Civic Intelligence

Transformational Education Inc.

990 • Fiscal year 2021 • EIN 80-0734724

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileWWW.TEAM-CHARTER.ORG
600 E Main StStockton, CA 95202

(209) 462-2281

Siviq Scores

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

Liabilities / Assets

44th percentile

0.13x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.10x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$190,416

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

6.8%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$11,570,758

Up $2,062,735 (+22%) from 2020

Net Assets

Up

$10,101,801

Up $2,153,729 (+27%) from 2020

Liabilities

Down

$1,468,957

Down $90,994 (-5.8%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin55th percentile

Revenue

Up

$14,651,803

Up $935,515 (+6.8%) from 2020

Expenses

Up

$12,498,074

Up $288,239 (+2.4%) from 2020

Net Income

Up

$2,153,729

Up $647,276 (+43%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$30M$20M$10M$0-$10MAssets 2012: $271,061Liabilities 2012: $924,379Net Assets 2012: -$653,3182012Assets 2013: $921,552Liabilities 2013: $1,834,294Net Assets 2013: -$912,7422013Assets 2014: $1,059,046Liabilities 2014: $1,394,451Net Assets 2014: -$335,4052014Assets 2015: $815,211Liabilities 2015: $222,260Net Assets 2015: $592,9512015Assets 2016: $2,002,291Liabilities 2016: $436,184Net Assets 2016: $1,566,1072016Assets 2017: $2,890,014Liabilities 2017: $342,317Net Assets 2017: $2,547,6972017Assets 2018: $4,212,132Liabilities 2018: $693,928Net Assets 2018: $3,518,2042018Assets 2019: $6,919,171Liabilities 2019: $477,552Net Assets 2019: $6,441,6192019Assets 2020: $9,508,023Liabilities 2020: $1,559,951Net Assets 2020: $7,948,0722020Assets 2021: $11,570,758Liabilities 2021: $1,468,957Net Assets 2021: $10,101,8012021Assets 2022: $13,642,152Liabilities 2022: $2,107,558Net Assets 2022: $11,534,5942022Assets 2023: $29,899,253Liabilities 2023: $17,123,590Net Assets 2023: $12,775,6632023Assets 2024: $29,073,539Liabilities 2024: $15,488,419Net Assets 2024: $13,585,1202024Assets 2025: $26,126,492Liabilities 2025: $13,307,795Net Assets 2025: $12,818,6972025

Highlighted filing

2021

Assets$11,570,758
Liabilities$1,468,957
Net Assets$10,101,801
Open 2021 Filing

Operations Trend

Revenue Growth41st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $798,836Expenses 2012: $1,452,154Net Income 2012: -$653,3182012Expenses 2013: $2,324,0652013Revenue 2014: $3,227,902Expenses 2014: $2,650,565Net Income 2014: $577,3372014Revenue 2015: $4,197,375Expenses 2015: $3,269,019Net Income 2015: $928,3562015Revenue 2016: $5,760,294Expenses 2016: $4,787,138Net Income 2016: $973,1562016Revenue 2017: $6,360,764Expenses 2017: $5,535,078Net Income 2017: $825,6862017Revenue 2018: $11,060,355Expenses 2018: $10,089,850Net Income 2018: $970,5052018Revenue 2019: $13,319,206Expenses 2019: $10,395,789Net Income 2019: $2,923,4172019Revenue 2020: $13,716,288Expenses 2020: $12,209,835Net Income 2020: $1,506,4532020Revenue 2021: $14,651,803Expenses 2021: $12,498,074Net Income 2021: $2,153,7292021Revenue 2022: $16,177,213Expenses 2022: $14,744,420Net Income 2022: $1,432,7932022Revenue 2023: $17,696,528Expenses 2023: $16,455,459Net Income 2023: $1,241,0692023Revenue 2024: $17,289,193Expenses 2024: $16,479,736Net Income 2024: $809,4572024Revenue 2025: $16,400,373Expenses 2025: $17,166,796Net Income 2025: -$766,4232025

