Civic Intelligence

Heart Christian Preparatory Academy

EIN 20-4508459 • 501(c)3 • San Juan Capistrano, CA

Profile

The organization was created to provide educational services for children who are participating in a homeschool program. The organization primarily provides accountability training and support for parents in homeschooling.Supplemental classes are also offered.

31103 Rancho Viejo Rd Ste D3045San Juan Capistrano, CA 92675

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.12x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

44th percentile

2.2%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$66,039

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

9th percentile

-15%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$250,921

Down $43,133 (-15%) from 2023

Liabilities

Down

$28,915

Down $196,123 (-87%) from 2023

Net Assets

Up

$222,006

Up $152,990 (+222%) from 2023

Revenue

Down

$6,621,849

Down $2,227,300 (-25%) from 2023

Expenses

Down

$6,474,269

Down $2,363,589 (-27%) from 2023

Net Income

Up

$147,580

Up $136,289 (+1207%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $98,619Liabilities 2012: $0Net Assets 2012: $98,6192012Assets 2013: $101,807Liabilities 2013: $0Net Assets 2013: $101,8072013Assets 2014: $102,463Liabilities 2014: $0Net Assets 2014: $102,4632014Assets 2015: $87,011Liabilities 2015: $0Net Assets 2015: $87,0112015Assets 2016: $83,272Liabilities 2016: $0Net Assets 2016: $83,2722016Assets 2017: $164,205Liabilities 2017: $0Net Assets 2017: $164,2052017Assets 2018: $147,799Liabilities 2018: $43,306Net Assets 2018: $104,4932018Assets 2019: $100,763Liabilities 2019: $29,750Net Assets 2019: $71,0132019Assets 2020: $171,317Liabilities 2020: $65,943Net Assets 2020: $105,3742020Assets 2021: $249,566Liabilities 2021: $92,512Net Assets 2021: $157,0542021Assets 2022: $399,300Liabilities 2022: $341,575Net Assets 2022: $57,7252022Assets 2023: $294,054Liabilities 2023: $225,038Net Assets 2023: $69,0162023Assets 2024: $250,921Liabilities 2024: $28,915Net Assets 2024: $222,0062024

Highlighted filing

2024

Assets$250,921
Liabilities$28,915
Net Assets$222,006

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2012: $408,034Expenses 2012: $380,900Net Income 2012: $27,1342012Expenses 2013: $486,6102013Revenue 2014: $650,394Expenses 2014: $661,959Net Income 2014: -$11,5652014Revenue 2015: $744,998Expenses 2015: $749,666Net Income 2015: -$4,6682015Revenue 2016: $814,560Expenses 2016: $799,286Net Income 2016: $15,2742016Revenue 2017: $820,894Expenses 2017: $740,775Net Income 2017: $80,1192017Revenue 2018: $775,401Expenses 2018: $835,113Net Income 2018: -$59,7122018Revenue 2019: $741,660Expenses 2019: $775,140Net Income 2019: -$33,4802019Revenue 2020: $532,913Expenses 2020: $498,552Net Income 2020: $34,3612020Revenue 2021: $800,208Expenses 2021: $748,528Net Income 2021: $51,6802021Revenue 2022: $4,475,732Expenses 2022: $4,576,837Net Income 2022: -$101,1052022Revenue 2023: $8,849,149Expenses 2023: $8,837,858Net Income 2023: $11,2912023Revenue 2024: $6,621,849Expenses 2024: $6,474,269Net Income 2024: $147,5802024

Highlighted filing

2024

Revenue$6,621,849
Expenses$6,474,269
Net Income$147,580

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.03$0.22$6.62$6.47$0.15
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.23$0.07$8.85$8.84$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.34$0.06$4.48$4.58$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.09$0.16$0.80$0.75$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.07$0.11$0.53$0.50$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.03$0.07$0.74$0.78$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.04$0.10$0.78$0.84$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.82$0.74$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.81$0.80$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.74$0.75$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.65$0.66$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.49
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.41$0.38$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2025
Return Version
2022v5.0
Gross Receipts
$8,849,149
Mission and Program Overview

Mission

The organization was created to provide educational services for children who are participating in a homeschool program. The organization primarily provides accountability training and support for parents in homeschooling.Supplemental classes are also offered.

