Civic Intelligence

Samueli Academy

990 • Fiscal year 2016 • EIN 45-3866750

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 16, 2016

Organization ProfileWWW.SAMUELIACADEMY.ORG
1575 E 17th StreetSanta Ana, CA 92705

(714) 619-0200

Siviq Scores

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

Liabilities / Assets

65th percentile

0.35x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.09x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

63rd percentile

6.5%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$215,982

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

92nd percentile

43%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

54%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,389,741

Up $416,487 (+43%) from 2015

Net Assets

Up

$897,828

Up $345,708 (+63%) from 2015

Liabilities

Up

$491,913

Up $70,779 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin63rd percentile

Revenue

Up

$5,288,169

Up $1,860,696 (+54%) from 2015

Expenses

Up

$4,942,461

Up $1,655,714 (+50%) from 2015

Net Income

Up

$345,708

Up $204,982 (+146%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$30M$20M$10M$0Assets 2013: $621,390Liabilities 2013: $271,969Net Assets 2013: $349,4212013Assets 2014: $780,910Liabilities 2014: $369,516Net Assets 2014: $411,3942014Assets 2015: $973,254Liabilities 2015: $421,134Net Assets 2015: $552,1202015Assets 2016: $1,389,741Liabilities 2016: $491,913Net Assets 2016: $897,8282016Assets 2017: $2,418,064Liabilities 2017: $701,643Net Assets 2017: $1,716,4212017Assets 2018: $2,587,524Liabilities 2018: $507,311Net Assets 2018: $2,080,2132018Assets 2019: $3,159,273Liabilities 2019: $345,304Net Assets 2019: $2,813,9692019Assets 2020: $4,415,919Liabilities 2020: $1,217,908Net Assets 2020: $3,198,0112020Assets 2021: $5,879,973Liabilities 2021: $1,060,470Net Assets 2021: $4,819,5032021Assets 2022: $7,816,850Liabilities 2022: $1,941,823Net Assets 2022: $5,875,0272022Assets 2023: $20,075,816Liabilities 2023: $12,562,470Net Assets 2023: $7,513,3462023Assets 2024: $20,420,862Liabilities 2024: $11,084,110Net Assets 2024: $9,336,7522024

Highlighted filing

2016

Assets$1,389,741
Liabilities$491,913
Net Assets$897,828
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$20M$15M$10M$5.0M$0Revenue 2013: $760,001Expenses 2013: $410,580Net Income 2013: $349,4212013Revenue 2014: $1,819,138Expenses 2014: $1,757,165Net Income 2014: $61,9732014Revenue 2015: $3,427,473Expenses 2015: $3,286,747Net Income 2015: $140,7262015Revenue 2016: $5,288,169Expenses 2016: $4,942,461Net Income 2016: $345,7082016Revenue 2017: $7,265,222Expenses 2017: $6,446,629Net Income 2017: $818,5932017Revenue 2018: $7,638,815Expenses 2018: $7,336,314Net Income 2018: $302,5012018Revenue 2019: $8,661,158Expenses 2019: $7,983,702Net Income 2019: $677,4562019Revenue 2020: $8,524,864Expenses 2020: $8,140,822Net Income 2020: $384,0422020Revenue 2021: $11,119,000Expenses 2021: $9,501,270Net Income 2021: $1,617,7302021Revenue 2022: $13,347,747Expenses 2022: $12,292,223Net Income 2022: $1,055,5242022Revenue 2023: $15,857,966Expenses 2023: $14,219,647Net Income 2023: $1,638,3192023Revenue 2024: $17,544,875Expenses 2024: $15,721,469Net Income 2024: $1,823,4062024

Highlighted filing

2016

Revenue$5,288,169
Expenses$4,942,461
Net Income$345,708
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 16, 2016
Return Version
2015v2.1
Gross Receipts
$5,338,961
Mission and Program Overview

Mission

The mission of samueli academy is to provide a transformational learning environment to community, and underserved foster teens that offers consistency,stability,support, and a community in which to belong, thrive, and grow into successful, independent adults.

The mission of samueli academy is to provide a transformational learning environment to community and underserved and foster teens that offers consistency, stability support and a community in which to belong, thrive and grow into successful independent adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$530,059$605,572▲ $75,513
Pledges and Grants Receivable$211,303$453,191▲ $241,888
Land, Buildings, and Equipment, Net$165,534$251,097▲ $85,563
Prepaid Expenses and Deferred Charges$66,358$79,881▲ $13,523
Total Assets$973,254$1,389,741▲ $416,487
Liabilities
Accounts Payable and Accrued Expenses$196,247$370,464▲ $174,217
Mortgage Notes Payable Secured by Investment Property$198,701$102,104▼ $96,597
Deferred Revenue$14,000$16,670▲ $2,670
Other Liabilities$12,186$2,675▼ $9,511
Total Liabilities$421,134$491,913▲ $70,779
Net Assets / Fund Balance
Unrestricted Net Assets$552,120$897,828▲ $345,708
Total Net Assets Fund Balance$552,120$897,828▲ $345,708
Total Liabilities and Net Assets / Fund Balance$973,254$1,389,741▲ $416,487

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$251,097$129,752$380,849
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony SabaHead of SchoolFT$173,110$21,124$194,234
Aimee BilderbackAssistant Head of SchoolFT$103,281$21,552$124,833

Board Members and Trustees

NameTitle
Sandi JacksonChair
Susan SamueliVice Chair
Chris ScheithauerDirector
Deborah VandellDirector
Elim KayDirector
Gerardo MouetDirector
Nicole WashingtonDirector
Chris SimonsenCEO
John R LukerCFO
Marian BergesonSecretary
William L HealeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,193,735
Program Service Revenue
$92,870
Investment Income
$1,564
Other Revenue
$0
All Other Contributions
$593,938
Change in Net Assets
$345,708

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$64,300Fair Market Value
Other Non Cash Contri Table1$23,000Fair Market Value
Other Non Cash Contri Table1$1,106Fair Market Value
Other Non Cash Contri Table1$1,071Fair Market Value
Other Non Cash Contri Table1$895Fair Market Value
Books and Publications-$308-
Other Non Cash Contri Table1$100Fair Market Value
Total Noncash Contributions6$90,780-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,288,169
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$121,442
Total Revenue per Audited Statements
$5,409,611
Total Revenue per Form 990
$5,288,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,807,758
Other Expenses$2,134,703
Total Fundraising Expense$39,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,076,030--$2,076,030
All Other Expenses$403,491$8,218$39,208$450,917
Occupancy$426,099--$426,099
Information Technology$311,985--$311,985
Other Employee Benefits$282,780--$282,780
Payroll Taxes$267,637--$267,637
Current Officers, Directors, Trustees, and Key Employees$173,110--$173,110
Other Expenses$115,201$140,001-$115,201
Depreciation Depletion$61,045--$61,045
Fees for Services Other$60,182--$60,182
Office Expenses$37,604$647-$38,251
Fees for Services Accounting-$27,622-$27,622
Insurance$23,878--$23,878
Travel$23,807--$23,807
Pension Plan Contributions$8,201--$8,201
Advertising$4,834--$4,834
Interest$4,417--$4,417
Fees for Services Legal$3,625--$3,625
Total Functional Expenses$4,726,765$176,488$39,208$4,942,461

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,063,903
Expenses per Audited Statements$4,942,461
Total Expenses per Form 990$4,942,461
Expenses Not Reported on Form 990$121,442
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$50,792
Fundraising Gross Income$50,792
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Tea$140,846$50,792$21,407$29,385
Total Events$140,846$50,792$50,792$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Inter-fund Payable$2,675
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
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, Section B, Line 11

“Form 990 is reviewed by the finance committee of the board.”

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

“The conflict of interest policy is administered by the audit committee of the board of directors.”

Form 990, Part VI, Section B, Line 15

“An independent consultant is hired to perform a market review of the salaries of the cfo an ceo. The results of this review are presented to the compensation committee of the board, which approves the salaries and any adjustments.”

