Civic Intelligence

Cate School

990T • Fiscal year 2023 • EIN 95-1644630

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 22, 2024

Organization ProfileWWW.CATE.ORG

View Organization Page

PO Box 5005Carpinteria, CA 93014

(805) 684-8409

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $118,282,232Liabilities 2010: $15,445,553Net Assets 2010: $102,836,6792010Assets 2011: $133,168,202Liabilities 2011: $17,856,819Net Assets 2011: $115,311,3832011Assets 2012: $130,272,644Liabilities 2012: $17,210,476Net Assets 2012: $113,062,1682012Assets 2013: $135,399,039Liabilities 2013: $16,324,423Net Assets 2013: $119,074,6162013Assets 2014: $147,331,008Liabilities 2014: $15,439,296Net Assets 2014: $131,891,7122014Assets 2015: $151,073,998Liabilities 2015: $14,764,371Net Assets 2015: $136,309,6272015Assets 2016: $150,485,426Liabilities 2016: $14,032,247Net Assets 2016: $136,453,1792016Assets 2017: $161,718,446Liabilities 2017: $12,113,245Net Assets 2017: $149,605,2012017Assets 2018: $170,926,661Liabilities 2018: $12,149,428Net Assets 2018: $158,777,2332018Assets 2019: $179,337,473Liabilities 2019: $12,962,969Net Assets 2019: $166,374,5042019Assets 2020: $189,891,519Liabilities 2020: $19,565,904Net Assets 2020: $170,325,6152020Assets 2021: $218,939,839Liabilities 2021: $12,469,987Net Assets 2021: $206,469,8522021Assets 2022: $199,003,842Liabilities 2022: $16,271,306Net Assets 2022: $182,732,5362022Assets 2023: $214,391,093Liabilities 2023: $21,419,796Net Assets 2023: $192,971,2972023

Latest loaded filing

2023

Assets$214,391,093
Liabilities$21,419,796
Net Assets$192,971,297
Open 2023 Filing

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $18,316,0252010Expenses 2011: $19,495,5102011Expenses 2012: $20,311,5822012Expenses 2013: $20,667,2482013Revenue 2014: $23,667,898Expenses 2014: $21,964,539Net Income 2014: $1,703,3592014Revenue 2015: $28,159,788Expenses 2015: $23,221,308Net Income 2015: $4,938,4802015Revenue 2016: $21,334,926Expenses 2016: $24,553,918Net Income 2016: -$3,218,9922016Revenue 2017: $27,459,980Expenses 2017: $25,683,558Net Income 2017: $1,776,4222017Revenue 2018: $32,369,501Expenses 2018: $27,732,623Net Income 2018: $4,636,8782018Revenue 2019: $37,047,117Expenses 2019: $28,681,238Net Income 2019: $8,365,8792019Revenue 2020: $33,336,724Expenses 2020: $30,205,088Net Income 2020: $3,131,6362020Revenue 2021: $55,811,152Expenses 2021: $30,551,146Net Income 2021: $25,260,0062021Revenue 2022: $35,242,832Expenses 2022: $39,740,062Net Income 2022: -$4,497,2302022Revenue 2023: $34,602,597Expenses 2023: $36,696,897Net Income 2023: -$2,094,3002023

Latest loaded filing

2023

Revenue$34,602,597
Expenses$36,696,897
Net Income-$2,094,300
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 22, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

Operations & maintenance of a private high school. Approximately 280 students enrolled.

Filing and Contact Details

Filer

Filer Name
Cate School
EIN
95-1644630
Phone
8056848409
Address
PO BOX 5005, CARPINTERIA, CA 93014

Signing Officer

Name
Sandi Pierce
Title
Asst Head of School for Financ
Phone
8056848409
Signed
2024-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen
Address
29 SOUTH MAIN STREET 4TH FLOOR, WEST HARTFORD, CT 06107
Preparer
John Toscano
Phone
8605614000
Raw XML Appendix115 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
IRS4562/BusinessOrActivityTxt0THE SALE OF AVOCADOS GROWN BY THE SCHOOL
IRS4562/MACRSDedForAstInSrvcBfrPYAmt02257
IRS4562/MaximumDollarLimitationAmt01080000
IRS4562/ThresholdCostOfSect179PropAmt02700000
IRS4562/TotalDepreciationAmt02257
IRS990T/BooksInCareOfDetail/PersonNm0SANDI PIERCE
IRS990T/BooksInCareOfDetail/PhoneNum08056844127
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01960 CATE MESA ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CARPINTERIA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd093013
IRS990T/BookValueAssetsEOYAmt0214391093
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/DepreciationNetAmt02257
IRS990TScheduleA/GrossProfitAmt0199120
IRS990TScheduleA/GrossReceiptsOrSalesAmt0199120
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0199120
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0247565
IRS990TScheduleA/PrincipalBusinessActivityCd0111000
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0PO BOX 5005
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0CARPINTERIA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd093014
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt031192
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0281014
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt02257
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0199120
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0199120
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0THE SALE OF AVOCADOS GROWN BY THE SCHOOL
IRS990TScheduleA/UBIBeforeNOLDedAmt0-81894
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-81894
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0PO BOX 5005
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0CARPINTERIA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd093014
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDI PIERCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST HEAD OF SCHOOL FOR FINANC
ReturnHeader/BusinessOfficerGrp/PhoneNum08056848409
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0CATE
ReturnHeader/Filer/EIN0951644630
ReturnHeader/Filer/PhoneNum08056848409
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5005
ReturnHeader/Filer/USAddress/CityNm0CARPINTERIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093014
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 SOUTH MAIN STREET 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08605614000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN TOSCANO
ReturnHeader/ReturnTs02024-03-27T11:46:52-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIERCE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$214$21.4$193$34.6$36.7$2.09
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$199$16.3$183$35.2$39.7$4.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$219$12.5$206$55.8$30.6$25.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$190$19.6$170$33.3$30.2$3.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$179$13.0$166$37.0$28.7$8.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$171$12.1$159$32.4$27.7$4.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$162$12.1$150$27.5$25.7$1.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$150$14.0$136$21.3$24.6$3.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$14.8$136$28.2$23.2$4.94
2014Detailed filing. Detailed filing data is available for this year.$147$15.4$132$23.7$22.0$1.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$135$16.3$119$20.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$17.2$113$20.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$133$17.9$115$19.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$15.4$103$18.3