Civic Intelligence

Soul Charter School Inc

EIN 81-3812034 • 501(c)3 • Solana Beach, CA

Revoked990-N Coverage

Profile

Provide exceptional education that awakens individuals to know who they are, discover their passions and purpose, and thrive holistically, to achieve both mental and life mastery

Revocation date: Nov 15, 2024

533 Lomas Sante Fe DriveSolana Beach, CA 92075

soulcharterschool.org

Siviq Scores

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

Liabilities / Assets

98th percentile

2.24x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.25x

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

501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

3rd percentile

-74%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$93,736

Down $260,386 (-74%) from 2019

Liabilities

Down

$209,544

Down $168,864 (-45%) from 2019

Net Assets

Down

-$115,808

Down $91,522 (-377%) from 2019

Operations
Liabilities / Revenue80th percentileNet Margin23rd percentile

Revenue

Down

$852,019

Down $244,647 (-22%) from 2019

Expenses

Down

$943,541

Down $107,157 (-10%) from 2019

Net Income

Down

-$91,522

Down $137,490 (-299%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$600K$400K$200K$0-$200KAssets 2018: $331,116Liabilities 2018: $401,370Net Assets 2018: -$70,2542018Assets 2019: $354,122Liabilities 2019: $378,408Net Assets 2019: -$24,2862019Assets 2020: $93,736Liabilities 2020: $209,544Net Assets 2020: -$115,8082020

Highlighted filing

2020

Assets$93,736
Liabilities$209,544
Net Assets-$115,808
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $733,182Expenses 2018: $803,893Net Income 2018: -$70,7112018Revenue 2019: $1,096,666Expenses 2019: $1,050,698Net Income 2019: $45,9682019Revenue 2020: $852,019Expenses 2020: $943,541Net Income 2020: -$91,5222020

Highlighted filing

2020

Revenue$852,019
Expenses$943,541
Net Income-$91,522
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,736
Liabilities
$209,544
Net assets
-$115,808
Revenue
$852,019
Expenses
$943,541
Net income
-$91,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.21$0.12$0.85$0.94$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.38$0.02$1.10$1.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.40$0.07$0.73$0.80$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$858,509
Mission and Program Overview

Mission

Provide exceptional education that awakens individuals to know who they are, discover their passions and purpose, and thrive holistically, to achieve both mental and life mastery

Operation of a california charter school in san diego county

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$141,882$77,258▼ $64,624
Savings and Temporary Cash Investments$78,210$9,629▼ $68,581
Accounts Receivable$129,160$5,152▼ $124,008
Prepaid Expenses and Deferred Charges$4,870$1,697▼ $3,173
Total Assets$354,122$93,736▼ $260,386
Liabilities
Unsecured Notes Loans Payable$223,226$111,613▼ $111,613
Accounts Payable and Accrued Expenses$155,182$97,931▼ $57,251
Total Liabilities$378,408$209,544▼ $168,864
Net Assets / Fund Balance
Net Assets With Donor Restrictions$24,000$0▼ $24,000
Net Assets Without Donor Restrictions$-48,286$-115,808▼ $67,522
Total Net Assets Fund Balance$-24,286$-115,808▼ $91,522
Total Liabilities and Net Assets / Fund Balance$354,122$93,736▼ $260,386
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marisa FogelmanExecutive DirectorFT$42,398$11,770$54,168
Wendy KaveneyCFO/director of OperationsFT$40,692$9,446$50,138

Board Members and Trustees

NameTitle
Michael KoenigChair
Monet DiamanteDirector
Kimberly CoralloSecretary
Phil BlackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$855,318
Program Service Revenue
$2,029
Investment Income
$1,162
Other Revenue
$-6,490
All Other Contributions
$124,511
Change in Net Assets
$-91,522

Audited Revenue Reconciliation

Revenue per Audited Statements
$858,509
Revenue Not Reported on Financial Statements
$-6,490
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-6,490
Total Revenue per Audited Statements
$858,509
Total Revenue per Form 990
$852,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$647,435
Other Expenses$296,106
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$381,331$6,021-$387,352
Current Officers, Directors, Trustees, and Key Employees-$104,749-$104,749
Pension Plan Contributions$96,510$3,983-$100,493
Occupancy$66,042$11,104-$77,146
Fees for Services Accounting$54,751$10,429-$65,180
Fees for Services Other$31,610$4,135-$35,745
Other Employee Benefits$33,700--$33,700
Fees for Services Legal$26,750$3,571-$30,321
Payroll Taxes$19,462$1,679-$21,141
Insurance$12,955$2,468-$15,423
Information Technology$3,520$670-$4,190
Other Expenses$3,158$281-$3,439
Office Expenses$1,687$496-$2,183
Interest-$2,012-$2,012
Travel$794$151-$945
Conferences and Meetings$920--$920
Advertising$204--$204
Total Functional Expenses$791,792$151,749$0$943,541

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$950,031
Expenses per Audited Statements$943,541
Total Expenses per Form 990$943,541
Expenses Not Reported on Form 990$6,490
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,490
Fundraising Gross Income$0
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

“A cpa firm will prepare the tax return and send a draft copy to the executive director, who will forward the draft copy to the board of directors for their approval before filing. Once approved, the cpa firm will be notified to e-file our return (if applicable) or will finalize the paper return for our mailing.”