Form 990, Part VI, Section C, Line 19

“Government documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Samueli Academy
EIN
45-3866750
Phone
7146190200
Address
1575 E 17TH STREET, SANTA ANA, CA 92705

Signing Officer

Name
John Luker
Title
COO/CFO
Phone
7146190200
Signed
2016-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Luker
Formed
2012
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
75
Volunteers
280

Preparer

Firm
Vavrinektrineday & Co Llp
Address
10681 FOOTHILL BLVD SUITE 300, RANCHO CUCAMONGA, CA 91730
Preparer
Matthew S Miller
Phone
9094664410
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The academy has adopted financial accounting standards board (fasb) accounting standards codification (asc) topic 740 that clarifies the accounting uncertainity in tax positions taken or expected to be taken on a tax return and provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if, based on its merits, the position is more likely than not to be sustained on audit by the taxing authorities. Management believes that all tax positions taken to date are highly certain, and, accordingly, no accounting adjustment has been made to the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special events- direct expense 50,792.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special events- direct expense 50,792.”

Raw XML AppendixShowing 400 of 639 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/Desc0THE SAMUELI ACADEMY IS A PUBLIC CHARTER HIGH SCHOOL IN SANTA ANA THAT PROVIDES NUMEROUS UNIQUE FEATURES TO PREPARE FOSTER AND UNDERSERVED YOUTH FOR HIGHER EDUCATION AND A SELF-SUFFICIENT, HEALTHY ADULT LIFE. SOME OF THE UNIQUE FEATURES OF THIS PROJECT ARE:AN INDIVIDUALIZED APPROACH TO ACADEMIC INSTRUCTION THAT UTILIZES THE STEM AND PROJECT BASED LEARNING CURRICULUM.FUTURE ON CAMPUS, FAMILY-STYLE RESIDENTIAL HOUSING PROGRAM FOR UP TO 80 FOSTER YOUTH STUDENTS OF THE SCHOOL;A WIDE ARRAY OF AFTERSCHOOL PROGRAMS AND EXTRACURRICULAR ACTIVITIES TO PROVIDE STUDENTS WITH ADDITIONAL ACADEMIC SUPPORT AND NUMEROUS ATHLETIC AND ARTS OPPORTUNITIES; ANDPARTICIPATION IN CLASSROOM-BASED TRAINING AND REAL-LIFE EXPERIENCES TO PROVIDE YOUTH THE KNOWLEDGE AND TOOLS FOR SUCCESSFUL INDEPENDENT LIVING.
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05338961
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0311985
IRS990/InformationTechnologyGrp/TotalAmt0311985
IRS990/InsuranceGrp/ProgramServicesAmt023878
IRS990/InsuranceGrp/TotalAmt023878
IRS990/InterestGrp/ProgramServicesAmt04417
IRS990/InterestGrp/TotalAmt04417
IRS990/InvestmentIncomeGrp/ExclusionAmt01564
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01564
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0129752
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0165534
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0251097
IRS990/LandBldgEquipCostOrOtherBssAmt0380849
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF SAMUELI ACADEMY IS TO PROVIDE A TRANSFORMATIONAL LEARNING ENVIRONMENT TO COMMUNITY, AND UNDERSERVED FOSTER TEENS THAT OFFERS CONSISTENCY,STABILITY,SUPPORT, AND A COMMUNITY IN WHICH TO BELONG, THRIVE, AND GROW INTO SUCCESSFUL, INDEPENDENT ADULTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0198701
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0102104
IRS990/NetAssetsOrFundBalancesBOYAmt0552120
IRS990/NetAssetsOrFundBalancesEOYAmt0897828
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt090780
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0426099
IRS990/OccupancyGrp/TotalAmt0426099
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0647
IRS990/OfficeExpensesGrp/ProgramServicesAmt037604
IRS990/OfficeExpensesGrp/TotalAmt038251
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0282780
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0282780
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEE
IRS990/OtherExpensesGrp/Desc1STUDENT NUTRITION
IRS990/OtherExpensesGrp/Desc2STUDENT PROGRAMS
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0140001
IRS990/OtherExpensesGrp/ProgramServicesAmt0104067
IRS990/OtherExpensesGrp/ProgramServicesAmt1185149
IRS990/OtherExpensesGrp/ProgramServicesAmt2153623
IRS990/OtherExpensesGrp/ProgramServicesAmt3115201
IRS990/OtherExpensesGrp/TotalAmt0244068
IRS990/OtherExpensesGrp/TotalAmt1185149
IRS990/OtherExpensesGrp/TotalAmt2153623
IRS990/OtherExpensesGrp/TotalAmt3115201
IRS990/OtherLiabilitiesGrp/BOYAmt012186
IRS990/OtherLiabilitiesGrp/EOYAmt02675
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02076030
IRS990/OtherSalariesAndWagesGrp/TotalAmt02076030
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0267637
IRS990/PayrollTaxesGrp/TotalAmt0267637
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08201
IRS990/PensionPlanContributionsGrp/TotalAmt08201
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0211303
