Civic Intelligence

Novato Charter School Foundation

990 • Fiscal year 2016 • EIN 68-0470644

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

Organization ProfileN/A
940 C StreetNovato, CA 94949

(415) 883-4254

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

2.2%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$46,588

Up $1,091 (+2.4%) from 2015

Net Assets

Up

$46,588

Up $1,091 (+2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin42nd percentile

Revenue

Up

$467,383

Up $9,897 (+2.2%) from 2015

Expenses

Up

$466,292

Up $8,452 (+1.8%) from 2015

Net Income

Up

$1,091

Up $1,445 (+408%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2011: $77,865Liabilities 2011: $0Net Assets 2011: $77,8652011Assets 2012: $87,698Liabilities 2012: $0Net Assets 2012: $87,6982012Assets 2013: $40,194Liabilities 2013: $0Net Assets 2013: $40,1942013Assets 2014: $45,851Liabilities 2014: $0Net Assets 2014: $45,8512014Assets 2015: $45,497Liabilities 2015: $0Net Assets 2015: $45,4972015Assets 2016: $46,588Liabilities 2016: $0Net Assets 2016: $46,5882016Assets 2017: $53,565Liabilities 2017: $0Net Assets 2017: $53,5652017Assets 2018: $43,260Liabilities 2018: $0Net Assets 2018: $43,2602018Assets 2019: $75,231Liabilities 2019: $0Net Assets 2019: $75,2312019Assets 2020: $142,490Liabilities 2020: $0Net Assets 2020: $142,4902020Assets 2021: $218,053Liabilities 2021: $0Net Assets 2021: $218,0532021Assets 2022: $524,968Liabilities 2022: $122Net Assets 2022: $524,8462022Assets 2023: $648,765Liabilities 2023: $692Net Assets 2023: $648,0732023Assets 2024: $755,996Liabilities 2024: $848Net Assets 2024: $755,1482024

Highlighted filing

2016

Assets$46,588
Liabilities$0
Net Assets$46,588
Open 2016 Filing

Operations Trend

Revenue Growth53rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $368,995Expenses 2011: $390,408Net Income 2011: -$21,4132011Expenses 2012: $428,0982012Expenses 2013: $508,5962013Revenue 2014: $462,720Expenses 2014: $457,063Net Income 2014: $5,6572014Revenue 2015: $457,486Expenses 2015: $457,840Net Income 2015: -$3542015Revenue 2016: $467,383Expenses 2016: $466,292Net Income 2016: $1,0912016Revenue 2017: $427,312Expenses 2017: $420,335Net Income 2017: $6,9772017Revenue 2018: $315,504Expenses 2018: $317,623Net Income 2018: -$2,1192018Revenue 2019: $345,522Expenses 2019: $310,364Net Income 2019: $35,1582019Revenue 2020: $322,620Expenses 2020: $243,231Net Income 2020: $79,3892020Revenue 2021: $189,431Expenses 2021: $113,417Net Income 2021: $76,0142021Revenue 2022: $340,625Expenses 2022: $21,633Net Income 2022: $318,9922022Revenue 2023: $449,441Expenses 2023: $326,026Net Income 2023: $123,4152023Revenue 2024: $413,383Expenses 2024: $306,308Net Income 2024: $107,0752024

Highlighted filing

2016

Revenue$467,383
Expenses$466,292
Net Income$1,091
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$467,383
Mission and Program Overview

Mission

The foundation's mission is to support novato charter school, a california k-8 public charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$39,543$39,761▲ $218
Savings and Temporary Cash Investments$5,954$4,537▼ $1,417
Total Assets$45,497$46,588▲ $1,091
Other Assets Total-$2,290-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$45,497$46,588▲ $1,091
Total Net Assets Fund Balance$45,497$46,588▲ $1,091
Total Liabilities and Net Assets / Fund Balance$45,497$46,588▲ $1,091
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Elizabeth NielsenPresident
Cyd OrneallasCBO
Jeffrey ErkelensCBO
James NevinMember
Joanna McgeeMember
Kara FoleyMember
Kristen MarchiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$467,383
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$467,383
Change in Net Assets
$1,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$400,000
Other Expenses$66,292
Total Fundraising Expense$40,066
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$400,000--$400,000
Office Expenses-$9,238-$9,238
Other Expenses$2,078$10,910$40,066$2,078
Fees for Services Accounting-$1,900-$1,900
Insurance-$1,231-$1,231
Occupancy-$614-$614
Advertising-$255-$255
Total Functional Expenses$402,078$24,148$40,066$466,292
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Novato Charter SchoolNovato, CA501c3Provide Ann. Support$400,000
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 return is reviewed by the board prior to filing the return.”

