BEducationEIN: 330643364· Ruling Year: 1946

Saint Joseph Academy

San Marcos, California

BHealth Score
59B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.48×
Peer Median20.77×
💰
$3.0M
Total Revenue
📊
$3.4M
Total Expenses
🏦
$1.6M
Net Assets
📋
$3.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-15.6%
Year-over-year change (2022 → 2023)
Net Margin
-10.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.48
Net assets divided by total expenses
Liabilities-to-Assets
68.0%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$3,048,63616%$3,379,2993%$5,062,9278%
2022$3,611,63436%$3,287,38724%$5,497,7812%
2021$2,646,94820%$2,658,07127%$5,405,0823%
2020$2,204,49611%$2,091,85611%$5,550,3066%
2019$1,985,0558%$1,885,76011%$5,226,654
2018$2,156,589$2,113,2927%$5,240,4871%
2017$2,156,07913%$2,271,90713%$5,285,9024%
2016$2,491,56431%$2,602,35013%$5,486,0966%
2015$1,897,4397%$2,304,6023%$5,822,0487%
2014$2,051,231100%$2,236,432133%$6,235,8776%
2013$1,024,37932%$961,58648%$6,652,74610%
2012$1,495,4862%$1,834,40516%$7,404,1975%
2011$1,522,4528%$1,583,0903%$7,045,9342%
2010$1,654,536$1,531,091$7,196,840

Frequently Asked Questions

What does Saint Joseph Academy do?

Saint Joseph Academy is a education nonprofit organization based in California. It is classified under NTEE code B20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Saint Joseph Academy financially healthy?

Based on our 9-metric Financial Health Score model, Saint Joseph Academy has a score of 59/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Saint Joseph Academy generate?

Saint Joseph Academy reports $3.8M in annual revenue and holds $5.1M in total assets, based on IRS filings.

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