Civic Intelligence

Samueli Academy

990 • Fiscal year 2019 • EIN 45-3866750

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 29, 2020

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

44th percentile

0.11x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.04x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

63rd percentile

7.8%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$316,645

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$3,159,273

Up $571,749 (+22%) from 2018

Net Assets

Up

$2,813,969

Up $733,756 (+35%) from 2018

Liabilities

Down

$345,304

Down $162,007 (-32%) from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin63rd percentile

Revenue

Up

$8,661,158

Up $1,022,343 (+13%) from 2018

Expenses

Up

$7,983,702

Up $647,388 (+8.8%) from 2018

Net Income

Up

$677,456

Up $374,955 (+124%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$3,159,273
Liabilities$345,304
Net Assets$2,813,969
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$8,661,158
Expenses$7,983,702
Net Income$677,456
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 29, 2020
Return Version
2018v3.1
Gross Receipts
$8,688,275
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$1,525,499$2,267,413▲ $741,914
Accounts Receivable$438,260$506,069▲ $67,809
Land, Buildings, and Equipment, Net$446,542$171,129▼ $275,413
Prepaid Expenses and Deferred Charges$137,223$157,823▲ $20,600
Pledges and Grants Receivable$40,000$56,839▲ $16,839
Total Assets$2,587,524$3,159,273▲ $571,749
Liabilities
Accounts Payable and Accrued Expenses$259,600$274,965▲ $15,365
Mortgage Notes Payable Secured by Investment Property$224,597--
Other Liabilities$12,589$39,039▲ $26,450
Deferred Revenue$10,525$31,300▲ $20,775
Total Liabilities$507,311$345,304▼ $162,007
Net Assets / Fund Balance
Unrestricted Net Assets$2,069,688$2,782,669▲ $712,981
Temporarily Rstr Net Assets$10,525$31,300▲ $20,775
Total Net Assets Fund Balance$2,080,213$2,813,969▲ $733,756
Total Liabilities and Net Assets / Fund Balance$2,587,524$3,159,273▲ $571,749

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$167,799$747,120$914,919
Leasehold Improvements$3,330$120$3,450
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony SabaExecutive DirectorFT$180,840$43,779$224,619

Board Members and Trustees

NameTitle
Sandi JacksonChair
Susan SamueliCo Chair
Nicole WashingtonDirector
Richard ArumDirector
SusammaBarua, Phd
Chris SimonsenCEO
John R LukerCFO
Chris ScheithauerSecretary
Liz Dorn ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,590,525
Program Service Revenue
$0
Investment Income
$14,369
Other Revenue
$56,264
All Other Contributions
$598,490
Change in Net Assets
$677,456

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$20,000Fair Market Value
Other Non Cash Contri Table1$12,500Fair Market Value
Other Non Cash Contri Table1$2,917Fair Market Value
Other Non Cash Contri Table1$385Fair Market Value
Other Non Cash Contri Table1$100Fair Market Value
Total Noncash Contributions5$35,902-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,661,158
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$56,300
Total Revenue per Audited Statements
$8,717,458
Total Revenue per Form 990
$8,661,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,036,253
Other Expenses$2,947,449
Total Fundraising Expense$110,805
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,432,688$296,920$110,805$4,840,413
Occupancy$1,052,423--$1,052,423
Fees for Services Other$413,408--$413,408
Depreciation Depletion$310,092--$310,092
Current Officers, Directors, Trustees, and Key Employees$195,840--$195,840
Information Technology$191,924--$191,924
Travel$121,633--$121,633
All Other Expenses$57,521--$57,521
Insurance$43,216--$43,216
Office Expenses$40,845--$40,845
Other Expenses$32,163--$32,163
Conferences and Meetings$23,660--$23,660
Fees for Services Accounting-$18,875-$18,875
Advertising$14,658--$14,658
Total Functional Expenses$7,557,102$315,795$110,805$7,983,702

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,983,702
Total Expenses per Audited Statements$7,983,702
Total Expenses per Form 990$7,983,702
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$83,381
Fundraising Direct Expenses$27,117
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$83,381$83,381$3,479$79,902
Total Events$83,381$83,381$27,117$56,264
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$39,039
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“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
2020-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Luker
Formed
2012
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
93
Volunteers
6

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Samueli 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.”

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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 48 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/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.
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IRS990/PrincipalOfficerNm0JOHN LUKER
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08661158
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SAMUELI 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/FormAndLineReferenceDesc0PART X, LINE 2:
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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
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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt2506
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRIS SIMONSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOHN R LUKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ANTHONY SABA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,159,273
Liabilities
$345,304
Net assets
$2,813,969
Revenue
$8,661,158
Expenses
$7,983,702
Net income
$677,456
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