Civic Intelligence

Collaborative Charter Services Organization

990 • Fiscal year 2023 • EIN 85-1252595

Jul 01, 2022 to Jun 30, 2023 • 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

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.33x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-1736%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$9,816

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 63.6% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-50%

Faster asset growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$278,882

Down $281,215 (-50%) from 2022

Net Assets

Down

$273,716

Down $267,779 (-49%) from 2022

Liabilities

Down

$5,166

Down $13,436 (-72%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin1st percentile

Revenue

Down

$15,428

Down $2,162,313 (-99%) from 2022

Expenses

Down

$283,207

Down $2,122,294 (-88%) from 2022

Net Income

Down

-$267,779

Down $40,019 (-18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2023

Assets$278,882
Liabilities$5,166
Net Assets$273,716
Open 2023 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

2023

Revenue$15,428
Expenses$283,207
Net Income-$267,779
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 7, 2024
Return Version
2022v5.0
Gross Receipts
$15,428
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$522,407$278,882▼ $243,525
Prepaid Expenses and Deferred Charges$26,189--
Accounts Receivable$11,501--
Total Assets$560,097$278,882▼ $281,215
Liabilities
Accounts Payable and Accrued Expenses$18,602$5,166▼ $13,436
Total Liabilities$18,602$5,166▼ $13,436
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$541,495$273,716▼ $267,779
Total Net Assets Fund Balance$541,495$273,716▼ $267,779
Total Liabilities and Net Assets / Fund Balance$560,097$278,882▼ $281,215
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleBaseTotal
Yvette SpendlerDirector of Fiscal Services/CFO$9,816$9,816
David FranklinChief Executive Officer$5,361$5,361
Revenue and Support

Revenue Composition

Contributions and Grants
$3,404
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$12,024
All Other Contributions
$3,404
Change in Net Assets
$-267,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,122
Salaries, Compensation, and Employee Benefits$64,085
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$136,526-$136,526
Other Salaries and Wages$19,190$8,225-$27,415
Occupancy$26,310--$26,310
Current Officers, Directors, Trustees, and Key Employees$16,510$7,075-$23,585
Fees for Services Accounting-$21,630-$21,630
Insurance-$20,564-$20,564
Payroll Taxes$6,296$2,698-$8,994
Information Technology-$8,615-$8,615
Fees for Services Other-$5,025-$5,025
Other Employee Benefits$2,864$1,227-$4,091
Conferences and Meetings-$339-$339
Office Expenses-$113-$113
Total Functional Expenses$71,170$212,037$0$283,207
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
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 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 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
PO BOX 300298, ESCONDIDO, CA 92660

Signing Officer

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

Organization Details

Principal Officer
Yvette Spendler
Formed
2021
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
18
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Mei-li Huang
Phone
6268577300
Raw XML Appendix309 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/Desc0THE 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.
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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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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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/ReturnTs02024-12-09T11:48:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,882
Liabilities
$5,166
Net assets
$273,716
Revenue
$15,428
Expenses
$283,207
Net income
-$267,779
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
2023Detailed filing. Detailed filing data is available for this year.$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