Civic Intelligence

Escondido Charter High School

990 • Fiscal year 2020 • EIN 33-0841097

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 26, 2021

Organization ProfileWWW.ECHS.ORG
1868 E Valley ParkwayEscondido, CA 92027

(760) 737-3154

Siviq Scores

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

Liabilities / Assets

49th percentile

0.21x

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

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

Liabilities / Revenue

24th percentile

0.10x

Higher debt load relative to revenue than 24% of similar nonprofits.

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

Net Margin

30th percentile

-1.7%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$178,139

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

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

Asset Growth

57th percentile

9.6%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

50th percentile

2.5%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$5,213,033

Up $455,303 (+9.6%) from 2019

Net Assets

Down

$4,095,320

Down $184,845 (-4.3%) from 2019

Liabilities

Up

$1,117,713

Up $640,148 (+134%) from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin30th percentile

Revenue

Up

$10,845,642

Up $268,806 (+2.5%) from 2019

Expenses

Up

$11,030,487

Up $841,410 (+8.3%) from 2019

Net Income

Down

-$184,845

Down $572,604 (-148%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$30M$20M$10M$0Assets 2010: $5,476,089Liabilities 2010: $956,736Net Assets 2010: $4,519,3532010Assets 2011: $3,652,176Liabilities 2011: $171,153Net Assets 2011: $3,481,0232011Assets 2012: $3,768,209Liabilities 2012: $220,361Net Assets 2012: $3,547,8482012Assets 2013: $4,364,067Liabilities 2013: $490,364Net Assets 2013: $3,873,7032013Assets 2014: $4,319,810Liabilities 2014: $419,301Net Assets 2014: $3,900,5092014Assets 2015: $4,375,580Liabilities 2015: $502,264Net Assets 2015: $3,873,3162015Assets 2016: $4,823,416Liabilities 2016: $247,604Net Assets 2016: $4,575,8122016Assets 2017: $5,127,510Liabilities 2017: $227,455Net Assets 2017: $4,900,0552017Assets 2018: $4,104,679Liabilities 2018: $212,273Net Assets 2018: $3,892,4062018Assets 2019: $4,757,730Liabilities 2019: $477,565Net Assets 2019: $4,280,1652019Assets 2020: $5,213,033Liabilities 2020: $1,117,713Net Assets 2020: $4,095,3202020Assets 2021: $5,557,405Liabilities 2021: $434,717Net Assets 2021: $5,122,6882021Assets 2022: $4,566,846Liabilities 2022: $831,130Net Assets 2022: $3,735,7162022Assets 2023: $20,308,443Liabilities 2023: $14,817,277Net Assets 2023: $5,491,1662023Assets 2024: $21,094,284Liabilities 2024: $14,307,530Net Assets 2024: $6,786,7542024

Highlighted filing

2020

Assets$5,213,033
Liabilities$1,117,713
Net Assets$4,095,320
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,328,9572010Expenses 2011: $7,402,2232011Expenses 2012: $7,227,1392012Expenses 2013: $6,519,6502013Revenue 2014: $6,873,625Expenses 2014: $6,846,819Net Income 2014: $26,8062014Revenue 2015: $7,385,530Expenses 2015: $7,412,723Net Income 2015: -$27,1932015Revenue 2016: $8,109,491Expenses 2016: $7,406,995Net Income 2016: $702,4962016Revenue 2017: $8,856,578Expenses 2017: $8,532,335Net Income 2017: $324,2432017Revenue 2018: $9,082,615Expenses 2018: $10,090,264Net Income 2018: -$1,007,6492018Revenue 2019: $10,576,836Expenses 2019: $10,189,077Net Income 2019: $387,7592019Revenue 2020: $10,845,642Expenses 2020: $11,030,487Net Income 2020: -$184,8452020Revenue 2021: $11,137,305Expenses 2021: $10,109,937Net Income 2021: $1,027,3682021Revenue 2022: $12,486,902Expenses 2022: $13,873,874Net Income 2022: -$1,386,9722022Revenue 2023: $14,272,699Expenses 2023: $12,415,533Net Income 2023: $1,857,1662023Revenue 2024: $14,668,324Expenses 2024: $13,440,934Net Income 2024: $1,227,3902024

Highlighted filing

2020

Revenue$10,845,642
Expenses$11,030,487
Net Income-$184,845
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 26, 2021
Return Version
2019v5.1
Gross Receipts
$10,845,642
Mission and Program Overview

Mission

The education of high school students

To operate a public charter high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,850,399$3,166,123▼ $684,276
Accounts Receivable$261,524$1,350,443▲ $1,088,919
Land, Buildings, and Equipment, Net$640,146$695,592▲ $55,446
Prepaid Expenses and Deferred Charges$5,661$875▼ $4,786
Total Assets$4,757,730$5,213,033▲ $455,303
Liabilities
Accounts Payable and Accrued Expenses$138,487$828,819▲ $690,332
Mortgage Notes Payable Secured by Investment Property$276,726$221,381▼ $55,345
Other Liabilities$62,352$67,513▲ $5,161
Total Liabilities$477,565$1,117,713▲ $640,148
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,280,165$4,095,320▼ $184,845
Total Net Assets Fund Balance$4,280,165$4,095,320▼ $184,845
Total Liabilities and Net Assets / Fund Balance$4,757,730$5,213,033▲ $455,303

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$695,592$1,235,514$1,931,106
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawn RonerExecutive DirectorFT$167,881$10,258$178,139
Sheila RandleBusiness MgrFT$153,106$9,650$162,756
Deron GalindoAssistant Executive DirectFT$132,776$9,650$142,426
Marc GilbertsonTcp Assit DirectorFT$101,810$9,650$111,460

