Civic Intelligence

Transformational Education Inc.

990 • Fiscal year 2024 • EIN 80-0734724

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 21, 2025

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

75th percentile

0.53x

Higher debt load relative to assets than 75% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.90x

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

51st percentile

4.7%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$229,637

Higher top officer pay than 42% of similar nonprofits.

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

19th percentile

-2.8%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-2.3%

Faster revenue growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$29,073,539

Down $825,714 (-2.8%) from 2023

Net Assets

Up

$13,585,120

Up $809,457 (+6.3%) from 2023

Liabilities

Down

$15,488,419

Down $1,635,171 (-9.5%) from 2023

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin51st percentile

Revenue

Down

$17,289,193

Down $407,335 (-2.3%) from 2023

Expenses

Up

$16,479,736

Up $24,277 (+0.1%) from 2023

Net Income

Down

$809,457

Down $431,612 (-35%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2024

Assets$29,073,539
Liabilities$15,488,419
Net Assets$13,585,120
Open 2024 Filing

Operations Trend

Revenue Growth26th 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

2024

Revenue$17,289,193
Expenses$16,479,736
Net Income$809,457
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 21, 2025
Return Version
2023v6.0
Gross Receipts
$17,289,193
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$11,290,224$10,646,180▼ $644,044
Other Notes and Loans Receivable, Net$2,777,471$3,796,243▲ $1,018,772
Prepaid Expenses and Deferred Charges$69,649$326,245▲ $256,596
Land, Buildings, and Equipment, Net$52,212$35,447▼ $16,765
Accounts Receivable$99$1,256▲ $1,157
Total Assets$29,899,253$29,073,539▼ $825,714
Other Assets Total$15,709,598$14,268,168▼ $1,441,430
Liabilities
Other Liabilities$16,139,855$14,592,545▼ $1,547,310
Deferred Revenue$740,603$587,289▼ $153,314
Accounts Payable and Accrued Expenses$243,132$308,585▲ $65,453
Total Liabilities$17,123,590$15,488,419▼ $1,635,171
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,775,663$13,585,120▲ $809,457
Total Net Assets Fund Balance$12,775,663$13,585,120▲ $809,457
Total Liabilities and Net Assets / Fund Balance$29,899,253$29,073,539▼ $825,714

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$35,447$368,234$403,681
Other Assets Org$14,268,168--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah VallejoLeadership CFT$207,787$21,850$229,637
Deborah VallejoLeadership Coach-$207,787$31,097$229,637
Mark ConditVice Chairma-$207,787-$207,787
Mark ConditVice Chairman-$207,787$21,850$207,787
Angela PhillipsExecutive Di-$160,964$31,097$192,061
Angela PhillipsExecutive Director-$160,964-$192,061

Board Members and Trustees

NameTitle
Lt Joshua DoberneckChairman
Lt Chuck HarrisTrustee
Mahala BurnsSecretary/cl
Ginavaladez-bracamonteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,251,616
Program Service Revenue
$0
Investment Income
$37,577
Other Revenue
$0
All Other Contributions
$196,913
Change in Net Assets
$809,457

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,289,193
Total Revenue per Audited Statements
$17,289,193
Total Revenue per Form 990
$17,289,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,945,970
Other Expenses$7,533,766
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,156,776$1,243,500-$8,400,276
Fees for Services Other$1,270,117$317,529-$1,587,646
Depreciation Depletion$963,604$508,059-$1,471,663
Occupancy$900,748$225,187-$1,125,935
Current Officers, Directors, Trustees, and Key Employees-$545,694-$545,694
Insurance$290,025$72,506-$362,531
All Other Expenses$330,825$4,486-$335,311
Other Expenses$217,451$54,363-$271,814
Interest$210,292$59,901-$270,193
Total Functional Expenses$13,336,410$3,143,326$0$16,479,736

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,479,736
Total Expenses per Audited Statements$16,479,736
Total Expenses per Form 990$16,479,736
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$14,592,545
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
Phone
2094622282
Signed
2025-03-21
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
251

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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
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IRS990ScheduleD/TotalLiabilityAmt014592545
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISMENTS, ENROLLMENT MATERIALS, AND IN OUR CHARTER AS A PUBLIC SCHOOL.
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DEBORAH VALLEJO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ANGELA PHILLIPS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VICE CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1LEADERSHIP COACH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
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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/TaxablePartyNotificationInd0false
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IRS990/WebsiteAddressTxt0WWW.TEAM-CHARTER.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02094622282
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
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
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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/PreparationDt02025-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA SILVA CPA
ReturnHeader/ReturnTs02025-04-02T20:25:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,073,539
Liabilities
$15,488,419
Net assets
$13,585,120
Revenue
$17,289,193
Expenses
$16,479,736
Net income
$809,457
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