Civic Intelligence

Ivy Tech Charter School

990 • Fiscal year 2024 • EIN 27-1558172

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 04, 2025

6591 Collins Dr E5Moorpark, CA 93021

(805) 222-5188

Siviq Scores

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

Liabilities / Assets

60th percentile

0.12x

Higher debt load relative to assets than 60% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.16x

Higher debt load relative to revenue than 63% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$187,571

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-5.1%

Faster asset growth than 22% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-4.7%

Faster revenue growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,625,965

Up $973,863 (+37%) from 2021

Net Assets

Up

$3,193,820

Up $787,291 (+33%) from 2021

Liabilities

Up

$432,145

Up $186,572 (+76%) from 2021

Revenue

Up

$2,667,006

Up $334,665 (+14%) from 2021

Expenses

Up

$2,288,416

Up $656,250 (+40%) from 2021

Net Income

Down

$378,590

Down $321,585 (-46%) from 2021

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $578,097Liabilities 2012: $116,448Net Assets 2012: $461,6492012Assets 2015: $867,844Liabilities 2015: $26,883Net Assets 2015: $840,9612015Assets 2016: $984,575Liabilities 2016: $82,477Net Assets 2016: $902,0982016Assets 2017: $943,635Liabilities 2017: $18,528Net Assets 2017: $925,1072017Assets 2018: $1,076,021Liabilities 2018: $74,600Net Assets 2018: $1,001,4212018Assets 2019: $1,504,807Liabilities 2019: $219,501Net Assets 2019: $1,285,3062019Assets 2020: $1,948,345Liabilities 2020: $241,991Net Assets 2020: $1,706,3542020Assets 2021: $2,652,102Liabilities 2021: $245,573Net Assets 2021: $2,406,5292021Assets 2024: $3,625,965Liabilities 2024: $432,145Net Assets 2024: $3,193,8202024

Highlighted filing

2024

Assets$3,625,965
Liabilities$432,145
Net Assets$3,193,820

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2012: $585,4372012Revenue 2015: $1,160,352Expenses 2015: $1,090,294Net Income 2015: $70,0582015Revenue 2016: $1,258,568Expenses 2016: $1,197,431Net Income 2016: $61,1372016Revenue 2017: $1,333,142Expenses 2017: $1,310,133Net Income 2017: $23,0092017Revenue 2018: $1,403,841Expenses 2018: $1,327,527Net Income 2018: $76,3142018Revenue 2019: $1,665,372Expenses 2019: $1,381,487Net Income 2019: $283,8852019Revenue 2020: $1,950,203Expenses 2020: $1,529,155Net Income 2020: $421,0482020Revenue 2021: $2,332,341Expenses 2021: $1,632,166Net Income 2021: $700,1752021Revenue 2024: $2,667,006Expenses 2024: $2,288,416Net Income 2024: $378,5902024

Highlighted filing

2024

Revenue$2,667,006
Expenses$2,288,416
Net Income$378,590
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 4, 2025
Return Version
2023v6.0
Gross Receipts
$2,667,006
Mission and Program Overview

Mission

Ivy tech charter school educates students to have the knowledge, character, and critical skills necessary to explore and contribute to the world in positive ways. Through design thinking strategies, inquiry-based learning, effective communication and inspired collaboration, ivytech graduates move on from their scholastic experience at ivytech charter school with purpose. They go on to cultivate action in the world that sparks both creative investigation and innovation, thereby becoming both global learners and leaders of the 21st century.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,691,716$2,585,150▼ $106,566
Accounts Receivable$653,151$794,798▲ $141,647
Prepaid Expenses and Deferred Charges$25,432$0▼ $25,432
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,819,414$3,625,965▼ $193,449
Other Assets Total$449,115$246,017▼ $203,098
Liabilities
Accounts Payable and Accrued Expenses$585,340$217,022▼ $368,318
Other Liabilities$418,844$215,123▼ $203,721
Total Liabilities$1,004,184$432,145▼ $572,039
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,815,230$3,193,820▲ $378,590
Total Net Assets Fund Balance$2,815,230$3,193,820▲ $378,590
Total Liabilities and Net Assets / Fund Balance$3,819,414$3,625,965▼ $193,449

