Journey School FY2020 filing

Tax-deductible

Aliso Viejo, CA501(c)(3)Since 2000EducationEIN 33-0912707Revenue $5.2M in FY2020

On file with the IRSjourneyschool.net27102 Foxborough, 92656-3377 · Aliso Viejo, CATax-exempt since Feb 2001School — 170(b)(1)(A)(ii)

This page gets seen. Tell your story. Claim this org.

Education by offering steiner (waldorf) based educational methods in a public School setting.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$189K 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
5 of 6
filings with a surplus
Average surplus $324K a year · 5% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$189K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $11K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$795K
38% of total assets
Looks good: liabilities are 38% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 6 voting members
Looks good: 5 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.2M
Spent
$5.2M
To programs
84%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$5.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$5.2M
FY2021$6.0M
FY2022$5.5M
FY2023$7.8M
FY2024$7.1M
FY2025$8.7M
Expenses
$5.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.2M
FY2021$5.7M
FY2022$5.8M
FY2023$6.5M
FY2024$7.0M
FY2025$8.3M
Net assets
$1.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$1.4M
FY2023$2.7M
FY2024$2.8M
FY2025$3.2M

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

Give Claim
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 Feb 2001.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $4.3M Management & general 16% · $831K Fundraising 0% · $615

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

7 people listed on the 990; $189K 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
$120,588Pt VII · Sec A
Council Member
$67,982Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Council Member
$0Pt VII · Sec A

Gavin Keller’s $175K as Executive Director is at the 76th 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 · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Gavin Keller$175,125$151,778$145,332$144,467$133,021$120,588
Shelley Kelley$119,672$112,811$108,068$105,661——
Jeannie Lee$82,172$79,296$74,872$72,151$69,586$67,982

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 Journey School executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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

Offers Steiner (Waldorf) based education in a public school.

Questions for Journey School

Tap to ask. Journey School sees how many people are interested.

Your first name shows with your question. Journey School answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $4.3M · in their own filed words · FY2019
01

A charter school providing educational opportunities to the surrounding community. For the year ended june 30, 2020, the school served approximately 556 students and oferred 175 instructional days.

$4.3Mprogram 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 · FY2024
Total grants receivedfrom 2 funders$11K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$5.2M
Ln 12
Gifts and grantsLn 1h$5.2M
Investment incomeLn 3$13K
Other incomeLn 4–11$932
Money outPt IX
$5.2M
Ln 25
Programscol B$4.3M
Managementcol C$831K
Fundraisingcol D$615
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$2.1M
LiabilitiesLn 26$795K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.2M
Government grantsLn 1e$5.0M
Investment incomeLn 3$13K
Other incomeLn 4–11$932
Total revenueLn 12$5.2M
Assets in detailPt X, end of year
CashLn 1$736K
SavingsLn 2$716K
Cash and savings togetherLn 1–2$1.5M
Land, buildings, equipmentLn 10c$206K
Total assetsLn 16$2.1M
LiabilitiesLn 26$795K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 5101
VolunteersI 6350
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$811K$1.5M
Land, buildings, equipmentLn 10c$255K$206K
Total assetsLn 16$1.5M$2.1M
LiabilitiesLn 26$261K$795K
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$259K$177K$82K
Other salaries and wagesLn 7$2.7M$2.4M$275K
Pension plan contributionsLn 8$470K$421K$49K
Other employee benefitsLn 9$333K$297K$36K
Payroll taxesLn 10$96K$71K$25K
Legal feesLn 11b$36K$36K
Accounting feesLn 11c$131K$131K
Other fees for servicesLn 11g$98K$68K$29K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$69K$37K$32K
OccupancyLn 16$383K$337K$46K
TravelLn 17$28K$28K
InterestLn 20$542$542
Depreciation, depletion and amortizationLn 22$49K$49K
InsuranceLn 23$41K$41K
Other expenses (24a–d)Ln 24$453K$440K$13K
All other expensesLn 24e$54K$19K$34K$615
Total functional expensesLn 25$5.2M$4.3M$831K$615

