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Orange County Classical Academy FY2021 filing

Tax-deductible
Claimed by the org

Orange, CA501(c)(3)Since 2019Education EIN 84-3946773Revenue $3.6M in FY2021

On file with the IRSorangecountyclassicalacademy.org4100 E Walnut Ave, 92869-2934 · Orange, CATax-exempt since Jul 2020School — 170(b)(1)(A)(ii)

The mission of the Orange County Classical Academy is to develop students in mind and character through a Classical, content-rich liberal arts and sciences curriculum that emphasizes the principles of scholarship, moral character, and civic virtue.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$35K 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

FY2021 · 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 $760K a year · 11% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$35K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.6 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $125K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$892K
80% of total assets
Worth a look: liabilities are 80% of assets; over 65%.
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
$3.6M
×57 vs prior year
Spent
$3.3M
To programs
92%
Net assets
$230K
By yearFY2020–FY2025
Revenue
$3.6M
FY2021▲ ×57
Tap a bar for its year
Revenue by fiscal year
FY2020$63K
FY2021$3.6M
FY2022$5.7M
FY2023$7.1M
FY2024$11.6M
FY2025$12.4M
Expenses
$3.3M
FY2021▲ ×19
Tap a bar for its year
Expenses by fiscal year
FY2020$173K
FY2021$3.3M
FY2022$4.9M
FY2023$7.0M
FY2024$8.9M
FY2025$11.6M
Net assets
$230K
FY2021▲ +309%
Tap a bar for its year
Net assets by fiscal year
FY2020−$110K
FY2021$230K
FY2022$1.0M
FY2023$1.1M
FY2024$3.8M
FY2025$4.6M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Give
You’re viewing the FY2021 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 Jul 2020.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $3.0M Management & general 8% · $274K

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

Who runs it and what they're paid

6 people listed on the 990; $35K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Gary Davis
Executive Di
$35,000Pt VII · Sec A
Dr Jeff Barke
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Jean Judge
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Semi Park’s $195K as Headmaster is at the 35th 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 · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2021FY2020
Semi Park$195,348$180,884$156,342——
Anthony Romo—$176,467———
Lisa Mote$109,336————
Gary Davis———$35,000$7,000

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 Orange County Classical Academy executive salaries →

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 in mind and character through a classical liberal arts curriculum.

Questions for Orange County Classical Academy

Tap to ask. Orange County Classical Academy sees how many people are interested.

Your first name shows with your question. Orange County Classical Academy answers here, for everyone.

1 program · $3.0M · in their own filed words · FY2020
01

Orange county classical academy will develop exceptional citizens who are keepers and defenders of the principles of our freedom, while also instilling intellectual and personal habits and skills upon which responsible, independent and productive lives are built.

$3.0Mprogram 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
Charles and Marie Robertson FoundationFY2024$125K
Total grants receivedfrom 1 funder$125K