Highlighted filing

2021

Revenue$14,651,803
Expenses$12,498,074
Net Income$2,153,729
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$14,651,803
Mission and Program Overview

Mission

Leader in me is a whole-school transformation model and process developed in partnership with educators that empowers students with the leadership and life skills they need to thrive in the 21st century.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,581,913$9,423,403▲ $1,841,490
Accounts Receivable$1,883,695$2,060,165▲ $176,470
Prepaid Expenses and Deferred Charges$27,557$53,838▲ $26,281
Land, Buildings, and Equipment, Net$14,858$33,352▲ $18,494
Total Assets$9,508,023$11,570,758▲ $2,062,735
Liabilities
Unsecured Notes Loans Payable$1,118,295$1,118,295→ $0
Accounts Payable and Accrued Expenses$344,368$245,440▼ $98,928
Deferred Revenue$97,288$105,222▲ $7,934
Total Liabilities$1,559,951$1,468,957▼ $90,994
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,948,072$10,101,801▲ $2,153,729
Total Net Assets Fund Balance$7,948,072$10,101,801▲ $2,153,729
Total Liabilities and Net Assets / Fund Balance$9,508,023$11,570,758▲ $2,062,735

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$33,352$351,096$384,448
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah VallejoExecutive DiFT$175,480$14,936$190,416
Deborah VallejoExecutive Director-$175,480$14,936$190,416

Board Members and Trustees

NameTitle
Lt Joshua DoberneckChairman
Mark ConditVice Chairma
Miguel VillapuduaTrustee
Sgt Larry LaneTrustee
Mahala BurnsSecretary/cl
Tod HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,649,137
Program Service Revenue
$0
Investment Income
$2,666
Other Revenue
$0
All Other Contributions
$39,794
Change in Net Assets
$2,153,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,346,719
Other Expenses$5,151,355
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,309,591$1,294,344-$5,603,935
Occupancy$1,767,037$441,759-$2,208,796
Other Employee Benefits$987,690$246,922-$1,234,612
Fees for Services Other$540,701$53,476-$594,177
Payroll Taxes$266,538$66,634-$333,172
Information Technology$180,269$45,067-$225,336
Other Expenses$153,761$38,440-$192,201
Current Officers, Directors, Trustees, and Key Employees-$175,000-$175,000
Advertising$80,719$20,180-$100,899
Insurance$43,311$10,828-$54,139
Office Expenses$15,495$3,874-$19,369
Depreciation Depletion-$19,226-$19,226
Conferences and Meetings$5,323$1,331-$6,654
Travel$873$218-$1,091
Total Functional Expenses$10,075,832$2,422,242$0$12,498,074
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
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
Yes
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

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

“The 990 is reviewed by the cfo and presented to the board for approval.”

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

“Contracts must be approved by the board. Any board member with an actual or percieved conflict of interest will abstain from voting.”

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

“Comparable salaries are used for the area to determine compensation and approved by the board.”

Form 990, Page 6, Part VI, Line 19

“Documents are kept on file at the school and are available upon requiest.”

Filing and Contact Details

Filer

Filer Name
Transformational Education Inc
EIN
80-0734724
Address
600 E MAIN ST, STOCKTON, CA 95202

Signing Officer

Name
Deborah Vallejo
Title
Executive Director
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Vallejo
Formed
2011
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
185
Volunteers
30