Heart christian academy serves jk-8th grade homeschool families across the country with a collaborative educational model that combines campus days with home days, vetted curriculum, and comprehensive lesson plans that align across home and classroom.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$298,417$294,054▼ $4,363
Prepaid Expenses and Deferred Charges$100,883--
Total Assets$399,300$294,054▼ $105,246
Liabilities
Unsecured Notes Loans Payable-$225,000-
Accounts Payable and Accrued Expenses$341,575$38▼ $341,537
Total Liabilities$341,575$225,038▼ $116,537
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,725$69,016▲ $11,291
Total Net Assets Fund Balance$57,725$69,016▲ $11,291
Total Liabilities and Net Assets / Fund Balance$399,300$294,054▼ $105,246
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer PageExecutive DirectorFT$155,000$155,000

Board Members and Trustees

NameTitle
Ashley TenerreliPresident
Chrissy FollisSecretary
Marcelo MillsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,848,897
Investment Income
$252
Other Revenue
$0
Change in Net Assets
$11,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,381,087
Other Expenses$2,456,771
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,211,095--$5,211,095
Occupancy$1,130,024$125,558-$1,255,582
Current Officers, Directors, Trustees, and Key Employees-$661,416-$661,416
Payroll Taxes$451,295$57,281-$508,576
All Other Expenses-$181,061-$181,061
Other Expenses$149,562$916-$150,478
Travel-$130,458-$130,458
Advertising$48,833$13,640-$62,473
Insurance$50,728--$50,728
Information Technology$33,836$3,760-$37,596
Office Expenses$28,619$3,180-$31,799
Fees for Services Legal-$16,288-$16,288
Conferences and Meetings$14,688--$14,688
Fees for Services Management-$6,760-$6,760
Fees for Services Accounting-$2,962-$2,962
Total Functional Expenses$7,607,859$1,229,999$0$8,837,858
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The organization is provided with a draft copy of form 990. After approval from the board, the return is finalized and submitted to the president of the board for signature and e-filing.

CEO executive director top management comp Part VI line 15A

The executives compensation was decided on by our independent board of directors.

Other officer or key employee compensation Part VI line 15B

The other key employee compensation was decided on by our independent board of directors.

Governing documents etc available to public Part VI line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Heart Christian Preparatory Academy
EIN
20-4508459
Address
31103 RANCHO VIEJO RD STE D3045, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Nicholas Ostermann
Title
Executive Direc
Phone
2137708704
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Ostermann
Formed
2006
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
164

Preparer

Firm
Out West Advisors LLC
Address
32565B Golden Lantern Ste 175, Dana Point, CA 92629
Preparer
Christopher D Scott
Phone
9494154336
Raw XML Appendix337 raw XML fields

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

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS PROVIDED WITH A DRAFT COPY OF FORM 990. AFTER APPROVAL FROM THE BOARD, THE RETURN IS FINALIZED AND SUBMITTED TO THE PRESIDENT OF THE BOARD FOR SIGNATURE AND E-FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVES COMPENSATION WAS DECIDED ON BY OUR INDEPENDENT BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OTHER KEY EMPLOYEE COMPENSATION WAS DECIDED ON BY OUR INDEPENDENT BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08849149
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0NICHOLAS OSTERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum02137708704
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART CHRISTIAN PREPARATORY ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0204508459
ReturnHeader/Filer/USAddress/AddressLine1Txt031103 RANCHO VIEJO RD STE D3045
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364846704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Out West Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032565B Golden Lantern Ste 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dana Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092629
ReturnHeader/PreparerPersonGrp/PhoneNum09494154336
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher D Scott
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-30T16:32:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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