Civic Intelligence

Asa Charter School Inc

990 • Fiscal year 2024 • EIN 56-2490312

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 15, 2025

Refreshing map…

3512 North E StreetSan Bernardino, CA 92405

(909) 475-3322

Siviq Scores

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

Liabilities / Assets

78th percentile

0.47x

Higher debt load relative to assets than 78% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.50x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

55th percentile

6.8%

Higher net margin than 55% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$140,538

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,674,663

Up $415,954 (+5.7%) from 2023

Net Assets

Up

$4,088,281

Up $484,596 (+13%) from 2023

Liabilities

Down

$3,586,382

Down $68,642 (-1.9%) from 2023

Revenue

Up

$7,162,870

Up $1,129,502 (+19%) from 2023

Expenses

Up

$6,678,274

Up $1,327,424 (+25%) from 2023

Net Income

Down

$484,596

Down $197,922 (-29%) from 2023

Historical Trend

Balance Sheet Trend

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

$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

2024

Assets$7,674,663
Liabilities$3,586,382
Net Assets$4,088,281

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$7,162,870
Expenses$6,678,274
Net Income$484,596
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 15, 2025
Return Version
2023v6.0
Gross Receipts
$7,162,870
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$4,321,667$4,397,600▲ $75,933
Cash and Non-Interest-Bearing Accounts$2,128,332$2,040,696▼ $87,636
Accounts Receivable$706,459$907,568▲ $201,109
Prepaid Expenses and Deferred Charges$102,251$328,799▲ $226,548
Total Assets$7,258,709$7,674,663▲ $415,954
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,394,862$3,309,559▼ $85,303
Accounts Payable and Accrued Expenses$87,487$140,136▲ $52,649
Deferred Revenue$172,675$136,687▼ $35,988
Total Liabilities$3,655,024$3,586,382▼ $68,642
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,603,685$4,088,281▲ $484,596
Total Net Assets Fund Balance$3,603,685$4,088,281▲ $484,596
Total Liabilities and Net Assets / Fund Balance$7,258,709$7,674,663▲ $415,954

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,740,846$1,306,096$3,046,942
Land$1,602,914-$1,602,914
Other Land Buildings$904,744$219$904,963
Equipment$149,096$388,975$538,071
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan LuceyPrincipalFT$117,022$23,516$140,538

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$7,162,824
Program Service Revenue
$0
Investment Income
$46
Other Revenue
$0
All Other Contributions
$128,266
Change in Net Assets
$484,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,457,084
Other Expenses$2,221,190
Total Fundraising Expense$6,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,713,749$521,494-$3,235,243
Other Employee Benefits$731,954$182,989-$914,943
Fees for Services Other$380,830$95,232-$476,062
Occupancy$360,648$44,438-$405,086
Interest$106,915$162,355-$269,270
Depreciation Depletion$154,367$35,128-$189,495
Payroll Taxes$145,518$36,380-$181,898
Current Officers, Directors, Trustees, and Key Employees-$125,000-$125,000
Office Expenses$81,302$20,325-$101,627
Information Technology$79,466$19,867-$99,333
Insurance$79,438$19,859-$99,297
Other Expenses$17,036$4,259$6,624$21,295
Advertising$15,028$3,757-$18,785
Conferences and Meetings$8,391$2,098-$10,489
Total Functional Expenses$5,293,703$1,377,947$6,624$6,678,274
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
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 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 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.

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
2025-03-15
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
69
Volunteers
10

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.

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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/PYRevenuesLessExpensesAmt0682518
IRS990/PYSalariesCompEmpBnftPaidAmt03491120
IRS990/PYTotalExpensesAmt05350850
IRS990/PYTotalRevenueAmt06033368
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0484596
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01306096
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03046942
IRS990ScheduleD/EquipmentGrp/BookValueAmt0149096
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0388975
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0538071
IRS990ScheduleD/LandGrp/BookValueAmt01602914
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01602914
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0904744
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0219
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0904963
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04397600
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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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt1SALARIES ARE COMPARED WITH THE LOCAL SCHOOL DISTRICT FOR PAY RATES AND EXPERIENCE AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILALABLE UPON REQUEST AT THE FINANCE OFFICE OF THE ORGANIZATION AND WITH SAN BERNARDINO CITY UNIFIED SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALARIES ARE COMPARED WITH THE LOCAL SCHOOL DISTRICT FOR PAY RATES AND EXPERIENCE AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILALABLE UPON REQUEST AT THE FINANCE OFFICE OF THE ORGANIZATION AND WITH SAN BERNARDINO CITY UNIFIED SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt07258709
IRS990/TotalAssetsGrp/EOYAmt07674663
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07162824
IRS990/TotalEmployeeCnt069
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06624
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01377947
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05293703
IRS990/TotalFunctionalExpensesGrp/TotalAmt06678274
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03655024
IRS990/TotalLiabilitiesEOYAmt03586382
IRS990/TotalLiabilitiesGrp/BOYAmt03655024
IRS990/TotalLiabilitiesGrp/EOYAmt03586382
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IRS990/TotalOtherCompensationAmt023516
IRS990/TotalProgramServiceExpensesAmt05293703
IRS990/TotalReportableCompFromOrgAmt0117022
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt046
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07162870
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07258709
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07674663
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ASACHARTERSCHOOL.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN LUCEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum09094753322
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASA CHARTER SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0ASAC
ReturnHeader/Filer/EIN0562490312
ReturnHeader/Filer/PhoneNum09094753322
ReturnHeader/Filer/USAddress/AddressLine1Txt03512 NORTH E STREET
ReturnHeader/Filer/USAddress/CityNm0SAN BERNARDINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952803203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVA & SILVA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03040 SATURN ST STE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07143224672
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA SILVA CPA
ReturnHeader/ReturnTs02025-04-02T20:25:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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