Civic Intelligence

Insight at San Joaquin

EIN 81-0844085 • 501(c)3 • Simi Valley, CA

Pub. 78 Eligible

Profile

To provide tuition-free virtual education through technology.

50 Moreland RoadSimi Valley, CA 93065

www.caliva.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.99x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.47x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

42%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,188,315

Up $155,981 (+7.7%) from 2023

Liabilities

Up

$2,160,568

Up $155,981 (+7.8%) from 2023

Net Assets

Flat

$27,747

Flat from 2023

Operations
Liabilities / Revenue80th percentileNet Margin39th percentile

Revenue

Up

$4,605,580

Up $1,364,665 (+42%) from 2023

Expenses

Up

$4,605,580

Up $1,364,665 (+42%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2017: $603,394Liabilities 2017: $603,394Net Assets 2017: $02017Assets 2018: $558,297Liabilities 2018: $558,297Net Assets 2018: $02018Assets 2019: $731,167Liabilities 2019: $731,167Net Assets 2019: $02019Assets 2020: $1,123,637Liabilities 2020: $1,123,637Net Assets 2020: $02020Assets 2021: $2,639,244Liabilities 2021: $2,611,497Net Assets 2021: $27,7472021Assets 2022: $936,675Liabilities 2022: $908,928Net Assets 2022: $27,7472022Assets 2023: $2,032,334Liabilities 2023: $2,004,587Net Assets 2023: $27,7472023Assets 2024: $2,188,315Liabilities 2024: $2,160,568Net Assets 2024: $27,7472024

Highlighted filing

2024

Assets$2,188,315
Liabilities$2,160,568
Net Assets$27,747
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2017: $2,086,178Expenses 2017: $2,086,178Net Income 2017: $02017Revenue 2018: $2,466,729Expenses 2018: $2,466,729Net Income 2018: $02018Revenue 2019: $3,131,023Expenses 2019: $3,131,023Net Income 2019: $02019Revenue 2020: $3,906,325Expenses 2020: $3,906,325Net Income 2020: $02020Revenue 2021: $4,289,195Expenses 2021: $4,261,448Net Income 2021: $27,7472021Revenue 2022: $2,594,418Expenses 2022: $2,594,418Net Income 2022: $02022Revenue 2023: $3,240,915Expenses 2023: $3,240,915Net Income 2023: $02023Revenue 2024: $4,605,580Expenses 2024: $4,605,580Net Income 2024: $02024

Highlighted filing

2024

Revenue$4,605,580
Expenses$4,605,580
Net Income$0
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,188,315
Liabilities
$2,160,568
Net assets
$27,747
Revenue
$4,605,580
Expenses
$4,605,580
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$2.16$0.03$4.61$4.61$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.03$2.00$0.03$3.24$3.24$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.91$0.03$2.59$2.59$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.64$2.61$0.03$4.29$4.26$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.00$3.91$3.91$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.00$3.13$3.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.00$2.47$2.47$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.00$2.09$2.09$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 1, 2025
Return Version
2023v6.0
Gross Receipts
$4,605,580
Mission and Program Overview

Mission

To provide tuition-free virtual education through technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,427,268$1,430,446▲ $3,178
Pledges and Grants Receivable$529,348$742,920▲ $213,572
Land, Buildings, and Equipment, Net$18,992$11,917▼ $7,075
Prepaid Expenses and Deferred Charges$56,726$3,032▼ $53,694
Total Assets$2,032,334$2,188,315▲ $155,981
Liabilities
Other Liabilities$1,364,677$1,406,267▲ $41,590
Deferred Revenue$589,547$642,568▲ $53,021
Accounts Payable and Accrued Expenses$50,363$111,733▲ $61,370
Total Liabilities$2,004,587$2,160,568▲ $155,981
Net Assets / Fund Balance
Net Assets With Donor Restrictions$61,524$174,220▲ $112,696
Net Assets Without Donor Restrictions$-33,777$-146,473▼ $112,696
Total Net Assets Fund Balance$27,747$27,747→ $0
Total Liabilities and Net Assets / Fund Balance$2,032,334$2,188,315▲ $155,981

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,917$33,769$45,686
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bill BushmanBoard Member
Deanna VallergaBoard Member
Jason Jones Joined 122023District Representative
Laurie Fracolli Left 122023District Representative
Fred VallergaSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
K12 California LLCCurriculum, Materials & Support Services11720 PLAZA AMERICA DR SUITE 900, Reston, VA 20190$655,645
Revenue and Support

Revenue Composition

Contributions and Grants
$4,590,838
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$14,742
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,605,580
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,605,580
Total Revenue per Form 990
$4,605,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,434,837
Other Expenses$2,170,743
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,910,722--$1,910,722
Information Technology$819,488$2,071-$821,559
Fees for Services Other$74,271$477,577-$551,848
Pension Plan Contributions$256,215--$256,215
Payroll Taxes$157,635--$157,635
Other Expenses$513,296$149,602-$149,602
Other Employee Benefits$110,265--$110,265
Fees for Services Accounting-$36,867-$36,867
Office Expenses$7,933$24,249-$32,182
Conferences and Meetings$19,228$3,024-$22,252
Insurance$13,586$715-$14,301
Travel$10,952$1,723-$12,675
Fees for Services Legal-$9,086-$9,086
Depreciation Depletion$7,075--$7,075
Total Functional Expenses$3,900,666$704,914$0$4,605,580

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,605,580
Total Expenses per Audited Statements$4,605,580
Total Expenses per Form 990$4,605,580
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Due to K12 California, LLC$1,262,187
Due to Federal, State, and Local Governments$144,080
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
Yes
CEO compensation reviewed
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has chosen k12 california, llc (k12) as its primary curriculum provider. K12 also provides the organization's technology and support services while the organization employs and manages the administrators, teachers and other personnel. K12 provides its services under the direction of the board of directors.”

