Civic Intelligence

University Preparation School at Csu Channel Islands

990 • Fiscal year 2017 • EIN 20-4734568

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 24, 2018

Organization Profileuniversitycharterschools.csuci.edu
550 Temple AveCamarillo, CA 93010

(805) 482-4608

Siviq Scores

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

Liabilities / Assets

54th percentile

0.20x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.13x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$137,526

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

54th percentile

5.2%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

2.2%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$4,581,223

Up $225,700 (+5.2%) from 2016

Net Assets

Up

$3,648,920

Up $65,406 (+1.8%) from 2016

Liabilities

Up

$932,303

Up $160,294 (+21%) from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin43rd percentile

Revenue

Up

$6,942,139

Up $148,244 (+2.2%) from 2016

Expenses

Up

$6,876,733

Up $529,068 (+8.3%) from 2016

Net Income

Down

$65,406

Down $380,824 (-85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,887,333Liabilities 2011: $466,083Net Assets 2011: $1,421,2502011Assets 2012: $2,573,599Liabilities 2012: $804,237Net Assets 2012: $1,769,3622012Assets 2013: $3,081,845Liabilities 2013: $758,338Net Assets 2013: $2,323,5072013Assets 2014: $3,396,401Liabilities 2014: $677,523Net Assets 2014: $2,718,8782014Assets 2015: $3,863,487Liabilities 2015: $726,203Net Assets 2015: $3,137,2842015Assets 2016: $4,355,523Liabilities 2016: $772,009Net Assets 2016: $3,583,5142016Assets 2017: $4,581,223Liabilities 2017: $932,303Net Assets 2017: $3,648,9202017Assets 2018: $4,666,415Liabilities 2018: $1,119,326Net Assets 2018: $3,547,0892018Assets 2019: $4,852,350Liabilities 2019: $1,165,325Net Assets 2019: $3,687,0252019Assets 2020: $5,057,678Liabilities 2020: $1,546,775Net Assets 2020: $3,510,9032020Assets 2021: $5,273,106Liabilities 2021: $1,666,190Net Assets 2021: $3,606,9162021Assets 2022: $5,204,401Liabilities 2022: $1,094,244Net Assets 2022: $4,110,1572022Assets 2023: $7,041,182Liabilities 2023: $2,454,970Net Assets 2023: $4,586,2122023Assets 2024: $7,185,681Liabilities 2024: $2,036,082Net Assets 2024: $5,149,5992024

Highlighted filing

2017

Assets$4,581,223
Liabilities$932,303
Net Assets$3,648,920
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,014,977Expenses 2011: $4,578,053Net Income 2011: $436,9242011Revenue 2012: $5,185,267Expenses 2012: $4,837,155Net Income 2012: $348,1122012Expenses 2013: $4,723,9212013Revenue 2014: $5,545,561Expenses 2014: $5,150,190Net Income 2014: $395,3712014Revenue 2015: $5,890,421Expenses 2015: $5,472,015Net Income 2015: $418,4062015Revenue 2016: $6,793,895Expenses 2016: $6,347,665Net Income 2016: $446,2302016Revenue 2017: $6,942,139Expenses 2017: $6,876,733Net Income 2017: $65,4062017Revenue 2018: $7,273,040Expenses 2018: $7,374,871Net Income 2018: -$101,8312018Revenue 2019: $7,810,115Expenses 2019: $7,670,179Net Income 2019: $139,9362019Revenue 2020: $7,403,497Expenses 2020: $7,579,619Net Income 2020: -$176,1222020Revenue 2021: $7,699,795Expenses 2021: $7,603,782Net Income 2021: $96,0132021Revenue 2022: $8,688,224Expenses 2022: $8,184,983Net Income 2022: $503,2412022Revenue 2023: $9,793,145Expenses 2023: $9,317,090Net Income 2023: $476,0552023Revenue 2024: $11,443,273Expenses 2024: $10,879,886Net Income 2024: $563,3872024

Highlighted filing

2017

Revenue$6,942,139
Expenses$6,876,733
Net Income$65,406
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$6,942,139
Mission and Program Overview

Mission

Provide a collaborative community of innovative learners who seek out challenges and persevere toward individual and shared goals. We provide multiple opportunities for students to thrive in a diverse and compassionate learning environment.

