Civic Intelligence

Bella Mente Charter School

990 • Fiscal year 2022 • EIN 45-3307047

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 01, 2023

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

85th percentile

0.70x

Higher debt load relative to assets than 85% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

2.66x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

57th percentile

10%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

28th percentile

$120,122

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

55th percentile

2.1%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$24,094,410

Up $500,691 (+2.1%) from 2021

Net Assets

Up

$7,126,107

Up $650,340 (+10%) from 2021

Liabilities

Down

$16,968,303

Down $149,649 (-0.9%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin57th percentile

Revenue

Down

$6,390,117

Down $1,054,216 (-14%) from 2021

Expenses

Up

$5,739,777

Up $504,659 (+9.6%) from 2021

Net Income

Down

$650,340

Down $1,558,875 (-71%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2022

Assets$24,094,410
Liabilities$16,968,303
Net Assets$7,126,107
Open 2022 Filing

Operations Trend

Revenue Growth22nd 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

2022

Revenue$6,390,117
Expenses$5,739,777
Net Income$650,340
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 1, 2023
Return Version
2021v4.1
Gross Receipts
$6,390,117
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$13,914,029$13,531,236▼ $382,793
Cash and Non-Interest-Bearing Accounts$5,901,494$8,555,953▲ $2,654,459
Accounts Receivable$1,888,953$1,065,793▼ $823,160
Savings and Temporary Cash Investments$988,878$0▼ $988,878
Prepaid Expenses and Deferred Charges$132,320$200,207▲ $67,887
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$23,593,719$24,094,410▲ $500,691
Other Assets Total$768,045$741,221▼ $26,824
Liabilities
Mortgage Notes Payable Secured by Investment Property$16,510,016$16,225,014▼ $285,002
Deferred Revenue$309,419$451,405▲ $141,986
Accounts Payable and Accrued Expenses$298,517$291,884▼ $6,633
Total Liabilities$17,117,952$16,968,303▼ $149,649
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,443,664$7,034,146▲ $590,482
Net Assets With Donor Restrictions$32,103$91,961▲ $59,858
Total Net Assets Fund Balance$6,475,767$7,126,107▲ $650,340
Total Liabilities and Net Assets / Fund Balance$23,593,719$24,094,410▲ $500,691

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,950,188$1,528,034$11,478,222
Land$3,352,414-$3,352,414
Leasehold Improvements$228,633$32,847$261,480
Equipment-$45,455$45,455
Other Land Buildings$1-$1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erin FeeleyExecutive DirectorFT$120,122$120,122

Board Members and Trustees

NameTitle
Scott MootePresident
Janet FigueroaTrustee
Caroline VealeSecretary
Dan NiebaumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,343,519
Program Service Revenue
$0
Investment Income
$46,598
Other Revenue
$0
All Other Contributions
$170,034
Change in Net Assets
$650,340

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,390,117
Total Revenue per Audited Statements
$6,390,117
Total Revenue per Form 990
$6,390,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,346,293
Other Expenses$2,393,484
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,168,168$459,910-$2,628,078
Interest$786,875$1,273-$788,148
Depreciation Depletion$418,922--$418,922
Other Employee Benefits$280,168$74,951-$355,119
Payroll Taxes$191,692$51,282-$242,974
Fees for Services Other$164,087$51,861-$215,948
Fees for Services Management-$169,877-$169,877
Current Officers, Directors, Trustees, and Key Employees-$120,122-$120,122
Insurance-$97,715-$97,715
Occupancy$92,763--$92,763
Office Expenses$70,203--$70,203
Advertising-$35,130-$35,130
Conferences and Meetings$31,621--$31,621
Information Technology$24,472--$24,472
Fees for Services Legal-$18,323-$18,323
Other Expenses$28,064$11,734-$11,734
Fees for Services Accounting-$9,525-$9,525
All Other Expenses$6,976--$6,976
Total Functional Expenses$4,622,831$1,116,946$0$5,739,777

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,739,777
Total Expenses per Audited Statements$5,739,777
Total Expenses per Form 990$5,739,777
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
2023-09-01
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
78

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.”

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0280168
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0355119
IRS990/OtherExpensesGrp/Desc0BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc1STUDENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015243
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111734
IRS990/OtherExpensesGrp/ProgramServicesAmt0358820
IRS990/OtherExpensesGrp/ProgramServicesAmt128064
IRS990/OtherExpensesGrp/TotalAmt0358820
IRS990/OtherExpensesGrp/TotalAmt128064
IRS990/OtherExpensesGrp/TotalAmt215243
IRS990/OtherExpensesGrp/TotalAmt311734
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0459910
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02168168
IRS990/OtherSalariesAndWagesGrp/TotalAmt02628078
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt051282
IRS990/PayrollTaxesGrp/ProgramServicesAmt0191692
IRS990/PayrollTaxesGrp/TotalAmt0242974
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0132320
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0200207
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07379208
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt040086
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01979436
IRS990/PYOtherRevenueAmt025039
IRS990/PYRevenuesLessExpensesAmt02209215
IRS990/PYSalariesCompEmpBnftPaidAmt03255682
IRS990/PYTotalExpensesAmt05235118
IRS990/PYTotalRevenueAmt07444333
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0650340
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0988878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/BookValueAmt09950188
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01528034
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011478222
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045455
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045455
IRS990ScheduleD/ExpensesSubtotalAmt05739777
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03352414
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03352414
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0228633
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt032847
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0261480
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01
IRS990ScheduleD/RevenueSubtotalAmt06390117
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/TotalBookValueLandBuildingsAmt013531236
IRS990ScheduleD/TotalExpensesPerForm990Amt05739777
IRS990ScheduleD/TotalRevenuePerForm990Amt06390117
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06390117
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05739777
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/TotalAssetsBOYAmt023593719
IRS990/TotalAssetsEOYAmt024094410
IRS990/TotalAssetsGrp/BOYAmt023593719
IRS990/TotalAssetsGrp/EOYAmt024094410
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06343519
IRS990/TotalEmployeeCnt078
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01116946
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04622831
IRS990/TotalFunctionalExpensesGrp/TotalAmt05739777
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017117952
IRS990/TotalLiabilitiesEOYAmt016968303
IRS990/TotalLiabilitiesGrp/BOYAmt017117952
IRS990/TotalLiabilitiesGrp/EOYAmt016968303
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06475767

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$24,094,410
Liabilities
$16,968,303
Net assets
$7,126,107
Revenue
$6,390,117
Expenses
$5,739,777
Net income
$650,340
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2022 filings • 501(c)3 • $10M-$25M nonprofits