Civic Intelligence

Monterey Bay Charter School

990 • Fiscal year 2018 • EIN 26-1729713

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 14, 2019

Organization ProfileWWW.MBAYSCHOOL.ORG
1004-b David AvenuePacific Grove, CA 93950

(831) 655-4638

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.54x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.31x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$121,160

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

9.1%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$2,393,450

Up $452,465 (+23%) from 2017

Net Assets

Up

$1,100,465

Up $78,367 (+7.7%) from 2017

Liabilities

Up

$1,292,985

Up $374,098 (+41%) from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin47th percentile

Revenue

Up

$4,176,549

Up $346,999 (+9.1%) from 2017

Expenses

Up

$4,098,182

Up $220,388 (+5.7%) from 2017

Net Income

Up

$78,367

Up $126,611 (+262%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$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

2018

Assets$2,393,450
Liabilities$1,292,985
Net Assets$1,100,465
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,654,5872012Expenses 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

2018

Revenue$4,176,549
Expenses$4,098,182
Net Income$78,367
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 14, 2019
Return Version
2017v2.3
Gross Receipts
$4,176,549
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 students in a k-8 public school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,285,828$1,355,571▲ $69,743
Cash and Non-Interest-Bearing Accounts$480,803$714,498▲ $233,695
Accounts Receivable$152,465$285,445▲ $132,980
Prepaid Expenses and Deferred Charges$21,589$37,036▲ $15,447
Total Assets$1,940,985$2,393,450▲ $452,465
Other Assets Total$300$900▲ $600
Liabilities
Mortgage Notes Payable Secured by Investment Property$739,622$1,063,295▲ $323,673
Accounts Payable and Accrued Expenses$179,265$229,690▲ $50,425
Total Liabilities$918,887$1,292,985▲ $374,098
Net Assets / Fund Balance
Unrestricted Net Assets$475,892$808,189▲ $332,297
Temporarily Rstr Net Assets$546,206$292,276▼ $253,930
Total Net Assets Fund Balance$1,022,098$1,100,465▲ $78,367
Total Liabilities and Net Assets / Fund Balance$1,940,985$2,393,450▲ $452,465

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,271,847-$1,271,847
Buildings$83,724$7,986$91,710
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cassandra BridgeDirectorFT$106,636$14,524$121,160

Board Members and Trustees

NameTitle
Ken TurgenChair
David RamirezVice-chair
Art RuvulcabaMember
Bob ColeMember
Giulie GarlandMember
Mitch FademMember
Tomi BurgessMember
Chandra WeaverSecretary
Kathi LaresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,176,549
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$406,491
Change in Net Assets
$78,367

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,176,549
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,176,549
Total Revenue per Form 990
$4,176,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,163,824
Other Expenses$934,358
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,015,342$198,481-$2,213,823
Other Employee Benefits$710,817$118,024-$828,841
Current Officers, Directors, Trustees, and Key Employees$121,160--$121,160
Other Expenses$34,381$3,820-$38,201
Travel$35,329$2,211-$37,540
Insurance$27,841$3,093-$30,934
All Other Expenses$8,386$895-$9,281
Depreciation Depletion-$7,986-$7,986
Total Functional Expenses$3,591,903$506,279$0$4,098,182

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,098,182
Total Expenses per Audited Statements$4,098,182
Total Expenses per Form 990$4,098,182
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 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 AVENUE, PACIFIC GROVE, CA 93950

Signing Officer

Name
Cassandra Bridge
Title
Director
Phone
8316554638
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Turgen
Formed
2007
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
8
Employees
85
Volunteers
800

