Civic Intelligence

Family Partnership Home Study Charter School

990 • Fiscal year 2018 • EIN 20-5246370

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 28, 2018

PO Box 490Santa Maria, CA 93456

(805) 348-3333

Siviq Scores

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

Liabilities / Assets

55th percentile

0.12x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

26th percentile

-5.7%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

7th percentile

-19%

Faster asset growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-3.3%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$920,437

Down $214,772 (-19%) from 2017

Net Assets

Down

$811,291

Down $213,848 (-21%) from 2017

Liabilities

Down

$109,146

Down $924 (-0.8%) from 2017

Revenue

Down

$3,747,904

Down $126,094 (-3.3%) from 2017

Expenses

Up

$3,961,752

Up $98,619 (+2.6%) from 2017

Net Income

Down

-$213,848

Down $224,713 (-2068%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,366,375Liabilities 2011: $196,406Net Assets 2011: $1,169,9692011Assets 2012: $1,093,532Liabilities 2012: $80,536Net Assets 2012: $1,012,9962012Assets 2013: $1,007,629Liabilities 2013: $94,611Net Assets 2013: $913,0182013Assets 2014: $1,098,543Liabilities 2014: $75,207Net Assets 2014: $1,023,3362014Assets 2015: $1,051,263Liabilities 2015: $131,430Net Assets 2015: $919,8332015Assets 2016: $1,346,244Liabilities 2016: $331,970Net Assets 2016: $1,014,2742016Assets 2017: $1,135,209Liabilities 2017: $110,070Net Assets 2017: $1,025,1392017Assets 2018: $920,437Liabilities 2018: $109,146Net Assets 2018: $811,2912018Assets 2019: $783,091Liabilities 2019: $116,557Net Assets 2019: $666,5342019Assets 2020: $1,447,688Liabilities 2020: $131,637Net Assets 2020: $1,316,0512020Assets 2021: $1,892,801Liabilities 2021: $118,496Net Assets 2021: $1,774,3052021Assets 2022: $2,740,233Liabilities 2022: $130,114Net Assets 2022: $2,610,1192022Assets 2023: $3,129,930Liabilities 2023: $1,159,125Net Assets 2023: $1,970,8052023Assets 2024: $3,394,490Liabilities 2024: $1,091,725Net Assets 2024: $2,302,7652024

Highlighted filing

2018

Assets$920,437
Liabilities$109,146
Net Assets$811,291

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,144,006Expenses 2011: $2,659,350Net Income 2011: $484,6562011Revenue 2012: $2,428,760Expenses 2012: $2,585,733Net Income 2012: -$156,9732012Revenue 2013: $2,424,191Expenses 2013: $2,524,169Net Income 2013: -$99,9782013Revenue 2014: $2,740,835Expenses 2014: $2,630,517Net Income 2014: $110,3182014Revenue 2015: $2,770,974Expenses 2015: $2,874,477Net Income 2015: -$103,5032015Revenue 2016: $4,335,275Expenses 2016: $4,240,834Net Income 2016: $94,4412016Revenue 2017: $3,873,998Expenses 2017: $3,863,133Net Income 2017: $10,8652017Revenue 2018: $3,747,904Expenses 2018: $3,961,752Net Income 2018: -$213,8482018Revenue 2019: $3,789,455Expenses 2019: $3,934,212Net Income 2019: -$144,7572019Revenue 2020: $4,532,763Expenses 2020: $3,883,246Net Income 2020: $649,5172020Revenue 2021: $4,495,668Expenses 2021: $4,037,414Net Income 2021: $458,2542021Revenue 2022: $4,938,303Expenses 2022: $4,048,204Net Income 2022: $890,0992022Revenue 2023: $5,194,509Expenses 2023: $4,967,693Net Income 2023: $226,8162023Revenue 2024: $5,678,356Expenses 2024: $5,346,396Net Income 2024: $331,9602024

Highlighted filing

2018

Revenue$3,747,904
Expenses$3,961,752
Net Income-$213,848
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 28, 2018
Return Version
2017v2.2
Gross Receipts
$3,747,904
Mission and Program Overview

