Civic Intelligence

Natomas Charter School

990 • Fiscal year 2019 • EIN 68-0452992

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

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

(916) 928-5353

Siviq Scores

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

Liabilities / Assets

39th percentile

0.14x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.23x

Higher debt load relative to revenue than 44% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$214,126

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

6.7%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$28,095,556

Up $3,385,273 (+14%) from 2018

Net Assets

Up

$24,030,351

Up $3,521,879 (+17%) from 2018

Liabilities

Down

$4,065,205

Down $136,606 (-3.3%) from 2018

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin79th percentile

Revenue

Up

$17,779,444

Up $1,110,955 (+6.7%) from 2018

Expenses

Up

$14,257,565

Up $828,859 (+6.2%) from 2018

Net Income

Up

$3,521,879

Up $282,096 (+8.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$28,095,556
Liabilities$4,065,205
Net Assets$24,030,351
Open 2019 Filing

Operations Trend

Revenue Growth59th 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

2019

Revenue$17,779,444
Expenses$14,257,565
Net Income$3,521,879
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Gross Receipts
$17,779,444
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.

To operate a charter school and provide education for students grades tk-12 in sacramento, ca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,639,280$16,800,178▲ $3,160,898
Land, Buildings, and Equipment, Net$10,307,075$10,538,808▲ $231,733
Pledges and Grants Receivable$428,938$352,092▼ $76,846
Accounts Receivable$212,681$288,667▲ $75,986
Prepaid Expenses and Deferred Charges$90,406$65,948▼ $24,458
Cash and Non-Interest-Bearing Accounts$31,903$49,863▲ $17,960
Total Assets$24,710,283$28,095,556▲ $3,385,273
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,276,171$3,184,267▼ $91,904
Accounts Payable and Accrued Expenses$882,158$831,629▼ $50,529
Other Liabilities$43,482$49,309▲ $5,827
Total Liabilities$4,201,811$4,065,205▼ $136,606
Net Assets / Fund Balance
Unrestricted Net Assets$20,372,649$24,030,351▲ $3,657,702
Temporarily Rstr Net Assets$135,823$0▼ $135,823
Total Net Assets Fund Balance$20,508,472$24,030,351▲ $3,521,879
Total Liabilities and Net Assets / Fund Balance$24,710,283$28,095,556▲ $3,385,273

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,962,447$1,744,938$9,707,385
Leasehold Improvements$1,837,208-$1,837,208
Equipment$179,639$1,017,359$1,196,998
Other Land Buildings$559,514-$559,514
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ting SunPres & Exec DirectorFT$174,537$39,589$214,126
Anita SchwabFinance/budg DirectorFT$120,018$37,014$157,032
Joe WoodExecutive DirectorFT$108,156$31,704$139,860

Board Members and Trustees

NameTitle
Peggy WheelerChairperson
Ashante NortonMember
Jo Anna DavisMember
Karen Harding-davisMember
Phillip NanniMember
Priti MerchantMember
Sean KingMember
Jennifer MorganSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Harsch Investment PropertiesCommercial Real EstatePO BOX 980365, W Sacramento, CA 95798$245,646
Landmark ConstructionConstruction5648 KING ROAD, Loomis, CA 95650$117,768
Revenue and Support

Revenue Composition

Contributions and Grants
$16,604,937
Program Service Revenue
$224,080
Investment Income
$327,412
Other Revenue
$623,015
Change in Net Assets
$3,521,879

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,779,444
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$17,779,444
Total Revenue per Form 990
$17,779,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,407,444
Other Expenses$2,850,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,738,288$1,216,292-$7,954,580
Other Employee Benefits$1,166,520$228,850-$1,395,370
Pension Plan Contributions$922,836$360,718-$1,283,554
Fees for Services Other$679,405$196,473-$875,878
Occupancy$251,175$306,330-$557,505
Current Officers, Directors, Trustees, and Key Employees$449,722$93,115-$542,837
Depreciation Depletion$469,445--$469,445
Payroll Taxes$182,676$48,427-$231,103
Office Expenses$62,091$96,843-$158,934
Information Technology$152,739$395-$153,134
Insurance-$71,453-$71,453
Interest$59,179--$59,179
Travel$39,900$1,154-$41,054
Fees for Services Legal-$20,468-$20,468
Fees for Services Accounting-$15,200-$15,200
Advertising$930$8,800-$9,730
Other Expenses$7,938$1,065-$9,003
Total Functional Expenses$11,534,131$2,723,434$0$14,257,565

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,257,565
Total Expenses per Audited Statements$14,257,565
Total Expenses per Form 990$14,257,565
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$49,309
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 7A

“Natomas unified school district may appoint one board member.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees with authority to act on behalf of the governing body”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

Form 990, Part VI, Section B, Line 15

“The executive director's pay is determined based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the executive director's compensation as a direct action. The officers and key employees' pay is determine based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the officers and key employees' compensation as a direct action.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policy are available on the school's webiste and upon request. Financial statements are made available at board meeting and upon request.”

Filing and Contact Details

Filer

Filer Name
Natomas Charter School
EIN
68-0452992
Phone
9169285353
Address
4600 BLACKROCK DRIVE, SACRAMENTO, CA 95835

Signing Officer

Name
Joe Wood
Title
Executive Director
Phone
9169285353
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Wood
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
245
Volunteers
1,692

Preparer

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

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. The school is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The school files an exempt school return and applicable unrelated business income tax return in the u.s. Federal jurisdiction and with the california franchise tax board.”

Raw XML AppendixShowing 400 of 554 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.

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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0395
IRS990/InformationTechnologyGrp/ProgramServicesAmt0152739
IRS990/InformationTechnologyGrp/TotalAmt0153134
IRS990/InsuranceGrp/ManagementAndGeneralAmt071453
IRS990/InsuranceGrp/TotalAmt071453
IRS990/InterestGrp/ProgramServicesAmt059179
IRS990/InterestGrp/TotalAmt059179
IRS990/InvestmentIncomeGrp/ExclusionAmt0327412
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0327412
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02762297
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010307075
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010538808
IRS990/LandBldgEquipCostOrOtherBssAmt013301105
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03276171
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03184267
IRS990/NetAssetsOrFundBalancesBOYAmt020508472
IRS990/NetAssetsOrFundBalancesEOYAmt024030351
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0306330
IRS990/OccupancyGrp/ProgramServicesAmt0251175
IRS990/OccupancyGrp/TotalAmt0557505
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt096843
IRS990/OfficeExpensesGrp/ProgramServicesAmt062091
IRS990/OfficeExpensesGrp/TotalAmt0158934
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0228850
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01166520
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01395370
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1FIELD TRIPS
IRS990/OtherExpensesGrp/Desc2DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt048357
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17534
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21960
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31065
IRS990/OtherExpensesGrp/ProgramServicesAmt0280563
IRS990/OtherExpensesGrp/ProgramServicesAmt156126
IRS990/OtherExpensesGrp/ProgramServicesAmt214598
IRS990/OtherExpensesGrp/ProgramServicesAmt37938
IRS990/OtherExpensesGrp/TotalAmt0328920
IRS990/OtherExpensesGrp/TotalAmt163660
IRS990/OtherExpensesGrp/TotalAmt216558
IRS990/OtherExpensesGrp/TotalAmt39003
IRS990/OtherLiabilitiesGrp/BOYAmt043482
IRS990/OtherLiabilitiesGrp/EOYAmt049309
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ALL OTHER LOCAL
IRS990/OtherRevenueMiscGrp/Desc1BUSINESS SERVICES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0463015
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1160000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0463015
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1160000
IRS990/OtherRevenueTotalAmt0623015
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01216292
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06738288
IRS990/OtherSalariesAndWagesGrp/TotalAmt07954580
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048427
IRS990/PayrollTaxesGrp/ProgramServicesAmt0182676
IRS990/PayrollTaxesGrp/TotalAmt0231103
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0360718
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0922836
IRS990/PensionPlanContributionsGrp/TotalAmt01283554
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0428938
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0352092
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt090406
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065948
IRS990/PrincipalOfficerNm0JOE WOOD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0224080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0224080
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016207964
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0159610
IRS990/PYOtherExpensesAmt02758666
IRS990/PYOtherRevenueAmt0272788
IRS990/PYProgramServiceRevenueAmt028127
IRS990/PYRevenuesLessExpensesAmt03239783
IRS990/PYSalariesCompEmpBnftPaidAmt010670040
IRS990/PYTotalExpensesAmt013428706
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt016668489
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03521879
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0847095
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013639280
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016800178
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07962447
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01744938
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09707385
IRS990ScheduleD/EquipmentGrp/BookValueAmt0179639
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01017359
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01196998
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt014257565
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01837208
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01837208
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0559514
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0559514
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt049309
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017779444
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. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010538808
IRS990ScheduleD/TotalExpensesPerForm990Amt014257565
IRS990ScheduleD/TotalLiabilityAmt049309
IRS990ScheduleD/TotalRevenuePerForm990Amt017779444
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017779444
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014257565
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/MaintainScholarshipsRecsInd00
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 SCHOOL, NO SCHOLARSHIPS ARE AWARDED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2AS 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/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2FINANCIAL 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/BaseCompensationFilingOrgAmt0174537
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1120018
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt027889
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt126814
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt110200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,095,556
Liabilities
$4,065,205
Net assets
$24,030,351
Revenue
$17,779,444
Expenses
$14,257,565
Net income
$3,521,879
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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