STRATEGY STUDIO / PUBLIC DATA EXPLORER

EQUITAS ACADEMY CHARTER SCHOOL INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EQUITAS ACADEMY CHARTER SCHOOL INC (EIN 26-2439216)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-29
IRS object ID
202501199349300845
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-04-29T09:21:13-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12210 EAST ROUTE 66AddressLine1Txt
CityGLENDORACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91740ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262439216EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EQUITAS ACADEMY CHARTER SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEQUIBusinessNameControlTxt
Phone2132010440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 W PICO BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSOFIA RODITTIPersonNm
Person TitleCEOPersonTitleTxt
Phone2132010440PhoneNum
Signature2025-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEI-LI HUANGPreparerPersonNm
PTINP02383735PTIN
Phone6268577300PhoneNum
Preparation2025-04-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSOFIA RODITTIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 W PICO BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90015ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$46,075,779GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EQUITASACADEMY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionEQUITAS ACADEMY PROVIDES A STRUCTURED, ACHIEVEMENT-BASED COMMUNITY THAT PREPARES STUDENTS TO GRADUATE FROM FOUR-YEAR COLLEGES AND UNIVERSITIES.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee320TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$41,383,406PYContributionsGrantsAmt
CY Contributions Grants$45,651,770CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$268,611PYInvestmentIncomeAmt
CY Investment Income$345,560CYInvestmentIncomeAmt
PY Other Revenue$700PYOtherRevenueAmt
CY Other Revenue$78,449CYOtherRevenueAmt
PY Total Revenue$41,652,717PYTotalRevenueAmt
CY Total Revenue$46,075,779CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,952,455PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,776,182CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$26,681CYTotalFundraisingExpenseAmt
PY Other Expenses$19,336,977PYOtherExpensesAmt
CY Other Expenses$19,985,775CYOtherExpensesAmt
PY Total Expenses$40,289,432PYTotalExpensesAmt
CY Total Expenses$44,761,957CYTotalExpensesAmt
PY Revenues Less Expenses$1,363,285PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,313,822CYRevenuesLessExpensesAmt
Total Assets BOY$115,005,754TotalAssetsBOYAmt
Total Assets EOY$112,491,632TotalAssetsEOYAmt
Total Liabilities BOY$95,519,247TotalLiabilitiesBOYAmt
Total Liabilities EOY$92,991,303TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,486,507NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,500,329NetAssetsOrFundBalancesEOYAmt
MissionEQUITAS ACADEMY PROVIDES A STRUCTURED, ACHIEVEMENT BASED COMMUNITY THAT PREPARES STUDENTS TO GRADUATE FROM COLLEGE-PREPARATORY HIGH SCHOOLS, FOUR-YEAR COLLEGES, AND UNIVERSITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$35,540,444ExpenseAmt
DescEQUITAS ACADEMY PROVIDES A STRUCTURED, ACHIEVEMETN BASED COMMUNITY THAT PREPERS K-8 STUDENTS TO GRADUATE FROM COLLEGE-PREPARATORY HIGH SCHOOLS, FOUR-YEAR COLLEGES, AND UNIVERSITIES. THE ORGANIZATION OPERATES 5 CHARTER SCHOOLS SERVING OVER 1,800 STUDENTS.Desc
Total Program Service Expenses$35,540,444TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document50IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee320EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMIRA ESTILAIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4242086067PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11990 SOUTH BUNDY DR SUITE 410AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
TYLER BELL
BOARD CHAIR2.000.00Yes (X)Yes (X)$0$0$0
LINDSEY HEISSER
VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
PRABHU REDDY
TREASURER2.000.00Yes (X)Yes (X)$0$0$0
OLIVER BAJRACHARYA
SECRETARY2.000.00Yes (X)Yes (X)$0$0$0
CATIE LANGSTON
MEMBER2.000.00Yes (X)$0$0$0
SYLVIA JAUREGUI
MEMBER2.000.00Yes (X)$0$0$0
RAY MCKENZIE
MEMBER2.000.00Yes (X)$0$0$0
TOM HOLLENBERG
MEMBER2.000.00Yes (X)$0$0$0
DAKOTA ORTIZ
MEMBER2.000.00Yes (X)$0$0$0
ALYSSA SANTINO
MEMBER2.000.00Yes (X)$0$0$0
SOFIA RODITTI
CHIEF EXECUTIVE OFFICER43.002.00Yes (X)$320,940$0$71,387
JASON RUDOLPH
COO AND GENERAL COUNSEL43.000.00Yes (X)$126,647$0$4,275
CECILIA I MELGARES
MANAGING DIRECTOR OF OPERATIONS40.000.00$199,423$0$14,383Yes (X)
KATE FARRAR
DIRECTOR OF PEOPLE AND CULTURE40.000.00$200,813$0$48,275Yes (X)
ROBERT SPENCER
CHIEF SCHOOLS OFFICER43.000.00$209,304$0$51,541Yes (X)
LILIA S MITRE
DIR. OF FAM, ALUM AND CMTY ENG40.000.00$166,831$0$17,452Yes (X)
JENNIFER FREEMAN
MD OF STUDENT SERVICES40.000.00$165,518$0$47,772Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,389,476TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$255,085TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K32IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
REVOLUTION FOODS
5743 SMITHWAY ST 103COMMERCECA90040FOOD SERVICES$2,416,448
WOODCRAFT RANGERS
232 E 2ND STREET UNIT ALOS ANGELESCA90012AFTER SCHOOL SERVICES$2,385,231
EPI CONSTRUCTION INC
12345 VENTURA BLVD SUITE HSTUDIO CITYCA91604CONSTRUCTION SERVICES$1,444,345
EXCELLENT EDUCATION DEVELOPMENT INC (EX
1990 SOUTH BUNDTY DR SUITE 410LOS ANGELESCA90025BACK OFFICE SERVICES$635,066
SWING EDUCATION
2041 EAST ST PMB 884CONCORDCA94520EDUCATION SERVICES$459,289
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
Government Grants$45,151,708GovernmentGrantsAmt
All Other Contributions$500,062AllOtherContributionsAmt
