Civic Intelligence

Phoenix Charter Academy

990 • Fiscal year 2023 • EIN 82-1965839

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization ProfileWWW.OURPCA.ORG
145 Shasta View Drive 100Redding, CA 96003

(530) 222-9275

Siviq Scores

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

Liabilities / Assets

89th percentile

0.68x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.84x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

9th percentile

-37%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

91st percentile

$211,643

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

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

Asset Growth

84th percentile

33%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$4,547,481

Up $1,121,558 (+33%) from 2022

Net Assets

Down

$1,446,568

Down $1,001,769 (-41%) from 2022

Liabilities

Up

$3,100,913

Up $2,123,327 (+217%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin9th percentile

Revenue

Down

$3,678,690

Down $1,043,207 (-22%) from 2022

Expenses

Up

$5,055,227

Up $1,103,878 (+28%) from 2022

Net Income

Down

-$1,376,537

Down $2,147,085 (-279%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $1,207,084Liabilities 2018: $607,286Net Assets 2018: $599,7982018Assets 2019: $1,158,263Liabilities 2019: $426,045Net Assets 2019: $732,2182019Assets 2020: $1,456,903Liabilities 2020: $580,590Net Assets 2020: $876,3132020Assets 2021: $2,046,852Liabilities 2021: $369,063Net Assets 2021: $1,677,7892021Assets 2022: $3,425,923Liabilities 2022: $977,586Net Assets 2022: $2,448,3372022Assets 2023: $4,547,481Liabilities 2023: $3,100,913Net Assets 2023: $1,446,5682023Assets 2024: $3,493,094Liabilities 2024: $2,090,964Net Assets 2024: $1,402,1302024

Highlighted filing

2023

Assets$4,547,481
Liabilities$3,100,913
Net Assets$1,446,568
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $3,796,619Expenses 2018: $3,196,821Net Income 2018: $599,7982018Revenue 2019: $3,546,802Expenses 2019: $3,414,382Net Income 2019: $132,4202019Revenue 2020: $3,846,086Expenses 2020: $3,701,991Net Income 2020: $144,0952020Revenue 2021: $4,534,789Expenses 2021: $3,733,313Net Income 2021: $801,4762021Revenue 2022: $4,721,897Expenses 2022: $3,951,349Net Income 2022: $770,5482022Revenue 2023: $3,678,690Expenses 2023: $5,055,227Net Income 2023: -$1,376,5372023Revenue 2024: $4,876,434Expenses 2024: $4,920,872Net Income 2024: -$44,4382024

Highlighted filing

2023

Revenue$3,678,690
Expenses$5,055,227
Net Income-$1,376,537
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$3,678,690
Mission and Program Overview

Mission

The mission of pca is to provide a variety of innovative teaching methods and opportunities for teachers, parents, students, and community members to improve pupil outcomes. Using a variety of learning opportunities and highly trained credentialed staff, we partner with the parent to create a learning path for each individual student.

To serve students through personalized learning and to support parental choice in education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$911,605$2,154,759▲ $1,243,154
Savings and Temporary Cash Investments$1,168,796$655,400▼ $513,396
Pledges and Grants Receivable$972,975$647,972▼ $325,003
Cash and Non-Interest-Bearing Accounts$328,262$205,961▼ $122,301
Prepaid Expenses and Deferred Charges$44,285$83,532▲ $39,247
Total Assets$3,425,923$4,547,481▲ $1,121,558
Other Assets Total$0$799,857▲ $799,857
Liabilities
Other Liabilities$0$1,516,909▲ $1,516,909
Accounts Payable and Accrued Expenses$178,788$887,588▲ $708,800
Unsecured Notes Loans Payable$798,798$696,416▼ $102,382
Total Liabilities$977,586$3,100,913▲ $2,123,327
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,448,337$1,446,568▼ $1,001,769
Total Net Assets Fund Balance$2,448,337$1,446,568▼ $1,001,769
Total Liabilities and Net Assets / Fund Balance$3,425,923$4,547,481▲ $1,121,558

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,260,231-$1,260,231
Land$775,000-$775,000
Equipment$53,477$113,195$166,672
Buildings$66,051$60,044$126,095
Other Assets Org$799,857--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleBaseOtherTotal
Dr Patricia DoughertyExecutive Director$191,966$19,677$211,643

Board Members and Trustees

NameTitle
Patrick KeenerPresident
Kyle KnickerbockerBoard Member
Lance SmithBoard Member
Pamela KnickerbockerBoard Member
Rod MenezesBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$3,664,537
Program Service Revenue
$0
Investment Income
$5,280
Other Revenue
$8,873
Change in Net Assets
$-1,376,537

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,678,690
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,678,690
Total Revenue per Form 990
$3,678,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,647,368
Salaries, Compensation, and Employee Benefits$2,407,859
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,405,384$239,012-$1,644,396
Other Salaries and Wages$1,558,067$32,035-$1,590,102
Pension Plan Contributions$298,279$10,326-$308,605
Other Employee Benefits$223,645$7,221-$230,866
Current Officers, Directors, Trustees, and Key Employees$164,456$54,819-$219,275
Office Expenses$112,989$101,408-$214,397
Fees for Services Management$54,435$122,524-$176,959
Interest-$176,947-$176,947
Payroll Taxes$54,547$4,464-$59,011
Insurance-$56,502-$56,502
Fees for Services Accounting-$39,726-$39,726
Travel$37,862$196-$38,058
Fees for Services Legal-$32,468-$32,468
Depreciation Depletion-$17,077-$17,077
Advertising$7,980$6,545-$14,525
Fees for Services Other$5,370$3,268-$8,638
Conferences and Meetings$4,969$26-$4,995
Other Expenses$48$369-$417
All Other Expenses$16$121-$137
Total Functional Expenses$4,119,549$935,678$0$5,055,227

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,055,227
Total Expenses per Audited Statements$5,055,227
Total Expenses per Form 990$5,055,227
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
Operating Lease Liability$1,516,909
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 2

“Board members pamela knickerbocker and kyle knickerbocker are married.”

