Civic Intelligence

Roads Education Organization DBA Pivot Online Charter School

990 • Fiscal year 2018 • EIN 27-0862011

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 08, 2019

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

59th percentile

0.24x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.07x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$163,501

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

87th percentile

27%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$2,052,212

Up $433,630 (+27%) from 2017

Net Assets

Up

$1,559,390

Up $373,847 (+32%) from 2017

Liabilities

Up

$492,822

Up $59,783 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin57th percentile

Revenue

Up

$7,012,137

Up $1,112,302 (+19%) from 2017

Expenses

Up

$6,638,290

Up $1,120,666 (+20%) from 2017

Net Income

Down

$373,847

Down $8,364 (-2.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2018

Assets$2,052,212
Liabilities$492,822
Net Assets$1,559,390
Open 2018 Filing

Operations Trend

Revenue Growth75th 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

2018

Revenue$7,012,137
Expenses$6,638,290
Net Income$373,847
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 8, 2019
Return Version
2017v2.3
Gross Receipts
$7,012,137
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 rigorous high tech online educational platform supported by class offerings and individualized attention.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$629,702$977,511▲ $347,809
Accounts Receivable$579,465$692,413▲ $112,948
Land, Buildings, and Equipment, Net$268,982$267,151▼ $1,831
Prepaid Expenses and Deferred Charges$69,716$98,190▲ $28,474
Total Assets$1,618,582$2,052,212▲ $433,630
Other Assets Total$70,717$16,947▼ $53,770
Liabilities
Accounts Payable and Accrued Expenses$433,039$492,822▲ $59,783
Total Liabilities$433,039$492,822▲ $59,783
Net Assets / Fund Balance
Unrestricted Net Assets$998,043$1,211,539▲ $213,496
Temporarily Rstr Net Assets$187,500$347,851▲ $160,351
Total Net Assets Fund Balance$1,185,543$1,559,390▲ $373,847
Total Liabilities and Net Assets / Fund Balance$1,618,582$2,052,212▲ $433,630

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$220,362$85,886$306,248
Other Land Buildings$46,789$5,711$52,500
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jayna GaskellExecutive DirectorFT$163,501$163,501
Elizabeth JonesChief Business OfficerFT$76,715$76,715

Board Members and Trustees

NameTitle
Jim LewisChairman
Kevin HarriganVice Chairman
Oj SutherlandMember
Patricia E MartelMember
Ralph HolmesMember
Steve SiegelMember
Tom HalvorsenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$7,012,137
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$64,474
Change in Net Assets
$373,847

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,012,137
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,012,137
Total Revenue per Form 990
$7,012,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,344,034
Other Expenses$2,294,256
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,955,599$217,462-$3,173,061
Other Employee Benefits$857,103$73,654-$930,757
Current Officers, Directors, Trustees, and Key Employees$163,501$76,715-$240,216
Travel$195,632--$195,632
Other Expenses$13,811$73,325-$87,136
Depreciation Depletion-$50,981-$50,981
All Other Expenses$48,015$-87,568-$-39,553
Total Functional Expenses$5,389,529$1,248,761$0$6,638,290

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,638,290
Total Expenses per Audited Statements$6,638,290
Total Expenses per Form 990$6,638,290
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

“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, SAN MARCOS, CA 92078

Signing Officer

Name
Jayna Gaskell
Title
Executive Director
Phone
5305507616
Signed
2019-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Lewis
Formed
2009
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
75
Volunteers
2

