Civic Intelligence

Transformational Education Inc.

990 • Fiscal year 2023 • EIN 80-0734724

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 01, 2024

Organization ProfileWWW.TEAM-CHARTER.ORG

View Organization Page

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

78th percentile

0.57x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.97x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$207,788

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

97th percentile

119%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

9.4%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$29,899,253

Up $16,257,101 (+119%) from 2022

Net Assets

Up

$12,775,663

Up $1,241,069 (+11%) from 2022

Liabilities

Up

$17,123,590

Up $15,016,032 (+712%) from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin58th percentile

Revenue

Up

$17,696,528

Up $1,519,315 (+9.4%) from 2022

Expenses

Up

$16,455,459

Up $1,711,039 (+12%) from 2022

Net Income

Down

$1,241,069

Down $191,724 (-13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2023

Assets$29,899,253
Liabilities$17,123,590
Net Assets$12,775,663
Open 2023 Filing

Operations Trend

Revenue Growth59th 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

2023

Revenue$17,696,528
Expenses$16,455,459
Net Income$1,241,069
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Gross Receipts
$17,696,528
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$8,852,095$11,290,224▲ $2,438,129
Other Notes and Loans Receivable, Net$4,218,950$2,777,471▼ $1,441,479
Prepaid Expenses and Deferred Charges$36,320$69,649▲ $33,329
Land, Buildings, and Equipment, Net$40,232$52,212▲ $11,980
Accounts Receivable$494,555$99▼ $494,456
Total Assets$13,642,152$29,899,253▲ $16,257,101
Other Assets Total-$15,709,598-
Liabilities
Other Liabilities-$16,139,855-
Deferred Revenue$533,020$740,603▲ $207,583
Accounts Payable and Accrued Expenses$1,574,538$243,132▼ $1,331,406
Total Liabilities$2,107,558$17,123,590▲ $15,016,032
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,534,594$12,775,663▲ $1,241,069
Total Net Assets Fund Balance$11,534,594$12,775,663▲ $1,241,069
Total Liabilities and Net Assets / Fund Balance$13,642,152$29,899,253▲ $16,257,101

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$52,212$351,469$403,681
Other Assets Org$15,709,598--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Deborah VallejoExecutive DiFT$207,788$207,788
Deborah VallejoExecutive Director-$207,788$207,788

Board Members and Trustees

NameTitle
Lt Joshua DoberneckChairman
Mark ConditVice Chairma
Miguel VillapuduaTrustee
Mahala BurnsSecretary/cl
Sgt Larry LaneTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Capital Cleaning & MaintenanceMaintenance91 DARCY PARKWAY, Lathrop, CA 95330$106,700
Revenue and Support

Revenue Composition

Contributions and Grants
$17,686,235
Program Service Revenue
$0
Investment Income
$10,293
Other Revenue
$0
All Other Contributions
$208,159
Change in Net Assets
$1,241,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,635,729
Other Expenses$7,819,730
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,395,508$1,348,878-$6,744,386
Occupancy$2,155,607$538,901-$2,694,508
Other Employee Benefits$926,860$130,575-$1,057,435
Insurance$397,384$99,346-$496,730
Current Officers, Directors, Trustees, and Key Employees-$452,775-$452,775
Payroll Taxes$304,906$76,227-$381,133
Other Expenses$189,606$47,402-$237,008
All Other Expenses$154,672$38,668-$193,340
Fees for Services Other$146,892$36,724-$183,616
Fees for Services Accounting$115,684$28,921-$144,605
Fees for Services Legal$35,982$8,996-$44,978
Travel$22,780$5,695-$28,475
Information Technology$20,690$5,172-$25,862
Advertising$17,970$4,493-$22,463
Office Expenses$14,409$3,602-$18,011
Conferences and Meetings$3,467$866-$4,333
Total Functional Expenses$13,289,375$3,166,084$0$16,455,459
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
Operating Lease Liability$16,139,855
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
Angela Phillips
Title
Executive Director
Signed
2024-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Phillips
Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
234

Preparer

Firm
Silva & Silva Cpas
Address
3040 SATURN ST STE 107, BREA, CA 92821
Preparer
Lisa Silva CPA
Phone
7143224672
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt011290224
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0351469
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0403681
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt015709598
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING LEASE ROU
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016139855
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052212
IRS990ScheduleD/TotalBookValueOtherAssetsAmt015709598
IRS990ScheduleD/TotalLiabilityAmt016139855
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
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBORAH VALLEJO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0207788
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt029899253
IRS990/TotalAssetsGrp/BOYAmt013642152
IRS990/TotalAssetsGrp/EOYAmt029899253
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt017686235
IRS990/TotalEmployeeCnt0234
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03166084
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013289375
IRS990/TotalFunctionalExpensesGrp/TotalAmt016455459
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02107558
IRS990/TotalLiabilitiesEOYAmt017123590
IRS990/TotalLiabilitiesGrp/BOYAmt02107558
IRS990/TotalLiabilitiesGrp/EOYAmt017123590
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IRS990/TravelGrp/ProgramServicesAmt022780
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.TEAM-CHARTER.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952803203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVA & SILVA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03040 SATURN ST STE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07143224672
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA SILVA CPA
ReturnHeader/ReturnTs02024-03-26T20:30:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANGELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,899,253
Liabilities
$17,123,590
Net assets
$12,775,663
Revenue
$17,696,528
Expenses
$16,455,459
Net income
$1,241,069
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