Civic Intelligence

Bella Mente Charter School

990 • Fiscal year 2020 • EIN 45-3307047

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileWWW.BELLAMENTECHARTER.ORG
1737 West Vista WayVista, CA 92083

(760) 820-9501

Siviq Scores

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

Liabilities / Assets

86th percentile

0.80x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

2.51x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

50th percentile

4.1%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$127,592

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

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

Asset Growth

38th percentile

3.0%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

12th percentile

-32%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$21,811,711

Up $640,688 (+3.0%) from 2019

Net Assets

Up

$4,266,552

Up $288,300 (+7.2%) from 2019

Liabilities

Up

$17,545,159

Up $352,388 (+2.0%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin50th percentile

Revenue

Down

$7,001,314

Down $3,302,807 (-32%) from 2019

Expenses

Down

$6,713,014

Down $852,590 (-11%) from 2019

Net Income

Down

$288,300

Down $2,450,217 (-89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$40M$30M$20M$10M$0Assets 2014: $7,162,169Liabilities 2014: $6,855,896Net Assets 2014: $306,2732014Assets 2015: $7,734,454Liabilities 2015: $6,883,785Net Assets 2015: $850,6692015Assets 2016: $13,478,576Liabilities 2016: $12,283,968Net Assets 2016: $1,194,6082016Assets 2017: $13,605,283Liabilities 2017: $12,319,712Net Assets 2017: $1,285,5712017Assets 2018: $13,572,792Liabilities 2018: $12,333,057Net Assets 2018: $1,239,7352018Assets 2019: $21,171,023Liabilities 2019: $17,192,771Net Assets 2019: $3,978,2522019Assets 2020: $21,811,711Liabilities 2020: $17,545,159Net Assets 2020: $4,266,5522020Assets 2021: $23,593,719Liabilities 2021: $17,117,952Net Assets 2021: $6,475,7672021Assets 2022: $24,094,410Liabilities 2022: $16,968,303Net Assets 2022: $7,126,1072022Assets 2023: $39,286,199Liabilities 2023: $32,396,821Net Assets 2023: $6,889,3782023Assets 2024: $38,975,935Liabilities 2024: $31,784,513Net Assets 2024: $7,191,4222024

Highlighted filing

2020

Assets$21,811,711
Liabilities$17,545,159
Net Assets$4,266,552
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $2,809,395Expenses 2014: $2,501,142Net Income 2014: $308,2532014Revenue 2015: $4,740,966Expenses 2015: $4,196,570Net Income 2015: $544,3962015Revenue 2016: $5,939,742Expenses 2016: $5,595,803Net Income 2016: $343,9392016Revenue 2017: $6,132,875Expenses 2017: $6,041,912Net Income 2017: $90,9632017Revenue 2018: $6,589,104Expenses 2018: $6,634,940Net Income 2018: -$45,8362018Revenue 2019: $10,304,121Expenses 2019: $7,565,604Net Income 2019: $2,738,5172019Revenue 2020: $7,001,314Expenses 2020: $6,713,014Net Income 2020: $288,3002020Revenue 2021: $7,444,333Expenses 2021: $5,235,118Net Income 2021: $2,209,2152021Revenue 2022: $6,390,117Expenses 2022: $5,739,777Net Income 2022: $650,3402022Revenue 2023: $7,693,889Expenses 2023: $7,930,618Net Income 2023: -$236,7292023Revenue 2024: $8,066,195Expenses 2024: $7,881,589Net Income 2024: $184,6062024

Highlighted filing

2020

Revenue$7,001,314
Expenses$6,713,014
Net Income$288,300
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$7,001,314
Mission and Program Overview

Mission

To provide students with the opportunity to acquire an education based on an "authentic" curriculum founded on the educational philosophy of dr. Maria montessori. We intend to promote an educational atmosphere that encourages socioeconomic diversity by providing all students with the opportunity to obtain a quality public education our aim is to prepare each of our students with the skills, knowledge, and values to participate meaningfully in the pluralistic world of the 21st century.

