Civic Intelligence

Collaborative Charter Services Organization

990 • Fiscal year 2021 • EIN 85-1252595

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 23, 2022

Organization ProfileWWW.COLLABORATIVECSO.ORG
100 E San Marcos Blvd No 350San Marcos, CA 92069

(760) 494-9646

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.04x

Higher debt load relative to assets than 43% of similar nonprofits.

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

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

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

Net Margin

75th percentile

31%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$22,916

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

$800,907

No earlier filing loaded for comparison.

Net Assets

$769,255

No earlier filing loaded for comparison.

Liabilities

$31,652

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin75th percentile

Revenue

$2,447,984

No earlier filing loaded for comparison.

Expenses

$1,678,729

No earlier filing loaded for comparison.

Net Income

$769,255

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2021: $800,907Liabilities 2021: $31,652Net Assets 2021: $769,2552021Assets 2022: $560,097Liabilities 2022: $18,602Net Assets 2022: $541,4952022Assets 2023: $278,882Liabilities 2023: $5,166Net Assets 2023: $273,7162023Assets 2024: $222,915Liabilities 2024: $0Net Assets 2024: $222,9152024Assets 2025: $181,390Liabilities 2025: $0Net Assets 2025: $181,3902025

Highlighted filing

2021

Assets$800,907
Liabilities$31,652
Net Assets$769,255
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,447,984Expenses 2021: $1,678,729Net Income 2021: $769,2552021Revenue 2022: $2,177,741Expenses 2022: $2,405,501Net Income 2022: -$227,7602022Revenue 2023: $15,428Expenses 2023: $283,207Net Income 2023: -$267,7792023Revenue 2024: $225Expenses 2024: $51,026Net Income 2024: -$50,8012024Revenue 2025: $0Expenses 2025: $41,525Net Income 2025: -$41,5252025

Highlighted filing

2021

Revenue$2,447,984
Expenses$1,678,729
Net Income$769,255
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 23, 2022
Return Version
2020v4.2
Gross Receipts
$2,447,984
Mission and Program Overview

Mission

Provide subject matter consultation, coaching, and integrated administrative support services allowing charter schools to focus on the education and achievement of students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$781,246-
Accounts Receivable-$10,274-
Prepaid Expenses and Deferred Charges-$9,387-
Total Assets$0$800,907▲ $800,907
Liabilities
Accounts Payable and Accrued Expenses-$31,652-
Total Liabilities$0$31,652▲ $31,652
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$769,255-
Total Net Assets Fund Balance$0$769,255▲ $769,255
Total Liabilities and Net Assets / Fund Balance$0$800,907▲ $800,907
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David FranklinCSO CEOFT$21,825$1,091$22,916
Dr John WhiteMemberPT$2,000-$2,000
Dr Nancy GirvinVice-presidentPT$2,000-$2,000
Harrel L OwensPresidentPT$2,000-$2,000
Jana JeltemaClerkPT$2,000-$2,000
Stephen LawlerMemberPT$1,000-$1,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Paul Plevvin Sullivan & Connaughton LlLegal101 W BROADWAY NINTH FLOOR, San Diego, CA 92101$317,636
Revenue and Support

Revenue Composition

Contributions and Grants
$596,707
Program Service Revenue
$1,851,277
Investment Income
$0
Other Revenue
$0
All Other Contributions
$596,707
Change in Net Assets
$769,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,447,984
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,447,984
Total Revenue per Form 990
$2,447,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,166,082
Other Expenses$512,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$829,566$58,683-$888,249
Fees for Services Other$285,965$47,745-$333,710
Other Employee Benefits$51,043$71,605-$122,648
Payroll Taxes$81,168$9,048-$90,216
Occupancy$75,436--$75,436
Current Officers, Directors, Trustees, and Key Employees$44,893$20,076-$64,969
Fees for Services Accounting-$26,934-$26,934
Office Expenses-$22,628-$22,628
Insurance-$20,701-$20,701
Fees for Services Legal-$14,512-$14,512
Other Expenses$281$10,810-$11,091
Information Technology-$7,006-$7,006
Travel-$379-$379
Advertising-$250-$250
Total Functional Expenses$1,368,352$310,377$0$1,678,729

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,678,729
Total Expenses per Audited Statements$1,678,729
Total Expenses per Form 990$1,678,729
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“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 12

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

Form 990, Part VI, Section C, Line 19

“Governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
The Collaborative Charter Services
EIN
85-1252595
Phone
7604949646
Address
100 E SAN MARCOS BLVD NO 350, SAN MARCOS, CA 92069

Signing Officer

Name
David Franklin
Title
CEO
Phone
7604949646
Signed
2022-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Franklin
Formed
2021
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
13
Volunteers
5

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

“Special education services: program service expenses 223,239. Management and general expenses 0. Fundraising expenses 0. Total expenses 223,239. Other consultants: program service expenses 62,726. Management and general expenses 47,745. Fundraising expenses 0. Total expenses 110,471.”

Financial Statement Notes

PART X, LINE 2:

“The organization is part of a nonprofit corporation 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 and exempt organization return and applicable unrelated business income tax return in the u.s. Federal jurisdiction and with the california franchise tax board.”

Raw XML Appendix350 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS PART OF A NONPROFIT CORPORATION 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 AND EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD.
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1MONITORING 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/ExplanationTxt2THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF SIMILAR ORGANIZATIONS. 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 SIMILAR ORGANIZATIONS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPECIAL EDUCATION SERVICES: PROGRAM SERVICE EXPENSES 223,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 223,239. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 62,726. MANAGEMENT AND GENERAL EXPENSES 47,745. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,471.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0800907
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0800907
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0596707
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0310377
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01368352
IRS990/TotalFunctionalExpensesGrp/TotalAmt01678729
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt031652
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt031652
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0769255
IRS990/TotalOtherCompensationAmt01091
IRS990/TotalProgramServiceExpensesAmt01368352
IRS990/TotalProgramServiceRevenueAmt01851277
IRS990/TotalReportableCompFromOrgAmt030825
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01851277
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02447984
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0800907
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0379
IRS990/TravelGrp/TotalAmt0379
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 E SAN MARCOS BLVD NO 350
IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092069
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://WWW.COLLABORATIVECSO.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07604949646
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COLLABORATIVE CHARTER SERVICES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0851252595
ReturnHeader/Filer/PhoneNum07604949646
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 E SAN MARCOS BLVD NO 350
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092069
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/PreparationDt02022-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN
ReturnHeader/ReturnTs02023-06-05T16:41:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANKLIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
$800,907
Liabilities
$31,652
Net assets
$769,255
Revenue
$2,447,984
Expenses
$1,678,729
Net income
$769,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00$0.04$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.00$0.05$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.27$0.02$0.28$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.02$0.54$2.18$2.41$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.03$0.77$2.45$1.68$0.77
Peer Organizations

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