Civic Intelligence

Asa Charter School Inc

EIN 56-2490312 • 501(c)3 • San Bernardino, CA

Profile

To provide all students an opportunity to succeed academically and personally.to create life-long learners who participate fully and responsibly in their education.to educate students to become productive and responsible adults who are ready to compete in a competitive, global and technological society.

Refreshing map…

3512 North E StreetSan Bernardino, CA 92405

www.asacharterschool.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.50x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.50x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

25th percentile

-5.8%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

0.5%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

57th percentile

10%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Assets

Down

$7,330,703

Down $343,960 (-4.5%) from 2024

Liabilities

Up

$3,672,246

Up $85,864 (+2.4%) from 2024

Net Assets

Down

$3,658,457

Down $429,824 (-11%) from 2024

Revenue

Up

$7,354,678

Up $191,808 (+2.7%) from 2024

Expenses

Up

$7,784,502

Up $1,106,228 (+17%) from 2024

Net Income

Down

-$429,824

Down $914,420 (-189%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,794,825Liabilities 2011: $3,243,765Net Assets 2011: $1,551,0602011Assets 2012: $4,775,145Liabilities 2012: $3,216,722Net Assets 2012: $1,558,4232012Assets 2013: $4,493,518Liabilities 2013: $2,798,893Net Assets 2013: $1,694,6252013Assets 2014: $4,429,529Liabilities 2014: $2,758,119Net Assets 2014: $1,671,4102014Assets 2015: $4,325,549Liabilities 2015: $2,720,840Net Assets 2015: $1,604,7092015Assets 2016: $4,730,878Liabilities 2016: $2,792,322Net Assets 2016: $1,938,5562016Assets 2017: $5,080,828Liabilities 2017: $3,134,943Net Assets 2017: $1,945,8852017Assets 2018: $4,728,295Liabilities 2018: $3,039,172Net Assets 2018: $1,689,1232018Assets 2019: $4,403,284Liabilities 2019: $3,096,635Net Assets 2019: $1,306,6492019Assets 2020: $4,427,479Liabilities 2020: $3,091,441Net Assets 2020: $1,336,0382020Assets 2021: $5,017,594Liabilities 2021: $2,931,983Net Assets 2021: $2,085,6112021Assets 2022: $6,833,201Liabilities 2022: $3,912,034Net Assets 2022: $2,921,1672022Assets 2023: $7,258,709Liabilities 2023: $3,655,024Net Assets 2023: $3,603,6852023Assets 2024: $7,674,663Liabilities 2024: $3,586,382Net Assets 2024: $4,088,2812024Assets 2025: $7,330,703Liabilities 2025: $3,672,246Net Assets 2025: $3,658,4572025

Highlighted filing

2025

Assets$7,330,703
Liabilities$3,672,246
Net Assets$3,658,457

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,540,179Expenses 2011: $2,632,816Net Income 2011: -$92,6372011Revenue 2012: $2,203,319Expenses 2012: $2,195,958Net Income 2012: $7,3612012Revenue 2013: $2,097,772Expenses 2013: $1,961,570Net Income 2013: $136,2022013Revenue 2014: $2,021,076Expenses 2014: $2,044,291Net Income 2014: -$23,2152014Revenue 2015: $1,905,611Expenses 2015: $1,972,312Net Income 2015: -$66,7012015Revenue 2016: $2,463,545Expenses 2016: $2,129,698Net Income 2016: $333,8472016Revenue 2017: $2,581,819Expenses 2017: $2,574,490Net Income 2017: $7,3292017Revenue 2018: $2,565,539Expenses 2018: $2,822,301Net Income 2018: -$256,7622018Revenue 2019: $3,128,992Expenses 2019: $3,511,466Net Income 2019: -$382,4742019Revenue 2020: $3,644,359Expenses 2020: $3,614,970Net Income 2020: $29,3892020Revenue 2021: $3,926,633Expenses 2021: $3,177,060Net Income 2021: $749,5732021Revenue 2022: $4,420,509Expenses 2022: $3,583,136Net Income 2022: $837,3732022Revenue 2023: $6,033,368Expenses 2023: $5,350,850Net Income 2023: $682,5182023Revenue 2024: $7,162,870Expenses 2024: $6,678,274Net Income 2024: $484,5962024Revenue 2025: $7,354,678Expenses 2025: $7,784,502Net Income 2025: -$429,8242025

Highlighted filing

2025

Revenue$7,354,678
Expenses$7,784,502
Net Income-$429,824

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$3.67$3.66$7.35$7.78$0.43
2024Detailed filing. Detailed filing data is available for this year.$7.67$3.59$4.09$7.16$6.68$0.48
2023Detailed filing. Detailed filing data is available for this year.$7.26$3.66$3.60$6.03$5.35$0.68
2022Detailed filing. Detailed filing data is available for this year.$6.83$3.91$2.92$4.42$3.58$0.84
2021Detailed filing. Detailed filing data is available for this year.$5.02$2.93$2.09$3.93$3.18$0.75
2020Detailed filing. Detailed filing data is available for this year.$4.43$3.09$1.34$3.64$3.61$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.40$3.10$1.31$3.13$3.51$0.38
2018Detailed filing. Detailed filing data is available for this year.$4.73$3.04$1.69$2.57$2.82$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.08$3.13$1.95$2.58$2.57$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.73$2.79$1.94$2.46$2.13$0.33
2015Detailed filing. Detailed filing data is available for this year.$4.33$2.72$1.60$1.91$1.97$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.43$2.76$1.67$2.02$2.04$0.02
2013Summary only. Only limited summary data is available for this year.$4.49$2.80$1.69$2.10$1.96$0.14
2012Summary only. Only limited summary data is available for this year.$4.78$3.22$1.56$2.20$2.20$0.01
2011Summary only. Only limited summary data is available for this year.$4.79$3.24$1.55$2.54$2.63$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.0
Gross Receipts
$7,354,678
Mission and Program Overview

Mission

The mission of the organization is to provide students an opportunity for academic, technological, and personal skills, continuing educations, and awareness of self and others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,397,600$4,324,679▼ $72,921
Cash and Non-Interest-Bearing Accounts$2,040,696$2,219,688▲ $178,992
Accounts Receivable$907,568$673,620▼ $233,948
Prepaid Expenses and Deferred Charges$328,799$112,716▼ $216,083
Total Assets$7,674,663$7,330,703▼ $343,960
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,309,559$3,221,033▼ $88,526
Accounts Payable and Accrued Expenses$140,136$237,771▲ $97,635
Deferred Revenue$136,687$213,442▲ $76,755
Total Liabilities$3,586,382$3,672,246▲ $85,864
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,088,281$3,658,457▼ $429,824
Total Net Assets Fund Balance$4,088,281$3,658,457▼ $429,824
Total Liabilities and Net Assets / Fund Balance$7,674,663$7,330,703▼ $343,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,670,223$1,430,472$3,100,695
Land$1,602,914-$1,602,914
Other Land Buildings$1,001,963-$1,001,963
Equipment$49,579$488,492$538,071
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan LuceyPrincipalFT$130,000$13,625$143,625

Board Members and Trustees

NameTitle
Robert GrandeBoard Chair
Ashley ZarateBoard Member
Jacque AustinBoard Member
Allyssa VigilBoard Secret
Karen CraigBoard Vice C
James SowardClerk

Highest Paid Contractors

ContractorServicesLocationCompensation
Savvas Learning Co LLCEducation15 EAST MIDLAND AVE, 15 EAST MIDLAND AVE, Paramus, NJ 07653$165,298
Jose VarelaFacilities Svs3512 N E ST LLC, 3512 N E ST LLC, San Bernardino, CA 92346$124,739
Revenue and Support

Revenue Composition

Contributions and Grants
$7,354,628
Program Service Revenue
$0
Investment Income
$50
Other Revenue
$0
All Other Contributions
$367,709
Change in Net Assets
$-429,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,260,248
Other Expenses$2,524,254
Total Fundraising Expense$7,431
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,047,086$645,097-$3,692,183
Other Employee Benefits$951,224$237,806-$1,189,030
Fees for Services Other$446,107$111,551-$557,658
Occupancy$110,954$274,280-$385,234
Interest$104,067$158,420-$262,487
Payroll Taxes$209,888$52,472-$262,360
Depreciation Depletion$60,821$162,853-$223,674
Office Expenses$131,836$32,959-$164,795
Current Officers, Directors, Trustees, and Key Employees-$116,675-$116,675
Insurance$82,680$20,670-$103,350
Information Technology$54,727$13,682-$68,409
Other Expenses$38,860$9,715$7,431$48,575
Conferences and Meetings$33,830$8,458-$42,288
Advertising$9,358$2,339-$11,697
Total Functional Expenses$5,800,363$1,976,708$7,431$7,784,502
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 8B

The organization does not have a committee with authorty to act on its behalf.

