Civic Intelligence

Samueli Academy

990 • Fiscal year 2022 • EIN 45-3866750

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

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

58th percentile

0.25x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

40th percentile

0.15x

Higher debt load relative to revenue than 40% of similar nonprofits.

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

Net Margin

53rd percentile

7.9%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

84th percentile

$353,660

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

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

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$7,816,850

Up $1,936,877 (+33%) from 2021

Net Assets

Up

$5,875,027

Up $1,055,524 (+22%) from 2021

Liabilities

Up

$1,941,823

Up $881,353 (+83%) from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin53rd percentile

Revenue

Up

$13,347,747

Up $2,228,747 (+20%) from 2021

Expenses

Up

$12,292,223

Up $2,790,953 (+29%) from 2021

Net Income

Down

$1,055,524

Down $562,206 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2022

Assets$7,816,850
Liabilities$1,941,823
Net Assets$5,875,027
Open 2022 Filing

Operations Trend

Revenue Growth72nd 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

2022

Revenue$13,347,747
Expenses$12,292,223
Net Income$1,055,524
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 1, 2023
Return Version
2021v4.2
Gross Receipts
$13,481,275
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$1,112,817$4,718,877▲ $3,606,060
Land, Buildings, and Equipment, Net$902,978$1,506,372▲ $603,394
Accounts Receivable$3,660,200$1,364,407▼ $2,295,793
Prepaid Expenses and Deferred Charges$90,749$126,704▲ $35,955
Pledges and Grants Receivable$14,185$1,445▼ $12,740
Total Assets$5,879,973$7,816,850▲ $1,936,877
Other Assets Total$99,044$99,045▲ $1
Liabilities
Deferred Revenue$522,345$970,083▲ $447,738
Accounts Payable and Accrued Expenses$515,683$662,318▲ $146,635
Other Liabilities$22,442$309,422▲ $286,980
Total Liabilities$1,060,470$1,941,823▲ $881,353
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,819,503$5,875,027▲ $1,055,524
Total Net Assets Fund Balance$4,819,503$5,875,027▲ $1,055,524
Total Liabilities and Net Assets / Fund Balance$5,879,973$7,816,850▲ $1,936,877

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,174,323$1,210,168$2,384,491
Other Land Buildings$332,049-$332,049
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony SabaExecutive DirectorFT$198,546$55,279$253,825
Lee FlemingHead of SchoolFT$144,362$46,640$191,002
Alexandra MartinezAssistant Head of SchoolFT$124,894$33,463$158,357
Kim CummingsAssistant Head of SchoolFT$117,144$33,463$150,607
Aimee BiderbackTeacherFT$120,021$26,004$146,025
Shelly ObrienTeacherFT$115,716$28,226$143,942
Anthony PolizziTeacherFT$111,931$27,040$138,971

Board Members and Trustees

NameTitle
Sandi JacksonChair
Susan SamueliVice Chair
Richard ArumBoard Member
Robert SantanaBoard Member
Shannon ZechBoard Member
Susan BaruaBoard Member
Chris SimonsenCEO
John LukerCFO
Chris ScheithauerSecretary
Liz Dorn ParkerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Elite Oc ProductionsEvent Management2061 SW ACACIA, Newport Beach, CA 92660$116,471
Insight InvestmentsTechnology611 ANTON BLVD, Costa Mesa, CA 92626$114,155
Revenue and Support

Revenue Composition

Contributions and Grants
$13,340,559
Program Service Revenue
$0
Investment Income
$7,188
Other Revenue
$0
All Other Contributions
$852,704
Change in Net Assets
$1,055,524