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$61,397$61,397
Leasehold Improvements$0$24,000$24,000
Other Assets Org$209,064--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adreanna DiazPrincipalFT$148,500$39,071$187,571
Geoffrey FranklDirector of OperationsFT$148,500$39,071$187,571
Casey NielsonMemberPT$74,092$12,024$86,116

Board Members and Trustees

NameTitle
Jennifer EliasChairperson
Cathy CrowleyMember
Kyle MyersMember
Marla KengenMember
Revenue and Support

Revenue Composition

Contributions and Grants
$2,661,412
Program Service Revenue
$0
Investment Income
$5,594
Other Revenue
$0
All Other Contributions
$1,646
Change in Net Assets
$378,590

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,667,006
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,667,006
Total Revenue per Form 990
$2,667,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,302,737
Other Expenses$985,679
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$418,016$61,182-$479,198
Other Employee Benefits$395,942$16,497-$412,439
Other Salaries and Wages$378,096--$378,096
Occupancy$88,351$29,511-$117,862
Fees for Services Other$29,176$77,689-$106,865
Payroll Taxes$31,684$1,320-$33,004
Fees for Services Accounting$8,079$21,510-$29,589
All Other Expenses$20,888$7,647-$28,535
Conferences and Meetings$28,000--$28,000
Other Expenses$13,328$9,816-$23,144
Insurance-$18,833-$18,833
Information Technology$14,830$3,830-$18,660
Office Expenses$3,391$2,498-$5,889
Advertising$4,153--$4,153
Fees for Services Legal$20$55-$75
Total Functional Expenses$1,957,281$331,135$0$2,288,416

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,288,416
Total Expenses per Audited Statements$2,288,416
Total Expenses per Form 990$2,288,416
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
Operating Lease Liability$215,123
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
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 A, Line 8B

The organization does not have a committee with authority to act on its behalf.

Form 990, Part VI, Section B, Line 11B

A copy of the return will be provided to board members prior to filing

Form 990, Part VI, Section B, Line 12C

In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board of directors meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists.

Form 990, Part VI, Section B, Line 15A

The process includes all of these elements: 1) review and approval by the board of directors, 2) use of data as to comparable compensation within ventura/tri county; 3)contemporaneous documentation and recordkeeping.

Form 990, Part VI, Section C, Line 19

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

Form 990 Part VII Column F

The organization participates in the public employee retirement system of california and state teachers retirement system, defined benefit plans, due to the size and varied participants in this plan the actuarial value is not calculated on a per employee basis. No amount is included in column f for a reasonable estimate of the increase in actuarial value.

Filing and Contact Details

Filer

Filer Name
Ivy Tech Charter School
EIN
27-1558172
Phone
8052225188
Address
6591 COLLINS DR E5, MOORPARK, CA 93021

Signing Officer

Name
Geoffrey Frankl
Title
Director of Operations
Phone
8052225188
Signed
2025-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Geoffrey Frankl
Formed
2009
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
14
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

