Civic Intelligence

Sonoma Charter School Fundraising

990EZ • Fiscal year 2020 • EIN 68-0441449

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 03, 2021

Organization ProfileN/A
17202 Sonoma HwySonoma, CA 95476

(707) 935-4232

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

69th percentile

23%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

59%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$64,422

Up $12,172 (+23%) from 2019

Net Assets

Up

$64,422

Up $12,172 (+23%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$45,502

Up $16,886 (+59%) from 2019

Expenses

Down

$33,330

Down $3,163 (-8.7%) from 2019

Net Income

Up

$12,172

Up $20,049 (+255%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0-$50KAssets 2011: $165,711Liabilities 2011: $304Net Assets 2011: $165,4072011Assets 2012: $94,047Liabilities 2012: $304Net Assets 2012: $93,7432012Assets 2013: $112,116Liabilities 2013: $18,404Net Assets 2013: $93,7122013Assets 2014: $179,374Liabilities 2014: $304Net Assets 2014: $179,0702014Assets 2015: $87,568Liabilities 2015: $304Net Assets 2015: $87,2642015Assets 2016: $74,333Liabilities 2016: -$652Net Assets 2016: $74,9852016Assets 2017: $45,855Liabilities 2017: -$653Net Assets 2017: $46,5082017Assets 2018: $60,127Liabilities 2018: $02018Assets 2019: $52,250Net Assets 2019: $52,2502019Assets 2020: $64,422Net Assets 2020: $64,4222020Assets 2021: $36,602Liabilities 2021: $02021Assets 2022: $39,480Net Assets 2022: $39,4802022Assets 2023: $63,255Net Assets 2023: $63,2552023Assets 2024: $148,290Net Assets 2024: $148,2902024

Highlighted filing

2020

Assets$64,422
Liabilities-
Net Assets$64,422
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $145,362Expenses 2011: $113,336Net Income 2011: $32,0262011Revenue 2012: $161,991Expenses 2012: $233,654Net Income 2012: -$71,6632012Revenue 2013: $197,207Expenses 2013: $197,238Net Income 2013: -$312013Revenue 2014: $178,205Expenses 2014: $108,649Net Income 2014: $69,5562014Revenue 2015: $32,048Expenses 2015: $123,854Net Income 2015: -$91,8062015Revenue 2016: $28,319Expenses 2016: $43,611Net Income 2016: -$15,2922016Revenue 2017: $16,441Expenses 2017: $44,918Net Income 2017: -$28,4772017Revenue 2018: $60,807Expenses 2018: $46,536Net Income 2018: $14,2712018Revenue 2019: $28,616Expenses 2019: $36,493Net Income 2019: -$7,8772019Revenue 2020: $45,502Expenses 2020: $33,330Net Income 2020: $12,1722020Revenue 2021: $21,302Expenses 2021: $49,122Net Income 2021: -$27,8202021Revenue 2022: $95,440Expenses 2022: $92,562Net Income 2022: $2,8782022Revenue 2023: $104,817Expenses 2023: $81,042Net Income 2023: $23,7752023Revenue 2024: $148,184Expenses 2024: $66,956Net Income 2024: $81,2282024

Highlighted filing

2020

Revenue$45,502
Expenses$33,330
Net Income$12,172
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 3, 2021
Return Version
2019v5.0
Gross Receipts
$45,502
Mission and Program Overview

Mission

Numerous school projects all to benefit sonoma charter school a california public school.

Program Services

DescriptionGrantsExpenses
NUMEROUS SCHOOL PROJECTS ALL TO BENEFIT SONOMA CHARTER SCHOOL A CALIFORNIA PUBLIC SCHOOL.$13,917$33,330
NUMEROUS SCHOOL PROJECTS ALL TO BENEFIT SONOMA CHARTER SCHOOL A CALIFORNIA PUBLIC SCHOOL.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRISTIN MONNICHPresident-$0--
KIMMY PETERSONCo-Treasurer-$0--
DANIELLE DAVILACo-Treasurer-$0--
YOLANDA RODRIGUEZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sonoma Charter School Fundraising
EIN
68-0441449
Phone
7079354232
Address
17202 SONOMA HWY, SONOMA, CA 95476

Signing Officer

Name
Kimmy Peterson
Title
Co-treasurer
Phone
5303857795
Signed
2021-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Robert E Sullivan CPA
Address
430 1ST ST E, SONOMA, CA 95476-6702
Preparer
Robert E Sullivan CPA
Phone
7079963122
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 13,917”

Form 990-ez, Part I, Line 16

“Expenses travel 858 talent show 475 teacher supplies & enrich 868 insurance 255 supplies 3,136 activities 3,774 student government 1,335 taxes, licenses & fees 45 holiday sales expense 8,667 total 19,413”

Form 990-ez, Part II, Line 24

“7,178 7,178 total 7,178 7,178”

Form 990-ez, Part III

“Numerous school projects all to benefit sonoma charter school a california public school.”

