Civic Intelligence

San Jose Charter Academy

990 • Fiscal year 2015 • EIN 45-2499407

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 14, 2016

Organization Profilewww.sanjosecharteracademy.com
2021 W Alwood StreetWest Covina, CA 91790

(626) 856-1693

Siviq Scores

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

Liabilities / Assets

47th percentile

0.21x

Higher debt load relative to assets than 47% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

21st percentile

0.07x

Higher debt load relative to revenue than 21% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

68th percentile

9.7%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$181,210

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

16th percentile

-5.8%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

15%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$3,703,674

Down $226,905 (-5.8%) from 2014

Net Assets

Up

$2,924,394

Up $1,056,042 (+57%) from 2014

Liabilities

Down

$779,280

Down $1,282,947 (-62%) from 2014

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin68th percentile

Revenue

Up

$10,795,853

Up $1,370,533 (+15%) from 2014

Expenses

Up

$9,746,062

Up $1,154,981 (+13%) from 2014

Net Income

Up

$1,049,791

Up $215,552 (+26%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$15M$10M$5.0M$0Assets 2012: $2,755,228Liabilities 2012: $2,060,865Net Assets 2012: $694,3632012Assets 2013: $4,292,472Liabilities 2013: $3,245,778Net Assets 2013: $1,046,6942013Assets 2014: $3,930,579Liabilities 2014: $2,062,227Net Assets 2014: $1,868,3522014Assets 2015: $3,703,674Liabilities 2015: $779,280Net Assets 2015: $2,924,3942015Assets 2016: $4,998,143Liabilities 2016: $1,016,571Net Assets 2016: $3,981,5722016Assets 2017: $5,118,672Liabilities 2017: $747,198Net Assets 2017: $4,371,4742017Assets 2018: $5,344,638Liabilities 2018: $631,058Net Assets 2018: $4,713,5802018Assets 2019: $6,281,071Liabilities 2019: $758,265Net Assets 2019: $5,522,8062019Assets 2020: $7,829,510Liabilities 2020: $2,195,261Net Assets 2020: $5,634,2492020Assets 2021: $8,864,152Liabilities 2021: $3,229,395Net Assets 2021: $5,634,7572021Assets 2022: $9,287,417Liabilities 2022: $4,094,684Net Assets 2022: $5,192,7332022Assets 2023: $11,238,683Liabilities 2023: $4,523,365Net Assets 2023: $6,715,3182023Assets 2024: $11,322,585Liabilities 2024: $2,455,276Net Assets 2024: $8,867,3092024

Highlighted filing

2015

Assets$3,703,674
Liabilities$779,280
Net Assets$2,924,394
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$30M$20M$10M$0-$10MRevenue 2012: $8,668,282Expenses 2012: $8,377,672Net Income 2012: $290,6102012Revenue 2013: $8,585,866Expenses 2013: $8,233,380Net Income 2013: $352,4862013Revenue 2014: $9,425,320Expenses 2014: $8,591,081Net Income 2014: $834,2392014Revenue 2015: $10,795,853Expenses 2015: $9,746,062Net Income 2015: $1,049,7912015Revenue 2016: $12,543,497Expenses 2016: $11,480,284Net Income 2016: $1,063,2132016Revenue 2017: $11,921,229Expenses 2017: $11,531,327Net Income 2017: $389,9022017Revenue 2018: $12,434,357Expenses 2018: $12,092,251Net Income 2018: $342,1062018Revenue 2019: $13,777,127Expenses 2019: $12,967,901Net Income 2019: $809,2262019Revenue 2020: $13,681,855Expenses 2020: $13,570,412Net Income 2020: $111,4432020Revenue 2021: $14,056,443Expenses 2021: $14,055,935Net Income 2021: $5082021Revenue 2022: $15,495,636Expenses 2022: $15,937,660Net Income 2022: -$442,0242022Revenue 2023: $19,547,157Expenses 2023: $18,024,572Net Income 2023: $1,522,5852023Revenue 2024: $22,262,629Expenses 2024: $20,110,638Net Income 2024: $2,151,9912024

Highlighted filing

2015

Revenue$10,795,853
Expenses$9,746,062
Net Income$1,049,791
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 14, 2016
Return Version
2014v6.0
Gross Receipts
$10,795,853
Mission and Program Overview

Mission

To provide students with the foundation for building good character and ethics core values are stressed throughout the school on a daily basis and include wisdom, justice, courage, compassion,hope, respect, responsibility, and integrity.

