Civic Intelligence

Ivy Tech Charter School

990 • Fiscal year 2025 • EIN 27-1558172

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 25, 2026

Organization ProfileWWW.IVYTECHCS.ORG
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

78th percentile

0.42x

Higher debt load relative to assets than 78% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.85x

Higher debt load relative to revenue than 84% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

30th percentile

-1.2%

Higher net margin than 30% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

78th percentile

$203,857

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

94th percentile

50%

Faster asset growth than 94% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

0.7%

Faster revenue growth than 37% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$5,450,353

Up $2,798,251 (+106%) from 2021

Net Assets

Up

$3,162,555

Up $756,026 (+31%) from 2021

Liabilities

Up

$2,287,798

Up $2,042,225 (+832%) from 2021

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin30th percentile

Revenue

Up

$2,684,527

Up $352,186 (+15%) from 2021

Expenses

Up

$2,715,792

Up $1,083,626 (+66%) from 2021

Net Income

Down

-$31,265

Down $731,440 (-104%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$6.0M$4.0M$2.0M$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 2025: $5,450,353Liabilities 2025: $2,287,798Net Assets 2025: $3,162,5552025

Highlighted filing

2025

Assets$5,450,353
Liabilities$2,287,798
Net Assets$3,162,555
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 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 2025: $2,684,527Expenses 2025: $2,715,792Net Income 2025: -$31,2652025

Highlighted filing

2025

Revenue$2,684,527
Expenses$2,715,792
Net Income-$31,265
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 25, 2026
Return Version
2024v5.5
Gross Receipts
$2,684,527
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.

California charter school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,585,150$2,645,523▲ $60,373
Accounts Receivable$794,798$596,818▼ $197,980
Prepaid Expenses and Deferred Charges$0$590▲ $590
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,625,965$5,450,353▲ $1,824,388
Other Assets Total$246,017$2,207,422▲ $1,961,405
Liabilities
Other Liabilities$215,123$2,216,111▲ $2,000,988
Deferred Revenue$0$38,326▲ $38,326
Accounts Payable and Accrued Expenses$217,022$33,361▼ $183,661
Total Liabilities$432,145$2,287,798▲ $1,855,653
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,193,820$3,162,555▼ $31,265
Total Net Assets Fund Balance$3,193,820$3,162,555▼ $31,265
Total Liabilities and Net Assets / Fund Balance$3,625,965$5,450,353▲ $1,824,388

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$61,397$61,397
Leasehold Improvements$0$24,000$24,000
Other Assets Org$2,167,422--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adreanna DiazPrincipalFT$156,830$47,027$203,857
Geoffrey FranklDirector of OperationsFT$156,830$47,027$203,857
Casey NielsonBoard Member, TeacherFT$83,064$12,772$95,836

Board Members and Trustees

NameTitle
Jennifer EliasChairperson
Cathy CrowleyBoard Member
Kyle MyersBoard Member
Marla KengenBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,658,402
Program Service Revenue
$0
Investment Income
$26,125
Other Revenue
$0
All Other Contributions
$7,477
Change in Net Assets
$-31,265

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,684,527
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,684,527
Total Revenue per Form 990
$2,684,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,661,966
Other Expenses$1,053,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$692,828$41,465-$734,293
Current Officers, Directors, Trustees, and Key Employees$462,160$25,784-$487,944
Other Employee Benefits$299,475$10,398-$309,873
Occupancy$143,697$63,234-$206,931
Fees for Services Other$47,777$74,813-$122,590
Pension Plan Contributions$85,129$3,656-$88,785
Payroll Taxes$39,428$1,643-$41,071
Conferences and Meetings$34,989--$34,989
Office Expenses$25,683--$25,683
Fees for Services Accounting-$23,633-$23,633
Information Technology$18,555$4,559-$23,114
Insurance-$22,856-$22,856
All Other Expenses$12,135--$12,135
Advertising$6,681--$6,681
Fees for Services Legal-$1,715-$1,715
Other Expenses$634$49,458-$634
Total Functional Expenses$2,355,073$360,719$0$2,715,792

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,715,792
Total Expenses per Audited Statements$2,715,792
Total Expenses per Form 990$2,715,792
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$2,216,111
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
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 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 15

“The process includes all of these elements for the director of operations and principal: 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
2026-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Geoffrey Frankl
Formed
2009
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
33
Volunteers
4

Preparer

Firm
Eide Bailly Llp
Address
800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
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.”

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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.
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0378590
IRS990/PYSalariesCompEmpBnftPaidAmt01302737
IRS990/PYTotalExpensesAmt02288416
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02667006
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-31265
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02585150
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02645523
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/ExpensesSubtotalAmt02715792
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt024000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt040000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12167422
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OPERATING LEASE RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061397
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt061397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02216111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02684527
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/TotalBookValueOtherAssetsAmt02207422
IRS990ScheduleD/TotalExpensesPerForm990Amt02715792
IRS990ScheduleD/TotalLiabilityAmt02216111
IRS990ScheduleD/TotalRevenuePerForm990Amt02684527
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02684527
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02715792
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/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0156830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1156830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount04678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount14678
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/DeferredCompensationFlngOrgAmt04000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt14000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt038349
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt138349
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/TotalCompensationFilingOrgAmt0203857
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1203857
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 FOR THE DIRECTOR OF OPERATIONS AND PRINCIPAL: 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 15
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/TotalAssetsBOYAmt03625965
IRS990/TotalAssetsEOYAmt05450353
IRS990/TotalAssetsGrp/BOYAmt03625965
IRS990/TotalAssetsGrp/EOYAmt05450353
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt02658402
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0360719
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02355073
IRS990/TotalFunctionalExpensesGrp/TotalAmt02715792

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,450,353
Liabilities
$2,287,798
Net assets
$3,162,555
Revenue
$2,684,527
Expenses
$2,715,792
Net income
-$31,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.45$2.29$3.16$2.68$2.72$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.25$2.41$2.33$1.63$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.24$1.71$1.95$1.53$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.22$1.29$1.67$1.38$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.07$1.00$1.40$1.33$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.02$0.93$1.33$1.31$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.08$0.90$1.26$1.20$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.03$0.84$1.16$1.09$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.12$0.46$0.59