Civic Intelligence

Collaborative Charter Services Organization

990EZ • Fiscal year 2024 • EIN 85-1252595

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 07, 2024

Organization ProfileWWW.COLLABORATIVECSO.ORG
PO Box 300298Escondido, CA 92660

(760) 494-9646

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-22578%

Higher net margin than 1% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$9,816

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4362.7% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-20%

Faster asset growth than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$222,915

Down $55,967 (-20%) from 2023

Net Assets

Down

$222,915

Down $50,801 (-19%) from 2023

Liabilities

Down

$0

Down $5,166 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$225

Down $15,203 (-99%) from 2023

Expenses

Down

$51,026

Down $232,181 (-82%) from 2023

Net Income

Up

-$50,801

Up $216,978 (+81%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

2024

Assets$222,915
Liabilities$0
Net Assets$222,915
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

2024

Revenue$225
Expenses$51,026
Net Income-$50,801
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 7, 2024
Return Version
2023v5.1
Gross Receipts
$225
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.

Program Services

DescriptionGrantsExpenses
THE COLLABORATIVE CHARTER SERVICES ORGANIZATION PROVIDES ADMINISTRATIVE SUPPORT TO CALIFORNIA CHARTER SCHOOLS IN THE EXECUTION OF EFFECTIVE AND EFFICIENT BOARD GOVERNANCE; FISCAL SERVICES; HUMAN RESOURCES, PAYROLL, AND BENEFITS; ADMISSIONS, ASSESSMENT, COMPLIANCE AND ACCOUNTABILITY; LCAP, SARC, AND WASC SPECIAL PROJECTS; AND SPECIAL EDUCATION SERVICES.$0$0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YVETTE SPENDLERDirector Of Fiscal Services/CFO-$9,816-$9,816
Filing and Contact Details

Filer

Filer Name
The Collaborative Charter Services
EIN
85-1252595
Phone
7604949646
Address
PO BOX 300298, ESCONDIDO, CA 92660

Signing Officer

Name
Yvette Spendler
Title
CFO
Phone
7604949646
Signed
2024-12-07
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: refunds. Amount: 125.”

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

“Description: po box subscriptions. Amount: 208. Description: information technology. Amount: 179. Description: bank fees. Amount: 23. Description: other expenses. Amount: 338. Total to form 990-ez, line 16: 748.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable . Beg. Of year amount: 5,166. End of year amount: 0.”

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0YVETTE SPENDLER
IRS990EZ/BooksInCareOfDetail/PhoneNum07604949646
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 300298
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ESCONDIDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0278882
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0222915
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-50801
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025486
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0278882
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0222915
IRS990EZ/GrossReceiptsAmt0225
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0273716
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0222915
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0273716
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0222915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt09816
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0YVETTE SPENDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR OF FISCAL SERVICES/CFO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0748
IRS990EZ/OtherRevenueTotalAmt0125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUBJECT MATTER CONSULTATION, COACHING, AND INTEGRATED ADMINISTRATIVE SUPPORT SERVICES ALLOWING CHARTER SCHOOLS TO FOCUS ON THE EDUCATION AND ACHIEVEMENT OF STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE COLLABORATIVE CHARTER SERVICES ORGANIZATION PROVIDES ADMINISTRATIVE SUPPORT TO CALIFORNIA CHARTER SCHOOLS IN THE EXECUTION OF EFFECTIVE AND EFFICIENT BOARD GOVERNANCE; FISCAL SERVICES; HUMAN RESOURCES, PAYROLL, AND BENEFITS; ADMISSIONS, ASSESSMENT, COMPLIANCE AND ACCOUNTABILITY; LCAP, SARC, AND WASC SPECIAL PROJECTS; AND SPECIAL EDUCATION SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt024792
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05166
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051026
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0225
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.COLLABORATIVECSO.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0832637864
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALIFORNIA PACIFIC CHARTER SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REFUNDS. AMOUNT: 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PO BOX SUBSCRIPTIONS. AMOUNT: 208. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 179. DESCRIPTION: BANK FEES. AMOUNT: 23. DESCRIPTION: OTHER EXPENSES. AMOUNT: 338. TOTAL TO FORM 990-EZ, LINE 16: 748.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 5,166. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0YVETTE SPENDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07604949646
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COLLABORATIVE CHARTER SERVICES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0851252595
ReturnHeader/Filer/PhoneNum07604949646
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 300298
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEI-LI HUANG
ReturnHeader/ReturnTs02024-12-09T11:47:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$222,915
Liabilities
$0
Net assets
$222,915
Revenue
$225
Expenses
$51,026
Net income
-$50,801
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
2024Detailed filing. Detailed filing data is available for this year.$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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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. 2024 filings • 501(c)3 • <$500k nonprofits