Civic Intelligence

Aveson

990 • Fiscal year 2020 • EIN 20-2937518

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

1919 East Pinecrest DriveAltadena, CA 91001

(626) 797-1440

Siviq Scores

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

Liabilities / Assets

87th percentile

0.82x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.33x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

43rd percentile

1.7%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$163,136

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

93rd percentile

77%

Faster asset growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-5.7%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,565,381

Up $1,548,571 (+77%) from 2019

Net Assets

Up

$655,963

Up $151,263 (+30%) from 2019

Liabilities

Up

$2,909,418

Up $1,397,308 (+92%) from 2019

Revenue

Down

$8,725,212

Down $527,969 (-5.7%) from 2019

Expenses

Down

$8,573,949

Down $890,711 (-9.4%) from 2019

Net Income

Up

$151,263

Up $362,742 (+172%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,089,721Liabilities 2011: $848,716Net Assets 2011: $241,0052011Assets 2012: $1,425,621Liabilities 2012: $861,384Net Assets 2012: $564,2372012Assets 2013: $1,856,856Liabilities 2013: $1,198,172Net Assets 2013: $658,6842013Assets 2014: $1,551,072Liabilities 2014: $774,369Net Assets 2014: $776,7032014Assets 2015: $1,700,894Liabilities 2015: $536,840Net Assets 2015: $1,164,0542015Assets 2016: $2,180,644Liabilities 2016: $648,711Net Assets 2016: $1,531,9332016Assets 2017: $1,883,188Liabilities 2017: $1,034,911Net Assets 2017: $848,2772017Assets 2018: $2,001,306Liabilities 2018: $1,285,127Net Assets 2018: $716,1792018Assets 2019: $2,016,810Liabilities 2019: $1,512,110Net Assets 2019: $504,7002019Assets 2020: $3,565,381Liabilities 2020: $2,909,418Net Assets 2020: $655,9632020Assets 2021: $4,577,886Liabilities 2021: $3,067,952Net Assets 2021: $1,509,9342021Assets 2022: $4,566,604Liabilities 2022: $1,768,590Net Assets 2022: $2,798,0142022Assets 2023: $6,307,392Liabilities 2023: $2,234,970Net Assets 2023: $4,072,4222023Assets 2024: $3,848,336Liabilities 2024: $1,626,140Net Assets 2024: $2,222,1962024

Highlighted filing

2020

Assets$3,565,381
Liabilities$2,909,418
Net Assets$655,963

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,869,875Expenses 2011: $3,805,184Net Income 2011: $64,6912011Revenue 2012: $4,477,594Expenses 2012: $4,154,362Net Income 2012: $323,2322012Expenses 2013: $4,668,0882013Revenue 2014: $6,284,989Expenses 2014: $6,166,970Net Income 2014: $118,0192014Revenue 2015: $7,325,077Expenses 2015: $6,937,726Net Income 2015: $387,3512015Revenue 2016: $8,479,453Expenses 2016: $8,111,574Net Income 2016: $367,8792016Revenue 2017: $9,035,993Expenses 2017: $9,402,141Net Income 2017: -$366,1482017Revenue 2018: $9,477,050Expenses 2018: $9,609,148Net Income 2018: -$132,0982018Revenue 2019: $9,253,181Expenses 2019: $9,464,660Net Income 2019: -$211,4792019Revenue 2020: $8,725,212Expenses 2020: $8,573,949Net Income 2020: $151,2632020Revenue 2021: $9,196,596Expenses 2021: $8,342,625Net Income 2021: $853,9712021Revenue 2022: $10,838,755Expenses 2022: $9,550,675Net Income 2022: $1,288,0802022Revenue 2023: $12,093,079Expenses 2023: $10,818,671Net Income 2023: $1,274,4082023Revenue 2024: $9,450,186Expenses 2024: $11,300,412Net Income 2024: -$1,850,2262024

Highlighted filing

2020

Revenue$8,725,212
Expenses$8,573,949
Net Income$151,263
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$8,725,212
Mission and Program Overview

Mission

Aveson is committed to helping all of our students grow as scholars and future leaders. Teachers, called advisors, collaborate with students to identify the choices that are best for them as citizens and scholars.

The mission is to inspire global leaders of this and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,020$1,893,508▲ $1,869,488
Accounts Receivable$1,249,725$909,289▼ $340,436
Land, Buildings, and Equipment, Net$699,381$618,623▼ $80,758
Prepaid Expenses and Deferred Charges$8,886$98,681▲ $89,795
Total Assets$2,016,810$3,565,381▲ $1,548,571
Other Assets Total$34,798$45,280▲ $10,482
Liabilities
Unsecured Notes Loans Payable$100,000$1,787,000▲ $1,687,000
Other Liabilities$564,067$601,589▲ $37,522
Accounts Payable and Accrued Expenses$848,043$520,829▼ $327,214
Total Liabilities$1,512,110$2,909,418▲ $1,397,308
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$369,735$655,963▲ $286,228
Net Assets With Donor Restrictions$134,965$0▼ $134,965
Total Net Assets Fund Balance$504,700$655,963▲ $151,263
Total Liabilities and Net Assets / Fund Balance$2,016,810$3,565,381▲ $1,548,571

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$581,451$148,909$730,360
Other Land Buildings$37,172$135,032$172,204
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn BeanCEOFT$157,222$5,914$163,136
Eva NeuerExecutive DirectorFT$103,602$6,699$110,301

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$8,357,566
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$367,646
All Other Contributions
$196,753
Change in Net Assets
$151,263

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,725,212
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,725,212
Total Revenue per Form 990
$8,725,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,433,182
Other Expenses$2,140,767
Total Fundraising Expense$30,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,771,037$531,463-$5,302,500
Occupancy$789,820--$789,820
Fees for Services Other$623,377$44,136$30,348$697,861
Payroll Taxes$370,786$42,298-$413,084
Other Employee Benefits$366,993$44,187-$411,180
Current Officers, Directors, Trustees, and Key Employees$286,256$5,842-$292,098
All Other Expenses$181,863$1,165-$183,028
Other Expenses$125,725--$125,725
Insurance-$90,786-$90,786
Depreciation Depletion$80,757--$80,757
Fees for Services Accounting-$77,160-$77,160
Interest-$29,664-$29,664
Fees for Services Legal-$26,361-$26,361
Information Technology$19,797--$19,797
Pension Plan Contributions$12,841$1,479-$14,320
Office Expenses$13,745--$13,745
Conferences and Meetings$4,447$507-$4,954
Advertising$1,109--$1,109
Total Functional Expenses$7,648,553$895,048$30,348$8,573,949

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,573,949
Total Expenses per Audited Statements$8,573,949
Total Expenses per Form 990$8,573,949
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ante Up$36,714---
Virtual Jog-a-thon$33,481---
Total Events$70,195---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$601,589
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 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
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

The governing body does not have committees with authority to act on behalf of the governing body.

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. The board or designated committee reviews any conflicts presented by interested parties. The chairperson appoints a disinterested person or committee to investigate the transaction in question and report findings to the board. Alternatives to the proposed transaction are identified and compared to the proposed transaction. The board votes on the most beneficial option for the organization. If the board has reason to believe an interest person has failed to disclose the potential conflict, the board will investigate further and if necessary, take appropriate disciplinary and corrective action.

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 governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Aveson
EIN
20-2937518
Phone
6267971440
Address
1919 EAST PINECREST DRIVE, ALTADENA, CA 91001

Signing Officer

Name
Kate Bean
Title
Executive Director
Phone
6267971440
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Bean
Formed
2005
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
210
Volunteers
235

Preparer

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

Financial Statement Notes

PART X, LINE 2:

The organization is a nonprofit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. It is, however, subject to income taxes from activities unrelated to its tax exempt purpose. The organization uses the same accounting methods for tax and financial reporting. Gaap provides accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. The organization is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The organization files an exempt organization return and applicable unrelated business income tax return in the u.s. Federal jurisdiction and with the california franchise tax board.

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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/OtherRevenueMiscGrp/BusinessCd2611420
IRS990/OtherRevenueMiscGrp/Desc0FOOD REVENUE
IRS990/OtherRevenueMiscGrp/Desc1ENTERPRISE
IRS990/OtherRevenueMiscGrp/Desc2OTHER LOCAL REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0215415
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt161295
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt260218
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0215415
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt161295
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt260218
IRS990/OtherRevenueTotalAmt0367646
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0531463
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04771037
IRS990/OtherSalariesAndWagesGrp/TotalAmt05302500
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt042298
IRS990/PayrollTaxesGrp/ProgramServicesAmt0370786
IRS990/PayrollTaxesGrp/TotalAmt0413084
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01479
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012841
IRS990/PensionPlanContributionsGrp/TotalAmt014320
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08886
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt098681
IRS990/PrincipalOfficerNm0KATE BEAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08805918
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02467372
IRS990/PYOtherRevenueAmt0447263
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-211479
IRS990/PYSalariesCompEmpBnftPaidAmt06997288
IRS990/PYTotalExpensesAmt09464660
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09253181
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0151263
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0367646
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/BookValueAmt0581451
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0148909
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0730360
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08573949
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt037172
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0135032
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0172204
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0601589
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08725212
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. IT IS, HOWEVER, SUBJECT TO INCOME TAXES FROM ACTIVITIES UNRELATED TO ITS TAX EXEMPT PURPOSE. THE ORGANIZATION USES THE SAME ACCOUNTING METHODS FOR TAX AND FINANCIAL REPORTING. GAAP PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0618623
IRS990ScheduleD/TotalExpensesPerForm990Amt08573949
IRS990ScheduleD/TotalLiabilityAmt0601589
IRS990ScheduleD/TotalRevenuePerForm990Amt08725212
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08725212
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08573949
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/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS AND ENROLLMENT MATERIALS, AND OUR CHARTER AS A PUBLIC SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE. THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT APPLICABLE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt070195
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033481
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt036714
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VIRTUAL JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANTE UP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033481
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070195
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0157222
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05914
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHRYN BEAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0163136
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
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. THE BOARD OR DESIGNATED COMMITTEE REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTEREST PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02016810
IRS990/TotalAssetsEOYAmt03565381
IRS990/TotalAssetsGrp/BOYAmt02016810
IRS990/TotalAssetsGrp/EOYAmt03565381
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt08357566
IRS990/TotalEmployeeCnt0210
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030348
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0895048
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07648553
IRS990/TotalFunctionalExpensesGrp/TotalAmt08573949
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01512110
IRS990/TotalLiabilitiesEOYAmt02909418

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$1.63$2.22$9.45$11.3$1.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$2.23$4.07$12.1$10.8$1.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$1.77$2.80$10.8$9.55$1.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$3.07$1.51$9.20$8.34$0.85
2020Detailed filing. Detailed filing data is available for this year.$3.57$2.91$0.66$8.73$8.57$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$1.51$0.50$9.25$9.46$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$1.29$0.72$9.48$9.61$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$1.03$0.85$9.04$9.40$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.65$1.53$8.48$8.11$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.54$1.16$7.33$6.94$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.77$0.78$6.28$6.17$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$1.20$0.66$4.67
2012Summary only. Only limited summary data is available for this year.$1.43$0.86$0.56$4.48$4.15$0.32
2011Summary only. Only limited summary data is available for this year.$1.09$0.85$0.24$3.87$3.81$0.06