Civic Intelligence

Insight at San Joaquin

990 • Fiscal year 2023 • EIN 81-0844085

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 26, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.62x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

95th percentile

117%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$2,032,334

Up $1,095,659 (+117%) from 2022

Net Assets

Flat

$27,747

Flat from 2022

Liabilities

Up

$2,004,587

Up $1,095,659 (+121%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin40th percentile

Revenue

Up

$3,240,915

Up $646,497 (+25%) from 2022

Expenses

Up

$3,240,915

Up $646,497 (+25%) from 2022

Net Income

Flat

$0

Flat from 2022

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

2023

Assets$2,032,334
Liabilities$2,004,587
Net Assets$27,747
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$3,240,915
Expenses$3,240,915
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 26, 2024
Return Version
2022v5.0
Gross Receipts
$3,240,915
Mission and Program Overview

Mission

To provide tuition-free virtual education through technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$677,007$1,427,268▲ $750,261
Pledges and Grants Receivable$173,356$529,348▲ $355,992
Prepaid Expenses and Deferred Charges$60,591$56,726▼ $3,865
Land, Buildings, and Equipment, Net$25,721$18,992▼ $6,729
Total Assets$936,675$2,032,334▲ $1,095,659
Liabilities
Other Liabilities$693,063$1,364,677▲ $671,614
Deferred Revenue$148,598$589,547▲ $440,949
Accounts Payable and Accrued Expenses$67,267$50,363▼ $16,904
Total Liabilities$908,928$2,004,587▲ $1,095,659
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,413$61,524▲ $50,111
Net Assets Without Donor Restrictions$16,334$-33,777▼ $50,111
Total Net Assets Fund Balance$27,747$27,747→ $0
Total Liabilities and Net Assets / Fund Balance$936,675$2,032,334▲ $1,095,659

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,992$26,694$45,686
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
K12 California LLCCurriculum, Materials & Support Services11720 PLAZA AMERICA DR SUITE 900, Reston, VA 20190$328,077
Revenue and Support

Revenue Composition

Contributions and Grants
$3,238,813
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,102
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,240,915
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,240,915
Total Revenue per Form 990
$3,240,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,784,253
Other Expenses$1,456,662
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,362,287--$1,362,287
Information Technology$615,493$2,349-$617,842
Fees for Services Other$35,326$203,167-$238,493
Pension Plan Contributions$201,134--$201,134
Other Expenses$362,889$112,735-$112,735
Payroll Taxes$112,389--$112,389
Other Employee Benefits$108,443--$108,443
Fees for Services Accounting-$37,996-$37,996
Office Expenses$6,953$24,451-$31,404
Travel$15,740$8,919-$24,659
Insurance$10,640$560-$11,200
Conferences and Meetings$5,638$3,195-$8,833
Depreciation Depletion$7,883--$7,883
Fees for Services Legal-$2,728-$2,728
Total Functional Expenses$2,844,815$396,100$0$3,240,915

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,240,915
Total Expenses per Audited Statements$3,240,915
Total Expenses per Form 990$3,240,915
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$1,220,597
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
2024-04-26
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

