Civic Intelligence

Compass Charter Schools

990 • Fiscal year 2019 • EIN 45-3643984

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 11, 2020

Organization ProfileWWW.COMPASSCHARTERS.ORG

View Organization Page

850 Hampshire Road Suite PThousand Oaks, CA 91361

(855) 937-4227

Siviq Scores

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

Liabilities / Assets

45th percentile

0.16x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.07x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

53rd percentile

3.9%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$172,986

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

57%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$6,824,455

Up $809,553 (+13%) from 2018

Net Assets

Up

$5,733,627

Up $610,295 (+12%) from 2018

Liabilities

Up

$1,090,828

Up $199,258 (+22%) from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin53rd percentile

Revenue

Up

$15,463,390

Up $5,633,104 (+57%) from 2018

Expenses

Up

$14,853,095

Up $2,309,110 (+18%) from 2018

Net Income

Up

$610,295

Up $3,323,994 (+122%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$30M$20M$10M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2014: $3,591,109Liabilities 2014: $2,600,260Net Assets 2014: $990,8492014Assets 2015: $16,163,649Liabilities 2015: $2,584,084Net Assets 2015: $13,579,5652015Assets 2016: $22,399,875Liabilities 2016: $7,007,126Net Assets 2016: $15,392,7492016Assets 2017: $9,581,298Liabilities 2017: $1,770,942Net Assets 2017: $7,810,3562017Assets 2018: $6,014,902Liabilities 2018: $891,570Net Assets 2018: $5,123,3322018Assets 2019: $6,824,455Liabilities 2019: $1,090,828Net Assets 2019: $5,733,6272019Assets 2020: $10,632,492Liabilities 2020: $1,692,120Net Assets 2020: $8,940,3722020Assets 2021: $14,467,036Liabilities 2021: $3,730,126Net Assets 2021: $10,736,9102021Assets 2022: $14,426,755Liabilities 2022: $4,877,130Net Assets 2022: $9,549,6252022Assets 2023: $15,542,301Liabilities 2023: $6,078,749Net Assets 2023: $9,463,5522023Assets 2024: $15,572,311Liabilities 2024: $8,498,738Net Assets 2024: $7,073,5732024

Highlighted filing

2019

Assets$6,824,455
Liabilities$1,090,828
Net Assets$5,733,627
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

$40M$20M$0-$20MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2014: $8,350,811Expenses 2014: $8,016,627Net Income 2014: $334,1842014Revenue 2015: $35,989,532Expenses 2015: $23,400,816Net Income 2015: $12,588,7162015Revenue 2016: $16,191,272Expenses 2016: $14,378,088Net Income 2016: $1,813,1842016Revenue 2017: $7,586,070Expenses 2017: $15,168,463Net Income 2017: -$7,582,3932017Revenue 2018: $9,830,286Expenses 2018: $12,543,985Net Income 2018: -$2,713,6992018Revenue 2019: $15,463,390Expenses 2019: $14,853,095Net Income 2019: $610,2952019Revenue 2020: $28,488,571Expenses 2020: $25,281,941Net Income 2020: $3,206,6302020Revenue 2021: $29,961,787Expenses 2021: $28,165,874Net Income 2021: $1,795,9132021Revenue 2022: $30,011,108Expenses 2022: $31,198,393Net Income 2022: -$1,187,2852022Revenue 2023: $33,061,739Expenses 2023: $33,173,893Net Income 2023: -$112,1542023Revenue 2024: $32,376,889Expenses 2024: $34,766,868Net Income 2024: -$2,389,9792024

Highlighted filing

2019

Revenue$15,463,390
Expenses$14,853,095
Net Income$610,295
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 11, 2020
Return Version
2018v3.1
Gross Receipts
$15,463,390
Mission and Program Overview

Mission

Our mission is to inspire and develop innovative, creative, self-directed learners, one scholar at a time.

The organization was formed for the purpose of operation public charter schools in california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,732,980$2,208,284▼ $524,696
Accounts Receivable$713,572$1,930,485▲ $1,216,913
Investments Program Related$2,013,082$1,198,938▼ $814,144
Cash and Non-Interest-Bearing Accounts$511,409$789,537▲ $278,128
Other Notes and Loans Receivable, Net-$600,000-
Prepaid Expenses and Deferred Charges$38,859$92,211▲ $53,352
Total Assets$6,014,902$6,824,455▲ $809,553
Other Assets Total$5,000$5,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$876,570$989,606▲ $113,036
Deferred Revenue$15,000$101,222▲ $86,222
Total Liabilities$891,570$1,090,828▲ $199,258
Net Assets / Fund Balance
Unrestricted Net Assets$5,080,481$5,712,879▲ $632,398
Temporarily Rstr Net Assets$42,851$20,748▼ $22,103
Total Net Assets Fund Balance$5,123,332$5,733,627▲ $610,295
Total Liabilities and Net Assets / Fund Balance$6,014,902$6,824,455▲ $809,553

