Civic Intelligence

San Jose Charter Academy

990 • Fiscal year 2016 • EIN 45-2499407

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 29, 2017

Organization Profilewww.sanjose-edison.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

0.20x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

23rd percentile

0.08x

Higher debt load relative to revenue than 23% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

68th percentile

8.5%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$206,422

Higher top officer pay than 61% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

92nd percentile

35%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$4,998,143

Up $1,294,469 (+35%) from 2015

Net Assets

Up

$3,981,572

Up $1,057,178 (+36%) from 2015

Liabilities

Up

$1,016,571

Up $237,291 (+30%) from 2015

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin68th percentile

Revenue

Up

$12,543,497

Up $1,747,644 (+16%) from 2015

Expenses

Up

$11,480,284

Up $1,734,222 (+18%) from 2015

Net Income

Up

$1,063,213

Up $13,422 (+1.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2016

Assets$4,998,143
Liabilities$1,016,571
Net Assets$3,981,572
Open 2016 Filing

Operations Trend

Revenue Growth77th 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

2016

Revenue$12,543,497
Expenses$11,480,284
Net Income$1,063,213
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 29, 2017
Return Version
2015v3.0
Gross Receipts
$12,543,497
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
Savings and Temporary Cash Investments$2,630,450$3,013,273▲ $382,823
Cash and Non-Interest-Bearing Accounts$387,846$809,299▲ $421,453
Accounts Receivable$286,558$586,758▲ $300,200
Land, Buildings, and Equipment, Net$377,636$492,628▲ $114,992
Prepaid Expenses and Deferred Charges$21,184$33,627▲ $12,443
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$3,703,674$4,998,143▲ $1,294,469
Other Assets Total-$62,558-
Liabilities
Accounts Payable and Accrued Expenses$499,311$804,072▲ $304,761
Other Liabilities$279,969$212,499▼ $67,470
Total Liabilities$779,280$1,016,571▲ $237,291
Net Assets / Fund Balance
Unrestricted Net Assets$2,225,249$3,118,198▲ $892,949
Temporarily Rstr Net Assets$699,145$863,374▲ $164,229
Total Net Assets Fund Balance$2,924,394$3,981,572▲ $1,057,178
Total Liabilities and Net Assets / Fund Balance$3,703,674$4,998,143▲ $1,294,469

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$492,628$262,323$754,951
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Denise PattonExecutive DirectorFT$182,757$23,665$206,422
Kathy Cooper - Ka-FT$133,723$24,023$157,746
Luisa Vela-FT$113,845$21,750$135,595
Shiroma Erin R-FT$108,019$21,750$129,769

Board Members and Trustees

NameTitle
Brad ManningChairman
Jeff CoronadoVice Chairman
David WallachMember
Matt SmithMember
Tony SongSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Managed SolutionsAccounting Mgmt1451 RIVER PARK DRIVE 180, Sacramento, CA 95815$158,950
Total Education SystemsTherapy625 FAIR OAKS AVE SUITE 300, South Pasadena, CA 91030$117,720
Revenue and Support

Revenue Composition

Contributions and Grants
$11,956,073
Program Service Revenue
$573,752
Investment Income
$13,672
Other Revenue
$0
Change in Net Assets
$1,063,213

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,467,371
Revenue Not Reported on Financial Statements
$76,126
Other Revenue Adjustments
$76,126
Total Revenue per Audited Statements
$12,467,371
Total Revenue per Form 990
$12,543,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,529,984
Other Expenses$2,950,300
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,899,513$1,482,705-$6,382,218
Fees for Services Other$584,433$825,100-$1,409,533
Pension Plan Contributions$851,013$156,277-$1,007,290
Other Employee Benefits$574,405$192,733-$767,138
Current Officers, Directors, Trustees, and Key Employees$211,338--$211,338
All Other Expenses$101,527$101,942-$203,469
Payroll Taxes$97,137$64,863-$162,000
Depreciation Depletion-$134,989-$134,989
Other Expenses$115,446$207,522-$115,446
Insurance-$48,527-$48,527
Travel$25,716$16,396-$42,112
Office Expenses$29,834$10,132-$39,966
Fees for Services Legal-$32,936-$32,936
Interest-$16,376-$16,376
Fees for Services Accounting-$15,402-$15,402
Total Functional Expenses$8,124,977$3,355,307$0$11,480,284

