Civic Intelligence

Ofl William S Hart Inc.

990 • Fiscal year 2021 • EIN 83-3736184

Jul 01, 2020 to Jun 30, 2021 • Filed on May 02, 2022

Organization ProfileOFL-WSH.ORG
320 N Halstead St No 210Pasadena, CA 91107

(626) 921-8285

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.30x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.18x

Higher debt load relative to revenue than 45% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

45th percentile

10%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$159,467

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-5.6%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$11,952,405

Up $2,207,279 (+23%) from 2020

Net Assets

Up

$8,322,738

Up $2,016,054 (+32%) from 2020

Liabilities

Up

$3,629,667

Up $191,225 (+5.6%) from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin45th percentile

Revenue

Down

$20,153,084

Down $1,187,426 (-5.6%) from 2020

Expenses

Down

$18,137,030

Down $844,250 (-4.4%) from 2020

Net Income

Down

$2,016,054

Down $343,176 (-15%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$30M$20M$10M$0Assets 2020: $9,745,126Liabilities 2020: $3,438,442Net Assets 2020: $6,306,6842020Assets 2021: $11,952,405Liabilities 2021: $3,629,667Net Assets 2021: $8,322,7382021Assets 2022: $15,147,635Liabilities 2022: $5,188,318Net Assets 2022: $9,959,3172022Assets 2023: $22,581,975Liabilities 2023: $12,289,173Net Assets 2023: $10,292,8022023Assets 2024: $24,566,419Liabilities 2024: $12,940,293Net Assets 2024: $11,626,1262024

Highlighted filing

2021

Assets$11,952,405
Liabilities$3,629,667
Net Assets$8,322,738
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

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

$30M$20M$10M$0Revenue 2020: $21,340,510Expenses 2020: $18,981,280Net Income 2020: $2,359,2302020Revenue 2021: $20,153,084Expenses 2021: $18,137,030Net Income 2021: $2,016,0542021Revenue 2022: $18,167,889Expenses 2022: $16,531,310Net Income 2022: $1,636,5792022Revenue 2023: $19,932,839Expenses 2023: $19,599,354Net Income 2023: $333,4852023Revenue 2024: $21,957,768Expenses 2024: $20,624,444Net Income 2024: $1,333,3242024

Highlighted filing

2021

Revenue$20,153,084
Expenses$18,137,030
Net Income$2,016,054
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.2
Gross Receipts
$20,153,084
Mission and Program Overview

Mission

Opportunities for learning (ofl), a network of free public charter high schools in southern california, offers students a flexible, personalized approach to education.

Offer students a flexible, personalized approach to education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,300,715$6,678,748▲ $2,378,033
Cash and Non-Interest-Bearing Accounts$4,914,552$4,881,199▼ $33,353
Land, Buildings, and Equipment, Net$442,144$238,508▼ $203,636
Prepaid Expenses and Deferred Charges$57,439$123,674▲ $66,235
Total Assets$9,745,126$11,952,405▲ $2,207,279
Other Assets Total$30,276$30,276→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,301,414$2,978,017▼ $323,397
Deferred Revenue$137,028$651,650▲ $514,622
Total Liabilities$3,438,442$3,629,667▲ $191,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,306,684$8,322,738▲ $2,016,054
Total Net Assets Fund Balance$6,306,684$8,322,738▲ $2,016,054
Total Liabilities and Net Assets / Fund Balance$9,745,126$11,952,405▲ $2,207,279

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$168,675$1,163,010$1,331,685
Equipment$69,833$95,876$165,709
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yelena ShapiroPrincipalFT$137,183$22,284$159,467
Catlin RhymerAssistant Principal of IntFT$147,142$9,745$156,887
Stephanie BowenAssistant PrincipalFT$116,356$21,505$137,861
Michael LeonesioAssistant PrincipalFT$116,621$14,512$131,133
Sindy ParkAssistant PrincipalFT$108,656$13,145$121,801

Board Members and Trustees

NameTitle
Herold EggerPresident
William RiveraMember
Bobbi NewmanSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kenningston Del Rancho LLCRent And Property Management17542 17TH ST STE 420, Tustin, CA 92780-7928$260,335
Soledad Entertainment LLCRent And Property Management4367 CLEAR VALLEY DR, Encino, CA 91436$200,172
Sixth & Union LLCRent And Property Management7239 TOPANGA CANYON BLVD, Canoga Park, CA 91303$101,992
Revenue and Support

Revenue Composition

Contributions and Grants
$20,152,771
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$313
Change in Net Assets
$2,016,054

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,153,084
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$20,153,084
Total Revenue per Form 990
$20,153,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,571,916
Other Expenses$8,565,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,750,215--$7,750,215
Fees for Services Management$2,633,659$877,886-$3,511,545
Other Expenses$1,978,537--$1,978,537
Fees for Services Other$1,425,630$397,441-$1,823,071
Other Employee Benefits$1,103,364--$1,103,364
Occupancy$772,226--$772,226
Payroll Taxes$582,786--$582,786
Depreciation Depletion$203,636--$203,636
Pension Plan Contributions$135,551--$135,551
Office Expenses-$113,074-$113,074
Insurance$71,772--$71,772
All Other Expenses$9,074$30,965-$40,039
Information Technology$27,460--$27,460
Advertising-$17,739-$17,739
Travel$4,684$1,331-$6,015
Total Functional Expenses$16,698,594$1,438,436$0$18,137,030

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,137,030
Total Expenses per Audited Statements$18,137,030
Total Expenses per Form 990$18,137,030
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
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
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

“Propel a charter management group, inc. Manages secondary charter schools and other educationally oriented nonprofit organizations, providing to ofl schools, among other services, the education program for independent study based instruction and program management.”

