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Nonprofiteer
← WESTLAKE CHARTER SCHOOL

Form 990 for tax year 2023

Filed by WESTLAKE CHARTER SCHOOL.

Totals

Total revenue
$18,951,173
Total expenses
$17,035,804
Contributions and grants received
$18,194,357
Grants paid
$0
Program service revenue
$282,645
Investment income
$432,990
Other revenue
$41,181
Total assets, end of year
$15,955,252
Total liabilities, end of year
$1,003,438
Net assets or fund balances, end of year
$14,951,814
Program services expenses (Part IX)
$13,375,067
Management and general expenses
$3,660,737
Fundraising expenses
$0
Program service expenses (Part III)
$13,375,067

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $17,829,667

  • 1f · All other contributions, gifts and grants

    $364,690

  • 2a · Program service revenue: BASE PROGRAM FEES

    total $282,645 · related or exempt $282,645

  • 3 · Investment income

    total $432,990 · excluded $432,990

  • 11a · Other revenue: SCHOOL EVENTS

    total $24,720 · related or exempt $24,720

  • 11b · Other revenue: OTHER REVENUE

    total $16,461 · excluded $16,461

  • 11e · Other revenue, total

    $41,181

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $732,851 · program services $549,642 · management and general $183,209

  • 7 · Other salaries and wages

    total $9,362,470 · program services $7,454,860 · management and general $1,907,610

  • 8 · Pension plan contributions

    total $1,710,728 · program services $1,349,534 · management and general $361,194

  • 9 · Other employee benefits

    total $1,146,448 · program services $919,448 · management and general $227,000

  • 10 · Payroll taxes

    total $313,828 · program services $251,062 · management and general $62,766

  • 11b · Fees: legal

    total $29,345 · program services $14,673 · management and general $14,672

  • 11c · Fees: accounting

    total $29,689 · program services $14,845 · management and general $14,844

  • 11g · Fees: other

    total $1,409,144 · program services $985,513 · management and general $423,631

  • 12 · Advertising and promotion

    total $17,008 · management and general $17,008

  • 13 · Office expenses

    total $62,693 · program services $39,943 · management and general $22,750

  • 14 · Information technology

    total $8,825 · program services $7,060 · management and general $1,765

  • 16 · Occupancy

    total $469,490 · program services $375,592 · management and general $93,898

  • 17 · Travel

    total $47,518 · program services $23,759 · management and general $23,759

  • 22 · Depreciation, depletion and amortization

    total $3,759 · program services $1,880 · management and general $1,879

  • 24a · Other expenses: INSTRUCTIONAL MATERIALS

    total $899,604 · program services $728,542 · management and general $171,062

  • 24b · Other expenses: DIRECT COSTS

    total $641,110 · program services $512,888 · management and general $128,222

  • 24c · Other expenses: FIELD TRIP

    total $141,388 · program services $141,388

  • 24d · Other expenses: DUES & MEMBERSHIPS

    total $6,835 · program services $1,367 · management and general $5,468

  • 24e · All other expenses

    total $3,071 · program services $3,071

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,000 · end of year $25,000

  • 2 · Savings and temporary cash investments

    beginning of year $12,085,285 · end of year $8,051,869

  • 4 · Accounts receivable

    beginning of year $1,623,685 · end of year $1,140,861

  • 10a · Land, buildings and equipment: cost or other basis

    $6,659,474

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,719

  • 10c · Land, buildings and equipment, net

    beginning of year $51,243 · end of year $6,650,755

  • 15 · Other assets

    beginning of year $599,570 · end of year $86,767

  • 17 · Accounts payable and accrued expenses

    beginning of year $995,493 · end of year $911,569

  • 25 · Other liabilities

    beginning of year $352,845 · end of year $91,869

  • 27 · Net assets without donor restrictions

    beginning of year $13,036,445 · end of year $14,951,814

Mission and programs · 2023

Mission

WESTLAKE CHARTER SCHOOL'S PRIMARY MISSION IS TO DEMONSTRATE WHAT IS POSSIBLE WHEN SCHOOL AND COMMUNITY COLLABORATE TO CREATE INSPIRING ADULTS WITH THE ACADEMIC AND SOCIAL-EMOTIONAL READINESS TO LEAD AS GLOBAL CITIZENS.

