Civic Intelligence

Soar Charter Academy

990 • Fiscal year 2016 • EIN 26-0817715

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

198 West Mill StreetSan Bernardino, CA 92408

(909) 888-3300

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.36x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.11x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

56th percentile

4.3%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$130,330

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

89th percentile

38%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,424,110

Up $389,129 (+38%) from 2015

Net Assets

Up

$916,859

Up $198,860 (+28%) from 2015

Liabilities

Up

$507,251

Up $190,269 (+60%) from 2015

Revenue

Up

$4,587,729

Up $815,407 (+22%) from 2015

Expenses

Up

$4,388,869

Up $614,016 (+16%) from 2015

Net Income

Up

$198,860

Up $201,391 (+7957%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $1,253,256Liabilities 2013: $434,703Net Assets 2013: $818,5532013Assets 2014: $809,243Liabilities 2014: $88,713Net Assets 2014: $720,5302014Assets 2015: $1,034,981Liabilities 2015: $316,982Net Assets 2015: $717,9992015Assets 2016: $1,424,110Liabilities 2016: $507,251Net Assets 2016: $916,8592016Assets 2017: $1,474,289Liabilities 2017: $523,838Net Assets 2017: $950,4512017Assets 2018: $1,597,121Liabilities 2018: $394,217Net Assets 2018: $1,202,9042018Assets 2019: $1,962,805Liabilities 2019: $470,148Net Assets 2019: $1,492,6572019Assets 2020: $2,932,719Liabilities 2020: $1,225,222Net Assets 2020: $1,707,4972020Assets 2021: $3,325,312Liabilities 2021: $634,378Net Assets 2021: $2,690,9342021Assets 2022: $4,375,075Liabilities 2022: $1,659,998Net Assets 2022: $2,715,0772022Assets 2023: $5,386,572Liabilities 2023: $2,674,974Net Assets 2023: $2,711,5982023Assets 2024: $4,007,738Liabilities 2024: $1,557,704Net Assets 2024: $2,450,0342024

Highlighted filing

2016

Assets$1,424,110
Liabilities$507,251
Net Assets$916,859

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2013: $2,856,1632013Revenue 2014: $3,496,380Expenses 2014: $3,594,403Net Income 2014: -$98,0232014Revenue 2015: $3,772,322Expenses 2015: $3,774,853Net Income 2015: -$2,5312015Revenue 2016: $4,587,729Expenses 2016: $4,388,869Net Income 2016: $198,8602016Revenue 2017: $4,860,910Expenses 2017: $4,827,318Net Income 2017: $33,5922017Revenue 2018: $5,326,720Expenses 2018: $5,074,267Net Income 2018: $252,4532018Revenue 2019: $5,866,233Expenses 2019: $5,576,481Net Income 2019: $289,7522019Revenue 2020: $5,808,447Expenses 2020: $5,593,607Net Income 2020: $214,8402020Revenue 2021: $6,942,375Expenses 2021: $5,958,938Net Income 2021: $983,4372021Revenue 2022: $6,626,934Expenses 2022: $6,602,791Net Income 2022: $24,1432022Revenue 2023: $8,120,468Expenses 2023: $8,123,947Net Income 2023: -$3,4792023Revenue 2024: $8,950,588Expenses 2024: $9,212,152Net Income 2024: -$261,5642024

Highlighted filing

2016

Revenue$4,587,729
Expenses$4,388,869
Net Income$198,860
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$4,587,729
Mission and Program Overview

Mission

To equip students to become independent critical thinkers. Our program will instill the values of making a positive impact by serving our community. Our emphasis on the whole child will produce leaders that not only excel beyond the state's academic standards but also become well-rounded, creative, life-long learners who will be prepared to make a difference in the 21st century.

To provide a dynamic standards-based education for every child in the diverse community using an integrated curriculum stressing academic excellence and character development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$485,829$559,754▲ $73,925
Cash and Non-Interest-Bearing Accounts$401,110$406,582▲ $5,472
Land, Buildings, and Equipment, Net$99,807$386,412▲ $286,605
Prepaid Expenses and Deferred Charges$18,165$51,497▲ $33,332
Total Assets$1,034,981$1,424,110▲ $389,129
Other Assets Total$30,070$19,865▼ $10,205
Liabilities
Accounts Payable and Accrued Expenses$155,281$310,353▲ $155,072
Deferred Revenue$161,701$196,898▲ $35,197
Total Liabilities$316,982$507,251▲ $190,269
Net Assets / Fund Balance
Unrestricted Net Assets$717,999$916,859▲ $198,860
Total Net Assets Fund Balance$717,999$916,859▲ $198,860
Total Liabilities and Net Assets / Fund Balance$1,034,981$1,424,110▲ $389,129

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$283,765$29,809$313,574
Equipment$102,647$65,353$168,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trisha LancasterExecutive DiFT$119,924$10,406$130,330
Kristin KrausDirector ofFT$103,117$8,940$112,057
Suzie DrydenBoard MemberFT$99,007$8,692$107,699

