Civic Intelligence

San Carlos Charter Learning Center

990 • Fiscal year 2020 • EIN 27-4192987

Jul 01, 2019 to Jun 30, 2020 • Filed on May 16, 2021

Organization ProfileWWW.SCCLC.NET
750 Dartmouth AvenueSan Carlos, CA 94070

(650) 508-7343

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.68x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.44x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

26th percentile

-4.9%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

70th percentile

$172,783

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

95th percentile

102%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-0.3%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$3,390,827

Up $1,845,533 (+119%) from 2018

Net Assets

Down

$1,098,910

Down $226,343 (-17%) from 2018

Liabilities

Up

$2,291,917

Up $2,071,876 (+942%) from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin26th percentile

Revenue

Up

$5,215,035

Up $608,511 (+13%) from 2018

Expenses

Up

$5,468,434

Up $835,429 (+18%) from 2018

Net Income

Down

-$253,399

Down $226,918 (-857%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th 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: $1,226,307Liabilities 2012: $762,345Net Assets 2012: $463,9622012Assets 2013: $1,082,471Liabilities 2013: $635,568Net Assets 2013: $446,9032013Assets 2015: $1,135,456Liabilities 2015: $208,604Net Assets 2015: $926,8522015Assets 2016: $1,507,024Liabilities 2016: $236,362Net Assets 2016: $1,270,6622016Assets 2018: $1,545,294Liabilities 2018: $220,041Net Assets 2018: $1,325,2532018Assets 2020: $3,390,827Liabilities 2020: $2,291,917Net Assets 2020: $1,098,9102020Assets 2021: $2,416,097Liabilities 2021: $660,729Net Assets 2021: $1,755,3682021Assets 2024: $3,261,709Liabilities 2024: $1,036,294Net Assets 2024: $2,225,4152024

Highlighted filing

2020

Assets$3,390,827
Liabilities$2,291,917
Net Assets$1,098,910
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $2,651,8582012Expenses 2013: $3,274,8652013Revenue 2015: $3,699,632Expenses 2015: $3,362,613Net Income 2015: $337,0192015Revenue 2016: $4,302,947Expenses 2016: $3,959,137Net Income 2016: $343,8102016Revenue 2018: $4,606,524Expenses 2018: $4,633,005Net Income 2018: -$26,4812018Revenue 2020: $5,215,035Expenses 2020: $5,468,434Net Income 2020: -$253,3992020Revenue 2021: $5,903,913Expenses 2021: $5,247,455Net Income 2021: $656,4582021Revenue 2024: $6,345,582Expenses 2024: $5,994,445Net Income 2024: $351,1372024

Highlighted filing

2020

Revenue$5,215,035
Expenses$5,468,434
Net Income-$253,399
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 16, 2021
Return Version
2019v5.2
Gross Receipts
$5,215,035
Mission and Program Overview

Mission

Scclc is a collaborative public k-8 independent charter school community that educates, nurtures and inspires learners to be independent thinkers as well as socially and personally responsible citizens through academic excellence guided by research, innovation and continuous review.

Operate a collaborative k-8 independent charter school. Scclc is the first ca charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$482,683$2,381,765▲ $1,899,082
Cash and Non-Interest-Bearing Accounts$694,443$801,150▲ $106,707
Savings and Temporary Cash Investments$437,773$140,144▼ $297,629
Prepaid Expenses and Deferred Charges$64,324$67,768▲ $3,444
Total Assets$1,679,223$3,390,827▲ $1,711,604
Liabilities
Accounts Payable and Accrued Expenses$321,548$1,582,855▲ $1,261,307
Unsecured Notes Loans Payable-$709,062-
Deferred Revenue$5,366$0▼ $5,366
Total Liabilities$326,914$2,291,917▲ $1,965,003
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,340,120$1,098,910▼ $241,210
Net Assets With Donor Restrictions$12,189$0▼ $12,189
Total Net Assets Fund Balance$1,352,309$1,098,910▼ $253,399
Total Liabilities and Net Assets / Fund Balance$1,679,223$3,390,827▲ $1,711,604
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacy Giles EmoryCEO/school DirectorFT$145,423$27,360$172,783
Laura Mcnabb WhitmanCOO/director of Learner SeFT$103,388$10,597$113,985
Jessika WelcomeCFO/director of Business SFT$62,520$4,376$66,896

