Civic Intelligence

Innovations Academy

990 • Fiscal year 2023 • EIN 26-0418421

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A
5454 Ruffin RdSan Diego, CA 92123

(888) 994-2762

Siviq Scores

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

Liabilities / Assets

65th percentile

0.27x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.23x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$166,153

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

87th percentile

39%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$5,474,649

Up $1,522,014 (+39%) from 2022

Net Assets

Up

$4,012,243

Up $663,922 (+20%) from 2022

Liabilities

Up

$1,462,406

Up $858,092 (+142%) from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin64th percentile

Revenue

Up

$6,224,077

Up $872,001 (+16%) from 2022

Expenses

Up

$5,560,155

Up $675,450 (+14%) from 2022

Net Income

Up

$663,922

Up $196,551 (+42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $726,991Liabilities 2012: $205,489Net Assets 2012: $521,5022012Assets 2013: $922,391Liabilities 2013: $242,505Net Assets 2013: $679,8862013Assets 2014: $1,196,021Liabilities 2014: $132,654Net Assets 2014: $1,063,3672014Assets 2015: $1,358,219Liabilities 2015: $49,148Net Assets 2015: $1,309,0712015Assets 2016: $1,751,440Liabilities 2016: $93,734Net Assets 2016: $1,657,7062016Assets 2017: $1,866,123Liabilities 2017: $104,612Net Assets 2017: $1,761,5112017Assets 2018: $1,841,963Liabilities 2018: $96,779Net Assets 2018: $1,745,1842018Assets 2019: $2,280,548Liabilities 2019: $76,269Net Assets 2019: $2,204,2792019Assets 2020: $2,665,455Liabilities 2020: $123,632Net Assets 2020: $2,541,8232020Assets 2021: $3,273,360Liabilities 2021: $392,410Net Assets 2021: $2,880,9502021Assets 2022: $3,952,635Liabilities 2022: $604,314Net Assets 2022: $3,348,3212022Assets 2023: $5,474,649Liabilities 2023: $1,462,406Net Assets 2023: $4,012,2432023Assets 2024: $5,275,527Liabilities 2024: $1,318,944Net Assets 2024: $3,956,5832024

Highlighted filing

2023

Assets$5,474,649
Liabilities$1,462,406
Net Assets$4,012,243
Open 2023 Filing

Operations Trend

Revenue Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,750,1882012Expenses 2013: $2,086,6202013Revenue 2014: $2,494,004Expenses 2014: $2,110,523Net Income 2014: $383,4812014Revenue 2015: $2,650,260Expenses 2015: $2,404,556Net Income 2015: $245,7042015Revenue 2016: $3,147,993Expenses 2016: $2,799,358Net Income 2016: $348,6352016Revenue 2017: $3,469,927Expenses 2017: $3,366,122Net Income 2017: $103,8052017Revenue 2018: $3,442,726Expenses 2018: $3,459,053Net Income 2018: -$16,3272018Revenue 2019: $4,011,869Expenses 2019: $3,552,774Net Income 2019: $459,0952019Revenue 2020: $3,877,339Expenses 2020: $3,539,795Net Income 2020: $337,5442020Revenue 2021: $4,275,007Expenses 2021: $3,935,880Net Income 2021: $339,1272021Revenue 2022: $5,352,076Expenses 2022: $4,884,705Net Income 2022: $467,3712022Revenue 2023: $6,224,077Expenses 2023: $5,560,155Net Income 2023: $663,9222023Revenue 2024: $6,376,170Expenses 2024: $6,461,349Net Income 2024: -$85,1792024

Highlighted filing

2023

Revenue$6,224,077
Expenses$5,560,155
Net Income$663,922
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$6,224,077
Mission and Program Overview

Mission

The mission of the organization is to teach students to powerfully create their lives through self-expression, compassionate connection, and purposeful learning.

To teach students to powerfully create their lives through self-expression.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,308,609$4,469,107▲ $1,160,498
Accounts Receivable$450,615$813,359▲ $362,744
Land, Buildings, and Equipment, Net$159,067$127,981▼ $31,086
Prepaid Expenses and Deferred Charges$34,344$64,202▲ $29,858
Savings and Temporary Cash Investments-$0-
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$3,952,635$5,474,649▲ $1,522,014
Other Assets Total-$0-
Liabilities
Deferred Revenue$395,821$1,080,181▲ $684,360
Accounts Payable and Accrued Expenses$208,493$382,225▲ $173,732
Total Liabilities$604,314$1,462,406▲ $858,092
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,338,522$4,009,307▲ $670,785
Net Assets With Donor Restrictions$9,799$2,936▼ $6,863
Total Net Assets Fund Balance$3,348,321$4,012,243▲ $663,922
Total Liabilities and Net Assets / Fund Balance$3,952,635$5,474,649▲ $1,522,014

