Civic Intelligence

Santa Lucia School

EIN 77-0179533 • 501(c)3 • Templeton, CA

Profile

To provide instruction in elementary education which focuses on holistic philosophies and practices for students through the 8th grade

1460 Plum Orchard LaneTempleton, CA 93465

www.santaluciaschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.43x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.54x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-10%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$524,241

Down $58,465 (-10%) from 2024

Liabilities

Down

$225,001

Down $12,703 (-5.3%) from 2024

Net Assets

Down

$299,240

Down $45,762 (-13%) from 2024

Operations
Liabilities / Revenue87th percentileNet Margin23rd percentile

Revenue

Down

$416,136

Down $208,859 (-33%) from 2024

Expenses

Up

$461,902

Up $11,468 (+2.5%) from 2024

Net Income

Down

-$45,766

Down $220,327 (-126%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $192,925Liabilities 2011: $0Net Assets 2011: $192,9252011Assets 2012: $207,095Liabilities 2012: $0Net Assets 2012: $207,0952012Assets 2013: $599,587Liabilities 2013: $364,476Net Assets 2013: $235,1112013Assets 2014: $600,023Liabilities 2014: $354,029Net Assets 2014: $245,9942014Assets 2015: $601,621Liabilities 2015: $343,373Net Assets 2015: $258,2482015Assets 2016: $607,280Liabilities 2016: $332,500Net Assets 2016: $274,7802016Assets 2017: $600,880Liabilities 2017: $321,410Net Assets 2017: $279,4702017Assets 2018: $597,048Liabilities 2018: $310,094Net Assets 2018: $286,9542018Assets 2019: $504,713Liabilities 2019: $304,895Net Assets 2019: $199,8182019Assets 2020: $546,046Liabilities 2020: $346,405Net Assets 2020: $199,6412020Assets 2021: $560,413Liabilities 2021: $371,080Net Assets 2021: $189,3332021Assets 2022: $546,297Liabilities 2022: $357,447Net Assets 2022: $188,8502022Assets 2023: $517,059Liabilities 2023: $345,748Net Assets 2023: $171,3112023Assets 2024: $582,706Liabilities 2024: $237,704Net Assets 2024: $345,0022024Assets 2025: $524,241Liabilities 2025: $225,001Net Assets 2025: $299,2402025

Highlighted filing

2025

Assets$524,241
Liabilities$225,001
Net Assets$299,240
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $313,681Expenses 2011: $313,662Net Income 2011: $192011Expenses 2012: $310,5832012Expenses 2013: $328,6452013Revenue 2014: $356,930Expenses 2014: $345,948Net Income 2014: $10,9822014Revenue 2015: $374,364Expenses 2015: $361,529Net Income 2015: $12,8352015Revenue 2016: $397,126Expenses 2016: $380,191Net Income 2016: $16,9352016Revenue 2017: $349,781Expenses 2017: $348,055Net Income 2017: $1,7262017Revenue 2018: $380,081Expenses 2018: $372,597Net Income 2018: $7,4842018Revenue 2019: $273,615Expenses 2019: $360,752Net Income 2019: -$87,1372019Revenue 2020: $222,167Expenses 2020: $222,345Net Income 2020: -$1782020Revenue 2021: $169,949Expenses 2021: $180,256Net Income 2021: -$10,3072021Revenue 2022: $287,948Expenses 2022: $288,431Net Income 2022: -$4832022Revenue 2023: $376,978Expenses 2023: $394,517Net Income 2023: -$17,5392023Revenue 2024: $624,995Expenses 2024: $450,434Net Income 2024: $174,5612024Revenue 2025: $416,136Expenses 2025: $461,902Net Income 2025: -$45,7662025

