Civic Intelligence

Bay View Academy

990 • Fiscal year 2019 • EIN 27-2907444

Jul 01, 2018 to Jun 30, 2019 • Filed on May 06, 2020

Organization ProfileBAYVIEW-ACADEMY.ORG
222 Casa Verde WayMonterey, CA 93940

(831) 717-4630

Siviq Scores

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

Liabilities / Assets

47th percentile

0.13x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.05x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$172,324

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

67th percentile

9.3%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$2,334,490

Up $199,581 (+9.3%) from 2018

Net Assets

Up

$2,041,470

Up $73,069 (+3.7%) from 2018

Liabilities

Up

$293,020

Up $126,512 (+76%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin44th percentile

Revenue

Up

$5,579,529

Up $968,437 (+21%) from 2018

Expenses

Up

$5,506,460

Up $1,128,812 (+26%) from 2018

Net Income

Down

$73,069

Down $160,375 (-69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $264,530Liabilities 2012: $168,263Net Assets 2012: $96,2672012Assets 2013: $606,943Liabilities 2013: $304,347Net Assets 2013: $302,5962013Assets 2014: $578,242Liabilities 2014: $116,826Net Assets 2014: $461,4162014Assets 2015: $756,046Liabilities 2015: $143,642Net Assets 2015: $612,4042015Assets 2016: $1,408,513Liabilities 2016: $145,951Net Assets 2016: $1,262,5622016Assets 2017: $1,901,413Liabilities 2017: $166,456Net Assets 2017: $1,734,9572017Assets 2018: $2,134,909Liabilities 2018: $166,508Net Assets 2018: $1,968,4012018Assets 2019: $2,334,490Liabilities 2019: $293,020Net Assets 2019: $2,041,4702019Assets 2020: $3,230,839Liabilities 2020: $1,154,543Net Assets 2020: $2,076,2962020Assets 2021: $3,248,476Liabilities 2021: $486,108Net Assets 2021: $2,762,3682021Assets 2022: $3,278,259Liabilities 2022: $736,063Net Assets 2022: $2,542,1962022Assets 2023: $3,501,198Liabilities 2023: $1,054,103Net Assets 2023: $2,447,0952023Assets 2024: $2,846,623Liabilities 2024: $751,857Net Assets 2024: $2,094,7662024

Highlighted filing

2019

Assets$2,334,490
Liabilities$293,020
Net Assets$2,041,470
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

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

$10M$5.0M$0-$5.0MExpenses 2012: $1,236,5922012Expenses 2013: $1,601,2732013Revenue 2014: $2,316,954Expenses 2014: $2,158,134Net Income 2014: $158,8202014Revenue 2015: $2,786,431Expenses 2015: $2,635,443Net Income 2015: $150,9882015Revenue 2016: $3,749,752Expenses 2016: $3,099,594Net Income 2016: $650,1582016Revenue 2017: $4,203,593Expenses 2017: $3,731,198Net Income 2017: $472,3952017Revenue 2018: $4,611,092Expenses 2018: $4,377,648Net Income 2018: $233,4442018Revenue 2019: $5,579,529Expenses 2019: $5,506,460Net Income 2019: $73,0692019Revenue 2020: $5,450,014Expenses 2020: $5,415,188Net Income 2020: $34,8262020Revenue 2021: $6,252,008Expenses 2021: $5,565,936Net Income 2021: $686,0722021Revenue 2022: $6,335,667Expenses 2022: $6,555,839Net Income 2022: -$220,1722022Revenue 2023: $8,040,081Expenses 2023: $8,135,182Net Income 2023: -$95,1012023Revenue 2024: $7,763,441Expenses 2024: $8,115,770Net Income 2024: -$352,3292024

Highlighted filing

2019

Revenue$5,579,529
Expenses$5,506,460
Net Income$73,069
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 6, 2020
Return Version
2018v3.1
Gross Receipts
$5,583,129
Mission and Program Overview

Mission

In the k-8 charter school, we build strong, collaborative relationships to fuel a diverse, inclusive community committed to lifelong learning.

Bay view academy is a k-8 california charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,190,720$1,246,008▲ $55,288
Cash and Non-Interest-Bearing Accounts$762,624$796,435▲ $33,811
Pledges and Grants Receivable$143,176$188,991▲ $45,815
Prepaid Expenses and Deferred Charges$25,083$92,649▲ $67,566
Land, Buildings, and Equipment, Net$13,206$10,307▼ $2,899
Accounts Receivable$100$100→ $0
Total Assets$2,134,909$2,334,490▲ $199,581
Liabilities
Accounts Payable and Accrued Expenses$166,508$293,020▲ $126,512
Total Liabilities$166,508$293,020▲ $126,512
Net Assets / Fund Balance
Unrestricted Net Assets$1,968,401$2,041,470▲ $73,069
Total Net Assets Fund Balance$1,968,401$2,041,470▲ $73,069
Total Liabilities and Net Assets / Fund Balance$2,134,909$2,334,490▲ $199,581

