Civic Intelligence

Soar Charter Academy

990 • Fiscal year 2020 • EIN 26-0817715

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

Organization ProfileWWW.SOARCHARTERACADEMY.ORG
198 W Mill StSan Bernardino, CA 92408

(909) 888-3300

Siviq Scores

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

Liabilities / Assets

71st percentile

0.42x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.21x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$167,560

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

88th percentile

49%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-1.0%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$2,932,719

Up $969,914 (+49%) from 2019

Net Assets

Up

$1,707,497

Up $214,840 (+14%) from 2019

Liabilities

Up

$1,225,222

Up $755,074 (+161%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin48th percentile

Revenue

Down

$5,808,447

Down $57,786 (-1.0%) from 2019

Expenses

Up

$5,593,607

Up $17,126 (+0.3%) from 2019

Net Income

Down

$214,840

Down $74,912 (-26%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2020

Assets$2,932,719
Liabilities$1,225,222
Net Assets$1,707,497
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

2020

Revenue$5,808,447
Expenses$5,593,607
Net Income$214,840
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$5,808,447
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 intergrated curriculum stressing academic excellence and character development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$826,056$1,310,289▲ $484,233
Savings and Temporary Cash Investments$427,310$1,025,527▲ $598,217
Land, Buildings, and Equipment, Net$619,826$515,721▼ $104,105
Prepaid Expenses and Deferred Charges$69,748$61,317▼ $8,431
Total Assets$1,962,805$2,932,719▲ $969,914
Other Assets Total$19,865$19,865→ $0
Liabilities
Unsecured Notes Loans Payable-$723,476-
Accounts Payable and Accrued Expenses$378,639$464,203▲ $85,564
Mortgage Notes Payable Secured by Investment Property$41,301--
Deferred Revenue$50,208$37,543▼ $12,665
Total Liabilities$470,148$1,225,222▲ $755,074
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,492,657$1,707,497▲ $214,840
Total Net Assets Fund Balance$1,492,657$1,707,497▲ $214,840
Total Liabilities and Net Assets / Fund Balance$1,962,805$2,932,719▲ $969,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$426,391$177,326$603,717
Equipment$49,025$324,249$373,274
Leasehold Improvements$40,305$39,153$79,458
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trisha LancasterExecutive DirectorFT$133,066$34,494$167,560
Cynthia NunezDirector of Parent Engagement and InterventionsFT$113,795$31,055$144,850
Susan DrydenDirector of Instruction Ans AssessmentFT$113,320$31,184$144,504
Kristin KrausDirector of FinanceFT$113,415$31,055$144,470
Tamara FortDirector of Human Resources and CommunicationsFT$112,245$31,055$143,300

Board Members and Trustees

NameTitle
Donovan CollierChair
Ernest CisnerosMember
Jason ValenzuelaMember
Joette CampbellMember
Lauren NewtonMember
Revenue and Support

Revenue Composition

Contributions and Grants
$5,808,447
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$106,843
Change in Net Assets
$214,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,808,447
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,808,447
Total Revenue per Form 990
$5,808,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,150,833
Other Expenses$1,442,774
Total Fundraising Expense$12,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,594,988$104,978-$2,699,966
Payroll Taxes$701,716$24,221-$725,937
Other Employee Benefits$401,397$1,719-$403,116
Current Officers, Directors, Trustees, and Key Employees$138,588$183,226-$321,814
All Other Expenses$101,329$50,647$12,886$164,862
Fees for Services Other$94,407$31,390-$125,797
Occupancy$102,245$9,456-$111,701
Depreciation Depletion$95,292$8,813-$104,105
Other Expenses$78,481$7,421-$78,481
Fees for Services Management-$61,204-$61,204
Information Technology$57,507$210-$57,717
Office Expenses$44,401$4,105-$48,506
Insurance$40,987$3,791-$44,778
Conferences and Meetings$26,639$163-$26,802
Fees for Services Accounting-$15,200-$15,200
Travel$11,890$812-$12,702
Advertising$10,132$937-$11,069
Fees for Services Legal-$3,891-$3,891
Interest-$1,072-$1,072
Total Functional Expenses$4,883,470$697,251$12,886$5,593,607

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,593,607
Total Expenses per Audited Statements$5,593,607
Total Expenses per Form 990$5,593,607
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 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
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have a committee with authority to act on its behalf.”

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

“Form 990 is reviewed by school's management and outside accounting company before filing. A copy of the return is also provided to the board of directors.”