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, 2023, 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 403 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt067267
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt050363
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE TUITION-FREE VIRTUAL EDUCATION THROUGH TECHNOLOGY.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIMBERLY ODOM
IRS990/BooksInCareOfDetail/PhoneNum08055810202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050 MORELAND ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SIMI VALLEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093065
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03195
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05638
IRS990/ConferencesMeetingsGrp/TotalAmt08833
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0328077
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt011720 PLAZA AMERICA DR SUITE 900
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0RESTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020190
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0K12 CALIFORNIA LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CURRICULUM, MATERIALS & SUPPORT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03238813
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01456662
IRS990/CYOtherRevenueAmt02102
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt00
IRS990/CYSalariesCompEmpBnftPaidAmt01784253
IRS990/CYTotalExpensesAmt03240915
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03240915
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0148598
IRS990/DeferredRevenueGrp/EOYAmt0589547
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07883
IRS990/DepreciationDepletionGrp/TotalAmt07883
IRS990/Desc0INSIGHT PROGRAMS BLEND INNOVATIVE NEW INSTRUCTIONAL TECHNOLOGY WITH A TRADITIONAL CURRICULUM FOR STUDENTS ALL ACROSS CALIFORNIA. INSIGHT USES THE K12 CURRICULUM TO OFFER CALIFORNIA STUDENTS IN GRADES K-12 AN EXCEPTIONAL LEARNING EXPERIENCE. WITH INDIVIDUALIZED LEARNING APPROACHES, INSIGHT AND K12 PROVIDE THE TOOLS KIDS NEED TO SUCCEED IN SCHOOL AND BEYOND.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt011413
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt061524
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02844815
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt037996
IRS990/FeesForServicesAccountingGrp/TotalAmt037996
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02728
IRS990/FeesForServicesLegalGrp/TotalAmt02728
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0203167
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt035326
IRS990/FeesForServicesOtherGrp/TotalAmt0238493
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0FRED VALLERGA
IRS990/Form990PartVIISectionAGrp/PersonNm1BILL BUSHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DEANNA VALLERGA
IRS990/Form990PartVIISectionAGrp/PersonNm3LAURIE FRACOLLI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DISTRICT REPRESENTATIVE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt03238813
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03240915
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02349
IRS990/InformationTechnologyGrp/ProgramServicesAmt0615493
IRS990/InformationTechnologyGrp/TotalAmt0617842
IRS990/InsuranceGrp/ManagementAndGeneralAmt0560
IRS990/InsuranceGrp/ProgramServicesAmt010640
IRS990/InsuranceGrp/TotalAmt011200
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026694
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025721
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018992
IRS990/LandBldgEquipCostOrOtherBssAmt045686
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TUITION-FREE VIRTUAL EDUCATION THROUGH TECHNOLOGY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027747
IRS990/NetAssetsOrFundBalancesEOYAmt027747
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016334
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-33777
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024451
IRS990/OfficeExpensesGrp/ProgramServicesAmt06953
IRS990/OfficeExpensesGrp/TotalAmt031404
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0108443
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0108443
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1DISTRICT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0112735
IRS990/OtherExpensesGrp/ProgramServicesAmt0362889
IRS990/OtherExpensesGrp/TotalAmt0362889
IRS990/OtherExpensesGrp/TotalAmt1112735
IRS990/OtherLiabilitiesGrp/BOYAmt0693063
IRS990/OtherLiabilitiesGrp/EOYAmt01364677
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER LOCAL REVENUES
IRS990/OtherRevenueMiscGrp/ExclusionAmt02102
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02102
IRS990/OtherRevenueTotalAmt02102
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01362287
IRS990/OtherSalariesAndWagesGrp/TotalAmt01362287
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0112389
IRS990/PayrollTaxesGrp/TotalAmt0112389
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0201134
IRS990/PensionPlanContributionsGrp/TotalAmt0201134
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0173356
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0529348
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt060591
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056726
IRS990/PrincipalOfficerNm0FRED VALLERGA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02590594
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01105153
IRS990/PYOtherRevenueAmt03824
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt01489265
IRS990/PYTotalExpensesAmt02594418
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02594418
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0677007
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01427268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03238813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02590594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04287776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03904449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03129758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017151390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01265
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01265
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02102
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03824
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01419
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01876
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09221
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99940
IRS990ScheduleA/PublicSupportPY170Pct00.99140
IRS990ScheduleA/PublicSupportTotal170Amt017151390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03238813
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02590594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04287776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03904449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03129758
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017151390
IRS990ScheduleA/TotalSupportAmt017161876
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt018992
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026694
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045686
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03240915
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01220597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1144080
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO K12 CALIFORNIA, LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO FEDERAL, STATE, AND LOCAL GOVERNMENTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03240915
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, 2023, 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018992
IRS990ScheduleD/TotalExpensesPerForm990Amt03240915
IRS990ScheduleD/TotalLiabilityAmt01364677
IRS990ScheduleD/TotalRevenuePerForm990Amt03240915
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03240915
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03240915
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0936675
IRS990/TotalAssetsEOYAmt02032334
IRS990/TotalAssetsGrp/BOYAmt0936675
IRS990/TotalAssetsGrp/EOYAmt02032334
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03238813
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0396100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02844815
IRS990/TotalFunctionalExpensesGrp/TotalAmt03240915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0908928
IRS990/TotalLiabilitiesEOYAmt02004587
IRS990/TotalLiabilitiesGrp/BOYAmt0908928
IRS990/TotalLiabilitiesGrp/EOYAmt02004587
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027747
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027747
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02844815
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03240915
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0936675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02032334
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt08919
IRS990/TravelGrp/ProgramServicesAmt015740
IRS990/TravelGrp/TotalAmt024659
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 MORELAND ROAD
IRS990/USAddress/CityNm0SIMI VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093065
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.CALIVA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED VALLERGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08055810202
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSIGHT SAN JOAQUIN
ReturnHeader/Filer/BusinessNameControlTxt0INSI
ReturnHeader/Filer/EIN0810844085
ReturnHeader/Filer/PhoneNum08055810202
ReturnHeader/Filer/USAddress/AddressLine1Txt050 MORELAND ROAD
ReturnHeader/Filer/USAddress/CityNm0SIMI VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093065
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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
ReturnHeader/PreparerPersonGrp/PhoneNum03108731600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIZBETH G NEVAREZ
ReturnHeader/ReturnTs02024-05-06T11:11:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALLERGA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,032,334
Liabilities
$2,004,587
Net assets
$27,747
Revenue
$3,240,915
Expenses
$3,240,915
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