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $8.7M$8.3M$348K$3.2M 990 PDF
FY2024 $7.1M$7.0M$137K$2.8M 990 PDF
FY2023 $7.8M$6.5M$1.3M$2.7M 990 PDF
FY2022 $5.5M$5.8M−$211K$1.4M 990 PDF
FY2021 $6.0M$5.7M$314K$1.6M 990 PDF
FY2020 Viewing $5.2M$5.2M$52K$1.3M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $5,229,099 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,181,871$5,214,810
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $11,055$13,357
I-11 Other revenuePrior year $5,710$932
I-12 Total revenuePrior year $5,198,636$5,229,099
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 $3,564,948$3,832,488
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,437,912$1,344,469
I-18 Total expensesPrior year $5,002,860$5,176,957
I-19 Revenue less expensesPrior year $195,776$52,142
Part VI · Governance 5 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
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 $5,229,099 across 6 lines filed
VIII-1e Government grants$4,957,692
VIII-1f All other contributions, gifts and grants$257,118
VIII-1h Total contributions, gifts and grants$5,214,810
VIII-3 Investment incomeExcluded from tax $13,357$13,357
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $932$932
VIII-12 Total revenueRelated to mission $932 · Unrelated business $0 · Excluded from tax $13,357$5,229,099
Part IX · Statement of functional expenses $5,176,957 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $177,246 · Management $81,725$258,971
IX-7 Other salaries and wagesPrograms $2,399,723 · Management $275,231$2,674,954
IX-8 Pension plan contributionsPrograms $420,900 · Management $49,000$469,900
IX-9 Other employee benefitsPrograms $297,223 · Management $35,501$332,724
IX-10 Payroll taxesPrograms $71,335 · Management $24,604$95,939
IX-11b Legal feesManagement $35,504$35,504
IX-11c Accounting feesManagement $130,579$130,579
IX-11g Other fees for servicesPrograms $68,187 · Management $29,395$97,582
IX-12 Advertising and promotionManagement $3,101$3,101
IX-13 Office expensesPrograms $36,838 · Management $32,405$69,243
IX-16 OccupancyPrograms $337,307 · Management $45,760$383,067
IX-17 TravelPrograms $27,533$27,533
IX-20 InterestManagement $542$542
IX-22 Depreciation, depletion and amortizationPrograms $49,224$49,224
IX-23 InsuranceManagement $41,184$41,184
IX-24 Other expenses (24a–d)Programs $439,981 · Management $12,661$452,642
IX-24e All other expensesPrograms $19,377 · Management $34,276 · Fundraising $615$54,268
IX-25 Total functional expensesPrograms $4,344,874 · Management $831,468 · Fundraising $615$5,176,957
Part X · Balance sheet $2,069,124 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $179,509$736,256
X-2 Savings and temporary cash investmentsStart of year $631,086$715,554
X-4 Accounts receivableStart of year $366,232$367,843
X-9 Prepaid expenses and deferred chargesStart of year $50,674$43,620
X-10c Land, buildings and equipment, netStart of year $255,075$205,851
X-16 Total assetsStart of year $1,482,576$2,069,124
X-17 Accounts payable and accrued expensesStart of year $260,643$229,471
X-24 Unsecured notes and loans payable$565,578
X-26 Total liabilitiesStart of year $260,643$795,049
X-27 Net assets without donor restrictionsStart of year $1,186,128$1,241,663
X-28 Net assets with donor restrictionsStart of year $35,805$32,412
X-32 Total net assets or fund balancesStart of year $1,221,933$1,274,075
X-33 Total liabilities and net assetsStart of year $1,482,576$2,069,124
Part XI · Reconciliation of net assets $1,274,075 net assets at year end
XI-1 Total revenue$5,229,099
XI-2 Total expenses$5,176,957
XI-3 Revenue less expenses$52,142
XI-4 Net assets at start of year$1,221,933
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,274,075

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.