Civic Intelligence

Sequoia Grove Charter Alliance

EIN 86-1207443 • 501(c)3 • Rancho Cordova, CA

Profile

Provide administrative support services that elevate our member schools. We help schools and their leadership teams focus on what's most important-taking great care of their families and students.

3101 Zinfandel Drive 350Rancho Cordova, CA 95670

sequoiagrove.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.82x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.59x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

47th percentile

3.0%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$3,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

95th percentile

103%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$747,228

Up $271,778 (+57%) from 2023

Liabilities

Up

$539,008

Up $173,776 (+48%) from 2023

Net Assets

Up

$208,220

Up $98,002 (+89%) from 2023

Revenue

Up

$4,669,390

Up $158,579 (+3.5%) from 2023

Expenses

Up

$4,571,388

Up $208,551 (+4.8%) from 2023

Net Income

Down

$98,002

Down $49,972 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0-$200KAssets 2022: $242,665Liabilities 2022: $280,421Net Assets 2022: -$37,7562022Assets 2023: $475,450Liabilities 2023: $365,232Net Assets 2023: $110,2182023Assets 2024: $747,228Liabilities 2024: $539,008Net Assets 2024: $208,2202024

Highlighted filing

2024

Assets$747,228
Liabilities$539,008
Net Assets$208,220

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $3,648,625Expenses 2022: $3,686,381Net Income 2022: -$37,7562022Revenue 2023: $4,510,811Expenses 2023: $4,362,837Net Income 2023: $147,9742023Revenue 2024: $4,669,390Expenses 2024: $4,571,388Net Income 2024: $98,0022024

Highlighted filing

2024

Revenue$4,669,390
Expenses$4,571,388
Net Income$98,002

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$4,669,390
Mission and Program Overview

Mission

Provide administrative support services that elevate our member schools. We help schools and their leadership teams focus on what's most important-taking great care of their families and students.

Provide task-related administrative support to public charter schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,789$513,556▲ $366,767
Land, Buildings, and Equipment, Net$119,472$92,851▼ $26,621
Prepaid Expenses and Deferred Charges$15,869$51,570▲ $35,701
Accounts Receivable-$15,379-
Total Assets$475,450$747,228▲ $271,778
Other Assets Total$193,320$73,872▼ $119,448
Liabilities
Accounts Payable and Accrued Expenses$176,631$331,707▲ $155,076
Deferred Revenue$20,000$175,394▲ $155,394
Other Liabilities$168,601$31,907▼ $136,694
Total Liabilities$365,232$539,008▲ $173,776
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$110,218$208,220▲ $98,002
Total Net Assets Fund Balance$110,218$208,220▲ $98,002
Total Liabilities and Net Assets / Fund Balance$475,450$747,228▲ $271,778

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$65,246$53,712$118,958
Other Land Buildings$27,605$15,982$43,587
Other Assets Org$41,276--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Royce GoughFormer Executive DirectorFT$207,212$37,447$244,659
Becky HarrisSenior Director, BusinessFT$153,147$25,337$178,484
Robert McguireFounding Member-$2,800-$2,800
Janeal CiminoPresident-$800-$800
Rose Faramarzi-radTreasurer-$800-$800

Board Members and Trustees

NameTitle
Glad DonahueSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Charter Tech ServicesIt Support302 WASHINGTON ST SUITE 811, San Diego, CA 92103$324,000
-Rents432 CASTLE OAKS DRIVE, Ione, CA 95640$118,185
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,669,390
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$98,002

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,669,390
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,669,390
Total Revenue per Form 990
$4,669,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,537,969
Other Expenses$1,033,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,419,994$433,320-$2,853,314
Information Technology$346,336$20,923-$367,259
Other Employee Benefits$271,683$48,647-$320,330
Occupancy$124,372$145,765-$270,137
Payroll Taxes$203,462$36,432-$239,894
Pension Plan Contributions$97,053$17,378-$114,431
Fees for Services Accounting-$98,095-$98,095
Office Expenses$37,064$41,482-$78,546
Travel$56,273--$56,273
Fees for Services Other$29,965$19,555-$49,520
Insurance-$37,529-$37,529
Depreciation Depletion-$26,621-$26,621
Fees for Services Legal-$24,208-$24,208
Conferences and Meetings$23,921--$23,921
Current Officers, Directors, Trustees, and Key Employees-$10,000-$10,000
Advertising-$1,310-$1,310
Total Functional Expenses$3,610,123$961,265$0$4,571,388

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,571,388
Total Expenses per Audited Statements$4,571,388
Total Expenses per Form 990$4,571,388
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$31,907
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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 authorization to act on behalf of the board.

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

The organization will engage with a cpa for preparation of the form 990. The form 990 is provided to the executive director to review in draft form with their contracted business services provider. Once finalized, the form 990 is provided to all board members.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed annually.

Form 990, Part VI, Section B, Line 15A

The board approves compensation for the executive director and documents with a written employment agreement.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Sequoia Grove Charter Alliance
EIN
86-1207443
Phone
9165263794
Address
3101 ZINFANDEL DRIVE 350, RANCHO CORDOVA, CA 95670

Signing Officer

Name
Julie Haycock
Title
Interim CEO
Phone
9165263794
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
50
Volunteers
0

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Marcy Kearney
Phone
6192708222
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Management believes all of its significant tax positions would be upheld under examination; therefore, no provision for income tax has been recorded.

Raw XML AppendixShowing 400 of 524 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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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0821791738
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1821736597
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2842514034
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FEATHER RIVER CHARTER SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CLARKSVILLE CHARTER SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2LAKE VIEW CHARTER SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt065246
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053712
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118958
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04571388
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt032596
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt141276
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027605
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015982
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt043587
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031907
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04669390
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092851
IRS990ScheduleD/TotalBookValueOtherAssetsAmt073872
IRS990ScheduleD/TotalExpensesPerForm990Amt04571388
IRS990ScheduleD/TotalLiabilityAmt031907
IRS990ScheduleD/TotalRevenuePerForm990Amt04669390
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04669390
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04571388
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0207212
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1153147
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/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt037447
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt125337
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROYCE GOUGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BECKY HARRIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SENIOR DIRECTOR, BUSINESS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0244659
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1178484
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORIZATION TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL ENGAGE WITH A CPA FOR PREPARATION OF THE FORM 990. THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR TO REVIEW IN DRAFT FORM WITH THEIR CONTRACTED BUSINESS SERVICES PROVIDER. ONCE FINALIZED, THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR AND DOCUMENTS WITH A WRITTEN EMPLOYMENT AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FEATHER RIVER CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CLARKSVILLE CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LAKE VIEW CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0821791738
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1821736597
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2842514034
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA

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