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 455 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/BOYAmt0585340
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0217022
IRS990/AccountsReceivableGrp/BOYAmt0653151
IRS990/AccountsReceivableGrp/EOYAmt0794798
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0IVY TECH CHARTER SCHOOL EDUCATES STUDENTS TO HAVE THE KNOWLEDGE, CHARACTER, AND CRITICAL SKILLS NECESSARY TO EXPLORE AND CONTRIBUTE TO THE WORLD IN POSITIVE WAYS. THROUGH DESIGN THINKING STRATEGIES, INQUIRY-BASED LEARNING, EFFECTIVE COMMUNICATION AND INSPIRED COLLABORATION, IVYTECH GRADUATES MOVE ON FROM THEIR SCHOLASTIC EXPERIENCE AT IVYTECH CHARTER SCHOOL WITH PURPOSE. THEY GO ON TO CULTIVATE ACTION IN THE WORLD THAT SPARKS BOTH CREATIVE INVESTIGATION AND INNOVATION, THEREBY BECOMING BOTH GLOBAL LEARNERS AND LEADERS OF THE 21ST CENTURY.
IRS990/AdvertisingGrp/ProgramServicesAmt04153
IRS990/AdvertisingGrp/TotalAmt04153
IRS990/AllOtherContributionsAmt01646
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07647
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020888
IRS990/AllOtherExpensesGrp/TotalAmt028535
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08052225188
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06591 COLLINS DR E5
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOORPARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093021
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt061182
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0418016
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0479198
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt028000
IRS990/ConferencesMeetingsGrp/TotalAmt028000
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02661412
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05594
IRS990/CYOtherExpensesAmt0985679
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0378590
IRS990/CYSalariesCompEmpBnftPaidAmt01302737
IRS990/CYTotalExpensesAmt02288416
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02667006
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0A CALIFORNIA PUBLIC CHARTER SCHOOL CURRENTLY SERVING 60 STUDENTS IN GRADES SEVEN THROUGH TWELVE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01957281
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021510
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08079
IRS990/FeesForServicesAccountingGrp/TotalAmt029589
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt055
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt020
IRS990/FeesForServicesLegalGrp/TotalAmt075
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt077689
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt029176
IRS990/FeesForServicesOtherGrp/TotalAmt0106865
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt530.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt134616
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt512024
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt634616
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER ELIAS
IRS990/Form990PartVIISectionAGrp/PersonNm1GEOFFREY FRANKL
IRS990/Form990PartVIISectionAGrp/PersonNm2MARLA KENGEN
IRS990/Form990PartVIISectionAGrp/PersonNm3KYLE MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm4CATHY CROWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5CASEY NIELSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ADREANNA DIAZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1152955
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt574092
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6152955
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRINCIPAL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt02659766
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02667006
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03830
IRS990/InformationTechnologyGrp/ProgramServicesAmt014830
IRS990/InformationTechnologyGrp/TotalAmt018660
IRS990/InsuranceGrp/ManagementAndGeneralAmt018833
IRS990/InsuranceGrp/TotalAmt018833
IRS990/InvestmentIncomeGrp/ExclusionAmt05594
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05594
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt085397
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt085397
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IVY TECH CHARTER SCHOOL EDUCATES STUDENTS TO HAVE THE KNOWLEDGE, CHARACTER, AND CRITICAL SKILLS NECESSARY TO EXPLORE AND CONTRIBUTE TO THE WORLD IN POSITIVE WAYS. THROUGH DESIGN THINKING STRATEGIES, INQUIRY-BASED LEARNING, EFFECTIVE COMMUNICATION AND INSPIRED COLLABORATION, IVYTECH GRADUATES MOVE ON FROM THEIR SCHOLASTIC EXPERIENCE AT IVYTECH CHARTER SCHOOL WITH PURPOSE. THEY GO ON TO CULTIVATE ACTION IN THE WORLD THAT SPARKS BOTH CREATIVE INVESTIGATION AND INNOVATION, THEREBY BECOMING BOTH GLOBAL LEARNERS AND LEADERS OF THE 21ST CENTURY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02815230
IRS990/NetAssetsOrFundBalancesEOYAmt03193820
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02815230
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03193820
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt029511
IRS990/OccupancyGrp/ProgramServicesAmt088351
IRS990/OccupancyGrp/TotalAmt0117862
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02498
IRS990/OfficeExpensesGrp/ProgramServicesAmt03391
IRS990/OfficeExpensesGrp/TotalAmt05889
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0449115