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

“Conflict of interest statements are required to be filed each year and upon assuming the office. The board of dorectors evaluates and deliberates upon any potential conflict.”

Form 990, Part VI, Section B, Line 15

“The board reviews compensation comparison surbeys provided by the outside accounting company and approves salaries based on proposed rates.”

Form 990, Part VI, Section C, Line 19

“The organization makes it 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 W MILL ST, SAN BERNARDINO, CA 92408

Signing Officer

Name
Kristin Kraus
Title
Director of Finance
Phone
9098883300
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Kraus
Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
77
Volunteers
75

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management believes that the organization has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019865
IRS990/OtherAssetsTotalGrp/EOYAmt019865
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01719
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0401397
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0403116
IRS990/OtherExpensesGrp/Desc0STUDENT NUTRITION
IRS990/OtherExpensesGrp/Desc1DISTRICT OVERSIGHT
IRS990/OtherExpensesGrp/Desc2CAPITAL OUTLAY
IRS990/OtherExpensesGrp/Desc3SPECIAL ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0183995
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17421
IRS990/OtherExpensesGrp/ProgramServicesAmt0292200
IRS990/OtherExpensesGrp/ProgramServicesAmt191271
IRS990/OtherExpensesGrp/ProgramServicesAmt278481
IRS990/OtherExpensesGrp/TotalAmt0292200
IRS990/OtherExpensesGrp/TotalAmt1183995
IRS990/OtherExpensesGrp/TotalAmt298692
IRS990/OtherExpensesGrp/TotalAmt378481
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0104978
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02594988
IRS990/OtherSalariesAndWagesGrp/TotalAmt02699966
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024221
IRS990/PayrollTaxesGrp/ProgramServicesAmt0701716
IRS990/PayrollTaxesGrp/TotalAmt0725937
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt069748
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061317
IRS990/PrincipalOfficerNm0KRISTIN KRAUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05866233
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01647795
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0289752
IRS990/PYSalariesCompEmpBnftPaidAmt03928686
IRS990/PYTotalExpensesAmt05576481
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05866233
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0214840
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0427310
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01025527
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0426391
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0177326
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0603717
IRS990ScheduleD/EquipmentGrp/BookValueAmt049025
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0324249
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0373274
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05593607
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt040305
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt039153
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt079458
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05808447
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0515721
IRS990ScheduleD/TotalExpensesPerForm990Amt05593607
IRS990ScheduleD/TotalRevenuePerForm990Amt05808447
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05808447
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05593607
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND THEREFORE IS NOT SUBJECT TO THE FORMAL COMPLIANCE WITH REVENUE PROCEDURE 75-50 AS LONG AS THE CHARTER AGREEMENT WITH THE STATE IS IN EFFECT. THE SCHOOL DOES INCLUDE INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTICES IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2SOAR 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, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0133066
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt022494
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TRISHA LANCASTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167560
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY SCHOOL'S MANAGEMENT AND OUTSIDE ACCOUNTING COMPANY BEFORE FILING. A COPY OF THE RETURN IS ALSO PROVIDED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE FILED EACH YEAR AND UPON ASSUMING THE OFFICE. THE BOARD OF DORECTORS EVALUATES AND DELIBERATES UPON ANY POTENTIAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS COMPENSATION COMPARISON SURBEYS PROVIDED BY THE OUTSIDE ACCOUNTING COMPANY AND APPROVES SALARIES BASED ON PROPOSED RATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01962805
IRS990/TotalAssetsEOYAmt02932719
IRS990/TotalAssetsGrp/BOYAmt01962805
IRS990/TotalAssetsGrp/EOYAmt02932719
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt05808447
IRS990/TotalEmployeeCnt077
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012886
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0697251

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,932,719
Liabilities
$1,225,222
Net assets
$1,707,497
Revenue
$5,808,447
Expenses
$5,593,607
Net income
$214,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$1.56$2.45$8.95$9.21$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.39$2.67$2.71$8.12$8.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.38$1.66$2.72$6.63$6.60$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.63$2.69$6.94$5.96$0.98
2020Detailed filing. Detailed filing data is available for this year.$2.93$1.23$1.71$5.81$5.59$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.47$1.49$5.87$5.58$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.39$1.20$5.33$5.07$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.52$0.95$4.86$4.83$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.51$0.92$4.59$4.39$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.32$0.72$3.77$3.77$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.09$0.72$3.50$3.59$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.43$0.82$2.86