SACRED HEART NATIVITY SCHOOL Charity Report

Public IRS 990 nonprofit record

SACRED HEART NATIVITY SCHOOL

EIN 95-2206754 · Education (B240)

What they do

to PREPARE STUDENTS for SUCCESS IN HIGH SCHOOL and THEREAFTER BY PROVIDING LOW-COST EDUCATION to PRE-HIGH SCHOOL AGES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $65.00 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 2017The report may be old. Ask for a newer one.

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

They name their leaders18 people are listed in the latest report.

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

Money made simple

74.55%of revenue went to mission work65.0% of expenses · Program services

15.50%of revenue went to fundraising13.5% of expenses

$114.74spent for every $100 of revenueSpending was higher than revenue this year.

24.70%of revenue went to management and office costs21.5% of expenses

$2.84in assets for every $1 spent this yearSome assets cannot be spent right away.

82.7%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 $288,009 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $132,008 for LORRAINE SHEPHERD (PRINCIPAL). 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 2017

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$1,953,426

Mission workProgram services$1,456,18574.55% of revenue65.0% of expenses

ManagementOffice and general costs$482,54024.70% of revenue21.5% of expenses

FundraisingAsking for donations$302,71015.50% of revenue13.5% of expenses

Total expenses$2,241,435114.74% 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?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

201765.0% mission

201668.5% mission

Money in and money out

Revenue$1,953,426

Expenses$2,241,435

Annual shortfall $288,009 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)$1,456,185 · 65.0% of expenses

Management and office costs$482,540 · 21.5% of expenses

Fundraising$302,710 · 13.5% of expenses

See all reported dollar amounts

Revenue$1,953,426

Expenses$2,241,435

Assets$6,356,733

Contributions$1,616,258

Mission work (program services)$1,456,185

Fundraising$302,710

Management and general$482,540

Stocks and bonds$5,447,995

Accounting fees$30,979

Investing fees$32,035

People

Leadership and board

Tax year 2017

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

People reported as paid

Person and titleCompensation

LORRAINE SHEPHERDPRINCIPAL · 40 hrs/week $132,008Base $118,082 · Other $13,926

MARJORIE BENNETTFACULTY · 40 hrs/week $120,007Base $105,383 · Other $14,624

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 (18)

LORRAINE SHEPHERDPRINCIPAL

MARJORIE BENNETTFACULTY

JOSEPH RAMIREZTREASURER

TOM SCHOTTDIRECTOR

RICK GIORGETTIDIRECTOR

MURPHY SABATINO IIIDIRECTOR

MARI ALBADIRECTOR

KEITH MATASCIDIRECTOR

KATIE BURKEBOARD CHAIR

CATHY VIVIAN TO 12018FINANCE CHAIR

JOSEF CASTANEDA-LILESDIRECTOR

JENNY ELENA ROMANODIRECTOR

GUILLERMO DIAZ JRDIRECTOR

FR WALTER SUAREZDIRECTOR

FR MARIO PRIETTODIRECTOR

DAVID MORADIRECTOR

CHRIS MEYERCORDDIRECTOR

BETH HOBBSDIRECTOR

About this charity

Recognized since: January 1946
Location: 310 EDWARDS AVE, SAN JOSE, CA 95110-3005
County: Santa Clara
In care of: % REV PETER PABST
Primary officer: RUBEN SOLORIO, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(408) 993-1293

Filing and classification

Latest tax year: 2017
Tax period began: July 1, 2017
Return type: 990
Tax preparer: ARMANINO LLP
NTEE classification: Education (B240)