To provide students with the foundation for building good character and ethics. Core values are stressed throughout the school on a daily basis and include wisdom, justice, courage, compassion, hope, respect, responsibility, and integrity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$380,218$3,018,296▲ $2,638,078
Savings and Temporary Cash Investments$2,392,601$0▼ $2,392,601
Land, Buildings, and Equipment, Net$188,768$377,636▲ $188,868
Accounts Receivable$931,965$286,558▼ $645,407
Prepaid Expenses and Deferred Charges$37,027$21,184▼ $15,843
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,930,579$3,703,674▼ $226,905
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,200,000--
Accounts Payable and Accrued Expenses$622,421$499,311▼ $123,110
Other Liabilities$239,806$279,969▲ $40,163
Total Liabilities$2,062,227$779,280▼ $1,282,947
Net Assets / Fund Balance
Unrestricted Net Assets$-287,065$2,225,249▲ $2,512,314
Temporarily Rstr Net Assets$2,155,417$699,145▼ $1,456,272
Total Net Assets Fund Balance$1,868,352$2,924,394▲ $1,056,042
Total Liabilities and Net Assets / Fund Balance$3,930,579$3,703,674▼ $226,905

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$377,636$158,423$536,059
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Denise PattonExecutive DirectorFT$165,483$15,727$181,210
Kathryn CooperBusiness Service ManagerFT$120,128$21,390$141,518
Luisa VelaSe CoordinatorFT$106,732$14,424$121,156

Board Members and Trustees

NameTitle
David WallachChairman
Brad ManningVice Chairman
Matt SmithMember
Tony SongMember
Jeff CoronadoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,301,080
Program Service Revenue
$481,806
Investment Income
$12,967
Other Revenue
$0
Change in Net Assets
$1,049,791

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,716,560
Revenue Not Reported on Financial Statements
$79,293
Other Revenue Adjustments
$79,293
Total Revenue per Audited Statements
$10,716,560
Total Revenue per Form 990
$10,795,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,764,695
Other Expenses$1,981,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,630,341$1,141,885-$5,772,226
Fees for Services Other$409,270$457,076-$866,346
Pension Plan Contributions$635,642$140,918-$776,560
Other Employee Benefits$601,527$170,498-$772,025
Current Officers, Directors, Trustees, and Key Employees$302,366$141,518-$443,884
All Other Expenses$137,376$92,717-$230,093
Depreciation Depletion-$98,847-$98,847
Other Expenses$85,544$6,249-$85,544
Travel$20,004$34,326-$54,330
Insurance-$45,970-$45,970
Office Expenses$29,196$572-$29,768
Interest-$21,193-$21,193
Fees for Services Legal$3,056$8,460-$11,516
Fees for Services Accounting-$7,758-$7,758
Advertising-$650-$650
Total Functional Expenses$7,164,713$2,581,349$0$9,746,062

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,746,062
Expenses per Audited Statements$9,660,518
Total Expenses per Audited Statements$9,660,518
Expenses Not Reported on Financial Statements$85,544
Other Expense Adjustments$85,544
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Leases$197,119
Due to Student Groups$43,533
Compensated Absences$20,750
Due to Employees$18,567
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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, Line 11B: Form 990 Review Process