IRS990/OtherAssetsTotalGrp/EOYAmt0246017
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016497
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0395942
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0412439
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1AMORTIZATION OF RIGHT-O
IRS990/OtherExpensesGrp/Desc2STUDENT NUTRITION
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029972
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150775
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29816
IRS990/OtherExpensesGrp/ProgramServicesAmt0332479
IRS990/OtherExpensesGrp/ProgramServicesAmt1152323
IRS990/OtherExpensesGrp/ProgramServicesAmt238525
IRS990/OtherExpensesGrp/ProgramServicesAmt313328
IRS990/OtherExpensesGrp/TotalAmt0362451
IRS990/OtherExpensesGrp/TotalAmt1203098
IRS990/OtherExpensesGrp/TotalAmt238525
IRS990/OtherExpensesGrp/TotalAmt323144
IRS990/OtherLiabilitiesGrp/BOYAmt0418844
IRS990/OtherLiabilitiesGrp/EOYAmt0215123
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0378096
IRS990/OtherSalariesAndWagesGrp/TotalAmt0378096
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01320
IRS990/PayrollTaxesGrp/ProgramServicesAmt031684
IRS990/PayrollTaxesGrp/TotalAmt033004
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025432
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GEOFFREY FRANKL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02796758
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01470
IRS990/PYOtherExpensesAmt0976441
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0370935
IRS990/PYSalariesCompEmpBnftPaidAmt01450852
IRS990/PYTotalExpensesAmt02427293
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02798228
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0378590
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02691716
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02585150
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02288416
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt024000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt036953
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1209064
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OPERATING LEASE RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061397
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt061397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0215123
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02667006
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0246017
IRS990ScheduleD/TotalExpensesPerForm990Amt02288416
IRS990ScheduleD/TotalLiabilityAmt0215123
IRS990ScheduleD/TotalRevenuePerForm990Amt02667006
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02667006
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02288416
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND THEREFORE IS NOT SUBJECT TO THE FORMAL COMPLIANCE WITH REVENUE PROCEDURE 75-50 AS LONG AS THE CHARTER AGREEMENT WITH THE STATE IS IN EFFECT. THE SCHOOL DOES INCLUDE INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTICES IN ITS INTENT TO ENROLL FORM, WEBSITE, ADVERTISING IN NEWSPAPER AND TRADE SHOWS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2CALIFORNIA STATE APPORTIONMENT REVENUE BASED ON STUDENT ATTENDANCE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0148500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1148500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount04455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount14455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt034616
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt134616
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GEOFFREY FRANKL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ADREANNA DIAZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR OF OPERATIONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRINCIPAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0187571
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1187571
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN WILL BE PROVIDED TO BOARD MEMBERS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS INCLUDES ALL OF THESE ELEMENTS: 1) REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS, 2) USE OF DATA AS TO COMPARABLE COMPENSATION WITHIN VENTURA/TRI COUNTY; 3)CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REQUIRED DOCUMENTS ARE AVAILABLE AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PARTICIPATES IN THE PUBLIC EMPLOYEE RETIREMENT SYSTEM OF CALIFORNIA AND STATE TEACHERS RETIREMENT SYSTEM, DEFINED BENEFIT PLANS, DUE TO THE SIZE AND VARIED PARTICIPANTS IN THIS PLAN THE ACTUARIAL VALUE IS NOT CALCULATED ON A PER EMPLOYEE BASIS. NO AMOUNT IS INCLUDED IN COLUMN F FOR A REASONABLE ESTIMATE OF THE INCREASE IN ACTUARIAL VALUE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VII COLUMN F
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03819414
IRS990/TotalAssetsEOYAmt03625965
IRS990/TotalAssetsGrp/BOYAmt03819414
IRS990/TotalAssetsGrp/EOYAmt03625965
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt02661412
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0331135
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01957281
IRS990/TotalFunctionalExpensesGrp/TotalAmt02288416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01004184
IRS990/TotalLiabilitiesEOYAmt0432145
IRS990/TotalLiabilitiesGrp/BOYAmt01004184

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings