Civic Intelligence

Coastal Grove Charter School Parent Organization

990EZ • Fiscal year 2016 • EIN 87-0787442

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization ProfileN/A
PO Box 510Arcata, CA 95518

(707) 825-8804

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.6%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$78,945

Up $18,423 (+30%) from 2015

Net Assets

Up

$78,945

Up $18,423 (+30%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$86,192

Up $543 (+0.6%) from 2015

Expenses

Down

$67,769

Down $12,613 (-16%) from 2015

Net Income

Up

$18,423

Up $13,156 (+250%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2011: $38,868Liabilities 2011: $02011Assets 2012: $33,780Liabilities 2012: $02012Assets 2013: $45,005Liabilities 2013: $02013Assets 2014: $55,255Liabilities 2014: $02014Assets 2015: $60,522Net Assets 2015: $60,5222015Assets 2016: $78,945Net Assets 2016: $78,9452016Assets 2017: $89,013Net Assets 2017: $89,0132017Assets 2018: $110,768Net Assets 2018: $110,7682018Assets 2019: $115,109Net Assets 2019: $115,1092019Assets 2020: $146,979Net Assets 2020: $146,9792020Assets 2021: $111,627Net Assets 2021: $111,6272021Assets 2022: $106,427Net Assets 2022: $106,4272022Assets 2023: $151,612Net Assets 2023: $151,6122023Assets 2024: $187,182Net Assets 2024: $187,1822024Assets 2025: $215,599Net Assets 2025: $215,5992025

Highlighted filing

2016

Assets$78,945
Liabilities-
Net Assets$78,945
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $65,458Expenses 2011: $58,008Net Income 2011: $7,4502011Revenue 2012: $48,337Expenses 2012: $53,425Net Income 2012: -$5,0882012Revenue 2013: $71,500Expenses 2013: $60,275Net Income 2013: $11,2252013Revenue 2014: $59,238Expenses 2014: $48,988Net Income 2014: $10,2502014Revenue 2015: $85,649Expenses 2015: $80,382Net Income 2015: $5,2672015Revenue 2016: $86,192Expenses 2016: $67,769Net Income 2016: $18,4232016Revenue 2017: $83,313Expenses 2017: $73,245Net Income 2017: $10,0682017Revenue 2018: $104,389Expenses 2018: $82,634Net Income 2018: $21,7552018Revenue 2019: $85,909Expenses 2019: $81,568Net Income 2019: $4,3412019Revenue 2020: $86,272Expenses 2020: $54,402Net Income 2020: $31,8702020Revenue 2021: $1,828Expenses 2021: $37,180Net Income 2021: -$35,3522021Revenue 2022: $50,930Expenses 2022: $56,130Net Income 2022: -$5,2002022Revenue 2023: $138,002Expenses 2023: $92,817Net Income 2023: $45,1852023Revenue 2024: $120,766Expenses 2024: $85,196Net Income 2024: $35,5702024Revenue 2025: $134,914Expenses 2025: $106,497Net Income 2025: $28,4172025

Highlighted filing

2016

Revenue$86,192
Expenses$67,769
Net Income$18,423
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$101,171
Mission and Program Overview

Mission

Raise money to support activities of coastal grove charter school.

Program Services

DescriptionGrantsExpenses
EXPENSES PAID ON BEHALF OF COASTAL GROVE CHARTER SCHOOL TO SUPPORT STUDENT ACTIVITIES.$65,376-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANE DUNCANSecretary-$0--
JACQUELINE STRATTONTreasurer-$0--
SHANNON LOCKWOODPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Medieval Festival$14,895$14,895$3,124$11,771
Total Events$14,895$14,895$6,624$8,271
Filing and Contact Details

Filer

Filer Name
Coastal Grove Charter School
EIN
87-0787442
Phone
7078258804
Address
PO BOX 510, ARCATA, CA 95518

Signing Officer

Name
Shannon Lockwood
Title
President
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Demello McAuley McReynolds & Holland LLP
Address
351 G Street, Eureka, CA 95501-0475
Preparer
Kimber L McReynolds
Phone
7074450871
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1261”

Other Expenses.1012

“Insurance $549”

Other Expenses.1

“FIELDTRIPS $59296”

Other Expenses.2

“VARIOUS PROGRAMS $4336”

Other Expenses.3

“Educational supplies/support $1744”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARCATA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095518
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060522
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt078
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACQUELINE STRATTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON LOCKWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067186
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY TO SUPPORT ACTIVITIES OF COASTAL GROVE CHARTER SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES PAID ON BEHALF OF COASTAL GROVE CHARTER SCHOOL TO SUPPORT STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014979
IRS990EZ/SpecialEventsNetIncomeLossAmt011333
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067769
IRS990EZ/TotalProgramServiceExpensesAmt065376
IRS990EZ/TotalRevenueAmt086192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt079702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0330014
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028694
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt093418
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt082
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0423432
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0101093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052932
IRS990ScheduleA/Total509Grp/TotalAmt0423432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0108400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052932
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0423514
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06624
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MEDIEVAL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014895
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08271
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03124
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03124
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELDTRIPS $59296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS PROGRAMS $4336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATIONAL SUPPLIES/SUPPORT $1744
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON LOCKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COASTAL GROVE CHARTER SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0COAS
ReturnHeader/Filer/EIN0870787442
ReturnHeader/Filer/PhoneNum07078258804
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 510
ReturnHeader/Filer/USAddress/CityNm0ARCATA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Demello McAuley McReynolds & Holland LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0351 G Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eureka
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0955010475
ReturnHeader/PreparerPersonGrp/PhoneNum07074450871
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimber L McReynolds
ReturnHeader/ReturnTs02017-05-10T10:58:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,945
Liabilities
-
Net assets
$78,945
Revenue
$86,192
Expenses
$67,769
Net income
$18,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.16$2.16$1.35$1.06$0.28
2024Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.21$0.85$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.52$1.52$1.38$0.93$0.45
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.51$0.56$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.02$0.37$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.86$0.54$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.86$0.82$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.04$0.83$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.83$0.73$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.86$0.68$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.86$0.80$0.05
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.59$0.49$0.10
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.72$0.60$0.11
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.48$0.53$0.05
2011Summary only. Only limited summary data is available for this year.$0.39$0.00$0.65$0.58$0.07