Civic Intelligence

Valley Preparatory Academy Inc

990 • Fiscal year 2015 • EIN 56-2464910

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 04, 2016

Organization ProfileWWW.VALLEYPREP.COM
4221 North Hughes AveFresno, CA 93705

(559) 225-7737

Siviq Scores

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

Liabilities / Assets

67th percentile

0.29x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.06x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

48th percentile

1.9%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

63rd percentile

$87,493

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

62nd percentile

4.3%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$676,130

Up $27,741 (+4.3%) from 2014

Net Assets

Up

$481,682

Up $61,918 (+15%) from 2014

Liabilities

Down

$194,448

Down $34,177 (-15%) from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin48th percentile

Revenue

Up

$3,236,678

Up $512,261 (+19%) from 2014

Expenses

Up

$3,174,760

Up $509,759 (+19%) from 2014

Net Income

Up

$61,918

Up $2,502 (+4.2%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$10M$5.0M$0Assets 2011: $734,187Liabilities 2011: $320,487Net Assets 2011: $413,7002011Assets 2012: $758,074Liabilities 2012: $245,846Net Assets 2012: $512,2282012Assets 2013: $1,122,274Liabilities 2013: $761,926Net Assets 2013: $360,3482013Assets 2014: $648,389Liabilities 2014: $228,625Net Assets 2014: $419,7642014Assets 2015: $676,130Liabilities 2015: $194,448Net Assets 2015: $481,6822015Assets 2016: $1,290,408Liabilities 2016: $483,241Net Assets 2016: $807,1672016Assets 2017: $1,789,807Liabilities 2017: $762,542Net Assets 2017: $1,027,2652017Assets 2018: $2,168,466Liabilities 2018: $915,512Net Assets 2018: $1,252,9542018Assets 2019: $2,323,731Liabilities 2019: $718,856Net Assets 2019: $1,604,8752019Assets 2020: $3,130,322Liabilities 2020: $1,974,279Net Assets 2020: $1,156,0432020Assets 2021: $3,968,170Liabilities 2021: $1,790,247Net Assets 2021: $2,177,9232021Assets 2022: $5,722,534Liabilities 2022: $3,253,897Net Assets 2022: $2,468,6372022Assets 2023: $8,088,327Liabilities 2023: $4,611,965Net Assets 2023: $3,476,3622023Assets 2024: $8,668,689Liabilities 2024: $4,416,840Net Assets 2024: $4,251,8492024

Highlighted filing

2015

Assets$676,130
Liabilities$194,448
Net Assets$481,682
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,218,775Expenses 2011: $1,828,890Net Income 2011: $389,8852011Revenue 2012: $2,094,181Expenses 2012: $1,995,653Net Income 2012: $98,5282012Expenses 2013: $2,628,4162013Revenue 2014: $2,724,417Expenses 2014: $2,665,001Net Income 2014: $59,4162014Revenue 2015: $3,236,678Expenses 2015: $3,174,760Net Income 2015: $61,9182015Revenue 2016: $4,277,849Expenses 2016: $3,952,364Net Income 2016: $325,4852016Revenue 2017: $5,802,821Expenses 2017: $5,708,266Net Income 2017: $94,5552017Revenue 2018: $6,498,860Expenses 2018: $6,273,171Net Income 2018: $225,6892018Revenue 2019: $7,618,103Expenses 2019: $7,266,182Net Income 2019: $351,9212019Revenue 2020: $8,008,146Expenses 2020: $8,456,978Net Income 2020: -$448,8322020Revenue 2021: $10,324,695Expenses 2021: $9,302,815Net Income 2021: $1,021,8802021Revenue 2022: $12,741,116Expenses 2022: $12,450,402Net Income 2022: $290,7142022Revenue 2023: $15,454,437Expenses 2023: $14,446,712Net Income 2023: $1,007,7252023Revenue 2024: $18,220,113Expenses 2024: $17,444,626Net Income 2024: $775,4872024

Highlighted filing

2015

Revenue$3,236,678
Expenses$3,174,760
Net Income$61,918
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 4, 2016
Return Version
2014v6.0
Gross Receipts
$3,236,678
Mission and Program Overview

Mission

Aspen public schools was formed to serve some of central fresno's most "at-risk" children. Since 2004,the organization has served economically disadvantaged students, specifically targeting foster and homeless youth and those living in severe poverty. The mission is transform the community by developing exceptional leaders.