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$66,825$130,131$196,956
Other Land Buildings$50,000-$50,000
Buildings$11,156$959$12,115
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine KuglenExecutive DirectorFT$127,166$38,987$166,153
Devon WoodruffDirectorFT$70,981$18,161$89,142
Cassidy PlattDirectorFT$68,305$20,008$88,313
Anthony SpitzbergFormer Officer-$8,528$2,849$11,377

Board Members and Trustees

NameTitle
Nathan CooperPresident
Danielle StrachmanDirector
Faraz SharafiSecretary
Stephen RosenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,253,238
Program Service Revenue
$0
Investment Income
$-29,161
Other Revenue
$0
All Other Contributions
$233,647
Change in Net Assets
$663,922

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,224,077
Total Revenue per Audited Statements
$6,224,077
Total Revenue per Form 990
$6,224,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,893,657
Other Expenses$1,666,498
Total Fundraising Expense$6,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,387,053$259,152-$2,646,205
Pension Plan Contributions$516,550$95,872-$612,422
Fees for Services Other$268,089$193,563-$461,652
Current Officers, Directors, Trustees, and Key Employees$76,833$198,148-$274,981
Other Employee Benefits$228,604$42,429-$271,033
Office Expenses$224,001--$224,001
Payroll Taxes$75,081$13,935-$89,016
All Other Expenses$51,344$27,201$6,625$85,170
Fees for Services Management-$66,008-$66,008
Fees for Services Legal-$56,712-$56,712
Insurance-$48,282-$48,282
Other Expenses$47,819--$47,819
Depreciation Depletion$40,350--$40,350
Conferences and Meetings$31,634--$31,634
Advertising-$655-$655
Total Functional Expenses$4,551,573$1,001,957$6,625$5,560,155

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,560,155
Total Expenses per Audited Statements$5,560,155
Total Expenses per Form 990$5,560,155
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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

“Form 990 will be brought to board for review and approval at an open meeting.”

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

“All cabinet level employees are required to fill out form 700 conflict of interest statements on a yearly basis. Forms 700 are submitted to the board of supervisors and the original copy is kept on file at the charter school site.”

Form 990, Part VI, Section B, Line 15B

“Salary research is done by the board for key employee contracts.”

Form 990, Part VI, Section C, Line 19

“All governing documents are maintained at the school and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Innovations Academy
EIN
26-0418421
Address
5454 RUFFIN RD, SAN DIEGO, CA 92123

Signing Officer

Name
Christine Kuglen
Title
Director
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Kuglen
Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
92

Preparer

Firm
Wilkinson Hadley King & Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
Kevin Sproul
Phone
6194476700
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The school follows provisions of uncertain tax positions as addressed in asc 958. The school recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provisions, when applicable.”