University Preparation School at CSU Channel Islands operates a public charter school in Camarillo, California. During 2016-17, the charter school served approximately 761 students in grades K to 8.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,350,880$3,267,169▼ $83,711
Accounts Receivable$784,213$1,147,103▲ $362,890
Land, Buildings, and Equipment, Net$159,972$115,383▼ $44,589
Prepaid Expenses and Deferred Charges$60,458$49,618▼ $10,840
Cash and Non-Interest-Bearing Accounts-$1,950-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,355,523$4,581,223▲ $225,700
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$769,884$929,978▲ $160,094
Deferred Revenue$2,125$2,325▲ $200
Total Liabilities$772,009$932,303▲ $160,294
Net Assets / Fund Balance
Unrestricted Net Assets$3,583,514$3,648,920▲ $65,406
Total Net Assets Fund Balance$3,583,514$3,648,920▲ $65,406
Total Liabilities and Net Assets / Fund Balance$4,355,523$4,581,223▲ $225,700

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$102,932$231,773$334,705
Buildings$1,751$36,886$38,637
Leasehold Improvements-$22,784$22,784
Other Land Buildings$10,700$3,715$14,415
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charmon EvansExec. DirectorFT$120,231$17,295$137,526
Gayle HughesDirectorFT$112,383-$112,383

Board Members and Trustees

NameTitle
Richard UriasPresident & CEO
Roberto MartinezVice President
Carolyn BernalDirector
Catherine CartwrightDirector
Howard HartzfeldDirector
Rodrigo CardenasDirector
Dr Jeanne AdamsFounder
Michelle DeanSecretary
Maria FrancoisTreasurer & CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Pleasant Valley School DistrictOversight/Other Svcs600 Temple Ave, Camarillo, CA 93010$798,506
ExEDBusiness Services11858 La Grange Ave 2nd Floor, Los Angeles, CA 90025$123,789
Revenue and Support

Revenue Composition

Contributions and Grants
$6,748,956
Program Service Revenue
$189,946
Investment Income
$3,237
Other Revenue
$0
All Other Contributions
$56,386
Change in Net Assets
$65,406

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,942,139
Total Revenue per Audited Statements
$6,942,139
Total Revenue per Form 990
$6,942,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,855,841
Other Expenses$2,020,892
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,206,793$194,412-$3,401,205
Pension Plan Contributions$589,688$28,346-$618,034
Fees for Services Other$329,285$202,072-$531,357
Other Expenses$445,791$688,299-$445,791
Other Employee Benefits$350,007$19,685-$369,692
Current Officers, Directors, Trustees, and Key Employees$249,909--$249,909
Payroll Taxes$193,938$23,063-$217,001
Occupancy$33,746$178,534-$212,280
Depreciation Depletion$42,535$18,229-$60,764
Office Expenses$36,153$18,836-$54,989
Insurance-$27,412-$27,412
Total Functional Expenses$5,477,845$1,398,888$0$6,876,733

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,876,733
Total Expenses per Audited Statements$6,876,733
Total Expenses per Form 990$6,876,733
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Line 11B: Form 990 Review Process

“The tax returns are reviewed by a committee of the board.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Policies and disclosures are reviewed on an annual basis.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation information is reviewed by an independent committee established by the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available at the main office during normal business hours upon request.”

Filing and Contact Details

Filer

Filer Name
University Preparation School at
EIN
20-4734568
Phone
8054824608
Address
550 Temple Ave, Camarillo, CA 93010

Signing Officer

Name
Charmon Evans
Title
Executive Director
Signed
2018-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charmon Evans
Formed
2002
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
122
Volunteers
350

Preparer

Firm
Christy White Associates
Address
348 Olive Street, San Diego, CA 92103
Preparer
Christy White CPA
Phone
6192708222
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Management believes all of its significant tax positions would be upheld under examination; therefore, no provision for income tax has been recorded.”

