THE SAN JOSE CATHOLIC ACCOUNT FOR PARISHES AND SCHOOLS INC Charity Report

Tax-exempt status may be revoked

THE SAN JOSE CATHOLIC ACCOUNT FOR PARISHES AND SCHOOLS INC

EIN 84-2084060 · Roman Catholic (X22)

What they do

THE SPECIFIC PURPOSE of THE CORPORATION is to OPERATE EXCLUSIVELY IN SUPPORT of PARISHES, ELEMENTARY SCHOOLS and SECONDARY SCHOOLS of THE DIOCESE of SAN JOSE and THE ROMAN CATHOLIC BOSHOP of SAN JOSE, A CORPORATION SOLE, BY PROVIDING THEM WITH FINANCIAL and INTERMEDIARY SERVICES INCLUDING RECEIPT and DEPOSITS of FUNDS; MAINTENANCE of SUBACCOUNTS for EACH ENTITY, FACILITATING LOANS FROM THE GENERAL FUND ACCOUNT; and FINANCIAL MANAGEMENT of THE GENERAL FUND ACCOUNT.

Before you give

Should I give to this charity?

Easy charity check

Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders6 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

82.76%of revenue went to mission work99.9% of expenses · Program services

$82.84spent for every $100 of revenueRevenue covered expenses this year.

0.08%of revenue went to management and office costs0.1% of expenses

$27.16in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,851,495

Mission workProgram services$4,842,98882.76% of revenue99.9% of expenses

ManagementOffice and general costs$4,4500.08% of revenue0.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$1,004,05717.16% of revenueShown in gray on the chart

Total expenses$4,847,43882.84% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 99.9% mission · 0.1% management · 0.0% fundraisingTotal expenses: 82.84% of revenue

2023Expense mix: 99.7% mission · 0.3% management · 0.0% fundraisingTotal expenses: 102.66% of revenue

2022Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 42.63% of revenue

Money in and money out

Revenue$5,851,495

Expenses$4,847,438

Annual surplus $1,004,057 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$4,842,988 · 99.9% of expenses

Management and office costs$4,450 · 0.1% of expenses

See all reported dollar amounts

Revenue$5,851,495

Expenses$4,847,438

Assets$131,654,171

Income$5,851,495

Mission work (program services)$4,842,988

Management and general$4,450

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (6)

ARTHUR CARMICHAELBOARD MEMBER

DEACON ERIC SIMONTISCFO

FATHER ANDRES LIGOTBOARD MEMBER

MICHAEL EGBUJORBOARD MEMBER

RICHARD RAMKOBOARD MEMBER

ROGER BISCAYBOARD MEMBER

About this charity

Recognized since: January 2025
Location: 1150 N 1ST ST, SAN JOSE, CA 95112-4965
County: Santa Clara
In care of: % BRIAN MOONEY
Primary officer: DEACON ERIC SIMONTIS, CFO

How to reach them

Phone(209) 585-5143

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: WAHL WILLEMSE & WILSON LLP CPAS
NTEE classification: Roman Catholic (X22)
IRS tax category: Roman Catholic
Revocation date: November 15, 2022