Civic Intelligence

Insight at San Joaquin

990 • Fiscal year 2021 • EIN 81-0844085

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 11, 2022

Organization ProfileWWW.CALIVA.ORG
50 Moreland RoadSimi Valley, CA 93065

(805) 581-0202

Siviq Scores

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

Liabilities / Assets

94th percentile

0.99x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.61x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

27th percentile

0.6%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

95th percentile

135%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

9.8%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$2,639,244

Up $1,515,607 (+135%) from 2020

Net Assets

Up

$27,747

Up $27,747 from 2020

Liabilities

Up

$2,611,497

Up $1,487,860 (+132%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin27th percentile

Revenue

Up

$4,289,195

Up $382,870 (+9.8%) from 2020

Expenses

Up

$4,261,448

Up $355,123 (+9.1%) from 2020

Net Income

Up

$27,747

Up $27,747 from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$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

2021

Assets$2,639,244
Liabilities$2,611,497
Net Assets$27,747
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$4,289,195
Expenses$4,261,448
Net Income$27,747
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 11, 2022
Return Version
2020v4.2
Gross Receipts
$4,289,195
Mission and Program Overview

Mission

To provide tuition-free virtual education through technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$807,092$1,523,939▲ $716,847
Savings and Temporary Cash Investments$303,532$998,765▲ $695,233
Prepaid Expenses and Deferred Charges$1,800$73,971▲ $72,171
Land, Buildings, and Equipment, Net$11,213$34,160▲ $22,947
Total Assets$1,123,637$2,639,244▲ $1,515,607
Other Assets Total$0$8,409▲ $8,409
Liabilities
Unsecured Notes Loans Payable-$1,150,000-
Other Liabilities$972,415$1,142,265▲ $169,850
Accounts Payable and Accrued Expenses$113,710$258,683▲ $144,973
Deferred Revenue$37,512$60,549▲ $23,037
Total Liabilities$1,123,637$2,611,497▲ $1,487,860
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$0$27,747▲ $27,747
Total Net Assets Fund Balance$0$27,747▲ $27,747
Total Liabilities and Net Assets / Fund Balance$1,123,637$2,639,244▲ $1,515,607

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,160$10,372$44,532
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bill BushmanBoard Member
Deanna HaynieBoard Member
Laurie FracolliDistrict Representative
Fred VallergaSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
K12 California LLCCurriculum,materials & Support Services2300 CORPORATE PARK, Herndon, VA 20171$1,408,559
Revenue and Support

Revenue Composition

Contributions and Grants
$4,287,776
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,419
Change in Net Assets
$27,747

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,289,195
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,289,195
Total Revenue per Form 990
$4,289,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,132,548
Other Expenses$2,128,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,703,652--$1,703,652
Information Technology$788,435$1,110-$789,545
Fees for Services Other$30,024$582,244-$612,268
Pension Plan Contributions$199,638--$199,638
Other Expenses$474,916$144,964-$144,964
Payroll Taxes$140,551--$140,551
Other Employee Benefits$88,707--$88,707
Office Expenses$2,281$33,737-$36,018
Fees for Services Accounting-$29,104-$29,104
Insurance$10,993$579-$11,572
Occupancy$4,082$6,123-$10,205
Conferences and Meetings$7,799$497-$8,296
Fees for Services Legal-$7,551-$7,551
Depreciation Depletion$4,086--$4,086
Travel$353$22-$375
Total Functional Expenses$3,455,517$805,931$0$4,261,448

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,261,448
Total Expenses per Audited Statements$4,261,448
Total Expenses per Form 990$4,261,448
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$1,018,310
Due to Federal, State, and Local Governments$123,955
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
2022-04-11
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
8
Volunteers
3

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Outside services: program service expenses 30,024. Management and general expenses 41,707. Fundraising expenses 0. Total expenses 71,731. Support services fees: program service expenses 0. Management and general expenses 540,537. Fundraising expenses 0. Total expenses 540,537.”

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, 2021, 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 409 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/CurrentTaxYearMinus4YearsAmt0203324
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03129758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02333715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01882636
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015538334
IRS990ScheduleA/TotalSupportAmt015879450
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt010372
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO K12 CALIFORNIA, LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO FEDERAL, STATE, AND LOCAL GOVERNMENTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04289195
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, 2021, 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/TotalExpensesPerForm990Amt04261448
IRS990ScheduleD/TotalLiabilityAmt01142265
IRS990ScheduleD/TotalRevenuePerForm990Amt04289195
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04261448
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
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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 RECEIVED COMPENSATION FROM NEW JERUSALEM ELEMENTARY SCHOOL DISTRICT FOR SERVICES RENDERED IN HER CAPACITY AS A DISTRICT REPRESENTATIVE TO THE FILING ORGANIZATION. LAURIE SPENDS 1 HOUR PER WEEK OF HER 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 30,024. MANAGEMENT AND GENERAL EXPENSES 41,707. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,731. SUPPORT SERVICES FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 540,537. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 540,537.
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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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SIMI VALLEY
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IRS990/WebsiteAddressTxt0WWW.CALIVA.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED VALLERGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSIGHT SAN JOAQUIN
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ReturnHeader/Filer/PhoneNum08055810202
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEN HASSON & JANKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 SOUTH FLOWER STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,639,244
Liabilities
$2,611,497
Net assets
$27,747
Revenue
$4,289,195
Expenses
$4,261,448
Net income
$27,747
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