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Nonprofit · EIN 68-0452992

NATOMAS CHARTER SCHOOL

Tax-exempt · SACRAMENTO, CA 95826

Financials

$31.1M$24.7M2023$28.3M$25.7M2024
Revenue Expenses · by fiscal year end
Financials of NATOMAS CHARTER SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$28,313,429$25,679,711$2,633,718$49,248,098$4,128,983$45,119,115
June 30, 2024990$31,084,024$24,715,137$6,368,887$45,137,863$2,652,466$42,485,397
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$26,542,692
of which government grants
$26,169,024
Program service revenue
$555,888
Investment income
$1,057,918
Net rental income
$1,410
Other revenue
$156,931

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$436,574
Other salaries and wages
$13,860,257
Salaries, compensation and benefits (total)
$20,199,606
Professional fundraising fees
$0
Legal fees
$24,578
Accounting fees
$45,906
Occupancy
$621,160
Travel
$80,761
Depreciation
$816,327
Program services (functional)
$21,603,933
Management and general (functional)
$4,075,778

Balance sheet and other

Total assets, start of year
$45,137,863
Total assets, end of year
$49,248,098
Total liabilities, end of year
$4,128,983
Net assets, end of year
$45,119,115
Land, buildings and equipment
$18,572,899
Net assets without donor restrictions
$45,119,115
Gross receipts
$28,313,429
Employees
292
Volunteers
284
Year formed
2003
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.

NameTitleHours / weekCompensationOther / benefits
JOE WOODEXECUTIVE DIRECTOR
Officer
40$198,822$61,137
ANITA SCHWABFINANCE & BUDGET DIRECTOR, CFO
Officer
40$151,864$49,336
PETRA LUHRSENSTUDENT SERVICE DIRECTOR
Highest-paid employee
40$125,506$59,885
LAURA BARIELDIRECTOR OF TEACHING & LEA
Highest-paid employee
40$145,911$22,154
AMY KAHLERSPED DIRECTOR
Highest-paid employee
40$137,252$22,455
DIANA WILLSONSTAR ACADEMY PRINCIPAL
Highest-paid employee
40$116,095$17,110
VASILY LOKTEFFLEADING EDGE ACADEMY PRINC
Highest-paid employee
40$111,403$14,551
JENNIFER MORGANCHAIR
Trustee or director, Officer
2$0$0
MARIA MEJORADOSECRETARY
Trustee or director, Officer
2$0$0
DOUG GAFFNEYDIRECTOR
Trustee or director
2$0$0
JUSTIN GARRETTDIRECTOR
Trustee or director
40$0$0
NITA KHUSHALDIRECTOR
Trustee or director
2$0$0
SEAN KINGDIRECTOR
Trustee or director
2$0$0
GINA LEIGHDIRECTOR
Trustee or director
2$0$0
ARSENIO MATAKADIRECTOR
Trustee or director
2$0$0
1 more people on this return
NameTitleHours / weekCompensation
PRITI MERCHANTDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensationOther / benefits
JOE WOODEXECUTIVE DIRECTOR
Officer
40$200,000$25,769
ANITA SCHWABFINANCE/BUDGET DIRECTOR
Officer
40$153,713$30,365
PETRA LUHRSENSTUDENT SERVICES DIRECTOR
Highest-paid employee
40$141,629$26,258
LAURA BARIELDIRECTOR OF TEACHING & LEARNING
Highest-paid employee
40$145,911$11,770
AMY KAHLERSPED DIRECTOR
Highest-paid employee
40$137,253$11,163
DIANA WILLSONSTAR ACADEMY PRINCIPAL
Highest-paid employee
40$116,095$7,777
VASILY LOKTEFFLEADING EDGE ACADEMY PRINCIPAL
Highest-paid employee
40$111,403$5,305
JENNIFER MORGANPRESIDENT
Trustee or director, Officer
2$0$0
MARIA MEJORADOSECRETARY
Trustee or director, Officer
2$0$0
DOUG GAFFNEYDIRECTOR
Trustee or director
2$0$0
NITA KHUSHALDIRECTOR
Trustee or director
2$0$0
SEAN KINGDIRECTOR
Trustee or director
2$0$0
GINA LEIGHDIRECTOR
Trustee or director
2$0$0
PRITI MERCHANTDIRECTOR
Trustee or director
2$0$0
MALORIE RYIADIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
PO BOX 269003, SACRAMENTO, CA 95826-9003
In care of
% COUNTY SUPT OF SCHOOLS
Principal officer (990 for 2024)
JOE WOOD, 2920 ADVANTAGE WAY, SACRAMENTO, CA 95834
Signed the 990
JOE WOOD, EXECUTIVE DIRECTOR
Phone
(916) 928-5353
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

PROVIDING INSTRUCTION FOR STUDENTS TK-12 THAT IS PURPOSEFUL, RELEVENT, AND ENGAGING IN A CARING AND NURTURING CAMPUS CULTURE WHERE EDUCATORS, STUDENTS, AND FAMILIES PARTNER FOR SUCCESS OF ALL CHILDREN.

990 for the year ended June 30, 2025

Program accomplishments

  • A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO DEVELOP UNIQUE INTERESTS, UNCOVER HIDDEN TALENTS, EXPERIENCE SATISFACTION AND ACCOMPLISHMENTS, GAIN A SENSE OF RESPONSIBILITY, AND PURSUE EDUCATION AS A WAY OF LIFE THROUGH EDUCATIONAL PROGRAMS TAILORED TO THEIR OWN SPECIFIC NEEDS. FOR THE YEAR ENDING JUNE 30, 2025 NATOMAS SERVED APPROXIMATELY 1,849 STUDENTS IN GRADES TK-12, IN THREE INNOVATIVE ACADEMIES OVER 180 DAYS.
    Expenses $21,603,933 · revenue $561,568

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
68-0452992
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
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$49,248,098
Income (IRS master file)
$28,313,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$26,570,615$23,060,019$39,245,323IRS
990June 2022$22,752,506$21,072,070$36,778,217IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about NATOMAS CHARTER SCHOOL

What is the EIN of NATOMAS CHARTER SCHOOL?
The employer identification number (EIN) of NATOMAS CHARTER SCHOOL is 68-0452992.
Is NATOMAS CHARTER SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to NATOMAS CHARTER SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NATOMAS CHARTER SCHOOL 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 NATOMAS CHARTER SCHOOL 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 NATOMAS CHARTER SCHOOL 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 NATOMAS CHARTER SCHOOL?
The 990 for the year ended June 30, 2025 names JOE WOOD.
Who are the officers and directors of NATOMAS CHARTER SCHOOL?
The 990 for the year ended June 30, 2025 lists 16 people; 7 received compensation from the organization, the highest $198,822 (JOE WOOD, EXECUTIVE DIRECTOR).
How much revenue does NATOMAS CHARTER SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $28,313,429, expenses of $25,679,711 and total assets of $49,248,098 at year end.

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