To provide students with the opportunity to acquire an education based on an authentic curriculum founded on the educational philosophy of dr. Maria montessori.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,706,930$14,304,593▼ $402,337
Cash and Non-Interest-Bearing Accounts$3,432,909$4,120,357▲ $687,448
Accounts Receivable$794,448$1,345,586▲ $551,138
Savings and Temporary Cash Investments$1,224,220$1,170,879▼ $53,341
Prepaid Expenses and Deferred Charges$190,823$75,428▼ $115,395
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$21,171,023$21,811,711▲ $640,688
Other Assets Total$821,693$794,868▼ $26,825
Liabilities
Mortgage Notes Payable Secured by Investment Property$16,775,006$16,775,006→ $0
Accounts Payable and Accrued Expenses$417,765$770,153▲ $352,388
Total Liabilities$17,192,771$17,545,159▲ $352,388
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,921,887$4,160,793▲ $238,906
Net Assets With Donor Restrictions$56,365$105,759▲ $49,394
Total Net Assets Fund Balance$3,978,252$4,266,552▲ $288,300
Total Liabilities and Net Assets / Fund Balance$21,171,023$21,811,711▲ $640,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,947,765$782,631$11,730,396
Land$3,352,414-$3,352,414
Equipment$4,413$64,156$68,569
Other Land Buildings$1-$1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin FeeleyDirectorFT$116,284$11,308$127,592

Board Members and Trustees

NameTitle
Scott MootePresident
Andrea RuanoTrustee
Janet FigueroaTrustee
Caroline VealeSecretary
Dan NiebaumTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Top Notch Catering LLCCatering1655 BROADWAY UNIT 12, Chula Vista, CA 91911$160,212
Revenue and Support

Revenue Composition

Contributions and Grants
$6,857,655
Program Service Revenue
$19,993
Investment Income
$89,069
Other Revenue
$34,597
All Other Contributions
$87,232
Change in Net Assets
$288,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,750,039
Other Expenses$2,962,975
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,404,649$507,510-$2,912,159
Interest$1,178,899--$1,178,899
Other Employee Benefits$381,876$100,859-$482,735
Depreciation Depletion$402,338--$402,338
Fees for Services Other$212,641$86,163-$298,804
Fees for Services Management-$232,532-$232,532
Payroll Taxes$180,010$47,543-$227,553
Office Expenses$160,533--$160,533
Current Officers, Directors, Trustees, and Key Employees-$127,592-$127,592
Insurance-$81,795-$81,795
Occupancy$77,308--$77,308
Conferences and Meetings$56,752--$56,752
Information Technology$41,476--$41,476
Royalties$26,823--$26,823
Fees for Services Legal-$23,364-$23,364
Advertising-$19,431-$19,431
Other Expenses$15,617$16,171-$15,617
All Other Expenses-$14,008-$14,008
Fees for Services Accounting-$8,200-$8,200
Travel-$4,045-$4,045
Total Functional Expenses$5,443,801$1,269,213$0$6,713,014
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form provided digitally to board of directors”

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

“Board members are required to fill out form 700 and it is monitored by the school.”

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

“Contracted back office service prepared list of local charter school directors, size and grade span of schools and compensation amount, lower amount than all on prepared list was selected to ensure fiscally sound budget.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Contracted back office service prepared list of local charter school directors, size and grade span of schools and compensation amount, lower amount than all on prepared list was selected to ensure fiscally sound budget.”

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

“The school makes it documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bella Mente Charter School
EIN
45-3307047
Phone
7608209501
Address
1737 WEST VISTA WAY, VISTA, CA 92083

Signing Officer

Name
Erin Feeley
Title
Executive Director
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
94

Preparer

Firm
Wilkinson Hadley King & Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
Kevin Sproul
Phone
6194476700
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The school follows provisions of uncertain tax positions as addressed in asc 958. The school recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provisions, when applicable.”