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,307$9,987$20,294
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karina BargerHead of SchoolFT$127,727$44,597$172,324

Board Members and Trustees

NameTitle
Tone LarsenPresident
Preetha ThulasiramanVice President
Brushira DialloMember
Dan DauMember
Edgar MendozaMember
Fernando AndradeMember
Frank RiveraMember
Hugh SmithMember
Rachel WhitworthMember
Robert RowMember
Soo DeanMember
Trishia JimenezMember
Sheri ShawSecretary
Jayme FieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,298,913
Program Service Revenue
$232,138
Investment Income
$5,771
Other Revenue
$42,707
All Other Contributions
$249,249
Change in Net Assets
$73,069

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,583,129
Revenue Not Reported on Financial Statements
$-3,600
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-3,600
Total Revenue per Audited Statements
$5,583,129
Total Revenue per Form 990
$5,579,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,060,051
Other Expenses$1,446,409
Total Fundraising Expense$6,642
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,379,797$331,951-$2,711,748
Pension Plan Contributions$644,275$76,825-$721,100
Fees for Services Other$408,256-$6,642$414,898
Other Employee Benefits$309,415$43,333-$352,748
Occupancy$202,201--$202,201
Current Officers, Directors, Trustees, and Key Employees$157,564$17,507-$175,071
Fees for Services Accounting-$118,430-$118,430
Payroll Taxes$87,322$12,062-$99,384
Office Expenses$89,153--$89,153
Travel$84,533--$84,533
All Other Expenses$42,247--$42,247
Insurance-$41,451-$41,451
Fees for Services Management-$40,338-$40,338
Other Expenses$45,801$31,030-$31,030
Information Technology$19,796--$19,796
Fees for Services Legal-$9,422-$9,422
Advertising-$3,647-$3,647
Depreciation Depletion$2,899--$2,899
Total Functional Expenses$4,725,822$773,996$6,642$5,506,460

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,510,060
Expenses per Audited Statements$5,506,460
Total Expenses per Form 990$5,506,460
Expenses Not Reported on Form 990$3,600
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,260
Fundraising Direct Expenses$3,600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$16,594$5,260$117$5,143
Total Events$16,594$5,260$3,600$1,660
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
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

“No committees have authority to act on behalf of the governing body.”

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

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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

“Conflict of interest statements are completed annually. The officers, directors, and the trustees are required to disclose all potential conflict of interests. Statements are reviewed by the executive director for conflicts. The board may appoint a disinterested person or committee to investigate the transaction in question and report findings to the board. Alternatives to the proposed transaction are identified and compared to the proposed transaction. The board votes on the most beneficial option for the organization. If the board has reason to believe an interested person has failed to disclose the potential conflict, the board will investigate further, and if necessary, take appropriate disciplinary and corrective action.”

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

“Compensation for executive directors and top officers is reviewed annually by the board and compared to market research of schools of similar operations and size. After careful review, compensation is approved by the board and offered to the officers.”

Form 990, Part VI, Section C, Line 19

“The documents are readily available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bay View Academy
EIN
27-2907444
Phone
8317174630
Address
222 CASA VERDE WAY, MONTEREY, CA 93940

Signing Officer

Name
Jayme Fields
Title
Treasurer
Phone
8317174630
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tone Larsen
Formed
2011
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
127
Volunteers
349

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The academy is a non-profit entity exempt from the payment of income taxes under internal revenue service code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. The academy has evaluated its tax position and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the academy's continued qualification as a tax-exempt organization and whether there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not (>50%) of being sustained upon potential audit or examination; therefore, no disclosure of uncertain income tax positions are required.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct fundraising expenses -3,600.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 3,600.”