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,480,284
Expenses per Audited Statements$11,410,193
Total Expenses per Audited Statements$11,410,193
Expenses Not Reported on Financial Statements$70,091
Other Expense Adjustments$70,091
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$122,972
Due to Student Groups$49,569
Compensated Absences$20,750
Due to Employees$19,208
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
2017-03-29
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
136
Volunteers
759

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 Decreases

“Audit presents asb activity profit as liablity acct = -$6035”

Financial Statement Notes

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

“Associated Student Body $76126”

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

“Associated student body $70091”

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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt011956073
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt012543497
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt048527
IRS990/InsuranceGrp/TotalAmt048527
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt016376
IRS990/InterestGrp/TotalAmt016376
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt013672
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013672
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0262323
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0377636
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0492628
IRS990/LandBldgEquipCostOrOtherBssAmt0754951
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/NetAssetsOrFundBalancesBOYAmt02924394
IRS990/NetAssetsOrFundBalancesEOYAmt03981572
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010132
IRS990/OfficeExpensesGrp/ProgramServicesAmt029834
IRS990/OfficeExpensesGrp/TotalAmt039966
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt062558
IRS990/OtherChangesInNetAssetsAmt0-6035
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0192733
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0574405
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0767138
IRS990/OtherExpensesGrp/Desc0SMALL EQUIP
IRS990/OtherExpensesGrp/Desc1MATERIALS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3TEXTBOOKS & REFERENCE MATERIAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09268
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt140139
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2207522
IRS990/OtherExpensesGrp/ProgramServicesAmt0376164
IRS990/OtherExpensesGrp/ProgramServicesAmt1258451
IRS990/OtherExpensesGrp/ProgramServicesAmt2115446
IRS990/OtherExpensesGrp/TotalAmt0385432
IRS990/OtherExpensesGrp/TotalAmt1298590
IRS990/OtherExpensesGrp/TotalAmt2207522
IRS990/OtherExpensesGrp/TotalAmt3115446
IRS990/OtherLiabilitiesGrp/BOYAmt0279969
IRS990/OtherLiabilitiesGrp/EOYAmt0212499
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01482705
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04899513
IRS990/OtherSalariesAndWagesGrp/TotalAmt06382218
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt064863
IRS990/PayrollTaxesGrp/ProgramServicesAmt097137
IRS990/PayrollTaxesGrp/TotalAmt0162000
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0156277
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0851013
IRS990/PensionPlanContributionsGrp/TotalAmt01007290
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021184
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033627
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0APPLE LEASE PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1ASB
IRS990/ProgramServiceRevenueGrp/Desc2CHILDCARE FEES
IRS990/ProgramServiceRevenueGrp/Desc3OTHER SCHOOL RELATED
IRS990/ProgramServiceRevenueGrp/Desc4SCHOOL LUNCH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043169
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt176126
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2267736
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt376787
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt474475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043169
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt176126
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2267736
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt376787
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt474475
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/ExpenseAmt0183843
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0267736
IRS990/ProgSrvcAccomActy3Grp/Desc0ACTIVITIES TO SUPPORT THE ASSOCIATED STUDENT BODY CLUBS OF THE CHARTER SCHOOL ACADEMY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt070091
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt076126
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010301080
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012967
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01981367
IRS990/PYProgramServiceRevenueAmt0481806
IRS990/PYRevenuesLessExpensesAmt01049791
IRS990/PYSalariesCompEmpBnftPaidAmt07764695
IRS990/PYTotalExpensesAmt09746062
IRS990/PYTotalRevenueAmt010795853
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01063213
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02630450
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03013273
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0492628
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0262323
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0754951
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt070091
IRS990ScheduleD/ExpensesSubtotalAmt011410193
IRS990ScheduleD/OtherExpensesNotIncludedAmt070091
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0122972
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt219208
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt349569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL LEASES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMPENSATED ABSENCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO EMPLOYEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO STUDENT GROUPS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt076126
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt076126
IRS990ScheduleD/RevenueSubtotalAmt012467371
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Associated Student Body $76126
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Associated student body $70091
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/TotalBookValueLandBuildingsAmt0492628
IRS990ScheduleD/TotalExpensesPerForm990Amt011480284
IRS990ScheduleD/TotalLiabilityAmt0212499
IRS990ScheduleD/TotalRevenuePerForm990Amt012543497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012467371
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011410193
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

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,998,143
Liabilities
$1,016,571
Net assets
$3,981,572
Revenue
$12,543,497
Expenses
$11,480,284
Net income
$1,063,213
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