Southgate Academy INC: Nonprofit Profile, Financials & Form 990 (EIN 47-0898555)

Revenue by fiscal year
FY2020	$6.3M
FY2021	$7.7M
FY2022	$6.7M
FY2023	$7.0M
FY2024	$6.9M
FY2025	$5.1M

Expenses by fiscal year
FY2020	$5.9M
FY2021	$6.5M
FY2022	$6.9M
FY2023	$7.0M
FY2024	$7.1M
FY2025	$5.9M

Net assets by fiscal year
FY2020	$5.1M
FY2021	$6.2M
FY2022	$6.0M
FY2023	$6.0M
FY2024	$5.8M
FY2025	$5.0M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2006.

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

Where the money goes

70 cents of each dollar spent went to programs.

70%

30%

Program services 70% · $4.1M Management & general 30% · $1.8M

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

4 people listed on the 990; $366K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Sherry Hasson

Director

$131,333Pt VII · Sec A

Sylvia Calmelat

Superintendent

$114,288Pt VII · Sec A

Rebecca Islas

Student Support

$60,000Pt VII · Sec A

Naomi Borboa

Nutritional Supervisor

$60,000Pt VII · Sec A

Sherry Hasson’s $131K as Director is at the 54th percentile of top reported officer pay among 3395 $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 · 4 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Sherry Hasson	$131,333	$129,292	$140,333	$88,170	$94,877	$115,466
Sylvia Calmelat	$114,288	$113,397	$116,836	$88,387	$88,973	$113,485
Rebecca Islas	$60,000	$60,000	$65,517	$58,225	$69,655	$57,914
Naomi Borboa	$60,000	$60,000	$60,300	$63,444	$63,444	$48,750

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

Educates students to become responsible citizens in a safe, high-standard learning environment.

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Provided by the organization

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1 program · $4.1M · in their own filed words · FY2024

01

Southgate Academy Inc. is an Arizona public charter school that serves approximately 600 students K-12. Southgate Academy's MACILO (Making A Change In Lives Of Students) students participate in a variety of activities to enhance the learning experience.

$4.1Mprogram expense

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$5.1M

Ln 12

Fees for servicesLn 2g$4.2M

Gifts and grantsLn 1h$857K

Money outPt IX

$5.9M

Ln 25

Programscol B$4.1M

Managementcol C$1.8M

Owns and owesPt X

$5.0M

net assets · Ln 32

Cash and savingsLn 1–2$1.5M

Total assetsLn 16$12.9M

LiabilitiesLn 26$7.9M

PeoplePt VI, VII

4

listed · VII A

PaidVII A4

Voting boardVI 1a4

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$857K

Government grantsLn 1e$804K

Noncash giftsLn 1g$0

Fundraising eventsLn 1c$0

Fees for servicesLn 2g$4.2M

Total revenueLn 12$5.1M

Assets in detailPt X, end of year

CashLn 1$1.5M

Cash and savings togetherLn 1–2$1.5M

Land, buildings, equipmentLn 10c$11.2M

Total assetsLn 16$12.9M

LiabilitiesLn 26$7.9M

Net assetsLn 32$5.0M

OperationsPt I, VI

EmployeesI 5108

VolunteersI 60

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$2.5M	$1.5M
Land, buildings, equipmentLn 10c	$12.1M	$11.2M
Total assetsLn 16	$14.6M	$12.9M
LiabilitiesLn 26	$8.8M	$7.9M
Net assetsLn 32	$5.8M	$5.0M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$352K	$120K	$232K	$0
Other salaries and wagesLn 7	$2.4M	$1.8M	$590K	$0
Other employee benefitsLn 9	$79K	$42K	$37K	$0
Payroll taxesLn 10	$253K	$191K	$63K	$0
Other fees for servicesLn 11g	$681K	$504K	$178K	$0
Advertising and promotionLn 12	$88K		$88K
Office expensesLn 13	$87K	$33K	$54K
OccupancyLn 16	$206K	$109K	$97K
TravelLn 17	$54K	$38K	$16K
InterestLn 20	$358K	$251K	$107K
Depreciation, depletion and amortizationLn 22	$1.0M	$716K	$290K
InsuranceLn 23	$150K	$105K	$45K
Other expenses (24a–d)Ln 24	$208K	$208K	$0	$0
Total functional expensesLn 25	$5.9M	$4.1M	$1.8M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$5.1M	$5.9M	−$842K	$5.0M	990 PDF
FY2024	$6.9M	$7.1M	−$186K	$5.8M	990 PDF
FY2023	$7.0M	$7.0M	$32K	$6.0M	990 PDF
FY2022	$6.7M	$6.9M	−$203K	$6.0M	990 PDF
FY2021	$7.7M	$6.5M	$1.1M	$6.2M	990 PDF
FY2020	$6.3M	$5.9M	$405K	$5.1M	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 FY2025 990 (6 parts)

