HORIZON CHARTER SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HORIZON CHARTER SCHOOL (EIN 68-0474221)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-05
- IRS object ID
- 202410369349301041
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-05T11:53:41-08:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271682261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MARTA & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 HOWE AVE STE E3 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680474221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Horizon Charter School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORI | BusinessNameControlTxt |
| Phone | 9164085200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Nicolaus Road 100 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Stewart | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2024-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jay | PersonFirstNm |
| Person Last | Stewart | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Marta | PreparerPersonNm |
| PTIN | P00358520 | PTIN |
| Phone | 9169939494 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jay Stewart | PrincipalOfficerNm |
| Gross Receipts | $22,874,710 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.horizoncharterschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Horizon Charter School Revised Mission 2023:In collaboration with home educators, Horizon Charter Schools ensure intentional and relevant student learning by providing tailored and comprehensive educational options to empower EVERY student to develop into a contributing and thriving citizen.1.In the 2020-2021 school year, HCS saw growth and improved achievement based on our local iReady indicators in both Reading and Math for our Kindergarten to Grade 9 students. In Math, end-of-year standards achievement results grew from 59% performing on grade level in 2020 compared to 67% performing on grade level in 2021. In Reading, end-of-year standards achievement results grew from 65% performing on grade level in 2020 compared to 71% performing on grade level in 2021, 73% on grade level in 2022, and 82% on grade level 2023-24 Local Control and Accountability Plan for Western Placer Unified - Horizon Charter School Page 6 of 67 in 2023. Considering the restrictions due to COVID-19, increases in | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 161 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $19,602,104 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,727,790 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$75,364 | PYInvestmentIncomeAmt |
| CY Investment Income | $120,530 | CYInvestmentIncomeAmt |
| PY Other Revenue | $486,987 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $20,013,727 | PYTotalRevenueAmt |
| CY Total Revenue | $22,848,320 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,366,585 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,454,673 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,948,457 | PYOtherExpensesAmt |
| CY Other Expenses | $5,265,204 | CYOtherExpensesAmt |
| PY Total Expenses | $23,315,042 | PYTotalExpensesAmt |
| CY Total Expenses | $19,719,877 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,301,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,128,443 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,212,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,278,771 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,056,563 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,971,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,156,090 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,307,652 | NetAssetsOrFundBalancesEOYAmt |
| Mission | At Horizon, our mission is to ensure student success by providing flexible learning options and robust support to empower families throughout their educational journeys. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,415,341 | ExpenseAmt |
| Desc | Horizon Charter School Revised Mission 2023:In collaboration with home educators, Horizon Charter Schools ensure intentional and relevant student learning by providing tailored and comprehensive educational options to empower EVERY student to develop into a contributing and thriving citizen.1.In the 2020-2021 school year, HCS saw growth and improved achievement based on our local iReady indicators in both Reading and Math for our Kindergarten to Grade 9 students. In Math, end-of-year standards achievement results grew from 59% performing on grade level in 2020 compared to 67% performing on grade level in 2021. In Reading, end-of-year standards achievement results grew from 65% performing on grade level in 2020 compared to 71% performing on grade level in 2021, 73% on grade level in 2022, and 82% on grade level 2023-24 Local Control and Accountability Plan for Western Placer Unified - Horizon Charter School Page 6 of 67 in 2023. Considering the restrictions due to COVID-19, increases in parent participation in virtual school activities rose from 829 attendees in 2019-2020 to over 1000 in 2020-2021. In the 2022-2023 school year, we made a significant effort to increase in person activities and experienced an increased amount of participation. We plan to build on this success in the up coming year. Graduation rates have consistently improved from 60.9% in 2017 to 79.5% in 2020 to 81.3% in 2022 and an estimated improvement in 2023. Horizon will continue its effort to maintain and build upon these successes by monitoring students through Professional Learning Community practices and student case management practices. High School counselors will also continue to create course plans for students that ensure success in preparing for College and Career upon graduation. 