Highlighted filing

2025

Revenue$416,136
Expenses$461,902
Net Income-$45,766
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$524,241
Liabilities
$225,001
Net assets
$299,240
Revenue
$416,136
Expenses
$461,902
Net income
-$45,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.24$2.25$2.99$4.16$4.62$0.46
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$2.38$3.45$6.25$4.50$1.75
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$3.46$1.71$3.77$3.95$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$3.57$1.89$2.88$2.88$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$3.71$1.89$1.70$1.80$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$3.46$2.00$2.22$2.22$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$3.05$2.00$2.74$3.61$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$3.10$2.87$3.80$3.73$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$3.21$2.79$3.50$3.48$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.07$3.33$2.75$3.97$3.80$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.02$3.43$2.58$3.74$3.62$0.13
2014Detailed filing. Detailed filing data is available for this year.$6.00$3.54$2.46$3.57$3.46$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$3.64$2.35$3.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.00$2.07$3.11
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$1.93$3.14$3.14$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$422,483
Mission and Program Overview

Mission

To provide instruction in elementary education which focuses on holistic philosophies and practices for students through the 8th grade.

To provide instruction in elementary education which focuses on holistic philosophies and practices for students up through 8th grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$399,652$387,408▼ $12,244
Cash and Non-Interest-Bearing Accounts$144,717$136,399▼ $8,318
Investments in Publicly Traded Securities$38,337$434▼ $37,903
Total Assets$582,706$524,241▼ $58,465
Liabilities
Mortgage Notes Payable Secured by Investment Property$237,250$224,238▼ $13,012
Accounts Payable and Accrued Expenses$454$763▲ $309
Total Liabilities$237,704$225,001▼ $12,703
Net Assets / Fund Balance
Total Net Assets Fund Balance$345,002$299,240▼ $45,762
Total Liabilities and Net Assets / Fund Balance$582,706$524,241▼ $58,465

Asset Categories

AssetBook ValueDepreciationBasis
Land$250,850-$250,850
Buildings$101,453$49,046$150,499
Other Land Buildings$21,872$24,304$46,176
Leasehold Improvements$12,644$28,866$41,510
Equipment$589$27,661$28,250
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Darcy BradyPresident
Kristina PetitVice President
Erik HormannFacilities
Kelsey KehoeMember at Large
Sage PeraMember at Large
Sarah CardinaliMember at Large
Eric HughesSecretary
Rudy WannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,874
Program Service Revenue
$354,512
Investment Income
$0
Other Revenue
$36,750
All Other Contributions
$24,874
Change in Net Assets
$-45,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$338,252
Other Expenses$101,744
Grants and Similar Amounts Paid$2,369
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$314,342--$314,342
Occupancy$48,734--$48,734
Payroll Taxes$23,910--$23,910
Benefits to Members$19,537--$19,537
Depreciation Depletion-$12,244-$12,244
Insurance$11,733--$11,733
Office Expenses$10,265--$10,265
Advertising$5,498--$5,498
Interest-$4,628-$4,628
Fees for Services Accounting-$3,385-$3,385
Grants to Domestic Individuals$2,369--$2,369
Fees for Services Legal-$2,213-$2,213
Information Technology$908--$908
Fees for Services Other$565--$565
Other Expenses$-50--$-50
Total Functional Expenses$439,432$22,470$0$461,902
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,097
Fundraising Direct Expenses$6,347
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Santa Lucia School
EIN
77-0179533
Phone
8054342217
Address
1460 PLUM ORCHARD LANE, TEMPLETON, CA 93465

Signing Officer

Name
Amy Hormann
Title
School Administrator
Phone
8054342217
Signed
2025-11-10
Discuss with paid preparer
No

Organization Details

Principal Officer
Amy Hormann
Formed
1995
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
H and R Block
Address
4801 EL CAMINO REAL, ATASCADERO, CA 93422
Preparer
William Gallant
Phone
8004725625
Supplemental Narrative

Additional Explanations

Form 990

“All figures inputted directly on forms”

Raw XML Appendix371 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
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Gallant
ReturnHeader/ReturnTs02025-11-10T22:26:36Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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