Raw XML AppendixShowing 400 of 539 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0FOUNDED ON THE CORE PRINCIPLES OF COMMUNITY, INNOVATION, AND A PASSION FOR LEARNING, BAY VIEW ACADEMY IS A KINDERGARDEN THROUGH EIGHTH GRADE PUBLIC CHARTER SCHOOL. BVA OFFERS A BROAD ACADEMIC PROGRAM USING THEMATIC-BASED INSTRUCTION. ENRICHMENT OFFERINGS INCLUDE PHYSICAL EDUCATION, ART, MUSIC AND PERFORMING ARTS, AND SPANISH. BVA TEACHERS DEVELOP AND TEACH LESSONS THAT GO BEYOND THE STATE STANDARDS. BY FOCUSING ON DIFFERENTIATION IN THE CLASSROOM, WE HAVE CONTINUED TO WORK TOWARDS CLOSING THE ACHIEVEMENT GAP, AND MEETING THE NEEDS OF ALL OF OUR DIVERSE LEARNERS. IN ADDITION, BAY VIEW ACADEMY'S COMMUNITY PARTNERSHIP PHILOSOPHY FLOURISHES, WITH A MULTITUDE OF OFF-SITE FIELD TRIPS ENHANCING OUR STUDENTS' EDUCATIONAL EXPERIENCE. DURING THE YEAR ENDED JUNE 30, 2019, THE SCHOOL SERVED APPROXIMATELY 475 STUDENTS AND HAD A TOTAL OF 186 INSTRUCTIONAL DAYS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt011334
IRS990/FundraisingDirectExpensesAmt03600
IRS990/FundraisingGrossIncomeAmt05260
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt05038330
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05583129
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt019796
IRS990/InformationTechnologyGrp/TotalAmt019796
IRS990/InsuranceGrp/ManagementAndGeneralAmt041451
IRS990/InsuranceGrp/TotalAmt041451
IRS990/InvestmentIncomeGrp/ExclusionAmt05771
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05771
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09987
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013206
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010307
IRS990/LandBldgEquipCostOrOtherBssAmt020294
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IN THE K-8 CHARTER SCHOOL, WE BUILD STRONG, COLLABORATIVE RELATIONSHIPS TO FUEL A DIVERSE, INCLUSIVE COMMUNITY COMMITTED TO LIFELONG LEARNING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01968401
IRS990/NetAssetsOrFundBalancesEOYAmt02041470
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01660
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01660
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0202201
IRS990/OccupancyGrp/TotalAmt0202201
IRS990/OfficeExpensesGrp/ProgramServicesAmt089153
IRS990/OfficeExpensesGrp/TotalAmt089153
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043333
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0309415
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0352748
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSE
IRS990/OtherExpensesGrp/Desc1LEGAL SETTLEMENT
IRS990/OtherExpensesGrp/Desc2NON-CAPITALIZED EQUIP
IRS990/OtherExpensesGrp/Desc3BANKING AND PAYROLL FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt048000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt131030
IRS990/OtherExpensesGrp/ProgramServicesAmt0252563
IRS990/OtherExpensesGrp/ProgramServicesAmt145801
IRS990/OtherExpensesGrp/TotalAmt0252563
IRS990/OtherExpensesGrp/TotalAmt148000
IRS990/OtherExpensesGrp/TotalAmt245801
IRS990/OtherExpensesGrp/TotalAmt331030
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt041047
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt041047
IRS990/OtherRevenueTotalAmt041047
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0331951
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02379797
IRS990/OtherSalariesAndWagesGrp/TotalAmt02711748
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012062
IRS990/PayrollTaxesGrp/ProgramServicesAmt087322
IRS990/PayrollTaxesGrp/TotalAmt099384
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt076825
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0644275
IRS990/PensionPlanContributionsGrp/TotalAmt0721100
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0143176
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0188991
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025083
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092649
IRS990/PrincipalOfficerNm0TONE LARSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0AFTER SCHOOL PROGRAM R
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL LUNCH REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0181250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt150888
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0181250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt150888
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04356261
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04005
IRS990/PYOtherExpensesAmt01086851
IRS990/PYOtherRevenueAmt065699
IRS990/PYProgramServiceRevenueAmt0185127
IRS990/PYRevenuesLessExpensesAmt0233444
IRS990/PYSalariesCompEmpBnftPaidAmt03290797
IRS990/PYTotalExpensesAmt04377648
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04611092
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt073069
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0273185
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01190720
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01246008
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/EquipmentGrp/BookValueAmt010307
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09987
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020294
IRS990ScheduleD/ExpensesNotReportedAmt03600
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05506460
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt03600
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-3600
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-3600
IRS990ScheduleD/RevenueSubtotalAmt05583129
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE ACADEMY HAS EVALUATED ITS TAX POSITION AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE ACADEMY'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT (>50%) OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES -3,600.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 3,600.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010307
IRS990ScheduleD/TotalExpensesPerForm990Amt05506460
IRS990ScheduleD/TotalRevenuePerForm990Amt05579529
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05583129
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05510060
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 CHARTER HAS THESE POLICIES IN ITS CHARTER WITH THE STATE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1PUBLIC CHARTER SCHOOL DOES NOT AWARD SCHOLARSHIPS
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CLAIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011334
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011334
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0650
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FLING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02033
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05260

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,334,490
Liabilities
$293,020
Net assets
$2,041,470
Revenue
$5,579,529
Expenses
$5,506,460
Net income
$73,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.75$2.09$7.76$8.12$0.35
2023Detailed filing. Detailed filing data is available for this year.$3.50$1.05$2.45$8.04$8.14$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.74$2.54$6.34$6.56$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.49$2.76$6.25$5.57$0.69
2020Detailed filing. Detailed filing data is available for this year.$3.23$1.15$2.08$5.45$5.42$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.29$2.04$5.58$5.51$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.17$1.97$4.61$4.38$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.17$1.73$4.20$3.73$0.47
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.15$1.26$3.75$3.10$0.65
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.14$0.61$2.79$2.64$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.12$0.46$2.32$2.16$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.30$0.30$1.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.17$0.10$1.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $5M-$10M nonprofits