2.In the 2020-2021 school year, Horizon Charter School took a close look at the need to reorganize to maximize our resources to impact student achievement while maintaining our commitment to personalized learning options. In April of 2021, the Horizon Charter School Governing Board approved a strategic plan for improved student achievement with a focus on reorganizing our largest program, Independent Home Study. Beginning in the 2021-2022 school year, all supervising teachers were reorganized into grade span Academies with rosters of students spanning 3-4 grade-levels instead of 14 grade-levels. Supervising teachers engage in Professional Learning Communities with a focus on a narrower span of grade-levels to develop grade-level standard and assessment expertise and support students through their personalized learning pathway choices using the recommended curriculum. K- 8 Students have the choice in Math and ELA/ELD to engage in their learning through On-Demand Leaning, Supported Home Study, Blended Learning or Alternative Home Study. In High School, all students will engage in On-Demand Learning, Virtual Learning Institute, or Dual Enrollment in a community college. All core courses will be A-G aligned and overseen by Highly Qualified Teachers. Credit recovery options, compacted classes and Incomplete recovery is available for students who need to recover from learning setbacks. This Strategic Plan for Improved student achievement aligned with our partnership with parent educators, is the foundation for our LCAP plan for 2021-2024. All goals and actions are developed with a focus to improve student achievement for our unduplicated students and all students who chose Horizon Charter School for their educational program. 3.Horizon Charter School has developed a comprehensive effort to engage all partners with a stake in our outcomes, to provide feedback to inform the upcoming LCAP. Over the past 3 years, HCS has developed strategic goals around family and community engagement with the idea that if we improve relations with our families then our families would more fully participate in the decision making process. To meet this objective we offer: Daily and weekly live interactions and engagement sessions for our students; Parent Mentor interactions and workshops for families; Formal structures for communication and increased informal opportunities via surveys and monthly meetings with teachers; Parent Advisory Committee meetings and an instructional Leadership team, ILT/PAC; Information family HUB; and Increased student and family social engagements. The shift to the virtual settings in response to Covid 19 had a positive impact on our engagement across all venues as our partners could provide feedback and attend sessions remotely. We have leveraged this and expanded our feedback model to include three dimensions: parent information meetings, recorded sessions and surveys to assure all members of the Horizon community may fully participate and inform the LCAP and the LCFF. | Desc |
| Total Program Service Expenses | $18,415,341 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 182 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 161 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Stewart | PersonNm |
| Phone | 9164085200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Nicolaus Road | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Carin Contreras | |||||||
| Chief Academic Officer | 40.00 | 0.00 | $261,591 | $0 | $10,064 | ||
| John Garrard | |||||||
| Chief Executive Officer | 40.00 | 0.00 | $230,447 | $0 | $2,847 | ||
| Alison Garcia | |||||||
| Senior Director | 40.00 | 0.00 | $154,310 | $0 | $9,991 | ||
| Tracy Wilson | |||||||
| Director | 40.00 | 0.00 | $134,310 | $0 | $970 | ||
| Michelle Smith | |||||||
| Psychologist | 40.00 | 0.00 | $119,524 | $0 | $10,130 | ||
| Dixie Marino | |||||||
| Psychologist | 40.00 | 0.00 | $115,743 | $0 | $2,847 | ||
| Erin Parnell | |||||||
| Psychologist | 40.00 | 0.00 | $117,174 | $0 | $971 | ||
| Jeff Rodzen | |||||||
| President | 2.50 | 0.00 | $3,175 | $0 | $295 | Yes (X) | Yes (X) |
| Joe Dutra | |||||||
| Vice President | 2.50 | 0.00 | $3,175 | $0 | $295 | Yes (X) | Yes (X) |
| Lisa Romero | |||||||
| Member | 2.50 | 0.00 | $3,175 | $0 | $295 | Yes (X) | |
| Jim Trimble | |||||||
| Member | 2.50 | 0.00 | $2,911 | $0 | $90 | Yes (X) | |
| Oksana Krevitsky | |||||||
| Member | 2.50 | 0.00 | $2,381 | $0 | $222 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,147,916 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $39,017 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | CompensationCompensationAmt | ServicesServicesDesc |
|---|---|---|---|---|---|
| Fuel Education | |||||
| 2300 Corporate Park Drive | Herndon | VA | 20171 | $222,500 | |
| Amazon Capital Servcies | |||||
| PO Box 8127 | Seattle | WA | 98108 | $173,410 | Supplies |
| Growing Healthy Children Therapy Services | |||||
| 3498 Green Valley Road | Rescure | CA | 95672 | $145,130 | Services |
| Imagine Learning | |||||
| 8860 E Chaparral Raod Suite 100 | Scottsdale | AZ | 85250 | $133,162 | Curriculum |
| Total Education Solutions | |||||
| 99 Pasadena Avenue 10C | South Pasadena | CA | 91030 | $121,671 | servcies |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $22,727,790 | GovernmentGrantsAmt |