To educate students to attain necessary literacy and to live successfully in the 21st century.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$225,749$383,242▲ $157,493
Accounts Receivable$368,687$198,550▼ $170,137
Land, Buildings, and Equipment, Net$25,291$55,167▲ $29,876
Prepaid Expenses and Deferred Charges$28,662$39,171▲ $10,509
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$648,389$676,130▲ $27,741
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$228,625$194,448▼ $34,177
Total Liabilities$228,625$194,448▼ $34,177
Net Assets / Fund Balance
Unrestricted Net Assets$370,822$432,740▲ $61,918
Temporarily Rstr Net Assets$48,942$48,942→ $0
Total Net Assets Fund Balance$419,764$481,682▲ $61,918
Total Liabilities and Net Assets / Fund Balance$648,389$676,130▲ $27,741

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$30,465$47,986$78,451
Buildings$24,702$5,349$30,051
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shelly LetherExecutive DirectorFT$87,493$87,493

Board Members and Trustees

NameTitle
Leighton KoberleinPresident
Donald LintonVice President
Carrie ZulewskiSecretary
John GriceTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Revolution Foods INCFood ServicePO BOX 742759, Los Angeles, CA 90074-2759$173,196
Edtec INCBusiness Services1410-A 62ND STREET, Emeryville, CA 94608$163,983
Revenue and Support

Revenue Composition

Contributions and Grants
$3,236,340
Program Service Revenue
$0
Investment Income
$338
Other Revenue
$0
All Other Contributions
$84,836
Change in Net Assets
$61,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,236,678
Total Revenue per Audited Statements
$3,236,678
Total Revenue per Form 990
$3,236,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,924,956
Other Expenses$1,249,804
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,227,465$168,318-$1,395,783
Other Employee Benefits$418,893$22,787-$441,680
Current Officers, Directors, Trustees, and Key Employees$87,493--$87,493
Other Expenses$13,015$76,193-$76,193
All Other Expenses$9,033$26,220-$35,253
Depreciation Depletion-$13,968-$13,968
Travel$10,886--$10,886
Total Functional Expenses$2,148,910$1,025,850$0$3,174,760

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,174,760
Total Expenses per Audited Statements$3,174,760
Total Expenses per Form 990$3,174,760
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of form 990 is provided to each voting member of the board at the board meeting prior to being filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The administrative office of the organization monitors compliance with any conflict of interest and, on an annual basis, the board members and director submit form 700 to the county office of education.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation review and approval process for the director is performed during a board meeting in a closed session when the director is asked to leave. Board members do not receive compensation, however, if they were to receive compensation, a closed session would take place for the review and approval process regrading their compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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

Filing and Contact Details

Filer

Filer Name
Valley Preparatory Academy Inc
EIN
56-2464910
Phone
5592257737
Address
4221 NORTH HUGHES AVE, FRESNO, CA 93705

Signing Officer

Name
John Grice
Title
President
Signed
2016-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leighton Koberlein
Formed
2004
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
71
Volunteers
7