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,198,938--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jj LewisSuperintendent & CEOFT$153,068$19,918$172,986
Lisa FishmanAsst. Supt. Business ServicesFT$114,664$13,603$128,267
Mae Van VoorenAsst. Supt. Personalized LearningFT$102,516$10,126$112,642

Board Members and Trustees

NameTitle
John VargasChair
Martin SuarezDirector
Matthew BrownDirector
Lisa RobothamSecretary
Bill DennettTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Friar Equity Partners LLCRents3131 ANTELO ROAD, Los Angeles, CA 90077$232,491
Law Office Of Young Minney & CorrLegal Services655 UNIVERSITY AVENUE SUITE 150, Sacramento, CA 95825$130,409
Revenue and Support

Revenue Composition

Contributions and Grants
$15,205,293
Program Service Revenue
$0
Investment Income
$63,281
Other Revenue
$194,816
All Other Contributions
$1,466
Change in Net Assets
$610,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,463,390
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$15,463,390
Total Revenue per Form 990
$15,463,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,506,200
Other Expenses$6,346,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,661,078$332,176-$5,993,254
Pension Plan Contributions$1,505,901--$1,505,901
Fees for Services Other$687,162$73,563-$760,725
Other Employee Benefits$531,181$18,142-$549,323
Fees for Services Accounting-$303,684-$303,684
Payroll Taxes$267,511$17,226-$284,737
Other Expenses$244,566$21,267-$265,833
Fees for Services Legal$231,952--$231,952
Advertising$86,417$127,095-$213,512
Occupancy$182,105$10,333-$192,438
Current Officers, Directors, Trustees, and Key Employees-$172,985-$172,985
Travel$154,605--$154,605
Conferences and Meetings$115,911$4,766-$120,677
Office Expenses$16,945$70,264-$87,209
Information Technology$40,172$7,192-$47,364
Insurance$23,556$2,048-$25,604
Interest-$3,716-$3,716
Total Functional Expenses$13,684,916$1,168,179$0$14,853,095

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,853,095
Total Expenses per Audited Statements$14,853,095
Total Expenses per Form 990$14,853,095
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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, Section A, Line 8B

“The organization does not have committees”

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

“A draft copy of the form 990 tax return is provided to the president & ceo and the business services provider for review and approval. The finalzied copy of the form 990 is distributed to all board members after filing.”

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

“The conflict of interest policy is reviewed annually and a statement of economic interest filing is performed annually for all employees and governing board members.”

Form 990, Part VI, Section B, Line 15A

“The organization does not currently have any other key employees nor does it compensatte members of the board other than the president & ceo who functions as the board secretary. The governing board reviews and approves the compensation of the president & ceo and documents the agreement within an at-will employment contract.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request either in person or in writing.”

Filing and Contact Details

Filer

Filer Name
Compass Charter Schools
EIN
45-3643984
Phone
8559374227
Address
850 HAMPSHIRE ROAD SUITE P, THOUSAND OAKS, CA 91361

Signing Officer

Name
Jj Lewis
Title
Superintendent & CEO
Phone
8559374227
Signed
2020-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jj Lewis
Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
126
Volunteers
6

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Christy White
Phone
6192708222
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“Effective june 30, 2019, the organization discontinued operations for one of its three public charter schools, compass charter schools of fresno, due to voluntary closure.”

Financial Statement Notes

PART X, LINE 2:

“Management believes all of its significant tax positions would be upheld under examiniation; therefore, no provision for income tax has been recorded.”

