Civic Intelligence

Peak Prep Pleasant Valley

990 • Fiscal year 2021 • EIN 84-2636686

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

Organization ProfilePEAK-PREP.ORG
2150 Pickwick Dr No 304Camarillo, CA 93010

(855) 900-7325

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.96x

Higher debt load relative to assets than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.86x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

13th percentile

-13%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$177,811

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-16%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,351,906

Up $231,663 (+11%) from 2020

Net Assets

Down

$89,955

Down $350,555 (-80%) from 2020

Liabilities

Up

$2,261,951

Up $582,218 (+35%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin13th percentile

Revenue

Down

$2,623,781

Down $483,792 (-16%) from 2020

Expenses

Up

$2,974,336

Up $307,273 (+12%) from 2020

Net Income

Down

-$350,555

Down $791,065 (-180%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $2,120,243Liabilities 2020: $1,679,733Net Assets 2020: $440,5102020Assets 2021: $2,351,906Liabilities 2021: $2,261,951Net Assets 2021: $89,9552021Assets 2022: $3,779,524Liabilities 2022: $1,862,188Net Assets 2022: $1,917,3362022Assets 2023: $2,766,531Liabilities 2023: $306,876Net Assets 2023: $2,459,6552023Assets 2024: $2,713,550Liabilities 2024: $311,656Net Assets 2024: $2,401,8942024

Highlighted filing

2021

Assets$2,351,906
Liabilities$2,261,951
Net Assets$89,955
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $3,107,573Expenses 2020: $2,667,063Net Income 2020: $440,5102020Revenue 2021: $2,623,781Expenses 2021: $2,974,336Net Income 2021: -$350,5552021Revenue 2022: $5,235,350Expenses 2022: $3,407,969Net Income 2022: $1,827,3812022Revenue 2023: $5,458,762Expenses 2023: $4,916,443Net Income 2023: $542,3192023Revenue 2024: $6,873,760Expenses 2024: $6,931,521Net Income 2024: -$57,7612024

Highlighted filing

2021

Revenue$2,623,781
Expenses$2,974,336
Net Income-$350,555
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 30, 2022
Return Version
2020v4.2
Gross Receipts
$2,623,781
Mission and Program Overview

Mission

Our school strives to create passionate community leaders, implement an academically rigorous approach to personalized learning, and develop skills for continued, independent learning.

Peak prep pleasant valley is a public charter school serving students in tk to 12th grades.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,266,336$1,577,953▲ $311,617
Pledges and Grants Receivable$853,907$724,055▼ $129,852
Prepaid Expenses and Deferred Charges-$43,982-
Cash and Non-Interest-Bearing Accounts-$5,916-
Total Assets$2,120,243$2,351,906▲ $231,663
Liabilities
Accounts Payable and Accrued Expenses$1,679,733$2,261,951▲ $582,218
Total Liabilities$1,679,733$2,261,951▲ $582,218
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$122,956-
Net Assets Without Donor Restrictions$440,510$-33,001▼ $473,511
Total Net Assets Fund Balance$440,510$89,955▼ $350,555
Total Liabilities and Net Assets / Fund Balance$2,120,243$2,351,906▲ $231,663
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Shalen BishopSuperintendentFT$152,464$25,347$177,811

Board Members and Trustees

NameTitle
Marlo HartsuykerBoard Chair
Alana MillerMember
Natalie AdamsSecretary
Sandra TaylorTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Accel Schools LLCBack Office Services1650 TYSONS BLVD STE 600, Mclean, VA 22102$723,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,593,798
Program Service Revenue
$0
Investment Income
$7,811
Other Revenue
$22,172
Change in Net Assets
$-350,555

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,623,781
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,623,781
Total Revenue per Form 990
$2,623,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,214,075
Other Expenses$760,261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,365,492$330,572-$1,696,064
Fees for Services Accounting-$220,808-$220,808
Other Employee Benefits$150,369$43,274-$193,643
Current Officers, Directors, Trustees, and Key Employees$185,940--$185,940
Fees for Services Other$138,226$29,229-$167,455
Payroll Taxes$107,300$26,336-$133,636
Fees for Services Legal-$24,848-$24,848
Insurance$4,528$9,005-$13,533
Occupancy-$12,875-$12,875
Office Expenses$7,468--$7,468
Pension Plan Contributions$3,848$944-$4,792
Travel$1,486$2,956-$4,442
Other Expenses$385--$385
Total Functional Expenses$2,273,489$700,847$0$2,974,336

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,974,336
Total Expenses per Audited Statements$2,974,336
Total Expenses per Form 990$2,974,336
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
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
No
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 8B

“There are no committees with authority 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 15A

“The executive director's pay in 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 executive director's compensation as a direct action. The officers and key employees' pay is determine based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the officers and key employees' compensation as a direct action.”

Form 990, Part VI, Section C, Line 19

“Documents and policies are posted on our website and available to the public upon request as is our financial statements.”

Filing and Contact Details

Filer

Filer Name
Peak Prep Pleasant Valley
EIN
84-2636686
Phone
8559007325
Address
2150 PICKWICK DR NO 304, CAMARILLO, CA 93010

Signing Officer

Name
Dr Shalen Bishop
Title
Superintendent
Phone
4153206202
Signed
2022-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Shalen Bishop
Formed
2019
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
31
Volunteers
4

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process for oversight and selection of an independent accountant has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The organization 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 organization is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The organization 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 404 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01679733
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02261951
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PEAK PREP PLEASANT VALLEY IS A PUBLIC CHARTER SCHOOL SERVING STUDENTS IN TK TO 12TH GRADES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHALEN BISHOP
IRS990/BooksInCareOfDetail/PhoneNum08559007325
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02150 PICKWICK DR NO 304
IRS990/BooksInCareOfDetail/USAddress/CityNm0CAMARILLO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093010
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt05916
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0185940
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0185940
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0723000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01650 TYSONS BLVD STE 600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MCLEAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd022102
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ACCEL SCHOOLS LLC
IRS990/ContractorCompensationGrp/ServicesDesc0BACK OFFICE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02593798
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07811
IRS990/CYOtherExpensesAmt0760261
IRS990/CYOtherRevenueAmt022172
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-350555
IRS990/CYSalariesCompEmpBnftPaidAmt02214075
IRS990/CYTotalExpensesAmt02974336
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02623781
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PEAK PREP PLEASANT VALLEY IS AN ACCREDITED, TUITION-FREE TK-12 PUBLIC ONLINE SCHOOL IN CALIFORNIA THAT USES INNOVATIVE TECHNOLOGY TO HELP STUDENTS THRIVE IN THEIR SCHOOLWORK AND LIFE. AT PEAK PREP, WE EMPOWER STUDENTS TO BE THEIR BEST BY ENABLING THEM TO LEARN IN WAYS THAT ARE RIGHT FOR THEM AT HOME, AT THEIR PROPER LEVEL, AND AT THEIR OWN PACE. WE SERVE TK-12 STUDENTS RESIDING IN KERN, LOS ANGELES, SANTA BARBARA, AND VENTURA COUNTIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0122956
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt031
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02273489
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0220808
IRS990/FeesForServicesAccountingGrp/TotalAmt0220808
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt024848
IRS990/FeesForServicesLegalGrp/TotalAmt024848
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt029229
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0138226
IRS990/FeesForServicesOtherGrp/TotalAmt0167455
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt425347
IRS990/Form990PartVIISectionAGrp/PersonNm0MARLO HARTSUYKER
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDRA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm2NATALIE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3ALANA MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm4DR SHALEN BISHOP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4152464
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SUPERINTENDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt02593798
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02623781
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09005
IRS990/InsuranceGrp/ProgramServicesAmt04528
IRS990/InsuranceGrp/TotalAmt013533
IRS990/InvestmentIncomeGrp/ExclusionAmt07811
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07811
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR SCHOOL STRIVES TO CREATE PASSIONATE COMMUNITY LEADERS, IMPLEMENT AN ACADEMICALLY RIGOROUS APPROACH TO PERSONALIZED LEARNING, AND DEVELOP SKILLS FOR CONTINUED, INDEPENDENT LEARNING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0440510
IRS990/NetAssetsOrFundBalancesEOYAmt089955
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0440510
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-33001
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012875
IRS990/OccupancyGrp/TotalAmt012875
IRS990/OfficeExpensesGrp/ProgramServicesAmt07468
IRS990/OfficeExpensesGrp/TotalAmt07468
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043274
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0150369
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0193643
IRS990/OtherExpensesGrp/Desc0BOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0308447
IRS990/OtherExpensesGrp/ProgramServicesAmt1385
IRS990/OtherExpensesGrp/TotalAmt0308447
IRS990/OtherExpensesGrp/TotalAmt1385
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SETTLEMENT
IRS990/OtherRevenueMiscGrp/Desc1REFUNDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt020563
IRS990/OtherRevenueMiscGrp/ExclusionAmt11609
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020563
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11609
IRS990/OtherRevenueTotalAmt022172
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0330572
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01365492
IRS990/OtherSalariesAndWagesGrp/TotalAmt01696064
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026336
IRS990/PayrollTaxesGrp/ProgramServicesAmt0107300
IRS990/PayrollTaxesGrp/TotalAmt0133636
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0944
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03848
IRS990/PensionPlanContributionsGrp/TotalAmt04792
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0853907
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0724055
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043982
IRS990/PrincipalOfficerNm0DR SHALEN BISHOP
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03105538
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01802
IRS990/PYOtherExpensesAmt01037845
IRS990/PYOtherRevenueAmt0233
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0440510
IRS990/PYSalariesCompEmpBnftPaidAmt01629218
IRS990/PYTotalExpensesAmt02667063
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03107573
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-350555
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01266336
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01577953
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02974336
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02623781
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION 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 ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ORGANIZATION 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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02974336
IRS990ScheduleD/TotalRevenuePerForm990Amt02623781
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02623781
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02974336
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 PUBLICIZES ITS RACIAL NONDISCRIMINATION POLICY IN THE FAMILY HANDBOOK MADE AVAILABLE ON THE SCHOOL WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL DOES NOT AWARD SCHOLARSHIPS OR FINANCIAL AID.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2CHARTER SCHOOL RECEIVES FUNDING FOR STATE AND FEDERAL SOURCES.
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/BaseCompensationFilingOrgAmt0152464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025347
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR SHALEN BISHOP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SUPERINTENDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0177811
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2MONITORING 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/ExplanationTxt3THE EXECUTIVE DIRECTOR'S PAY IN 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 EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINE BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AND POLICIES ARE POSTED ON OUR WEBSITE AND AVAILABLE TO THE PUBLIC UPON REQUEST AS IS OUR FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02120243
IRS990/TotalAssetsEOYAmt02351906
IRS990/TotalAssetsGrp/BOYAmt02120243
IRS990/TotalAssetsGrp/EOYAmt02351906
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt02593798
IRS990/TotalEmployeeCnt031
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0700847
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02273489
IRS990/TotalFunctionalExpensesGrp/TotalAmt02974336
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01679733
IRS990/TotalLiabilitiesEOYAmt02261951
IRS990/TotalLiabilitiesGrp/BOYAmt01679733
IRS990/TotalLiabilitiesGrp/EOYAmt02261951
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0440510
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt089955
IRS990/TotalOtherCompensationAmt025347
IRS990/TotalProgramServiceExpensesAmt02273489
IRS990/TotalReportableCompFromOrgAmt0152464
IRS990/TotalRevenueGrp/ExclusionAmt029983
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02623781
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02120243
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02351906
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02956
IRS990/TravelGrp/ProgramServicesAmt01486
IRS990/TravelGrp/TotalAmt04442
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02150 PICKWICK DR NO 304
IRS990/USAddress/CityNm0CAMARILLO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093010
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTPS://PEAK-PREP.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR SHALEN BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04153206202
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEAK PREP PLEASANT VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0PEAK
ReturnHeader/Filer/EIN0842636686
ReturnHeader/Filer/PhoneNum08559007325
ReturnHeader/Filer/USAddress/AddressLine1Txt02150 PICKWICK DR NO 304
ReturnHeader/Filer/USAddress/CityNm0CAMARILLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HENTON
ReturnHeader/ReturnTs02022-05-02T18:59:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,351,906
Liabilities
$2,261,951
Net assets
$89,955
Revenue
$2,623,781
Expenses
$2,974,336
Net income
-$350,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.31$2.40$6.87$6.93$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.31$2.46$5.46$4.92$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$1.86$1.92$5.24$3.41$1.83
2021Detailed filing. Detailed filing data is available for this year.$2.35$2.26$0.09$2.62$2.97$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$1.68$0.44$3.11$2.67$0.44
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits