ST MARYS OF MEDFORD INC Charity Report

Public IRS 990 nonprofit record

ST MARYS OF MEDFORD INC

EIN 93-0514209 · Education (B)

What they do

to PROVIDE A COMMUNITY IN WHICH INTELLECTUAL CURIOSITY and ACADEMIC EXCELLENCE COMBINE WITH CATHOLIC and DEMOCRATIC VALUES to INSPIRE and PREPARE RESPONSIBLE LOCAL, NATIONAL, and GLOBAL CITIZENS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

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 checkNo IRS revocation warning appears in this data.

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 leaders22 people are listed in the latest report.

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

Money made simple

87.07%of revenue went to mission work82.8% of expenses · Program services

2.89%of revenue went to fundraising2.8% of expenses

$105.16spent for every $100 of revenueSpending was higher than revenue this year.

15.20%of revenue went to management and office costs14.5% of expenses

$2.43in assets for every $1 spent this yearSome assets cannot be spent right away.

9.1%of its money came from giftsOther money may come from services or investments.

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.

Worth asking: Expenses exceeded revenue by $663,914 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $250,720 for FRANK J PHILLIPS RETIRED 2022 (FORMER PRESIDENT OF SCHOOL). Compare pay with organizations of similar size and complexity.

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$12,874,980

Mission workProgram services$11,210,11587.07% of revenue82.8% of expenses

ManagementOffice and general costs$1,956,40415.20% of revenue14.5% of expenses

FundraisingAsking for donations$372,3752.89% of revenue2.8% of expenses

Total expenses$13,538,894105.16% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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: 82.8% mission · 14.5% management · 2.8% fundraisingTotal expenses: 105.16% of revenue

2023Expense mix: 80.6% mission · 16.4% management · 2.9% fundraisingTotal expenses: 99.43% of revenue

2022Expense mix: 78.2% mission · 18.8% management · 3.0% fundraisingTotal expenses: 99.81% of revenue

2021Expense mix: 74.7% mission · 21.7% management · 3.6% fundraisingTotal expenses: 88.09% of revenue

2020Expense mix: 68.7% mission · 28.0% management · 3.2% fundraisingTotal expenses: 93.74% of revenue

2019Expense mix: 69.2% mission · 28.2% management · 2.7% fundraisingTotal expenses: 100.78% of revenue

2018Expense mix: 71.4% mission · 25.6% management · 2.9% fundraisingTotal expenses: 102.72% of revenue

2017Expense mix: 76.7% mission · 20.4% management · 3.0% fundraisingTotal expenses: 81.19% of revenue

Money in and money out

Revenue$12,874,980

Expenses$13,538,894

Annual shortfall $663,914 Expenses were higher than revenue 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)$11,210,115 · 82.8% of expenses

Management and office costs$1,956,404 · 14.5% of expenses

Fundraising$372,375 · 2.8% of expenses

See all reported dollar amounts

Revenue$12,874,980

Expenses$13,538,894

Assets$32,898,691

Income$12,895,697

Contributions$1,167,191

Mission work (program services)$11,210,115

Fundraising$372,375

Management and general$1,956,404

Stocks and bonds$1,215,526

Investing fees$7,607

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

FRANK J PHILLIPS RETIRED 2022FORMER PRESIDENT OF SCHOOL $250,720

RYAN BERNARDPRESIDENT OF SCHOOL · 40 hrs/week $153,600

ANDREA SAXONCHIEF FINANCIAL OFFICER · 40 hrs/week $139,037

BETHANY BROWNDIRECTOR OF ADVANCEMENT · 40 hrs/week $116,764

CHRIS JOHNSONCOO, VICE PRINCIPAL MIDDLE · 40 hrs/week $113,189

JAMES MEYERPRINCIPAL · 40 hrs/week $111,144

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

FRANK J PHILLIPS RETIRED 2022FORMER PRESIDENT OF SCHOOL

RYAN BERNARDPRESIDENT OF SCHOOL

ANDREA SAXONCHIEF FINANCIAL OFFICER

BETHANY BROWNDIRECTOR OF ADVANCEMENT

CHRIS JOHNSONCOO, VICE PRINCIPAL MIDDLE

JAMES MEYERPRINCIPAL

TRACY MCGOVERNBOARD CHAIR

ADAM PETERSONTRUSTEE

TINA MILLERTRUSTEE

TANNY FLOWERSTRUSTEE

STEVEN BOSWELLTRUSTEE

SCOTT KINGTRUSTEE

REV KEN SAMPSONTRUSTEE

JUDY GAMBEETRUSTEE

JERESA HRENTRUSTEE

JENS HEYCKETREASURER

DR PETER GRANTTRUSTEE

DR NATASHA CHMELIRSECRETARY

DR MIREK BOBEKTRUSTEE

CHUCK WATSONTRUSTEE

CHRISTIAN ISTELTRUSTEE

AMY KRANENBURGTRUSTEE

About this charity

Recognized since: January 1974
Location: 816 BLACK OAK DR, MEDFORD, OR 97504-8504
County: Jackson
In care of: RYAN BERNARD
Primary officer: RYAN BERNARD, SCHOOL PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailadmissions@smschool.us Phone(541) 773-7877

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CAPSTONE ACCOUNTING
NTEE classification: Education (B)
IRS tax category: Education