Civic Intelligence

Real Journey Academies

EIN 26-3798438 • 501(c)3 • Ontario, CA

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Profile

New vision middle school is a california public charter school operated by real journey academies inc. The charter was authorized by the san bernardino chity unified school district and nuview union school district to enrich the lives of students through individualized learning focused on challenging educational standards while supporting parental choice.

3333 Concours St Building 9Ontario, CA 91764

www.realjourey.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.74x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

1.57x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$133,797,409

Up $24,179,111 (+22%) from 2024

Liabilities

Up

$99,382,512

Up $14,170,287 (+17%) from 2024

Net Assets

Up

$34,414,897

Up $10,008,824 (+41%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin70th percentile

Revenue

Up

$63,300,824

Up $12,943,238 (+26%) from 2024

Expenses

Up

$54,461,641

Up $11,362 (+0.0%) from 2024

Net Income

Up

$8,839,183

Up $12,931,876 (+316%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0-$50MAssets 2011: $859,313Liabilities 2011: $827,892Net Assets 2011: $31,4212011Assets 2012: $1,185,740Liabilities 2012: $1,282,268Net Assets 2012: -$96,5282012Assets 2013: $1,296,046Liabilities 2013: $1,293,285Net Assets 2013: $2,7612013Assets 2014: $3,681,516Liabilities 2014: $2,457,367Net Assets 2014: $1,224,1492014Assets 2015: $3,297,778Liabilities 2015: $1,107,146Net Assets 2015: $2,190,6322015Assets 2016: $5,043,966Liabilities 2016: $854,989Net Assets 2016: $4,188,9772016Assets 2017: $5,841,502Liabilities 2017: $768,698Net Assets 2017: $5,072,8042017Assets 2018: $6,643,255Liabilities 2018: $636,996Net Assets 2018: $6,006,2592018Assets 2019: $6,536,919Liabilities 2019: $2,244,564Net Assets 2019: $4,292,3552019Assets 2020: $10,237,048Liabilities 2020: $3,227,100Net Assets 2020: $7,009,9482020Assets 2021: $28,072,975Liabilities 2021: $15,043,630Net Assets 2021: $13,029,3452021Assets 2022: $28,452,679Liabilities 2022: $11,354,558Net Assets 2022: $17,098,1212022Assets 2023: $130,574,487Liabilities 2023: $100,827,795Net Assets 2023: $29,746,6922023Assets 2024: $109,618,298Liabilities 2024: $85,212,225Net Assets 2024: $24,406,0732024Assets 2025: $133,797,409Liabilities 2025: $99,382,512Net Assets 2025: $34,414,8972025

Highlighted filing

2025

Assets$133,797,409
Liabilities$99,382,512
Net Assets$34,414,897
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2011: $1,873,2682011Expenses 2012: $2,601,0132012Expenses 2013: $2,521,2412013Revenue 2014: $8,651,233Expenses 2014: $7,524,227Net Income 2014: $1,127,0062014Revenue 2015: $11,353,538Expenses 2015: $10,387,055Net Income 2015: $966,4832015Revenue 2016: $13,451,057Expenses 2016: $11,896,818Net Income 2016: $1,554,2392016Revenue 2017: $13,717,871Expenses 2017: $12,834,044Net Income 2017: $883,8272017Revenue 2018: $13,843,340Expenses 2018: $12,909,885Net Income 2018: $933,4552018Revenue 2019: $21,185,426Expenses 2019: $22,899,330Net Income 2019: -$1,713,9042019Revenue 2020: $24,864,084Expenses 2020: $22,096,416Net Income 2020: $2,767,6682020Revenue 2021: $29,808,623Expenses 2021: $23,633,865Net Income 2021: $6,174,7582021Revenue 2022: $40,040,977Expenses 2022: $35,970,179Net Income 2022: $4,070,7982022Revenue 2023: $53,396,398Expenses 2023: $40,747,827Net Income 2023: $12,648,5712023Revenue 2024: $50,357,586Expenses 2024: $54,450,279Net Income 2024: -$4,092,6932024Revenue 2025: $63,300,824Expenses 2025: $54,461,641Net Income 2025: $8,839,1832025

Highlighted filing

2025

Revenue$63,300,824
Expenses$54,461,641
Net Income$8,839,183
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,797,409
Liabilities
$99,382,512
Net assets
$34,414,897
Revenue
$63,300,824
Expenses
$54,461,641
Net income
$8,839,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$134$99.4$34.4$63.3$54.5$8.84
2024Detailed filing. Detailed filing data is available for this year.$110$85.2$24.4$50.4$54.5$4.09
2023Detailed filing. Detailed filing data is available for this year.$131$101$29.7$53.4$40.7$12.6
2022Detailed filing. Detailed filing data is available for this year.$28.5$11.4$17.1$40.0$36.0$4.07
2021Detailed filing. Detailed filing data is available for this year.$28.1$15.0$13.0$29.8$23.6$6.17
2020Detailed filing. Detailed filing data is available for this year.$10.2$3.23$7.01$24.9$22.1$2.77
2019Detailed filing. Detailed filing data is available for this year.$6.54$2.24$4.29$21.2$22.9$1.71
2018Detailed filing. Detailed filing data is available for this year.$6.64$0.64$6.01$13.8$12.9$0.93
2017Detailed filing. Detailed filing data is available for this year.$5.84$0.77$5.07$13.7$12.8$0.88
2016Detailed filing. Detailed filing data is available for this year.$5.04$0.85$4.19$13.5$11.9$1.55
2015Detailed filing. Detailed filing data is available for this year.$3.30$1.11$2.19$11.4$10.4$0.97
2014Detailed filing. Detailed filing data is available for this year.$3.68$2.46$1.22$8.65$7.52$1.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.29$0.00$2.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$1.28$0.10$2.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.83$0.03$1.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 19, 2026
Return Version
2024v5.0
Gross Receipts
$63,300,824
Mission and Program Overview

Mission

Real journey academies, inc. Charter was organized by the san bernardino unified school district to enrich the lives of students through individualized learning focused on challenging educational standards while supporting parental choice. The school currently provides education for 6th, 7th, 8th and 9th grades. The organization operates three charter schools: new vision middle school, excel prep - sb, and excel prep - ie throughout san bernardino and riverside counties.

New vision middle school is a california public charter school operated by real journey academies, inc. Ncharter was organized by the san bernardino city unified school district and nuview union school district to enrich the lives of students through individualized learning focused on challenging educational standards while supporting parental choice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$15,225,242$16,460,733▲ $1,235,491
Accounts Receivable$8,851,320$10,213,419▲ $1,362,099
Investments in Publicly Traded Securities$4,530,800$7,722,316▲ $3,191,516
Land, Buildings, and Equipment, Net$37,000,516$6,747,284▼ $30,253,232
Prepaid Expenses and Deferred Charges$985,136$542,300▼ $442,836
Total Assets$109,618,298$133,797,409▲ $24,179,111
Other Assets Total$43,025,284$92,111,357▲ $49,086,073
Liabilities
Other Liabilities$80,019,489$91,398,795▲ $11,379,306
Deferred Revenue$1,938,999$5,169,384▲ $3,230,385
Accounts Payable and Accrued Expenses$3,003,737$2,714,327▼ $289,410
Mortgage Notes Payable Secured by Investment Property$250,000$100,006▼ $149,994
Total Liabilities$85,212,225$99,382,512▲ $14,170,287
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,406,073$34,414,897▲ $10,008,824
Total Net Assets Fund Balance$24,406,073$34,414,897▲ $10,008,824
Total Liabilities and Net Assets / Fund Balance$109,618,298$133,797,409▲ $24,179,111

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,964,710$1,538,597$6,503,307
Land$1,782,574-$1,782,574
Other Assets Org$61,733--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alex LuceroChief Exec OFT$290,115$67,474$357,589
Alex LuceroChief Exec Officer-$290,115$67,474$357,589
Randel JosserandChief AcademFT$224,734$58,880$283,614
Randel JosserandChief Academic Offic-$224,734$58,880$283,614
Rose BomentreSuperintendeFT$226,898$25,262$252,160
Rose BomentreSuperintendent-$226,898$25,262$252,160
Jaime SerranoCIOFT$182,933$40,467$223,400
Jason RobertsChief of StaFT$192,334$22,750$215,084
Jason RobertsChief of Staff-$192,334$22,750$215,084
Ray CulbersonChief ImpactFT$166,611$26,480$193,091
Ray CulbersonChief Impact Officer-$166,611$26,480$193,091
Alan DarbyCFOFT$180,671$1,331$182,002

Board Members and Trustees

NameTitle
Diana RodriguezPresident
Anne ViricelMember
Joseph ChavezMember
Jack RuebensaalSecretary
Javier HernandezVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Riviera Finance Of Texas INCNon EmployeeRIVIERA FINANCE PO BOX 848062, RIVIERA FINANCE PO BOX 848062, Los Angeles, CA 90084-8062$561,174
Young Minney & Corr LLPLaw655 UNIVERSITY AVE STE 150, 655 UNIVERSITY AVE STE 150, Sacramento, CA 95825$228,202
Thanh Thi LeFacilities19921 NEWFOUNDLAND CIRCLE, 19921 NEWFOUNDLAND CIRCLE, Huntington Beach, CA 92648$180,000
Powerschool Group LLCEducationPO BOX 888408, PO BOX 888408, Los Angeles, CA 90088$175,868
Caribbian Pacific BusTransportation1883 W VIRGINA STREET, 1883 W VIRGINA STREET, San Bernardino, CA 92411$109,425
Revenue and Support

Revenue Composition

Contributions and Grants
$60,100,626
Program Service Revenue
$0
Investment Income
$874,749
Other Revenue
$2,325,449
All Other Contributions
$3,090,595
Change in Net Assets
$8,839,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$30,091,007
Other Expenses$24,370,634
Total Fundraising Expense$28,719
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$15,894,899$5,472,016-$21,366,915
Occupancy-$4,979,120-$4,979,120
Other Employee Benefits$3,566,462$1,156,639-$4,723,101
Fees for Services Other$921,054$3,781,217-$4,702,271
Payroll Taxes$1,968,574$1,277,742-$3,246,316
Interest$2,731,170--$2,731,170
Information Technology-$1,490,158-$1,490,158
Other Expenses$1,107,769$1,349,681$28,719$1,107,769
Current Officers, Directors, Trustees, and Key Employees-$754,675-$754,675
All Other Expenses$409,478$218,663-$628,141
Insurance-$567,296-$567,296
Depreciation Depletion$429,830--$429,830
Office Expenses-$422,914-$422,914
Advertising-$197,637-$197,637
Conferences and Meetings$5$85,230-$85,235
Total Functional Expenses$32,679,934$21,752,988$28,719$54,461,641
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
Operating Lease Liability$77,048,262
Intra Entity Payable$8,789,132
Opeb$5,561,401
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8B

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

Form 990, Page 6, Part VI, Line 11B

“This return will be provided to all board memebers before the filing of the return.”

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

“Board completes annually the disclosure which is monitered by the executive director. If a conflict arises the board member is asked to excuse himself or herself from the discussion and voting on the issue.”

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

“Board approves salaries and salaries are based on comparable educational non profit salaries.”

Form 990, Page 6, Part VI, Line 19

“Required documents are available upon request at the business address during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Real Journey Academies
EIN
26-3798438
Phone
9098888458
Address
3333 CONCOURS ST BUILDING 9, ONTARIO, CA 91764

Signing Officer

Name
Alan Darby
Title
CFO
Phone
9098888458
Signed
2026-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Lucero
Formed
2008
Voting Board Members
6
Independent Board Members
6
Employees
438
Volunteers
20

Preparer

Firm
Silva & Silva Cpas
Address
3040 SATURN ST STE 107, BREA, CA 92821
Preparer
Lisa Silva CPA
Phone
7143224672
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“New vision middle school is a california public charter school operated by real journey academies inc. The charter was authorized by the san bernardino chity unified school district and nuview union school district to enrich the lives of students through individualized learning focused on challenging educational standards while supporting parental choice.”

Form 990, Part XI, Line 9

“Transfers in 27,579 prior year entry 0 total 27,579”

Financial Statement Notes

Schedule D, Page 3, Part X

“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 578 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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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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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