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Bailey Charter Elementary 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 / Elementary, Secondary Education, K - 12 (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
$2.22M (2023)

Expenses
$2.38M (2023)

Total Assets
$4.93M (2023)

Total Liabilities
$3.47M (2023)

Source: Form 990 tax filings from 2014 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
$2,222,154
Expenses
$2,384,783
Net Income
-$162,629
Net Assets
$1,461,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $669,177
30.1%
Program Services $1,552,457
69.9%
Investment Income $520
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,246,493
52.3%
Assets/Debt
Total Assets $4,929,058
Total Liabilities $3,467,722
Net Assets $1,461,336
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kelly Wales (Principal) $134,433 $0 $49,436
Todd Wilson (Chairperson) $0 $0 $0
John Napoleon (Director) $0 $0 $0
Joan Bohmann (Director) $0 $0 $0
Lilli Barajas (Director) $0 $0 $0
Steve Voss (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,629,274
Expenses
$1,704,922
Net Income
$924,352
Net Assets
$1,623,964
Notable Sources of Revenue Percent of Total Revenue
Contributions $440,960
16.8%
Program Services $2,187,806
83.2%
Investment Income $508
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,088,347
63.8%
Assets/Debt
Total Assets $5,292,625
Total Liabilities $3,668,661
Net Assets $1,623,964
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Michelle Engebretson (School Administrator) $131,254 $0 $53,978
Gregory Erny (Secretary/Treasurer) $0 $0 $0
Todd Wilson (Chairperson) $0 $0 $0
Charles Mcgee (Vice Chairperson) $0 $0 $0
Kelly Nott (Director) $0 $0 $0
Dane Nott (Director) $0 $0 $0
Jose Chinas Vivianco (Director) $0 $0 $0
Karen Mcgee (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,901,761
Expenses
$1,969,581
Net Income
$932,180
Net Assets
$699,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $863,770
29.8%
Program Services $2,037,734
70.2%
Investment Income $257
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $902,282
45.8%
Assets/Debt
Total Assets $4,395,398
Total Liabilities $3,695,787
Net Assets $699,611
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Michelle Engebretson (Administrator) $126,568 $0 $55,182
Gregory Erny (Chairman) $0 $0 $0
Todd Wilson (Treasurer) $0 $0 $0
Kelly Nott (Secretary) $0 $0 $0
Charles Mcgee (Director) $0 $0 $0
Dane Nott (Director) $0 $0 $0
Jose Chinas Vivianco (Director) $0 $0 $0
Karen Mcgee (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,557,039
Expenses
$2,300,911
Net Income
$256,128
Net Assets
-$232,569
Notable Sources of Revenue Percent of Total Revenue
Contributions $497,861
19.5%
Program Services $2,059,008
80.5%
Investment Income $170
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,211,227
52.6%
Assets/Debt
Total Assets $3,860,321
Total Liabilities $4,092,890
Net Assets -$232,569
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Michelle Engebretson (Administrator) $134,197 $0 $47,406
Gregory Erny (Chairman) $0 $0 $0
Todd Wilson (Treasurer) $0 $0 $0
Kelly Nott (Secretary) $0 $0 $0
Charles Mcgee (Director) $0 $0 $0
Dane Nott (Director) $0 $0 $0
Jose Chinas Vivianco (Director) $0 $0 $0
Karen Mcgee (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,473,430
Expenses
$2,208,682
Net Income
$264,748
Net Assets
-$342,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $485,620
19.6%
Program Services $1,987,665
80.4%
Investment Income $145
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,267,839
57.4%
Assets/Debt
Total Assets $4,051,124
Total Liabilities $4,393,531
Net Assets -$342,407
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Michelle Engebretson (Administator/Principal) $129,256 $0 $46,501
Gregory Erny (President) $0 $0 $0
Marianne Nott (Secretary) $0 $0 $0
Todd Wilson (Treasurer) $0 $0 $0
Jose Chinas Vivianco (Director) $0 $0 $0
Dane Nott (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,480,391
Expenses
$2,482,704
Net Income
-$2,313
Net Assets
-$607,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $610,538
24.6%
Program Services $1,869,577
75.4%
Investment Income $276
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $155,401
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,246,735
50.2%
Assets/Debt
Total Assets $4,032,404
Total Liabilities $4,639,559
Net Assets -$607,155
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Michelle Engebretson (Administrator/Principal) $113,587 $0 $41,814
Jeff Bozzo (President) $0 $0 $0
Tami Funk (Secretary) $0 $0 $0
Roger J Thran (Treasurer) $0 $0 $0
Gregory L Erny (Director) $0 $0 $0
Jose Chinas Vivianco (Director) $0 $0 $0
Marianne Nott (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,725,481
Expenses
$2,531,353
Net Income
$194,128
Net Assets
-$412,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $831,381
30.5%
Program Services $1,893,695
69.5%
Investment Income $405
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $157,642
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,257,701
49.7%
Assets/Debt
Total Assets $4,479,158
Total Liabilities $4,891,622
Net Assets -$412,464
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jeff Bozzo (Treasurer) $0 $0 $0
Tami Funk (Secretary) $0 $0 $0
Roger J Thran (Director) $0 $0 $0
Gregory L Erny (President) $0 $0 $0
Jose Chinas Vivianco (Director) $0 $0 $0
Michelle Engebretson (Administrator/Principal) $0 $111,291 $44,059

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,623,785
Expenses
$2,284,318
Net Income
$339,467
Net Assets
-$606,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $753,838
28.7%
Program Services $1,869,502
71.3%
Investment Income $445
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $151,653
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,746,782
Total Liabilities $4,353,374
Net Assets -$606,592

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,185,011
Expenses
$1,953,048
Net Income
$231,963
Net Assets
-$946,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $365,016
16.7%
Program Services $1,819,637
83.3%
Investment Income $358
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $134,139
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $988,421
50.6%
Assets/Debt
Total Assets $957,798
Total Liabilities $1,903,857
Net Assets -$946,059

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

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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