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$31,500Fair Market Value
Other Non Cash Contri Table1$19,212Fair Market Value
Other Non Cash Contri Table1$16,455Fair Market Value
Total Noncash Contributions3$67,167-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,347,747
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,652
Total Revenue per Audited Statements
$13,367,399
Total Revenue per Form 990
$13,347,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,027,595
Other Expenses$4,251,628
Total Fundraising Expense$248,947
Grants and Similar Amounts Paid$13,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,076,662$257,159$248,947$7,582,768
Occupancy$1,845,377--$1,845,377
Current Officers, Directors, Trustees, and Key Employees-$444,827-$444,827
Information Technology$374,436--$374,436
Depreciation Depletion$321,965--$321,965
Fees for Services Other$279,224--$279,224
Travel$105,071--$105,071
Insurance$85,349--$85,349
All Other Expenses$46,851$8,132-$54,983
Office Expenses$47,846--$47,846
Other Expenses$38,525--$38,525
Conferences and Meetings$37,729--$37,729
Advertising$34,568--$34,568
Grants to Domestic Individuals$13,000--$13,000
Fees for Services Accounting-$12,851-$12,851
Total Functional Expenses$11,320,307$722,969$248,947$12,292,223

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,311,875
Expenses per Audited Statements$12,292,223
Total Expenses per Form 990$12,292,223
Expenses Not Reported on Form 990$19,652
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$133,528
Fundraising Gross Income$133,528
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Gala$391,538$133,528$96,086$37,442
Total Events$391,538$133,528$133,528$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$309,422
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
CFO
Phone
7146190200
Signed
2023-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Luker
Formed
2012
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
109
Volunteers
30

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
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 academy 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.”