Form 990, Part VI, Section A, Line 8B

“This question is not applicable since the organization does not have a separate committee with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is given to governing board members for review and comments prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Annual questionnaires are given to all board members for signing. The questionnaires are reviewed by the finance director. If a conflict of interest arises with a board member, then the board member must resign from their position.”

Form 990, Part VI, Section B, Line 15

“None of the officers are compensated by the organization. Additionally, the organization does not have any key employees. Therefore, the organization does not have a compensation determination policy or procedure.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Insight San Joaquin
EIN
81-0844085
Phone
8055810202
Address
50 MORELAND ROAD, SIMI VALLEY, CA 93065

Signing Officer

Name
Fred Vallerga
Title
Secretary/treasurer
Phone
8055810202
Signed
2025-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Vallerga
Formed
2015
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
6
Volunteers
3

Preparer

Firm
Green Hasson & Janks Llp
Address
700 S FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Outside services: program service expenses 74,271. Management and general expenses 61,551. Fundraising expenses 0. Total expenses 135,822. Support services fees: program service expenses 0. Management and general expenses 416,026. Fundraising expenses 0. Total expenses 416,026.”

Financial Statement Notes

PART X, LINE 2:

“Insight @ san joaquin recognizes the impact of tax positions in the financial statements if that position is more likely than not to be sustained on audit, based on the technical merits of the position. During the year ended june 30, 2024, insight @ san joaquin performed an evaluation of uncertain tax positions and did not note any matters that would require recognition in the financial statements or which might have an effect on its tax-exempt status.”

Raw XML AppendixShowing 400 of 408 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.

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IRS990ScheduleA/OtherIncome170Grp/TotalAmt023963
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IRS990ScheduleA/PublicSupportPY170Pct00.99940
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018612470
IRS990ScheduleA/TotalSupportAmt018636433
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO K12 CALIFORNIA, LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO FEDERAL, STATE, AND LOCAL GOVERNMENTS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INSIGHT @ SAN JOAQUIN RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED JUNE 30, 2024, INSIGHT @ SAN JOAQUIN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt04605580
IRS990ScheduleD/TotalLiabilityAmt01406267
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION DOES NOT PAY ANY COMPENSATION TO ANY OFFICERS. LAURIE FRACOLLI AND JASON JONES RECEIVED PRO-RATED COMPENSATION FROM THE NEW JERUSALEM ELEMENTARY SCHOOL DISTRICT FOR SERVICES RENDERED IN THEIR CAPACITY AS A DISTRICT REPRESENTATIVE TO THE FILING ORGANIZATION. LAURIE AND JASON SPEND 1 HOUR PER WEEK OF THEIR FULL TIME JOB UNDERTAKING WORK FOR THE FILING ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, LINE 5
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CHOSEN K12 CALIFORNIA, LLC (K12) AS ITS PRIMARY CURRICULUM PROVIDER. K12 ALSO PROVIDES THE ORGANIZATION'S TECHNOLOGY AND SUPPORT SERVICES WHILE THE ORGANIZATION EMPLOYS AND MANAGES THE ADMINISTRATORS, TEACHERS AND OTHER PERSONNEL. K12 PROVIDES ITS SERVICES UNDER THE DIRECTION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS QUESTION IS NOT APPLICABLE SINCE THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS GIVEN TO GOVERNING BOARD MEMBERS FOR REVIEW AND COMMENTS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL QUESTIONNAIRES ARE GIVEN TO ALL BOARD MEMBERS FOR SIGNING. THE QUESTIONNAIRES ARE REVIEWED BY THE FINANCE DIRECTOR. IF A CONFLICT OF INTEREST ARISES WITH A BOARD MEMBER, THEN THE BOARD MEMBER MUST RESIGN FROM THEIR POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NONE OF THE OFFICERS ARE COMPENSATED BY THE ORGANIZATION. ADDITIONALLY, THE ORGANIZATION DOES NOT HAVE ANY KEY EMPLOYEES. THEREFORE, THE ORGANIZATION DOES NOT HAVE A COMPENSATION DETERMINATION POLICY OR PROCEDURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 74,271. MANAGEMENT AND GENERAL EXPENSES 61,551. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,822. SUPPORT SERVICES FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 416,026. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 416,026.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED VALLERGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08055810202
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSIGHT SAN JOAQUIN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951777440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEN HASSON & JANKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 S FLOWER STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090017

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