Preparer

Firm
Silva & Silva Cpas
Address
3040 SATURN ST SUITE 107, BREA, CA 92821
Preparer
Lisa Silva CPA
Phone
7145297707
Raw XML Appendix380 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0344368
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0245440
IRS990/AccountsReceivableGrp/BOYAmt01883695
IRS990/AccountsReceivableGrp/EOYAmt02060165
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LEADER IN ME IS A WHOLE-SCHOOL TRANSFORMATION MODEL AND PROCESS DEVELOPED IN PARTNERSHIP WITH EDUCATORS THAT EMPOWERS STUDENTS WITH THE LEADERSHIP AND LIFE SKILLS THEY NEED TO THRIVE IN THE 21ST CENTURY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt020180
IRS990/AdvertisingGrp/ProgramServicesAmt080719
IRS990/AdvertisingGrp/TotalAmt0100899
IRS990/AllOtherContributionsAmt039794
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRANSFORMATIONAL EDUCATION
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0TRANSFORMATIONAL EDUCATION
IRS990/BooksInCareOfDetail/PhoneNum02094622281
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 E MAIN ST
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0600 E MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0175000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0175000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01331
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05323
IRS990/ConferencesMeetingsGrp/TotalAmt06654
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014649137
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02666
IRS990/CYOtherExpensesAmt05151355
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02153729
IRS990/CYSalariesCompEmpBnftPaidAmt07346719
IRS990/CYTotalExpensesAmt012498074
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014651803
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt097288
IRS990/DeferredRevenueGrp/EOYAmt0105222
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt019226
IRS990/DepreciationDepletionGrp/TotalAmt019226
IRS990/Desc0OPERATES PUBLIC CHARTER SCHOOLS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0185
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt010075832
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt053476
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0540701
IRS990/FeesForServicesOtherGrp/TotalAmt0594177
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt614936
IRS990/Form990PartVIISectionAGrp/PersonNm0LT JOSHUA DOBERNECK
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK CONDIT
IRS990/Form990PartVIISectionAGrp/PersonNm2TOD HILL
IRS990/Form990PartVIISectionAGrp/PersonNm3MAHALA BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm4SGT LARRY LANE
IRS990/Form990PartVIISectionAGrp/PersonNm5MIGUEL VILLAPUDUA
IRS990/Form990PartVIISectionAGrp/PersonNm6DEBORAH VALLEJO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6175480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/CL
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt014609343
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt014651803
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt045067
IRS990/InformationTechnologyGrp/ProgramServicesAmt0180269
IRS990/InformationTechnologyGrp/TotalAmt0225336
IRS990/InsuranceGrp/ManagementAndGeneralAmt010828
IRS990/InsuranceGrp/ProgramServicesAmt043311
IRS990/InsuranceGrp/TotalAmt054139
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02666
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02666
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0351096
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014858
IRS990/LandBldgEquipBasisNetGrp/EOYAmt033352
IRS990/LandBldgEquipCostOrOtherBssAmt0384448
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LEADER IN ME IS A WHOLE-SCHOOL TRANSFORMATION MODEL AND PROCESS DEVELOPED IN PARTNERSHIP WITH EDUCATORS THAT EMPOWERS STUDENTS WITH THE LEADERSHIP AND LIFE SKILLS THEY NEED TO THRIVE IN THE 21ST CENTURY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07948072
IRS990/NetAssetsOrFundBalancesEOYAmt010101801
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07948072
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010101801
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0441759
IRS990/OccupancyGrp/ProgramServicesAmt01767037
IRS990/OccupancyGrp/TotalAmt02208796
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03874
IRS990/OfficeExpensesGrp/ProgramServicesAmt015495
IRS990/OfficeExpensesGrp/TotalAmt019369
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0246922
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0987690
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01234612
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1OPERATING
IRS990/OtherExpensesGrp/Desc2CHILD NUTRITION
IRS990/OtherExpensesGrp/Desc3DISTRICT OVERSIGHT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04943
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt138440
IRS990/OtherExpensesGrp/ProgramServicesAmt0739416
IRS990/OtherExpensesGrp/ProgramServicesAmt1521338
IRS990/OtherExpensesGrp/ProgramServicesAmt2463770
IRS990/OtherExpensesGrp/ProgramServicesAmt3153761
IRS990/OtherExpensesGrp/TotalAmt0739416
IRS990/OtherExpensesGrp/TotalAmt1526281
IRS990/OtherExpensesGrp/TotalAmt2463770
IRS990/OtherExpensesGrp/TotalAmt3192201
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01294344
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04309591
IRS990/OtherSalariesAndWagesGrp/TotalAmt05603935
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt066634