Raw XML AppendixShowing 400 of 460 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0208493
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0382225
IRS990/AccountsReceivableGrp/BOYAmt0450615
IRS990/AccountsReceivableGrp/EOYAmt0813359
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO TEACH STUDENTS TO POWERFULLY CREATE THEIR LIVES THROUGH SELF-EXPRESSION.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0655
IRS990/AdvertisingGrp/TotalAmt0655
IRS990/AllOtherContributionsAmt0233647
IRS990/AllOtherExpensesGrp/FundraisingAmt06625
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt027201
IRS990/AllOtherExpensesGrp/ProgramServicesAmt051344
IRS990/AllOtherExpensesGrp/TotalAmt085170
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CSMC
IRS990/BooksInCareOfDetail/PhoneNum08889942762
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt043460 RIDGE PARK DR STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03308609
IRS990/CashNonInterestBearingGrp/EOYAmt04469107
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0198148
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt076833
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0274981
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt031634
IRS990/ConferencesMeetingsGrp/TotalAmt031634
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06253238
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-29161
IRS990/CYOtherExpensesAmt01666498
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0663922
IRS990/CYSalariesCompEmpBnftPaidAmt03893657
IRS990/CYTotalExpensesAmt05560155
IRS990/CYTotalFundraisingExpenseAmt06625
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06224077
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0395821
IRS990/DeferredRevenueGrp/EOYAmt01080181
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt040350
IRS990/DepreciationDepletionGrp/TotalAmt040350
IRS990/Desc0OPERATION OF A PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADE K-8.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt09799
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02936
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt092
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04551573
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt056712
IRS990/FeesForServicesLegalGrp/TotalAmt056712
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt066008
IRS990/FeesForServicesManagementGrp/TotalAmt066008
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0193563
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0268089
IRS990/FeesForServicesOtherGrp/TotalAmt0461652
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt038987
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt118161
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220008
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt32849
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTINE KUGLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1DEVON WOODRUFF
IRS990/Form990PartVIISectionAGrp/PersonNm2CASSIDY PLATT
IRS990/Form990PartVIISectionAGrp/PersonNm3ANTHONY SPITZBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4NATHAN COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHEN ROSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIELLE STRACHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7FARAZ SHARAFI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0127166
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170981
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt268305
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt38528
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3FORMER OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt06019591
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06224077
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt048282
IRS990/InsuranceGrp/TotalAmt048282
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0-29161
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-29161
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0131090
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0159067
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0127981
IRS990/LandBldgEquipCostOrOtherBssAmt0259071
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO TEACH STUDENTS TO POWERFULLY CREATE THEIR LIVES THROUGH SELF-EXPRESSION, COMPASSIONATE CONNECTION, AND PURPOSEFUL LEARNING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03348321
IRS990/NetAssetsOrFundBalancesEOYAmt04012243
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03338522
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04009307
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0224001
IRS990/OfficeExpensesGrp/TotalAmt0224001
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042429
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0228604
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0271033
IRS990/OtherExpensesGrp/Desc0BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc1STUDENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2OPERATIONS & HOUSEKEEPING
IRS990/OtherExpensesGrp/Desc3NONCAPITALIZED EQUIPMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt0321465
IRS990/OtherExpensesGrp/ProgramServicesAmt1202901
IRS990/OtherExpensesGrp/ProgramServicesAmt279849
IRS990/OtherExpensesGrp/ProgramServicesAmt347819
IRS990/OtherExpensesGrp/TotalAmt0321465
IRS990/OtherExpensesGrp/TotalAmt1202901
IRS990/OtherExpensesGrp/TotalAmt279849
IRS990/OtherExpensesGrp/TotalAmt347819
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0259152
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02387053
IRS990/OtherSalariesAndWagesGrp/TotalAmt02646205
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013935
IRS990/PayrollTaxesGrp/ProgramServicesAmt075081
IRS990/PayrollTaxesGrp/TotalAmt089016
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt095872
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0516550
IRS990/PensionPlanContributionsGrp/TotalAmt0612422
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034344
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064202
IRS990/PrincipalOfficerNm0CHRISTINE KUGLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05344162
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07914
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01230537
IRS990/PYRevenuesLessExpensesAmt0467371
IRS990/PYSalariesCompEmpBnftPaidAmt03654168
IRS990/PYTotalExpensesAmt04884705
IRS990/PYTotalRevenueAmt05352076
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0663922
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/BookValueAmt011156
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0959
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012115
IRS990ScheduleD/EquipmentGrp/BookValueAmt066825
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0130131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0196956
IRS990ScheduleD/ExpensesSubtotalAmt05560155
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/RevenueSubtotalAmt06224077
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE SCHOOL RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISIONS, WHEN APPLICABLE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0127981
IRS990ScheduleD/TotalExpensesPerForm990Amt05560155
IRS990ScheduleD/TotalRevenuePerForm990Amt06224077
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06224077
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05560155
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY WAS NOT PUBLICIZED THROUGH PAPER OR BROADCAST MEDIA HOWEVER, THE SCHOOL MAKES ITS POLICY PUBLICLY AVAILABLE THROUGH ITS GOVERNING DOCUMENTS WHICH ARE POSTED ON THE SCHOOL'S WEBSITE.
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt08528
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1127166
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt01697
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt129691
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt01152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt19296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANTHONY SPITZBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHRISTINE KUGLEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt011377
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1166153
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE BROUGHT TO BOARD FOR REVIEW AND APPROVAL AT AN OPEN MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL CABINET LEVEL EMPLOYEES ARE REQUIRED TO FILL OUT FORM 700 CONFLICT OF INTEREST STATEMENTS ON A YEARLY BASIS. FORMS 700 ARE SUBMITTED TO THE BOARD OF SUPERVISORS AND THE ORIGINAL COPY IS KEPT ON FILE AT THE CHARTER SCHOOL SITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY RESEARCH IS DONE BY THE BOARD FOR KEY EMPLOYEE CONTRACTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE MAINTAINED AT THE SCHOOL AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03952635
IRS990/TotalAssetsEOYAmt05474649
IRS990/TotalAssetsGrp/BOYAmt03952635
IRS990/TotalAssetsGrp/EOYAmt05474649
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt06253238
IRS990/TotalEmployeeCnt092
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06625
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01001957
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04551573
IRS990/TotalFunctionalExpensesGrp/TotalAmt05560155

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,474,649
Liabilities
$1,462,406
Net assets
$4,012,243
Revenue
$6,224,077
Expenses
$5,560,155
Net income
$663,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.28$1.32$3.96$6.38$6.46$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.47$1.46$4.01$6.22$5.56$0.66
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.60$3.35$5.35$4.88$0.47
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.39$2.88$4.28$3.94$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.12$2.54$3.88$3.54$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.08$2.20$4.01$3.55$0.46
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.10$1.75$3.44$3.46$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.10$1.76$3.47$3.37$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.09$1.66$3.15$2.80$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.05$1.31$2.65$2.40$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.13$1.06$2.49$2.11$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.24$0.68$2.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.21$0.52$1.75