Civic Intelligence

Mindset Charter Schools Inc DBA School

990 • Fiscal year 2015 • EIN 27-3160120

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

Organization ProfileN/A
3540 Aero DriveSan Diego, CA 92123

(858) 874-4338

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.63x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.10x

Higher debt load relative to revenue than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

23rd percentile

-8.3%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

79th percentile

$129,484

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$334,081

Down $278,670 (-45%) from 2013

Net Assets

Up

$122,111

Up $57,351 (+89%) from 2013

Liabilities

Down

$211,970

Down $336,021 (-61%) from 2013

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin23rd percentile

Revenue

$2,048,689

No earlier filing loaded for comparison.

Expenses

Up

$2,219,450

Up $509,260 (+30%) from 2013

Net Income

-$170,761

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,101,051Liabilities 2012: $1,050,740Net Assets 2012: $50,3112012Assets 2013: $612,751Liabilities 2013: $547,991Net Assets 2013: $64,7602013Assets 2015: $334,081Liabilities 2015: $211,970Net Assets 2015: $122,1112015Assets 2017: $355,982Liabilities 2017: $120,982Net Assets 2017: $235,0002017Assets 2019: $418,285Liabilities 2019: $189,680Net Assets 2019: $228,6052019Assets 2020: $720,966Liabilities 2020: $646,554Net Assets 2020: $74,4122020Assets 2021: $1,197,382Liabilities 2021: $620,451Net Assets 2021: $576,9312021Assets 2022: $1,218,785Liabilities 2022: $571,656Net Assets 2022: $647,1292022Assets 2023: $4,159,328Liabilities 2023: $3,315,563Net Assets 2023: $843,7652023Assets 2024: $4,293,675Liabilities 2024: $2,942,271Net Assets 2024: $1,351,4042024

Highlighted filing

2015

Assets$334,081
Liabilities$211,970
Net Assets$122,111
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,004,8982012Expenses 2013: $1,710,1902013Revenue 2015: $2,048,689Expenses 2015: $2,219,450Net Income 2015: -$170,7612015Revenue 2017: $2,717,319Expenses 2017: $2,734,775Net Income 2017: -$17,4562017Revenue 2019: $2,685,280Expenses 2019: $2,598,666Net Income 2019: $86,6142019Revenue 2020: $2,507,327Expenses 2020: $2,661,520Net Income 2020: -$154,1932020Revenue 2021: $3,142,856Expenses 2021: $2,640,337Net Income 2021: $502,5192021Revenue 2022: $3,075,583Expenses 2022: $3,005,385Net Income 2022: $70,1982022Revenue 2023: $3,554,405Expenses 2023: $3,357,769Net Income 2023: $196,6362023Revenue 2024: $4,150,226Expenses 2024: $3,642,587Net Income 2024: $507,6392024

Highlighted filing

2015

Revenue$2,048,689
Expenses$2,219,450
Net Income-$170,761
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$2,048,689
Mission and Program Overview

Mission

To prepare students to graduate from college through personalized instruction that fosters individual talents and achievement in a 9 - 12 student focused, technology-enhanced, and globally-connected environment.

To provide students with a personalized academic program fostering individual talents and achievement in a 9-12 globally-connected, student-focused, and technology enhanced environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$199,807$170,748▼ $29,059
Accounts Receivable$109,209$133,177▲ $23,968
Loans From Officers Directors-$39,000-
Land, Buildings, and Equipment, Net$49,174$25,488▼ $23,686
Prepaid Expenses and Deferred Charges$20,730$4,668▼ $16,062
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$378,920$334,081▼ $44,839
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$74,138$117,970▲ $43,832
Other Liabilities-$55,000-
Total Liabilities$74,138$211,970▲ $137,832
Net Assets / Fund Balance
Unrestricted Net Assets$233,971$71,129▼ $162,842
Temporarily Rstr Net Assets$70,811$50,982▼ $19,829
Total Net Assets Fund Balance$304,782$122,111▼ $182,671
Total Liabilities and Net Assets / Fund Balance$378,920$334,081▼ $44,839

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,488$99,026$124,514
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dr Nicole WahabCEO/ Exec DirectorFT$129,484$129,484

Board Members and Trustees

NameTitle
Robert BaizerChairman
Charles ParisiVice Chairman
Chuck MaasriMember
Sophia LowensteinMember
Jackie GeradSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,048,689
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$34,331
Change in Net Assets
$-170,761

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,048,689
Total Revenue per Audited Statements
$2,048,689
Total Revenue per Form 990
$2,048,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,115,376
Salaries, Compensation, and Employee Benefits$1,104,074
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$544,644$218,992-$763,636
Other Employee Benefits$174,934$36,020-$210,954
Current Officers, Directors, Trustees, and Key Employees$129,484--$129,484
All Other Expenses$73,752$43,371-$117,123
Other Expenses$58,439$55,000-$55,000
Depreciation Depletion-$23,685-$23,685
Travel$6,381$1,320-$7,701
Total Functional Expenses$1,668,767$550,683$0$2,219,450

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,219,450
Total Expenses per Audited Statements$2,219,450
Total Expenses per Form 990$2,219,450
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$39,000-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Settlement to Coleman University$55,000
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, Line 11B: Form 990 Review Process

“Reviewed by upper management.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“PERIODIC COMMUNICATION.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Based on meeting goals and objectives. Reviewed and approved by upper management.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Based on meeting goals and objectives. Reviewed and approved by upper management.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Coleman Tech Charter Schools Inc
EIN
27-3160120
Phone
8588744338
Address
3540 AERO DRIVE, SAN DIEGO, CA 92123

Signing Officer

Name
Dr Nicole Wahab
Title
CEO/executive Director
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Baizer
Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
25

