Civic Intelligence

James Jordan Middle School

990 • Fiscal year 2019 • EIN 03-0557700

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 01, 2020

Organization ProfileWWW.JAMESJORDANMS.COM
7911 Winnetka AveWinnetka, CA 91306

(818) 882-2496

Siviq Scores

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

Liabilities / Assets

31st percentile

0.04x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.03x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

51st percentile

3.0%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$149,644

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

60th percentile

6.4%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

5.2%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,336,366

Up $199,982 (+6.4%) from 2018

Net Assets

Up

$3,200,904

Up $158,288 (+5.2%) from 2018

Liabilities

Up

$135,462

Up $41,694 (+44%) from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin51st percentile

Revenue

Up

$5,341,883

Up $264,218 (+5.2%) from 2018

Expenses

Up

$5,183,595

Up $506,549 (+11%) from 2018

Net Income

Down

$158,288

Down $242,331 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $1,064,769Liabilities 2011: $454,089Net Assets 2011: $610,6802011Assets 2012: $1,034,957Liabilities 2012: $317,540Net Assets 2012: $717,4172012Assets 2013: $970,975Liabilities 2013: $202,112Net Assets 2013: $768,8632013Assets 2014: $1,360,955Liabilities 2014: $330,918Net Assets 2014: $1,030,0372014Assets 2015: $1,614,816Liabilities 2015: $160,313Net Assets 2015: $1,454,5032015Assets 2016: $2,283,692Liabilities 2016: $76,949Net Assets 2016: $2,206,7432016Assets 2017: $2,726,500Liabilities 2017: $84,503Net Assets 2017: $2,641,9972017Assets 2018: $3,136,384Liabilities 2018: $93,768Net Assets 2018: $3,042,6162018Assets 2019: $3,336,366Liabilities 2019: $135,462Net Assets 2019: $3,200,9042019Assets 2020: $3,904,505Liabilities 2020: $383,882Net Assets 2020: $3,520,6232020Assets 2021: $4,262,210Liabilities 2021: $177,232Net Assets 2021: $4,084,9782021Assets 2022: $5,023,416Liabilities 2022: $704,580Net Assets 2022: $4,318,8362022Assets 2023: $19,088,577Liabilities 2023: $15,357,122Net Assets 2023: $3,731,4552023Assets 2024: $18,827,502Liabilities 2024: $14,974,602Net Assets 2024: $3,852,9002024Assets 2025: $19,219,767Liabilities 2025: $14,197,371Net Assets 2025: $5,022,3962025

Highlighted filing

2019

Assets$3,336,366
Liabilities$135,462
Net Assets$3,200,904
Open 2019 Filing

Operations Trend

Revenue Growth54th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,328,191Expenses 2011: $2,002,583Net Income 2011: $325,6082011Expenses 2012: $2,145,3512012Revenue 2013: $2,423,225Expenses 2013: $2,371,779Net Income 2013: $51,4462013Revenue 2014: $3,042,670Expenses 2014: $2,781,496Net Income 2014: $261,1742014Revenue 2015: $3,781,828Expenses 2015: $3,357,362Net Income 2015: $424,4662015Revenue 2016: $4,733,085Expenses 2016: $3,980,845Net Income 2016: $752,2402016Revenue 2017: $4,806,985Expenses 2017: $4,371,731Net Income 2017: $435,2542017Revenue 2018: $5,077,665Expenses 2018: $4,677,046Net Income 2018: $400,6192018Revenue 2019: $5,341,883Expenses 2019: $5,183,595Net Income 2019: $158,2882019Revenue 2020: $5,592,558Expenses 2020: $5,272,839Net Income 2020: $319,7192020Revenue 2021: $6,625,166Expenses 2021: $6,060,811Net Income 2021: $564,3552021Revenue 2022: $6,957,848Expenses 2022: $6,723,990Net Income 2022: $233,8582022Revenue 2023: $8,263,518Expenses 2023: $8,850,899Net Income 2023: -$587,3812023Revenue 2024: $8,926,679Expenses 2024: $8,805,234Net Income 2024: $121,4452024Revenue 2025: $10,379,788Expenses 2025: $9,210,292Net Income 2025: $1,169,4962025

Highlighted filing

2019

Revenue$5,341,883
Expenses$5,183,595
Net Income$158,288
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 1, 2020
Return Version
2018v3.1
Gross Receipts
$5,341,883
Mission and Program Overview

Mission

James jordan middle school is a small learning community for middle school students in grades 6-8. The school is dedicated to the ideal that all students should be prepared to succeed at a four-year university.

