Civic Intelligence

Sherman Thomas Charter Schools

990 • Fiscal year 2014 • EIN 01-0589965

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization ProfileN/A
101 W Adell StMadera, CA 93638

(559) 674-8922

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.24x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

45th percentile

0.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

41st percentile

0.1%

Higher net margin than 41% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

70th percentile

$100,400

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$710,076

Up $21,715 (+3.2%) from 2013

Net Assets

Up

$542,405

Up $2,090 (+0.4%) from 2013

Liabilities

Up

$167,671

Up $19,625 (+13%) from 2013

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin41st percentile

Revenue

Up

$2,000,811

Up $187,136 (+10%) from 2013

Expenses

Up

$1,998,721

Up $235,405 (+13%) from 2013

Net Income

Down

$2,090

Down $48,269 (-96%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $874,518Liabilities 2011: $405,092Net Assets 2011: $469,4262011Assets 2012: $779,636Liabilities 2012: $289,680Net Assets 2012: $489,9562012Assets 2013: $688,361Liabilities 2013: $148,046Net Assets 2013: $540,3152013Assets 2014: $710,076Liabilities 2014: $167,671Net Assets 2014: $542,4052014Assets 2015: $411,322Liabilities 2015: $67,087Net Assets 2015: $344,2352015Assets 2016: $840,735Liabilities 2016: $347,917Net Assets 2016: $492,8182016Assets 2017: $875,995Liabilities 2017: $313,163Net Assets 2017: $562,8322017Assets 2018: $772,524Liabilities 2018: $274,807Net Assets 2018: $497,7172018Assets 2019: $1,102,095Liabilities 2019: $319,882Net Assets 2019: $782,2132019Assets 2020: $2,503,470Liabilities 2020: $484,015Net Assets 2020: $2,019,4552020Assets 2021: $3,011,644Liabilities 2021: $475,243Net Assets 2021: $2,536,4012021Assets 2022: $4,290,464Liabilities 2022: $1,523,787Net Assets 2022: $2,766,6772022Assets 2023: $4,962,370Liabilities 2023: $1,216,798Net Assets 2023: $3,745,5722023Assets 2024: $4,554,336Liabilities 2024: $711,611Net Assets 2024: $3,842,7252024

Highlighted filing

2014

Assets$710,076
Liabilities$167,671
Net Assets$542,405
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,917,693Expenses 2011: $1,777,402Net Income 2011: $140,2912011Revenue 2012: $1,897,557Expenses 2012: $1,877,027Net Income 2012: $20,5302012Revenue 2013: $1,813,675Expenses 2013: $1,763,316Net Income 2013: $50,3592013Revenue 2014: $2,000,811Expenses 2014: $1,998,721Net Income 2014: $2,0902014Revenue 2015: $1,940,922Expenses 2015: $2,139,092Net Income 2015: -$198,1702015Revenue 2016: $2,592,217Expenses 2016: $2,443,634Net Income 2016: $148,5832016Revenue 2017: $3,017,741Expenses 2017: $2,947,727Net Income 2017: $70,0142017Revenue 2018: $3,620,792Expenses 2018: $3,685,907Net Income 2018: -$65,1152018Revenue 2019: $3,990,057Expenses 2019: $3,705,561Net Income 2019: $284,4962019Revenue 2020: $4,736,936Expenses 2020: $4,152,582Net Income 2020: $584,3542020Revenue 2021: $4,589,599Expenses 2021: $4,072,653Net Income 2021: $516,9462021Revenue 2022: $5,046,278Expenses 2022: $4,816,002Net Income 2022: $230,2762022Revenue 2023: $6,505,648Expenses 2023: $5,526,753Net Income 2023: $978,8952023Revenue 2024: $5,915,572Expenses 2024: $5,818,419Net Income 2024: $97,1532024

Highlighted filing

2014

Revenue$2,000,811
Expenses$1,998,721
Net Income$2,090
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$2,000,811
Mission and Program Overview

Mission

The school is organized to manage, operate, guide and promote the Sherman Thomas Charter School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$194,548$465,755▲ $271,207
Accounts Receivable$493,813$244,321▼ $249,492
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$688,361$710,076▲ $21,715
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$148,046$167,671▲ $19,625
Total Liabilities$148,046$167,671▲ $19,625
Net Assets / Fund Balance
Unrestricted Net Assets$540,315$542,405▲ $2,090
Total Net Assets Fund Balance$540,315$542,405▲ $2,090
Total Liabilities and Net Assets / Fund Balance$688,361$710,076▲ $21,715
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roger LeachPrincipalFT$100,400$100,400

Board Members and Trustees

NameTitle
Ross ThorntonPresident
Roger Leach-
William JacobsonClerk
John StaffordMember
Melissa NassarMember
Robert PoythressMember
Jimmie MccandlessSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,000,811
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$2,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,229,628
Other Expenses$769,093
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$783,389$138,245-$921,634
Other Employee Benefits$136,477$24,084-$160,561
Current Officers, Directors, Trustees, and Key Employees$85,340$15,060-$100,400
Pension Plan Contributions$39,978$7,055-$47,033
Other Expenses$30,331$5,352-$35,683
Total Functional Expenses$1,698,914$299,807$0$1,998,721
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
01-0589965
Phone
5596748922

Signing Officer

Name
Roger Leach
Title
Principal
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Preparer
Neil Schafer
Phone
5592978292
Raw XML Appendix388 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0688361
IRS990/TotalAssetsEOYAmt0710076
IRS990/TotalAssetsGrp/BOYAmt0688361
IRS990/TotalAssetsGrp/EOYAmt0710076
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0299807
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01698914
IRS990/TotalFunctionalExpensesGrp/TotalAmt01998721
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0148046
IRS990/TotalLiabilitiesEOYAmt0167671
IRS990/TotalLiabilitiesGrp/BOYAmt0148046
IRS990/TotalLiabilitiesGrp/EOYAmt0167671
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0540315
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0542405
IRS990/TotalProgramServiceExpensesAmt01698914
IRS990/TotalProgramServiceRevenueAmt02000811
IRS990/TotalReportableCompFromOrgAmt0100400
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02000811
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02000811
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0688361
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0710076
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0540315
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0542405
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER LEACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Principal
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHERMAN THOMAS CHARTER SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0010589965
ReturnHeader/Filer/PhoneNum05596748922
ReturnHeader/Filer/USAddress/AddressLine10101 W ADELL ST
ReturnHeader/Filer/USAddress/City0MADERA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10T James Williams & Co AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107080 N Whitney Ave 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0937200154
ReturnHeader/PreparerPersonGrp/PhoneNum05592978292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Neil Schafer
ReturnHeader/ReturnTs02014-11-10T08:57:52-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,076
Liabilities
$167,671
Net assets
$542,405
Revenue
$2,000,811
Expenses
$1,998,721
Net income
$2,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.71$3.84$5.92$5.82$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.96$1.22$3.75$6.51$5.53$0.98
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$1.52$2.77$5.05$4.82$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.48$2.54$4.59$4.07$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.48$2.02$4.74$4.15$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.32$0.78$3.99$3.71$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.27$0.50$3.62$3.69$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.31$0.56$3.02$2.95$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.35$0.49$2.59$2.44$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.07$0.34$1.94$2.14$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.17$0.54$2.00$2.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.69$0.15$0.54$1.81$1.76$0.05
2012Summary only. Only limited summary data is available for this year.$0.78$0.29$0.49$1.90$1.88$0.02
2011Summary only. Only limited summary data is available for this year.$0.87$0.41$0.47$1.92$1.78$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits