Civic Intelligence

Natomas Charter School

990 • Fiscal year 2017 • EIN 68-0452992

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 26, 2018

Organization ProfileWWW.NATOMASCHARTER.ORG
4600 Blackrock DriveSacramento, CA 95835

(916) 928-5335

Siviq Scores

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

Liabilities / Assets

49th percentile

0.21x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.23x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$196,337

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

95th percentile

62%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

28%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$21,744,223

Up $8,304,486 (+62%) from 2016

Net Assets

Up

$17,268,689

Up $6,340,373 (+58%) from 2016

Liabilities

Up

$4,475,534

Up $1,964,113 (+78%) from 2016

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin85th percentile

Revenue

Up

$19,305,338

Up $4,269,748 (+28%) from 2016

Expenses

Up

$12,964,965

Up $2,200,558 (+20%) from 2016

Net Income

Up

$6,340,373

Up $2,069,190 (+48%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$60M$40M$20M$0Assets 2011: $5,132,121Liabilities 2011: $847,481Net Assets 2011: $4,284,6402011Assets 2012: $5,102,745Liabilities 2012: $1,012,205Net Assets 2012: $4,090,5402012Assets 2013: $4,787,789Liabilities 2013: $555,881Net Assets 2013: $4,231,9082013Assets 2014: $5,588,073Liabilities 2014: $485,038Net Assets 2014: $5,103,0352014Assets 2015: $7,094,359Liabilities 2015: $437,226Net Assets 2015: $6,657,1332015Assets 2016: $13,439,737Liabilities 2016: $2,511,421Net Assets 2016: $10,928,3162016Assets 2017: $21,744,223Liabilities 2017: $4,475,534Net Assets 2017: $17,268,6892017Assets 2018: $24,710,283Liabilities 2018: $4,201,811Net Assets 2018: $20,508,4722018Assets 2019: $28,095,556Liabilities 2019: $4,065,205Net Assets 2019: $24,030,3512019Assets 2020: $31,844,573Liabilities 2020: $2,740,947Net Assets 2020: $29,103,6262020Assets 2021: $32,806,693Liabilities 2021: $1,881,215Net Assets 2021: $30,925,4782021Assets 2022: $36,778,217Liabilities 2022: $4,172,303Net Assets 2022: $32,605,9142022Assets 2023: $39,245,323Liabilities 2023: $3,128,813Net Assets 2023: $36,116,5102023Assets 2024: $45,137,863Liabilities 2024: $2,652,466Net Assets 2024: $42,485,3972024

Highlighted filing

2017

Assets$21,744,223
Liabilities$4,475,534
Net Assets$17,268,689
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$40M$30M$20M$10M$0Revenue 2011: $8,368,497Expenses 2011: $7,801,146Net Income 2011: $567,3512011Expenses 2012: $8,730,5022012Expenses 2013: $8,781,1772013Revenue 2014: $10,171,653Expenses 2014: $9,300,526Net Income 2014: $871,1272014Revenue 2015: $11,717,694Expenses 2015: $10,163,596Net Income 2015: $1,554,0982015Revenue 2016: $15,035,590Expenses 2016: $10,764,407Net Income 2016: $4,271,1832016Revenue 2017: $19,305,338Expenses 2017: $12,964,965Net Income 2017: $6,340,3732017Revenue 2018: $16,668,489Expenses 2018: $13,428,706Net Income 2018: $3,239,7832018Revenue 2019: $17,779,444Expenses 2019: $14,257,565Net Income 2019: $3,521,8792019Revenue 2020: $22,967,886Expenses 2020: $17,894,611Net Income 2020: $5,073,2752020Revenue 2021: $20,875,289Expenses 2021: $19,053,437Net Income 2021: $1,821,8522021Revenue 2022: $22,752,506Expenses 2022: $21,072,070Net Income 2022: $1,680,4362022Revenue 2023: $26,570,615Expenses 2023: $23,060,019Net Income 2023: $3,510,5962023Revenue 2024: $31,084,024Expenses 2024: $24,715,137Net Income 2024: $6,368,8872024

Highlighted filing

2017

Revenue$19,305,338
Expenses$12,964,965
Net Income$6,340,373
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 26, 2018
Return Version
2016v3.0
Gross Receipts
$19,305,338
Mission and Program Overview

Mission

Providing instruction for students tk-12 that is purposeful, relevent, and engaging in a caring and nurturing campus culture where educators, students, and families partner for success of all children.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$8,439,483$11,270,325▲ $2,830,842
Land, Buildings, and Equipment, Net$3,977,373$10,074,008▲ $6,096,635
Accounts Receivable$950,612$337,894▼ $612,718
Cash and Non-Interest-Bearing Accounts$31,565$31,883▲ $318
Prepaid Expenses and Deferred Charges$40,704$30,113▼ $10,591
Total Assets$13,439,737$21,744,223▲ $8,304,486
Liabilities
Mortgage Notes Payable Secured by Investment Property$931,432$3,315,890▲ $2,384,458
Accounts Payable and Accrued Expenses$1,525,514$1,128,478▼ $397,036
Other Liabilities$27,475$31,166▲ $3,691
Deferred Revenue$27,000--
Total Liabilities$2,511,421$4,475,534▲ $1,964,113
Net Assets / Fund Balance
Unrestricted Net Assets$10,694,480$17,268,689▲ $6,574,209
Temporarily Rstr Net Assets$233,836$0▼ $233,836
Total Net Assets Fund Balance$10,928,316$17,268,689▲ $6,340,373
Total Liabilities and Net Assets / Fund Balance$13,439,737$21,744,223▲ $8,304,486

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,694,247-$6,694,247
Buildings$1,656,354$1,173,028$2,829,382
Leasehold Improvements$1,655,550-$1,655,550
Equipment$67,857$919,713$987,570
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ting SunPres & Exec DirectorFT$160,443$35,894$196,337
Anita SchwabFinance/budg DirectorFT$110,993$29,725$140,718
Charlie LeoOperations DirectorFT$107,415$30,078$137,493
Tammy LeeStudent Affairs DirectorFT$107,371$27,395$134,766

Board Members and Trustees

NameTitle
Paul HersekChairperson
Jonathan CorrAdvisor
Jennifer MorganMember
Jo Anna DavisMember
Phillip NanniMember
Susan NegreteMember
Timothy NallyMember
Peggy WheelerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$18,669,205
Program Service Revenue
$0
Investment Income
$92,897
Other Revenue
$543,236
All Other Contributions
$130,790
Change in Net Assets
$6,340,373

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,305,338
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$19,305,338
Total Revenue per Form 990
$19,305,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,227,816
Other Expenses$2,737,149
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$5,601,975$1,190,638-$6,792,613
Other Employee Benefits$1,086,888$238,585-$1,325,473
Pension Plan Contributions$1,053,519$231,260-$1,284,779
Current Officers, Directors, Trustees, and Key Employees$486,507$145,858-$632,365
Occupancy$548,005--$548,005
Fees for Services Other$513,217--$513,217
Office Expenses$10,455$228,848-$239,303
Payroll Taxes$157,921$34,665-$192,586
Depreciation Depletion$161,379--$161,379
Information Technology$101,709--$101,709
Insurance-$73,497-$73,497
Travel$49,207--$49,207
Fees for Services Legal-$26,536-$26,536
Interest-$16,289-$16,289
Other Expenses$15,236--$15,236
Fees for Services Accounting-$13,550-$13,550
Advertising$11,444--$11,444
Total Functional Expenses$10,765,239$2,199,726$0$12,964,965

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,964,965
Total Expenses per Audited Statements$12,964,965
Total Expenses per Form 990$12,964,965
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$31,166
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Section B, Line 11B

“The 990 tax return is reviewed and approved by the board before it is forwarded to the irs.”

Form 990, Part VI, Section B, Line 12C

“Natomas charter school reviews the conflict of interest policies annually.”

Form 990, Part VI, Section B, Line 15

“To determine compensation for the organization's officers or key employees, data was obtained from similar organizations and approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The documentation is available upon request.”

Filing and Contact Details

Filer

Filer Name
Natomas Charter School
EIN
68-0452992
Phone
9169285335
Address
4600 BLACKROCK DRIVE, SACRAMENTO, CA 95835

Signing Officer

Name
Ting Sun
Title
Executive Director
Phone
9169285335
Signed
2018-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ting Sun
Formed
2003
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
196
Volunteers
1,315

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors is responsible for oversight of the audit of the school's financial statements and selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The school is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction, and the state of california.”

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IRS990/MissionDesc0THE CHARTER SCHOOL IS ORGANIZED TO EDUCATE CALIFORNIA STUDENTS. SPECIFICALLY, THE CHARTER SCHOOL PROVIDES INSTRUCTION AND TRAINING TO CALIFORNIA STUDENTS IN CORE CURRICULA TO DEVELOP EACH STUDENT'S CAPABILITIES AND TO TEACH COURSES REQUIRED BY CALIFORNIA LAW OF PUBLIC SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0931432
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03315890
IRS990/NetAssetsOrFundBalancesBOYAmt010928316
IRS990/NetAssetsOrFundBalancesEOYAmt017268689
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0548005
IRS990/OccupancyGrp/TotalAmt0548005
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0228848
IRS990/OfficeExpensesGrp/ProgramServicesAmt010455
IRS990/OfficeExpensesGrp/TotalAmt0239303
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0238585
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01086888
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01325473
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1INTERFUND COST
IRS990/OtherExpensesGrp/Desc2FIELD TRIPS
IRS990/OtherExpensesGrp/Desc3DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/ProgramServicesAmt0558533
IRS990/OtherExpensesGrp/ProgramServicesAmt1381483
IRS990/OtherExpensesGrp/ProgramServicesAmt227761
IRS990/OtherExpensesGrp/ProgramServicesAmt315236
IRS990/OtherExpensesGrp/TotalAmt0558533
IRS990/OtherExpensesGrp/TotalAmt1381483
IRS990/OtherExpensesGrp/TotalAmt227761
IRS990/OtherExpensesGrp/TotalAmt315236
IRS990/OtherLiabilitiesGrp/BOYAmt027475
IRS990/OtherLiabilitiesGrp/EOYAmt031166
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2611710
IRS990/OtherRevenueMiscGrp/Desc0LOCAL REVENUE
IRS990/OtherRevenueMiscGrp/Desc1INTERFUND TF IN
IRS990/OtherRevenueMiscGrp/Desc2TUITION
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0401501
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt197100
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt236000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0401501
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt197100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt236000
IRS990/OtherRevenueTotalAmt0543236
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt034665
IRS990/PayrollTaxesGrp/ProgramServicesAmt0157921
IRS990/PayrollTaxesGrp/TotalAmt0192586
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0231260
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01053519
IRS990/PensionPlanContributionsGrp/TotalAmt01284779
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040704
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030113
IRS990/PrincipalOfficerNm0TING SUN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt014386203
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt096913
IRS990/PYOtherExpensesAmt02512580
IRS990/PYOtherRevenueAmt0552474
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04271183
IRS990/PYSalariesCompEmpBnftPaidAmt08251827
IRS990/PYTotalExpensesAmt010764407
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015035590
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06340373
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08439483
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011270325
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01656354
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01173028
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02829382
IRS990ScheduleD/EquipmentGrp/BookValueAmt067857
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0919713
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0987570
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012964965
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01655550
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01655550
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06694247
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06694247
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031166
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt019305338
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010074008
IRS990ScheduleD/TotalExpensesPerForm990Amt012964965
IRS990ScheduleD/TotalLiabilityAmt031166
IRS990ScheduleD/TotalRevenuePerForm990Amt019305338
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt019305338
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012964965
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S NONDISCRIMINATORY POLICY IS ON THE HOME PAGE OF THE SCHOOL'S WEBSITE WHERE THE APPLICANTS MUST GO IN ORDER TO DOWNLOAD AN APPLICATION. THE POLICY IS ALSO ON THE APPLICATION ITSELF.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL RECEIVES A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING THE SCHOOL. ADDITIONALLY, THE SCHOOL IS ELIGIBLE FOR LOCAL, STATE, FEDERAL PROGRAMS, AND CALIFORNIA LOTTERY FUNDS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0160443
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt017970
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017924
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TING SUN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRES & EXEC DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0196337
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 TAX RETURN IS REVIEWED AND APPROVED BY THE BOARD BEFORE IT IS FORWARDED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NATOMAS CHARTER SCHOOL REVIEWS THE CONFLICT OF INTEREST POLICIES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES, DATA WAS OBTAINED FROM SIMILAR ORGANIZATIONS AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTATION IS AVAILABLE UPON REQUEST.

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,744,223
Liabilities
$4,475,534
Net assets
$17,268,689
Revenue
$19,305,338
Expenses
$12,964,965
Net income
$6,340,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.1$2.65$42.5$31.1$24.7$6.37
2023Summary only. Only limited summary data is available for this year.$39.2$3.13$36.1$26.6$23.1$3.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$4.17$32.6$22.8$21.1$1.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$1.88$30.9$20.9$19.1$1.82
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$2.74$29.1$23.0$17.9$5.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$4.07$24.0$17.8$14.3$3.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.7$4.20$20.5$16.7$13.4$3.24
2017Detailed filing. Detailed filing data is available for this year.$21.7$4.48$17.3$19.3$13.0$6.34
2016Detailed filing. Detailed filing data is available for this year.$13.4$2.51$10.9$15.0$10.8$4.27
2015Summary only. Only limited summary data is available for this year.$7.09$0.44$6.66$11.7$10.2$1.55
2014Detailed filing. Detailed filing data is available for this year.$5.59$0.49$5.10$10.2$9.30$0.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.56$4.23$8.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$1.01$4.09$8.73
2011Summary only. Only limited summary data is available for this year.$5.13$0.85$4.28$8.37$7.80$0.57