Preparer

Firm
McLean Rotherham & Company
Address
11717 Bernardo Plaza Ct Suite 215, San Diego, CA 92128
Preparer
James A Rotherham CPA
Phone
8584875751
Raw XML AppendixShowing 400 of 459 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0228625
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0194448
IRS990/AccountsReceivableGrp/BOYAmt0368687
IRS990/AccountsReceivableGrp/EOYAmt0198550
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO EDUCATE STUDENTS TO ATTAIN NECESSARY LITERACY AND TO LIVE SUCCESSFULLY IN THE 21ST CENTURY.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt084836
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt026220
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09033
IRS990/AllOtherExpensesGrp/TotalAmt035253
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0EDTEC LLC
IRS990/BooksInCareOfDetail/PhoneNum05106633500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01410-A 62ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0EMERYVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094608
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0225749
IRS990/CashNonInterestBearingGrp/EOYAmt0383242
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt087493
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt087493
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0163983
IRS990/ContractorCompensationGrp/CompensationAmt1173196
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01410-A 62ND STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 742759
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0EMERYVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094608
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd1900742759
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0EDTEC INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1REVOLUTION FOODS INC
IRS990/ContractorCompensationGrp/ServicesDesc0BUSINESS SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1FOOD SERVICE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03236340
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0338
IRS990/CYOtherExpensesAmt01249804
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt061918
IRS990/CYSalariesCompEmpBnftPaidAmt01924956
IRS990/CYTotalExpensesAmt03174760
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03236678
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt013968
IRS990/DepreciationDepletionGrp/TotalAmt013968
IRS990/Desc0VALLEY PREPARATORY ACADEMY WAS FORMED TO OFFER AN ALTERNATIVE, EDUCATIONALLY SOUND, INDEPENDENT STUDY/SITE-BASED CURRICULUM FOR STUDENTS. THE PRESENT PROGRAM HAS BEEN DEVELOPED AND REFINED TO EDUCATE STUDENTS TO ATTAIN NECESSARY LITERACY AND TO LIVE SUCCESSFULLY IN THE 21ST CENTURY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt071
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt02148910
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0LEIGHTON KOBERLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1DONALD LINTON
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN GRICE
IRS990/Form990PartVIISectionAGrp/PersonNm3CARRIE ZULEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm4SHELLY LETHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt487493
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt03151504
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03236678
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0338
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0338
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt053335
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025291
IRS990/LandBldgEquipBasisNetGrp/EOYAmt055167
IRS990/LandBldgEquipCostOrOtherBssAmt0108502
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO EDUCATE STUDENTS TO ATTAIN NECESSARY LITERACY AND TO LIVE SUCCESSFULLY IN THE 21ST CENTURY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0419764
IRS990/NetAssetsOrFundBalancesEOYAmt0481682
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022787
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0418893
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0441680
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL/CONSULTING SERV.
IRS990/OtherExpensesGrp/Desc1BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc2RENTAL, LEASES, & REPAIRS
IRS990/OtherExpensesGrp/Desc3OPERATION & HOUSEKEEPING SERV.
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0309538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1204323
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2204503
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt376193
IRS990/OtherExpensesGrp/ProgramServicesAmt0276155
IRS990/OtherExpensesGrp/ProgramServicesAmt1105970
IRS990/OtherExpensesGrp/ProgramServicesAmt213015
IRS990/OtherExpensesGrp/TotalAmt0585693
IRS990/OtherExpensesGrp/TotalAmt1310293
IRS990/OtherExpensesGrp/TotalAmt2217518
IRS990/OtherExpensesGrp/TotalAmt376193
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0168318
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01227465
IRS990/OtherSalariesAndWagesGrp/TotalAmt01395783
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028662
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039171
IRS990/PrincipalOfficerNm0LEIGHTON KOBERLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02724417
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01179800
IRS990/PYRevenuesLessExpensesAmt059416
IRS990/PYSalariesCompEmpBnftPaidAmt01485201
IRS990/PYTotalExpensesAmt02665001
IRS990/PYTotalRevenueAmt02724417
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt061918
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt024702
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05349
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt030051
IRS990ScheduleD/EquipmentGrp/BookValueAmt030465
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047986
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt078451
IRS990ScheduleD/ExpensesSubtotalAmt03174760
IRS990ScheduleD/RevenueSubtotalAmt03236678
IRS990ScheduleD/TotalBookValueLandBuildingsAmt055167
IRS990ScheduleD/TotalExpensesPerForm990Amt03174760
IRS990ScheduleD/TotalRevenuePerForm990Amt03236678
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03236678
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03174760
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS & ENROLLMENT MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD AT THE BOARD MEETING PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION MONITORS COMPLIANCE WITH ANY CONFLICT OF INTEREST AND, ON AN ANNUAL BASIS, THE BOARD MEMBERS AND DIRECTOR SUBMIT FORM 700 TO THE COUNTY OFFICE OF EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION REVIEW AND APPROVAL PROCESS FOR THE DIRECTOR IS PERFORMED DURING A BOARD MEETING IN A CLOSED SESSION WHEN THE DIRECTOR IS ASKED TO LEAVE. BOARD MEMBERS DO NOT RECEIVE COMPENSATION, HOWEVER, IF THEY WERE TO RECEIVE COMPENSATION, A CLOSED SESSION WOULD TAKE PLACE FOR THE REVIEW AND APPROVAL PROCESS REGRADING THEIR COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0OPEN GATE LEARNING FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0JACQUELYN GATES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0460906300
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOLDING TITLE & MANAGING PROPERTY AT 4221 N. HUGHES
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt04221 NORTH HUGHES AVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0FRESNO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd093705
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OPEN GATE LEARNING FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0460906300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO FACILITATE THE DEVELOPMENT OF CHARTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(3) TYPE I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04221 NORTH HUGHES AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FRESNO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0937051611
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0179384
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OPEN GATE LEARNING FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0k
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt048942
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt048942
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0648389
IRS990/TotalAssetsEOYAmt0676130
IRS990/TotalAssetsGrp/BOYAmt0648389
IRS990/TotalAssetsGrp/EOYAmt0676130
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03236340
IRS990/TotalEmployeeCnt071
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01025850

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$676,130
Liabilities
$194,448
Net assets
$481,682
Revenue
$3,236,678
Expenses
$3,174,760
Net income
$61,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.67$4.42$4.25$18.2$17.4$0.78
2023Detailed filing. Detailed filing data is available for this year.$8.09$4.61$3.48$15.5$14.4$1.01
2022Detailed filing. Detailed filing data is available for this year.$5.72$3.25$2.47$12.7$12.5$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.97$1.79$2.18$10.3$9.30$1.02
2020Detailed filing. Detailed filing data is available for this year.$3.13$1.97$1.16$8.01$8.46$0.45
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.72$1.60$7.62$7.27$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.92$1.25$6.50$6.27$0.23
2017Summary only. Only limited summary data is available for this year.$1.79$0.76$1.03$5.80$5.71$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.48$0.81$4.28$3.95$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.19$0.48$3.24$3.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.23$0.42$2.72$2.67$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.76$0.36$2.63
2012Summary only. Only limited summary data is available for this year.$0.76$0.25$0.51$2.09$2.00$0.10
2011Summary only. Only limited summary data is available for this year.$0.73$0.32$0.41$2.22$1.83$0.39