Civic Intelligence

Bellevue Santa Fe Charter School Inc.

990 • Fiscal year 2015 • EIN 77-0423073

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 22, 2016

Organization ProfileWWW.BSFCS.ORG
1401 San Luis Bay DrSan Luis Obispo, CA 93405-8003

(805) 595-7169

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

87th percentile

$175,082

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

0.4%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$932,468

Up $132,467 (+17%) from 2014

Net Assets

Up

$919,189

Up $175,863 (+24%) from 2014

Liabilities

Down

$13,279

Down $43,396 (-77%) from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin70th percentile

Revenue

Up

$1,484,884

Up $5,569 (+0.4%) from 2014

Expenses

Up

$1,309,021

Up $119,478 (+10%) from 2014

Net Income

Down

$175,863

Down $113,909 (-39%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $367,665Liabilities 2010: $26,385Net Assets 2010: $341,2802010Assets 2011: $399,392Liabilities 2011: $20,149Net Assets 2011: $379,2432011Assets 2012: $482,502Liabilities 2012: $33,045Net Assets 2012: $449,4572012Assets 2013: $522,141Liabilities 2013: $52,712Net Assets 2013: $469,4292013Assets 2014: $800,001Liabilities 2014: $56,675Net Assets 2014: $743,3262014Assets 2015: $932,468Liabilities 2015: $13,279Net Assets 2015: $919,1892015Assets 2016: $1,033,951Liabilities 2016: $27,213Net Assets 2016: $1,006,7382016Assets 2017: $769,123Liabilities 2017: $15,517Net Assets 2017: $753,6062017Assets 2018: $550,850Liabilities 2018: $6,052Net Assets 2018: $544,7982018Assets 2019: $749,132Liabilities 2019: $55,297Net Assets 2019: $693,8352019Assets 2020: $890,015Liabilities 2020: $29,152Net Assets 2020: $860,8632020Assets 2021: $1,042,907Liabilities 2021: $136,372Net Assets 2021: $906,5352021Assets 2022: $1,086,443Liabilities 2022: $223,617Net Assets 2022: $862,8262022Assets 2023: $1,573,355Liabilities 2023: $180,630Net Assets 2023: $1,392,7252023Assets 2024: $1,652,227Liabilities 2024: $340,028Net Assets 2024: $1,312,1992024Assets 2025: $1,325,513Liabilities 2025: $228,737Net Assets 2025: $1,096,7762025

Highlighted filing

2015

Assets$932,468
Liabilities$13,279
Net Assets$919,189
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $909,8932010Revenue 2011: $999,834Expenses 2011: $961,871Net Income 2011: $37,9632011Expenses 2012: $963,1002012Expenses 2013: $1,080,8672013Revenue 2014: $1,479,315Expenses 2014: $1,189,543Net Income 2014: $289,7722014Revenue 2015: $1,484,884Expenses 2015: $1,309,021Net Income 2015: $175,8632015Revenue 2016: $1,787,859Expenses 2016: $1,700,310Net Income 2016: $87,5492016Revenue 2017: $1,759,502Expenses 2017: $2,012,634Net Income 2017: -$253,1322017Revenue 2018: $1,777,469Expenses 2018: $1,986,277Net Income 2018: -$208,8082018Revenue 2019: $2,103,109Expenses 2019: $1,954,072Net Income 2019: $149,0372019Revenue 2020: $1,995,957Expenses 2020: $1,828,929Net Income 2020: $167,0282020Revenue 2021: $1,861,283Expenses 2021: $1,815,611Net Income 2021: $45,6722021Revenue 2022: $1,947,926Expenses 2022: $1,991,635Net Income 2022: -$43,7092022Revenue 2023: $2,517,584Expenses 2023: $1,987,685Net Income 2023: $529,8992023Revenue 2024: $2,349,318Expenses 2024: $2,429,844Net Income 2024: -$80,5262024Revenue 2025: $2,489,019Expenses 2025: $2,704,442Net Income 2025: -$215,4232025

Highlighted filing

2015

Revenue$1,484,884
Expenses$1,309,021
Net Income$175,863
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$1,500,431
Mission and Program Overview

Mission

Bellevue santa fe charter school is a school of choice which serves kindergarten to sixth grade students from avila valley and surrounding areas. Bellevue-santa fe charter school strives to create a safe, supportive, inspiring, and challenging school environment where learning is optimized for every child.