Form 990-ez, Part III, Line 31

“Numerous school projects all to benefit sonoma charter school a california public school.”

Raw XML Appendix147 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIMMY PETERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05303857795
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019292 JUNIPERO SERRA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SONOMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095476
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045072
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057244
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05781
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012172
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052250
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064422
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013917
IRS990EZ/GrossReceiptsAmt045502
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052250
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064422
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052250
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064422
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRISTIN MONNICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMMY PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIELLE DAVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YOLANDA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07178
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07178
IRS990EZ/OtherExpensesTotalAmt019413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NUMEROUS SCHOOL PROJECTS ALL TO BENEFIT SONOMA CHARTER SCHOOL A CALIFORNIA PUBLIC SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt039721
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NUMEROUS SCHOOL PROJECTS ALL TO BENEFIT SONOMA CHARTER SCHOOL A CALIFORNIA PUBLIC SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NUMEROUS SCHOOL PROJECTS ALL TO BENEFIT SONOMA CHARTER SCHOOL A CALIFORNIA PUBLIC SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013917
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033330
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033330
IRS990EZ/TotalProgramServiceExpensesAmt033330
IRS990EZ/TotalRevenueAmt045502
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt023261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0158864
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0187324
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045502
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028319
IRS990ScheduleA/Total509Grp/TotalAmt0187324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt028319
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0187324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 13,917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL 858 TALENT SHOW 475 TEACHER SUPPLIES & ENRICH 868 INSURANCE 255 SUPPLIES 3,136 ACTIVITIES 3,774 STUDENT GOVERNMENT 1,335 TAXES, LICENSES & FEES 45 HOLIDAY SALES EXPENSE 8,667 TOTAL 19,413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27,178 7,178 TOTAL 7,178 7,178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NUMEROUS SCHOOL PROJECTS ALL TO BENEFIT SONOMA CHARTER SCHOOL A CALIFORNIA PUBLIC SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NUMEROUS SCHOOL PROJECTS ALL TO BENEFIT SONOMA CHARTER SCHOOL A CALIFORNIA PUBLIC SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMMY PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05303857795
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONOMA CHARTER SCHOOL FUNDRAISING
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0680441449
ReturnHeader/Filer/PhoneNum07079354232
ReturnHeader/Filer/USAddress/AddressLine1Txt017202 SONOMA HWY
ReturnHeader/Filer/USAddress/CityNm0SONOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095476
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680262953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT E SULLIVAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 1ST ST E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SONOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954766702
ReturnHeader/PreparerPersonGrp/PhoneNum07079963122
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E SULLIVAN CPA
ReturnHeader/ReturnTs02021-06-10T13:06:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,422
Liabilities
-
Net assets
$64,422
Revenue
$45,502
Expenses
$33,330
Net income
$12,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$1.48$1.48$0.67$0.81
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.05$0.81$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.95$0.93$0.03
2021Summary only. Only limited summary data is available for this year.$0.37$0.00$0.21$0.49$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.46$0.33$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.29$0.36$0.08
2018Summary only. Only limited summary data is available for this year.$0.60$0.00$0.61$0.47$0.14
2017Summary only. Only limited summary data is available for this year.$0.46$0.01$0.47$0.16$0.45$0.28
2016Summary only. Only limited summary data is available for this year.$0.74$0.01$0.75$0.28$0.44$0.15
2015Summary only. Only limited summary data is available for this year.$0.88$0.00$0.87$0.32$1.24$0.92
2014Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$1.78$1.09$0.70
2013Summary only. Only limited summary data is available for this year.$1.12$0.18$0.94$1.97$1.97$0.00
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$1.62$2.34$0.72
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$1.65$1.45$1.13$0.32