Preparer

Firm
McLean Rotherham & Company
Address
11717 Bernardo Plaza Ct Suite 215, San Diego, CA 92128
Preparer
James A Rotherham CPA
Phone
8584875751
Raw XML AppendixShowing 400 of 477 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt074138
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0117970
IRS990/AccountsReceivableGrp/BOYAmt0109209
IRS990/AccountsReceivableGrp/EOYAmt0133177
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE STUDENTS WITH A PERSONALIZED ACADEMIC PROGRAM FOSTERING INDIVIDUAL TALENTS AND ACHIEVEMENT IN A 9-12 GLOBALLY-CONNECTED, STUDENT-FOCUSED, AND TECHNOLOGY ENHANCED ENVIRONMENT.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt034331
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt043371
IRS990/AllOtherExpensesGrp/ProgramServicesAmt073752
IRS990/AllOtherExpensesGrp/TotalAmt0117123
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CSMC
IRS990/BooksInCareOfDetail/PhoneNum09516943050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt040925 COUNTY CENTER DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0199807
IRS990/CashNonInterestBearingGrp/EOYAmt0170748
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0129484
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0129484
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02048689
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01115376
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-170761
IRS990/CYSalariesCompEmpBnftPaidAmt01104074
IRS990/CYTotalExpensesAmt02219450
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02048689
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt023685
IRS990/DepreciationDepletionGrp/TotalAmt023685
IRS990/Desc0PUBLIC CHARTER SCHOOL SERVING GRADES 9 THROUGH 12.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01668767
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BAIZER
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES PARISI
IRS990/Form990PartVIISectionAGrp/PersonNm2JACKIE GERAD
IRS990/Form990PartVIISectionAGrp/PersonNm3SOPHIA LOWENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHUCK MAASRI
IRS990/Form990PartVIISectionAGrp/PersonNm5DR NICOLE WAHAB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5129484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO/ EXEC DIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt01714358
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02048689
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt099026
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049174
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025488
IRS990/LandBldgEquipCostOrOtherBssAmt0124514
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt039000
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE STUDENTS WITH A PERSONALIZED ACADEMIC PROGRAM FOSTERING INDIVIDUAL TALENTS AND ACHIEVEMENT IN A 9-12 GLOBALLY-CONNECTED, STUDENT-FOCUSED, AND TECHNOLOGY ENHANCED ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0304782
IRS990/NetAssetsOrFundBalancesEOYAmt0122111
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036020
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0174934
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0210954
IRS990/OtherExpensesGrp/Desc0OPERATION & HOUSEKEEPING
IRS990/OtherExpensesGrp/Desc1RENTAL, LEASES, REPAIRS
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL/CONSULTING SERV.
IRS990/OtherExpensesGrp/Desc3SETTLEMENT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019413
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt192128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt260754
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt355000
IRS990/OtherExpensesGrp/ProgramServicesAmt0397534
IRS990/OtherExpensesGrp/ProgramServicesAmt1283599
IRS990/OtherExpensesGrp/ProgramServicesAmt258439
IRS990/OtherExpensesGrp/TotalAmt0416947
IRS990/OtherExpensesGrp/TotalAmt1375727
IRS990/OtherExpensesGrp/TotalAmt2119193
IRS990/OtherExpensesGrp/TotalAmt355000
IRS990/OtherLiabilitiesGrp/EOYAmt055000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0218992
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0544644
IRS990/OtherSalariesAndWagesGrp/TotalAmt0763636
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020730
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04668
IRS990/PrincipalOfficerNm0ROBERT BAIZER
IRS990/PriorPeriodAdjustmentsAmt0-11910
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02172478
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01832608
IRS990/PYRevenuesLessExpensesAmt0240021
IRS990/PYSalariesCompEmpBnftPaidAmt099849
IRS990/PYTotalExpensesAmt01932457
IRS990/PYTotalRevenueAmt02172478
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-170761
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0300000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt025488
IRS990ScheduleD/EquipmentGrp/DepreciationAmt099026
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0124514
IRS990ScheduleD/ExpensesSubtotalAmt02219450
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt055000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SETTLEMENT TO COLEMAN UNIVERSITY
IRS990ScheduleD/RevenueSubtotalAmt02048689
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025488
IRS990ScheduleD/TotalExpensesPerForm990Amt02219450
IRS990ScheduleD/TotalLiabilityAmt055000
IRS990ScheduleD/TotalRevenuePerForm990Amt02048689
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02048689
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02219450
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY PUBLICIZED IN ALL MEDIA
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt039000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0CSH FLOW
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt039000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0DR NEIL MCCURDY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FOUNDER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt039000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY UPPER MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERIODIC COMMUNICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BASED ON MEETING GOALS AND OBJECTIVES. REVIEWED AND APPROVED BY UPPER MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BASED ON MEETING GOALS AND OBJECTIVES. REVIEWED AND APPROVED BY UPPER MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COLEMAN UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COLEMAN FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330419461
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1952268945
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170 B 1 A II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(A)(3) II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08888 BALBOA AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt18888 BALBOA AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092123
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192123
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0300000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt155000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2360000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0COLEMAN UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1COLEMAN UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2COLEMAN UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1e
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2k
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,081
Liabilities
$211,970
Net assets
$122,111
Revenue
$2,048,689
Expenses
$2,219,450
Net income
-$170,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.29$2.94$1.35$4.15$3.64$0.51
2023Detailed filing. Detailed filing data is available for this year.$4.16$3.32$0.84$3.55$3.36$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.57$0.65$3.08$3.01$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.62$0.58$3.14$2.64$0.50
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.65$0.07$2.51$2.66$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.19$0.23$2.69$2.60$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.12$0.24$2.72$2.73$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.21$0.12$2.05$2.22$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.55$0.06$1.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$1.05$0.05$1.00