Mission

To develop and implement a comprehensive framework to enable and support parents from a wide variety of educational levels to educate students in a k-12 home study environment. The school develops a full partnership with students, parents, faculty, staff, and community based organizations to fulfill this mission. The goal is to develop a "complete" student with academic tools, social skills, self-esteem, and character to succeed in school and life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$673,597$585,357▼ $88,240
Cash and Non-Interest-Bearing Accounts$117,573$183,721▲ $66,148
Accounts Receivable$275,746$140,749▼ $134,997
Prepaid Expenses and Deferred Charges$66,057$9,654▼ $56,403
Land, Buildings, and Equipment, Net$2,236$956▼ $1,280
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$1,135,209$920,437▼ $214,772
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$110,070$109,146▼ $924
Total Liabilities$110,070$109,146▼ $924
Net Assets / Fund Balance
Unrestricted Net Assets$972,398$758,550▼ $213,848
Temporarily Rstr Net Assets$52,741$52,741→ $0
Total Net Assets Fund Balance$1,025,139$811,291▼ $213,848
Total Liabilities and Net Assets / Fund Balance$1,135,209$920,437▼ $214,772

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$956$11,840$12,796
Compensation and Service Providers

Board Members and Trustees

NameTitle
Theresa CappellettyPresident
Kathy GrbacExecutive Director
Jillian HarmonTrustee
Laura GonzalezTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$3,717,211
Program Service Revenue
$21,368
Investment Income
$9,325
Other Revenue
$0
Change in Net Assets
$-213,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,956,460
Other Expenses$1,005,292
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,062,080$253,614-$2,315,694
Occupancy$335,651$19,025-$354,676
Pension Plan Contributions$265,769$32,687-$298,456
Other Employee Benefits$246,488$30,315-$276,803
Fees for Services Other$204,178$22,687-$226,865
Travel$59,897$6,655-$66,552
Payroll Taxes$58,333$7,174-$65,507
Other Expenses$25,027$2,781-$27,808
Insurance$20,812$2,312-$23,124
All Other Expenses-$15,752-$15,752
Depreciation Depletion-$1,280-$1,280
Total Functional Expenses$3,555,393$406,359$0$3,961,752
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

Form 990 is prepared by an independent cpa firm and reviewed by management upon receipt. Any questions or changes are resolved with the cpa firm. The form 990 is then sent to governing council members via email for governing council review and approval, prior to filing the form. Again, any questions that arise from council members are resolved prior to filing the form 990. A board resolution is not required in order for the form 990 to be filed.

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

Governing council secretary distributes conflict of interest disclosure statements to governing council members and designated employees to complete, disclosing any conflicts of interest. Forms are distributed upon assuming office, leaving office, and annually. Related party confirmations are part of each annual audit. Forms are reviewed for any conflicts. If conflicts are noted, the governing council reviews cases on an individual basis, and makes decisions by quorum. Potential vendors are reviewed for any conflicts prior to engaging in business with them.

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

The compensation review policy applies to the position of executive director and other key employees. The compensation review policy process includes (1) review and approval of proposed compensation and pertinent data by the governing council or executive director, (2) use of data as to comparable compensation, and (3) contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

SAME AS ABOVE.

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

Governing council reviews and approves all governing documents, policies, and financial statements at regularly scheduled public meetings that are disclosed in advance and managed according to the brown act. Any of these documents are available upon written request, including email, and are fulfilled within 10 business days.

Filing and Contact Details

Filer

Filer Name
Family Partnership Home Study Charter
EIN
20-5246370
Phone
8053483333
Address
PO BOX 490, SANTA MARIA, CA 93456

Signing Officer

Name
Andrea Drake
Title
CBO
Signed
2018-11-28
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
4
Employees
37
Volunteers
10

