Civic Intelligence

Santa Lucia School

990 • Fiscal year 2018 • EIN 77-0179533

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

Organization ProfileWWW.SANTALUCIASCHOOL.ORG
1460 Plum Orchard LaneTempleton, CA 93465

(805) 434-2217

Siviq Scores

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

Liabilities / Assets

85th percentile

0.52x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.82x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

46th percentile

2.0%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

42nd percentile

-0.6%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

8.7%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$597,048

Down $3,832 (-0.6%) from 2017

Net Assets

Up

$286,954

Up $7,484 (+2.7%) from 2017

Liabilities

Down

$310,094

Down $11,316 (-3.5%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin46th percentile

Revenue

Up

$380,081

Up $30,300 (+8.7%) from 2017

Expenses

Up

$372,597

Up $24,542 (+7.1%) from 2017

Net Income

Up

$7,484

Up $5,758 (+334%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2018

Assets$597,048
Liabilities$310,094
Net Assets$286,954
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$380,081
Expenses$372,597
Net Income$7,484
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.3
Gross Receipts
$392,035
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 through the 8th grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$408,693$401,873▼ $6,820
Cash and Non-Interest-Bearing Accounts$115,775$116,877▲ $1,102
Investments in Publicly Traded Securities$42,605$47,078▲ $4,473
Savings and Temporary Cash Investments$33,807$31,220▼ $2,587
Total Assets$600,880$597,048▼ $3,832
Liabilities
Mortgage Notes Payable Secured by Investment Property$321,409$310,094▼ $11,315
Other Liabilities$1--
Total Liabilities$321,410$310,094▼ $11,316
Net Assets / Fund Balance
Unrestricted Net Assets$279,470$286,954▲ $7,484
Total Net Assets Fund Balance$279,470$286,954▲ $7,484
Total Liabilities and Net Assets / Fund Balance$600,880$597,048▼ $3,832

Asset Categories

AssetBook ValueDepreciationBasis
Land$250,850-$250,850
Buildings$128,466$22,033$150,499
Leasehold Improvements$15,893$25,617$41,510
Equipment$2,726$25,524$28,250
Other Land Buildings$3,938$9,780$13,718
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Nancy CohnPresident
Jeff WatsonVice President
John FlanaganFacilities
Lindsay PeraFundraising
Stacy BurkeSecretary
Heather SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,209
Program Service Revenue
$337,376
Investment Income
$4,606
Other Revenue
$22,890
All Other Contributions
$15,209
Change in Net Assets
$7,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$284,071
Other Expenses$88,208
Grants and Similar Amounts Paid$318
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$256,295--$256,295
Insurance$17,593--$17,593
Payroll Taxes$16,456--$16,456
Other Employee Benefits$11,320--$11,320
All Other Expenses$8,037$1,109-$9,146
Occupancy$8,837--$8,837
Fees for Services Other$8,000--$8,000
Depreciation Depletion-$6,820-$6,820
Interest-$6,325-$6,325
Fees for Services Accounting-$3,266-$3,266
Office Expenses-$1,898-$1,898
Fees for Services Legal$1,170--$1,170
Advertising$500--$500
Other Expenses$351--$351
Grants to Domestic Individuals---$318
Conferences and Meetings---$100
Information Technology-$85-$85
Total Functional Expenses$352,676$19,503$0$372,597
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,844
Fundraising Direct Expenses$11,954
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 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

Governance Explanations

Part VI Line 11B

“Treasurer and accountant review return before it is filed”

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
Vallar Wahba
Title
Treasurer
Phone
8054342217
Signed
2019-05-09
Discuss with paid preparer
No

Organization Details

Principal Officer
Vallar Wahba
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
8054660490
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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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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER AND ACCOUNTANT REVIEW RETURN BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI LINE 11B
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0600880
IRS990/TotalAssetsEOYAmt0597048
IRS990/TotalAssetsGrp/BOYAmt0600880
IRS990/TotalAssetsGrp/EOYAmt0597048
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015209
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019503
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0352676
IRS990/TotalFunctionalExpensesGrp/TotalAmt0372597
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0321410
IRS990/TotalLiabilitiesEOYAmt0310094
IRS990/TotalLiabilitiesGrp/BOYAmt0321410
IRS990/TotalLiabilitiesGrp/EOYAmt0310094
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0279470
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0286954
IRS990/TotalProgramServiceRevenueAmt0337376
IRS990/TotalRevenueGrp/ExclusionAmt027496
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0337376
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0380081
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0600880
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0597048
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0279470
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0286954
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01460 PLUM ORCHARD LANE
IRS990/USAddress/CityNm0Templeton
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093465
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SANTALUCIASCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0VALLAR WAHBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08054342217
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA LUCIA SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770179533
ReturnHeader/Filer/PhoneNum08054342217
ReturnHeader/Filer/USAddress/AddressLine1Txt01460 PLUM ORCHARD LANE
ReturnHeader/Filer/USAddress/CityNm0TEMPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093465
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F3859D14B01A38DC37D8922BDFF33D8B5AA74D86
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3859D14B01A38DC37D8922BDFF33D8B5AA74D86
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.87.65.112
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTm014:00:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770417452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 EL CAMINO REAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054660490
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM GALLANT
ReturnHeader/ReturnTs02019-05-10T03:11:47Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$597,048
Liabilities
$310,094
Net assets
$286,954
Revenue
$380,081
Expenses
$372,597
Net income
$7,484
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
2018Detailed filing. Detailed filing data is available for this year.$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