By the numbers

Org confirmed 0 of 9 linesconfirmednot yet

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$3.6M
Ln 12
Gifts and grantsLn 1h$3.5M
Other incomeLn 4–11$75K
Investment incomeLn 3$280
Money outPt IX
$3.3M
Ln 25
Programscol B$3.0M
Managementcol C$274K
Owns and owesPt X
$230K
net assets · Ln 32
Cash and savingsLn 1–2$175K
Total assetsLn 16$1.1M
LiabilitiesLn 26$892K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.5M
Government grantsLn 1e$3.3M
Investment incomeLn 3$280
Other incomeLn 4–11$75K
Total revenueLn 12$3.6M
Assets in detailPt X, end of year
SavingsLn 2$175K
Cash and savings togetherLn 1–2$175K
Land, buildings, equipmentLn 10c$299K
Total assetsLn 16$1.1M
LiabilitiesLn 26$892K
Net assetsLn 32$230K
OperationsPt I, VI
EmployeesI 53
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$85K$175K
Land, buildings, equipmentLn 10c$299K
Total assetsLn 16$99K$1.1M
LiabilitiesLn 26$209K$892K
Net assetsLn 32−$110K$230K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$310K$210K$100K
Other salaries and wagesLn 7$1.3M$1.3M
Other employee benefitsLn 9$269K$251K$18K
Payroll taxesLn 10$32K$32K
Legal feesLn 11b$16K$16K
Accounting feesLn 11c$69K$69K
Other fees for servicesLn 11g$28K$28K
Advertising and promotionLn 12$31K$29K$2K
Office expensesLn 13$13K$12K$772
Information technologyLn 14$7K$6K$410
OccupancyLn 16$591K$555K$35K
Conferences, conventions and meetingsLn 19$17K$16K$1K
InterestLn 20$26K$25K$2K
InsuranceLn 23$20K$19K$1K
Other expenses (24a–d)Ln 24$444K$418K$27K
All other expensesLn 24e$50K$47K$3K
Total functional expensesLn 25$3.3M$3.0M$274K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.4M$11.6M$764K$4.6M 990 PDF
FY2024 $11.6M$8.9M$2.7M$3.8M 990 PDF
FY2023 $7.1M$7.0M$49K$1.1M 990 PDF
FY2022 $5.7M$4.9M$780K$1.0M 990 PDF
FY2021 Viewing $3.6M$3.3M$340K$230K 990 PDF
FY2020 $63K$173K−$110K−$110K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $3,612,762 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $63,203$3,537,607
I-9 Program service revenue$0
I-10 Investment incomePrior year $3$280
I-11 Other revenue$74,875
I-12 Total revenuePrior year $63,206$3,612,762
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $56,145$1,960,900
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $116,924$1,312,298
I-18 Total expensesPrior year $173,069$3,273,198
I-19 Revenue less expensesPrior year −$109,863$339,564
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,612,762 across 6 lines filed
VIII-1e Government grants$3,281,800
VIII-1f All other contributions, gifts and grants$255,807
VIII-1h Total contributions, gifts and grants$3,537,607
VIII-3 Investment incomeRelated to mission $280$280
VIII-8 Net income from fundraising events$74,875
VIII-12 Total revenueRelated to mission $280$3,612,762
Part IX · Statement of functional expenses $3,273,198 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $210,436 · Management $99,564$310,000
IX-7 Other salaries and wagesPrograms $1,349,403$1,349,403
IX-9 Other employee benefitsPrograms $251,036 · Management $18,090$269,126
IX-10 Payroll taxesPrograms $32,371$32,371
IX-11b Legal feesManagement $15,736$15,736
IX-11c Accounting feesManagement $68,793$68,793
IX-11g Other fees for servicesPrograms $28,375$28,375
IX-12 Advertising and promotionPrograms $29,398 · Management $1,876$31,274
IX-13 Office expensesPrograms $12,100 · Management $772$12,872
IX-14 Information technologyPrograms $6,431 · Management $410$6,841
IX-16 OccupancyPrograms $555,481 · Management $35,456$590,937
IX-19 Conferences, conventions and meetingsPrograms $15,691 · Management $1,002$16,693
IX-20 InterestPrograms $24,840 · Management $1,586$26,426
IX-23 InsurancePrograms $18,641 · Management $1,190$19,831
IX-24 Other expenses (24a–d)Programs $417,687 · Management $26,660$444,347
IX-24e All other expensesPrograms $47,162 · Management $3,011$50,173
IX-25 Total functional expensesPrograms $2,999,052 · Management $274,146 · Fundraising $0$3,273,198
Part X · Balance sheet $1,121,316 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $85,169$175,046
X-4 Accounts receivable$584,799
X-9 Prepaid expenses and deferred chargesStart of year $14,148$62,656
X-10c Land, buildings and equipment, net$298,815
X-16 Total assetsStart of year $99,317$1,121,316
X-17 Accounts payable and accrued expensesStart of year $9,181$211,616
X-24 Unsecured notes and loans payableStart of year $200,000$680,000
X-26 Total liabilitiesStart of year $209,181$891,616
X-27 Net assets without donor restrictionsStart of year −$109,864$229,700
X-32 Total net assets or fund balancesStart of year −$109,864$229,700
X-33 Total liabilities and net assetsStart of year $99,317$1,121,316
Part XI · Reconciliation of net assets $229,700 net assets at year end
XI-1 Total revenue$3,612,762
XI-2 Total expenses$3,273,198
XI-3 Revenue less expenses$339,564
XI-4 Net assets at start of year−$109,864
XI-10 Net assets at end of year$229,700

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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