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

“The organization does not have a committee to act on behalf of the board.”

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

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

Form 990, Part VI, Section B, Line 15

“The director's pay is determined based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the director's compensation as a direct action. The process described here was last completed in 2021.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request and at the office.”

Filing and Contact Details

Filer

Filer Name
Phoenix Charter Academy
EIN
82-1965839
Phone
5302229275
Address
145 SHASTA VIEW DRIVE 100, REDDING, CA 96003

Signing Officer

Name
Dr Patricia Dougherty
Title
Executive Director
Phone
5302229280
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Patricia Dougherty
Formed
2017
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
26
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 E ROUTE 66, GLENDORA, CA 91740
Preparer
Mei-li Huang
Phone
6268577300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Phoenix charter academy is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The academy files informational returns in the u.s. Federal jurisdiction, and the state of california.”

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IRS990/Desc0PHOENIX CHARTER ACADEMY (PCA) OPERATES AS A SCHOOL THAT SERVES STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADE. PCA PROVIDES A VOLUNTARY PUBLIC EDUCATIONAL CHOICE FOR FAMILIES WHO WANT TO EDUCATE THEIR CHILDREN IN A HOME ENVIRONMENT. THEY BELIEVE THAT INDIVIDUAL DIFFERENCES AND THE UNIQUENESS OF EACH CHILD ARE TO BE SUPPORTED AND CELEBRATED. THEIR MISSION IS TO SERVE STUDENTS THROUGH PERSONALIZED LEARNING AND TO SUPPORT PARENTAL CHOICE IN EDUCATION. THEY ENCOURAGE ALL STUDENTS TO STRIVE FOR ACADEMIC EXCELLENCE. PHOENIX CHARTER ACADEMY (PCA) SERVED APPROXIMATELY 300 STUDENTS THIS YEAR.
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01558067
IRS990/OtherSalariesAndWagesGrp/TotalAmt01590102
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04464
IRS990/PayrollTaxesGrp/ProgramServicesAmt054547
IRS990/PayrollTaxesGrp/TotalAmt059011
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010326
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0298279
IRS990/PensionPlanContributionsGrp/TotalAmt0308605
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0972975
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0647972
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044285
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083532
IRS990/PrincipalOfficerNm0DR PATRICIA DOUGHERTY
IRS990/PriorPeriodAdjustmentsAmt0374768
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04706990
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06405
IRS990/PYOtherExpensesAmt01534869
IRS990/PYOtherRevenueAmt08502
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0770548
IRS990/PYSalariesCompEmpBnftPaidAmt02416480
IRS990/PYTotalExpensesAmt03951349
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04721897
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1376537
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02047
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01168796
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0655400
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt066051
IRS990ScheduleD/BuildingsGrp/DepreciationAmt060044
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0126095
IRS990ScheduleD/EquipmentGrp/BookValueAmt053477
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0113195
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0166672
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05055227
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0775000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0775000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0799857
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01260231
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01260231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01516909
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03678690
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PHOENIX CHARTER ACADEMY IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ACADEMY FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02154759
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0799857
IRS990ScheduleD/TotalExpensesPerForm990Amt05055227
IRS990ScheduleD/TotalLiabilityAmt01516909
IRS990ScheduleD/TotalRevenuePerForm990Amt03678690
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03678690
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05055227
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/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS AND ENROLLMENT MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1PHOENIX ACADEMY DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2PHOENIX CHARTER ACADEMY IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0191966
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt019677
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR PATRICIA DOUGHERTY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0211643
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS PAMELA KNICKERBOCKER AND KYLE KNICKERBOCKER ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND AT THE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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 XII, LINE 2C:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0PHOENIX CHARTER ACADEMY
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0PCA FACILITIES SHASTA VIEW
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0821965839
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt0766759
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TITLE HOLDING COMPANY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0976124
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0145 SHASTA VIEW DRIVE NO 100
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0REDDING
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd096003
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03425923
IRS990/TotalAssetsEOYAmt04547481
IRS990/TotalAssetsGrp/BOYAmt03425923
IRS990/TotalAssetsGrp/EOYAmt04547481
IRS990/TotalCompGreaterThan150KInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,547,481
Liabilities
$3,100,913
Net assets
$1,446,568
Revenue
$3,678,690
Expenses
$5,055,227
Net income
-$1,376,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$2.09$1.40$4.88$4.92$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.55$3.10$1.45$3.68$5.06$1.38
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.98$2.45$4.72$3.95$0.77
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.37$1.68$4.53$3.73$0.80
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.58$0.88$3.85$3.70$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.43$0.73$3.55$3.41$0.13
2018Summary only. Only limited summary data is available for this year.$1.21$0.61$0.60$3.80$3.20$0.60