Nonprofit · EIN 26-0817715
SOAR CHARTER ACADEMY
Tax-exempt · SN BERNRDNO, CA 92408
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,232,198 | $8,834,486 | $1,397,712 | $4,921,467 | $1,073,721 | $3,847,746 |
| June 30, 2024 | 990 | $8,950,588 | $9,212,152 | -$261,564 | $4,007,738 | $1,557,704 | $2,450,034 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,161,163
- of which government grants
- $10,128,921
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $31,679
- Other revenue
- $71,035
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $327,563
- Other salaries and wages
- $4,020,572
- Salaries, compensation and benefits (total)
- $6,287,028
- Professional fundraising fees
- $0
- Legal fees
- $103,861
- Accounting fees
- $90,518
- Occupancy
- $476,445
- Travel
- $3,137
- Depreciation
- $51,903
- Program services (functional)
- $8,148,450
- Management and general (functional)
- $686,036
Balance sheet and other
- Total assets, start of year
- $4,007,738
- Total assets, end of year
- $4,921,467
- Total liabilities, end of year
- $1,073,721
- Net assets, end of year
- $3,847,746
- Land, buildings and equipment
- $216,543
- Net assets without donor restrictions
- $3,847,746
- Gross receipts
- $10,240,840
- Employees
- 98
- Volunteers
- 10
- Year formed
- 2007
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRISHA LANCASTER | EXECUTIVE DIRECTOR Officer | 40 | $165,242 | $44,703 |
| KRISTIN HADDEN | DIRECTOR OF FINANCE Officer | 40 | $152,398 | $42,250 |
| TAMARA MARTINEZ | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $140,845 | $40,043 |
| CYNTHIA NUNEZ | DIRECTOR OF PARENT ENGAGEMENT Highest-paid employee | 40 | $142,312 | $31,507 |
| SANDRA RINCON | TEACHER Highest-paid employee | 40 | $103,429 | $31,254 |
| LISA PAEZ | TEACHER Highest-paid employee | 40 | $105,281 | $21,031 |
| JOANNA COX | TEACHER Highest-paid employee | 40 | $102,709 | $23,402 |
| NICOLE BAIRD | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAKIRA WILLIAMS | MEMBER Trustee or director | 2 | $0 | $0 |
| LISA GUZMAN | MEMBER Trustee or director | 2 | $0 | $0 |
| JEMIA WILSON | MEMBER Trustee or director | 2 | $0 | $0 |
| ILEANA ARROYO | MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRISHA LANCASTER | EXECUTIVE DIRECTOR Officer | 40 | $156,980 | $16,000 |
| KRISTIN HADDEN | DIRECTOR OF FINANCE Officer | 40 | $143,951 | $0 |
| SUSAN DRYDEN | DIRECTOR OF INSTRUCTION AN Highest-paid employee | 40 | $136,348 | $0 |
| CYNTHIA NUNEZ | DIRECTOR OF PARENT ENGAGEM Highest-paid employee | 40 | $135,091 | $0 |
| TAMARA MARTINEZ | DIRECTOR OF HUMAN RESOURCE Highest-paid employee | 40 | $133,741 | $0 |
| DAKIRA WILLIAMS | MEMBER Trustee or director | 2 | $0 | $0 |
| JEMIA WILSON | MEMBER Trustee or director | 2 | $0 | $0 |
| JASON VALENZUELA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NICOLE BAIRD | MEMBER Trustee or director | 2 | $0 | $0 |
| LISA GUZMAN | MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 198 W MILL ST, SN BERNRDNO, CA 92408-1402
- In care of
- % KRISTIN KRAUS
- Principal officer (990 for 2024)
- KRISTIN HADDEN, 198 WEST MILL ST, SAN BERNARDINO, CA 924081402
- Signed the 990
- KRISTIN HADDEN, DIRECTOR OF FINANCE
- Phone
- (909) 888-3300
- Website
- WWW.SOARCHARTERACADEMY.ORG
- Return prepared by
- CHRISTY WHITE ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 26-0817715 or by the name SOAR CHARTER ACADEMY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO EQUIP STUDENTS TO BECOME INDEPENDENT CRITICAL THINKERS. OUR PROGRAM WILL INSTILL THE VALUES OF MAKING A POSITIVE IMPACT BY SERVING OUR COMMUNITY. OUR EMPHASIS ON THE WHOLE CHILD WILL PRODUCE LEADERS THAT NOT ONLY EXCEL BEYOND THE STATE'S ACADEMIC STANDARDS BUT ALSO BECOME WELL-ROUNDED, CREATIVE, LIFE-LONG LEARNERS WHO WILL BE PREPARED TO MAKE A DIFFERENCE IN THE 21ST CENTURY.
Program accomplishments
- OPERATION OF A PUBLIC CHARTER SCHOOL - ADD ADDITIONAL TEXT FROM WEBSITE OR CHARTER PETITIONExpenses $8,148,450
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0817715
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $4,921,467
- Income (IRS master file)
- $10,240,840
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,232,198 | $8,834,486 | $4,921,467 | XML |
| 990 | June 2024 | $8,950,588 | $9,212,152 | $4,007,738 | IRS |
| 990 | June 2023 | $8,120,468 | $8,123,947 | $5,386,572 | IRS |
| 990 | June 2022 | $6,626,934 | $6,602,791 | $4,375,075 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0817715).
Questions about SOAR CHARTER ACADEMY
- What is the EIN of SOAR CHARTER ACADEMY?
- The employer identification number (EIN) of SOAR CHARTER ACADEMY is 26-0817715.
- Is SOAR CHARTER ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SOAR CHARTER ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOAR CHARTER ACADEMY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOAR CHARTER ACADEMY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOAR CHARTER ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOAR CHARTER ACADEMY?
- The 990 for the year ended June 30, 2025 names KRISTIN HADDEN.
- Who are the officers and directors of SOAR CHARTER ACADEMY?
- The 990 for the year ended June 30, 2025 lists 12 people; 7 received compensation from the organization, the highest $165,242 (TRISHA LANCASTER, EXECUTIVE DIRECTOR).
- How much revenue does SOAR CHARTER ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,232,198, expenses of $8,834,486 and total assets of $4,921,467 at year end.
Other nonprofits in SN BERNRDNO
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- PROVISIONAL EDUCATIONAL SERVICES INCORPORATED EIN 33-0096289 · last filed 990 for 2025
- ASA CHARTER SCHOOL EIN 56-2490312 · last filed 990 for 2025
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- SAVANT PREPARATORY ACADEMY INC EIN 82-1193065 · last filed 990 for 2025
- YOUNG VISIONARIES YOUTH LEADERSHIP ACADEMY EIN 26-0018141 · last filed 990 for 2025
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