Total Contributions$45,651,770TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$345,560TotalRevenueColumnAmt
Exclusion$345,560ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$78,449TotalRevenueColumnAmt
Exclusion$78,449ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$78,449OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,075,779TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$424,009ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$645,072TotalAmt
Program Services$277,568ProgramServicesAmt
Management And General$367,504ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$19,087,459TotalAmt
Program Services$14,926,957ProgramServicesAmt
Management And General$4,160,502ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,420,674TotalAmt
Program Services$2,394,142ProgramServicesAmt
Management And General$26,532ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,941,788TotalAmt
Program Services$1,500,644ProgramServicesAmt
Management And General$441,144ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$681,189TotalAmt
Program Services$359,903ProgramServicesAmt
Management And General$321,286ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$55,958TotalAmt
Management And General$55,958ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$136,574TotalAmt
Management And General$136,574ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,410,092TotalAmt
Program Services$6,283,836ProgramServicesAmt
Management And General$1,126,256ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$541,961TotalAmt
Program Services$439,798ProgramServicesAmt
Management And General$102,163ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$370,946TotalAmt
Program Services$208,837ProgramServicesAmt
Management And General$162,109ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$339,749TotalAmt
Management And General$339,749ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,267,234TotalAmt
Program Services$5,242,760ProgramServicesAmt
Management And General$1,024,474ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$58,197TotalAmt
Program Services$58,197ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,819TotalAmt
Management And General$1,819ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$242,056TotalAmt
Program Services$242,056ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$202,188TotalAmt
Management And General$202,188ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER EXPENSES$3,333,181$2,579,926$726,574$26,681
INSTRUCTIONAL MATERIALS$1,025,820$1,025,820

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$44,761,957TotalAmt
Program Services$35,540,444ProgramServicesAmt
Management And General$9,194,832ManagementAndGeneralAmt
Fundraising$26,681FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,100BOYAmt
EOY$16,576,405EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,307,896BOYAmt
EOY$261,388EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,813,938BOYAmt
EOY$6,281,735EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$167,961BOYAmt
EOY$427,437EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$794,277BOYAmt
EOY$996,652EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,588,824LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,057,305LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,616,511BOYAmt
EOY$2,531,519EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$88,303,071BOYAmt
EOY$85,416,496EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$115,005,754BOYAmt
EOY$112,491,632EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,298,080BOYAmt
EOY$1,665,262EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,483,047BOYAmt
EOY$8,105,733EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$226,264BOYAmt
EOY$137,560EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$84,511,856BOYAmt
EOY$83,082,748EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,519,247BOYAmt
EOY$92,991,303EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,486,507BOYAmt
EOY$19,500,329EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,486,507BOYAmt
EOY$19,500,329EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$115,005,754BOYAmt
EOY$112,491,632EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,313,822ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$1,300,000OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,315,485OtherCostOrOtherBasisAmt
Depreciation$229,573DepreciationAmt
Book Value$2,085,912BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,076OtherCostOrOtherBasisAmt
Depreciation$46,377DepreciationAmt
Book Value$49,699BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,177,263OtherCostOrOtherBasisAmt
Depreciation$1,781,355DepreciationAmt
Book Value$395,908BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,531,519TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
LONG TERM RECEIVABLES$1,667,015
INTERCOMPANY RECEIVABLES$344,749
CAPITAL CONTRIBUTION$882,985
DEPOSITS$15,281
RIGHT-OF-USE ASSET$82,506,466
FieldValueIRS element (for citing)
Total Book Value Other Assets$85,416,496TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLES$194,801
LEASE LIABILITIES$82,887,947
FieldValueIRS element (for citing)
Total Liability$83,082,748TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationEQUITAS ACADEMY CHARTER SCHOOL INC. AND PICO UNION COLLECTIVE ARE NONPROFIT ENTITIES EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. EQUITAS ACADEMY CHARTER SCHOOL INC. AND PICO UNION COLLECTIVE FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships Recs0MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE SCHOOL INCLUDES INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTICES IN ITS BROCHURES, ONLINE APPLICATIONS AND NEWSPAPER ADS.
