Civic Intelligence

Sycamore Creek Community Charter School

EIN 81-3392907 • 501(c)3 • Huntington Beach, CA

Profile

Our mission is to educate students so they: (cont. On schedule o)-think critically and independently while recognizing humanity's inderdependence with the local and global community; -strive to control the outcome of their educational goals;-stay committed to engaging the people, places, and learning opportunities around them in order to direct their intellectual, physical, and emotional growth; -value differences in others by responding with empathy; and -see challenges as a natural part of life an and an opportunity for growth.

17131 Emerald LaneHuntington Beach, CA 92647

sycamorecreekcharter.org

Siviq Scores

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

Liabilities / Assets

77th percentile

0.36x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

33rd percentile

-2.6%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$116,523

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

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

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

39th percentile

1.1%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Down

$1,480,343

Down $223,461 (-13%) from 2023

Liabilities

Down

$536,798

Down $161,225 (-23%) from 2023

Net Assets

Down

$943,545

Down $62,236 (-6.2%) from 2023

Revenue

Up

$2,403,598

Up $27,315 (+1.1%) from 2023

Expenses

Up

$2,465,834

Up $485,215 (+24%) from 2023

Net Income

Down

-$62,236

Down $457,900 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2020: $174,408Liabilities 2020: $242,229Net Assets 2020: -$67,8212020Assets 2021: $768,800Liabilities 2021: $507,009Net Assets 2021: $261,7912021Assets 2022: $1,058,627Liabilities 2022: $448,510Net Assets 2022: $610,1172022Assets 2023: $1,703,804Liabilities 2023: $698,023Net Assets 2023: $1,005,7812023Assets 2024: $1,480,343Liabilities 2024: $536,798Net Assets 2024: $943,5452024

Highlighted filing

2024

Assets$1,480,343
Liabilities$536,798
Net Assets$943,545

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $641,310Expenses 2020: $713,068Net Income 2020: -$71,7582020Revenue 2021: $1,300,423Expenses 2021: $970,811Net Income 2021: $329,6122021Revenue 2022: $1,779,164Expenses 2022: $1,430,838Net Income 2022: $348,3262022Revenue 2023: $2,376,283Expenses 2023: $1,980,619Net Income 2023: $395,6642023Revenue 2024: $2,403,598Expenses 2024: $2,465,834Net Income 2024: -$62,2362024

Highlighted filing

2024

Revenue$2,403,598
Expenses$2,465,834
Net Income-$62,236

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$2,403,598
Mission and Program Overview

Mission

Our mission is to educate students so they: (cont. On schedule o)-think critically and independently while recognizing humanity's inderdependence with the local and global community; -strive to control the outcome of their educational goals;-stay committed to engaging the people, places, and learning opportunities around them in order to direct their intellectual, physical, and emotional growth; -value differences in others by responding with empathy; and -see challenges as a natural part of life an and an opportunity for growth.

Operate a public charter school guided by the waldorf educational philsophy

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,005,870$1,012,540▲ $6,670
Accounts Receivable$365,907$281,756▼ $84,151
Savings and Temporary Cash Investments$166,042$169,281▲ $3,239
Prepaid Expenses and Deferred Charges$23,776$16,766▼ $7,010
Total Assets$1,703,804$1,480,343▼ $223,461
Other Assets Total$142,209$0▼ $142,209
Liabilities
Deferred Revenue$295,526$322,507▲ $26,981
Accounts Payable and Accrued Expenses$135,405$152,302▲ $16,897
Other Liabilities$142,209$0▼ $142,209
Unsecured Notes Loans Payable$124,883$61,989▼ $62,894
Total Liabilities$698,023$536,798▼ $161,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,005,781$943,545▼ $62,236
Total Net Assets Fund Balance$1,005,781$943,545▼ $62,236
Total Liabilities and Net Assets / Fund Balance$1,703,804$1,480,343▼ $223,461
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah BachExecutive DirectorFT$97,900$18,623$116,523

Board Members and Trustees

NameTitle
Alisha WalkerPresident
Lisa UmedaDirector
Lizabeth ThompsonDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Edtec INCBusiness Services1266 66TH ST SUITE 4, Emeryville, CA 94608$144,406
Revenue and Support

Revenue Composition

Contributions and Grants
$2,283,121
Program Service Revenue
$112,916
Investment Income
$6,560
Other Revenue
$1,001
Change in Net Assets
$-62,236

