemptFunctionIncome |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 89073 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 117249 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -28176 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19521199 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18085628 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6062240 | Total |
| Program Services | 3452804 | ProgramServices |
| Management And General | 2609436 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548162 | Total |
| Management And General | 548162 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16085 | Total |
| Management And General | 16085 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38580 | Total |
| Management And General | 38580 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518632 | Total |
| Management And General | 518632 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149956 | Total |
| Management And General | 149956 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371265 | Total |
| Management And General | 371265 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575952 | Total |
| Management And General | 575952 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| BAD DEBT EXPENSE | 443281 | 443281 | |
| STUDENT ACTIVITIES | 470068 | 470068 | |
| ACADEMIC ACTIVITIES | 586533 | 586533 | |
| ATHLETIC EXPENSE | 2769718 | 2769718 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1325175 | Total |
| Program Services | 481884 | ProgramServices |
| Management And General | 843291 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13875647 | Total |
| Program Services | 7761007 | ProgramServices |
| Management And General | 6114640 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3477581 | BOY |
| EOY | 4158382 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1031293 | BOY |
| EOY | 640753 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8714485 | BOY |
| EOY | 9803692 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84689 | BOY |
| EOY | 78690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4692608 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3709614 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1107888 | BOY |
| EOY | 982994 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58946056 | BOY |
| EOY | 64695864 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73361992 | BOY |
| EOY | 80360375 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1531457 | BOY |
| EOY | 1612590 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12599319 | BOY |
| EOY | 14524525 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1601000 | BOY |
| EOY | 1540000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2643056 | BOY |
| EOY | 2629480 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18374832 | BOY |
| EOY | 20306595 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53839190 | BOY |
| EOY | 59340277 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1147970 | BOY |
| EOY | 713503 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54987160 | BOY |
| EOY | 60053780 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73361992 | BOY |
| EOY | 80360375 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5645552 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -578932 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 593129 | OtherCostOrOtherBasis |
| Depreciation | 433872 | Depreciation |
| Book Value | 159257 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2444300 | OtherCostOrOtherBasis |
| Depreciation | 1897609 | Depreciation |
| Book Value | 546691 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1655179 | OtherCostOrOtherBasis |
| Depreciation | 1378133 | Depreciation |
| Book Value | 277046 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 982994 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| NOTES RECEIVABLE | 132865 |
| EMPLOYEE ADVANCES | 3062 |
| DUE FROM PSERRA | 11455163 |
| DEPOSIT | 12701 |
| CONSTRUCTION IN PROGRESS | 26041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 64695864 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TENANT DEPOSITS | $500 |
| OTHER MISC. PAYABLES | $124,196 |
| DUE TO PUEBLO SERRA | $2,504,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2629480 | TotalOfAmounts |
| Total Revenue | 19521199 | TotalRevenue |
| Total Expenses | 13875647 | TotalExpenses |
| Excess Or Deficit For Year | 5645552 | ExcessOrDeficitForYear |
| Other | -$578,625 | OtherAmount |
| Total Adjustments | -578625 | TotalAdjustments |
| Excess Or Deficit Per FS | 5066927 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19638448 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 19638448 | RevenueSubtotal |
| Other Revenues Not Included | -117249 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -117249 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19521199 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14571521 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 695874 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 695874 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13875647 | ExpensesSubtotal |
| Total Expenses Per Form990 | 13875647 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | DIRECT FUNDRAISING EXPENSE $117249 BOOK DEPR. IN EXCESS OF TAX DEPR. $578625 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | BOOK DEPRECIATION IN EXCESS OF TAX DEPR. $ -578625 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | POLICY WAS PUBLISHED IN THE CAPISTRANO VALLEY NEWS (NEWSPAPER) | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION/GALA FUNDRAISER | NameOfEvent1 |
| Gross Receipts Event1 | 89073 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 89073 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 117249 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 89073 | GrossReceiptsTotal |
| Gross Revenue Total Events | 89073 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 117249 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 117249 | DirectExpenseSummaryEvents |
| Net Income Summary | -28176 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|
| JAMES M HARTIGAN | |
| 195000 | 195000 |
| FRANK TALARICO | |
| 176827 | 176827 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION C, Line 19 | JUNIPERO SERRA CATHOLIC HIGH SCHOOL MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THE REQUEST OF THE RESPECTED PARTY. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | No documents available to the public. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 11: Form 990 Review Process | FORM 990 WAS REVIEWED BY BOARD OF DIRECTORS BEFORE BEING FILED. | Form 990, Part VI, Line 11 |