Board Members and Trustees

NameTitle
Leigh CasamentoChair
Alice MillerTrustee
Carolyn Lynch DaviesTrustee
Julia FoxTrustee
Kristen Pezone KappTrustee
Melissa RiccioTrustee
Robert PorterTrustee
Robin Pang-maganarisTrustee
Inga DavisTrustee/teacher
Revenue and Support

Revenue Composition

Contributions and Grants
$4,511,507
Program Service Revenue
$692,046
Investment Income
$11,482
Other Revenue
$0
All Other Contributions
$104,233
Change in Net Assets
$-253,399

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,215,035
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,215,035
Total Revenue per Form 990
$5,215,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,293,988
Other Expenses$1,174,446
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,960,280$77,794-$3,038,074
Pension Plan Contributions$770,073$23,946-$794,019
Fees for Services Other$100,910$164,621-$265,531
Fees for Services Legal-$243,052-$243,052
Current Officers, Directors, Trustees, and Key Employees$172,783$66,896-$239,679
Travel$124,027--$124,027
Payroll Taxes$119,482$2,390-$121,872
Other Expenses$97,135$10,897-$108,032
Other Employee Benefits$95,528$4,816-$100,344
Occupancy$6,227$93,243-$99,470
Fees for Services Accounting-$87,758-$87,758
Insurance$33,394--$33,394
Office Expenses$30,771--$30,771
Conferences and Meetings$5,319$8,820-$14,139
Information Technology$13,997--$13,997
Interest$1,108--$1,108
Total Functional Expenses$4,684,201$784,233$0$5,468,434

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,468,434
Total Expenses per Audited Statements$5,468,434
Total Expenses per Form 990$5,468,434
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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 B, Line 11B

“After receiving the 990 from the accounting firm, authorized school personnel review the information against orgaanization records and financials. Any discrepancies willbe sent to the accounting firm. Once the final 990 is completed, it will be forwarded to the governing board for review.”

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

“Annually each designated employee, including governing board members and candidates for election and/or appointment to the governing board, shall file a statement of economic interest (form 700) to disclose any potential conflicts of interest in regards to interests in real property, business positions, and income required to be reported under the individuals employment position. The statements are reviewed by the board and filed.”

Form 990, Part VI, Section B, Line 15

“The board of directors adopted a policy in which compensation is reviewed and approved by use of data as to comparable compensation for similarly qualified, persons in functionally comparable positions at similarly situated organizations. The policy also calls for contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement. Only employees receive compensation within the organization and no member of the board receives compensation for their time and effort as a participating member.”

Form 990, Part VI, Section C, Line 19

“A binder of all public documents is made available to the public at the front office of the school.”

Filing and Contact Details

Filer

Filer Name
San Carlos Charter Learning Center
EIN
27-4192987
Phone
6505087343
Address
750 DARTMOUTH AVENUE, SAN CARLOS, CA 94070

Signing Officer

Name
Jessika Welcome
Title
Director of Business Services
Phone
6505087343
Signed
2021-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leigh Casamento
Formed
2010
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
78
Volunteers
350

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Christy White
Phone
6192708222
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management believes all of its significant tax positions would be upheld under examination; therefore, no provision for income tax has been recorded.”

