To operate a public charter school

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $30K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $34
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$189K
41% of total assets
Looks good: liabilities are 41% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$1.2M
To programs
87%
Net assets
$271K
By yearFY2020–FY2025
Revenue
$1.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.7M
FY2022$1.4M
FY2023$1.8M
FY2024$1.2M
FY2025$1.3M
Expenses
$1.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.4M
FY2022$1.4M
FY2023$1.6M
FY2024$1.4M
FY2025$1.5M
Net assets
$271K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$271K
FY2021$632K
FY2022$617K
FY2023$813K
FY2024$685K
FY2025$501K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $1.1M Management & general 13% · $157K Fundraising 0% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Margaret Roush-Meier’s $66K as Executive Director and Charter Representative is at the 12th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Margaret Roush-Meier$65,518$79,561$106,666$102,119$94,947

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Concordia Charter School executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates students through a public charter school.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2019
01

The School serves kindergarten through sixth grades in Mesa, Arizona, providing families a choice for a high-quality education for their children in a safe, caring and harmonious environment.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$34

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$1.2M
Other incomeLn 4–11$17K
Investment incomeLn 3$125
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$157K
Fundraisingcol D$2K
Owns and owesPt X
$271K
net assets · Ln 32
Cash and savingsLn 1–2$375K
Total assetsLn 16$459K
LiabilitiesLn 26$189K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$1.1M
Investment incomeLn 3$125
Other incomeLn 4–11$17K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$101K
SavingsLn 2$274K
Cash and savings togetherLn 1–2$375K
Land, buildings, equipmentLn 10c$72K
Total assetsLn 16$459K
LiabilitiesLn 26$189K
Net assetsLn 32$271K
OperationsPt I, VI
EmployeesI 532
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$260K$375K
Land, buildings, equipmentLn 10c$104K$72K
Total assetsLn 16$387K$459K
LiabilitiesLn 26$67K$189K
Net assetsLn 32$320K$271K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$90K$90K
Other salaries and wagesLn 7$694K$694K
Pension plan contributionsLn 8$12K$12K$230
Other employee benefitsLn 9$74K$74K
Payroll taxesLn 10$57K$51K$7K
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$47K$14K$33K
OccupancyLn 16$53K$51K$2K$666
TravelLn 17$4K$4K
Depreciation, depletion and amortizationLn 22$32K$30K$1K$400
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$134K$119K$13K$1K
All other expensesLn 24e$5K$4K$746$249
Total functional expensesLn 25$1.2M$1.1M$157K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.3M$1.5M−$184K$501K 990 PDF
FY2024 $1.2M$1.4M−$128K$685K 990 PDF
FY2023 $1.8M$1.6M$196K$813K 990 PDF
FY2022 $1.4M$1.4M−$15K$617K 990 PDF
FY2021 $1.7M$1.4M$361K$632K 990 PDF
FY2020 Viewing $1.2M$1.2M−$50K$271K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,178,263 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $299,966$1,160,835
I-9 Program service revenuePrior year $887,401$0
I-10 Investment incomePrior year $166$125
I-11 Other revenue$17,303
I-12 Total revenuePrior year $1,187,533$1,178,263
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $879,841$928,167
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $341,193$299,769
I-18 Total expensesPrior year $1,221,034$1,227,936
I-19 Revenue less expensesPrior year −$33,501−$49,673
Part VI · Governance 4 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,178,263 across 6 lines filed
VIII-1e Government grants$1,125,940
VIII-1f All other contributions, gifts and grants$34,895
VIII-1h Total contributions, gifts and grants$1,160,835
VIII-3 Investment incomeRelated to mission $125$125
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $17,303$17,303
VIII-12 Total revenueRelated to mission $17,428 · Unrelated business $0 · Excluded from tax $0$1,178,263
Part IX · Statement of functional expenses $1,227,936 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $89,875$89,875
IX-7 Other salaries and wagesPrograms $694,497$694,497
IX-8 Pension plan contributionsPrograms $11,804 · Management $230$12,034
IX-9 Other employee benefitsPrograms $74,380$74,380
IX-10 Payroll taxesPrograms $50,501 · Management $6,880$57,381
IX-11c Accounting feesManagement $10,200$10,200
IX-11g Other fees for servicesPrograms $13,756 · Management $33,267$47,023
IX-16 OccupancyPrograms $50,581 · Management $1,997 · Fundraising $666$53,244
IX-17 TravelPrograms $3,826$3,826
IX-22 Depreciation, depletion and amortizationPrograms $30,394 · Management $1,200 · Fundraising $400$31,994
IX-23 InsurancePrograms $15,127$15,127
IX-24 Other expenses (24a–d)Programs $119,482 · Management $13,091 · Fundraising $1,014$133,587
IX-24e All other expensesPrograms $3,773 · Management $746 · Fundraising $249$4,768
IX-25 Total functional expensesPrograms $1,068,121 · Management $157,486 · Fundraising $2,329$1,227,936
Part X · Balance sheet $459,279 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $58,942$101,205
X-2 Savings and temporary cash investmentsStart of year $200,605$274,154
X-3 Pledges and grants receivableStart of year $12,459$7,380
X-9 Prepaid expenses and deferred chargesStart of year $10,417$4,191
X-10c Land, buildings and equipment, netStart of year $104,343$72,349
X-16 Total assetsStart of year $386,766$459,279
X-17 Accounts payable and accrued expensesStart of year $8,097$16,201
X-24 Unsecured notes and loans payable$172,500
X-26 Total liabilitiesStart of year $66,515$188,701
X-27 Net assets without donor restrictionsStart of year $320,251$265,536
X-28 Net assets with donor restrictions$5,042
X-32 Total net assets or fund balancesStart of year $320,251$270,578
X-33 Total liabilities and net assetsStart of year $386,766$459,279
Part XI · Reconciliation of net assets $270,578 net assets at year end
XI-1 Total revenue$1,178,263
XI-2 Total expenses$1,227,936
XI-3 Revenue less expenses−$49,673
XI-4 Net assets at start of year$320,251
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$270,578

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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