Civic Intelligence

Valley Inquiry Charter School

990 • Fiscal year 2020 • EIN 38-3709149

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileVALLEYINQUIRY.ORG
5774 Hazelgreen Road NESalem, OR 97305

(503) 399-3150

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

57th percentile

9.0%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$77,623

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

7.2%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$704,343

Up $117,101 (+20%) from 2019

Net Assets

Up

$703,389

Up $117,638 (+20%) from 2019

Liabilities

Down

$954

Down $537 (-36%) from 2019

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin57th percentile

Revenue

Up

$1,308,463

Up $88,132 (+7.2%) from 2019

Expenses

Up

$1,190,825

Up $82,462 (+7.4%) from 2019

Net Income

Up

$117,638

Up $5,670 (+5.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $316,137Liabilities 2011: $0Net Assets 2011: $316,1372011Assets 2012: $289,909Liabilities 2012: $0Net Assets 2012: $289,9092012Assets 2013: $206,911Liabilities 2013: $0Net Assets 2013: $206,9112013Assets 2014: $188,914Liabilities 2014: $955Net Assets 2014: $187,9592014Assets 2015: $210,739Liabilities 2015: $0Net Assets 2015: $210,7392015Assets 2016: $264,940Liabilities 2016: $0Net Assets 2016: $264,9402016Assets 2017: $330,220Liabilities 2017: $1,648Net Assets 2017: $328,5722017Assets 2018: $475,625Liabilities 2018: $1,842Net Assets 2018: $473,7832018Assets 2019: $587,242Liabilities 2019: $1,491Net Assets 2019: $585,7512019Assets 2020: $704,343Liabilities 2020: $954Net Assets 2020: $703,3892020Assets 2021: $854,438Liabilities 2021: $7,427Net Assets 2021: $847,0112021Assets 2022: $917,822Liabilities 2022: $27,658Net Assets 2022: $890,1642022Assets 2023: $1,426,606Liabilities 2023: $23,158Net Assets 2023: $1,403,4482023Assets 2024: $1,674,003Liabilities 2024: $8,079Net Assets 2024: $1,665,9242024

Highlighted filing

2020

Assets$704,343
Liabilities$954
Net Assets$703,389
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $909,923Expenses 2011: $870,350Net Income 2011: $39,5732011Revenue 2012: $834,215Expenses 2012: $860,443Net Income 2012: -$26,2282012Revenue 2013: $777,207Expenses 2013: $860,205Net Income 2013: -$82,9982013Revenue 2014: $900,819Expenses 2014: $919,771Net Income 2014: -$18,9522014Revenue 2015: $958,000Expenses 2015: $935,220Net Income 2015: $22,7802015Revenue 2016: $1,058,144Expenses 2016: $1,003,943Net Income 2016: $54,2012016Revenue 2017: $1,065,740Expenses 2017: $1,002,108Net Income 2017: $63,6322017Revenue 2018: $1,197,328Expenses 2018: $1,052,117Net Income 2018: $145,2112018Revenue 2019: $1,220,331Expenses 2019: $1,108,363Net Income 2019: $111,9682019Revenue 2020: $1,308,463Expenses 2020: $1,190,825Net Income 2020: $117,6382020Revenue 2021: $1,579,396Expenses 2021: $1,435,774Net Income 2021: $143,6222021Revenue 2022: $1,849,534Expenses 2022: $1,806,381Net Income 2022: $43,1532022Revenue 2023: $2,319,057Expenses 2023: $1,805,773Net Income 2023: $513,2842023Revenue 2024: $1,838,500Expenses 2024: $1,576,024Net Income 2024: $262,4762024

Highlighted filing

2020

Revenue$1,308,463
Expenses$1,190,825
Net Income$117,638
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$1,308,463
Mission and Program Overview

Mission

To offer a unique and innovative learning experience for children in a small learning environment, and to develop further develop a primary school where children of all backgrounds and abilities can share in the joy of discovery each day; acquire the skills to approach new problems thoughtfully and creatively; develop an appreciation and understanding of other cultures and traditions; and become actively engaged in their communities.

