Civic Intelligence

Westlake Charter School

990 • Fiscal year 2019 • EIN 32-0149236

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 03, 2020

2680 Mabry DriveSacramento, CA 95835

(916) 928-3987

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

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

Liabilities / Revenue

14th percentile

0.01x

Higher debt load relative to revenue than 14% of similar nonprofits.

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

Net Margin

65th percentile

9.2%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

67th percentile

$166,258

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

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

Asset Growth

65th percentile

8.3%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

46th percentile

2.5%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Up

$7,819,787

Up $596,008 (+8.3%) from 2018

Net Assets

Up

$7,679,486

Up $882,913 (+13%) from 2018

Liabilities

Down

$140,301

Down $286,905 (-67%) from 2018

Revenue

Up

$9,627,093

Up $232,775 (+2.5%) from 2018

Expenses

Down

$8,744,180

Down $275,993 (-3.1%) from 2018

Net Income

Up

$882,913

Up $508,768 (+136%) from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $1,068,403Liabilities 2012: $188,269Net Assets 2012: $880,1342012Assets 2013: $1,994,147Liabilities 2013: $401,683Net Assets 2013: $1,592,4642013Assets 2014: $2,892,295Liabilities 2014: $268,099Net Assets 2014: $2,624,1962014Assets 2015: $3,920,963Liabilities 2015: $198,188Net Assets 2015: $3,722,7752015Assets 2016: $5,548,201Liabilities 2016: $202,666Net Assets 2016: $5,345,5352016Assets 2017: $6,503,620Liabilities 2017: $81,192Net Assets 2017: $6,422,4282017Assets 2018: $7,223,779Liabilities 2018: $427,206Net Assets 2018: $6,796,5732018Assets 2019: $7,819,787Liabilities 2019: $140,301Net Assets 2019: $7,679,4862019Assets 2020: $8,814,674Liabilities 2020: $504,525Net Assets 2020: $8,310,1492020Assets 2021: $9,928,021Liabilities 2021: $1,108,220Net Assets 2021: $8,819,8012021Assets 2022: $11,605,003Liabilities 2022: $344,952Net Assets 2022: $11,260,0512022Assets 2023: $14,384,783Liabilities 2023: $1,348,338Net Assets 2023: $13,036,4452023Assets 2024: $15,955,252Liabilities 2024: $1,003,438Net Assets 2024: $14,951,8142024Assets 2025: $19,292,306Liabilities 2025: $1,269,611Net Assets 2025: $18,022,6952025

Highlighted filing

2019

Assets$7,819,787
Liabilities$140,301
Net Assets$7,679,486

Operations Trend

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

$30M$20M$10M$0Expenses 2012: $3,594,7462012Expenses 2013: $4,535,2852013Revenue 2014: $6,609,999Expenses 2014: $5,578,267Net Income 2014: $1,031,7322014Revenue 2015: $7,400,863Expenses 2015: $6,302,284Net Income 2015: $1,098,5792015Revenue 2016: $8,705,382Expenses 2016: $7,082,622Net Income 2016: $1,622,7602016Revenue 2017: $8,858,691Expenses 2017: $7,781,798Net Income 2017: $1,076,8932017Revenue 2018: $9,394,318Expenses 2018: $9,020,173Net Income 2018: $374,1452018Revenue 2019: $9,627,093Expenses 2019: $8,744,180Net Income 2019: $882,9132019Revenue 2020: $10,076,722Expenses 2020: $9,446,059Net Income 2020: $630,6632020Revenue 2021: $10,853,392Expenses 2021: $10,343,740Net Income 2021: $509,6522021Revenue 2022: $13,985,203Expenses 2022: $11,544,953Net Income 2022: $2,440,2502022Revenue 2023: $16,902,588Expenses 2023: $15,126,194Net Income 2023: $1,776,3942023Revenue 2024: $18,951,173Expenses 2024: $17,035,804Net Income 2024: $1,915,3692024Revenue 2025: $21,770,036Expenses 2025: $18,699,155Net Income 2025: $3,070,8812025

Highlighted filing

2019

Revenue$9,627,093
Expenses$8,744,180
Net Income$882,913
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 3, 2020
Return Version
2018v3.1
Gross Receipts
$9,627,093
Mission and Program Overview

Mission

Westlake charter school's primary mission is to demonstrate what is possible when school and community collaborate to create inspiring adults with the academic and social-emotional readiness to lead as global citizens.