“CPA firm will prepare the tax return for the organization and send a draft copy to Kathy Cooper, Business Service Manager, who will forward the draft copy to the school board for approval prior to filing. Once approved, the business service manager will notify the firm to finalize and prepare the return for submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each person in a designated position is required to file a Form 700 "Statement of Economic Interest" on an annual basis. This form is completed for the purpose of disclosing any investments, interest in real property, business positions, and income that the designated position may have received that has a material financial effect on the organization.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The director of the organization is evaluated through performance evaluations on an annual basis. Based upon the employees performance and the financial stability of the school, the employee may be eligible to receive additional compensation of a salary increase or bonus from the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Requests for public records shall be made to the executive director of the organization. The executive director or designee may determine the most appropriate school employee to assist in assembling any public records for production. Any person may request a copy of any school record open to the public and not exempt from disclosure. Public access shall not be given to records listed as exempt from public disclosure in the california public records act or other statutes.”

Filing and Contact Details

Filer

Filer Name
San Jose Charter Academy
EIN
45-2499407
Phone
6268561693
Address
2021 W ALWOOD STREET, WEST COVINA, CA 91790

Signing Officer

Name
Brad Manning
Title
Chairman
Signed
2016-01-14
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
139
Volunteers
800

Preparer

Firm
Nigro & Nigro Pc
Address
25220 Hancock Ave Ste 400, MURRIETA, CA 92562-9739
Preparer
Elizabeth Nigro CPA
Phone
9516988783
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Asb income/exp on 990 - audit reports as liabiity only = $6251”

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Associated Student Body $79293”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Associated student body $85544”

