Civic Intelligence

Santa Lucia School

990 • Fiscal year 2020 • EIN 77-0179533

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

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

88th percentile

0.63x

Higher debt load relative to assets than 88% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

1.56x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

37th percentile

-0.1%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

54th percentile

8.2%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-19%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$546,046

Up $41,333 (+8.2%) from 2019

Net Assets

Down

$199,641

Down $177 (-0.1%) from 2019

Liabilities

Up

$346,405

Up $41,510 (+14%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin37th percentile

Revenue

Down

$222,167

Down $51,448 (-19%) from 2019

Expenses

Down

$222,345

Down $138,407 (-38%) from 2019

Net Income

Up

-$178

Up $86,959 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$546,046
Liabilities$346,405
Net Assets$199,641
Open 2020 Filing

Operations Trend

Revenue Growth28th 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

2020

Revenue$222,167
Expenses$222,345
Net Income-$178
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.1
Gross Receipts
$231,456
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 teh 8th grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$396,292$390,887▼ $5,405
Cash and Non-Interest-Bearing Accounts$26,914$107,046▲ $80,132
Investments in Publicly Traded Securities$50,178$27,595▼ $22,583
Savings and Temporary Cash Investments$31,329$22,058▼ $9,271
Accounts Receivable-$-1,540-
Total Assets$504,713$546,046▲ $41,333
Liabilities
Mortgage Notes Payable Secured by Investment Property$304,895$346,405▲ $41,510
Total Liabilities$304,895$346,405▲ $41,510
Net Assets / Fund Balance
Total Net Assets Fund Balance$199,818$199,641▼ $177
Total Liabilities and Net Assets / Fund Balance$504,713$546,046▲ $41,333

Asset Categories

AssetBook ValueDepreciationBasis
Land$250,850-$250,850
Buildings$120,748$29,751$150,499
Leasehold Improvements$15,086$26,424$41,510
Equipment$1,473$26,777$28,250
Other Land Buildings$2,730$10,988$13,718
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Casey PeraPresident
Jeff WatsonVice President
Stacy BurkCommunity Liaison
Ernie ValenzuelaFacilities
Darcy BradyFundraising
Jeff WatsonInterim Treasurer
Lindsay PeraMember at Large
Sue GiblerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$31,424
Program Service Revenue
$188,598
Investment Income
$2,539
Other Revenue
$-394
All Other Contributions
$31,424
Change in Net Assets
$-178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$176,993
Other Expenses$39,777
Grants and Similar Amounts Paid$5,575
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$162,080--$162,080
Payroll Taxes$14,913--$14,913
Insurance$8,875--$8,875
Interest-$5,868-$5,868
Occupancy$5,596--$5,596
Grants to Domestic Individuals$5,575--$5,575
Depreciation Depletion-$5,405-$5,405
All Other Expenses$4,668$556-$5,224
Fees for Services Accounting-$1,750-$1,750
Fees for Services Other$1,050--$1,050
Office Expenses-$979-$979
Other Expenses$85--$85
Advertising$60--$60
Total Functional Expenses$207,787$14,558$0$222,345
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,289
Fundraising Gross Income$8,895
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
Jeff Watson
Title
Vice President
Phone
8054342217
Signed
2021-05-10
Discuss with paid preparer
No

Organization Details

Principal Officer
Jeff Watson
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
Supplemental Narrative

Additional Explanations

Other Adjustments Part XI Line 9

“ROUNDING $1”

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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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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROUNDING $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0OTHER ADJUSTMENTS PART XI LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0504713
IRS990/TotalAssetsEOYAmt0546046
IRS990/TotalAssetsGrp/BOYAmt0504713
IRS990/TotalAssetsGrp/EOYAmt0546046
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt031424
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0207787
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222345
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0304895
IRS990/TotalLiabilitiesEOYAmt0346405
IRS990/TotalLiabilitiesGrp/BOYAmt0304895
IRS990/TotalLiabilitiesGrp/EOYAmt0346405
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0199818
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0199641
IRS990/TotalProgramServiceRevenueAmt0188598
IRS990/TotalRevenueGrp/ExclusionAmt02145
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0188598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0222167
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0504713
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0546046
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08054342217
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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/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/PreparationDt02021-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM GALLANT
ReturnHeader/ReturnTs02021-05-15T16:57:41Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$546,046
Liabilities
$346,405
Net assets
$199,641
Revenue
$222,167
Expenses
$222,345
Net income
-$178
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
2020Detailed filing. Detailed filing data is available for this year.$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