St Francis School Foundation Inc

Nonprofit profile at a glance

EIN
770100496
IRS 990 coverage
2014–2025
Forms available
Form 990 2025, Form 990-T 2025
Location
Bakersfield, CA, USA
Phone
6613267955
Rating confidence
Limited

Reported finances

Revenue
$1,196,668
Expenses
$375,862
Assets
$3,701,943
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Jeremy Helper (President)
  • Dan Hoekstra (Vice President)

People named in this filing

  • Meggan Phillips (member at large)
  • Susie Aspeltia (member at large)
  • Tracey Barnes (member at large)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

During the current year, the foundation provided financial assistance to st. francis elementary school for tuition assistance as well as the purchase of a new PA system. The organiztion also purchased a new building for the benefit of the school. excess funds are being held to provide for additional school improvements and support.the foundation held one fundraising event, the annual golf tournament, of which the proceeds were used to help fund the financial assitance to the school.

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
Grant intermediary. The nonprofit sent 95% of its reported program spending out as grants.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 89
  • Accountability: 70
  • Sustainability: 91
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 92.5%; rating input score 92
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 18th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 78th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 68.6%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 9.85; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 88; 88th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 11.2% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 18.5% per year; rating input score 100; 80th percentile among comparable filings
  • Asset growth: 4.5% per year; rating input score 100; 33rd percentile among comparable filings

Details

  • Where the money goes: 92.5% of spending went to programs
  • Governance: 12 of 11 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $348K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 11 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 4 of 6 not reported.
  • Moderate — Transparency & Controls: Independent members within voting members did not reconcile in the filed values.