Activities or mission (Part I)

OPERATES AS A CALIFORNIA CHARTER SCHOOL.

  • A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. WESTLAKE CHARTER SCHOOL IS A K-12TH GRADE PUBLIC SCHOOL CREATED BY PARENTS AND EDUCATORS IN NATOMAS. WE OPENED OUR DOORS IN 2005 AND CONTINUE TO GROW SERVING MORE AND MORE STUDENTS EACH YEAR.

    Expenses $13,221,596 · Revenue $24,720

  • THE OPERATION OF BASE WHICH IS WESTLAKE CHARTER SCHOOL'S BEFORE AND AFTER SCHOOL ENRICHMENT PROGRAM THAT PROVIDES WORKING PARENTS AN OPPORTUNITY TO HAVE THEIR CHILDREN ARRIVE EARLY AND STAY LATER THAN SCHOOL HOURS.

    Expenses $153,471 · Revenue $282,645

As filed on the 2023 return.

Listed in Part VII

  • Meredith Galloway

    DIRECTOR

    Total calculated
    $116,700
    From this org
    $98,817
    From related orgs
    $0
    Other
    $17,883
    Hours/week
    4

  • Hope Gawlick

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Sian Burman

    VICE PRESIDENT / TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Josh Corell

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Nirali Patel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Amber Hustead

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Ann Veu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Amy Rice

    DIRECTOR

    Total calculated
    $93,169
    From this org
    $78,702
    From related orgs
    $0
    Other
    $14,467
    Hours/week
    4

  • Suzanne Marczak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • John Eick

    EXECUTIVE DIRECTOR

    Total calculated
    $234,626
    From this org
    $174,287
    From related orgs
    $0
    Other
    $60,339
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,287
    Bonus
    $0
    Other
    $0
    Deferred
    $36,489
    Nontaxable benefits
    $23,850
    Filer's total
    $234,626

  • Steve Korvink

    CBO

    Total calculated
    $235,660
    From this org
    $176,971
    From related orgs
    $0
    Other
    $58,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,971
    Bonus
    $0
    Other
    $0
    Deferred
    $43,487
    Nontaxable benefits
    $15,202
    Filer's total
    $235,660

  • Emily Battin

    PRINCIPAL

    Total calculated
    $185,941
    From this org
    $153,420
    From related orgs
    $0
    Other
    $32,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,420
    Bonus
    $0
    Other
    $0
    Deferred
    $27,431
    Nontaxable benefits
    $5,090
    Filer's total
    $185,941

  • Jenifer Callau

    DIRECTOR, CURRICULUM AND INSTRUCTION

    Total calculated
    $175,853
    From this org
    $146,830
    From related orgs
    $0
    Other
    $29,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,830
    Bonus
    $0
    Other
    $0
    Deferred
    $26,172
    Nontaxable benefits
    $2,851
    Filer's total
    $175,853

  • Kevin Simas

    DIRECTOR OF STUDENT SUPPORT

    Total calculated
    $164,995
    From this org
    $128,595
    From related orgs
    $0
    Other
    $36,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,595
    Bonus
    $0
    Other
    $0
    Deferred
    $24,547
    Nontaxable benefits
    $11,853
    Filer's total
    $164,995

  • Jessica Ghalambor

    PRINCIPAL

    Total calculated
    $140,835
    From this org
    $109,181
    From related orgs
    $0
    Other
    $31,654
    Hours/week
    40

  • Lila McIver

    PRINCIPAL

    Total calculated
    $140,894
    From this org
    $116,873
    From related orgs
    $0
    Other
    $24,021
    Hours/week
    40

  • Katie Davis

    FORMER DIRECTOR

    Total calculated
    $110,902
    From this org
    $94,209
    From related orgs
    $0
    Other
    $16,693
    Hours/week
    4

    Schedule J breakdown matched by us

    Base
    $94,209
    Bonus
    $0
    Other
    $0
    Deferred
    $9,676
    Nontaxable benefits
    $7,017
    Filer's total
    $110,902

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION AND BENEFITS OF A PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, OR A COMPENSATION COMMITTEE ESTABLISHED BY THE BOARD OF DIRECTORS OR EXECUTIVE DIRECTOR, PROVIDED THAT PERSONS WITH FINANCIAL CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
24 March 2025
IRS schema version
2023v6.0
Source object
202540849349300134

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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