Civic Intelligence

Dr Lewis Dolphin Stallworth Sr Charter School Inc

990 • Fiscal year 2019 • EIN 26-1469230

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 09, 2020

Organization ProfileWWW.STALLWORTHCHARTER.ORG
1610 East Main StreetStockton, CA 95205

(209) 948-4511

Siviq Scores

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

Liabilities / Assets

44th percentile

0.05x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

33rd percentile

0.03x

Higher debt load relative to revenue than 33% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$130,560

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

89th percentile

41%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,954,745

Up $572,432 (+41%) from 2018

Net Assets

Up

$1,851,035

Up $565,418 (+44%) from 2018

Liabilities

Up

$103,710

Up $7,014 (+7.3%) from 2018

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin76th percentile

Revenue

Up

$3,372,660

Up $355,127 (+12%) from 2018

Expenses

Down

$2,754,737

Down $194,821 (-6.6%) from 2018

Net Income

Up

$617,923

Up $549,948 (+809%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $663,098Liabilities 2012: $933,864Net Assets 2012: -$270,7662012Assets 2013: $1,067,242Liabilities 2013: $1,279,843Net Assets 2013: -$212,6012013Assets 2014: $1,296,160Liabilities 2014: $1,426,527Net Assets 2014: -$130,3672014Assets 2015: $885,092Liabilities 2015: $754,105Net Assets 2015: $130,9872015Assets 2016: $842,106Liabilities 2016: $182,872Net Assets 2016: $659,2342016Assets 2017: $1,387,154Liabilities 2017: $169,512Net Assets 2017: $1,217,6422017Assets 2018: $1,382,313Liabilities 2018: $96,696Net Assets 2018: $1,285,6172018Assets 2019: $1,954,745Liabilities 2019: $103,710Net Assets 2019: $1,851,0352019Assets 2020: $2,890,298Liabilities 2020: $585,963Net Assets 2020: $2,304,3352020

Highlighted filing

2019

Assets$1,954,745
Liabilities$103,710
Net Assets$1,851,035
Open 2019 Filing

Operations Trend

Revenue Growth65th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2012: $1,495,5562012Expenses 2013: $1,393,0122013Revenue 2014: $1,728,312Expenses 2014: $1,646,078Net Income 2014: $82,2342014Revenue 2015: $2,104,269Expenses 2015: $1,842,915Net Income 2015: $261,3542015Revenue 2016: $2,514,390Expenses 2016: $1,986,143Net Income 2016: $528,2472016Revenue 2017: $2,834,085Expenses 2017: $2,275,677Net Income 2017: $558,4082017Revenue 2018: $3,017,533Expenses 2018: $2,949,558Net Income 2018: $67,9752018Revenue 2019: $3,372,660Expenses 2019: $2,754,737Net Income 2019: $617,9232019Revenue 2020: $3,551,318Expenses 2020: $3,098,018Net Income 2020: $453,3002020

Highlighted filing

2019

Revenue$3,372,660
Expenses$2,754,737
Net Income$617,923
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 9, 2020
Return Version
2018v3.1
Gross Receipts
$3,372,660
Mission and Program Overview

Mission

A) to provide a bold and effective educational experience to the students; b) to instill the students with a powerful belief in themselves through the focus on leadership development, intercultural understanding, and the achievement of state standards-based on academy excellence; c) to have the students learn how to solve problems, think critically, and read,write and speak effectively in spanish and english; d) to serve a diverse population of students, whose families are interested in helping their children receive the best education that is offered in the community of stockton, california; e) to reflect a safe and nurturung family environment where parents, guardians, and staff have shared accountability for the education of the student; f) to provide the support students need to focus on improving positive social skills, and acaedemy growth; and g) to promote positive learning experiences, which will help each student, develop skills necessary to make positive lifestyle choices.

To provide a bold and effective educational experience to the students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$820,807$1,150,572▲ $329,765
Accounts Receivable$480,231$640,794▲ $160,563
Prepaid Expenses and Deferred Charges$27,939$122,601▲ $94,662
Land, Buildings, and Equipment, Net$53,336$40,778▼ $12,558
Total Assets$1,382,313$1,954,745▲ $572,432
Liabilities
Accounts Payable and Accrued Expenses$96,696$103,710▲ $7,014
Total Liabilities$96,696$103,710▲ $7,014
Net Assets / Fund Balance
Unrestricted Net Assets$1,191,495$1,799,929▲ $608,434
Temporarily Rstr Net Assets$94,122$51,106▼ $43,016
Total Net Assets Fund Balance$1,285,617$1,851,035▲ $565,418
Total Liabilities and Net Assets / Fund Balance$1,382,313$1,954,745▲ $572,432

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,299$159,141$195,440
Other Land Buildings$4,479$984$5,463
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gayle StallworthExecutive DirectorFT$125,250$5,310$130,560
Alice StallworthPrincipalFT$121,487$5,310$126,797

Board Members and Trustees

NameTitle
Dr Daniel RamirezPresident
Dr Troy Dockery SrMember
Dr Wanda DavisMember
Dorothy Ware-mitchellSecretary
Johnny FordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,372,660
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$42,440
Change in Net Assets
$617,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,372,660
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,372,660
Total Revenue per Form 990
$3,372,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,014,629
Other Expenses$740,108
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,240,603$345,359-$1,585,962
Other Employee Benefits$274,963$33,935-$308,898
Other Expenses$132,549$34,366-$166,915
Current Officers, Directors, Trustees, and Key Employees$119,769--$119,769
Depreciation Depletion-$12,558-$12,558
Total Functional Expenses$1,820,486$934,251$0$2,754,737

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,754,737
Total Expenses per Audited Statements$2,754,737
Total Expenses per Form 990$2,754,737
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 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 2

“The executive director and the principal are related.”

