Civic Intelligence

Westlake Charter School

990 • Fiscal year 2020 • EIN 32-0149236

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 23, 2021

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

28th percentile

0.06x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.05x

Higher debt load relative to revenue than 15% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

55th percentile

6.3%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$173,112

Higher top officer pay than 50% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

64th percentile

13%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$8,814,674

Up $994,887 (+13%) from 2019

Net Assets

Up

$8,310,149

Up $630,663 (+8.2%) from 2019

Liabilities

Up

$504,525

Up $364,224 (+260%) from 2019

Revenue

Up

$10,076,722

Up $449,629 (+4.7%) from 2019

Expenses

Up

$9,446,059

Up $701,879 (+8.0%) from 2019

Net Income

Down

$630,663

Down $252,250 (-29%) from 2019

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

2020

Assets$8,814,674
Liabilities$504,525
Net Assets$8,310,149

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

2020

Revenue$10,076,722
Expenses$9,446,059
Net Income$630,663
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 23, 2021
Return Version
2019v5.2
Gross Receipts
$10,076,722
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$7,268,777$6,922,912▼ $345,865
Accounts Receivable$546,010$1,880,970▲ $1,334,960
Land, Buildings, and Equipment, Net$0$5,792▲ $5,792
Cash and Non-Interest-Bearing Accounts$5,000$5,000→ $0
Total Assets$7,819,787$8,814,674▲ $994,887
Liabilities
Accounts Payable and Accrued Expenses$140,301$504,525▲ $364,224
Total Liabilities$140,301$504,525▲ $364,224
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,679,486$8,310,149▲ $630,663
Total Net Assets Fund Balance$7,679,486$8,310,149▲ $630,663
Total Liabilities and Net Assets / Fund Balance$7,819,787$8,814,674▲ $994,887

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,293-$3,293
Equipment$2,499$453$2,952
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve KorvinkCBOFT$136,707$36,405$173,112
John EickExecutive DirectorFT$128,706$28,956$157,662
Emily BattinHigh School PrincipalFT$124,066$22,739$146,805
Jenifer CallauK-8 PrincipalFT$109,959$19,956$129,915
Vasa LokteffStaff Representative-$70,227$18,198$88,425
Ashlee PatelStaff Representative-$67,351$11,527$78,878

Board Members and Trustees

NameTitle
Hope GawlickPresident
Jed WallaceCommunity Member
Josh CorellCommunity Member
Michelle GibbonsCommunity Member
Shannon SimondsCommunity Member
Nancy Kong-vasquezSecretary
Sian BurmanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Clean ItJanitorial Services10408 FAIR OAKS BLVD, Fair Oaks, CA 95628$178,752
Revenue and Support

Revenue Composition

Contributions and Grants
$9,593,618
Program Service Revenue
$267,994
Investment Income
$134,854
Other Revenue
$80,256
All Other Contributions
$136,621
Change in Net Assets
$630,663

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,076,722
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$10,076,722
Total Revenue per Form 990
$10,076,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,426,170
Other Expenses$2,019,889
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,910,948$1,235,381-$5,146,329
Pension Plan Contributions$622,671$225,364-$848,035
Other Employee Benefits$575,802$151,768-$727,570
Fees for Services Other$435,810$128,316-$564,126
Current Officers, Directors, Trustees, and Key Employees$397,041$132,345-$529,386
Other Expenses$205,051$220,027-$425,078
Occupancy$413,368$5,282-$418,650
Payroll Taxes$106,075$68,775-$174,850
Office Expenses-$48,833-$48,833
Fees for Services Legal-$34,724-$34,724
Travel$14,059$5,583-$19,642
Fees for Services Accounting-$17,977-$17,977
Advertising-$5,359-$5,359
Depreciation Depletion-$453-$453
Total Functional Expenses$7,033,174$2,412,885$0$9,446,059

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,446,059
Total Expenses per Audited Statements$9,446,059
Total Expenses per Form 990$9,446,059
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 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 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
2021-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Eick
Formed
2005
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
7
Employees
177
Volunteers
360

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Derrick De Bruyne
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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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/LandBldgEquipAccumDeprecAmt0453
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05792
IRS990/LandBldgEquipCostOrOtherBssAmt06245
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WESTLAKE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07679486
IRS990/NetAssetsOrFundBalancesEOYAmt08310149
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07679486
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08310149
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05282
IRS990/OccupancyGrp/ProgramServicesAmt0413368
IRS990/OccupancyGrp/TotalAmt0418650
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048833
IRS990/OfficeExpensesGrp/TotalAmt048833
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0151768
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0575802
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0727570
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0132698
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1220027
IRS990/OtherExpensesGrp/ProgramServicesAmt0352349
IRS990/OtherExpensesGrp/ProgramServicesAmt1205051
IRS990/OtherExpensesGrp/TotalAmt0485047
IRS990/OtherExpensesGrp/TotalAmt1425078
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0PPP LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/Desc1STUDENT ACTIVITIES
IRS990/OtherRevenueMiscGrp/Desc2REIMBURSEMENTS/REFUNDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt052000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025350
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12906
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt125350
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22906
IRS990/OtherRevenueTotalAmt080256
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01235381
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03910948
IRS990/OtherSalariesAndWagesGrp/TotalAmt05146329
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt068775
IRS990/PayrollTaxesGrp/ProgramServicesAmt0106075
IRS990/PayrollTaxesGrp/TotalAmt0174850
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0225364
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0622671
IRS990/PensionPlanContributionsGrp/TotalAmt0848035
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN EICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0BASE PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0267994
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0267994
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/ExpenseAmt0335015
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0267994
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09122874
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0147706
IRS990/PYOtherExpensesAmt01879977
IRS990/PYOtherRevenueAmt023128
IRS990/PYProgramServiceRevenueAmt0333385
IRS990/PYRevenuesLessExpensesAmt0882913
IRS990/PYSalariesCompEmpBnftPaidAmt06864203
IRS990/PYTotalExpensesAmt08744180
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09627093
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0630663
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt028256
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07268777
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06922912
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02499
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0453
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02952
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09446059
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03293
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03293
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010076722
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/TotalBookValueLandBuildingsAmt05792
IRS990ScheduleD/TotalExpensesPerForm990Amt09446059
IRS990ScheduleD/TotalRevenuePerForm990Amt010076722
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010076722
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09446059
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/BaseCompensationFilingOrgAmt0136707
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1128706
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/DeferredCompensationFlngOrgAmt032306
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt124707
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt04099
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt14249
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

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$8.81$0.50$8.31$10.1$9.45$0.63
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$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