Operates as a california charter school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,661,240$7,268,777▲ $607,537
Accounts Receivable$557,539$546,010▼ $11,529
Cash and Non-Interest-Bearing Accounts$5,000$5,000→ $0
Total Assets$7,223,779$7,819,787▲ $596,008
Liabilities
Accounts Payable and Accrued Expenses$427,206$140,301▼ $286,905
Total Liabilities$427,206$140,301▼ $286,905
Net Assets / Fund Balance
Unrestricted Net Assets$6,756,760$7,679,486▲ $922,726
Temporarily Rstr Net Assets$39,813$0▼ $39,813
Total Net Assets Fund Balance$6,796,573$7,679,486▲ $882,913
Total Liabilities and Net Assets / Fund Balance$7,223,779$7,819,787▲ $596,008
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John EickExecutive DirectorFT$123,567$42,691$166,258
Steve KorvinkCBOFT$124,722$27,521$152,243
Emily BattinPrincipalFT$112,572$23,951$136,523
Christina EickDirector, Student Support ServicesFT$100,814$22,126$122,940

Board Members and Trustees

NameTitle
Hope GawlickPresident
Jed WallaceCommunity Member
Josh CorellCommunity Member
Shannon SimmondsCommunity Member
Nancy Kong-vasquezSecretary
Allison ChavezStaff Representative
Ashlee PatelStaff Representative
Sian BurmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,122,874
Program Service Revenue
$333,385
Investment Income
$147,706
Other Revenue
$23,128
All Other Contributions
$154,728
Change in Net Assets
$882,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,627,093
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,627,093
Total Revenue per Form 990
$9,627,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,864,203
Other Expenses$1,879,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,692,133$1,222,457-$4,914,590
Pension Plan Contributions$560,384$207,676-$768,060
Other Employee Benefits$528,177$147,500-$675,677
Fees for Services Other$457,850$77,541-$535,391
Other Expenses$311,029$190,404-$501,433
Current Officers, Directors, Trustees, and Key Employees$251,155$83,718-$334,873
Payroll Taxes$103,762$67,241-$171,003
Occupancy$144,738--$144,738
Travel$20,304$29,228-$49,532
Office Expenses-$42,664-$42,664
Fees for Services Legal$670$23,875-$24,545
Fees for Services Accounting-$16,685-$16,685
Advertising-$3,964-$3,964
Total Functional Expenses$6,542,928$2,201,252$0$8,744,180

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,744,180
Total Expenses per Audited Statements$8,744,180
Total Expenses per Form 990$8,744,180
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization does not have committees with authority to act on behalf of the governing body.

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

Westlake charter school's business office provides all documentation and does the initial review of the 990 tax return. Jointly, the executive director and chief business officer from westlake charter school conduct the final review. The 990 is then presented to the board members in a public meeting.

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

Employees, including governing board members and candidates for election and/or appointment to the governing board, who hold positions that involve making, or participation in the making, of decisions that may forseeably have a material effect on any financial interest, shall be "designated employees." each designated employee shall file a statement of economic interest disclosing reportable investments, interests in real property,business positions, and income. These forms should be filed annually. The board reviews any conflicts presented by interested parties. The chairperson appoints 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 15

The compensation and benefits of a person is reviewed and approved by the board of directors, or a compensation committee established by the board of directors or executive director, provided that persons with financial conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval.

Form 990, Part VI, Section C, Line 19

The files and some documents are available on westlake charter's website.

Filing and Contact Details

Filer

Filer Name
Westlake Charter School
EIN
32-0149236
Phone
9169283987
Address
2680 MABRY DRIVE, SACRAMENTO, CA 95835

Signing Officer

Name
John Eick
Title
Executive Director
Phone
9169283987
Signed
2020-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Eick
Formed
2005
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
178
Volunteers
720

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Marlen Gomez
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 organization is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The organization is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The school files an exempt school return and applicable unrelated business income tax return in the u.s. Federal jurisdiction and with the california franchise tax board.

