Civic Intelligence

Novato Charter School Foundation

990 • Fiscal year 2019 • EIN 68-0470644

Jul 01, 2018 to Jun 30, 2019 • Filed on May 06, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

74%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.5%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$75,231

Up $31,971 (+74%) from 2018

Net Assets

Up

$75,231

Up $31,971 (+74%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$345,522

Up $30,018 (+9.5%) from 2018

Expenses

Down

$310,364

Down $7,259 (-2.3%) from 2018

Net Income

Up

$35,158

Up $37,277 (+1759%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$75,231
Liabilities$0
Net Assets$75,231

Operations Trend

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

2019

Revenue$345,522
Expenses$310,364
Net Income$35,158
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 6, 2020
Return Version
2018v3.1
Gross Receipts
$383,867
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,628$39,256▲ $27,628
Pledges and Grants Receivable$29,632$33,975▲ $4,343
Prepaid Expenses and Deferred Charges$2,000$2,000→ $0
Total Assets$43,260$75,231▲ $31,971
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$43,260$75,231▲ $31,971
Total Net Assets Fund Balance$43,260$75,231▲ $31,971
Total Liabilities and Net Assets / Fund Balance$43,260$75,231▲ $31,971
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristin ManchiPresident
Bruce KirstenMember
Elizabeth OkuMember
Tara RileyMember
Revenue and Support

Revenue Composition

Contributions and Grants
$318,577
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$26,945
All Other Contributions
$255,162
Change in Net Assets
$35,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$301,000
Other Expenses$9,335
Total Fundraising Expense$6,897
Professional Fundraising Fees$29
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$301,000--$301,000
Other Expenses--$6,102$6,102
Insurance-$1,267-$1,267
Fees for Services Accounting-$1,200-$1,200
Office Expenses--$766$766
Fees for Services Professional Fundraising--$29$29
Total Functional Expenses$301,000$2,467$6,897$310,364
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Novato Charter SchoolNovato, CA501c3Provide Ann. Support$301,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,415
Fundraising Direct Expenses$38,345
Professional Fundraising Fees$29

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Enchanted Garden Event$116,930$58,465$14,382$44,083
GRANDPARENT'S DAY$9,900$4,950$1,113$3,837
Total Events$126,830$63,415$38,345$25,070
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The staff of novato charter school support the operations of the foundation

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

No committees have the authority to act on behalf of the governing body.

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

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

Form 990, Part VI, Section C, 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
April Jackson
Title
Operations Manager
Phone
4158834254
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
April Jackson
Formed
1995
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
35

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

Net assets reconciliation adjustment -3,187.

Raw XML Appendix399 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S MISSION IS TO SUPPORT NOVATO CHARTER SCHOOL, A CALIFORNIAK-8 PUBLIC CHARTER SCHOOL.
IRS990/AllOtherContributionsAmt0255162
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAURELLE ANSPACH
IRS990/BooksInCareOfDetail/PhoneNum04158834254
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0940 C STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NOVATO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094949
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt011628
IRS990/CashNonInterestBearingGrp/EOYAmt039256
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt063415
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0318577
IRS990/CYGrantsAndSimilarPaidAmt0301000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt09335
IRS990/CYOtherRevenueAmt026945
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt035158
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0310364
IRS990/CYTotalFundraisingExpenseAmt06897
IRS990/CYTotalProfFndrsngExpnsAmt029
IRS990/CYTotalRevenueAmt0345522
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0CHARTER SCHOOL PROGRAMS: GENERAL AND SPECIFIC PROGRAM SUPPORT INCLUDING GENERAL BUDGET SUPPORT, FACILITIES AND GROUNDS IMPROVEMENTS, COMPUTER LAB, SPECIFIC PROGRAMS SUPPORT SUCH AS SPANISH AND GARDENING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0301000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/FeesForServicesProfFundraising/FundraisingAmt029
IRS990/FeesForServicesProfFundraising/TotalAmt029
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0KRISTIN MANCHI
IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE KIRSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm2TARA RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH OKU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt063415
IRS990/FundraisingDirectExpensesAmt038345
IRS990/FundraisingGrossIncomeAmt063415
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0301000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0301000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0301000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0383867
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01267
IRS990/InsuranceGrp/TotalAmt01267
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO SUPPORT NOVATO CHARTER SCHOOL, A CALIFORNIA K-8 PUBLIC CHARTER SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt043260
IRS990/NetAssetsOrFundBalancesEOYAmt075231
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt025070
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt025070
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0766
IRS990/OfficeExpensesGrp/TotalAmt0766
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3187
IRS990/OtherExpensesGrp/Desc0CREDIT CARDS FEES
IRS990/OtherExpensesGrp/FundraisingAmt06102
IRS990/OtherExpensesGrp/TotalAmt06102
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01875
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01875
IRS990/OtherRevenueTotalAmt01875
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt029632
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt033975
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02000
IRS990/PrincipalOfficerNm0APRIL JACKSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0287033
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0302500
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt015123
IRS990/PYOtherRevenueAmt028471
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2119
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0317623
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0315504
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt035158
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
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 MAINTAIN 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0562609145
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0301000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NOVATO CHARTER SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0301000
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
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt063415
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt058465
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04950
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038345
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ENCHANTED GARDEN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GRANDPARENT'S DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0116930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0126830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063415
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025070
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015495
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014382
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01113
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt021696
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0304
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022000
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0301000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE ANN. SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NOVATO CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0562609145
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0940 C STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NOVATO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094949
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE STAFF OF NOVATO CHARTER SCHOOL SUPPORT THE OPERATIONS OF THE FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 RETURN IS REVIEWED BY THE BOARD PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET ASSETS RECONCILIATION ADJUSTMENT -3,187.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NOVATO CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0562609145
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0940 C STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NOVATO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094949
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt043260
IRS990/TotalAssetsEOYAmt075231
IRS990/TotalAssetsGrp/BOYAmt043260
IRS990/TotalAssetsGrp/EOYAmt075231
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0318577
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06897
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02467
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0301000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0310364
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt043260
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt075231
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0301000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025070
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01875
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0345522
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt043260
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt075231
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt043260
IRS990/UnrestrictedNetAssetsGrp/EOYAmt075231
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0940 C STREET
IRS990/USAddress/CityNm0NOVATO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094949
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OPERATIONS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04158834254
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NOVATO CHARTER SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NOVA
ReturnHeader/Filer/EIN0680470644
ReturnHeader/Filer/PhoneNum04158834254
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 C STREET
ReturnHeader/Filer/USAddress/CityNm0NOVATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094949
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09306CE4EC5387BBE0B3596319F32902CB97D3771
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-05-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:23:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN
ReturnHeader/ReturnTs02020-05-11T16:35:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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