Part I · Summary $5,067,793 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,973,145$857,141

I-9 Program service revenuePrior year $4,943,981$4,210,652

I-10 Investment incomePrior year $0$0

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $6,917,126$5,067,793

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 $3,836,863$3,072,808

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $3,266,488$2,836,559

I-18 Total expensesPrior year $7,103,351$5,909,367

I-19 Revenue less expensesPrior year −$186,225−$841,574

Part VI · Governance 0 of 4 board members independent, no flags

VI-1a Voting members of the governing body4

VI-1b Independent voting members0

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 $5,067,793 across 10 lines filed

VIII-1a Federated campaigns$0

VIII-1b Membership dues$0

VIII-1c Fundraising events$0

VIII-1d Related organizations$0

VIII-1e Government grants$803,649

VIII-1f All other contributions, gifts and grants$53,492

VIII-1g Noncash contributions (included above)$0

VIII-1h Total contributions, gifts and grants$857,141

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,210,652 · Unrelated business $0 · Excluded from tax $0$4,210,652

VIII-12 Total revenueRelated to mission $4,210,652 · Unrelated business $0 · Excluded from tax $0$5,067,793

Part IX · Statement of functional expenses $5,909,367 across 13 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $120,000 · Management $231,621 · Fundraising $0$351,621

IX-7 Other salaries and wagesPrograms $1,798,223 · Management $590,473 · Fundraising $0$2,388,696

IX-9 Other employee benefitsPrograms $42,213 · Management $37,183 · Fundraising $0$79,396

IX-10 Payroll taxesPrograms $190,531 · Management $62,564 · Fundraising $0$253,095

IX-11g Other fees for servicesPrograms $503,525 · Management $177,628 · Fundraising $0$681,153

IX-12 Advertising and promotionManagement $87,860$87,860

IX-13 Office expensesPrograms $32,709 · Management $54,210$86,919

IX-16 OccupancyPrograms $108,907 · Management $97,325$206,232

IX-17 TravelPrograms $37,706 · Management $16,160$53,866

IX-20 InterestPrograms $250,733 · Management $107,457$358,190

IX-22 Depreciation, depletion and amortizationPrograms $715,534 · Management $289,579$1,005,113

IX-23 InsurancePrograms $104,726 · Management $44,883$149,609

IX-24 Other expenses (24a–d)Programs $207,617 · Management $0 · Fundraising $0$207,617

IX-25 Total functional expensesPrograms $4,112,424 · Management $1,796,943 · Fundraising $0$5,909,367

Part X · Balance sheet $12,927,887 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $2,463,795$1,534,862

X-3 Pledges and grants receivableStart of year $14,169$211,285

X-10c Land, buildings and equipment, netStart of year $12,112,702$11,181,740

X-16 Total assetsStart of year $14,607,745$12,927,887

X-17 Accounts payable and accrued expensesStart of year $105,824$170,683

X-26 Total liabilitiesStart of year $8,773,092$7,934,808

X-27 Net assets without donor restrictionsStart of year $5,834,653$4,993,079

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year $5,834,653$4,993,079

X-33 Total liabilities and net assetsStart of year $14,607,745$12,927,887

Part XI · Reconciliation of net assets $4,993,079 net assets at year end

XI-1 Total revenue$5,067,793

XI-2 Total expenses$5,909,367

XI-3 Revenue less expenses−$841,574

XI-4 Net assets at start of year$5,834,653

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$4,993,079

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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