Civic Intelligence

Monterey Bay Charter School

EIN 26-1729713 • 501(c)3 • Pacific Grove, CA

Profile

The organization is a partnership of diverse and committed families and faculty providing a waldorf-inspired k-8 public education, which empowers children to discover their gifts, enjoy a full and enduring childhood, and to pursue lifelong learning.

1004-b David AvePacific Grove, CA 93950

www.mbayschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.49x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.30x

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

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

21st percentile

-8.7%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

14th percentile

-7.6%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-6.5%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$4,084,215

Up $190,432 (+4.9%) from 2023

Liabilities

Down

$1,278,354

Down $166,948 (-12%) from 2023

Net Assets

Up

$2,805,861

Up $357,380 (+15%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin21st percentile

Revenue

Down

$7,173,872

Down $194,060 (-2.6%) from 2023

Expenses

Up

$6,816,492

Up $179,720 (+2.7%) from 2023

Net Income

Down

$357,380

Down $373,780 (-51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $582,412Liabilities 2012: $32,714Net Assets 2012: $549,6982012Assets 2013: $647,652Liabilities 2013: $83,309Net Assets 2013: $564,3432013Assets 2014: $691,244Liabilities 2014: $74,994Net Assets 2014: $616,2502014Assets 2015: $1,120,785Liabilities 2015: $337,161Net Assets 2015: $783,6242015Assets 2016: $1,797,969Liabilities 2016: $727,627Net Assets 2016: $1,070,3422016Assets 2017: $1,940,985Liabilities 2017: $918,887Net Assets 2017: $1,022,0982017Assets 2018: $2,393,450Liabilities 2018: $1,292,985Net Assets 2018: $1,100,4652018Assets 2019: $2,518,583Liabilities 2019: $1,223,604Net Assets 2019: $1,294,9792019Assets 2020: $3,333,008Liabilities 2020: $1,925,817Net Assets 2020: $1,407,1912020Assets 2021: $3,615,004Liabilities 2021: $1,420,909Net Assets 2021: $2,194,0952021Assets 2022: $3,339,658Liabilities 2022: $1,622,337Net Assets 2022: $1,717,3212022Assets 2023: $3,893,783Liabilities 2023: $1,445,302Net Assets 2023: $2,448,4812023Assets 2024: $4,084,215Liabilities 2024: $1,278,354Net Assets 2024: $2,805,8612024

Highlighted filing

2024

Assets$4,084,215
Liabilities$1,278,354
Net Assets$2,805,861
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,654,5872012Expenses 2013: $2,010,6192013Revenue 2014: $2,470,867Expenses 2014: $2,418,960Net Income 2014: $51,9072014Revenue 2015: $2,889,017Expenses 2015: $2,721,643Net Income 2015: $167,3742015Revenue 2016: $3,612,724Expenses 2016: $3,326,006Net Income 2016: $286,7182016Revenue 2017: $3,829,550Expenses 2017: $3,877,794Net Income 2017: -$48,2442017Revenue 2018: $4,176,549Expenses 2018: $4,098,182Net Income 2018: $78,3672018Revenue 2019: $4,941,426Expenses 2019: $4,746,912Net Income 2019: $194,5142019Revenue 2020: $5,154,553Expenses 2020: $5,042,341Net Income 2020: $112,2122020Revenue 2021: $5,834,750Expenses 2021: $5,047,846Net Income 2021: $786,9042021Revenue 2022: $5,456,229Expenses 2022: $5,933,003Net Income 2022: -$476,7742022Revenue 2023: $7,367,932Expenses 2023: $6,636,772Net Income 2023: $731,1602023Revenue 2024: $7,173,872Expenses 2024: $6,816,492Net Income 2024: $357,3802024

Highlighted filing

2024

Revenue$7,173,872
Expenses$6,816,492
Net Income$357,380
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,084,215
Liabilities
$1,278,354
Net assets
$2,805,861
Revenue
$7,173,872
Expenses
$6,816,492
Net income
$357,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.08$1.28$2.81$7.17$6.82$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.89$1.45$2.45$7.37$6.64$0.73
2022Detailed filing. Detailed filing data is available for this year.$3.34$1.62$1.72$5.46$5.93$0.48
2021Detailed filing. Detailed filing data is available for this year.$3.62$1.42$2.19$5.83$5.05$0.79
2020Detailed filing. Detailed filing data is available for this year.$3.33$1.93$1.41$5.15$5.04$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.52$1.22$1.29$4.94$4.75$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.39$1.29$1.10$4.18$4.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.92$1.02$3.83$3.88$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.73$1.07$3.61$3.33$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.34$0.78$2.89$2.72$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.07$0.62$2.47$2.42$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.08$0.56$2.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.03$0.55$1.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 28, 2025
Return Version
2023v6.0
Gross Receipts
$7,173,872
Mission and Program Overview

Mission

The organization is a partnership of diverse and committed families and faculty providing a waldorf-inspired k-8 public education, which empowers children to discover their gifts, enjoy a full and enduring childhood, and to pursue lifelong learning.

