Civic Intelligence

South Valley Charter School

990 • Fiscal year 2020 • EIN 77-0556891

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2020

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

68th percentile

0.37x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.27x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

45th percentile

2.3%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$209,622

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-12%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$4,919,071

Up $1,017,227 (+26%) from 2019

Net Assets

Up

$3,080,782

Up $157,451 (+5.4%) from 2019

Liabilities

Up

$1,838,289

Up $859,776 (+88%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$6,719,505

Down $959,843 (-12%) from 2019

Expenses

Down

$6,562,054

Down $185,792 (-2.8%) from 2019

Net Income

Down

$157,451

Down $774,051 (-83%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2020

Assets$4,919,071
Liabilities$1,838,289
Net Assets$3,080,782
Open 2020 Filing

Operations Trend

Revenue Growth26th 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

2020

Revenue$6,719,505
Expenses$6,562,054
Net Income$157,451
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2020
Return Version
2019v5.0
Gross Receipts
$6,719,505
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
Cash and Non-Interest-Bearing Accounts$1,850,501$2,913,812▲ $1,063,311
Land, Buildings, and Equipment, Net$1,142,401$1,102,618▼ $39,783
Pledges and Grants Receivable$578,162$571,265▼ $6,897
Savings and Temporary Cash Investments$202,741$202,745▲ $4
Prepaid Expenses and Deferred Charges$128,039$128,631▲ $592
Total Assets$3,901,844$4,919,071▲ $1,017,227
Liabilities
Other Liabilities$689,971$1,463,721▲ $773,750
Accounts Payable and Accrued Expenses$263,843$373,845▲ $110,002
Deferred Revenue$24,699$723▼ $23,976
Total Liabilities$978,513$1,838,289▲ $859,776
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,106,440$2,310,612▲ $204,172
Net Assets With Donor Restrictions$816,891$770,170▼ $46,721
Total Net Assets Fund Balance$2,923,331$3,080,782▲ $157,451
Total Liabilities and Net Assets / Fund Balance$3,901,844$4,919,071▲ $1,017,227

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$868,644$227,396$1,096,040
Equipment$193,476$138,173$331,649
Other Land Buildings$40,498$5,605$46,103
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paige CisewskiExecutive DiFT$181,182$28,440$209,622
Paige CisewskiExecutive Director-$181,182$28,440$209,622
Susan PfefferlenPrincipalFT$145,050$22,916$167,966
Linda NelsonTeacherFT$100,799$23,153$123,952
Patricia AnexTeacherFT$103,456$15,461$118,917
Deborah LeraTeacherFT$102,606$15,832$118,438
Kathy FunkeTeacherFT$101,950$15,717$117,667
Stacy DaprileDirectorFT$97,040$15,959$112,999
Vivianne BragerSecretaryFT$79,854-$79,854
Mary RoenschCFOPT$58,420-$58,420

Board Members and Trustees

NameTitle
Kirsten CarrChairman
Jill DavisDirector
Joey TromblyDirector
Margarita BalagsoDirector
Mary Alce CallahanDirector
Natalie PrcevskiDirector
Richard MarshVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan Hill Unified School DistrictStudent Service15600 CONCORD CIRCLE, Morgan Hill, CA 95037$160,736
Kaiser Permanente HealthHealth3495 PIEDMONT RD, Atlanta, GA 30305$107,197
Revenue and Support

Revenue Composition

Contributions and Grants
$6,605,616
Program Service Revenue
$104,789
Investment Income
$9,100
Other Revenue
$0
All Other Contributions
$13,100
Change in Net Assets
$157,451

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,719,505
Total Revenue per Audited Statements
$6,719,505
Total Revenue per Form 990
$6,719,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,599,644
Other Expenses$962,410
Total Fundraising Expense$1,416
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,144,488$694,008-$3,838,496
Other Employee Benefits$1,147,375$152,878-$1,300,253
Current Officers, Directors, Trustees, and Key Employees$112,999$347,896-$460,895
Travel$59,723$14,393-$74,116
Depreciation Depletion$71,577--$71,577
Insurance$38,036$9,166-$47,202
Information Technology$19,891$4,794-$24,685
Other Expenses$18,994$4,577$1,416$23,571
All Other Expenses$20,217$2,738-$22,955
Office Expenses$16,434$3,960-$20,394
Fees for Services Accounting-$9,350-$9,350
Fees for Services Legal-$7,927-$7,927
Total Functional Expenses$5,229,330$1,331,308$1,416$6,562,054

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,562,054
Total Expenses per Audited Statements$6,562,054
Total Expenses per Form 990$6,562,054
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$773,750
CA Prop 51 Loan$689,971
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 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
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 chief financial officer reviews the return prepared by the external cpa firm. The completed tax return was provided to the governing body prior to filing.”

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 interests - 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.”

Form 990, Page 6, Part VI, Line 19

“All governing documents and audited financial statements are made available through the school's website and upon request. Tax returns and policies are available upon request. Monthly financial information is also available to anyone who 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
2020-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paige Cisewski
Formed
2001
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
105
Volunteers
200

Preparer

Firm
Chavan & Associates Llp
Address
1475 SARATOGA AVE SUITE 180, SAN JOSE, CA 95129-4951
Preparer
Sheldon Chavan
Phone
4082178749
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TEACHER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12252
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0227396
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0193476
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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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
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Filings

Displayed year

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

Open filing
Assets
$4,919,071
Liabilities
$1,838,289
Net assets
$3,080,782
Revenue
$6,719,505
Expenses
$6,562,054
Net income
$157,451
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
Peer Organizations

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