Empowering Soar students today to become world leaders tomorrow.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$586K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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
4 of 6
filings with a surplus
Average surplus $393K a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 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
Pay to officers and key staff
$586K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $130
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
42% of total assets
Looks good: liabilities are 42% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 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
$5.8M
Spent
$5.6M
To programs
87%
Net assets
$1.7M
By yearFY2020–FY2025
Revenue
$5.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$5.8M
FY2021$6.9M
FY2022$6.6M
FY2023$8.1M
FY2024$9.0M
FY2025$10.2M
Expenses
$5.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.6M
FY2021$6.0M
FY2022$6.6M
FY2023$8.1M
FY2024$9.2M
FY2025$8.8M
Net assets
$1.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$2.7M
FY2022$2.7M
FY2023$2.7M
FY2024$2.5M
FY2025$3.8M

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 Apr 2008.

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% · $4.9M Management & general 12% · $697K Fundraising 0% · $13K

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

10 people listed on the 990; $586K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$133,066Pt VII · Sec A
Director of Parent Engagement and Interventions
$113,795Pt VII · Sec A
Director of Finance
$113,415Pt VII · Sec A
Director of Instruction Ans Assessment
$113,320Pt VII · Sec A
Director of Human Resources and Communications
$112,245Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Trisha Lancaster’s $165K as Executive Director is at the 22nd percentile of top reported officer pay among 3683 $10–100M 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Trisha Lancaster$165,242$156,980$146,682$138,280$137,091$133,066
Kristin Hadden$152,398$143,951$132,112$118,320——
Cynthia Nunez$142,312$135,091$126,596$118,770$117,285$113,795
Tamara Martinez$140,845$133,741$125,096$115,610$116,525—
Susan Dryden—$136,348$127,666$117,920$117,455$113,320
Kristin Kraus————$117,405$113,415
Tamara Fort—————$112,245
Lisa Paez$105,281—————

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.

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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

Helps students develop leadership skills for future success.

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Provided by the organization

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1 program · $4.9M · in their own filed words · FY2019
01

To operate a public charter school serving approximately 455 students in grades kindergarten through eighth grade.

$4.9Mprogram 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$130

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$5.8M
Ln 12
Gifts and grantsLn 1h$5.8M
Money outPt IX
$5.6M
Ln 25
Programscol B$4.9M
Managementcol C$697K
Fundraisingcol D$13K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$2.9M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
10
listed · VII A
PaidVII A5
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.8M
Government grantsLn 1e$5.7M
Total revenueLn 12$5.8M
Assets in detailPt X, end of year
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$1.0M
Land, buildings, equipmentLn 10c$516K
Other assetsLn 15$20K
Total assetsLn 16$2.9M
LiabilitiesLn 26$1.2M
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 585
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$427K$1.0M
Land, buildings, equipmentLn 10c$620K$516K
Total assetsLn 16$2.0M$2.9M
LiabilitiesLn 26$470K$1.2M
Net assetsLn 32$1.5M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$322K$139K$183K
Other salaries and wagesLn 7$2.7M$2.6M$105K
Other employee benefitsLn 9$403K$401K$2K
Payroll taxesLn 10$726K$702K$24K
Management feesLn 11a$61K$61K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$15K$15K
Other fees for servicesLn 11g$126K$94K$31K
Advertising and promotionLn 12$11K$10K$937
Office expensesLn 13$49K$44K$4K
Information technologyLn 14$58K$58K$210
OccupancyLn 16$112K$102K$9K
TravelLn 17$13K$12K$812
Conferences, conventions and meetingsLn 19$27K$27K$163
InterestLn 20$1K$1K
Depreciation, depletion and amortizationLn 22$104K$95K$9K
InsuranceLn 23$45K$41K$4K
Other expenses (24a–d)Ln 24$653K$462K$191K
All other expensesLn 24e$165K$101K$51K$13K
Total functional expensesLn 25$5.6M$4.9M$697K$13K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.2M$8.8M$1.4M$3.8M 990 PDF
FY2024 $9.0M$9.2M−$262K$2.5M 990 PDF
FY2023 $8.1M$8.1M−$3K$2.7M 990 PDF
FY2022 $6.6M$6.6M$24K$2.7M 990 PDF
FY2021 $6.9M$6.0M$983K$2.7M 990 PDF
FY2020 Viewing $5.8M$5.6M$215K$1.7M 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 $5,808,447 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,866,233$5,808,447
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,866,233$5,808,447
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,928,686$4,150,833
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,647,795$1,442,774
I-18 Total expensesPrior year $5,576,481$5,593,607
I-19 Revenue less expensesPrior year $289,752$214,840
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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 $5,808,447 across 4 lines filed
VIII-1e Government grants$5,701,604
VIII-1f All other contributions, gifts and grants$106,843
VIII-1h Total contributions, gifts and grants$5,808,447
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$5,808,447
Part IX · Statement of functional expenses $5,593,607 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $138,588 · Management $183,226$321,814
IX-7 Other salaries and wagesPrograms $2,594,988 · Management $104,978$2,699,966
IX-9 Other employee benefitsPrograms $401,397 · Management $1,719$403,116
IX-10 Payroll taxesPrograms $701,716 · Management $24,221$725,937
IX-11a Management feesManagement $61,204$61,204
IX-11b Legal feesManagement $3,891$3,891
IX-11c Accounting feesManagement $15,200$15,200
IX-11g Other fees for servicesPrograms $94,407 · Management $31,390$125,797
IX-12 Advertising and promotionPrograms $10,132 · Management $937$11,069
IX-13 Office expensesPrograms $44,401 · Management $4,105$48,506
IX-14 Information technologyPrograms $57,507 · Management $210$57,717
IX-16 OccupancyPrograms $102,245 · Management $9,456$111,701
IX-17 TravelPrograms $11,890 · Management $812$12,702
IX-19 Conferences, conventions and meetingsPrograms $26,639 · Management $163$26,802
IX-20 InterestManagement $1,072$1,072
IX-22 Depreciation, depletion and amortizationPrograms $95,292 · Management $8,813$104,105
IX-23 InsurancePrograms $40,987 · Management $3,791$44,778
IX-24 Other expenses (24a–d)Programs $461,952 · Management $191,416$653,368
IX-24e All other expensesPrograms $101,329 · Management $50,647 · Fundraising $12,886$164,862
IX-25 Total functional expensesPrograms $4,883,470 · Management $697,251 · Fundraising $12,886$5,593,607
Part X · Balance sheet $2,932,719 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $427,310$1,025,527
X-4 Accounts receivableStart of year $826,056$1,310,289
X-9 Prepaid expenses and deferred chargesStart of year $69,748$61,317
X-10c Land, buildings and equipment, netStart of year $619,826$515,721
X-15 Other assetsStart of year $19,865$19,865
X-16 Total assetsStart of year $1,962,805$2,932,719
X-17 Accounts payable and accrued expensesStart of year $378,639$464,203
X-19 Deferred revenueStart of year $50,208$37,543
X-24 Unsecured notes and loans payable$723,476
X-26 Total liabilitiesStart of year $470,148$1,225,222
X-27 Net assets without donor restrictionsStart of year $1,492,657$1,707,497
X-32 Total net assets or fund balancesStart of year $1,492,657$1,707,497
X-33 Total liabilities and net assetsStart of year $1,962,805$2,932,719
Part XI · Reconciliation of net assets $1,707,497 net assets at year end
XI-1 Total revenue$5,808,447
XI-2 Total expenses$5,593,607
XI-3 Revenue less expenses$214,840
XI-4 Net assets at start of year$1,492,657
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,707,497

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

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