To inspire joyful learning and courageous living, to educate strudents in a k-8 public school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,558,790$1,555,647▼ $3,143
Cash and Non-Interest-Bearing Accounts$1,340,485$1,436,808▲ $96,323
Accounts Receivable$764,322$875,247▲ $110,925
Prepaid Expenses and Deferred Charges$75,459$92,438▲ $16,979
Total Assets$3,893,783$4,084,215▲ $190,432
Other Assets Total$154,727$124,075▼ $30,652
Liabilities
Other Liabilities$563,413$589,102▲ $25,689
Accounts Payable and Accrued Expenses$371,981$370,513▼ $1,468
Mortgage Notes Payable Secured by Investment Property$509,908$318,739▼ $191,169
Total Liabilities$1,445,302$1,278,354▼ $166,948
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,419,638$2,777,018▲ $357,380
Net Assets With Donor Restrictions$28,843$28,843→ $0
Total Net Assets Fund Balance$2,448,481$2,805,861▲ $357,380
Total Liabilities and Net Assets / Fund Balance$3,893,783$4,084,215▲ $190,432

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,493,609$2,321$1,495,930
Buildings$62,038$24,522$86,560
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica Hastings GuzziExecutive DirectorFT$137,646$8,052$145,698
Jazmin AminianEmployeeFT$118,736-$118,736

Board Members and Trustees

NameTitle
Tomisina BurgessChair
Yhashika LeeVice Chair
Chris CapozziDirector
Lana AndrianovaDirector
Rob LasaterDirector
Rodrigo Nieto GomezDirector
Thomas RogersDirector
Cassandra BridgeExecutive Director
Grace CasserlySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$7,156,934
Program Service Revenue
$0
Investment Income
$16,938
Other Revenue
$0
All Other Contributions
$460,342
Change in Net Assets
$357,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,173,872
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,173,872
Total Revenue per Form 990
$7,173,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,792,751
Other Expenses$2,023,741
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,284,183$1,101,688-$3,385,871
Other Employee Benefits$580,348$260,474-$840,822
Fees for Services Other$186,843$338,805-$525,648
Payroll Taxes$273,073$122,562-$395,635
Occupancy$196,581$132,118-$328,699
Fees for Services Legal$65,064$117,982-$183,046
Current Officers, Directors, Trustees, and Key Employees$170,423--$170,423
All Other Expenses$127,597$40,829-$168,426
Insurance$63,693$28,587-$92,280
Other Expenses$52,241$14,728-$66,969
Fees for Services Accounting$15,058$27,306-$42,364
Travel$20,884$9,373-$30,257
Information Technology$16,808$7,544-$24,352
Interest$21,671$2,152-$23,823
Advertising$13,419$6,022-$19,441
Depreciation Depletion$2,169$974-$3,143
Total Functional Expenses$4,602,144$2,214,348$0$6,816,492

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,816,492
Total Expenses per Audited Statements$6,816,492
Total Expenses per Form 990$6,816,492
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$460,571
Operating Lease Liability$128,531
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 B, Line 11B

“990 is reviewed by administration (director and business manager) in detail. 990 is presented to the board of directors at a regular, open board meeting”

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

“Conflict of interest policy is signed and agreed to at the annual meeting of the board. Board members are trained by an outside source regarding how to comply with the policy. Board chair and director ensure policy is followed. Form 700 are completed.”

Form 990, Part VI, Section B, Line 15

“Board chair conducted comparibility study including contemporaneous substantiations. Data was presented and approved at a regularly scheduled, open board meeting.”

Form 990, Part VI, Section C, Line 19

“All board agenda meetings and minutes are posted to the organization's website. All corporate documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Monterey Bay Charter School
EIN
26-1729713
Phone
8316554638
Address
1004-B DAVID AVE, PACIFIC GROVE, CA 93950

Signing Officer

Name
Jessica Hastings-guzzi
Title
Executive Director
Phone
8316554638
Signed
2025-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Hastings-guzzi
Formed
2007
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
131
Volunteers
1,000

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed.”

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.”