Preparer

Firm
Squar Milner Llp
Address
3655 NOBEL DRIVE SUITE 450, 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 412 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/BOYAmt0433039
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0492822
IRS990/AccountsReceivableGrp/BOYAmt0579465
IRS990/AccountsReceivableGrp/EOYAmt0692413
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HAVE STUDENTS ACCOMPLISH THEIR EDUCATIONAL GOAL THROUGH A RIGOROUS HIGH TECH ONLINE EDUCATIONAL PLATFORM SUPPORTED BY CLASS OFFERINGS AND INDIVIDUALIZED ATTENTION.
IRS990/AllOtherContributionsAmt064474
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-87568
IRS990/AllOtherExpensesGrp/ProgramServicesAmt048015
IRS990/AllOtherExpensesGrp/TotalAmt0-39553
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EDTEC LLC
IRS990/BooksInCareOfDetail/PhoneNum05106633500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01410-A 62ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0EMERYVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094608
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0629702
IRS990/CashNonInterestBearingGrp/EOYAmt0977511
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt076715
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0163501
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0240216
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07012137
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt02294256
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0373847
IRS990/CYSalariesCompEmpBnftPaidAmt04344034
IRS990/CYTotalExpensesAmt06638290
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07012137
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt050981
IRS990/DepreciationDepletionGrp/TotalAmt050981
IRS990/Desc0TO PROVIDE AN ONLINE CURRICULUM TO STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt075
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05389529
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/PersonNm0JIM LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM HALVORSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN HARRIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3RALPH HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE SIEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm5OJ SUTHERLAND
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICIA E MARTEL
IRS990/Form990PartVIISectionAGrp/PersonNm7JAYNA GASKELL
IRS990/Form990PartVIISectionAGrp/PersonNm8ELIZABETH JONES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7163501
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt876715
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF BUSINESS OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt06947663
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07012137
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt041
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt091597
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0268982
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0267151
IRS990/LandBldgEquipCostOrOtherBssAmt0358748
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INSTRUCT STUDENTS IN GRADES TK-12 THROUGH A RIGOROUS HIGH TECH ONLINE EDUCATIONAL PLATFORM SUPPORTED BY CLASS OFFERINGS AND INDIVIDUALIZED ATTENTION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01185543
IRS990/NetAssetsOrFundBalancesEOYAmt01559390
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt070717
IRS990/OtherAssetsTotalGrp/EOYAmt016947
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt073654
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0857103
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0930757
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL/CONSULTING
IRS990/OtherExpensesGrp/Desc1RENTAL, LEASES & REPAIR
IRS990/OtherExpensesGrp/Desc2BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc3OPERATION & HOUSEKEEPIN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0389022
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1411670
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt243500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt373325
IRS990/OtherExpensesGrp/ProgramServicesAmt01026007
IRS990/OtherExpensesGrp/ProgramServicesAmt151473
IRS990/OtherExpensesGrp/ProgramServicesAmt278388
IRS990/OtherExpensesGrp/ProgramServicesAmt313811
IRS990/OtherExpensesGrp/TotalAmt01415029
IRS990/OtherExpensesGrp/TotalAmt1463143
IRS990/OtherExpensesGrp/TotalAmt2121888
IRS990/OtherExpensesGrp/TotalAmt387136
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0217462
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02955599
IRS990/OtherSalariesAndWagesGrp/TotalAmt03173061
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt069716
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt098190
IRS990/PrincipalOfficerNm0JIM LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05899835
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02191090
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0382211
IRS990/PYSalariesCompEmpBnftPaidAmt03326534
IRS990/PYTotalExpensesAmt05517624
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05899835
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0373847
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06638290
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0220362
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt085886
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0306248
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt046789
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05711
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052500
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07012137
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0267151
IRS990ScheduleD/TotalExpensesPerForm990Amt06638290
IRS990ScheduleD/TotalRevenuePerForm990Amt07012137
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07012137
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06638290
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 OUR CHARTER BYLAWS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0163501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAYNA GASKELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0163501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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 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:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0187500
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0347851
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01618582
IRS990/TotalAssetsEOYAmt02052212
IRS990/TotalAssetsGrp/BOYAmt01618582
IRS990/TotalAssetsGrp/EOYAmt02052212
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt07012137
IRS990/TotalEmployeeCnt075
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01248761
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05389529
IRS990/TotalFunctionalExpensesGrp/TotalAmt06638290
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0433039
IRS990/TotalLiabilitiesEOYAmt0492822
IRS990/TotalLiabilitiesGrp/BOYAmt0433039
IRS990/TotalLiabilitiesGrp/EOYAmt0492822
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01185543
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01559390
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05389529
IRS990/TotalReportableCompFromOrgAmt0240216
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07012137
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01618582
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02052212
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0195632
IRS990/TravelGrp/TotalAmt0195632
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0998043
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01211539
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01030 LA BONITA DRIVE
IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092078
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SOCALONLINESCHOOL.COM/PIVOTSD
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYNA GASKELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05305507616
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06687ABF6308D680C7443E76F45D6F0800A1D8AAF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId006E3AE8A6089180EE16D25EBB226D16D82705A39
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.38.18.164
ReturnHeader/FilingSecurityInformation/IPDt02019-01-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:30:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP

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
$2,052,212
Liabilities
$492,822
Net assets
$1,559,390
Revenue
$7,012,137
Expenses
$6,638,290
Net income
$373,847
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