Raw XML AppendixShowing 400 of 522 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/OtherExpensesGrp/Desc0SPECIAL EDUCATION FEES
IRS990/OtherExpensesGrp/Desc1BOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010897
IRS990/OtherExpensesGrp/ProgramServicesAmt0153167
IRS990/OtherExpensesGrp/ProgramServicesAmt197135
IRS990/OtherExpensesGrp/TotalAmt0153167
IRS990/OtherExpensesGrp/TotalAmt1108032
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt077794
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02960280
IRS990/OtherSalariesAndWagesGrp/TotalAmt03038074
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02390
IRS990/PayrollTaxesGrp/ProgramServicesAmt0119482
IRS990/PayrollTaxesGrp/TotalAmt0121872
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt023946
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0770073
IRS990/PensionPlanContributionsGrp/TotalAmt0794019
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064324
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt067768
IRS990/PrincipalOfficerNm0LEIGH CASAMENTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0AFTERSCHOOL CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc2STUDENT FIELD TRIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0431095
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1163539
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt297412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0431095
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1163539
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt297412
IRS990/ProgSrvcAccomActy2Grp/Desc0SCCLC OPERATES A FEE-BASED AFTERSCHOOL CARE PROGRAM, KNOWN AS THE EDUCARE PROGRAM. THE PROGRAM OFFERS FAMILIES WITH STUDENTS CURRENTLY ENROLLED IN THE CHARTER SCHOOL AN AFFORDABLE OPTION FOR CHILDCARE WHICH ALSO PROVIDES AN ACADEMIC ATMOSPHERE FOLLOWING THE CHARTER SCHOOL'S DAY OF INSTRUCTION. THE PROGRAM STRIVES TO CREATE AN EMOTIONALLY AND PHYSICALLY SAFE ENVIRONMENT BUILT ON TEAMWORK, CULTURAL AWARENESS, AND ACCEPTANCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0344381
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0431095
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04528549
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09383
IRS990/PYOtherExpensesAmt01136321
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0691983
IRS990/PYRevenuesLessExpensesAmt027056
IRS990/PYSalariesCompEmpBnftPaidAmt04066538
IRS990/PYTotalExpensesAmt05202859
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05229915
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-253399
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0385970
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0260951
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0437773
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140144
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/ExpensesSubtotalAmt05468434
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05215035
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05468434
IRS990ScheduleD/TotalRevenuePerForm990Amt05215035
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05215035
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05468434
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 NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH INFORMATION AVAILABLE ON THE ORGANIZATION'S WEBSITE, WITHIN THE CHARTERING DOCUMENTS FOR THE CALIFORNIA PUBLIC CHARTER SCHOOL, AND OTHER CORRESPONDENCES WITH THE GENERAL PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE IS NOT APPLICABLE AND NO RECORDS FOR SUCH AID ARE MAINTAINED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AND THE COUNTY OF SAN MATEO, CALIFORNIA AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL.
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/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0145423
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt016285
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011075
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STACY GILES EMORY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/SCHOOL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0172783
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER RECEIVING THE 990 FROM THE ACCOUNTING FIRM, AUTHORIZED SCHOOL PERSONNEL REVIEW THE INFORMATION AGAINST ORGAANIZATION RECORDS AND FINANCIALS. ANY DISCREPANCIES WILLBE SENT TO THE ACCOUNTING FIRM. ONCE THE FINAL 990 IS COMPLETED, IT WILL BE FORWARDED TO THE GOVERNING BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY EACH DESIGNATED EMPLOYEE, INCLUDING GOVERNING BOARD MEMBERS AND CANDIDATES FOR ELECTION AND/OR APPOINTMENT TO THE GOVERNING BOARD, SHALL FILE A STATEMENT OF ECONOMIC INTEREST (FORM 700) TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST IN REGARDS TO INTERESTS IN REAL PROPERTY, BUSINESS POSITIONS, AND INCOME REQUIRED TO BE REPORTED UNDER THE INDIVIDUALS EMPLOYMENT POSITION. THE STATEMENTS ARE REVIEWED BY THE BOARD AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ADOPTED A POLICY IN WHICH COMPENSATION IS REVIEWED AND APPROVED BY USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED, PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE POLICY ALSO CALLS FOR CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. ONLY EMPLOYEES RECEIVE COMPENSATION WITHIN THE ORGANIZATION AND NO MEMBER OF THE BOARD RECEIVES COMPENSATION FOR THEIR TIME AND EFFORT AS A PARTICIPATING MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A BINDER OF ALL PUBLIC DOCUMENTS IS MADE AVAILABLE TO THE PUBLIC AT THE FRONT OFFICE OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN CARLOS EDUCATION FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SAN CARLOS PTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SCCLC FUNDRAISING ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942842712
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1942417447
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2900120643
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,390,827
Liabilities
$2,291,917
Net assets
$1,098,910
Revenue
$5,215,035
Expenses
$5,468,434
Net income
-$253,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$1.04$2.23$6.35$5.99$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.66$1.76$5.90$5.25$0.66
2020Detailed filing. Detailed filing data is available for this year.$3.39$2.29$1.10$5.22$5.47$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.22$1.33$4.61$4.63$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.24$1.27$4.30$3.96$0.34
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.21$0.93$3.70$3.36$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.64$0.45$3.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.76$0.46$2.65