Board Members and Trustees

NameTitle
Brian WilliamsPresident
Jordan CiervoVice President
Jonathan TakagiClerk
Steven TugwellFinancial Officer
Brianna CryslerMember
Matthew PoundMember
Steven ThroopMember
Revenue and Support

Revenue Composition

Contributions and Grants
$10,791,350
Program Service Revenue
$0
Investment Income
$54,292
Other Revenue
$0
All Other Contributions
$737,257
Change in Net Assets
$-184,845

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,845,642
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$10,845,642
Total Revenue per Form 990
$10,845,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,014,462
Other Expenses$3,016,025
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,799,405$801,362-$5,600,767
Payroll Taxes$1,274,135$242,692-$1,516,827
Occupancy$1,275,384$149,240-$1,424,624
Other Employee Benefits$476,124$79,861-$555,985
Current Officers, Directors, Trustees, and Key Employees$181,202$159,681-$340,883
All Other Expenses$66,574$23,628-$90,202
Depreciation Depletion$72,240$15,014-$87,254
Other Expenses$67,274$7,975-$75,249
Insurance$45,503$27,889-$73,392
Travel$13,788--$13,788
Total Functional Expenses$9,174,793$1,855,694$0$11,030,487

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,030,487
Total Expenses per Audited Statements$11,030,487
Total Expenses per Form 990$11,030,487
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Student Groups$67,513
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 A, Line 8B

“The organization does not have a committee with authority to act on its behalf.”

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

“The return will be provided to all board members by mail or e-mail before the filing of the return”

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

“Executive director monitors monthly if a conflict arises the board member is asked to excuse themselves from all discussion and voting”

Form 990, Part VI, Section B, Line 15

“The salary for top management and employees, is compared to other school districts and must be approved by the board”

Form 990, Part VI, Section C, Line 19

“Documents are available at business address during normal business hours”

Filing and Contact Details

Filer

Filer Name
Escondido Charter High School
EIN
33-0841097
Phone
7607373154
Address
1868 E VALLEY PARKWAY, ESCONDIDO, CA 92027

Signing Officer

Name
Sheila Randle
Title
Business Manager
Phone
7607373154
Signed
2021-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Randle
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
101
Volunteers
30

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management believes that the organization has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Raw XML AppendixShowing 400 of 514 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/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0801362
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04799405
IRS990/OtherSalariesAndWagesGrp/TotalAmt05600767
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0242692
IRS990/PayrollTaxesGrp/ProgramServicesAmt01274135
IRS990/PayrollTaxesGrp/TotalAmt01516827
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05661
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0875
IRS990/PrincipalOfficerNm0SHEILA RANDLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010524419
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt052417
IRS990/PYOtherExpensesAmt02839805
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0387759
IRS990/PYSalariesCompEmpBnftPaidAmt07349272
IRS990/PYTotalExpensesAmt010189077
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010576836
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-184845
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt040753
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03850399
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03166123
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/BookValueAmt0695592
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01235514
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01931106
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt011030487
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067513
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STUDENT GROUPS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010845642
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0695592
IRS990ScheduleD/TotalExpensesPerForm990Amt011030487
IRS990ScheduleD/TotalLiabilityAmt067513
IRS990ScheduleD/TotalRevenuePerForm990Amt010845642
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010845642
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011030487
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND THEREFORE IS NOT SUBJECT TO THE FORMAL COMPLIANCE WITH REVENUE PROCEDURE 75-50 AS LONG AS THE CHARTER AGREEMENT WITH THE STATE IS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES CALIFORNIA APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE
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/BaseCompensationFilingOrgAmt0167881
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1153106
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/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010258
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt19650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHAWN RONER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SHEILA RANDLE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1BUSINESS MGR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0178139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1162756
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN WILL BE PROVIDED TO ALL BOARD MEMBERS BY MAIL OR E-MAIL BEFORE THE FILING OF THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR MONITORS MONTHLY IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE THEMSELVES FROM ALL DISCUSSION AND VOTING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SALARY FOR TOP MANAGEMENT AND EMPLOYEES, IS COMPARED TO OTHER SCHOOL DISTRICTS AND MUST BE APPROVED BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE AT BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HERITAGE K-8
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1AMERICAN HERITAGE EDUCATION FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0300176736
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1330907776
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(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
$5,213,033
Liabilities
$1,117,713
Net assets
$4,095,320
Revenue
$10,845,642
Expenses
$11,030,487
Net income
-$184,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.1$14.3$6.79$14.7$13.4$1.23
2023Detailed filing. Detailed filing data is available for this year.$20.3$14.8$5.49$14.3$12.4$1.86
2022Detailed filing. Detailed filing data is available for this year.$4.57$0.83$3.74$12.5$13.9$1.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.43$5.12$11.1$10.1$1.03
2020Detailed filing. Detailed filing data is available for this year.$5.21$1.12$4.10$10.8$11.0$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.48$4.28$10.6$10.2$0.39
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.21$3.89$9.08$10.1$1.01
2017Detailed filing. Detailed filing data is available for this year.$5.13$0.23$4.90$8.86$8.53$0.32
2016Detailed filing. Detailed filing data is available for this year.$4.82$0.25$4.58$8.11$7.41$0.70
2015Detailed filing. Detailed filing data is available for this year.$4.38$0.50$3.87$7.39$7.41$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.32$0.42$3.90$6.87$6.85$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.49$3.87$6.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.22$3.55$7.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.17$3.48$7.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.96$4.52$7.33