Civic Intelligence

South Valley Charter School

990 • Fiscal year 2016 • EIN 77-0556891

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization ProfileWWW.CSMH.ORG
9530 Monterey RdMorgan Hill, CA 95037

(408) 463-0618

Siviq Scores

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

Liabilities / Assets

40th percentile

0.10x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

59th percentile

4.8%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

69th percentile

$168,715

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$2,156,701

Up $308,415 (+17%) from 2015

Net Assets

Up

$1,935,680

Up $265,583 (+16%) from 2015

Liabilities

Up

$221,021

Up $42,832 (+24%) from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin59th percentile

Revenue

Up

$5,533,940

Up $750,851 (+16%) from 2015

Expenses

Up

$5,266,903

Up $559,117 (+12%) from 2015

Net Income

Up

$267,037

Up $191,734 (+255%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$30M$20M$10M$0Assets 2010: $1,019,097Liabilities 2010: $464,851Net Assets 2010: $554,2462010Assets 2011: $1,826,171Liabilities 2011: $1,137,736Net Assets 2011: $688,4352011Assets 2012: $1,613,643Liabilities 2012: $432,095Net Assets 2012: $1,181,5482012Assets 2013: $1,618,938Liabilities 2013: $357,996Net Assets 2013: $1,260,9422013Assets 2014: $1,914,569Liabilities 2014: $318,081Net Assets 2014: $1,596,4882014Assets 2015: $1,848,286Liabilities 2015: $178,189Net Assets 2015: $1,670,0972015Assets 2016: $2,156,701Liabilities 2016: $221,021Net Assets 2016: $1,935,6802016Assets 2017: $2,266,383Liabilities 2017: $305,646Net Assets 2017: $1,960,7372017Assets 2018: $2,343,595Liabilities 2018: $351,766Net Assets 2018: $1,991,8292018Assets 2019: $3,901,844Liabilities 2019: $978,513Net Assets 2019: $2,923,3312019Assets 2020: $4,919,071Liabilities 2020: $1,838,289Net Assets 2020: $3,080,7822020Assets 2021: $5,252,968Liabilities 2021: $1,733,804Net Assets 2021: $3,519,1642021Assets 2022: $5,275,539Liabilities 2022: $1,531,291Net Assets 2022: $3,744,2482022Assets 2023: $22,867,864Liabilities 2023: $10,610,325Net Assets 2023: $12,257,5392023Assets 2024: $24,058,914Liabilities 2024: $11,599,463Net Assets 2024: $12,459,4512024

Highlighted filing

2016

Assets$2,156,701
Liabilities$221,021
Net Assets$1,935,680
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

$20M$15M$10M$5.0M$0Expenses 2010: $3,401,5882010Revenue 2011: $3,395,345Expenses 2011: $3,260,689Net Income 2011: $134,6562011Expenses 2012: $3,329,1782012Expenses 2013: $3,706,6412013Revenue 2014: $4,388,220Expenses 2014: $4,050,979Net Income 2014: $337,2412014Revenue 2015: $4,783,089Expenses 2015: $4,707,786Net Income 2015: $75,3032015Revenue 2016: $5,533,940Expenses 2016: $5,266,903Net Income 2016: $267,0372016Revenue 2017: $6,039,701Expenses 2017: $6,014,644Net Income 2017: $25,0572017Revenue 2018: $6,335,848Expenses 2018: $6,304,756Net Income 2018: $31,0922018Revenue 2019: $7,679,348Expenses 2019: $6,747,846Net Income 2019: $931,5022019Revenue 2020: $6,719,505Expenses 2020: $6,562,054Net Income 2020: $157,4512020Revenue 2021: $6,924,813Expenses 2021: $6,486,431Net Income 2021: $438,3822021Revenue 2022: $8,198,938Expenses 2022: $7,909,355Net Income 2022: $289,5832022Revenue 2023: $17,291,166Expenses 2023: $8,777,875Net Income 2023: $8,513,2912023Revenue 2024: $9,301,922Expenses 2024: $9,100,010Net Income 2024: $201,9122024

Highlighted filing

2016

Revenue$5,533,940
Expenses$5,266,903
Net Income$267,037
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$5,533,940
Mission and Program Overview

Mission

To operate a k-8 charter school according to senate bill 1448 and under the laws of the state of california as a non-profit organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$695,298$1,072,518▲ $377,220
Cash and Non-Interest-Bearing Accounts$339,990$393,352▲ $53,362
Pledges and Grants Receivable$542,538$336,828▼ $205,710
Savings and Temporary Cash Investments$193,483$238,593▲ $45,110
Prepaid Expenses and Deferred Charges$76,977$115,410▲ $38,433
Total Assets$1,848,286$2,156,701▲ $308,415
Liabilities
Accounts Payable and Accrued Expenses$166,890$180,171▲ $13,281
Deferred Revenue$11,299$40,850▲ $29,551
Total Liabilities$178,189$221,021▲ $42,832
Net Assets / Fund Balance
Unrestricted Net Assets$1,478,022$1,697,087▲ $219,065
Temporarily Rstr Net Assets$192,075$238,593▲ $46,518
Total Net Assets Fund Balance$1,670,097$1,935,680▲ $265,583
Total Liabilities and Net Assets / Fund Balance$1,848,286$2,156,701▲ $308,415

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,006,908$79,667$1,086,575
Equipment$65,610$39,222$104,832
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paige CisewskiExecutive DiFT$154,342$14,373$168,715
Paige CisewskiExecutive Director-$154,342$14,373$168,715
Eva SwopeDirectorFT$69,061$15,555$84,616
Vivianne BragerSecretaryFT$75,256-$75,256
Mary RoenschCFOPT$50,380-$50,380

Board Members and Trustees

NameTitle
Brian SullivanChairman
Peng LimDirector
Ryan McnamaraDirector
Shawn LarsenDirector
Claude SolanasVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,533,089
Program Service Revenue
$0
Investment Income
$851
Other Revenue
$0
All Other Contributions
$39,415
Change in Net Assets
$267,037

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,533,940
Total Revenue per Audited Statements
$5,533,940
Total Revenue per Form 990
$5,533,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,297,712
Other Expenses$969,191
Total Fundraising Expense$4,519
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,721,674$312,611-$3,034,285
Other Employee Benefits$673,269$88,489-$761,758
Current Officers, Directors, Trustees, and Key Employees$207,318$294,351-$501,669
Information Technology$95,727$10,131-$105,858
Occupancy$54,594--$54,594
Other Expenses$52,338$39,141$4,519$52,338
Depreciation Depletion$40,633--$40,633
Insurance$35,986--$35,986
Office Expenses$30,912--$30,912
Fees for Services Legal-$21,523-$21,523
Travel$10,784--$10,784
Fees for Services Accounting-$7,000-$7,000
Total Functional Expenses$4,489,138$773,246$4,519$5,266,903

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,268,357
Expenses per Audited Statements$5,266,903
Total Expenses per Form 990$5,266,903
Expenses Not Reported on Form 990$1,454
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has parent members”

Form 990, Page 6, Part VI, Line 7A

“Parent members elect members of the governing body and vote on changes to bylaws”

Form 990, Page 6, Part VI, Line 7B

“Certain sections of the bylaws cannot be changed without parent member approval.”

Form 990, Page 6, Part VI, Line 11B

“The tax return was reviewed prior to filing by the cfo, who is a nonvoting member of the board, and e-mailed to board members.”

Form 990, Page 6, Part VI, Line 12C

“An annual board training session educates new board members about the conflict of interest policy and provides a confirmation of the policy for continuing board members. Board members are periodically reminded during board meetings of the policy. In addition, board members file the statement of economic interest - form 700 with santa clara county annually to provide transparency about any potential conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“The cfo develops an annual budget by july 1 of each year which is approved by the board of directors. At the beginning of the year, the board evaluates the performance of the executive director and recommends any salary adjustments based on their assessment of her performance, the approved budget and comparable salary information. Any revisions to salary are communicated to the cfo for implementation.”

Form 990, Page 6, Part VI, Line 15B

“The board of directors evaluates and approves the contract for the chief financial officer annually.”

Form 990, Page 6, Part VI, Line 19

“All governing documents are made available through the school's website and upon request. Audited financial statements, tax returns, and policies are available upon request. Monthly financial information is also availabe to anyone that attends board meetings.”

Filing and Contact Details

Filer

Filer Name
South Valley Charter School
EIN
77-0556891
Phone
4084630618
Address
9530 MONTEREY RD, MORGAN HILL, CA 95037
Doing Business As
Charter School of Morgan Hill

Signing Officer

Name
Paige Cisewski
Title
Executive Director
Phone
4084630618
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paige Cisewski
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
5
Employees
84
Volunteers
250

Preparer

Firm
Chavan & Associates Llp
Address
1475 SARATOGA AVE SUITE 180, SAN JOSE, CA 95129-4951
Preparer
Sheldon Chavan
Phone
4082178749
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Book / tax depreciation difference -1,454 total -1,454”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Book / tax depreciation difference 1,454”

