Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.12x
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
68th percentile
Faster revenue growth than 68% of similar nonprofits.
Balance Sheet
Assets
Down$55,336
Down $3,193 (-5.5%) from 2018
Net Assets
Up$48,945
Up $13,846 (+39%) from 2018
Liabilities
Down$6,391
Down $17,039 (-73%) from 2018
Revenue And Expenses
Revenue
Up$147,994
Up $18,174 (+14%) from 2018
Expenses
Up$134,148
Up $21,432 (+19%) from 2018
Net Income
Down$13,846
Down $3,258 (-19%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Jul 15, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $154,735
Mission and Program Overview
Mission
Providing learner-led education that respects, trusts and empowers students to pursue their interests, optimize their potential as humans, and allow their true selves to emerge.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Self-directed education | $68,580 | - |
| Field trips--education-related field trips to complement classroom education | $5,863 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Casandra Clausen | Executive Direc | FT | $23,176 | - | $23,176 |
| Adil Karamally | Director | - | $0 | - | - |
| Ingrid Shultz | Treasurer | - | $0 | - | - |
| Jon Cassie | Chair/President | - | $0 | - | - |
| James Spady | Secretary | - | $0 | - | - |
| Stephanie Olivo | Director | - | $0 | - | - |
| Matt Dale | Director | - | $0 | - | - |
| Andrew Lee | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- The Open School
- EIN
- 46-0745295
- Phone
- 9493735440
- Address
- 681 N Rancho Santiago Blvd, Orange, CA 92869
Signing Officer
- Name
- Casandra Clausen
- Title
- Executive Director
- Signed
- 2020-07-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Joyce B Bennett CPA
- Address
- 23854 Sycamore Drive, Mission Viejo, CA 92691-3038
- Preparer
- Joyce B Bennett
- Phone
- 9495881135
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $2483”
Other Expenses.1002
“Office Expenses $4228”
Other Expenses.1003
“Information Technology $2262”
Other Expenses.1009
“Depreciation $3952”
Other Expenses.1012
“Insurance $2070”
Other Expenses.1
“Field trips $3610”
Other Expenses.2
“Self-directed education $1674”
Other Assets.1001
“Automobiles - Beginning $6329 Automobiles - Ending $3408”
Other Assets.1002
“Furniture and Fixtures - Beginning $727 Furniture and Fixtures - Ending $837”
Other Assets.1003
“Machinery and Equipment - Beginning $2365 Machinery and Equipment - Ending $3009”
Other Assets.1
“Deposits - Beginning $1000 Deposits - Ending $1000”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $2050 Accounts Payable and Accrued Expenses - Ending $3162”
Total Liabilities.1003
“Deferred Revenue - Beginning $21380 Deferred Revenue - Ending $3229”
Raw XML Appendix190 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Keepbooking |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8773314358 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 41599 Cherrybranch Ave |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Murrieta |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92562 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 48108 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 47082 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 22329 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 13846 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 4688 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 58529 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 55336 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 7950 |
| IRS990EZ/GrossReceiptsAmt | 0 | 154735 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 35099 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 48945 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 35099 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 48945 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 24295 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.40 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.40 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 23176 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Casandra Clausen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Adil Karamally |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Ingrid Shultz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jon Cassie |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | James Spady |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Stephanie Olivo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Matt Dale |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Andrew Lee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Executive Direc |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Chair/President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 10421 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 8254 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20279 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Providing learner-led education that respects, trusts and empowers students to pursue their interests, optimize their potential as humans, and allow their true selves to emerge. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 689 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 124448 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Self-directed education |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Field trips--education-related field trips to complement classroom education |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 68580 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 5863 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 84197 |
| IRS990EZ/SchoolOperatingInd | 0 | true |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 6741 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 1209 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 23430 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6391 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 134148 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 74443 |
| IRS990EZ/TotalRevenueAmt | 0 | 147994 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | openschooloc.com |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Schedule E, Line 4 - Explanation of Records and Materials Not Maintained |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $2483 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $4228 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $2262 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Depreciation $3952 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $2070 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Field trips $3610 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Self-directed education $1674 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Automobiles - Beginning $6329 Automobiles - Ending $3408 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Furniture and Fixtures - Beginning $727 Furniture and Fixtures - Ending $837 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Machinery and Equipment - Beginning $2365 Machinery and Equipment - Ending $3009 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Deposits - Beginning $1000 Deposits - Ending $1000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable and Accrued Expenses - Beginning $2050 Accounts Payable and Accrued Expenses - Ending $3162 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Deferred Revenue - Beginning $21380 Deferred Revenue - Ending $3229 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Assets.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.1003 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Casandra Clausen |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-07-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Open School |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OPEN |
| ReturnHeader/Filer/EIN | 0 | 460745295 |
| ReturnHeader/Filer/PhoneNum | 0 | 9493735440 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 681 N Rancho Santiago Blvd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Orange |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92869 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 261837722 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Joyce B Bennett CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 23854 Sycamore Drive |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Mission Viejo |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 926913038 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9495881135 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Joyce B Bennett |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2020-07-15T08:36:42-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $55,336
- Liabilities
- $6,391
- Net assets
- $48,945
- Revenue
- $147,994
- Expenses
- $134,148
- Net income
- $13,846