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Travis Hole CPA
Phone
8059252579
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt011840
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012796
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0956
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY MANAGEMENT UPON RECEIPT. ANY QUESTIONS OR CHANGES ARE RESOLVED WITH THE CPA FIRM. THE FORM 990 IS THEN SENT TO GOVERNING COUNCIL MEMBERS VIA EMAIL FOR GOVERNING COUNCIL REVIEW AND APPROVAL, PRIOR TO FILING THE FORM. AGAIN, ANY QUESTIONS THAT ARISE FROM COUNCIL MEMBERS ARE RESOLVED PRIOR TO FILING THE FORM 990. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING COUNCIL SECRETARY DISTRIBUTES CONFLICT OF INTEREST DISCLOSURE STATEMENTS TO GOVERNING COUNCIL MEMBERS AND DESIGNATED EMPLOYEES TO COMPLETE, DISCLOSING ANY CONFLICTS OF INTEREST. FORMS ARE DISTRIBUTED UPON ASSUMING OFFICE, LEAVING OFFICE, AND ANNUALLY. RELATED PARTY CONFIRMATIONS ARE PART OF EACH ANNUAL AUDIT. FORMS ARE REVIEWED FOR ANY CONFLICTS. IF CONFLICTS ARE NOTED, THE GOVERNING COUNCIL REVIEWS CASES ON AN INDIVIDUAL BASIS, AND MAKES DECISIONS BY QUORUM. POTENTIAL VENDORS ARE REVIEWED FOR ANY CONFLICTS PRIOR TO ENGAGING IN BUSINESS WITH THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION REVIEW POLICY APPLIES TO THE POSITION OF EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES. THE COMPENSATION REVIEW POLICY PROCESS INCLUDES (1) REVIEW AND APPROVAL OF PROPOSED COMPENSATION AND PERTINENT DATA BY THE GOVERNING COUNCIL OR EXECUTIVE DIRECTOR, (2) USE OF DATA AS TO COMPARABLE COMPENSATION, AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SAME AS ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING COUNCIL REVIEWS AND APPROVES ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AT REGULARLY SCHEDULED PUBLIC MEETINGS THAT ARE DISCLOSED IN ADVANCE AND MANAGED ACCORDING TO THE BROWN ACT. ANY OF THESE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST, INCLUDING EMAIL, AND ARE FULFILLED WITHIN 10 BUSINESS DAYS.
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 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTERING PUBLIC SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04949 FOXEN CANYON ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA MARIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093454
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt052741
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01135209
IRS990/TotalAssetsGrp/EOYAmt0920437
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03717211
IRS990/TotalEmployeeCnt037
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0406359
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03555393
IRS990/TotalFunctionalExpensesGrp/TotalAmt03961752
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0110070
IRS990/TotalLiabilitiesEOYAmt0109146
IRS990/TotalLiabilitiesGrp/BOYAmt0110070
IRS990/TotalLiabilitiesGrp/EOYAmt0109146
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01025139
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0811291
IRS990/TotalProgramServiceExpensesAmt03555393
IRS990/TotalProgramServiceRevenueAmt021368
IRS990/TotalRevenueGrp/ExclusionAmt09325
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021368
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03747904
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01135209
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0920437
IRS990/TravelGrp/ManagementAndGeneralAmt06655
IRS990/TravelGrp/ProgramServicesAmt059897
IRS990/TravelGrp/TotalAmt066552
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0972398
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0758550
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0FPCHARTER.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA DRAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CBO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAMILY PARTNERSHIP HOME STUDY CHARTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0205246370
ReturnHeader/Filer/PhoneNum08053483333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 490
ReturnHeader/Filer/USAddress/CityNm0SANTA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093456

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$1.09$2.30$5.68$5.35$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$1.16$1.97$5.19$4.97$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.13$2.61$4.94$4.05$0.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.12$1.77$4.50$4.04$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.13$1.32$4.53$3.88$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.12$0.67$3.79$3.93$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.11$0.81$3.75$3.96$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.11$1.03$3.87$3.86$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.33$1.01$4.34$4.24$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.13$0.92$2.77$2.87$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.08$1.02$2.74$2.63$0.11
2013Summary only. Only limited summary data is available for this year.$1.01$0.09$0.91$2.42$2.52$0.10
2012Summary only. Only limited summary data is available for this year.$1.09$0.08$1.01$2.43$2.59$0.16
2011Summary only. Only limited summary data is available for this year.$1.37$0.20$1.17$3.14$2.66$0.48