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0453191
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt066358
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt079881
IRS990/PrincipalOfficerNm0JOHN LUKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt092870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt092870
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03491988
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-97601
IRS990/PYOtherExpensesAmt01439802
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt033086
IRS990/PYRevenuesLessExpensesAmt0140726
IRS990/PYSalariesCompEmpBnftPaidAmt01846945
IRS990/PYTotalExpensesAmt03286747
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03427473
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0345708
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt092870
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0530059
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0605572
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/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt070650
IRS990ScheduleD/DonatedServicesUseFcltsAmt070650
IRS990ScheduleD/EquipmentGrp/BookValueAmt0251097
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0129752
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0380849
IRS990ScheduleD/ExpensesNotReportedAmt0121442
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04942461
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt050792
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02675
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTER-FUND PAYABLE
IRS990ScheduleD/OtherRevenueAmt050792
IRS990ScheduleD/RevenueNotReportedAmt0121442
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05288169
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 THAT CLARIFIES THE ACCOUNTING UNCERTAINITY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN AND PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF, BASED ON ITS MERITS, THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN TO DATE ARE HIGHLY CERTAIN, AND, ACCORDINGLY, NO ACCOUNTING ADJUSTMENT HAS BEEN MADE TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS- DIRECT EXPENSE 50,792.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS- DIRECT EXPENSE 50,792.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0251097
IRS990ScheduleD/TotalExpensesPerForm990Amt04942461
IRS990ScheduleD/TotalLiabilityAmt02675
IRS990ScheduleD/TotalRevenuePerForm990Amt05288169
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05409611
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05063903
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/ExplanationTxt0ENROLLMENT PACKAGES
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1A CALIFORNIA PUBLIC CHARTER SCHOOL NO FINANCIAL ASSISTANCE AWARDED
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2CALIFORNIA STATE APPORTIONEMENT INCOME BASED ON STUDENT ATTENDANCE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt090054
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt090054
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050792
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0950
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0950
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY TEA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0140846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0140846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050792
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021407
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021407
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt028435
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt028435
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,389,741
Liabilities
$491,913
Net assets
$897,828
Revenue
$5,288,169
Expenses
$4,942,461
Net income
$345,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.4$11.1$9.34$17.5$15.7$1.82
2023Detailed filing. Detailed filing data is available for this year.$20.1$12.6$7.51$15.9$14.2$1.64
2022Detailed filing. Detailed filing data is available for this year.$7.82$1.94$5.88$13.3$12.3$1.06
2021Detailed filing. Detailed filing data is available for this year.$5.88$1.06$4.82$11.1$9.50$1.62
2020Detailed filing. Detailed filing data is available for this year.$4.42$1.22$3.20$8.52$8.14$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.35$2.81$8.66$7.98$0.68
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.51$2.08$7.64$7.34$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.70$1.72$7.27$6.45$0.82
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.49$0.90$5.29$4.94$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.42$0.55$3.43$3.29$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.37$0.41$1.82$1.76$0.06
2013Summary only. Only limited summary data is available for this year.$0.62$0.27$0.35$0.76$0.41$0.35