Civic Intelligence

Sherman Thomas Charter Schools

990 • Fiscal year 2020 • EIN 01-0589965

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 14, 2020

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

62nd percentile

0.19x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

44th percentile

0.10x

Higher debt load relative to revenue than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$126,800

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

94th percentile

127%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,503,470

Up $1,401,375 (+127%) from 2019

Net Assets

Up

$2,019,455

Up $1,237,242 (+158%) from 2019

Liabilities

Up

$484,015

Up $164,133 (+51%) from 2019

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin63rd percentile

Revenue

Up

$4,736,936

Up $746,879 (+19%) from 2019

Expenses

Up

$4,152,582

Up $447,021 (+12%) from 2019

Net Income

Up

$584,354

Up $299,858 (+105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2020

Assets$2,503,470
Liabilities$484,015
Net Assets$2,019,455
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$4,736,936
Expenses$4,152,582
Net Income$584,354
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 14, 2020
Return Version
2019v5.0
Gross Receipts
$4,736,936
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$949,153$1,289,642▲ $340,489
Accounts Receivable$152,942$630,792▲ $477,850
Land, Buildings, and Equipment, Net-$583,036-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,102,095$2,503,470▲ $1,401,375
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$319,882$484,015▲ $164,133
Total Liabilities$319,882$484,015▲ $164,133
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$782,213$2,019,455▲ $1,237,242
Total Net Assets Fund Balance$782,213$2,019,455▲ $1,237,242
Total Liabilities and Net Assets / Fund Balance$1,102,095$2,503,470▲ $1,401,375

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$472,325$356,585$828,910
Equipment$105,911-$105,911
Leasehold Improvements$4,800-$4,800
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roger LeachExecutive DirectorFT$126,800$126,800

Board Members and Trustees

NameTitle
Nicholas LeachChairman
Robert PoythressChairman
Ross ThorntonChairman
Todd LileChairman
William JacobsenPresident
Tasha Manfredi-garlickClerk
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,723,140
Investment Income
$13,796
Other Revenue
$0
Change in Net Assets
$584,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,701,624
Other Expenses$1,450,958
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,593,760$298,553-$1,892,313
Pension Plan Contributions$318,732$56,247-$374,979
Other Employee Benefits$217,418$90,114-$307,532
All Other Expenses$158,352--$158,352
Other Expenses$136,620$121,546-$136,620
Current Officers, Directors, Trustees, and Key Employees$107,780$19,020-$126,800
Total Functional Expenses$3,138,816$1,013,766$0$4,152,582
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
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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 other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sherman Thomas Charter Schools
EIN
01-0589965
Phone
5596748922
Address
101 W ADELL ST, MADERA, CA 93638

Signing Officer

Name
Roger Leach
Title
Executive Director
Signed
2020-12-14
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
49

Preparer

Firm
Jaribu W Nelson CPA INC
Address
310 Trenton Ave, Clovis, CA 93619
Preparer
Jaribu Nelson
Phone
5592867546
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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/PYProgramServiceRevenueAmt03980830
IRS990/PYRevenuesLessExpensesAmt0284496
IRS990/PYSalariesCompEmpBnftPaidAmt02426338
IRS990/PYTotalExpensesAmt03705561
IRS990/PYTotalRevenueAmt03990057
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0584354
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0472325
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0356585
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0828910
IRS990ScheduleD/EquipmentGrp/BookValueAmt0105911
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0105911
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04800
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04800
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0583036
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/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER 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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01102095
IRS990/TotalAssetsEOYAmt02503470
IRS990/TotalAssetsGrp/BOYAmt01102095
IRS990/TotalAssetsGrp/EOYAmt02503470
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01013766
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03138816
IRS990/TotalFunctionalExpensesGrp/TotalAmt04152582
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0319882
IRS990/TotalLiabilitiesEOYAmt0484015
IRS990/TotalLiabilitiesGrp/BOYAmt0319882
IRS990/TotalLiabilitiesGrp/EOYAmt0484015
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0782213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02019455
IRS990/TotalProgramServiceExpensesAmt03138816
IRS990/TotalProgramServiceRevenueAmt04723140
IRS990/TotalReportableCompFromOrgAmt0126800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04736936
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04736936
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01102095
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02503470
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 W ADELL ST
IRS990/USAddress/CityNm0MADERA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093638
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER LEACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERMAN THOMAS CHARTER SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0010589965
ReturnHeader/Filer/PhoneNum05596748922
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 W ADELL ST
ReturnHeader/Filer/USAddress/CityNm0MADERA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093638
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273006038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jaribu W Nelson CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 Trenton Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clovis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093619
ReturnHeader/PreparerPersonGrp/PhoneNum05592867546
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jaribu Nelson
ReturnHeader/ReturnTs02020-12-14T14:59:49-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,503,470
Liabilities
$484,015
Net assets
$2,019,455
Revenue
$4,736,936
Expenses
$4,152,582
Net income
$584,354
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
2020Detailed filing. Detailed filing data is available for this year.$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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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. 2020 filings • 501(c)3 • $1M-$5M nonprofits