Operate a public elementary charter school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$544,740$776,605▲ $231,865
Land, Buildings, and Equipment, Net$68,453$123,230▲ $54,777
Accounts Receivable$185,983$31,133▼ $154,850
Prepaid Expenses and Deferred Charges$825$1,500▲ $675
Total Assets$800,001$932,468▲ $132,467
Liabilities
Accounts Payable and Accrued Expenses$56,675$13,279▼ $43,396
Total Liabilities$56,675$13,279▼ $43,396
Net Assets / Fund Balance
Unrestricted Net Assets$743,326$919,189▲ $175,863
Total Net Assets Fund Balance$743,326$919,189▲ $175,863
Total Liabilities and Net Assets / Fund Balance$800,001$932,468▲ $132,467

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$123,230$2,302$125,532
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian GetzPrincipalFT$157,082$18,000$175,082
Kevin AshworthSecretary/instructorFT$80,603$7,500$88,103
Jennifer JarvisMember/instructorFT$24,024-$24,024

Board Members and Trustees

NameTitle
Marc LebedPresident
Kathleen SchroederMember
Sarah DiggsMember
Cheryl KotlarekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,469,813
Program Service Revenue
$0
Investment Income
$15,071
Other Revenue
$0
All Other Contributions
$146,843
Change in Net Assets
$175,863

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,484,884
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$15,547
Total Revenue per Audited Statements
$1,500,431
Total Revenue per Form 990
$1,484,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,044,297
Other Expenses$264,724
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$526,476$62,004-$588,480
Current Officers, Directors, Trustees, and Key Employees$271,747--$271,747
Other Employee Benefits$83,079$9,712-$92,791
Payroll Taxes$82,648$8,631-$91,279
Occupancy-$38,060-$38,060
Other Expenses$33,249$35,375-$33,249
All Other Expenses$11,830$5,220-$17,050
Fees for Services Accounting-$14,766-$14,766
Office Expenses-$4,999-$4,999
Travel-$4,661-$4,661
Insurance-$4,633-$4,633
Fees for Services Legal-$3,167-$3,167
Depreciation Depletion$1,093--$1,093
Total Functional Expenses$1,117,793$191,228$0$1,309,021

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,324,568
Expenses per Audited Statements$1,309,021
Total Expenses per Form 990$1,309,021
Expenses Not Reported on Form 990$15,547
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,547
Fundraising Gross Income$15,547
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Pledge Driv$16,345---
Auction$54,953$15,547$13,281$2,266
Total Events$71,298$15,547$15,547$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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of the return will be provided by mail or e mail to all board members before the filing of the return”

Form 990, Part VI, Section B, Line 12C

“Board annually discloses any possible conflicts, which are monitored and if a conflict arises the board member is asked to excuse himself or herself from all discussions or voting on the issue.”

Form 990, Part VI, Section B, Line 15

“Compensation is determined by the executive committee of the governing board after using comparable data to set the salary range. The board then approves the salary”

Form 990, Part VI, Section C, Line 19

“Documents available upon request at the business address during normal business hours”

Filing and Contact Details

Filer

Filer Name
Bellevue-santa Fe Charter School Inc
EIN
77-0423073
Phone
8055957169
Address
1401 SAN LUIS BAY DR, SAN LUIS OBISPO, CA 93405-8003

Signing Officer

Name
Brian Getz
Title
Principal
Phone
8055957169
Signed
2016-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Getz
Formed
1996
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
18
Volunteers
100

Preparer

Firm
Vavrinektrineday & Co Llp
Address
10681 FOOTHILL BLVD SUITE 300, RANCHO CUCAMONGA, CA 91730
Preparer
Matthew S Miller
Phone
9094664410
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The charter school has adopted financial accounting standards board (fasb) accounting standards codification (asc) topic 740, that clarifies the accounting for uncertainty in tax positions taken or expected to be taken on a tax return and provides that the tax effects from uncertain tax position can be recognized in the financial statements only if, based on its merits, the position is more likely than not to be sustained on audit by the taxing authorities. Management believes that all tax positions taken to date are highly certain, and, accordingly, no accounting adjustment has been made to the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special events- direct expense 15,547.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special events- direct expense 15,547.”

