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Novato Charter School

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Primary, Elementary Schools (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$3.49M (2023)

Expenses
$3.28M (2023)

Total Assets
$2M (2023)

Total Liabilities
$463k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,485,695
Expenses
$3,282,064
Net Income
$203,631
Net Assets
$1,540,707
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,473,618
99.7%
Program Services $0
Investment Income $11,399
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $678
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $126,980
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,733,821
52.8%
Assets/Debt
Total Assets $2,003,671
Total Liabilities $462,964
Net Assets $1,540,707
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $99,568 $0 $28,741
Craig Allender (Chair/President) $0 $0 $0
Lia Heath (Chief Financial Officer) $0 $0 $0
Robin J Lee (Secretary) $0 $0 $0
Chris Shortal (Board Trustee) $0 $0 $0
Michael Hale (Board Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,205,955
Expenses
$2,915,263
Net Income
$290,692
Net Assets
$1,337,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,200,221
99.8%
Program Services $0
Investment Income $334
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,400
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $164,217
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,569,390
53.8%
Assets/Debt
Total Assets $1,738,983
Total Liabilities $401,907
Net Assets $1,337,076
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $119,134 $0 $31,054
Craig Allender (Chairperson) $0 $0 $0
Lia Heath (Chief Financial Officer) $0 $0 $0
Bridgette Corridan (Secretary) $0 $0 $0
Erik Berkowitz (Trustee) $0 $0 $0
Dani Harmon (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,809,404
Expenses
$2,586,636
Net Income
$222,768
Net Assets
$1,046,384
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,804,147
99.8%
Program Services $0
Investment Income $4,435
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $822
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $156,016
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,492,680
57.7%
Assets/Debt
Total Assets $1,617,117
Total Liabilities $570,733
Net Assets $1,046,384
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $111,573 $0 $29,698
Alexandria Quam (Chairperson) $0 $0 $0
Craig Allender (Chief Financial Officer) $0 $0 $0
Lia Heath (Secretary) $0 $0 $0
Bridgette Corridan (Trustee) $0 $0 $0
Erik Berkowitz (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,534,750
Expenses
$2,512,110
Net Income
$22,640
Net Assets
$823,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,511,370
99.1%
Program Services $0
Investment Income $10,987
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,410
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,983
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $156,404
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,239,521
49.3%
Assets/Debt
Total Assets $1,684,224
Total Liabilities $860,608
Net Assets $823,616
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $113,302 $0 $9,588
Alexandria Quam (Chairperson) $0 $0 $0
Erik Berkowitz (Tresurer) $0 $0 $0
Craig Allender (Secretary) $0 $0 $0
Bridgette Corridan (Trustee) $0 $0 $0
Lia Heath (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,560,325
Expenses
$2,477,320
Net Income
$83,005
Net Assets
$800,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,542,605
99.3%
Program Services $0
Investment Income $7,681
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,039
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $150,021
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,244,515
50.2%
Assets/Debt
Total Assets $1,218,369
Total Liabilities $417,393
Net Assets $800,976
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $118,939 $0 $27,443
Nicol Brescia (Chairman) $0 $0 $0
Erik Berkowitz (Cfo) $0 $0 $0
Ali Quam (Secretary) $0 $0 $0
Craig Allender (Trustee) $0 $0 $0
Lia Heath (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,422,910
Expenses
$2,445,101
Net Income
-$22,191
Net Assets
$717,971
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,413,272
99.6%
Program Services $0
Investment Income $3,185
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,453
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $144,937
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,241,586
50.8%
Assets/Debt
Total Assets $1,174,337
Total Liabilities $456,366
Net Assets $717,971
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $114,635 $0 $24,820
Nicol Brescia (Chairman) $0 $0 $0
Erik Berkowitz (Treasurer) $0 $0 $0
Ali Quam (Secretary) $0 $0 $0
Amy Galusha (Trustee) $0 $0 $0
Jon Abele (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,501,928
Expenses
$2,328,608
Net Income
$173,320
Net Assets
$740,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,493,336
99.7%
Program Services $0
Investment Income $1,646
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,946
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $125,215
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,221,696
52.5%
Assets/Debt
Total Assets $1,077,751
Total Liabilities $337,589
Net Assets $740,162
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $110,688 $0 $10,000
Nicol Brescia (Trustee) $0 $0 $0
Amy Galusha (Secretary) $0 $0 $0
Dean Bullock (Chairman) $0 $0 $0
Erik Berkowitz (Trustee) $0 $0 $0
Jon Abele (Cfo) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,561,035
Expenses
$2,615,606
Net Income
-$54,571
Net Assets
$566,842
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,521,891
98.5%
Program Services $0
Investment Income $675
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $38,469
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $116,764
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,257,092
48.1%
Assets/Debt
Total Assets $985,905
Total Liabilities $419,063
Net Assets $566,842
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $110,877 $0 $9,250
Mark Grabovac (Trustee) $0 $0 $0
Amy Galusha (Secretary) $0 $0 $0
Carole Hanson (Chairman) $0 $0 $0
Dean Bullock (Trustee) $0 $0 $0
Jon Abele (Cfo) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,141,146
Expenses
$2,168,815
Net Income
-$27,669
Net Assets
$621,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,114,012
98.7%
Program Services $0
Investment Income $449
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $26,685
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $116,764
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,118,905
51.6%
Assets/Debt
Total Assets $1,261,420
Total Liabilities $640,007
Net Assets $621,413
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $107,514 $0 $9,250
Mark Grabovac (Trustee) $0 $0 $0
Amy Galusha (Secretary) $0 $0 $0
Carole Hanson (Chairman) $0 $0 $0
Dean Bullock (Trustee) $0 $0 $0
Jon Abele (Cfo) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,060,302
Expenses
$2,142,477
Net Income
-$82,175
Net Assets
$649,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,047,228
99.4%
Program Services $0
Investment Income $240
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,834
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $102,400
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,175,621
54.9%
Assets/Debt
Total Assets $1,256,426
Total Liabilities $607,344
Net Assets $649,082
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Lloyd (Director) $92,600 $0 $7,200
Mark Grabovac (Secretary) $0 $0 $0
Amy Galusha (Trustee) $0 $0 $0
Carole Hanson (Trustee) $0 $0 $0
Dean Bullock (Chairman) $0 $0 $0
John Abele (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,854,886
Expenses
$1,784,474
Net Income
$70,412
Net Assets
$731,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,847,070
99.6%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,816
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $117,092
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,006,072
56.4%
Assets/Debt
Total Assets $1,427,424
Total Liabilities $696,167
Net Assets $731,257

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,854,328
Expenses
$1,842,010
Net Income
$12,318
Net Assets
$660,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,848,236
99.7%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,092
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,200
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,014,870
55.1%
Assets/Debt
Total Assets $1,307,447
Total Liabilities $646,602
Net Assets $660,845

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,876,929
Expenses
$1,715,961
Net Income
$160,968
Net Assets
$648,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,875,211
99.9%
Program Services $0
Investment Income $878
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $840
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $208,859
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $854,363
49.8%
Assets/Debt
Total Assets $1,348,670
Total Liabilities $700,143
Net Assets $648,527

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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