St Francis School Foundation Inc

EIN: 770100496 501(c)(3)

Bakersfield, CA

Total Revenue
$549,137
Total Expenses
$78,659
Total Assets
$2,882,218
Net Assets
$2,882,218
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
CA
Principal Officer
Matt Billings
Phone
6613267955
Tax Period
2024-01-01 to 2024-12-31

St Francis School Foundation Inc, founded in 1986, is a small nonprofit that reported $549K in total revenue in fiscal year 2024. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $470K, a strong 86% operating margin.

Mission

the foundation was formed to raise money for the financial support of st. francis elementary school. the revenue from special events/fundraisers and earnings on investments are used to provide financial support to st. francis elementary school.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $51,387
Program Service Revenue $0
Investment Income $494,657
Other Revenue $3,093
TOTAL REVENUE $549,137

Expense Breakdown

Grants Paid $56,017
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $69,040
Other Expenses $22,642
TOTAL EXPENSES $78,659

Year-over-Year Comparison

2024 2023 Change
Revenue $549,137 $246,823 +1.2%
Expenses $78,659 $274,997 -0.7%
Net Income $470,478 $-28,174 -17.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Meggan Phillips member at large 0.50
Director
$0 $0 $0
Susie Aspeltia member at large 0.50
Director
$0 $0 $0
Tracey Barnes member at large 0.50
Director
$0 $0 $0
Don Lucas member at large 0.50
Director
$0 $0 $0
Cindy Meeks member at large 1.00
Director
$0 $0 $0
Jeremy Helper member at large 1.50
Director
$0 $0 $0
Randy Giumarra member at large 0.50
Director
$0 $0 $0
Matt Billings President 0.50
Officer
$0 $0 $0
Gina Wegis Secretary 0.50
Officer
$0 $0 $0
Camerin Kreizenbeck Treasurer 1.50
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $549,137 $78,659 $2,882,218 $470,478
2023 $246,823 $274,997 $2,412,615 $-28,174
2022 $32,188 $186,598 $2,442,054 $-154,410
2021 $-131,576 $65,636 $2,596,464 $-197,212
2020 $836,563 $25,881 $2,798,458 $810,682
2019 $150,358 $114,965 $1,993,576 $35,393
2018 $83,292 $155,637 $2,184,876 $-72,345
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