| Total Contributions | $22,727,790 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $146,920 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $26,390 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$26,390 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$26,390 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,848,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,530 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,260 | TotalAmt |
| Program Services | $939,471 | ProgramServicesAmt |
| Management And General | $165,789 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,118,165 | TotalAmt |
| Program Services | $8,844,798 | ProgramServicesAmt |
| Management And General | $273,367 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,231,248 | TotalAmt |
| Program Services | $4,034,578 | ProgramServicesAmt |
| Management And General | $196,670 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,351 | TotalAmt |
| Program Services | $28,351 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Services and Operating Expense | $3,967,445 | $3,357,146 | $610,299 |
| Books and Supplies | $1,161,309 | $1,102,898 | $58,411 |
| other outgo | $108,099 | $108,099 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,719,877 | TotalAmt |
| Program Services | $18,415,341 | ProgramServicesAmt |
| Management And General | $1,304,536 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,736 | BOYAmt |
| EOY | $794,553 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,739,062 | BOYAmt |
| EOY | $7,461,962 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,119,665 | BOYAmt |
| EOY | $2,660,273 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,819 | BOYAmt |
| EOY | $162,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,414,992 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,050,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,739 | BOYAmt |
| EOY | $364,761 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,632 | BOYAmt |
| EOY | $834,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,212,653 | BOYAmt |
| EOY | $12,278,771 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,833,864 | BOYAmt |
| EOY | $860,446 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,836 | BOYAmt |
| EOY | $250,473 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,863 | BOYAmt |
| EOY | $860,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,056,563 | BOYAmt |
| EOY | $1,971,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,152,199 | BOYAmt |
| EOY | $6,269,711 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,891 | BOYAmt |
| EOY | $4,037,941 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,156,090 | BOYAmt |
| EOY | $10,307,652 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,212,653 | BOYAmt |
| EOY | $12,278,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,128,443 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $23,119 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,694,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,369,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,880,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,602,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,727,790 | CurrentTaxYearAmt |
| Total | $106,275,655 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,694,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,369,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,880,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,602,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,727,790 | CurrentTaxYearAmt |
| Total | $106,275,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $106,275,655 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,920 | CurrentTaxYearAmt |
| Total | $457,363 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $106,733,018 | TotalSupportAmt |
| Public Support CY170 | 0.99570 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,414,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,050,231 | DepreciationAmt |
| Book Value | $364,761 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $364,761 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of Use Assets | Desc |
| Book Value | $834,950 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $834,950 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease obligations current | $194,580 |
| Lease obligations noncurrent | $665,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $860,200 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|
| Alison Garcia | ||||
| Senior Director | $154,310 | $9,991 | $164,301 | |
| Carin Contreras | ||||
| Chief Academic Officer | $255,591 | $10,064 | $271,655 | $6,000 |
| John Garrard | ||||
| Chief Executive Officer | $230,447 | $2,847 | $233,294 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 9 | Jay M. Stewart 873 First Street, Lincoln CA 95648 |
| Form 990, Part VI, Section B, Line 11b | No review was or will be conducted. |
| Form 990, Part VI, Section B, Line 12c | Members must annually sumbit a state Fair Polictical Practices Committee form 700 |
| Form 990, Part VI, Section B, Line 15a | Must be reviewed and approved by the board |
| Form 990, Part VI, Section C, Line 19 | No documents available to the public. |
| Form 990, Part XI, Line 9 | book to tax depreciation difference = -$3271 |
| Form 990, Part XI, Line 9 | Gain in loss based on fixed asset adjustment not on books = $26390 |