To operate as a public charter school and to prepare students to succeed at a four-year university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,175,813$1,465,783▲ $289,970
Land, Buildings, and Equipment, Net$1,029,318$856,363▼ $172,955
Pledges and Grants Receivable$650,247$708,554▲ $58,307
Cash and Non-Interest-Bearing Accounts$250,215$250,331▲ $116
Prepaid Expenses and Deferred Charges$29,169$54,735▲ $25,566
Accounts Receivable$1,622$600▼ $1,022
Total Assets$3,136,384$3,336,366▲ $199,982
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$93,768$135,462▲ $41,694
Total Liabilities$93,768$135,462▲ $41,694
Net Assets / Fund Balance
Unrestricted Net Assets$3,042,616$3,200,904▲ $158,288
Total Net Assets Fund Balance$3,042,616$3,200,904▲ $158,288
Total Liabilities and Net Assets / Fund Balance$3,136,384$3,336,366▲ $199,982

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$553,968$300,495$854,463
Leasehold Improvements$200,656$231,955$432,611
Equipment$101,739$167,293$269,032
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria AlvaradoPrincipalFT$122,002$27,642$149,644
Myranda MarshExec DirectorFT$119,295$27,334$146,629

Board Members and Trustees

NameTitle
Claudia QuinterosPresident
Bridget SmithVice President
Adam BiermanBoard Member
Janice BoafoBoard Member
Maggie MaloneBoard Member
Marite AntoneBoard Member
Victoria BrownBoard Member
Maria AvilaSecretary
Jessica LabarberaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,341,224
Program Service Revenue
$49
Investment Income
$610
Other Revenue
$0
All Other Contributions
$57,877
Change in Net Assets
$158,288

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,341,883
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,341,883
Total Revenue per Form 990
$5,341,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,293,354
Other Expenses$1,890,241
Total Fundraising Expense$135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,273,294$281,833-$2,555,127
Other Expenses$362,556--$362,556
Fees for Services Other$223,426$76,203-$299,629
Office Expenses$110,334$186,698-$297,032
Occupancy$251,137$44,766-$295,903
Other Employee Benefits$216,992$29,679-$246,671
Pension Plan Contributions$242,872--$242,872
Depreciation Depletion$190,704$25,140-$215,844
All Other Expenses$154,275$28,860$135$183,270
Current Officers, Directors, Trustees, and Key Employees$1,669$150,804-$152,473
Fees for Services Accounting-$99,648-$99,648
Payroll Taxes$71,877$24,334-$96,211
Travel$63,899--$63,899
Insurance-$36,445-$36,445
Fees for Services Legal-$27,600-$27,600
Advertising-$8,415-$8,415
Total Functional Expenses$4,163,035$1,020,425$135$5,183,595

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,183,595
Total Expenses per Audited Statements$5,183,595
Total Expenses per Form 990$5,183,595
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees that have the authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

Form 990, Part VI, Section B, Line 12C

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters”

Form 990, Part VI, Section B, Line 15

“The executive director's pay is determined based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the executive director's compensation as a direct action. The officers and key employees' pay is determine based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the officers and key employees' compensation as a direct action.”

Form 990, Part VI, Section C, Line 19

“The documents are readily available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
James Jordan Middle School
EIN
03-0557700
Phone
8188822496
Address
7911 WINNETKA AVE, WINNETKA, CA 91306

Signing Officer

Name
Dr Myranda Marsh
Title
Executive Director
Phone
8188822496
Signed
2020-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Myranda Marsh
Formed
2005
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
84
Volunteers
35

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The school is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required.”

