Civic Intelligence

Roads Education Organization DBA Pivot Online Charter School

990 • Fiscal year 2015 • EIN 27-0862011

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 05, 2016

Organization ProfileWWW.SOCALONLINESCHOOL.COM/PIVOTSD
1030 LA Bonita DriveSan Marcos, CA 92078

(530) 550-7616

Siviq Scores

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

Liabilities / Assets

80th percentile

0.53x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.10x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$141,600

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

5th percentile

-25%

Faster asset growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

44%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$614,136

Down $205,061 (-25%) from 2014

Net Assets

Up

$286,385

Up $367,257 (+454%) from 2014

Liabilities

Down

$327,751

Down $572,318 (-64%) from 2014

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin70th percentile

Revenue

Up

$3,211,693

Up $980,730 (+44%) from 2014

Expenses

Up

$2,844,436

Up $465,668 (+20%) from 2014

Net Income

Up

$367,257

Up $515,062 (+348%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2013: $2,023,330Liabilities 2013: $1,956,397Net Assets 2013: $66,9332013Assets 2014: $819,197Liabilities 2014: $900,069Net Assets 2014: -$80,8722014Assets 2015: $614,136Liabilities 2015: $327,751Net Assets 2015: $286,3852015Assets 2016: $1,364,719Liabilities 2016: $561,387Net Assets 2016: $803,3322016Assets 2017: $1,618,582Liabilities 2017: $433,039Net Assets 2017: $1,185,5432017Assets 2018: $2,052,212Liabilities 2018: $492,822Net Assets 2018: $1,559,3902018Assets 2019: $3,482,383Liabilities 2019: $1,701,461Net Assets 2019: $1,780,9222019Assets 2020: $3,955,238Liabilities 2020: $1,663,745Net Assets 2020: $2,291,4932020Assets 2021: $5,095,601Liabilities 2021: $2,026,743Net Assets 2021: $3,068,8582021Assets 2022: $5,118,097Liabilities 2022: $1,311,952Net Assets 2022: $3,806,1452022Assets 2023: $7,882,377Liabilities 2023: $3,803,064Net Assets 2023: $4,079,3132023Assets 2024: $7,674,233Liabilities 2024: $2,895,623Net Assets 2024: $4,778,6102024

Highlighted filing

2015

Assets$614,136
Liabilities$327,751
Net Assets$286,385
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2013: $2,585,9462013Revenue 2014: $2,230,963Expenses 2014: $2,378,768Net Income 2014: -$147,8052014Revenue 2015: $3,211,693Expenses 2015: $2,844,436Net Income 2015: $367,2572015Revenue 2016: $4,337,102Expenses 2016: $3,820,155Net Income 2016: $516,9472016Revenue 2017: $5,899,835Expenses 2017: $5,517,624Net Income 2017: $382,2112017Revenue 2018: $7,012,137Expenses 2018: $6,638,290Net Income 2018: $373,8472018Revenue 2019: $8,175,951Expenses 2019: $7,954,419Net Income 2019: $221,5322019Revenue 2020: $8,436,127Expenses 2020: $7,925,556Net Income 2020: $510,5712020Revenue 2021: $8,653,505Expenses 2021: $7,876,140Net Income 2021: $777,3652021Revenue 2022: $9,557,306Expenses 2022: $8,820,019Net Income 2022: $737,2872022Revenue 2023: $9,715,727Expenses 2023: $9,442,559Net Income 2023: $273,1682023Revenue 2024: $11,309,030Expenses 2024: $10,609,733Net Income 2024: $699,2972024

Highlighted filing

2015

Revenue$3,211,693
Expenses$2,844,436
Net Income$367,257
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Gross Receipts
$3,211,693
Mission and Program Overview

Mission

To have students accomplish their educational goal through a virtual curriculum model that emphasizes meeting individual student's needs for mastering the state's content standards for their grade level.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$271,644$282,634▲ $10,990
Accounts Receivable$513,645$264,865▼ $248,780
Prepaid Expenses and Deferred Charges$31,122$63,851▲ $32,729
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$819,197$614,136▼ $205,061
Other Assets Total$2,786$2,786→ $0
Liabilities
Accounts Payable and Accrued Expenses$900,069$327,751▼ $572,318
Total Liabilities$900,069$327,751▼ $572,318
Net Assets / Fund Balance
Unrestricted Net Assets$-162,544$204,713▲ $367,257
Temporarily Rstr Net Assets$81,672$81,672→ $0
Total Net Assets Fund Balance$-80,872$286,385▲ $367,257
Total Liabilities and Net Assets / Fund Balance$819,197$614,136▼ $205,061
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jayna GaskellExecutive DirectorFT$141,600$141,600

Board Members and Trustees

NameTitle
Jim LewisChairman
Cory BlackMember
Glenn SouthardSecretary
Tom HalvorsenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
EDTEC llcBack Office1410-A 62ND ST, Emeryville, CA 94608$100,809
Revenue and Support

Revenue Composition

Contributions and Grants
$3,210,785
Program Service Revenue
$908
Investment Income
$0
Other Revenue
$0
All Other Contributions
$736,005
Change in Net Assets
$367,257