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IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt088299
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1190404
IRS990/OtherExpensesGrp/ProgramServicesAmt0472726
IRS990/OtherExpensesGrp/ProgramServicesAmt1311029
IRS990/OtherExpensesGrp/TotalAmt0561025
IRS990/OtherExpensesGrp/TotalAmt1501433
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0STUDENT ACTIVITIES
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSEMENTS/REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt019799
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt13329
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019799
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13329
IRS990/OtherRevenueTotalAmt023128
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01222457
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03692133
IRS990/OtherSalariesAndWagesGrp/TotalAmt04914590
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt067241
IRS990/PayrollTaxesGrp/ProgramServicesAmt0103762
IRS990/PayrollTaxesGrp/TotalAmt0171003
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0207676
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0560384
IRS990/PensionPlanContributionsGrp/TotalAmt0768060
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN EICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0BASE PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0333385
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0333385
IRS990/ProgSrvcAccomActy2Grp/Desc0THE OPERATION OF BASE WHICH IS WESTLAKE CHARTER SCHOOL'S BEFORE AND AFTER SCHOOL ENRICHMENT PROGRAM THAT PROVIDES WORKING PARENTS AN OPPORTUNITY TO HAVE THEIR CHILDREN ARRIVE EARLY AND STAY LATER THAN SCHOOL HOURS. WE SERVE OUR KINDERGARTEN THROUGH 8TH GRADE STUDENTS, AND PROVIDE A PROGRAM THAT IS ALIGNED TO THE SCHOOL'S ACADEMIC AND SOCIAL-EMOTIONAL MISSION. BASE STUDENTS ARE PROVIDED A SNACK, TIME FOR RECESS AND HOMEWORK, AS WELL AS STAFF-DEVELOPED ENRICHMENT OPPORTUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0356727
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0333385
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08365213
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt093753
IRS990/PYOtherExpensesAmt02173816
IRS990/PYOtherRevenueAmt032616
IRS990/PYProgramServiceRevenueAmt0902736
IRS990/PYRevenuesLessExpensesAmt0374145
IRS990/PYSalariesCompEmpBnftPaidAmt06846357
IRS990/PYTotalExpensesAmt09020173
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09394318
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0882913
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt023128
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06661240
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07268777
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/ExpensesSubtotalAmt08744180
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09627093
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt08744180
IRS990ScheduleD/TotalRevenuePerForm990Amt09627093
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09627093
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08744180
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE ARE NOT OFFERED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2WESTLAKE CHARTER SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY STATE OF CALIFORNIA 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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0124722
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1123567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt019421
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt121181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt08100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt121510
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVE KORVINK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOHN EICK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CBO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0152243
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1166258
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE COMPENSATION AND BENEFITS OF A PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, OR A COMPENSATION COMMITTEE ESTABLISHED BY THE BOARD OF DIRECTORS OR EXECUTIVE DIRECTOR, PROVIDED THAT PERSONS WITH FINANCIAL CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WESTLAKE CHARTER SCHOOL'S BUSINESS OFFICE PROVIDES ALL DOCUMENTATION AND DOES THE INITIAL REVIEW OF THE 990 TAX RETURN. JOINTLY, THE EXECUTIVE DIRECTOR AND CHIEF BUSINESS OFFICER FROM WESTLAKE CHARTER SCHOOL CONDUCT THE FINAL REVIEW. THE 990 IS THEN PRESENTED TO THE BOARD MEMBERS IN A PUBLIC MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EMPLOYEES, INCLUDING GOVERNING BOARD MEMBERS AND CANDIDATES FOR ELECTION AND/OR APPOINTMENT TO THE GOVERNING BOARD, WHO HOLD POSITIONS THAT INVOLVE MAKING, OR PARTICIPATION IN THE MAKING, OF DECISIONS THAT MAY FORSEEABLY HAVE A MATERIAL EFFECT ON ANY FINANCIAL INTEREST, SHALL BE "DESIGNATED EMPLOYEES." EACH DESIGNATED EMPLOYEE SHALL FILE A STATEMENT OF ECONOMIC INTEREST DISCLOSING REPORTABLE INVESTMENTS, INTERESTS IN REAL PROPERTY,BUSINESS POSITIONS, AND INCOME. THESE FORMS SHOULD BE FILED ANNUALLY. THE BOARD REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION AND BENEFITS OF A PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, OR A COMPENSATION COMMITTEE ESTABLISHED BY THE BOARD OF DIRECTORS OR EXECUTIVE DIRECTOR, PROVIDED THAT PERSONS WITH FINANCIAL CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FILES AND SOME DOCUMENTS ARE AVAILABLE ON WESTLAKE CHARTER'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.3$1.27$18.0$21.8$18.7$3.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$1.00$15.0$19.0$17.0$1.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$1.35$13.0$16.9$15.1$1.78
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.34$11.3$14.0$11.5$2.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.93$1.11$8.82$10.9$10.3$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.50$8.31$10.1$9.45$0.63
2019Detailed filing. Detailed filing data is available for this year.$7.82$0.14$7.68$9.63$8.74$0.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.43$6.80$9.39$9.02$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.08$6.42$8.86$7.78$1.08
2016Detailed filing. Detailed filing data is available for this year.$5.55$0.20$5.35$8.71$7.08$1.62
2015Detailed filing. Detailed filing data is available for this year.$3.92$0.20$3.72$7.40$6.30$1.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.27$2.62$6.61$5.58$1.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.40$1.59$4.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.19$0.88$3.59