SCHEDULE E, PART I, LINE 4AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID.
SCHEDULE E, PART I, LINE 6THE SCHOOL RECEIVES CALIFORNIA STATE APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE AND OTHER FEDERAL AND STATE EDUCATIONAL GRANTS.
LINE 3 - EXPLANATION OF NONDISCRIMINATIONS POLICY:THE SCHOOL INCLUDES INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTIVES IN ITS BROCHURES, ONLINE APPLICATIONS AND NEWSPAPER ADS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SOFIA RODITTI
CHIEF EXECUTIVE OFFICER$298,407$0$22,473$0$60$0$57,225$0$14,162$0$392,327$0$0$0
ROBERT SPENCER
CHIEF SCHOOLS OFFICER$195,011$0$14,233$0$60$0$37,379$0$14,162$0$260,845$0$0$0
KATE FARRAR
DIRECTOR OF PEOPLE AND CULTURE$184,079$0$13,484$0$3,250$0$37,478$0$10,797$0$249,088$0$0$0
CECILIA I MELGARES
MANAGING DIRECTOR OF OPERATIONS$165,666$0$0$0$33,757$0$6,050$0$8,333$0$213,806$0$0$0
JENNIFER FREEMAN
MD OF STUDENT SERVICES$161,665$0$0$0$3,853$0$32,618$0$15,154$0$213,290$0$0$0
LILIA S MITRE
DIR. OF FAM, ALUM AND CMTY ENG$157,452$0$0$0$9,379$0$5,071$0$12,381$0$184,283$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE SCHOOL CONTRACTS WITH AN OUTSIDE AGENCY TO PREPARE THE RETURN. THE FORM IS REVIEWED AND THE INFORMATION PROVIDED IS VERIFIED BY SCHOOL PERSONNEL. A COPY OF THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES ON A SECURE WEBSITE.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ANNUALLY COMPLETE DISCLOSURE FORMS WHICH ARE MONITORED BY THE CHIEF EXECUTIVE OFFICER. IF A CONFLICT ARISES, THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF OR HERSELF FROM ALL VOTING AND DISCUSSION ON THE ISSUE.
FORM 990, PART VI, SECTION B, LINE 15BOARD COMMITTEE REVIEWED COMPARABLE NON-PROFIT EDUCATIONAL SALARIES BEFORE DETERMINING THE COMPENSATION OF CHIEF EXECUTIVE OFFICER AND OTHER TOP EMPLOYEES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024.
FORM 990, PART VI, SECTION C, LINE 19THE REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS LOCATION DURING NORMAL BUSINESS HOURS. FINANCIAL STATEMENTS AND POLICIES MAINTAINED IN A SCHOOL INFORMATION BINDER FOR PARENTS.
FORM 990, PART IX, LINE 11GAFTER SCHOOL SERVICES: PROGRAM SERVICE EXPENSES 2,861,054. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,861,054. ALL OTHER CONSULTANTS AND SERVICES: PROGRAM SERVICE EXPENSES 522,083. MANAGEMENT AND GENERAL EXPENSES 1,126,256. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,648,339. CONTRACTED SUBSITUTE TEACHERS: PROGRAM SERVICE EXPENSES 985,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 985,053. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 1,915,646. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,915,646.
FORM 990, PART XI, LINE 9:CAPITAL CONTRIBUTION -1,300,000.
FORM 990, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PICO UNION COLLECTIVEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 W PICO BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90015ZIPCd
FieldValueIRS element (for citing)
EIN821061785EIN
Primary ActivitiesCHARTERPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd