Civic Intelligence

San Luis Obispo Classical Academy

EIN 20-3131883 • 501(c)3 • San Luis Obispo, CA

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Profile

A public benefit corp that provides a classical education model to the communities within san luis obispo county and supports parents in their efforts to educate their children.

PO Box 3601San Luis Obispo, CA 93406

www.sloclassicalacademy.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.22x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.16x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$138,202

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

97th percentile

120%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$4,050,886

Up $1,397,053 (+53%) from 2023

Liabilities

Down

$970,742

Down $749,803 (-44%) from 2023

Net Assets

Up

$3,080,144

Up $2,146,856 (+230%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin81st percentile

Revenue

Up

$8,670,381

Up $3,228,451 (+59%) from 2023

Expenses

Up

$6,510,996

Up $778,072 (+14%) from 2023

Net Income

Up

$2,159,385

Up $2,450,379 (+842%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $41,707Liabilities 2010: $162,367Net Assets 2010: -$120,6602010Assets 2011: $35,899Liabilities 2011: $110,690Net Assets 2011: -$74,7912011Assets 2012: $67,029Liabilities 2012: $111,135Net Assets 2012: -$44,1062012Assets 2013: $78,812Liabilities 2013: $70,820Net Assets 2013: $7,9922013Assets 2014: $108,286Liabilities 2014: $53,740Net Assets 2014: $54,5462014Assets 2015: $353,418Liabilities 2015: $199,114Net Assets 2015: $154,3042015Assets 2016: $712,423Liabilities 2016: $701,860Net Assets 2016: $10,5632016Assets 2017: $678,884Liabilities 2017: $612,141Net Assets 2017: $66,7432017Assets 2018: $605,516Liabilities 2018: $541,438Net Assets 2018: $64,0782018Assets 2019: $567,226Liabilities 2019: $644,168Net Assets 2019: -$76,9422019Assets 2020: $1,159,521Liabilities 2020: $1,040,056Net Assets 2020: $119,4652020Assets 2021: $1,177,103Liabilities 2021: $315,789Net Assets 2021: $861,3142021Assets 2022: $1,556,497Liabilities 2022: $307,049Net Assets 2022: $1,249,4482022Assets 2023: $2,653,833Liabilities 2023: $1,720,545Net Assets 2023: $933,2882023Assets 2024: $4,050,886Liabilities 2024: $970,742Net Assets 2024: $3,080,1442024

Highlighted filing

2024

Assets$4,050,886
Liabilities$970,742
Net Assets$3,080,144
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $799,9502010Expenses 2011: $905,1732011Expenses 2012: $1,078,8792012Expenses 2013: $1,227,2672013Revenue 2014: $1,621,316Expenses 2014: $1,574,762Net Income 2014: $46,5542014Revenue 2015: $1,758,071Expenses 2015: $1,657,705Net Income 2015: $100,3662015Revenue 2016: $1,995,578Expenses 2016: $2,139,319Net Income 2016: -$143,7412016Revenue 2017: $2,639,131Expenses 2017: $2,582,951Net Income 2017: $56,1802017Revenue 2018: $2,701,802Expenses 2018: $2,704,467Net Income 2018: -$2,6652018Revenue 2019: $3,238,567Expenses 2019: $3,379,587Net Income 2019: -$141,0202019Revenue 2020: $3,332,334Expenses 2020: $3,135,927Net Income 2020: $196,4072020Revenue 2021: $4,169,726Expenses 2021: $3,427,877Net Income 2021: $741,8492021Revenue 2022: $5,378,042Expenses 2022: $4,989,908Net Income 2022: $388,1342022Revenue 2023: $5,441,930Expenses 2023: $5,732,924Net Income 2023: -$290,9942023Revenue 2024: $8,670,381Expenses 2024: $6,510,996Net Income 2024: $2,159,3852024

Highlighted filing

2024

Revenue$8,670,381
Expenses$6,510,996
Net Income$2,159,385
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,050,886
Liabilities
$970,742
Net assets
$3,080,144
Revenue
$8,670,381
Expenses
$6,510,996
Net income
$2,159,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.97$3.08$8.67$6.51$2.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$1.72$0.93$5.44$5.73$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.31$1.25$5.38$4.99$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.32$0.86$4.17$3.43$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$1.04$0.12$3.33$3.14$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.64$0.08$3.24$3.38$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.54$0.06$2.70$2.70$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.61$0.07$2.64$2.58$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.70$0.01$2.00$2.14$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.20$0.15$1.76$1.66$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.05$0.05$1.62$1.57$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.07$0.01$1.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.11$0.04$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.11$0.07$0.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.16$0.12$0.80
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$2,885,246
Mission and Program Overview

Mission

A public benefit corp that provides a classical education model to the communities within san luis obispo county and supports parents in their efforts to educate their children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$562,062$475,248▼ $86,814
Cash and Non-Interest-Bearing Accounts$66,979$116,397▲ $49,418
Loans From Officers Directors$130,738$107,823▼ $22,915
Inventories for Sale or Use$53,597$44,097▼ $9,500
Accounts Receivable$0$26,266▲ $26,266
Other Notes and Loans Receivable, Net$8,313$0▼ $8,313
Total Assets$712,423$678,884▼ $33,539
Other Assets Total$21,472$16,876▼ $4,596
Liabilities
Other Liabilities$286,839$252,158▼ $34,681
Mortgage Notes Payable Secured by Investment Property$152,086$135,529▼ $16,557
Accounts Payable and Accrued Expenses$111,420$105,644▼ $5,776
Deferred Revenue$20,777$10,987▼ $9,790
Total Liabilities$701,860$612,141▼ $89,719
Net Assets / Fund Balance
Unrestricted Net Assets$10,563$66,743▲ $56,180
Total Net Assets Fund Balance$10,563$66,743▲ $56,180
Total Liabilities and Net Assets / Fund Balance$712,423$678,884▼ $33,539

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$460,585$161,618$622,203
Equipment$14,663$11,452$26,115
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan TheulePresidentFT$75,704$75,704
Michelle LeaTreasurerPT$38,398$38,398

Board Members and Trustees

NameTitle
Charles SmithDirector
Jill TalleyDirector
Ken MooreDirector
Robert CampbellDirector
Tim RondaDirector
Rebecca BaerDirector/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$285,510
Program Service Revenue
$1,946,112
Investment Income
$0
Other Revenue
$407,509
All Other Contributions
$60,000
Change in Net Assets
$56,180

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$33,314Fair Market Value
Total Noncash Contributions1$33,314-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,717,814
Other Expenses$865,137
Total Fundraising Expense$101,407
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,274,533$20,556$93,241$1,388,330
Occupancy$371,457$3,878-$375,335
Payroll Taxes$112,552$11,959$8,128$132,639
Current Officers, Directors, Trustees, and Key Employees-$116,623-$116,623
Depreciation Depletion$97,810--$97,810
Other Employee Benefits$80,222--$80,222
Fees for Services Other$54,792--$54,792
Office Expenses$51,276$3,451-$54,727
Fees for Services Accounting$2,001$48,545-$50,546
All Other Expenses$31,107$14,835$38$45,980
Insurance$26,611$11,554-$38,165
Interest-$32,280-$32,280
Travel$19,369--$19,369
Other Expenses$10,430$14,223-$14,223
Advertising$6,182--$6,182
Total Functional Expenses$2,186,751$294,793$101,407$2,582,951
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$113,161
Fundraising Gross Income$95,862
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garrison Keillor Event$114,735$72,434$67,658$4,776
Student Fundraiser$54,410-$2,937-
Total Events$321,372$95,862$113,161$-17,299
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
Loans from Officers, Directors, Trustees, and Key Employees$130,738$107,823▼ $22,915
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loans to Related Parties$252,158
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is reviewed and approved by the president prior to submission.”

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

“Sloca has a governance committee and the executive committee that deal with possible conflict situations, depending on the issue.”

Form 990, Part VI, Section C, Line 19

“San luis obispo classical academy makes its governing documents and financial statements available by request.”

Filing and Contact Details

Filer

Filer Name
San Luis Obispo Classical Academy
EIN
20-3131883
Phone
8055488700
Address
PO BOX 3601, SAN LUIS OBISPO, CA 93406

Signing Officer

Name
Susan Theule
Title
President
Phone
8055488700
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Theule
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
80
Volunteers
300

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Sherri Y Parkinson CPA
Phone
8055441441
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Income taxes topic of fasb accounting standards codification requires, among other things, the recognition and measurement of tax positions based on a "more likely than not" (likelihood greater than 50%) approach. As of june 30, 2017, management has considered its tax positions and believes that the organization did not maintain any tax positions that did not meet the "more likely than not" threshold. The organization does not expect any material change through june 30, 2018.”

Raw XML AppendixShowing 400 of 539 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0111420
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0105644
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt026266
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A PUBLIC BENEFIT CORP THAT PROVIDES A CLASSICAL EDUCATION MODEL TO THE COMMUNITIES WITHIN SAN LUIS OBISPO COUNTY AND SUPPORTS PARENTS IN THEIR EFFORTS TO EDUCATE THEIR CHILDREN.
IRS990/AdvertisingGrp/ProgramServicesAmt06182
IRS990/AdvertisingGrp/TotalAmt06182
IRS990/AllOtherContributionsAmt060000
IRS990/AllOtherExpensesGrp/FundraisingAmt038
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt014835
IRS990/AllOtherExpensesGrp/ProgramServicesAmt031107
IRS990/AllOtherExpensesGrp/TotalAmt045980
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0SUSAN THEULEMICHELLE LEA
IRS990/BooksInCareOfDetail/PhoneNum08055488700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0165 GRAND AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093405
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt066979
IRS990/CashNonInterestBearingGrp/EOYAmt0116397
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0116623
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0116623
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt0225510
IRS990/CostOfGoodsSoldAmt0132954
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0285510
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0865137
IRS990/CYOtherRevenueAmt0407509
IRS990/CYProgramServiceRevenueAmt01946112
IRS990/CYRevenuesLessExpensesAmt056180
IRS990/CYSalariesCompEmpBnftPaidAmt01717814
IRS990/CYTotalExpensesAmt02582951
IRS990/CYTotalFundraisingExpenseAmt0101407
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02639131
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt020777
IRS990/DeferredRevenueGrp/EOYAmt010987
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt097810
IRS990/DepreciationDepletionGrp/TotalAmt097810
IRS990/Desc0TO CONDUCT CLASSES IN MATH, LANGUAGE, ARTS, HISTORY, SCIENCE AND OTHER ELECTIVES AT THE ELEMENTARY, MIDDLE SCHOOL AND HIGH SCHOOL LEVELS AND TO WORK WITH PARENTS TO MONITOR STUDENTS' PROGRESS IN THE HOME SCHOOLING AND SITE BASED EDUCATION COMPONENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt080
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02186751
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt048545
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02001
IRS990/FeesForServicesAccountingGrp/TotalAmt050546
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt054792
IRS990/FeesForServicesOtherGrp/TotalAmt054792
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN THEULE
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE LEA
IRS990/Form990PartVIISectionAGrp/PersonNm2REBECCA BAER
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm4KEN MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm5TIM RONDA
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm7JILL TALLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt075704
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt138398
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0225510
IRS990/FundraisingDirectExpensesAmt0113161
IRS990/FundraisingGrossIncomeAmt095862
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02885246
IRS990/GrossSalesOfInventoryAmt0557762
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt011554
IRS990/InsuranceGrp/ProgramServicesAmt026611
IRS990/InsuranceGrp/TotalAmt038165
IRS990/InterestGrp/ManagementAndGeneralAmt032280
IRS990/InterestGrp/TotalAmt032280
IRS990/InventoriesForSaleOrUseGrp/BOYAmt053597
IRS990/InventoriesForSaleOrUseGrp/EOYAmt044097
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0173070
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0562062
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0475248
IRS990/LandBldgEquipCostOrOtherBssAmt0648318
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0130738
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0107823
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A PUBLIC BENEFIT CORP THAT PROVIDES A CLASSICAL EDUCATION MODEL TO THE COMMUNITIES WITHIN SAN LUIS OBISPO COUNTY AND SUPPORTS PARENTS IN THEIR EFFORTS TO EDUCATE THEIR CHILDREN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0152086
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0135529
IRS990/NetAssetsOrFundBalancesBOYAmt010563
IRS990/NetAssetsOrFundBalancesEOYAmt066743
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-17299
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-17299
IRS990/NetIncomeOrLossGrp/ExclusionAmt0424808
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0424808
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03878
IRS990/OccupancyGrp/ProgramServicesAmt0371457
IRS990/OccupancyGrp/TotalAmt0375335
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03451
IRS990/OfficeExpensesGrp/ProgramServicesAmt051276
IRS990/OfficeExpensesGrp/TotalAmt054727
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021472
IRS990/OtherAssetsTotalGrp/EOYAmt016876
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt080222
IRS990/OtherEmployeeBenefitsGrp/TotalAmt080222
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1ATHLETICS
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012296
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14593
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214223
IRS990/OtherExpensesGrp/ProgramServicesAmt021595
IRS990/OtherExpensesGrp/ProgramServicesAmt126814
IRS990/OtherExpensesGrp/ProgramServicesAmt210430
IRS990/OtherExpensesGrp/TotalAmt033891
IRS990/OtherExpensesGrp/TotalAmt126814
IRS990/OtherExpensesGrp/TotalAmt215023
IRS990/OtherExpensesGrp/TotalAmt314223
IRS990/OtherLiabilitiesGrp/BOYAmt0286839
IRS990/OtherLiabilitiesGrp/EOYAmt0252158
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt093241
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020556
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01274533
IRS990/OtherSalariesAndWagesGrp/TotalAmt01388330
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08313
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08128
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011959
IRS990/PayrollTaxesGrp/ProgramServicesAmt0112552
IRS990/PayrollTaxesGrp/TotalAmt0132639
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN THEULE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1CLASSROOM RELATED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01667927
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1278185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01667927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1278185
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0232582
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0796246
IRS990/PYOtherRevenueAmt032047
IRS990/PYProgramServiceRevenueAmt01730949
IRS990/PYRevenuesLessExpensesAmt0-143741
IRS990/PYSalariesCompEmpBnftPaidAmt01343073
IRS990/PYTotalExpensesAmt02139319
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01995578
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt056180
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01946112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0381372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0232582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0108710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0183505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01106619
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03415
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07165
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08061594
IRS990ScheduleA/PublicSupportCY170Pct00.99360
IRS990ScheduleA/PublicSupportPY170Pct00.98890
IRS990ScheduleA/PublicSupportTotal170Amt01106619
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0381372
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0232582
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0108710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0183505
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01106619
IRS990ScheduleA/TotalSupportAmt01113784
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/EquipmentGrp/BookValueAmt014663
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011452
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026115
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0460585
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0161618
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0622203
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0252158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOANS TO RELATED PARTIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES TOPIC OF FASB ACCOUNTING STANDARDS CODIFICATION REQUIRES, AMONG OTHER THINGS, THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" (LIKELIHOOD GREATER THAN 50%) APPROACH. AS OF JUNE 30, 2017, MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT THE ORGANIZATION DID NOT MAINTAIN ANY TAX POSITIONS THAT DID NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE THROUGH JUNE 30, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0475248
IRS990ScheduleD/TotalLiabilityAmt0252158
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/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0KEEPING RECORDS INDICATING THE RACIAL COMPOSITION OF THE STUDENT BODY, FACULTY, AND ADMINISTRATIVE STAFF IS OPTIONAL. THE ORGANIZATION HAS LOOKED AT THE MAKEUP OF ITS STUDENT BODY IN THE PAST, BUT GIVEN THE LIMITED DIVERSITY IN SAN LUIS OBISPO, IT HAS NOT FOUND THIS INFORMATION TO BE HELPFUL TO THE ORGANIZATION'S MISSION AT THIS TIME.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1GOVERNMENT GRANT RECEIVED FROM SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT FOR $6,549.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0225510
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042301
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt054410
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0128799
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0113161
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GARRISON KEILLOR EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STUDENT FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0114735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt054410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0152227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0321372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095862
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-17299
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt042566
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0113161
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt067658
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02937
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt048663
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt19415
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt249745
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO FUND OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1TO FUND OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2TO FUND OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt060000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt120000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt260000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JOHN AND REBECCA BAER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1JOHN AND REBECCA BAER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2KENNETH MOORE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0REBECCA BAER - DIRECTOR/ OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1REBECCA BAER - DIRECTOR/ OFFICER

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