Raw XML AppendixShowing 400 of 432 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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IRS990/MissionDesc0BELLEVUE SANTA FE CHARTER SCHOOL IS A SCHOOL OF CHOICE WHICH SERVES KINDERGARTEN TO SIXTH GRADE STUDENTS FROM AVILA VALLEY AND SURROUNDING AREAS. BELLEVUE-SANTA FE CHARTER SCHOOL STRIVES TO CREATE A SAFE, SUPPORTIVE, INSPIRING, AND CHALLENGING SCHOOL ENVIRONMENT WHERE LEARNING IS OPTIMIZED FOR EVERY CHILD.
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0544740
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0776605
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleD/BuildingsGrp/BookValueAmt0123230
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02302
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0125532
IRS990ScheduleD/ExpensesNotReportedAmt015547
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01309021
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt015547
IRS990ScheduleD/OtherRevenueAmt015547
IRS990ScheduleD/RevenueNotReportedAmt015547
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01484884
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CHARTER SCHOOL HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN AND PROVIDES THAT THE TAX EFFECTS FROM UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF, BASED ON ITS MERITS, THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN TO DATE ARE HIGHLY CERTAIN, AND, ACCORDINGLY, NO ACCOUNTING ADJUSTMENT HAS BEEN MADE TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS- DIRECT EXPENSE 15,547.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS- DIRECT EXPENSE 15,547.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0123230
IRS990ScheduleD/TotalExpensesPerForm990Amt01309021
IRS990ScheduleD/TotalRevenuePerForm990Amt01484884
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01500431
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01324568
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED IN NEWSPAPER ANNOUNCEMENTS
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE IS OFFERED
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES CALIFORNIA STATE APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE AND OTHER FEDERAL AND STATE EDUCATIONAL GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt055751
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt039406
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt016345
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015547
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL PLEDGE DRIV
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02266
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015547
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013281
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013281
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0157082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRIAN GETZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRINCIPAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0175082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN WILL BE PROVIDED BY MAIL OR E MAIL TO ALL BOARD MEMBERS BEFORE THE FILING OF THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD ANNUALLY DISCLOSES ANY POSSIBLE CONFLICTS, WHICH ARE MONITORED AND IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF OR HERSELF FROM ALL DISCUSSIONS OR VOTING ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD AFTER USING COMPARABLE DATA TO SET THE SALARY RANGE. THE BOARD THEN APPROVES THE SALARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0800001
IRS990/TotalAssetsEOYAmt0932468
IRS990/TotalAssetsGrp/BOYAmt0800001
IRS990/TotalAssetsGrp/EOYAmt0932468
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01469813
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0191228
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01117793
IRS990/TotalFunctionalExpensesGrp/TotalAmt01309021
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056675
IRS990/TotalLiabilitiesEOYAmt013279
IRS990/TotalLiabilitiesGrp/BOYAmt056675
IRS990/TotalLiabilitiesGrp/EOYAmt013279
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0743326
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0919189
IRS990/TotalOtherCompensationAmt025500
IRS990/TotalProgramServiceExpensesAmt01117793
IRS990/TotalReportableCompFromOrgAmt0261709
IRS990/TotalRevenueGrp/ExclusionAmt015071
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01484884
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0800001
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0932468
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04661
IRS990/TravelGrp/TotalAmt04661
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0743326
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0919189
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01401 SAN LUIS BAY DR
IRS990/USAddress/CityNm0SAN LUIS OBISPO
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$932,468
Liabilities
$13,279
Net assets
$919,189
Revenue
$1,484,884
Expenses
$1,309,021
Net income
$175,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.23$1.10$2.49$2.70$0.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.34$1.31$2.35$2.43$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.18$1.39$2.52$1.99$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.22$0.86$1.95$1.99$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.14$0.91$1.86$1.82$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.03$0.86$2.00$1.83$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.06$0.69$2.10$1.95$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.01$0.54$1.78$1.99$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.02$0.75$1.76$2.01$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.01$1.79$1.70$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$1.48$1.31$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.06$0.74$1.48$1.19$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.05$0.47$1.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.03$0.45$0.96
2011Summary only. Only limited summary data is available for this year.$0.40$0.02$0.38$1.00$0.96$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.03$0.34$0.91