Raw XML AppendixShowing 400 of 461 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/OccupancyGrp/ProgramServicesAmt0182105
IRS990/OccupancyGrp/TotalAmt0192438
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt070264
IRS990/OfficeExpensesGrp/ProgramServicesAmt016945
IRS990/OfficeExpensesGrp/TotalAmt087209
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05000
IRS990/OtherAssetsTotalGrp/EOYAmt05000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018142
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0531181
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0549323
IRS990/OtherExpensesGrp/Desc0BOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1DISTRICT OVERSIGHT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03722
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121267
IRS990/OtherExpensesGrp/ProgramServicesAmt03935854
IRS990/OtherExpensesGrp/ProgramServicesAmt1244566
IRS990/OtherExpensesGrp/TotalAmt03939576
IRS990/OtherExpensesGrp/TotalAmt1265833
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0OTHER LOCAL REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0145066
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0145066
IRS990/OtherRevenueTotalAmt0145066
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0332176
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05661078
IRS990/OtherSalariesAndWagesGrp/TotalAmt05993254
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0600000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017226
IRS990/PayrollTaxesGrp/ProgramServicesAmt0267511
IRS990/PayrollTaxesGrp/TotalAmt0284737
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01505901
IRS990/PensionPlanContributionsGrp/TotalAmt01505901
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038859
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092211
IRS990/PrincipalOfficerNm0JJ LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08989627
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026041
IRS990/PYOtherExpensesAmt05188579
IRS990/PYOtherRevenueAmt0814618
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2713699
IRS990/PYSalariesCompEmpBnftPaidAmt07355406
IRS990/PYTotalExpensesAmt012543985
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09830286
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0610295
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt049750
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0145066
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02732980
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02208284
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt014853095
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt01198938
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0FIXED INCOME SECURITIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt015463390
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINIATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt01198938
IRS990ScheduleD/TotalExpensesPerForm990Amt014853095
IRS990ScheduleD/TotalRevenuePerForm990Amt015463390
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015463390
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014853095
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS DOCUMENTED WITHIN THE CHARTER PETITIONS FOR EACH OF ITS PUBLIC CHARTER SCHOOLS. THE POLICY IS ALSO PRESENTED ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS THAT ARE TUITION-FREE; THEREFORE, DOCUMENTATION WITH RESPECT TO SCHOLARSHIPS AND FINANCIAL ASSISSTANCE IS NOT APPLICABLE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2AS AN ORGANIZATION OPERATING PUBLIC CHARTER SCHOOLS, THE ORGANIZATION RECEIVES FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION, ALONG WITH THE COUNTIES OF SAN DIEGO, FRESNO, AND LOS ANGELES, CALIFORNIA.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0153068
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt012613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JJ LEWIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SUPERINTENDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0172986
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JUNE 30, 2019, THE ORGANIZATION DISCONTINUED OPERATIONS FOR ONE OF ITS THREE PUBLIC CHARTER SCHOOLS, COMPASS CHARTER SCHOOLS OF FRESNO, DUE TO VOLUNTARY CLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT COPY OF THE FORM 990 TAX RETURN IS PROVIDED TO THE PRESIDENT & CEO AND THE BUSINESS SERVICES PROVIDER FOR REVIEW AND APPROVAL. THE FINALZIED COPY OF THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND A STATEMENT OF ECONOMIC INTEREST FILING IS PERFORMED ANNUALLY FOR ALL EMPLOYEES AND GOVERNING BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY OTHER KEY EMPLOYEES NOR DOES IT COMPENSATTE MEMBERS OF THE BOARD OTHER THAN THE PRESIDENT & CEO WHO FUNCTIONS AS THE BOARD SECRETARY. THE GOVERNING BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT & CEO AND DOCUMENTS THE AGREEMENT WITHIN AN AT-WILL EMPLOYMENT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST EITHER IN PERSON OR IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt042851
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt020748
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06014902
IRS990/TotalAssetsEOYAmt06824455
IRS990/TotalAssetsGrp/BOYAmt06014902
IRS990/TotalAssetsGrp/EOYAmt06824455
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt015205293
IRS990/TotalEmployeeCnt0126
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01168179
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013684916
IRS990/TotalFunctionalExpensesGrp/TotalAmt014853095
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0891570
IRS990/TotalLiabilitiesEOYAmt01090828
IRS990/TotalLiabilitiesGrp/BOYAmt0891570
IRS990/TotalLiabilitiesGrp/EOYAmt01090828
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05123332
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05733627

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,824,455
Liabilities
$1,090,828
Net assets
$5,733,627
Revenue
$15,463,390
Expenses
$14,853,095
Net income
$610,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$8.50$7.07$32.4$34.8$2.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$6.08$9.46$33.1$33.2$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$4.88$9.55$30.0$31.2$1.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$3.73$10.7$30.0$28.2$1.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$1.69$8.94$28.5$25.3$3.21
2019Detailed filing. Detailed filing data is available for this year.$6.82$1.09$5.73$15.5$14.9$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.89$5.12$9.83$12.5$2.71
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.58$1.77$7.81$7.59$15.2$7.58
2016Summary only. Only limited summary data is available for this year.$22.4$7.01$15.4$16.2$14.4$1.81
2015Summary only. Only limited summary data is available for this year.$16.2$2.58$13.6$36.0$23.4$12.6
2014Summary only. Only limited summary data is available for this year.$3.59$2.60$0.99$8.35$8.02$0.33
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00