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

“Form 990 is reviewed by the signing officer before filing.”

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

“Each designated employee, including board members and candidates for election and/or appointment to the governing board, shall file a statement of economic interest disclosing reportable investments, interests in real property, business positions, and income required to be reported under the category or categories to which the employee's position requires per policy.”

Form 990, Part VI, Section B, Line 15

“Compensation for top management, officers, and key employees is determined by the board of directors in consultation with the school's administrative services provider.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Dr Lewis Dolphin Stallworth Sr Charter
EIN
26-1469230
Phone
2099484511
Address
1610 EAST MAIN STREET, STOCKTON, CA 95205

Signing Officer

Name
Gayle Stallworth
Title
Executive Director
Phone
2099484511
Signed
2020-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Daniel Ramirez
Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
77
Volunteers
5

Preparer

Firm
Squar Milner Llp
Address
3655 NOBEL DRIVE STE 300, SAN DIEGO, CA 92122-1050
Preparer
Kathleen Schmidt
Phone
8585974100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Raw XML Appendix371 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.

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IRS990/MissionDesc0A) TO PROVIDE A BOLD AND EFFECTIVE EDUCATIONAL EXPERIENCE TO THE STUDENTS; B) TO INSTILL THE STUDENTS WITH A POWERFUL BELIEF IN THEMSELVES THROUGH THE FOCUS ON LEADERSHIP DEVELOPMENT, INTERCULTURAL UNDERSTANDING, AND THE ACHIEVEMENT OF STATE STANDARDS-BASED ON ACADEMY EXCELLENCE; C) TO HAVE THE STUDENTS LEARN HOW TO SOLVE PROBLEMS, THINK CRITICALLY, AND READ,WRITE AND SPEAK EFFECTIVELY IN SPANISH AND ENGLISH; D) TO SERVE A DIVERSE POPULATION OF STUDENTS, WHOSE FAMILIES ARE INTERESTED IN HELPING THEIR CHILDREN RECEIVE THE BEST EDUCATION THAT IS OFFERED IN THE COMMUNITY OF STOCKTON, CALIFORNIA; E) TO REFLECT A SAFE AND NURTURUNG FAMILY ENVIRONMENT WHERE PARENTS, GUARDIANS, AND STAFF HAVE SHARED ACCOUNTABILITY FOR THE EDUCATION OF THE STUDENT; F) TO PROVIDE THE SUPPORT STUDENTS NEED TO FOCUS ON IMPROVING POSITIVE SOCIAL SKILLS, AND ACAEDEMY GROWTH; AND G) TO PROMOTE POSITIVE LEARNING EXPERIENCES, WHICH WILL HELP EACH STUDENT, DEVELOP SKILLS NECESSARY TO MAKE POSITIVE LIFESTYLE CHOICES.
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IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS & ENROLLMENT MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND THE PRINCIPAL ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE SIGNING OFFICER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DESIGNATED EMPLOYEE, INCLUDING BOARD MEMBERS AND CANDIDATES FOR ELECTION AND/OR APPOINTMENT TO THE GOVERNING BOARD, SHALL FILE A STATEMENT OF ECONOMIC INTEREST DISCLOSING REPORTABLE INVESTMENTS, INTERESTS IN REAL PROPERTY, BUSINESS POSITIONS, AND INCOME REQUIRED TO BE REPORTED UNDER THE CATEGORY OR CATEGORIES TO WHICH THE EMPLOYEE'S POSITION REQUIRES PER POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR TOP MANAGEMENT, OFFICERS, AND KEY EMPLOYEES IS DETERMINED BY THE BOARD OF DIRECTORS IN CONSULTATION WITH THE SCHOOL'S ADMINISTRATIVE SERVICES PROVIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN SCHMIDT
ReturnHeader/ReturnTs02020-02-19T09:54:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,954,745
Liabilities
$103,710
Net assets
$1,851,035
Revenue
$3,372,660
Expenses
$2,754,737
Net income
$617,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.59$2.30$3.55$3.10$0.45
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.10$1.85$3.37$2.75$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.10$1.29$3.02$2.95$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.17$1.22$2.83$2.28$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.18$0.66$2.51$1.99$0.53
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.75$0.13$2.10$1.84$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.30$1.43$0.13$1.73$1.65$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$1.28$0.21$1.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.93$0.27$1.50