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

“In accordance with the organization's bylaws, all board members and key administrators are required to complete the state of california form 700 (statement of economic interest) on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Compensation is reviewed and approved by the board for all officers and directors.”

Form 990, Part VI, Section C, Line 19

“Detailed monthly and year-to-date financial statements are attached to the minutes of each monthly board meeting, cde interim financial reports and unaudited actuals are approved by the board and attached to the minutes to the board. Audit reports and form 990 are reviewed by the board and attached to the minutes of the board. All of the foregoing can be reviewed in the school's administration office.”

Filing and Contact Details

Filer

Filer Name
Soul Charter School Inc
EIN
81-3812034
Phone
8583451888
Address
533 LOMAS SANTE FE DRIVE, SOLANA BEACH, CA 92075

Signing Officer

Name
Marisa Bruyneel-fogelman
Title
Executive Director
Phone
8583451888
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
15
Volunteers
5

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Christy White
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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event direct expenses”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event direct expenses”

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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/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-6490
IRS990ScheduleD/RevenueSubtotalAmt0858509
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EVENT DIRECT EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EVENT DIRECT EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0943541
IRS990ScheduleD/TotalRevenuePerForm990Amt0852019
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0858509
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0950031
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/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH INFORMATION AVAILABLE ON THE ORGANIZATION'S WEBSITE, WITHIN THE CHARTERING DOCUMENTS FOR THE CALIFORNIA PUBLIC CHARTER SCHOOL, AND OTHER CORRESPONDENCES WITH THE GENERAL PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE IS NOT APPLICABLE AND NO RECORDS FOR SUCH AID ARE MAINTAINED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FORM THE CALIFORNIA DEPARTMENT OF EDUCATION AND THE COUNTY OF SAN DIEGO, CALIFORNIA AS PART OF ITS OPERATION OF ITS PUBLIC CHARTER SCHOOLS.
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/ExplanationTxt0A CPA FIRM WILL PREPARE THE TAX RETURN AND SEND A DRAFT COPY TO THE EXECUTIVE DIRECTOR, WHO WILL FORWARD THE DRAFT COPY TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL BEFORE FILING. ONCE APPROVED, THE CPA FIRM WILL BE NOTIFIED TO E-FILE OUR RETURN (IF APPLICABLE) OR WILL FINALIZE THE PAPER RETURN FOR OUR MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, ALL BOARD MEMBERS AND KEY ADMINISTRATORS ARE REQUIRED TO COMPLETE THE STATE OF CALIFORNIA FORM 700 (STATEMENT OF ECONOMIC INTEREST) ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD FOR ALL OFFICERS AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DETAILED MONTHLY AND YEAR-TO-DATE FINANCIAL STATEMENTS ARE ATTACHED TO THE MINUTES OF EACH MONTHLY BOARD MEETING, CDE INTERIM FINANCIAL REPORTS AND UNAUDITED ACTUALS ARE APPROVED BY THE BOARD AND ATTACHED TO THE MINUTES TO THE BOARD. AUDIT REPORTS AND FORM 990 ARE REVIEWED BY THE BOARD AND ATTACHED TO THE MINUTES OF THE BOARD. ALL OF THE FOREGOING CAN BE REVIEWED IN THE SCHOOL'S ADMINISTRATION OFFICE.
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
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0354122
IRS990/TotalAssetsEOYAmt093736
IRS990/TotalAssetsGrp/BOYAmt0354122
IRS990/TotalAssetsGrp/EOYAmt093736
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0855318
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0151749
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0791792
IRS990/TotalFunctionalExpensesGrp/TotalAmt0943541
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0378408
IRS990/TotalLiabilitiesEOYAmt0209544
IRS990/TotalLiabilitiesGrp/BOYAmt0378408
IRS990/TotalLiabilitiesGrp/EOYAmt0209544
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-24286
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-115808
IRS990/TotalOtherCompensationAmt021216
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01084
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01084
IRS990/TotalProgramServiceExpensesAmt0791792
IRS990/TotalProgramServiceRevenueAmt02029
IRS990/TotalReportableCompFromOrgAmt083090
IRS990/TotalRevenueGrp/ExclusionAmt0-5328
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02029
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0852019
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0354122
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt093736
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0151
IRS990/TravelGrp/ProgramServicesAmt0794
IRS990/TravelGrp/TotalAmt0945
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0223226
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0111613
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0533 LOMAS SANTE FE DRIVE
IRS990/USAddress/CityNm0SOLANA BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092075
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0SOULCHARTERSCHOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARISA BRUYNEEL-FOGELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08583451888
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUL CHARTER SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUL
ReturnHeader/Filer/EIN0813812034
ReturnHeader/Filer/PhoneNum08583451888
ReturnHeader/Filer/USAddress/AddressLine1Txt0533 LOMAS SANTE FE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOLANA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092075
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272956198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTY WHITE ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0348 OLIVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06192708222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTY WHITE
ReturnHeader/ReturnTs02021-05-17T11:52:25-05:00
ReturnHeader/ReturnTypeCd0990

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