Civic Intelligence

Roads Education Organization DBA Pivot Online Charter School

990 • Fiscal year 2016 • EIN 27-0862011

Jul 01, 2015 to Jun 30, 2016 • Filed on May 05, 2017

Organization ProfileWWW.SOCALONLINESCHOOL.COM/PIVOTSD
1030 LA Bonita Drive Suite 100San Marcos, CA 92078

(530) 550-7616

Siviq Scores

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

Liabilities / Assets

75th percentile

0.41x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.13x

Higher debt load relative to revenue than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$141,600

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

96th percentile

122%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$1,364,719

Up $750,583 (+122%) from 2015

Net Assets

Up

$803,332

Up $516,947 (+181%) from 2015

Liabilities

Up

$561,387

Up $233,636 (+71%) from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin72nd percentile

Revenue

Up

$4,337,102

Up $1,125,409 (+35%) from 2015

Expenses

Up

$3,820,155

Up $975,719 (+34%) from 2015

Net Income

Up

$516,947

Up $149,690 (+41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$1,364,719
Liabilities$561,387
Net Assets$803,332
Open 2016 Filing

Operations Trend

Revenue Growth85th 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

2016

Revenue$4,337,102
Expenses$3,820,155
Net Income$516,947
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 5, 2017
Return Version
2015v3.0
Gross Receipts
$4,337,102
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.

To have students accomplish their educational goal through a virtual curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$282,634$649,242▲ $366,608
Accounts Receivable$264,865$524,807▲ $259,942
Land, Buildings, and Equipment, Net$0$100,145▲ $100,145
Prepaid Expenses and Deferred Charges$63,851$74,778▲ $10,927
Total Assets$614,136$1,364,719▲ $750,583
Other Assets Total$2,786$15,747▲ $12,961
Liabilities
Accounts Payable and Accrued Expenses$327,751$328,291▲ $540
Other Liabilities$0$233,096▲ $233,096
Total Liabilities$327,751$561,387▲ $233,636
Net Assets / Fund Balance
Unrestricted Net Assets$204,713$702,131▲ $497,418
Temporarily Rstr Net Assets$81,672$101,201▲ $19,529
Total Net Assets Fund Balance$286,385$803,332▲ $516,947
Total Liabilities and Net Assets / Fund Balance$614,136$1,364,719▲ $750,583

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$96,252$558$96,810
Other Land Buildings$3,893-$3,893
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
Kevin HarriganMember
Cory BlackSecretary
Tom HalvorsenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,337,102
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$18,658
Change in Net Assets
$516,947

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,337,102
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,337,102
Total Revenue per Form 990
$4,337,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,219,827
Other Expenses$1,600,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,533,130$106,675-$1,639,805
Other Employee Benefits$422,408$16,014-$438,422
Current Officers, Directors, Trustees, and Key Employees$141,600--$141,600
Travel$120,070--$120,070
All Other Expenses$52,984$8,138-$61,122
Other Expenses$40,769$10,190-$50,959
Depreciation Depletion-$558-$558
Total Functional Expenses$3,341,386$478,769$0$3,820,155

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,820,155
Total Expenses per Audited Statements$3,820,155
Total Expenses per Form 990$3,820,155
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
Cash Deficit$233,096
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 11

“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, Section B, Line 12C

“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, Section B, Line 15

“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, Section C, Line 19

“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 SUITE 100, SAN MARCOS, CA 92078

Signing Officer

Name
Jayna Gaskell
Title
Executive Director
Phone
5305507616
Signed
2017-05-05
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
Squar Milner Llp
Address
11717 BERNARDO PLAZA COURT SUITE, 215, SAN DIEGO, CA 92128
Preparer
James a Rotherham CPA
Phone
8584875751
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Raw XML Appendix364 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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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS, ENROLLMENT MATERIALS, AND OUR CHARTER BYLAWS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND HAVE BEEN PART OF PUBLIC BOARD MEETING PACKETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
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:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt081672
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0101201
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0614136
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IRS990/TotalAssetsGrp/BOYAmt0614136
IRS990/TotalAssetsGrp/EOYAmt01364719
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04337102
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0478769
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03341386
IRS990/TotalFunctionalExpensesGrp/TotalAmt03820155
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0327751
IRS990/TotalLiabilitiesEOYAmt0561387
IRS990/TotalLiabilitiesGrp/BOYAmt0327751
IRS990/TotalLiabilitiesGrp/EOYAmt0561387
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0286385
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0803332
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03341386
IRS990/TotalReportableCompFromOrgAmt0141600
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04337102
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0614136
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01364719
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0120070
IRS990/TravelGrp/TotalAmt0120070
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0204713
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0702131
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01030 LA BONITA DRIVE SUITE 100
IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092078
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SOCALONLINESCHOOL.COM/PIVOTSD
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYNA GASKELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05305507616
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
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 SUITE 100
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011717 BERNARDO PLAZA COURT SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08584875751
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A ROTHERHAM CPA
ReturnHeader/ReturnTs02017-05-08T12:17:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,364,719
Liabilities
$561,387
Net assets
$803,332
Revenue
$4,337,102
Expenses
$3,820,155
Net income
$516,947
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