IRS990/PayrollTaxesGrp/ProgramServicesAmt0266538
IRS990/PayrollTaxesGrp/TotalAmt0333172
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027557
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053838
IRS990/PrincipalOfficerNm0DEBORAH VALLEJO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013708114
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08174
IRS990/PYOtherExpensesAmt05049427
IRS990/PYRevenuesLessExpensesAmt01506453
IRS990/PYSalariesCompEmpBnftPaidAmt07160408
IRS990/PYTotalExpensesAmt012209835
IRS990/PYTotalRevenueAmt013716288
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02153729
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07581913
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09423403
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/BookValueAmt033352
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0351096
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0384448
IRS990ScheduleD/TotalBookValueLandBuildingsAmt033352
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
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
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISMENTS, ENROLLMENT MATERIALS, AND IN OUR CHARTER AS A PUBLIC SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0175480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014936
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBORAH VALLEJO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0190416
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE CFO AND PRESENTED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRACTS MUST BE APPROVED BY THE BOARD. ANY BOARD MEMBER WITH AN ACTUAL OR PERCIEVED CONFLICT OF INTEREST WILL ABSTAIN FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPARABLE SALARIES ARE USED FOR THE AREA TO DETERMINE COMPENSATION AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE KEPT ON FILE AT THE SCHOOL AND ARE AVAILABLE UPON REQUIEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09508023
IRS990/TotalAssetsEOYAmt011570758
IRS990/TotalAssetsGrp/BOYAmt09508023
IRS990/TotalAssetsGrp/EOYAmt011570758
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt014649137
IRS990/TotalEmployeeCnt0185
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02422242
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010075832
IRS990/TotalFunctionalExpensesGrp/TotalAmt012498074
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01559951
IRS990/TotalLiabilitiesEOYAmt01468957
IRS990/TotalLiabilitiesGrp/BOYAmt01559951
IRS990/TotalLiabilitiesGrp/EOYAmt01468957
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07948072
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010101801
IRS990/TotalOtherCompensationAmt014936
IRS990/TotalProgramServiceExpensesAmt010075832
IRS990/TotalReportableCompFromOrgAmt0175480
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02666
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014651803
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09508023
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011570758
IRS990/TravelGrp/ManagementAndGeneralAmt0218
IRS990/TravelGrp/ProgramServicesAmt0873
IRS990/TravelGrp/TotalAmt01091
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01118295
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt01118295
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.TEAM-CHARTER.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH VALLEJO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSFORMATIONAL EDUCATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0800734724
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 E MAIN ST
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952803203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVA & SILVA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03040 SATURN ST SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07145297707
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA SILVA CPA
ReturnHeader/ReturnTs02021-11-11T14:54:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBORAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALLEJO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,570,758
Liabilities
$1,468,957
Net assets
$10,101,801
Revenue
$14,651,803
Expenses
$12,498,074
Net income
$2,153,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.1$13.3$12.8$16.4$17.2$0.77
2024Detailed filing. Detailed filing data is available for this year.$29.1$15.5$13.6$17.3$16.5$0.81
2023Detailed filing. Detailed filing data is available for this year.$29.9$17.1$12.8$17.7$16.5$1.24
2022Detailed filing. Detailed filing data is available for this year.$13.6$2.11$11.5$16.2$14.7$1.43
2021Detailed filing. Detailed filing data is available for this year.$11.6$1.47$10.1$14.7$12.5$2.15
2020Detailed filing. Detailed filing data is available for this year.$9.51$1.56$7.95$13.7$12.2$1.51
2019Detailed filing. Detailed filing data is available for this year.$6.92$0.48$6.44$13.3$10.4$2.92
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.69$3.52$11.1$10.1$0.97
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.34$2.55$6.36$5.54$0.83
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.44$1.57$5.76$4.79$0.97
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.22$0.59$4.20$3.27$0.93
2014Detailed filing. Detailed filing data is available for this year.$1.06$1.39$0.34$3.23$2.65$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$1.83$0.91$2.32
2012Summary only. Only limited summary data is available for this year.$0.27$0.92$0.65$0.80$1.45$0.65