Raw XML AppendixShowing 400 of 725 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0515683
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0662318
IRS990/AccountsReceivableGrp/BOYAmt03660200
IRS990/AccountsReceivableGrp/EOYAmt01364407
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ProgramServicesAmt034568
IRS990/AdvertisingGrp/TotalAmt034568
IRS990/AllOtherContributionsAmt0852704
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08132
IRS990/AllOtherExpensesGrp/ProgramServicesAmt046851
IRS990/AllOtherExpensesGrp/TotalAmt054983
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07146190200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01575 E 17TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092705
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0444827
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0444827
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt037729
IRS990/ConferencesMeetingsGrp/TotalAmt037729
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0116471
IRS990/ContractorCompensationGrp/CompensationAmt1114155
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02061 SW ACACIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1611 ANTON BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEWPORT BEACH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1COSTA MESA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092660
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192626
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ELITE OC PRODUCTIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1INSIGHT INVESTMENTS
IRS990/ContractorCompensationGrp/ServicesDesc0EVENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc1TECHNOLOGY
IRS990/ContriRptFundraisingEventAmt0258010
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013340559
IRS990/CYGrantsAndSimilarPaidAmt013000
IRS990/CYInvestmentIncomeAmt07188
IRS990/CYOtherExpensesAmt04251628
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01055524
IRS990/CYSalariesCompEmpBnftPaidAmt08027595
IRS990/CYTotalExpensesAmt012292223
IRS990/CYTotalFundraisingExpenseAmt0248947
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013347747
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0522345
IRS990/DeferredRevenueGrp/EOYAmt0970083
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0321965
IRS990/DepreciationDepletionGrp/TotalAmt0321965
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 SERVES 674 STUDENTS IN GRADE 7 AND NINE THROUGH TWELVE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0109
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt011320307
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012851
IRS990/FeesForServicesAccountingGrp/TotalAmt012851
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0279224
IRS990/FeesForServicesOtherGrp/TotalAmt0279224
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1450.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1550.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1650.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt834479
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt911412
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1011412
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1135640
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1226004
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1328226
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1427040
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1530463
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1630463
IRS990/Form990PartVIISectionAGrp/PersonNm0SANDI JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRIS SCHEITHAUER
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD ARUM
IRS990/Form990PartVIISectionAGrp/PersonNm3LIZ DORN PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN SAMUELI
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN BARUA
IRS990/Form990PartVIISectionAGrp/PersonNm6SHANNON ZECH
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT SANTANA
IRS990/Form990PartVIISectionAGrp/PersonNm8ANTHONY SABA
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRIS SIMONSEN
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN LUKER
IRS990/Form990PartVIISectionAGrp/PersonNm11LEE FLEMING
IRS990/Form990PartVIISectionAGrp/PersonNm12AIMEE BIDERBACK
IRS990/Form990PartVIISectionAGrp/PersonNm13SHELLY OBRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm14ANTHONY POLIZZI
IRS990/Form990PartVIISectionAGrp/PersonNm15KIM CUMMINGS
IRS990/Form990PartVIISectionAGrp/PersonNm16ALEXANDRA MARTINEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8219346
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11155362
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12120021
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13115716
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14111931
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15120144
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16127894
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9342248
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10262817
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt12TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt13TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt14TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSISTANT HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0258010
IRS990/FundraisingDirectExpensesAmt0133528
IRS990/FundraisingGrossIncomeAmt0133528
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt012229845
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt013000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt013000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt013481275
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0374436
IRS990/InformationTechnologyGrp/TotalAmt0374436
IRS990/InsuranceGrp/ProgramServicesAmt085349
IRS990/InsuranceGrp/TotalAmt085349
IRS990/InvestmentIncomeGrp/ExclusionAmt07188
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07188
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01210168
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0902978
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01506372
IRS990/LandBldgEquipCostOrOtherBssAmt02716540
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/NetAssetsOrFundBalancesBOYAmt04819503
IRS990/NetAssetsOrFundBalancesEOYAmt05875027
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04819503
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05875027
IRS990/NoncashContributionsAmt067167
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01845377
IRS990/OccupancyGrp/TotalAmt01845377
IRS990/OfficeExpensesGrp/ProgramServicesAmt047846
IRS990/OfficeExpensesGrp/TotalAmt047846
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt099044
IRS990/OtherAssetsTotalGrp/EOYAmt099045
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OPERATING COSTS
IRS990/OtherExpensesGrp/Desc1SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc2LEASED EQUIPMENT & MAIN
IRS990/OtherExpensesGrp/Desc3COMMUNICATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0904150
IRS990/OtherExpensesGrp/ProgramServicesAmt167167
IRS990/OtherExpensesGrp/ProgramServicesAmt242387
IRS990/OtherExpensesGrp/ProgramServicesAmt338525
IRS990/OtherExpensesGrp/TotalAmt0904150
IRS990/OtherExpensesGrp/TotalAmt167167
IRS990/OtherExpensesGrp/TotalAmt242387
IRS990/OtherExpensesGrp/TotalAmt338525
IRS990/OtherLiabilitiesGrp/BOYAmt022442
IRS990/OtherLiabilitiesGrp/EOYAmt0309422
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0248947
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0257159
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07076662
IRS990/OtherSalariesAndWagesGrp/TotalAmt07582768
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014185
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01445
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt090749
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0126704
IRS990/PrincipalOfficerNm0JOHN LUKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011112694
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0103000
IRS990/PYInvestmentIncomeAmt06306
IRS990/PYOtherExpensesAmt02953231
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01617730
IRS990/PYSalariesCompEmpBnftPaidAmt06445039
IRS990/PYTotalExpensesAmt09501270
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011119000
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01055524
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01112817
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04718877
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/DonatedServicesAndUseFcltsAmt019652
IRS990ScheduleD/DonatedServicesUseFcltsAmt019652
IRS990ScheduleD/EquipmentGrp/BookValueAmt01174323
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01210168
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02384491
IRS990ScheduleD/ExpensesNotReportedAmt019652
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012292223
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0332049
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0332049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0309422
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTER-FUND PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt019652
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt013347747
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 ACADEMY 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/TotalBookValueLandBuildingsAmt01506372
IRS990ScheduleD/TotalExpensesPerForm990Amt012292223
IRS990ScheduleD/TotalLiabilityAmt0309422
IRS990ScheduleD/TotalRevenuePerForm990Amt013347747
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013367399
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012311875
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,816,850
Liabilities
$1,941,823
Net assets
$5,875,027
Revenue
$13,347,747
Expenses
$12,292,223
Net income
$1,055,524
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