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,403,598
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,403,598
Total Revenue per Form 990
$2,403,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,426,447
Other Expenses$1,039,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$990,875$21,560-$1,012,435
Fees for Services Other$132,883$88,816-$221,699
Pension Plan Contributions$210,944$6,149-$217,093
Occupancy$121,398$40,313-$161,711
Fees for Services Accounting$64,087$49,570-$113,657
Current Officers, Directors, Trustees, and Key Employees$62,806$15,702-$78,508
Other Employee Benefits$68,586$1,125-$69,711
Payroll Taxes$45,554$3,146-$48,700
Fees for Services Legal$21,709$16,791-$38,500
Insurance-$35,270-$35,270
Conferences and Meetings$15,492$11,983-$27,475
Office Expenses$15,723$8,402-$24,125
Information Technology$10,441$8,076-$18,517
Other Expenses$17,776$1,396-$17,776
Travel$8,189--$8,189
Total Functional Expenses$2,047,030$418,804$0$2,465,834

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,465,834
Total Expenses per Audited Statements$2,465,834
Total Expenses per Form 990$2,465,834
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

The form 990 is reviewed by the executive director and the business services provider before filing. The final form 990 is brought before the board in a public board meeting.

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

Compliance is monitored annually through filing of ca form 700 economic interest statement.

Form 990, Part VI, Section B, Line 15

Compensation for the executive director is reviewed and approved by the board and executed by a written employment contract.

Form 990, Part VI, Section C, Line 19

Documents are available upon request if not already made available on the organization's website.

Filing and Contact Details

Filer

Filer Name
Sycamore Creek Community Charter School
EIN
81-3392907
Phone
7145943660
Address
17131 EMERALD LANE, HUNTINGTON BEACH, CA 92647

Signing Officer

Name
Sarah Bach
Title
Executive Director
Phone
7145943660
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Bach
Formed
2016
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
32
Volunteers
35

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Marcy Kearney
Phone
6192708222
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Management believes all of its significant tax positions would be upheld under examination; therefore, no provision for income tax has been recorded.

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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/TotExpnsEtcAuditedFinclStmtAmt02465834
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY WITHIN ITS CHARTER DOCUMENT. THE CHARTER DOCUMENT IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND IS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL THAT OPERATES TUITION-FREE; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT APPLICABLE AND RECORDS FOR SUCH ARE NOT MAINTAINED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE UNITED STATE AND CALIFORNIA DEPARTMENTS OF EDUCATION AND THE COUNTY OF ORANGE, CALIFORNIA AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BUSINESS SERVICES PROVIDER BEFORE FILING. THE FINAL FORM 990 IS BROUGHT BEFORE THE BOARD IN A PUBLIC BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLIANCE IS MONITORED ANNUALLY THROUGH FILING OF CA FORM 700 ECONOMIC INTEREST STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD AND EXECUTED BY A WRITTEN EMPLOYMENT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST IF NOT ALREADY MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SYCAMORE CREEK COMMUNITY SCHOOL
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0SCCCS FACILITIES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0813392907
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt00
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PROPERTY HOLDING
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt00
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt04321 CERRITOS AVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0CYPRESS
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd090630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SCCCS COMMUNITY COUNCIL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0854194661
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT SCCCS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12C, III-FI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06771 WARNER AVE SUITE 4796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HUNTINGTON BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092605
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01703804
IRS990/TotalAssetsEOYAmt01480343
IRS990/TotalAssetsGrp/BOYAmt01703804
IRS990/TotalAssetsGrp/EOYAmt01480343
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02283121
IRS990/TotalEmployeeCnt032
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0418804
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02047030
IRS990/TotalFunctionalExpensesGrp/TotalAmt02465834
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0698023
IRS990/TotalLiabilitiesEOYAmt0536798
IRS990/TotalLiabilitiesGrp/BOYAmt0698023
IRS990/TotalLiabilitiesGrp/EOYAmt0536798
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01005781
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0943545
IRS990/TotalOtherCompensationAmt018623
IRS990/TotalProgramServiceExpensesAmt02047030
IRS990/TotalProgramServiceRevenueAmt0112916
IRS990/TotalReportableCompFromOrgAmt097900
IRS990/TotalRevenueGrp/ExclusionAmt07561
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0112916
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02403598
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01703804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01480343
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt08189
IRS990/TravelGrp/TotalAmt08189
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0124883
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt061989
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017131 EMERALD LANE
IRS990/USAddress/CityNm0HUNTINGTON BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092647
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0SYCAMORECREEKCHARTER.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH BACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR

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