Form 990, Page 6, Part VI, Line 11B

Salaries are compared with the local school district for pay rates and experience and presented to the board of directors for approval.

Form 990, Page 6, Part VI, Line 12C

The board members complete annual conflict of interest statements, they are reviewed by the director. If a conflict arises the board member is asked to excuse himself/herself from all discussions and voting on the issue

Form 990, Page 6, Part VI, Line 15A

Documents are availalable upon request at the finance office of the organization and with san bernardino city unified school district.

Form 990, Page 6, Part VI, Line 15B

Salaries are compared with the local school district for pay rates and experience and presented to the board of directors for approval.

Form 990, Page 6, Part VI, Line 19

Documents are availalable upon request at the finance office of the organization and with san bernardino city unified school district.

Form 990, Part VII

The organization participates in the public employee retirement system of california and state teachers retirement system, defined benefit plans, due to the size and varied participants in this plan the actuarial value is not calculated on a per employee basis. The amount reported in column f represents the cash contribution for the year.

Filing and Contact Details

Filer

Filer Name
Asa Charter School Inc
EIN
56-2490312
Phone
9094753322
Address
3512 NORTH E STREET, SAN BERNARDINO, CA 92405

Signing Officer

Name
Susan Lucey
Title
Principal
Phone
9094753322
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Lucey
Formed
2005
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
88

Preparer

Firm
Silva & Silva Cpas
Address
3040 SATURN ST STE 107, BREA, CA 92821
Preparer
Lisa Silva CPA
Phone
7143224672
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide all students an opportunity to succeed academically and personally.to create life-long learners who participate fully and responsibly in their education.to educate students to become productive and responsible adults who are ready to compete in a competitive, global and technological society.

Financial Statement Notes

Schedule D, Page 3, Part X

Management believes that the organization 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 organization 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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0TO PROVIDE ALL STUDENTS AN OPPORTUNITY TO SUCCEED ACADEMICALLY AND PERSONALLY.TO CREATE LIFE-LONG LEARNERS WHO PARTICIPATE FULLY AND RESPONSIBLY IN THEIR EDUCATION.TO EDUCATE STUDENTS TO BECOME PRODUCTIVE AND RESPONSIBLE ADULTS WHO ARE READY TO COMPETE IN A COMPETITIVE, GLOBAL AND TECHNOLOGICAL SOCIETY.
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IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2NUTRITION
IRS990/OtherExpensesGrp/Desc3DISTRICT OVERSIGHT FEES
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IRS990ScheduleD/EquipmentGrp/BookValueAmt049579
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THAT THE ORGANIZATION 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 ORGANIZATION 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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
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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 IS 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 APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE ALL STUDENTS AN OPPORTUNITY TO SUCCEED ACADEMICALLY AND PERSONALLY.TO CREATE LIFE-LONG LEARNERS WHO PARTICIPATE FULLY AND RESPONSIBLY IN THEIR EDUCATION.TO EDUCATE STUDENTS TO BECOME PRODUCTIVE AND RESPONSIBLE ADULTS WHO ARE READY TO COMPETE IN A COMPETITIVE, GLOBAL AND TECHNOLOGICAL SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORTY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES ARE COMPARED WITH THE LOCAL SCHOOL DISTRICT FOR PAY RATES AND EXPERIENCE AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD MEMBERS COMPLETE ANNUAL CONFLICT OF INTEREST STATEMENTS, THEY ARE REVIEWED BY THE DIRECTOR. IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTING ON THE ISSUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILALABLE UPON REQUEST AT THE FINANCE OFFICE OF THE ORGANIZATION AND WITH SAN BERNARDINO CITY UNIFIED SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SALARIES ARE COMPARED WITH THE LOCAL SCHOOL DISTRICT FOR PAY RATES AND EXPERIENCE AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILALABLE UPON REQUEST AT THE FINANCE OFFICE OF THE ORGANIZATION AND WITH SAN BERNARDINO CITY UNIFIED SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION PARTICIPATES IN THE PUBLIC EMPLOYEE RETIREMENT SYSTEM OF CALIFORNIA AND STATE TEACHERS RETIREMENT SYSTEM, DEFINED BENEFIT PLANS, DUE TO THE SIZE AND VARIED PARTICIPANTS IN THIS PLAN THE ACTUARIAL VALUE IS NOT CALCULATED ON A PER EMPLOYEE BASIS. THE AMOUNT REPORTED IN COLUMN F REPRESENTS THE CASH CONTRIBUTION FOR THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII
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IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PROPERTY
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

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