To provide a primary school where children of all backgrounds and abilities can share in the joy of discovery each day; acquire the skills to approach new problems thoughtfully and creatively; develop an appreciation and understanding of other cultures and traditions; and be actively engaged in their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$518,122$643,837▲ $125,715
Cash and Non-Interest-Bearing Accounts$490,404$629,371▲ $138,967
Land, Buildings, and Equipment, Net$67,629$59,552▼ $8,077
Pd in Cap Srpls Land Bldg Eqp Fund$67,629$59,552▼ $8,077
Accounts Receivable$29,209--
Prepaid Expenses and Deferred Charges-$15,420-
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$587,242$704,343▲ $117,101
Liabilities
Accounts Payable and Accrued Expenses$1,491$954▼ $537
Total Liabilities$1,491$954▼ $537
Net Assets / Fund Balance
Total Net Assets Fund Balance$585,751$703,389▲ $117,638
Total Liabilities and Net Assets / Fund Balance$587,242$704,343▲ $117,101

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$30,102$22,640$52,742
Leasehold Improvements$29,450$8,974$38,424
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jesse PaynePrincipalPT$77,623$77,623

Board Members and Trustees

NameTitle
Ken SloughBoard President & Chair
Terry RohseVice-chair
Chuck HackettMember
Kyle McsmithMember
Matthew ReynoldsMember
Latricia GarfMember (through October 2019)
Carol TopazSecretary
Bj FosterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,057
Program Service Revenue
$1,287,836
Investment Income
$9,335
Other Revenue
$4,235
All Other Contributions
$7,057
Change in Net Assets
$117,638

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,304,228
Revenue Not Reported on Financial Statements
$4,235
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$4,235
Total Revenue per Audited Statements
$1,304,228
Total Revenue per Form 990
$1,308,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,030,549
Salaries, Compensation, and Employee Benefits$160,276
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$924,690$6,215-$930,905
Current Officers, Directors, Trustees, and Key Employees-$107,027-$107,027
Other Salaries and Wages$47,377--$47,377
Office Expenses$18,899$4,461-$23,360
Depreciation Depletion$13,477--$13,477
Information Technology$11,577--$11,577
Fees for Services Accounting-$9,425-$9,425
Occupancy$9,051--$9,051
Payroll Taxes$5,872--$5,872
Insurance$3,074--$3,074
Other Expenses$2,627--$2,627
All Other Expenses$2,189--$2,189
Fees for Services Legal-$558-$558
Travel$330--$330
Total Functional Expenses$1,063,139$127,686$0$1,190,825

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,190,825
Expenses per Audited Statements$1,186,590
Total Expenses per Audited Statements$1,186,590
Expenses Not Reported on Financial Statements$4,235
Other Expense Adjustments$4,235
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
No
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, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

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

“The return is reviewed by the governing board chair and treasurer prior to filing.”

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

“The board verifies that no conflict of interest exists when new board members begin their terms. When the board discusses actions to be taken, part of the process is to identify any conflicts of interest that may exist.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public on its website.”

Filing and Contact Details

Filer

Filer Name
Valley Inquiry Charter School
EIN
38-3709149
Phone
5033993150
Address
5774 HAZELGREEN ROAD NE, SALEM, OR 97305

Signing Officer

Name
Jesse Payne
Title
Principal
Phone
5033993150
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Rohse
Formed
2005
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
5
Volunteers
15

Preparer

Firm
Grove Mueller & Swank Pc
Address
475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
Preparer
Larry E Grant CPA
Phone
5035817788
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract employees: program service expenses 538,880. Management and general expenses 0. Fundraising expenses 0. Total expenses 538,880. Contract professional & technical: program service expenses 385,810. Management and general expenses 6,215. Fundraising expenses 0. Total expenses 392,025.”

Financial Statement Notes

PART X, LINE 2:

“The school follows accounting standards codification (asc) 740, accounting for uncertainty in income taxes. Disclosure is not required of a loss contingency involving an unasserted claim or assessment when there has been no manifestation by a potential claimant of an awareness of a possible claim or assessment unless it is considered probable that a claim will be asserted and there is a reasonable possibility that the outcome will be unfavorable. As of june 30, 2020 the school has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements based on this guidance.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“REFUNDED EXPENSES 4,235.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“REFUNDED EXPENSES 4,235.”

Raw XML AppendixShowing 400 of 453 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01491
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0954
IRS990/AccountsReceivableGrp/BOYAmt029209
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE A PRIMARY SCHOOL WHERE CHILDREN OF ALL BACKGROUNDS AND ABILITIES CAN SHARE IN THE JOY OF DISCOVERY EACH DAY; ACQUIRE THE SKILLS TO APPROACH NEW PROBLEMS THOUGHTFULLY AND CREATIVELY; DEVELOP AN APPRECIATION AND UNDERSTANDING OF OTHER CULTURES AND TRADITIONS; AND BE ACTIVELY ENGAGED IN THEIR COMMUNITIES.
IRS990/AllOtherContributionsAmt07057
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02189
IRS990/AllOtherExpensesGrp/TotalAmt02189
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05033993150
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05774 HAZELGREEN ROAD NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097305
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0490404
IRS990/CashNonInterestBearingGrp/EOYAmt0629371
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0107027
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0107027
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07057
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09335
IRS990/CYOtherExpensesAmt01030549
IRS990/CYOtherRevenueAmt04235
IRS990/CYProgramServiceRevenueAmt01287836
IRS990/CYRevenuesLessExpensesAmt0117638
IRS990/CYSalariesCompEmpBnftPaidAmt0160276
IRS990/CYTotalExpensesAmt01190825
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01308463
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013477
IRS990/DepreciationDepletionGrp/TotalAmt013477
IRS990/Desc0VALLEY INQUIRY CHARTER SCHOOL IS AN AUTHORIZED IB WORLD SCHOOL, OFFERING A UNIQUE, INNOVATIVE, AND INQUIRY-BASED LEARNING EXPERIENCE FOR 167 STUDENTS IN GRADES K-5. IT'S STAFF INCLUDES 7 TEACHERS AND 4 EDUCATIONAL ASSISTANTS WHO WORK TO CHALLENGE OUR STUDENTS TO BE PRINCIPLED, CARING, AND THINKERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01063139
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09425
IRS990/FeesForServicesAccountingGrp/TotalAmt09425
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0558
IRS990/FeesForServicesLegalGrp/TotalAmt0558
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06215
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0924690
IRS990/FeesForServicesOtherGrp/TotalAmt0930905
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt820.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt821753
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN SLOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm1TERRY ROHSE
IRS990/Form990PartVIISectionAGrp/PersonNm2BJ FOSTER
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROL TOPAZ
IRS990/Form990PartVIISectionAGrp/PersonNm4MATTHEW REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm5KYLE MCSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6LATRICIA GARF
IRS990/Form990PartVIISectionAGrp/PersonNm7CHUCK HACKETT
IRS990/Form990PartVIISectionAGrp/PersonNm8JESSE PAYNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt855870
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER (THROUGH OCTOBER 2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRINCIPAL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01308463
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt011577
IRS990/InformationTechnologyGrp/TotalAmt011577
IRS990/InsuranceGrp/ProgramServicesAmt03074
IRS990/InsuranceGrp/TotalAmt03074
IRS990/InvestmentIncomeGrp/ExclusionAmt09335
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09335
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt031614
IRS990/LandBldgEquipBasisNetGrp/BOYAmt067629
IRS990/LandBldgEquipBasisNetGrp/EOYAmt059552
IRS990/LandBldgEquipCostOrOtherBssAmt091166
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OFFER A UNIQUE AND INNOVATIVE LEARNING EXPERIENCE FOR CHILDREN IN A SMALL LEARNING ENVIRONMENT, AND TO DEVELOP FURTHER DEVELOP A PRIMARY SCHOOL WHERE CHILDREN OF ALL BACKGROUNDS AND ABILITIES CAN SHARE IN THE JOY OF DISCOVERY EACH DAY; ACQUIRE THE SKILLS TO APPROACH NEW PROBLEMS THOUGHTFULLY AND CREATIVELY; DEVELOP AN APPRECIATION AND UNDERSTANDING OF OTHER CULTURES AND TRADITIONS; AND BECOME ACTIVELY ENGAGED IN THEIR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0585751
IRS990/NetAssetsOrFundBalancesEOYAmt0703389
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt09051
IRS990/OccupancyGrp/TotalAmt09051
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04461
IRS990/OfficeExpensesGrp/ProgramServicesAmt018899
IRS990/OfficeExpensesGrp/TotalAmt023360
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND FEES
IRS990/OtherExpensesGrp/Desc1OUTDOOR SCHOOL
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc3OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt014023
IRS990/OtherExpensesGrp/ProgramServicesAmt15010
IRS990/OtherExpensesGrp/ProgramServicesAmt24943
IRS990/OtherExpensesGrp/ProgramServicesAmt32627
IRS990/OtherExpensesGrp/TotalAmt014023
IRS990/OtherExpensesGrp/TotalAmt15010
IRS990/OtherExpensesGrp/TotalAmt24943
IRS990/OtherExpensesGrp/TotalAmt32627
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0REFUNDED EXPENSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04235
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04235
IRS990/OtherRevenueTotalAmt04235
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047377
IRS990/OtherSalariesAndWagesGrp/TotalAmt047377
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt05872
IRS990/PayrollTaxesGrp/TotalAmt05872
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt067629
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt059552
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015420
IRS990/PrincipalOfficerNm0TERRY ROHSE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/BusinessCd2611110
IRS990/ProgramServiceRevenueGrp/Desc0CHARTER SCHOOL PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1OUTDOOR SCHOOL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2FIELD TRIP REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01279990
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17552
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01279990
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17552
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2294
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011409
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09786
IRS990/PYOtherExpensesAmt01000967
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01199136
IRS990/PYRevenuesLessExpensesAmt0111968
IRS990/PYSalariesCompEmpBnftPaidAmt0107396
IRS990/PYTotalExpensesAmt01108363
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01220331
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0117638
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01292071
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0518122
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0643837
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt030102
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022640
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt052742
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04235
IRS990ScheduleD/ExpensesSubtotalAmt01186590
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt029450
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08974
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt038424
IRS990ScheduleD/OtherExpensesNotIncludedAmt04235
IRS990ScheduleD/OtherRevenuesNotIncludedAmt04235
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04235
IRS990ScheduleD/RevenueSubtotalAmt01304228
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS ACCOUNTING STANDARDS CODIFICATION (ASC) 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. DISCLOSURE IS NOT REQUIRED OF A LOSS CONTINGENCY INVOLVING AN UNASSERTED CLAIM OR ASSESSMENT WHEN THERE HAS BEEN NO MANIFESTATION BY A POTENTIAL CLAIMANT OF AN AWARENESS OF A POSSIBLE CLAIM OR ASSESSMENT UNLESS IT IS CONSIDERED PROBABLE THAT A CLAIM WILL BE ASSERTED AND THERE IS A REASONABLE POSSIBILITY THAT THE OUTCOME WILL BE UNFAVORABLE. AS OF JUNE 30, 2020 THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS BASED ON THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REFUNDED EXPENSES 4,235.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REFUNDED EXPENSES 4,235.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt059552
IRS990ScheduleD/TotalExpensesPerForm990Amt01190825
IRS990ScheduleD/TotalRevenuePerForm990Amt01308463
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01304228
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01186590
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd00
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd00
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0VALLEY INQUIRY CHARTER SCHOOL IS A CHARTER SCHOOL. THEREFORE, THE SCHOOL IS CONSIDERED A PUBLIC SCHOOL RATHER THAN A PRIVATE SCHOOL AND IS NOT REQUIRED TO COMPLETE SCHEDULE E.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS REVIEWED BY THE GOVERNING BOARD CHAIR AND TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD VERIFIES THAT NO CONFLICT OF INTEREST EXISTS WHEN NEW BOARD MEMBERS BEGIN THEIR TERMS. WHEN THE BOARD DISCUSSES ACTIONS TO BE TAKEN, PART OF THE PROCESS IS TO IDENTIFY ANY CONFLICTS OF INTEREST THAT MAY EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT EMPLOYEES: PROGRAM SERVICE EXPENSES 538,880. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 538,880. CONTRACT PROFESSIONAL & TECHNICAL: PROGRAM SERVICE EXPENSES 385,810. MANAGEMENT AND GENERAL EXPENSES 6,215. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 392,025.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SALEM KEIZER SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0936000763
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02450 LANCASTER DR NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SALEM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097305
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0977341
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11279990
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CONTRACT FOR SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CHARTER SCHOOL CONTRACT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SALEM KEIZER SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SALEM KEIZER SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0587242
IRS990/TotalAssetsEOYAmt0704343
IRS990/TotalAssetsGrp/BOYAmt0587242
IRS990/TotalAssetsGrp/EOYAmt0704343
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07057
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01063139
IRS990/TotalFunctionalExpensesGrp/TotalAmt01190825
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01491
IRS990/TotalLiabilitiesEOYAmt0954
IRS990/TotalLiabilitiesGrp/BOYAmt01491
IRS990/TotalLiabilitiesGrp/EOYAmt0954
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0585751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0703389

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$704,343
Liabilities
$954
Net assets
$703,389
Revenue
$1,308,463
Expenses
$1,190,825
Net income
$117,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.67$1.84$1.58$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.40$2.32$1.81$0.51
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.03$0.89$1.85$1.81$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.85$1.58$1.44$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.31$1.19$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.22$1.11$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.47$1.20$1.05$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.07$1.00$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.06$1.00$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.96$0.94$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.90$0.92$0.02
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.78$0.86$0.08
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$0.83$0.86$0.03
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.91$0.87$0.04