Civic Intelligence

John Adams Academies Foundation

990EZ • Fiscal year 2020 • EIN 82-2660275

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

1 Sierra Gate PlazaRoseville, CA 95678

(916) 780-6800

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$193,341

No earlier filing loaded for comparison.

Net Assets

$193,341

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$172,600

No earlier filing loaded for comparison.

Expenses

$37,506

No earlier filing loaded for comparison.

Net Income

$135,094

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2020: $193,341Liabilities 2020: $0Net Assets 2020: $193,3412020Assets 2021: $341,468Liabilities 2021: $0Net Assets 2021: $341,4682021Assets 2022: $511,336Liabilities 2022: $0Net Assets 2022: $511,3362022Assets 2023: $502,747Liabilities 2023: $0Net Assets 2023: $502,7472023Assets 2024: $560,847Liabilities 2024: $0Net Assets 2024: $560,8472024Assets 2025: $319,642Liabilities 2025: $0Net Assets 2025: $319,6422025

Highlighted filing

2020

Assets$193,341
Liabilities$0
Net Assets$193,341

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2020: $172,600Expenses 2020: $37,506Net Income 2020: $135,0942020Revenue 2021: $249,589Expenses 2021: $101,462Net Income 2021: $148,1272021Revenue 2022: $313,952Expenses 2022: $144,084Net Income 2022: $169,8682022Revenue 2023: $120,861Expenses 2023: $129,450Net Income 2023: -$8,5892023Revenue 2024: $190,698Expenses 2024: $132,598Net Income 2024: $58,1002024Revenue 2025: $136,471Expenses 2025: $377,676Net Income 2025: -$241,2052025

Highlighted filing

2020

Revenue$172,600
Expenses$37,506
Net Income$135,094
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$178,740
Mission and Program Overview

Mission

Charitable and educational. Promote & support john adams academies, inc. And its schools and educational programs.

Program Services

DescriptionGrantsExpenses
CHARITABLE AND EDUCATIONAL. PROMOTE & SUPPORT JOHN ADAMS ACADEMIES, INC. AND ITS SCHOOLS AND EDUCATIONAL PROGRAMS.$1,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR DEAN FORMANChief Executive Officer-$0--
JASON CARDINETChief Financial Officer-$0--
MATT MORGADOSecretary-$0--
BRUCE STEPHENSONTrustee-$0--
GEOFF BIXLERTrustee-$0--
VIRGINIA GROVETrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Revolution Run$60,500-$1,263-
Virtus Dinner$5,570-$3,397-
Total Events$67,690$1,620$6,140$-4,520
Filing and Contact Details

Filer

Filer Name
John Adams Academies Foundation
EIN
82-2660275
Phone
9167806800
Address
1 SIERRA GATE PLAZA, ROSEVILLE, CA 95678

Signing Officer

Name
Jason Cardinet
Title
Chief Financial Officer
Phone
9167806800
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Keith R Glen
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship grant. Grantee name: various - available upon request. Grantee relationship: non. Amount given: 1,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: conferences & training. Amount: 15,573. Description: education expenses. Amount: 13,478. Description: miscellaneous expenses. Amount: 1,402. Description: lincoln campus expenses. Amount: 4,123. Description: membership fees. Amount: 1,000. Description: bank fees . Amount: 80. Total to form 990-ez, line 16: 35,656.

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09167847800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05160 VIRGINIATOWN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWCASTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt0178740
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt058247
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0193341
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058247
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR DEAN FORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON CARDINET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT MORGADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEOFF BIXLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VIRGINIA GROVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035656
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND EDUCATIONAL. PROMOTE & SUPPORT JOHN ADAMS ACADEMIES, INC. AND ITS SCHOOLS AND EDUCATIONAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE AND EDUCATIONAL. PROMOTE & SUPPORT JOHN ADAMS ACADEMIES, INC. AND ITS SCHOOLS AND EDUCATIONAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-4520
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0172600
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0247120
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0247120
IRS990ScheduleA/TotalSupportAmt0247120
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt066070
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt060500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05570
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REVOLUTION RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VIRTUS DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01620
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4520
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01480
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06140
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01263
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03397
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIP GRANT. GRANTEE NAME: VARIOUS - AVAILABLE UPON REQUEST. GRANTEE RELATIONSHIP: NON. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES & TRAINING. AMOUNT: 15,573. DESCRIPTION: EDUCATION EXPENSES. AMOUNT: 13,478. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 1,402. DESCRIPTION: LINCOLN CAMPUS EXPENSES. AMOUNT: 4,123. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 1,000. DESCRIPTION: BANK FEES . AMOUNT: 80. TOTAL TO FORM 990-EZ, LINE 16: 35,656.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON CARDINET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09167806800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN ADAMS ACADEMIES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0822660275
ReturnHeader/Filer/PhoneNum09167806800
ReturnHeader/Filer/USAddress/AddressLine1Txt01 SIERRA GATE PLAZA
ReturnHeader/Filer/USAddress/CityNm0ROSEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095678
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId067639D8D55F6B218ED5E382FB77B71D17F0527F1
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.231.71.251
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:05:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH R GLEN
ReturnHeader/ReturnTs02020-11-14T15:29:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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