Board Members and Trustees

NameTitle
Tony BoenziPresident
Dominic ZareckiMember
Donovan CollierMember
Mark ArmentaMember
Revenue and Support

Revenue Composition

Contributions and Grants
$4,564,701
Program Service Revenue
$8,028
Investment Income
$0
Other Revenue
$15,000
All Other Contributions
$98,614
Change in Net Assets
$198,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,587,729
Total Revenue per Audited Statements
$4,587,729
Total Revenue per Form 990
$4,587,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,728,337
Other Expenses$1,660,532
Total Fundraising Expense$35,552
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,612,961$204,636-$1,817,597
Fees for Services Management-$433,559-$433,559
Current Officers, Directors, Trustees, and Key Employees$341,178--$341,178
Other Employee Benefits$305,702$31,873-$337,575
Office Expenses$229,776$63,156-$292,932
Pension Plan Contributions$123,248$15,206-$138,454
Occupancy$91,915$10,921-$102,836
Payroll Taxes$84,797$8,736-$93,533
Other Expenses$90,162$12,539$22,988$90,162
Depreciation Depletion-$69,261-$69,261
Advertising$43,732$4,647$12,564$60,943
Information Technology$50,689$1,712-$52,401
Fees for Services Other$24,506$24,166-$48,672
Insurance$31,115$3,305-$34,420
Fees for Services Legal-$12,158-$12,158
Travel$10,351$1,230-$11,581
Fees for Services Accounting-$9,519-$9,519
Interest-$5-$5
Total Functional Expenses$3,446,688$906,629$35,552$4,388,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,388,869
Total Expenses per Audited Statements$4,388,869
Total Expenses per Form 990$4,388,869
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
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, Page 6, Part VI, Line 11B

Form 990 is reviewed by school's management company before filing.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest statements are required to be filed each year & upon assuming office.

Form 990, Page 6, Part VI, Line 15A

Salaries are reviewed by the school's management company.

Form 990, Page 6, Part VI, Line 15B

SAME AS ABOVE.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Soar Charter Academy
EIN
26-0817715
Phone
9098883300
Address
198 WEST MILL STREET, SAN BERNARDINO, CA 92408

Signing Officer

Name
Tony Boenzi
Title
President
Phone
9098883300
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Boenzi
Formed
2007
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
46
Volunteers
132

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Derrick Debruyne CPA
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

The school is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.