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,211,693
Total Revenue per Audited Statements
$3,211,693
Total Revenue per Form 990
$3,211,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,611,717
Other Expenses$1,232,719
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$882,936$243,885-$1,126,821
Other Employee Benefits$322,304$20,992-$343,296
Current Officers, Directors, Trustees, and Key Employees$141,600--$141,600
Travel$99,597--$99,597
All Other Expenses$40,226$44,936-$85,162
Other Expenses$6,545$33,379-$39,924
Total Functional Expenses$2,345,801$498,635$0$2,844,436

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,844,436
Total Expenses per Audited Statements$2,844,436
Total Expenses per Form 990$2,844,436
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, Line 11B: Form 990 Review Process

“The governing board will review the form 990 within 8 weeks of filing the form. The governing board has authorized the executive director to submit the form 990 as part of their delegation of duties.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members complete form 700 annually, disclosing any potential conflicts and are required to recuse themselves in any decisions or votes that could be a potential conflict.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive director of the charter schools receives an annual evaluation of performance conducted by the board or a sub-committee of the board. Annual goals are determined from the performance evalutaion. Future evaluations and compensation are determined, in part, as a result of the determined attainment of the annual benchmarks and goals and evaluation results.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The executive director of the charter schools receives an annual evaluation of performance conducted by the board or a sub-committee of the board. Annual goals are determined from the performance evalutaion. Future evaluations and compensation are determined, in part, as a result of the determined attainment of the annual benchmarks and goals and evaluation results.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing documents, conflict of interest policy, and financial statements are available upon request and have been part of public board meeting packets.”

Filing and Contact Details

Filer

Filer Name
Roads Education Organization
EIN
27-0862011
Phone
5305507616
Address
1030 LA BONITA DRIVE, SAN MARCOS, CA 92078

Signing Officer

Name
Jayna Gaskell Ed
Title
Executive Director
Signed
2016-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Lewis
Formed
2009
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
35
Volunteers
2

Preparer

Firm
McLean Rotherham & Company
Address
11717 Bernardo Plaza Ct Suite 215, San Diego, CA 92128
Preparer
Kathleen Schmidt CRTP
Phone
8584875751
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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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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS, ENROLLMENT MATERIALS, AND OUR CHARTER BYLAWS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BOARD WILL REVIEW THE FORM 990 WITHIN 8 WEEKS OF FILING THE FORM. THE GOVERNING BOARD HAS AUTHORIZED THE EXECUTIVE DIRECTOR TO SUBMIT THE FORM 990 AS PART OF THEIR DELEGATION OF DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS COMPLETE FORM 700 ANNUALLY, DISCLOSING ANY POTENTIAL CONFLICTS AND ARE REQUIRED TO RECUSE THEMSELVES IN ANY DECISIONS OR VOTES THAT COULD BE A POTENTIAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR OF THE CHARTER SCHOOLS RECEIVES AN ANNUAL EVALUATION OF PERFORMANCE CONDUCTED BY THE BOARD OR A SUB-COMMITTEE OF THE BOARD. ANNUAL GOALS ARE DETERMINED FROM THE PERFORMANCE EVALUTAION. FUTURE EVALUATIONS AND COMPENSATION ARE DETERMINED, IN PART, AS A RESULT OF THE DETERMINED ATTAINMENT OF THE ANNUAL BENCHMARKS AND GOALS AND EVALUATION RESULTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR OF THE CHARTER SCHOOLS RECEIVES AN ANNUAL EVALUATION OF PERFORMANCE CONDUCTED BY THE BOARD OR A SUB-COMMITTEE OF THE BOARD. ANNUAL GOALS ARE DETERMINED FROM THE PERFORMANCE EVALUTAION. FUTURE EVALUATIONS AND COMPENSATION ARE DETERMINED, IN PART, AS A RESULT OF THE DETERMINED ATTAINMENT OF THE ANNUAL BENCHMARKS AND GOALS AND EVALUATION RESULTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND HAVE BEEN PART OF PUBLIC BOARD MEETING PACKETS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-162544
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0204713
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01030 LA BONITA DRIVE
IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092078
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SOCALONLINESCHOOL.COM/PIVOTSD
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYNA GASKELL ED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROADS EDUCATION ORGANIZATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA PIVOT ONLINE CHARTER SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ROAD
ReturnHeader/Filer/EIN0270862011
ReturnHeader/Filer/PhoneNum05305507616
ReturnHeader/Filer/USAddress/AddressLine1Txt01030 LA BONITA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McLean Rotherham & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011717 Bernardo Plaza Ct Suite 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08584875751
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen Schmidt CRTP
ReturnHeader/ReturnTs02016-02-05T15:08:44-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$614,136
Liabilities
$327,751
Net assets
$286,385
Revenue
$3,211,693
Expenses
$2,844,436
Net income
$367,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.67$2.90$4.78$11.3$10.6$0.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$3.80$4.08$9.72$9.44$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.12$1.31$3.81$9.56$8.82$0.74
2021Detailed filing. Detailed filing data is available for this year.$5.10$2.03$3.07$8.65$7.88$0.78
2020Detailed filing. Detailed filing data is available for this year.$3.96$1.66$2.29$8.44$7.93$0.51
2019Detailed filing. Detailed filing data is available for this year.$3.48$1.70$1.78$8.18$7.95$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.49$1.56$7.01$6.64$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.43$1.19$5.90$5.52$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.56$0.80$4.34$3.82$0.52
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.33$0.29$3.21$2.84$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.90$0.08$2.23$2.38$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$1.96$0.07$2.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits