Civic Intelligence

Ace Charter School Foundation Inc.

990 • Fiscal year 2021 • EIN 45-1606949

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 29, 2022

Organization ProfileN/A
1100 Shasta Avenue 250San Jose, CA 95126

(408) 295-6008

Siviq Scores

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

Liabilities / Assets

90th percentile

0.89x

Higher debt load relative to assets than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

10.41x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

7th percentile

-26%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$199,834

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

14th percentile

-3.2%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-31%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$14,437,848

Down $476,960 (-3.2%) from 2020

Net Assets

Down

$1,571,844

Down $320,160 (-17%) from 2020

Liabilities

Down

$12,866,004

Down $156,800 (-1.2%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin7th percentile

Revenue

Down

$1,235,464

Down $564,624 (-31%) from 2020

Expenses

Up

$1,555,624

Up $15,663 (+1.0%) from 2020

Net Income

Down

-$320,160

Down $580,287 (-223%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$20M$15M$10M$5.0M$0Assets 2013: $4,830,128Liabilities 2013: $3,801,834Net Assets 2013: $1,028,2942013Assets 2014: $4,631,705Liabilities 2014: $3,682,022Net Assets 2014: $949,6832014Assets 2015: $4,691,859Liabilities 2015: $3,887,551Net Assets 2015: $804,3082015Assets 2016: $4,554,261Liabilities 2016: $3,815,613Net Assets 2016: $738,6482016Assets 2017: $14,882,699Liabilities 2017: $13,774,129Net Assets 2017: $1,108,5702017Assets 2018: $14,494,588Liabilities 2018: $12,844,110Net Assets 2018: $1,650,4782018Assets 2019: $14,718,290Liabilities 2019: $13,086,413Net Assets 2019: $1,631,8772019Assets 2020: $14,914,808Liabilities 2020: $13,022,804Net Assets 2020: $1,892,0042020Assets 2021: $14,437,848Liabilities 2021: $12,866,004Net Assets 2021: $1,571,8442021Assets 2022: $13,179,769Liabilities 2022: $11,996,259Net Assets 2022: $1,183,5102022Assets 2023: $17,005,425Liabilities 2023: $16,154,841Net Assets 2023: $850,5842023Assets 2024: $16,482,199Liabilities 2024: $15,692,758Net Assets 2024: $789,4412024Assets 2025: $15,926,923Liabilities 2025: $15,219,587Net Assets 2025: $707,3362025

Highlighted filing

2021

Assets$14,437,848
Liabilities$12,866,004
Net Assets$1,571,844
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $422,858Expenses 2013: $395,353Net Income 2013: $27,5052013Revenue 2014: $485,032Expenses 2014: $563,643Net Income 2014: -$78,6112014Revenue 2015: $485,012Expenses 2015: $573,637Net Income 2015: -$88,6252015Revenue 2016: $485,025Expenses 2016: $550,685Net Income 2016: -$65,6602016Revenue 2017: $1,371,165Expenses 2017: $1,001,243Net Income 2017: $369,9222017Revenue 2018: $1,115,210Expenses 2018: $1,015,636Net Income 2018: $99,5742018Revenue 2019: $1,287,579Expenses 2019: $1,332,658Net Income 2019: -$45,0792019Revenue 2020: $1,800,088Expenses 2020: $1,539,961Net Income 2020: $260,1272020Revenue 2021: $1,235,464Expenses 2021: $1,555,624Net Income 2021: -$320,1602021Revenue 2022: $1,143,501Expenses 2022: $1,531,835Net Income 2022: -$388,3342022Revenue 2023: $1,044,509Expenses 2023: $1,377,435Net Income 2023: -$332,9262023Revenue 2024: $1,317,886Expenses 2024: $1,379,029Net Income 2024: -$61,1432024Revenue 2025: $1,284,056Expenses 2025: $1,366,161Net Income 2025: -$82,1052025

Highlighted filing

2021

Revenue$1,235,464
Expenses$1,555,624
Net Income-$320,160
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 29, 2022
Return Version
2020v4.2
Gross Receipts
$1,235,464
Mission and Program Overview

Mission

The primary purposes of the corporation are to facilitate the development of charter schools; to lease, own, manage, and maintain an educational institution; to provide charter school facilities and operational and other support to charter schools; and to provide and otherwise obtain or assist in obtaining charter school financing. Additionally, the corporation may engage in any activities that are reasonably related to or in furtherance of its stated charitable and public purposes, or in any other charitable activities.

To provide facilities, operational and other support to ace charter schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,712,819$10,361,941▼ $350,878
Savings and Temporary Cash Investments$387,163$321,378▼ $65,785
Cash and Non-Interest-Bearing Accounts$62,184$67,510▲ $5,326
Accounts Receivable$5,497--
Pledges and Grants Receivable$108,869$969▼ $107,900
Prepaid Expenses and Deferred Charges$850--
Total Assets$14,914,808$14,437,848▼ $476,960
Other Assets Total$3,637,426$3,686,050▲ $48,624
Liabilities
Tax Exempt Bond Liabilities$12,319,270$12,024,100▼ $295,170
Other Liabilities$673,470$838,904▲ $165,434
Accounts Payable and Accrued Expenses$30,064$3,000▼ $27,064
Total Liabilities$13,022,804$12,866,004▼ $156,800
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,892,004$1,571,844▼ $320,160
Total Net Assets Fund Balance$1,892,004$1,571,844▼ $320,160
Total Liabilities and Net Assets / Fund Balance$14,914,808$14,437,848▼ $476,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,361,941$2,133,574$12,495,515
Other Assets Org$1,457,908--
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
John BronsonChairman
Naganath MahalingamManaging Director
Michael AbbottMember
Alexandra LaksSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,143
Other Revenue
$1,234,321
Change in Net Assets
$-320,160

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,235,464
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,235,464
Total Revenue per Form 990
$1,235,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,555,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$671,630--$671,630
Depreciation Depletion$379,188--$379,188
Office Expenses$326,661--$326,661
Fees for Services Accounting-$6,860-$6,860
Other Expenses$165,435$5,000-$5,000
Fees for Services Other-$850-$850
Total Functional Expenses$1,542,914$12,710$0$1,555,624

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,555,624
Total Expenses per Audited Statements$1,555,624
Total Expenses per Form 990$1,555,624
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
Deferred Rent Liability$838,904

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia School Finance Authority Charter School Revenue Bonds2016-11-01$13,330,000Charter school facilities and refinance construction debt

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$13,199,897$4,541,456$450,000$903,841

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
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
Yes
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 any committees that can act on behalf of the governing body.”

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

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

Form 990, Part VI, Section B, Line 15

“The organization has no employees its officers are officers of ace charter school and are appointed by ace charter school. The ceo's pay is determined based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the ceo's compensation as a direct action. The officers and key employees' pay is determine based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the officers and key employees' compensation as a direct action.”

Form 990, Part VI, Section C, Line 19

“The foundation provides its governing documents, conflict of interest policy and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ace Charter School Foundation Inc
EIN
45-1606949
Phone
4082956008
Address
1100 SHASTA AVENUE 250, SAN JOSE, CA 95126

Signing Officer

Name
David Blohm
Title
Director of Finance
Phone
4082956008
Signed
2022-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Blohm
Formed
2011
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The school and foundation are nonprofit entities 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. The school and foundation are 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. No income taxes are paid by the school.”

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ACE CHARTER SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010361941
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02133574
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012495515
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01555624
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02228142
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11457908
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BOND 2016 A&B RESERVE ACCOUNT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED RENT ASSET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0838904
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01235464
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL AND FOUNDATION ARE NONPROFIT ENTITIES 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. THE SCHOOL AND FOUNDATION ARE 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. NO INCOME TAXES ARE PAID BY THE SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010361941
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03686050
IRS990ScheduleD/TotalExpensesPerForm990Amt01555624
IRS990ScheduleD/TotalLiabilityAmt0838904
IRS990ScheduleD/TotalRevenuePerForm990Amt01235464
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01235464
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01555624
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0177632
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014785
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NAGANATH MAHALINGAM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0MANAGING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0199834
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02016-11-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0680280917
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum013058TXXX
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt013330000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0CALIFORNIA SCHOOL FINANCE AUTHORITY CHARTER SCHOOL REVENUE BONDS
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0CHARTER SCHOOL FACILITIES AND REFINANCE CONSTRUCTION DEBT
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt06113169
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalizedInterestAmt0696700
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0968168
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0903841
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt04541456
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0450000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02019
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt013199897
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO EMPLOYEES ITS OFFICERS ARE OFFICERS OF ACE CHARTER SCHOOL AND ARE APPOINTED BY ACE CHARTER SCHOOL. THE CEO'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE CEO'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINE BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
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/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0ACE CHARTER SCHOOL FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0ACE CHARTER SCHOOL FOUNDATION LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0451606949
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt014437848
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0FACILITIES
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt01235464
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01100 SHASTA AVENUE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0SAN JOSE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd095126
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ACE CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0261570590
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01100 SHASTA AVENUE 250
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095126
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01234321
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ACE CHARTER SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt012319270
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt012024100
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014914808
IRS990/TotalAssetsEOYAmt014437848

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,437,848
Liabilities
$12,866,004
Net assets
$1,571,844
Revenue
$1,235,464
Expenses
$1,555,624
Net income
-$320,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.9$15.2$0.71$1.28$1.37$0.08
2024Detailed filing. Detailed filing data is available for this year.$16.5$15.7$0.79$1.32$1.38$0.06
2023Detailed filing. Detailed filing data is available for this year.$17.0$16.2$0.85$1.04$1.38$0.33
2022Detailed filing. Detailed filing data is available for this year.$13.2$12.0$1.18$1.14$1.53$0.39
2021Detailed filing. Detailed filing data is available for this year.$14.4$12.9$1.57$1.24$1.56$0.32
2020Detailed filing. Detailed filing data is available for this year.$14.9$13.0$1.89$1.80$1.54$0.26
2019Detailed filing. Detailed filing data is available for this year.$14.7$13.1$1.63$1.29$1.33$0.05
2018Detailed filing. Detailed filing data is available for this year.$14.5$12.8$1.65$1.12$1.02$0.10
2017Detailed filing. Detailed filing data is available for this year.$14.9$13.8$1.11$1.37$1.00$0.37
2016Detailed filing. Detailed filing data is available for this year.$4.55$3.82$0.74$0.49$0.55$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.69$3.89$0.80$0.49$0.57$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.63$3.68$0.95$0.49$0.56$0.08
2013Summary only. Only limited summary data is available for this year.$4.83$3.80$1.03$0.42$0.40$0.03