Civic Intelligence

Samueli Academy

990 • Fiscal year 2020 • EIN 45-3866750

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 16, 2021

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

61st percentile

0.28x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.14x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

50th percentile

4.5%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$345,822

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

85th percentile

40%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-1.6%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$4,415,919

Up $1,256,646 (+40%) from 2019

Net Assets

Up

$3,198,011

Up $384,042 (+14%) from 2019

Liabilities

Up

$1,217,908

Up $872,604 (+253%) from 2019

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin50th percentile

Revenue

Down

$8,524,864

Down $136,294 (-1.6%) from 2019

Expenses

Up

$8,140,822

Up $157,120 (+2.0%) from 2019

Net Income

Down

$384,042

Down $293,414 (-43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2020

Assets$4,415,919
Liabilities$1,217,908
Net Assets$3,198,011
Open 2020 Filing

Operations Trend

Revenue Growth41st 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

2020

Revenue$8,524,864
Expenses$8,140,822
Net Income$384,042
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 16, 2021
Return Version
2019v5.2
Gross Receipts
$8,572,383
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$2,267,413$2,461,722▲ $194,309
Accounts Receivable$506,069$1,149,908▲ $643,839
Land, Buildings, and Equipment, Net$171,129$358,983▲ $187,854
Prepaid Expenses and Deferred Charges$157,823$185,983▲ $28,160
Pledges and Grants Receivable$56,839$159,323▲ $102,484
Total Assets$3,159,273$4,415,919▲ $1,256,646
Other Assets Total$0$100,000▲ $100,000
Liabilities
Unsecured Notes Loans Payable-$757,781-
Accounts Payable and Accrued Expenses$274,965$426,201▲ $151,236
Deferred Revenue$31,300$19,481▼ $11,819
Other Liabilities$39,039$14,445▼ $24,594
Total Liabilities$345,304$1,217,908▲ $872,604
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,782,669$3,198,011▲ $415,342
Net Assets With Donor Restrictions$31,300$0▼ $31,300
Total Net Assets Fund Balance$2,813,969$3,198,011▲ $384,042
Total Liabilities and Net Assets / Fund Balance$3,159,273$4,415,919▲ $1,256,646

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$296,236$851,895$1,148,131
Other Land Buildings$62,747-$62,747
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony SabaExecutive DirectorFT$206,897$31,636$238,533
Lee FlemingHead of SchoolFT$140,537$33,119$173,656

Board Members and Trustees

NameTitle
Sandi JacksonChair
Susan SamueliCo Chair
Nicole WashingtonBoard Member
Richard ArumBoard Member
Chris SimonsenCEO
John R LukerCFO
Chris ScheithauerSecretary
Liz Dorn ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,506,828
Program Service Revenue
$0
Investment Income
$18,036
Other Revenue
$0
All Other Contributions
$1,036,442
Change in Net Assets
$384,042

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$26,332Fair Market Value
Other Non Cash Contri Table41$16,781Fair Market Value
Clothing and Household Goods-$14,510-
Total Noncash Contributions42$57,623-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,524,864
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,524,864
Total Revenue per Form 990
$8,524,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,471,762
Other Expenses$2,608,060
Total Fundraising Expense$61,599
Grants and Similar Amounts Paid$61,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,493,151$363,280$46,423$3,902,854
Other Employee Benefits$1,115,115$109,074$13,938$1,238,127
Occupancy$1,210,867--$1,210,867
Fees for Services Other$281,277--$281,277
Current Officers, Directors, Trustees, and Key Employees$220,835--$220,835
Information Technology$209,793--$209,793
Depreciation Depletion$115,532--$115,532
Payroll Taxes$99,022$9,686$1,238$109,946
Travel$77,033--$77,033
Grants to Domestic Individuals$61,000--$61,000
Insurance$51,368--$51,368
Conferences and Meetings$50,858--$50,858
All Other Expenses$18,699$12,679-$31,378
Office Expenses$26,150--$26,150
Other Expenses$23,070--$23,070
Advertising$15,764--$15,764
Fees for Services Accounting-$14,450-$14,450
Total Functional Expenses$7,570,054$509,169$61,599$8,140,822

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,140,822
Total Expenses per Audited Statements$8,140,822
Total Expenses per Form 990$8,140,822
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 Direct Expenses$47,519
Fundraising Gross Income$47,519
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Share Our Wine$86,356$47,519-$47,519
Total Events$86,356$47,519$47,519$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$14,445
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
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. If a conflict arises the board member is asked to excuse himself/herself from all discussion and voting on the issue.”

Form 990, Part VI, Section B, Line 15

“An independent consultant is hired to perform a market review of the salaries of the cfo and 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

“Governing 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
2021-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Luker
Formed
2012
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
114
Volunteers
30

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:

“Management believes that the academy has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

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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.THE ACADEMY IS CURRENTLY SERVING 529 STUDENTS IN GRADES NINE THROUGH TWELVE.
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0171129
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0358983
IRS990/LandBldgEquipCostOrOtherBssAmt01210878
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
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IRS990/NetAssetsOrFundBalancesEOYAmt03198011
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03198011
IRS990/NoncashContributionsAmt053623
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01210867
IRS990/OccupancyGrp/TotalAmt01210867
IRS990/OfficeExpensesGrp/ProgramServicesAmt026150
IRS990/OfficeExpensesGrp/TotalAmt026150
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0100000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013938
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0109074
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01115115
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01238127
IRS990/OtherExpensesGrp/Desc0OPERATING COSTS
IRS990/OtherExpensesGrp/Desc1LEASED EQUIPMENT & MAIN
IRS990/OtherExpensesGrp/Desc2PROPERTY TAX
IRS990/OtherExpensesGrp/Desc3STUDENT PROGRAMS
IRS990/OtherExpensesGrp/ProgramServicesAmt0429703
IRS990/OtherExpensesGrp/ProgramServicesAmt135606
IRS990/OtherExpensesGrp/ProgramServicesAmt235211
IRS990/OtherExpensesGrp/ProgramServicesAmt323070
IRS990/OtherExpensesGrp/TotalAmt0429703
IRS990/OtherExpensesGrp/TotalAmt135606
IRS990/OtherExpensesGrp/TotalAmt235211
IRS990/OtherExpensesGrp/TotalAmt323070
IRS990/OtherLiabilitiesGrp/BOYAmt039039
IRS990/OtherLiabilitiesGrp/EOYAmt014445
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046423
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0363280
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03493151
IRS990/OtherSalariesAndWagesGrp/TotalAmt03902854
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01238
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09686
IRS990/PayrollTaxesGrp/ProgramServicesAmt099022
IRS990/PayrollTaxesGrp/TotalAmt0109946
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt056839
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0159323
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0157823
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0185983
IRS990/PrincipalOfficerNm0JOHN LUKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08590525
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014369
IRS990/PYOtherExpensesAmt02947449
IRS990/PYOtherRevenueAmt056264
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0677456
IRS990/PYSalariesCompEmpBnftPaidAmt05036253
IRS990/PYTotalExpensesAmt07983702
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08661158
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0384042
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02267413
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02461722
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/EquipmentGrp/BookValueAmt0296236
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0851895
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01148131
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08140822
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt062747
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt062747
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014445
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTER-FUND PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08524864
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THAT THE ACADEMY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0358983
IRS990ScheduleD/TotalExpensesPerForm990Amt08140822
IRS990ScheduleD/TotalLiabilityAmt014445
IRS990ScheduleD/TotalRevenuePerForm990Amt08524864
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08524864
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08140822
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/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND THEREFORE IS NOT SUBJECT TO THE FORMAL COMPLIANCE WITH REVENUE PROCEDURE 75-50 AS LONG AS THE CHARTER AGREEMENT WITH THE STATE IS IN EFFECT. THE SCHOOL DOES INCLUDE INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTICES IN ITS ENROLLMENT PACKAGES, WHICH ARE AVAILABLE ON THE SCHOOL WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID.
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/CharitableContributionsTotAmt038837
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt038837
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047519
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SHARE OUR WINE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047519
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt035519
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt035519
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt061000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOR HIGHER EDUCATION SCHOLARSHIP REQUESTS THE ORGANIZATION GIVES THE MONEY TO THE YOUTH UPON RECEIPT OF CLASS SCHEDULES. THERE ARE GENERALLY 5 INSTALLMENTS FOR THE PAYMENT, 1/2, THE SEMESTER UPFRONT;THE SECOND HALF AFTER THE FINAL DROP DAY OF CLASSES AND THE STUDENT HAS PROVIDED THE CURRENT CLASS SCHEDULE. IF THE STUDENT COMPLETES THE SAME NUMBER OF UNITS THAT WERE INCLUDED IN THE INITIAL INSTALLMENTS, WITH A GRADE OF C OR BETTER, THEN THEY WILL BE FUNDED FOR THE SECOND SEMESTER UNDER THE SAME TIMEFRAME GUIDELINES. IF THE STUDENT DROPPED UNITS OR DID NOT SUCCEED AT PASSING THE CLASS WITH A C OR BETTER, THEN THE NEXT SEMESTER GRANT WILL BE REDUCED UNTIL THE STUDENT HAS SUCCESSFULLY COMPLETED THE ORIGINAL UNITS THAT FUNDS WERE GRANTED FOR. AT THE END OF THE YEAR, IF THE STUDENT HAS COMPLETED 24 UNITS OR MORE, WITH PASSING GRADES OF C OR BETTER AND PROVIDES ALL THE CLASS SCHEDULE DOCUMENTATION INCLUDING GRADES,THEY ARE ELIGIBLE FOR A BONUS SCHOLARSHIP AMOUNT. FOR GRANTS TO YOUTH NOT ATTENDING HIGHER EDUCATION, THE ORGANIZATION PROVIDES BASIC SUPPORT TO COVER LIVING EXPENSES. THE YOUTH MUST SHOW WHAT THE EXPENSES ARE GOING TO BE USED FOR. FUTURE GRANTS ARE DEPENDENT ON HOW THE YOUTH SPENDS THE INITIAL FUNDS. FOR OTHER SUPPORT AND COURSES,INCLUDING DRIVERS EDUCATION, EXTRA CURRICULAR ACTIVITIES OR SCHOOL SUPPLIES, INVOICES ARE PROVIDIED FOR FUNDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2206897
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3140537
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0334606
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1254574
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30

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Filings

Displayed year

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

Open filing
Assets
$4,415,919
Liabilities
$1,217,908
Net assets
$3,198,011
Revenue
$8,524,864
Expenses
$8,140,822
Net income
$384,042
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