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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/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer & CFO
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/GrossReceiptsAmt06942139
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt027412
IRS990/InsuranceGrp/TotalAmt027412
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03237
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03237
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0295158
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0159972
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0115383
IRS990/LandBldgEquipCostOrOtherBssAmt0410541
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide a collaborative community of innovative learners who seek out challenges and persevere toward individual and shared goals. We provide multiple opportunities for students to thrive in a diverse and compassionate learning environment.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03583514
IRS990/NetAssetsOrFundBalancesEOYAmt03648920
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0178534
IRS990/OccupancyGrp/ProgramServicesAmt033746
IRS990/OccupancyGrp/TotalAmt0212280
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018836
IRS990/OfficeExpensesGrp/ProgramServicesAmt036153
IRS990/OfficeExpensesGrp/TotalAmt054989
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019685
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0350007
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0369692
IRS990/OtherExpensesGrp/Desc0Fees to Sponsoring District
IRS990/OtherExpensesGrp/Desc1Books and Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0688299
IRS990/OtherExpensesGrp/ProgramServicesAmt0445791
IRS990/OtherExpensesGrp/TotalAmt0688299
IRS990/OtherExpensesGrp/TotalAmt1445791
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0194412
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03206793
IRS990/OtherSalariesAndWagesGrp/TotalAmt03401205
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023063
IRS990/PayrollTaxesGrp/ProgramServicesAmt0193938
IRS990/PayrollTaxesGrp/TotalAmt0217001
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt028346
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0589688
IRS990/PensionPlanContributionsGrp/TotalAmt0618034
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt060458
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt049618
IRS990/PrincipalOfficerNm0Charmon Evans
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/Desc0Preschool/Child Care
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0189946
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0189946
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06791611
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02284
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02044284
IRS990/PYRevenuesLessExpensesAmt0446230
IRS990/PYSalariesCompEmpBnftPaidAmt04303381
IRS990/PYTotalExpensesAmt06347665
IRS990/PYTotalRevenueAmt06793895
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt065406
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt031197
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06942139
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03350880
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03267169
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01751
IRS990ScheduleD/BuildingsGrp/DepreciationAmt036886
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt038637
IRS990ScheduleD/EquipmentGrp/BookValueAmt0102932
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0231773
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0334705
IRS990ScheduleD/ExpensesSubtotalAmt06876733
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt022784
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022784
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010700
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03715
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014415
IRS990ScheduleD/RevenueSubtotalAmt06942139
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management believes all of its significant tax positions would be upheld under examination; therefore, no provision for income tax has been recorded.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0115383
IRS990ScheduleD/TotalExpensesPerForm990Amt06876733
IRS990ScheduleD/TotalRevenuePerForm990Amt06942139
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06942139
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06876733
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The organization receives financial assistance from the U.S. and California Departments of Education and the County of Ventura, California as part of its operation as a California public charter school. Additionally, funding from local property taxes is passed through the Pleasant Valley Unified School District to the organization.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1As a public charter school, the organization includes a nondiscriminatory policy within its approved charter petition. The charter petition is a public document available on the organization's website.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2The organization is a public charter school that operates tuition-free; therefore, scholarships and financial assistance are not applicable.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The tax returns are reviewed by a committee of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Policies and disclosures are reviewed on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation information is reviewed by an independent committee established by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are available at the main office during normal business hours upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,581,223
Liabilities
$932,303
Net assets
$3,648,920
Revenue
$6,942,139
Expenses
$6,876,733
Net income
$65,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.19$2.04$5.15$11.4$10.9$0.56
2023Detailed filing. Detailed filing data is available for this year.$7.04$2.45$4.59$9.79$9.32$0.48
2022Detailed filing. Detailed filing data is available for this year.$5.20$1.09$4.11$8.69$8.18$0.50
2021Detailed filing. Detailed filing data is available for this year.$5.27$1.67$3.61$7.70$7.60$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.06$1.55$3.51$7.40$7.58$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.85$1.17$3.69$7.81$7.67$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.67$1.12$3.55$7.27$7.37$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.58$0.93$3.65$6.94$6.88$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.36$0.77$3.58$6.79$6.35$0.45
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.73$3.14$5.89$5.47$0.42
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.68$2.72$5.55$5.15$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.76$2.32$4.72
2012Summary only. Only limited summary data is available for this year.$2.57$0.80$1.77$5.19$4.84$0.35
2011Summary only. Only limited summary data is available for this year.$1.89$0.47$1.42$5.01$4.58$0.44