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Raw XML AppendixShowing 400 of 446 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0179265
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0229690
IRS990/AccountsReceivableGrp/BOYAmt0152465
IRS990/AccountsReceivableGrp/EOYAmt0285445
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO INSPIRE JOYFUL LEARNING AND COURAGEOUS LIVING, TO EDUCATE STUDENTS IN A K-8 PUBLIC SCHOOL.
IRS990/AllOtherContributionsAmt0406491
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0895
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08386
IRS990/AllOtherExpensesGrp/TotalAmt09281
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARTER SCHOOL MANAGEMENT COMPANY
IRS990/BooksInCareOfDetail/PhoneNum09516943050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt043460 RIDGE PARK DRIVE SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0480803
IRS990/CashNonInterestBearingGrp/EOYAmt0714498
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0121160
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0121160
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt0198481
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt02015342
IRS990/CompDisqualPersonsGrp/TotalAmt02213823
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04176549
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0934358
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt078367
IRS990/CYSalariesCompEmpBnftPaidAmt03163824
IRS990/CYTotalExpensesAmt04098182
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04176549
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07986
IRS990/DepreciationDepletionGrp/TotalAmt07986
IRS990/Desc0THE ORGANIZATION PROVIDED A WALDORF-INSPIRED EDUCATION THAT IS AVAILABLE TO ANY STUDENT IN MONTEREY COUNTY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt085
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03591903
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt914524
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN TURGEN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm2CHANDRA WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHI LARES
IRS990/Form990PartVIISectionAGrp/PersonNm4TOMI BURGESS
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB COLE
IRS990/Form990PartVIISectionAGrp/PersonNm6MITCH FADEM
IRS990/Form990PartVIISectionAGrp/PersonNm7GIULIE GARLAND
IRS990/Form990PartVIISectionAGrp/PersonNm8ART RUVULCABA
IRS990/Form990PartVIISectionAGrp/PersonNm9CASSANDRA BRIDGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9106636
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt03770058
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04176549
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03093
IRS990/InsuranceGrp/ProgramServicesAmt027841
IRS990/InsuranceGrp/TotalAmt030934
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07986
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01285828
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01355571
IRS990/LandBldgEquipCostOrOtherBssAmt01363557
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/BOYAmt0739622
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01063295
IRS990/NetAssetsOrFundBalancesBOYAmt01022098
IRS990/NetAssetsOrFundBalancesEOYAmt01100465
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0300
IRS990/OtherAssetsTotalGrp/EOYAmt0900
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0118024
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0710817
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0828841
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL/CONSULTING
IRS990/OtherExpensesGrp/Desc1RENTAL, LEASES & REPAIR
IRS990/OtherExpensesGrp/Desc2BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0114634
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt236050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33820
IRS990/OtherExpensesGrp/ProgramServicesAmt0268333
IRS990/OtherExpensesGrp/ProgramServicesAmt1261643
IRS990/OtherExpensesGrp/ProgramServicesAmt2108671
IRS990/OtherExpensesGrp/ProgramServicesAmt334381
IRS990/OtherExpensesGrp/TotalAmt0382967
IRS990/OtherExpensesGrp/TotalAmt1282728
IRS990/OtherExpensesGrp/TotalAmt2144721
IRS990/OtherExpensesGrp/TotalAmt338201
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021589
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037036
IRS990/PrincipalOfficerNm0KEN TURGEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03829550
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0860541
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-48244
IRS990/PYSalariesCompEmpBnftPaidAmt03017253
IRS990/PYTotalExpensesAmt03877794
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03829550
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt078367
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt083724
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07986
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt091710
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04098182
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01271847
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01271847
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04176549
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01355571
IRS990ScheduleD/TotalExpensesPerForm990Amt04098182
IRS990ScheduleD/TotalRevenuePerForm990Amt04176549
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04176549
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04098182
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/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS, ENROLLMENT MATERIALS, AND THE CHARTER BYLAWS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
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/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MONTEREY BAY 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/AddressLine1Txt19240 CARMEL VALLEY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PACIFIC GROVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CARMEL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093950
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd193923
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0189955
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MONTEREY BAY CHARTER SCHOOL PTG
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0546206
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0292276
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01940985
IRS990/TotalAssetsEOYAmt02393450
IRS990/TotalAssetsGrp/BOYAmt01940985
IRS990/TotalAssetsGrp/EOYAmt02393450
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04176549
IRS990/TotalEmployeeCnt085
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0506279
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03591903
IRS990/TotalFunctionalExpensesGrp/TotalAmt04098182
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0918887
IRS990/TotalLiabilitiesEOYAmt01292985
IRS990/TotalLiabilitiesGrp/BOYAmt0918887
IRS990/TotalLiabilitiesGrp/EOYAmt01292985
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01022098
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01100465
IRS990/TotalOtherCompensationAmt014524
IRS990/TotalProgramServiceExpensesAmt03591903
IRS990/TotalReportableCompFromOrgAmt0106636
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04176549
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0800
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01940985
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02393450
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02211
IRS990/TravelGrp/ProgramServicesAmt035329
IRS990/TravelGrp/TotalAmt037540
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,393,450
Liabilities
$1,292,985
Net assets
$1,100,465
Revenue
$4,176,549
Expenses
$4,098,182
Net income
$78,367
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