Raw XML AppendixShowing 400 of 497 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/ActivityOrMissionDesc0TO INSPIRE JOYFUL LEARNING AND COURAGEOUS LIVING, TO EDUCATE STRUDENTS IN A K-8 PUBLIC SCHOOL.
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07544
IRS990/InformationTechnologyGrp/ProgramServicesAmt016808
IRS990/InformationTechnologyGrp/TotalAmt024352
IRS990/InsuranceGrp/ManagementAndGeneralAmt028587
IRS990/InsuranceGrp/ProgramServicesAmt063693
IRS990/InsuranceGrp/TotalAmt092280
IRS990/InterestGrp/ManagementAndGeneralAmt02152
IRS990/InterestGrp/ProgramServicesAmt021671
IRS990/InterestGrp/TotalAmt023823
IRS990/InvestmentIncomeGrp/ExclusionAmt016938
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016938
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026843
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01558790
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01555647
IRS990/LandBldgEquipCostOrOtherBssAmt01582490
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS A PARTNERSHIP OF DIVERSE AND COMMITTED FAMILIES AND FACULTY PROVIDING A WALDORF-INSPIRED K-8 PUBLIC EDUCATION, WHICH EMPOWERS CHILDREN TO DISCOVER THEIR GIFTS, ENJOY A FULL AND ENDURING CHILDHOOD, AND TO PURSUE LIFELONG LEARNING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0509908
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0318739
IRS990/NetAssetsOrFundBalancesBOYAmt02448481
IRS990/NetAssetsOrFundBalancesEOYAmt02805861
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02419638
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02777018
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0132118
IRS990/OccupancyGrp/ProgramServicesAmt0196581
IRS990/OccupancyGrp/TotalAmt0328699
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0154727
IRS990/OtherAssetsTotalGrp/EOYAmt0124075
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0260474
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0580348
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0840822
IRS990/OtherExpensesGrp/Desc0NUTRITION
IRS990/OtherExpensesGrp/Desc1INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc2STUDENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc3OPERATION AND HOUSEKEEP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03204
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114728
IRS990/OtherExpensesGrp/ProgramServicesAmt0242213
IRS990/OtherExpensesGrp/ProgramServicesAmt1198822
IRS990/OtherExpensesGrp/ProgramServicesAmt271054
IRS990/OtherExpensesGrp/ProgramServicesAmt352241
IRS990/OtherExpensesGrp/TotalAmt0242213
IRS990/OtherExpensesGrp/TotalAmt1198822
IRS990/OtherExpensesGrp/TotalAmt274258
IRS990/OtherExpensesGrp/TotalAmt366969
IRS990/OtherLiabilitiesGrp/BOYAmt0563413
IRS990/OtherLiabilitiesGrp/EOYAmt0589102
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01101688
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02284183
IRS990/OtherSalariesAndWagesGrp/TotalAmt03385871
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0122562
IRS990/PayrollTaxesGrp/ProgramServicesAmt0273073
IRS990/PayrollTaxesGrp/TotalAmt0395635
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt075459
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092438
IRS990/PrincipalOfficerNm0JESSICA HASTINGS-GUZZI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07359899
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08033
IRS990/PYOtherExpensesAmt01771921
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0731160
IRS990/PYSalariesCompEmpBnftPaidAmt04864851
IRS990/PYTotalExpensesAmt06636772
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07367932
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0357380
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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/BookValueAmt062038
IRS990ScheduleD/BuildingsGrp/DepreciationAmt024522
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt086560
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06816492
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01493609
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02321
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01495930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0128531
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1460571
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07173872
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/TotalBookValueLandBuildingsAmt01555647
IRS990ScheduleD/TotalExpensesPerForm990Amt06816492
IRS990ScheduleD/TotalLiabilityAmt0589102
IRS990ScheduleD/TotalRevenuePerForm990Amt07173872
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07173872
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06816492
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
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 ENROLLMENT DOCUMENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS REVIEWED BY ADMINISTRATION (DIRECTOR AND BUSINESS MANAGER) IN DETAIL. 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT A REGULAR, OPEN BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS SIGNED AND AGREED TO AT THE ANNUAL MEETING OF THE BOARD. BOARD MEMBERS ARE TRAINED BY AN OUTSIDE SOURCE REGARDING HOW TO COMPLY WITH THE POLICY. BOARD CHAIR AND DIRECTOR ENSURE POLICY IS FOLLOWED. FORM 700 ARE COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD CHAIR CONDUCTED COMPARIBILITY STUDY INCLUDING CONTEMPORANEOUS SUBSTANTIATIONS. DATA WAS PRESENTED AND APPROVED AT A REGULARLY SCHEDULED, OPEN BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD AGENDA MEETINGS AND MINUTES ARE POSTED TO THE ORGANIZATION'S WEBSITE. ALL CORPORATE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0MBCS PROPERTIES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PROPERTY HOLDING LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01004-B DAVID AVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0PACIFIC GROVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd093950
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MONTEREY CHARTER SCHOOL PARENT TEACHER GROUP (PTG)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COALITION FOR EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0412165425
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1384008863
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT FOR MONTEREY BAY CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT FOR MONTEREY BAY CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12C, III-FI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12C, III-FI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01004 DAVID AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11004 DAVID AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PACIFIC GROVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PACIFIC GROVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093950
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd193950
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00

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