Raw XML AppendixShowing 400 of 445 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/MissionDesc0JAMES JORDAN MIDDLE SCHOOL IS A SMALL LEARNING COMMUNITY FOR MIDDLE SCHOOL STUDENTS IN GRADES 6-8. THE SCHOOL IS DEDICATED TO THE IDEAL THAT ALL STUDENTS SHOULD BE PREPARED TO SUCCEED AT A FOUR-YEAR UNIVERSITY.
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IRS990/OccupancyGrp/TotalAmt0295903
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0186698
IRS990/OfficeExpensesGrp/ProgramServicesAmt0110334
IRS990/OfficeExpensesGrp/TotalAmt0297032
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029679
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0216992
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0246671
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/ProgramServicesAmt0362556
IRS990/OtherExpensesGrp/TotalAmt0362556
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0281833
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02273294
IRS990/OtherSalariesAndWagesGrp/TotalAmt02555127
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024334
IRS990/PayrollTaxesGrp/ProgramServicesAmt071877
IRS990/PayrollTaxesGrp/TotalAmt096211
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0242872
IRS990/PensionPlanContributionsGrp/TotalAmt0242872
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0650247
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0708554
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029169
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054735
IRS990/PrincipalOfficerNm0DR MYRANDA MARSH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL
IRS990/ProgramServiceRevenueGrp/Desc1AFTER SCHOOL PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05049754
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0543
IRS990/PYOtherExpensesAmt01621298
IRS990/PYOtherRevenueAmt027368
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0400619
IRS990/PYSalariesCompEmpBnftPaidAmt03055748
IRS990/PYTotalExpensesAmt04677046
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05077665
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0158288
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt049
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01175813
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01465783
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0553968
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0300495
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0854463
IRS990ScheduleD/EquipmentGrp/BookValueAmt0101739
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0167293
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0269032
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05183595
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0200656
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0231955
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0432611
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05341883
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0856363
IRS990ScheduleD/TotalExpensesPerForm990Amt05183595
IRS990ScheduleD/TotalRevenuePerForm990Amt05341883
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05341883
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05183595
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE AWARDED ARE MAINTAINED AS THE SCHOOL PROVIDES NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2JAMES JORDAN MIDDLE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINE BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03136384
IRS990/TotalAssetsEOYAmt03336366
IRS990/TotalAssetsGrp/BOYAmt03136384
IRS990/TotalAssetsGrp/EOYAmt03336366
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05341224
IRS990/TotalEmployeeCnt084
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0135
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01020425
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04163035
IRS990/TotalFunctionalExpensesGrp/TotalAmt05183595
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt093768
IRS990/TotalLiabilitiesEOYAmt0135462
IRS990/TotalLiabilitiesGrp/BOYAmt093768
IRS990/TotalLiabilitiesGrp/EOYAmt0135462
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03042616
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03200904
IRS990/TotalOtherCompensationAmt054976
IRS990/TotalProgramServiceExpensesAmt04163035
IRS990/TotalProgramServiceRevenueAmt049
IRS990/TotalReportableCompFromOrgAmt0241297
IRS990/TotalRevenueGrp/ExclusionAmt0610
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05341883
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03136384
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03336366
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt063899
IRS990/TravelGrp/TotalAmt063899
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03042616

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,336,366
Liabilities
$135,462
Net assets
$3,200,904
Revenue
$5,341,883
Expenses
$5,183,595
Net income
$158,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.2$14.2$5.02$10.4$9.21$1.17
2024Detailed filing. Detailed filing data is available for this year.$18.8$15.0$3.85$8.93$8.81$0.12
2023Detailed filing. Detailed filing data is available for this year.$19.1$15.4$3.73$8.26$8.85$0.59
2022Detailed filing. Detailed filing data is available for this year.$5.02$0.70$4.32$6.96$6.72$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.26$0.18$4.08$6.63$6.06$0.56
2020Detailed filing. Detailed filing data is available for this year.$3.90$0.38$3.52$5.59$5.27$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.14$3.20$5.34$5.18$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.09$3.04$5.08$4.68$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.73$0.08$2.64$4.81$4.37$0.44
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.08$2.21$4.73$3.98$0.75
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.16$1.45$3.78$3.36$0.42
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.33$1.03$3.04$2.78$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.20$0.77$2.42$2.37$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.32$0.72$2.15
2011Summary only. Only limited summary data is available for this year.$1.06$0.45$0.61$2.33$2.00$0.33