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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt076977
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0115410
IRS990/PrincipalOfficerNm0PAIGE CISEWSKI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04782022
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01067
IRS990/PYOtherExpensesAmt0874179
IRS990/PYRevenuesLessExpensesAmt075303
IRS990/PYSalariesCompEmpBnftPaidAmt03833607
IRS990/PYTotalExpensesAmt04707786
IRS990/PYTotalRevenueAmt04783089
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0267037
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0179909
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0193483
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0238593
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01006908
IRS990ScheduleD/BuildingsGrp/DepreciationAmt079667
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01086575
IRS990ScheduleD/EquipmentGrp/BookValueAmt065610
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039222
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0104832
IRS990ScheduleD/ExpensesNotReportedAmt01454
IRS990ScheduleD/ExpensesSubtotalAmt05266903
IRS990ScheduleD/OtherExpensesIncludedAmt01454
IRS990ScheduleD/RevenueSubtotalAmt05533940
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOOK / TAX DEPRECIATION DIFFERENCE 1,454
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01072518
IRS990ScheduleD/TotalExpensesPerForm990Amt05266903
IRS990ScheduleD/TotalRevenuePerForm990Amt05533940
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05533940
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05268357
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S WEBSITE AND PROVIDED TO PARENTS DURING REGISTRATION AND ORIENTATION. THE SCHOOL'S WEB ADDRESS IS INCLUDED IN ALL BROCHURES, CATALOGS AND OTHER WRITTEN COMMUNICATION THAT GOES OUT TO THE COMMUNITY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE CHARTER SCHOOL RECEIVES FEDERAL AND STATE GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0154342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014373
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAIGE CISEWSKI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0168715
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS PARENT MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARENT MEMBERS ELECT MEMBERS OF THE GOVERNING BODY AND VOTE ON CHANGES TO BYLAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN SECTIONS OF THE BYLAWS CANNOT BE CHANGED WITHOUT PARENT MEMBER APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURN WAS REVIEWED PRIOR TO FILING BY THE CFO, WHO IS A NONVOTING MEMBER OF THE BOARD, AND E-MAILED TO BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN ANNUAL BOARD TRAINING SESSION EDUCATES NEW BOARD MEMBERS ABOUT THE CONFLICT OF INTEREST POLICY AND PROVIDES A CONFIRMATION OF THE POLICY FOR CONTINUING BOARD MEMBERS. BOARD MEMBERS ARE PERIODICALLY REMINDED DURING BOARD MEETINGS OF THE POLICY. IN ADDITION, BOARD MEMBERS FILE THE STATEMENT OF ECONOMIC INTEREST - FORM 700 WITH SANTA CLARA COUNTY ANNUALLY TO PROVIDE TRANSPARENCY ABOUT ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CFO DEVELOPS AN ANNUAL BUDGET BY JULY 1 OF EACH YEAR WHICH IS APPROVED BY THE BOARD OF DIRECTORS. AT THE BEGINNING OF THE YEAR, THE BOARD EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND RECOMMENDS ANY SALARY ADJUSTMENTS BASED ON THEIR ASSESSMENT OF HER PERFORMANCE, THE APPROVED BUDGET AND COMPARABLE SALARY INFORMATION. ANY REVISIONS TO SALARY ARE COMMUNICATED TO THE CFO FOR IMPLEMENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS EVALUATES AND APPROVES THE CONTRACT FOR THE CHIEF FINANCIAL OFFICER ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE THROUGH THE SCHOOL'S WEBSITE AND UPON REQUEST. AUDITED FINANCIAL STATEMENTS, TAX RETURNS, AND POLICIES ARE AVAILABLE UPON REQUEST. MONTHLY FINANCIAL INFORMATION IS ALSO AVAILABE TO ANYONE THAT ATTENDS BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOK / TAX DEPRECIATION DIFFERENCE -1,454 TOTAL -1,454
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CHARTER SCHOOL OF MORGAN HILL FOUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0460905894
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09530 MONTEREY ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MORGAN HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095037
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0179909
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CHARTER SCHOOL OF MORGAN HILL FOUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0192075
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0238593
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01848286
IRS990/TotalAssetsEOYAmt02156701
IRS990/TotalAssetsGrp/BOYAmt01848286
IRS990/TotalAssetsGrp/EOYAmt02156701
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt05533089
IRS990/TotalEmployeeCnt084
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04519
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0773246
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04489138
IRS990/TotalFunctionalExpensesGrp/TotalAmt05266903
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0178189
IRS990/TotalLiabilitiesEOYAmt0221021
IRS990/TotalLiabilitiesGrp/BOYAmt0178189
IRS990/TotalLiabilitiesGrp/EOYAmt0221021
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01670097
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01935680
IRS990/TotalOtherCompensationAmt029928
IRS990/TotalProgramServiceExpensesAmt04489138
IRS990/TotalReportableCompFromOrgAmt0349039

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,156,701
Liabilities
$221,021
Net assets
$1,935,680
Revenue
$5,533,940
Expenses
$5,266,903
Net income
$267,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.1$11.6$12.5$9.30$9.10$0.20
2023Detailed filing. Detailed filing data is available for this year.$22.9$10.6$12.3$17.3$8.78$8.51
2022Detailed filing. Detailed filing data is available for this year.$5.28$1.53$3.74$8.20$7.91$0.29
2021Detailed filing. Detailed filing data is available for this year.$5.25$1.73$3.52$6.92$6.49$0.44
2020Detailed filing. Detailed filing data is available for this year.$4.92$1.84$3.08$6.72$6.56$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.98$2.92$7.68$6.75$0.93
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.35$1.99$6.34$6.30$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.31$1.96$6.04$6.01$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.22$1.94$5.53$5.27$0.27
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.18$1.67$4.78$4.71$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.32$1.60$4.39$4.05$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.36$1.26$3.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.43$1.18$3.33
2011Summary only. Only limited summary data is available for this year.$1.83$1.14$0.69$3.40$3.26$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.46$0.55$3.40