Civic Intelligence

Old Town Academy

990 • Fiscal year 2023 • EIN 27-4362839

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization Profilewww.oldtownacademy.org
2120 San Diego AveSan Diego, CA 92110

(619) 574-6225

Siviq Scores

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

Liabilities / Assets

87th percentile

0.60x

Higher debt load relative to assets than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.52x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

94th percentile

100%

Faster asset growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$3,045,109

Up $1,524,000 (+100%) from 2022

Net Assets

Down

$1,226,286

Down $12,177 (-1.0%) from 2022

Liabilities

Up

$1,818,823

Up $1,536,177 (+543%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin39th percentile

Revenue

Up

$3,498,735

Up $660,666 (+23%) from 2022

Expenses

Up

$3,510,912

Up $649,576 (+23%) from 2022

Net Income

Up

-$12,177

Up $11,090 (+48%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $493,037Liabilities 2016: $173,090Net Assets 2016: $319,9472016Assets 2017: $831,519Liabilities 2017: $104,207Net Assets 2017: $727,3122017Assets 2018: $1,380,195Liabilities 2018: $180,807Net Assets 2018: $1,199,3882018Assets 2019: $1,245,726Liabilities 2019: $92,166Net Assets 2019: $1,153,5602019Assets 2020: $1,382,344Liabilities 2020: $123,068Net Assets 2020: $1,259,2762020Assets 2021: $1,494,936Liabilities 2021: $233,206Net Assets 2021: $1,261,7302021Assets 2022: $1,521,109Liabilities 2022: $282,646Net Assets 2022: $1,238,4632022Assets 2023: $3,045,109Liabilities 2023: $1,818,823Net Assets 2023: $1,226,2862023Assets 2024: $2,635,610Liabilities 2024: $1,405,218Net Assets 2024: $1,230,3922024

Highlighted filing

2023

Assets$3,045,109
Liabilities$1,818,823
Net Assets$1,226,286
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,277,916Expenses 2016: $2,165,227Net Income 2016: $112,6892016Revenue 2017: $2,641,947Expenses 2017: $2,234,582Net Income 2017: $407,3652017Revenue 2018: $2,970,130Expenses 2018: $2,498,054Net Income 2018: $472,0762018Revenue 2019: $2,560,856Expenses 2019: $2,606,684Net Income 2019: -$45,8282019Revenue 2020: $2,635,998Expenses 2020: $2,530,282Net Income 2020: $105,7162020Revenue 2021: $2,699,177Expenses 2021: $2,696,723Net Income 2021: $2,4542021Revenue 2022: $2,838,069Expenses 2022: $2,861,336Net Income 2022: -$23,2672022Revenue 2023: $3,498,735Expenses 2023: $3,510,912Net Income 2023: -$12,1772023Revenue 2024: $3,652,295Expenses 2024: $3,648,188Net Income 2024: $4,1072024

Highlighted filing

2023

Revenue$3,498,735
Expenses$3,510,912
Net Income-$12,177
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$3,498,735
Mission and Program Overview

Mission

To graduate students with both the world-class core learning skills and the active learning habits-of-mind they will need to survive and thriv in high school and in the 21st century society.

Old Town Academy is a public charter school for students in grades K-8 located in San Diego, CA.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$941,387$1,409,691▲ $468,304
Intangible Assets-$1,139,376-
Land, Buildings, and Equipment, Net$135,361$237,303▲ $101,942
Accounts Receivable$274,285$154,649▼ $119,636
Prepaid Expenses and Deferred Charges$71,866$70,097▼ $1,769
Savings and Temporary Cash Investments$64,217--
Total Assets$1,521,109$3,045,109▲ $1,524,000
Other Assets Total$33,993$33,993→ $0
Liabilities
Other Liabilities-$1,155,840-
Deferred Revenue$156,097$338,567▲ $182,470
Accounts Payable and Accrued Expenses$126,549$324,416▲ $197,867
Total Liabilities$282,646$1,818,823▲ $1,536,177
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,238,463$833,213▼ $405,250
Net Assets With Donor Restrictions-$393,073-
Total Net Assets Fund Balance$1,238,463$1,226,286▼ $12,177
Total Liabilities and Net Assets / Fund Balance$1,521,109$3,045,109▲ $1,524,000

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$237,303$272,395$509,698
Equipment-$88,262$88,262
Other Assets Org$33,993--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Zach DavisPresident
Michael TaubeeVice President
Daniel WangMember
Kristen KochMember
Reyes QuezadaMember
Topher McdougalMember
Walker McBrideMember
Devon D PhillipsPrincipal
Kate JohnsonSecretary
Turner WattsTeacher Seat
Christopher CantzlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,491,488
Program Service Revenue
$0
Investment Income
$7,247
Other Revenue
$0
Change in Net Assets
$-12,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,498,735
Total Revenue per Audited Statements
$3,498,735
Total Revenue per Form 990
$3,498,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,767,205
Other Expenses$1,743,707
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,067,522$107,893-$1,175,415
Occupancy$443,795$251,851-$695,646
Pension Plan Contributions$267,574$11,157-$278,731
All Other Expenses$102,507$44,496-$147,003
Other Employee Benefits$124,114$19,089-$143,203
Other Expenses$136,753$6,349-$136,753
Current Officers, Directors, Trustees, and Key Employees$94,332$31,444-$125,776
Fees for Services Management$44,100$18,900-$63,000
Payroll Taxes$41,621$2,459-$44,080
Insurance$28,754--$28,754
Depreciation Depletion$13,727$9,151-$22,878
Conferences and Meetings$14,918--$14,918
Office Expenses$12,265--$12,265
Fees for Services Legal$7,139$2,537-$9,676
Total Functional Expenses$3,001,972$508,940$0$3,510,912