Form 990, Page 6, Part VI, Line 19

“The foundation provides its governing documents and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Novato Charter School Foundation
EIN
68-0470644
Phone
4158834254
Address
940 C STREET, NOVATO, CA 94949

Signing Officer

Name
Cyd Orneallas
Title
CBO
Phone
4158834254
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cyd Orneallas
Formed
1995
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Wade Mcmullen CPA
Phone
6268577300
Raw XML Appendix368 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NOVATO CHARTER SCHOOL (THE SCHOOL) - NOVATO CHARTER SCHOOL FOUNDATION DIRECTLY FURTHERS THE SCHOOL'S EXEMPT PURPOSES BY PROVIDING GENERAL AND SPECIFIC FUNDING IN SUPPORT OF THE SCHOOL, INCLUDING FUNDS FOR EDUCATIONAL PROGRAMS, FACILITIES, CAPITAL IMPROVEMENTS, STAFF AND PARENT EDUCATION. NOVATO CHARTER SCHOOL FOUNDATION SOLICITS FUNDS ON BEHALF OF THE SCHOOL IN THE FOLLOWING AREAS: PARENT PLEDGES, CORPORATE SOLICITATIONS, FOUNDATION GRANTS, SPECIAL EVENTS AND OTHER GENERAL FUNDRAISING PROGRAMS THAT BENEFIT THE SCHOOL. THE FOUNDATION ALSO DEPOSITS ALL FUNDS AND KEEPS ALL FINANCIAL RECORDS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING RULES AND PRINCIPALS AND REPORTS TO THE SCHOOL BOARD OF DIRECTORS ON FINANCIAL MATTERS ON A REGULAR BASIS. THROUGHOUT THE TAX YEAR, NOVATO CHARTER SCHOOL FOUNDATION MAINTAINED A RELATIONSHIP WITH THE SCHOOL BY REPORTING FINANCIAL MATTERS TO THE SCHOOL'S BOARD OF DIRECTORS ON A REGULAR BASIS. NOVATO CHARTER SCHOOL FOUNDATION HAS DETERMINED THAT THE ACTIVITIES LISTED ABOVE FOR THE SCHOOL CONSTITUTED SUBSTANTIALLY BASED ON THEIR PURPOSE AND RESOURCES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ACTIVITIES DESCRIBED IN LINE 2A ARE REQUIRED ACTIVITIES THAT NOVATO CHARTERSCHOOL (THE SCHOOL) WOULD HAVE TO ENGAGE IN DUE TO THEIR PURPOSE AND NATURE OF A CHARTER SCHOOL. TO SUCCEED AND ENSURE THAT IT HAS ENOUGH RESOURCES TO BETTER ASSIST THE EDUCATIONAL GROWTH OF STUDENTS AND MAINTANIN PROPER GROWTH AS A SCHOOL, A CHARTER SCHOOL NEEDS TO SOLICIT FUNDS IN THE FOLLOWING AREAS: PARENT PLEDGES, CORPORATE SOLICITATIONS, FOUNDATION GRANTS, SPECIAL EVENTS AND OTHER GENERAL FUNDRAISING PROGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 RETURN IS REVIEWED BY THE BOARD PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PT VII
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NOVATO
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PRIMARY ACTIVITY OF NOVATO CHARTER SCHOOL: CALIFORNIA K-8 CHARTER SCHOOL
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NOVATO CHARTER SCHOOL
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt045497
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0402078
IRS990/TotalFunctionalExpensesGrp/TotalAmt0466292
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046588
IRS990/TotalProgramServiceExpensesAmt0402078
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0467383
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/VotingMembersIndependentCnt05
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CYD ORNEALLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CBO
ReturnHeader/BusinessOfficerGrp/PhoneNum04158834254
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NOVATO CHARTER SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NOVA
ReturnHeader/Filer/EIN0680470644
ReturnHeader/Filer/PhoneNum04158834254
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN CPA
ReturnHeader/ReturnTs02017-05-10T14:15:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,588
Liabilities
$0
Net assets
$46,588
Revenue
$467,383
Expenses
$466,292
Net income
$1,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.56$0.01$7.55$4.13$3.06$1.07
2023Detailed filing. Detailed filing data is available for this year.$6.49$0.01$6.48$4.49$3.26$1.23
2022Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$3.41$0.22$3.19
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$1.89$1.13$0.76
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$3.23$2.43$0.79
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$3.46$3.10$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$3.16$3.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$4.27$4.20$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$4.67$4.66$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$4.57$4.58$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$4.63$4.57$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$5.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$4.28
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$3.69$3.90$0.21