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

“There are no committees that can 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 C, Line 19

“The organization's governing documents, conflict of interest policy, and recent federal income tax returns are made availbale for public inspection at the organization's principal office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Ofl-william S Hart Inc
EIN
83-3736184
Phone
6269218285
Address
320 N HALSTEAD ST NO 210, PASADENA, CA 91107

Signing Officer

Name
Herrold Egger
Title
President
Phone
6269218285
Signed
2022-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herrold Egger
Formed
2019
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
287
Volunteers
7

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 1,192,325. Management and general expenses 397,441. Fundraising expenses 0. Total expenses 1,589,766. District admin fees: program service expenses 185,158. Management and general expenses 0. Fundraising expenses 0. Total expenses 185,158. Student services: program service expenses 48,147. Management and general expenses 0. Fundraising expenses 0. Total expenses 48,147.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The company is exempt from income taxes under section 501(c)(3) of the internal revenue code and classified by the internal revenue service as other than a private foundation. It is also exempt from state franchise and income taxes under section 23701(d) of the california revenue and taxation code. The company is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The school files an exempt school return and applicable unrelated business income tax return in the u.s. Federal jurisdiction and with the california franchise tax board.”

Raw XML AppendixShowing 400 of 463 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.

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IRS990/MissionDesc0OPPORTUNITIES FOR LEARNING (OFL), A NETWORK OF FREE PUBLIC CHARTER HIGH SCHOOLS IN SOUTHERN CALIFORNIA, OFFERS STUDENTS A FLEXIBLE, PERSONALIZED APPROACH TO EDUCATION.
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IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/ProgramServicesAmt01978537
IRS990/OtherExpensesGrp/TotalAmt01978537
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0313
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0313
IRS990/OtherRevenueTotalAmt0313
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07750215
IRS990/OtherSalariesAndWagesGrp/TotalAmt07750215
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0582786
IRS990/PayrollTaxesGrp/TotalAmt0582786
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0135551
IRS990/PensionPlanContributionsGrp/TotalAmt0135551
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt057439
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0123674
IRS990/PrincipalOfficerNm0HERROLD EGGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021340510
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt09485261
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02359230
IRS990/PYSalariesCompEmpBnftPaidAmt09496019
IRS990/PYTotalExpensesAmt018981280
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021340510
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02016054
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt069833
IRS990ScheduleD/EquipmentGrp/DepreciationAmt095876
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0165709
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt018137030
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0168675
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01163010
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01331685
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt020153084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COMPANY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. IT IS ALSO EXEMPT FROM STATE FRANCHISE AND INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE COMPANY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0238508
IRS990ScheduleD/TotalExpensesPerForm990Amt018137030
IRS990ScheduleD/TotalRevenuePerForm990Amt020153084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020153084
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018137030
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 POLICY IN THEIR STUDENT HANDBOOK WHICH IS ON THEIR SCHOOL WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT OFFER FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFONIA 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/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0137183
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1147142
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt03595
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt13701
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018689
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt16044
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0YELENA SHAPIRO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CATLIN RHYMER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRINCIPAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSISTANT PRINCIPAL OF INT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1156887
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROPEL A CHARTER MANAGEMENT GROUP, INC. MANAGES SECONDARY CHARTER SCHOOLS AND OTHER EDUCATIONALLY ORIENTED NONPROFIT ORGANIZATIONS, PROVIDING TO OFL SCHOOLS, AMONG OTHER SERVICES, THE EDUCATION PROGRAM FOR INDEPENDENT STUDY BASED INSTRUCTION AND PROGRAM MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES THAT CAN 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 ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND RECENT FEDERAL INCOME TAX RETURNS ARE MADE AVAILBALE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S PRINCIPAL OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTING: PROGRAM SERVICE EXPENSES 1,192,325. MANAGEMENT AND GENERAL EXPENSES 397,441. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,589,766. DISTRICT ADMIN FEES: PROGRAM SERVICE EXPENSES 185,158. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,158. STUDENT SERVICES: PROGRAM SERVICE EXPENSES 48,147. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,147.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09745126
IRS990/TotalAssetsEOYAmt011952405
IRS990/TotalAssetsGrp/BOYAmt09745126
IRS990/TotalAssetsGrp/EOYAmt011952405
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt020152771
IRS990/TotalEmployeeCnt0287
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01438436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016698594
IRS990/TotalFunctionalExpensesGrp/TotalAmt018137030
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03438442
IRS990/TotalLiabilitiesEOYAmt03629667

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,952,405
Liabilities
$3,629,667
Net assets
$8,322,738
Revenue
$20,153,084
Expenses
$18,137,030
Net income
$2,016,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.6$12.9$11.6$22.0$20.6$1.33
2023Detailed filing. Detailed filing data is available for this year.$22.6$12.3$10.3$19.9$19.6$0.33
2022Detailed filing. Detailed filing data is available for this year.$15.1$5.19$9.96$18.2$16.5$1.64
2021Detailed filing. Detailed filing data is available for this year.$12.0$3.63$8.32$20.2$18.1$2.02
2020Detailed filing. Detailed filing data is available for this year.$9.75$3.44$6.31$21.3$19.0$2.36