Raw XML AppendixShowing 400 of 456 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/NoDonorRestrictionNetAssetsGrp/EOYAmt04160793
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt077308
IRS990/OccupancyGrp/TotalAmt077308
IRS990/OfficeExpensesGrp/ProgramServicesAmt0160533
IRS990/OfficeExpensesGrp/TotalAmt0160533
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0821693
IRS990/OtherAssetsTotalGrp/EOYAmt0794868
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0100859
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0381876
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0482735
IRS990/OtherExpensesGrp/Desc0BOOKS, SUPPLIES & MATERIALS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/Desc2FUNDRAISING
IRS990/OtherExpensesGrp/Desc3STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016171
IRS990/OtherExpensesGrp/ProgramServicesAmt0280125
IRS990/OtherExpensesGrp/ProgramServicesAmt124754
IRS990/OtherExpensesGrp/ProgramServicesAmt215617
IRS990/OtherExpensesGrp/TotalAmt0280125
IRS990/OtherExpensesGrp/TotalAmt124754
IRS990/OtherExpensesGrp/TotalAmt216171
IRS990/OtherExpensesGrp/TotalAmt315617
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0507510
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02404649
IRS990/OtherSalariesAndWagesGrp/TotalAmt02912159
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt047543
IRS990/PayrollTaxesGrp/ProgramServicesAmt0180010
IRS990/PayrollTaxesGrp/TotalAmt0227553
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0190823
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075428
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT LUNCH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019993
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019993
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09406859
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0897262
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03625789
IRS990/PYRevenuesLessExpensesAmt02738517
IRS990/PYSalariesCompEmpBnftPaidAmt03939815
IRS990/PYTotalExpensesAmt07565604
IRS990/PYTotalRevenueAmt010304121
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0288300
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt034597
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/ProgramServicesAmt026823
IRS990/RoyaltiesGrp/TotalAmt026823
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01224220
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01170879
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt010947765
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0782631
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011730396
IRS990ScheduleD/EquipmentGrp/BookValueAmt04413
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064156
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt068569
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03352414
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03352414
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE SCHOOL RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISIONS, WHEN APPLICABLE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014304593
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/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL MAKES THEIR POLICIES KNOWN ON THEIR WEBSITE AND ALL PRINTED ADVERTISEMENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES FEDERAL AND STATE FUNDING ASSOCIATED WITH OPERATION OF A PUBLIC CHARTER SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM PROVIDED DIGITALLY TO BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO FILL OUT FORM 700 AND IT IS MONITORED BY THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACTED BACK OFFICE SERVICE PREPARED LIST OF LOCAL CHARTER SCHOOL DIRECTORS, SIZE AND GRADE SPAN OF SCHOOLS AND COMPENSATION AMOUNT, LOWER AMOUNT THAN ALL ON PREPARED LIST WAS SELECTED TO ENSURE FISCALLY SOUND BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACTED BACK OFFICE SERVICE PREPARED LIST OF LOCAL CHARTER SCHOOL DIRECTORS, SIZE AND GRADE SPAN OF SCHOOLS AND COMPENSATION AMOUNT, LOWER AMOUNT THAN ALL ON PREPARED LIST WAS SELECTED TO ENSURE FISCALLY SOUND BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL MAKES IT DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0BM HOLDINGS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01737 WEST VISTA WAY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0VISTA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd092083
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt021171023
IRS990/TotalAssetsEOYAmt021811711
IRS990/TotalAssetsGrp/BOYAmt021171023
IRS990/TotalAssetsGrp/EOYAmt021811711
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06857655
IRS990/TotalEmployeeCnt094
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01269213
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05443801

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,811,711
Liabilities
$17,545,159
Net assets
$4,266,552
Revenue
$7,001,314
Expenses
$6,713,014
Net income
$288,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.0$31.8$7.19$8.07$7.88$0.18
2023Summary only. Only limited summary data is available for this year.$39.3$32.4$6.89$7.69$7.93$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$17.0$7.13$6.39$5.74$0.65
2021Summary only. Only limited summary data is available for this year.$23.6$17.1$6.48$7.44$5.24$2.21
2020Detailed filing. Detailed filing data is available for this year.$21.8$17.5$4.27$7.00$6.71$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$17.2$3.98$10.3$7.57$2.74
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$12.3$1.24$6.59$6.63$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$12.3$1.29$6.13$6.04$0.09
2016Detailed filing. Detailed filing data is available for this year.$13.5$12.3$1.19$5.94$5.60$0.34
2015Detailed filing. Detailed filing data is available for this year.$7.73$6.88$0.85$4.74$4.20$0.54
2014Summary only. Only limited summary data is available for this year.$7.16$6.86$0.31$2.81$2.50$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $10M-$25M nonprofits