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,510,912
Total Expenses per Audited Statements$3,510,912
Total Expenses per Form 990$3,510,912
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$1,155,840
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
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 governing body review Part VI line 11

“The organization will work with a CPA firm for tax preparation. A draft of the tax returns will be provided to the Principal and its financial services provider (CSMC) for approval prior to filing. Once reviewed and approved, the CPA firm will be provided authorization from the Princiapl to electronically submit the Form 990 to the IRS.”

CEO executive director top management comp Part VI line 15A

“The Board approves compensation of management through the use of a written employment contract.”

Governing documents etc available to public Part VI line 19

“Documents such as governing documents, policies and financial statements are available upon request if not found on the organizations website.”

Filing and Contact Details

Filer

Filer Name
Old Town Academy
EIN
27-4362839
Address
2120 San Diego Ave, San Diego, CA 92110

Signing Officer

Name
Devon D Phillips Principal
Title
Principal
Phone
6195746225
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
52
Volunteers
30

Preparer

Firm
David Graves CPA Inc
Address
28869 Moonrise Way, Menifee, CA 92584
Preparer
David Graves
Phone
9519731617
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IRS990/OtherExpensesGrp/ProgramServicesAmt3136753
IRS990/OtherExpensesGrp/TotalAmt0141834
IRS990/OtherExpensesGrp/TotalAmt1449816
IRS990/OtherExpensesGrp/TotalAmt221164
IRS990/OtherExpensesGrp/TotalAmt3136753
IRS990/OtherLiabilitiesGrp/EOYAmt01155840
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0107893
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01067522
IRS990/OtherSalariesAndWagesGrp/TotalAmt01175415
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02459
IRS990/PayrollTaxesGrp/ProgramServicesAmt041621
IRS990/PayrollTaxesGrp/TotalAmt044080
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011157
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0267574
IRS990/PensionPlanContributionsGrp/TotalAmt0278731
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt071866
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt070097
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02836294
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01775
IRS990/PYOtherExpensesAmt01140391
IRS990/PYRevenuesLessExpensesAmt0-23267
IRS990/PYSalariesCompEmpBnftPaidAmt01720420
IRS990/PYTotalExpensesAmt02861336
IRS990/PYTotalProfFndrsngExpnsAmt0525
IRS990/PYTotalRevenueAmt02838069
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-12177
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt090000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt064217
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/DepreciationAmt088262
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt088262
IRS990ScheduleD/ExpensesSubtotalAmt03510912
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0237303
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0272395
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0509698
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt033993
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01155840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating Lease Liability
IRS990ScheduleD/RevenueSubtotalAmt03498735
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0237303
IRS990ScheduleD/TotalBookValueOtherAssetsAmt033993
IRS990ScheduleD/TotalExpensesPerForm990Amt03510912
IRS990ScheduleD/TotalLiabilityAmt01155840
IRS990ScheduleD/TotalRevenuePerForm990Amt03498735
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03498735
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03510912
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization will work with a CPA firm for tax preparation. A draft of the tax returns will be provided to the Principal and its financial services provider (CSMC) for approval prior to filing. Once reviewed and approved, the CPA firm will be provided authorization from the Princiapl to electronically submit the Form 990 to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board approves compensation of management through the use of a written employment contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents such as governing documents, policies and financial statements are available upon request if not found on the organizations website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Old Town Academy Parent Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0455222952
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Supporting Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012d
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02120 San Diego Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Diego
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092110
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01521109
IRS990/TotalAssetsEOYAmt03045109
IRS990/TotalAssetsGrp/BOYAmt01521109
IRS990/TotalAssetsGrp/EOYAmt03045109
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03491488
IRS990/TotalEmployeeCnt052
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0508940
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03001972
IRS990/TotalFunctionalExpensesGrp/TotalAmt03510912
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0282646
IRS990/TotalLiabilitiesEOYAmt01818823
IRS990/TotalLiabilitiesGrp/BOYAmt0282646
IRS990/TotalLiabilitiesGrp/EOYAmt01818823
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01238463
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01226286
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03001972
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07247
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03498735
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01521109
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03045109

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,045,109
Liabilities
$1,818,823
Net assets
$1,226,286
Revenue
$3,498,735
Expenses
$3,510,912
Net income
-$12,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$1.41$1.23$3.65$3.65$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.05$1.82$1.23$3.50$3.51$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.28$1.24$2.84$2.86$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.23$1.26$2.70$2.70$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.12$1.26$2.64$2.53$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.09$1.15$2.56$2.61$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.18$1.20$2.97$2.50$0.47
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.10$0.73$2.64$2.23$0.41
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.17$0.32$2.28$2.17$0.11
Peer Organizations

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