Raw XML AppendixShowing 400 of 486 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/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0158423
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0188768
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0377636
IRS990/LandBldgEquipCostOrOtherBssAmt0536059
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE STUDENTS WITH THE FOUNDATION FOR BUILDING GOOD CHARACTER AND ETHICS. CORE VALUES ARE STRESSED THROUGHOUT THE SCHOOL ON A DAILY BASIS AND INCLUDE WISDOM, JUSTICE, COURAGE, COMPASSION, HOPE, RESPECT, RESPONSIBILITY, AND INTEGRITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01200000
IRS990/NetAssetsOrFundBalancesBOYAmt01868352
IRS990/NetAssetsOrFundBalancesEOYAmt02924394
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0572
IRS990/OfficeExpensesGrp/ProgramServicesAmt029196
IRS990/OfficeExpensesGrp/TotalAmt029768
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt06251
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0170498
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0601527
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0772025
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1MATERIALS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc2SOFTWARE
IRS990/OtherExpensesGrp/Desc3STUDENT BODY CLUB EXP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0212712
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16249
IRS990/OtherExpensesGrp/ProgramServicesAmt0207354
IRS990/OtherExpensesGrp/ProgramServicesAmt1103037
IRS990/OtherExpensesGrp/ProgramServicesAmt285544
IRS990/OtherExpensesGrp/TotalAmt0212712
IRS990/OtherExpensesGrp/TotalAmt1207354
IRS990/OtherExpensesGrp/TotalAmt2109286
IRS990/OtherExpensesGrp/TotalAmt385544
IRS990/OtherLiabilitiesGrp/BOYAmt0239806
IRS990/OtherLiabilitiesGrp/EOYAmt0279969
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01141885
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04630341
IRS990/OtherSalariesAndWagesGrp/TotalAmt05772226
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0140918
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0635642
IRS990/PensionPlanContributionsGrp/TotalAmt0776560
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt037027
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021184
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0APPLE LEASE PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1ASB
IRS990/ProgramServiceRevenueGrp/Desc2CHILDCARE FEES
IRS990/ProgramServiceRevenueGrp/Desc3MISC SCHOOL RELATED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt179293
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2275410
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt394503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt179293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2275410
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt394503
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION OFFERS A BEFORE AND AFTER SCHOOL PROGRAM THAT PROVIDES STUDENTS WITH A SAFE AND NURTURING ENVIRONMENT DURING NON-SCHOOL HOURS. ENROLLMENT IS OFFERED TO STUDENTS WHO CURRENTLY ATTEND THE CHARTER SCHOOL. THE PROGRAM IS FUNDED THROUGH PARENT PAID FEES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0160510
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0275410
IRS990/ProgSrvcAccomActy3Grp/Desc0ACTIVITIES TO SUPPORT THE ASSOCIATED STUDENT BODY CLUBS OF THE CHARTER SCHOOL ACADEMY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt085544
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt079293
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09077978
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07142
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01752774
IRS990/PYProgramServiceRevenueAmt0340200
IRS990/PYRevenuesLessExpensesAmt0834237
IRS990/PYSalariesCompEmpBnftPaidAmt06838309
IRS990/PYTotalExpensesAmt08591083
IRS990/PYTotalRevenueAmt09425320
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01049791
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02392601
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0377636
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0158423
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0536059
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt085544
IRS990ScheduleD/ExpensesSubtotalAmt09660518
IRS990ScheduleD/OtherExpensesNotIncludedAmt085544
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0197119
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt218567
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt343533
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL LEASES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMPENSATED ABSENCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO EMPLOYEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO STUDENT GROUPS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt079293
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt079293
IRS990ScheduleD/RevenueSubtotalAmt010716560
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Associated Student Body $79293
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Associated student body $85544
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0377636
IRS990ScheduleD/TotalExpensesPerForm990Amt09746062
IRS990ScheduleD/TotalLiabilityAmt0279969
IRS990ScheduleD/TotalRevenuePerForm990Amt010795853
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010716560
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09660518
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0SAN JOSE CHARTER SCHOOL IS A CHARTER SCHOOL FUNDED BY THE STATE OF CALIFORNIA AND ALSO RECEIVES IN-LIEU OF PROPERTY TAX PAYMENTS FROM ITS CHARTERING DISTRICT WEST COVINA UNIFIED SCHOOL DISTRICT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH MEDIA; HOWEVER THE POLICY IS INCLUDED IN THE ORGANIZATION'S MEMORANDUM OF UNDERSTANDING WITH ITS GOVERNING AGENCY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE; THEREFORE, NO SCHOLARSHIPS OR GRANTS ARE AWARDED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0165483
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt013652
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt02075
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR DENISE PATTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0181210
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CPA firm will prepare the tax return for the organization and send a draft copy to Kathy Cooper, Business Service Manager, who will forward the draft copy to the school board for approval prior to filing. Once approved, the business service manager will notify the firm to finalize and prepare the return for submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each person in a designated position is required to file a Form 700 "Statement of Economic Interest" on an annual basis. This form is completed for the purpose of disclosing any investments, interest in real property, business positions, and income that the designated position may have received that has a material financial effect on the organization.

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,703,674
Liabilities
$779,280
Net assets
$2,924,394
Revenue
$10,795,853
Expenses
$9,746,062
Net income
$1,049,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$2.46$8.87$22.3$20.1$2.15
2023Summary only. Only limited summary data is available for this year.$11.2$4.52$6.72$19.5$18.0$1.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.29$4.09$5.19$15.5$15.9$0.44
2021Summary only. Only limited summary data is available for this year.$8.86$3.23$5.63$14.1$14.1$0.00
2020Summary only. Only limited summary data is available for this year.$7.83$2.20$5.63$13.7$13.6$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.76$5.52$13.8$13.0$0.81
2018Summary only. Only limited summary data is available for this year.$5.34$0.63$4.71$12.4$12.1$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.75$4.37$11.9$11.5$0.39
2016Detailed filing. Detailed filing data is available for this year.$5.00$1.02$3.98$12.5$11.5$1.06
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.78$2.92$10.8$9.75$1.05
2014Summary only. Only limited summary data is available for this year.$3.93$2.06$1.87$9.43$8.59$0.83
2013Summary only. Only limited summary data is available for this year.$4.29$3.25$1.05$8.59$8.23$0.35
2012Summary only. Only limited summary data is available for this year.$2.76$2.06$0.69$8.67$8.38$0.29