Raw XML Appendix383 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/BOYAmt0155281
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0310353
IRS990/AccountsReceivableGrp/BOYAmt0485829
IRS990/AccountsReceivableGrp/EOYAmt0559754
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A DYNAMIC STANDARDS-BASED EDUCATION FOR EVERY CHILD IN THE DIVERSE COMMUNITY USING AN INTEGRATED CURRICULUM STRESSING ACADEMIC EXCELLENCE AND CHARACTER DEVELOPMENT.
IRS990/AdvertisingGrp/FundraisingAmt012564
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04647
IRS990/AdvertisingGrp/ProgramServicesAmt043732
IRS990/AdvertisingGrp/TotalAmt060943
IRS990/AllOtherContributionsAmt098614
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARTER IMPACT
IRS990/BooksInCareOfDetail/PhoneNum08884740322
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015260 VENTURA BLVD SUITE 1700
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHERMAN OAKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091403
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0401110
IRS990/CashNonInterestBearingGrp/EOYAmt0406582
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0341178
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0341178
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04564701
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01660532
IRS990/CYOtherRevenueAmt015000
IRS990/CYProgramServiceRevenueAmt08028
IRS990/CYRevenuesLessExpensesAmt0198860
IRS990/CYSalariesCompEmpBnftPaidAmt02728337
IRS990/CYTotalExpensesAmt04388869
IRS990/CYTotalFundraisingExpenseAmt035552
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04587729
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0161701
IRS990/DeferredRevenueGrp/EOYAmt0196898
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt069261
IRS990/DepreciationDepletionGrp/TotalAmt069261
IRS990/Desc0TO OPERATE A PUBLIC CHARTER SCHOOL SERVING KINDERGARTEN THROUGH EIGHTH GRADE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt046
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03446688
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09519
IRS990/FeesForServicesAccountingGrp/TotalAmt09519
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012158
IRS990/FeesForServicesLegalGrp/TotalAmt012158
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0433559
IRS990/FeesForServicesManagementGrp/TotalAmt0433559
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt024166
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt024506
IRS990/FeesForServicesOtherGrp/TotalAmt048672
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
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/OtherCompensationAmt08692
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510406
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt68940
IRS990/Form990PartVIISectionAGrp/PersonNm0SUZIE DRYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm1TONY BOENZI
IRS990/Form990PartVIISectionAGrp/PersonNm2DOMINIC ZARECKI
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK ARMENTA
IRS990/Form990PartVIISectionAGrp/PersonNm4DONOVAN COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm5TRISHA LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm6KRISTIN KRAUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt099007
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5119924
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6103117
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt04466087
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04587729
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01712
IRS990/InformationTechnologyGrp/ProgramServicesAmt050689
IRS990/InformationTechnologyGrp/TotalAmt052401
IRS990/InsuranceGrp/ManagementAndGeneralAmt03305
IRS990/InsuranceGrp/ProgramServicesAmt031115
IRS990/InsuranceGrp/TotalAmt034420
IRS990/InterestGrp/ManagementAndGeneralAmt05
IRS990/InterestGrp/TotalAmt05
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt095162
IRS990/LandBldgEquipBasisNetGrp/BOYAmt099807
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0386412
IRS990/LandBldgEquipCostOrOtherBssAmt0481574
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A DYNAMIC STANDARDS-BASED EDUCATION FOR EVERY CHILD IN THE DIVERSE COMMUNITY USING AN INTEGRATED CURRICULUM STRESSING ACADEMIC EXCELLENCE AND CHARACTER DEVELOPMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0717999
IRS990/NetAssetsOrFundBalancesEOYAmt0916859
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt010921
IRS990/OccupancyGrp/ProgramServicesAmt091915
IRS990/OccupancyGrp/TotalAmt0102836
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt063156
IRS990/OfficeExpensesGrp/ProgramServicesAmt0229776
IRS990/OfficeExpensesGrp/TotalAmt0292932
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030070
IRS990/OtherAssetsTotalGrp/EOYAmt019865
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031873
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0305702
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0337575
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/FundraisingAmt022988
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012539
IRS990/OtherExpensesGrp/ProgramServicesAmt0406556
IRS990/OtherExpensesGrp/ProgramServicesAmt190162
IRS990/OtherExpensesGrp/TotalAmt0442083
IRS990/OtherExpensesGrp/TotalAmt190162
IRS990/OtherRevenueMiscGrp/Desc0OTHER FEES AND CONTRACTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015000
IRS990/OtherRevenueTotalAmt015000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0204636
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01612961
IRS990/OtherSalariesAndWagesGrp/TotalAmt01817597
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08736
IRS990/PayrollTaxesGrp/ProgramServicesAmt084797
IRS990/PayrollTaxesGrp/TotalAmt093533
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015206
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0123248
IRS990/PensionPlanContributionsGrp/TotalAmt0138454
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018165
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051497
IRS990/PrincipalOfficerNm0TONY BOENZI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FOOD SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08028
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03768013
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt01326687
IRS990/PYOtherRevenueAmt0765
IRS990/PYProgramServiceRevenueAmt03544
IRS990/PYRevenuesLessExpensesAmt0-2531
IRS990/PYSalariesCompEmpBnftPaidAmt02448166
IRS990/PYTotalExpensesAmt03774853
IRS990/PYTotalRevenueAmt03772322
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0198860
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08028
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0102647
IRS990ScheduleD/EquipmentGrp/DepreciationAmt065353
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0168000
IRS990ScheduleD/ExpensesSubtotalAmt04388869
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0283765
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt029809
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0313574
IRS990ScheduleD/RevenueSubtotalAmt04587729
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0386412
IRS990ScheduleD/TotalExpensesPerForm990Amt04388869
IRS990ScheduleD/TotalRevenuePerForm990Amt04587729
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04587729
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04388869
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/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1SOAR CHARTER ACADEMY IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY SCHOOL'S MANAGEMENT COMPANY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE FILED EACH YEAR & UPON ASSUMING OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES ARE REVIEWED BY THE SCHOOL'S MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SAME AS ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01034981
IRS990/TotalAssetsEOYAmt01424110
IRS990/TotalAssetsGrp/BOYAmt01034981
IRS990/TotalAssetsGrp/EOYAmt01424110
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04564701
IRS990/TotalEmployeeCnt046
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt035552
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0906629
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03446688
IRS990/TotalFunctionalExpensesGrp/TotalAmt04388869
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0316982
IRS990/TotalLiabilitiesEOYAmt0507251
IRS990/TotalLiabilitiesGrp/BOYAmt0316982
IRS990/TotalLiabilitiesGrp/EOYAmt0507251
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0717999
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0916859
IRS990/TotalOtherCompensationAmt028038
IRS990/TotalProgramServiceExpensesAmt03446688
IRS990/TotalProgramServiceRevenueAmt08028
IRS990/TotalReportableCompFromOrgAmt0322048
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04587729
IRS990/TotalVolunteersCnt0132
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01034981
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01424110
IRS990/TravelGrp/ManagementAndGeneralAmt01230
IRS990/TravelGrp/ProgramServicesAmt010351
IRS990/TravelGrp/TotalAmt011581
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0717999
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0916859
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0198 WEST MILL STREET
IRS990/USAddress/CityNm0SAN BERNARDINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092408
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SOARCHARTERACADEMY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TONY BOENZI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09098883300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOAR CHARTER ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0SOAR
ReturnHeader/Filer/EIN0260817715
ReturnHeader/Filer/PhoneNum09098883300
ReturnHeader/Filer/USAddress/AddressLine1Txt0198 WEST MILL STREET
ReturnHeader/Filer/USAddress/CityNm0SAN BERNARDINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERRICK DEBRUYNE CPA
ReturnHeader/ReturnTs02017-04-03T22:56:30+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings