Southgate Academy Inc

Address
7842 E Wrightstown Rd
Tucson, AZ 85715
Contact
Website: http://www.southgateaz.org
Phone: +1 (520) 741-7900
Nonprofit
NTEE: B29 - Education
EIN: 47-0898555

Mission

Southgate Academy's mission is to successfully promote a higher standard of education, establish a safe environment for learning and social development, and enable students to become life-long responsible citizens.
 20172016201520142013
Basic features of the organization
Year of formation2002
Subsection code03
PF filing required0    
Metropolitan statistical area8520
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$298,948.00$298,948.00$377,495.00$347,699.00$400,782.00
Sum of reportable (W2/1099) compensation$289,308.00$294,283.00$323,771.00$373,828.00$373,650.00
Number of employees120120126126149
Number of people compensated >$100k00 00
Number of volunteers00000
Number of highly compensated contractors0    
Personnel
Borboa, Naomi
TitleDistrict Budget FacilitatorDistrict Budget FacilitatorDistrict Budget FacilitatorDistrict Budget FacilitatorDistrict Budget Facilitator
Name of key/compensated personNaomi BorboaNaomi BorboaNaomi BorboaNaomi BorboaNaomi Borboa
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4040404040
Reportable compensation from org$50,475.00$51,975.00$50,475.00$50,475.00$50,500.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs00000
Calmelat, Sylvia
TitleSuperintendentSuperintendentSuperintendentSuperintendentSuperintendent
Name of key/compensated personSylvia CalmelatSylvia CalmelatSylvia CalmelatSylvia CalmelatSylvia Calmelat
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org4040404040
Reportable compensation from org$80,475.00$86,575.00$84,171.00$84,171.00$80,500.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs00000
Ezrre, Rebecca
TitleStudent SupportStudent Support   
Name of key/compensated personRebecca EzrreRebecca Ezrre   
Position of compensated person
Average hours per week working for org4040   
Reportable compensation from org$37,883.00$36,783.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs00   
Gilven, Frank
Title  District Academic Data/Athletic FacilitatorDistrict Academic Data/Athletic FacilitatorDistrict Academic Data/Athletic Facilitator
Name of key/compensated person  Frank GilvenFrank GilvenFrank Gilven
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  404040
Reportable compensation from org  $52,925.00$52,925.00$50,450.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  000
Matyjasik, Sherry
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personSherry MatyjasikSherry MatyjasikSherry MatyjasikSherry MatyjasikSherry Matyjasik
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org4040404040
Reportable compensation from org$70,000.00$68,475.00$85,475.00$85,475.00$91,000.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs00000
McCraley, Delia
Title   Elementary/SPED FacilitatorElementary/SPED Facilitator
Name of key/compensated person   Delia McCraleyDelia McCraley
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   4040
Reportable compensation from org   $50,057.00$50,450.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   00
Peters, Luis
TitleHigh School History InstructorHigh School History InstructorHigh School History InstructorHigh School History InstructorHigh School History Instructor
Name of key/compensated personLuis PetersLuis PetersLuis PetersLuis PetersLuis Peters
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4040404040
Reportable compensation from org$50,475.00$50,475.00$50,725.00$50,725.00$50,750.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs00000
Purpose: mission, activities, & accomplishments
Mission or significant activitiesSouthgate Academy's mission is to successfully promote a higher standard of education, establish a safe environment for learning and social development, and enable students to become life-long responsible citizens.Southgate Academy's mission is to successfully promote a higher standard of education, establish a safe environment for learning and social development, and enable students to become life-long responsible citizens.Southgate Academy's mission is to successfully promote a higher standard of education, establish a safe environment for learning and social development, and enable students to become life-long responsible citizens.Southgate Academy's mission is to successfully promote a higher standard of education, establish a safe environment for learning and social development, and enable students to become life-long responsible citizens.Southgate Academy's mission is to successfully promote a higher standard of education, establish a safe environment for learning and social development, and enable students to become life-long responsible citizens.
Program service expenses, total$4,176,593.00$3,611,370.00$3,538,560.00$3,550,084.00$3,376,996.00
Programs, including revenue & expenses
Southgate Academy Inc. is an Arizona public charter school that serves approximately 600 students K-12. Southgate Academy's MACILO (Making A Change In Lives Of Students) students participate in a variety of activities to enhance the learning experience. Southgate has also sponsored a Halloween and Winter Dance for High School students as well as a Prom.
Program expenses$4,176,593.00$3,611,370.00$3,538,560.00$3,550,084.00$3,376,996.00
Grants and allocations made$0.00$0.00$0.00$0.00$0.00
Program revenue$5,939,090.00$5,814,372.00$6,405,440.00$3,958,920.00$9,189,807.00
Program descriptionSouthgate Academy Inc. is an Arizona public charter school that serves approximately 600 students K-12. Southgate Academy's MACILO (Making A Change In Lives Of Students) students participate in a variety of activities to enhance the learning experience. Southgate has also sponsored a Halloween and Winter Dance for High School students as well as a Prom.Southgate Academy Inc. is an Arizona public charter school that serves approximately 600 students K-12. Southgate Academy's MACILO (Making A Change In Lives Of Students) students participate in a variety of activities to enhance the learning experience. Southgate has also sponsored a Halloween and Winter Dance for High School students as well as a Prom.Southgate Academy Inc. is an Arizona public charter school that serves approximately 600 students K-12. Southgate Academy's MACILO (Making A Change In Lives Of Students) students participate in a variety of activities to enhance the learning experience. Southgate has also sponsored a Halloween and Winter Dance for High School students as well as a Prom.Southgate Academy Inc. is an Arizona public charter school that serves approximately 600 students K-12. Southgate Academy's MACILO (Making A Change In Lives Of Students) students participate in a variety of activities to enhance the learning experience. Southgate has also sponsored a Halloween and Winter Dance for High School students as well as a Prom.Southgate Academy Inc. is an Arizona public charter school that serves approximately 600 students K-12. Southgate Academy's MACILO (Making A Change In Lives Of Students) students participate in a variety of activities to enhance the learning experience. Southgate has also sponsored a Halloween and Winter Dance for High School students as well as a Prom.
Financial data
Revenue
Total revenue$5,939,090.00$5,814,372.00$6,405,440.00$3,958,920.00$9,189,807.00
Revenue from contributions (total)$1,005,090.00$993,845.00$516,348.00$265,454.00$694,562.00
Revenue from noncash contributions$0.00$0.00$0.00$0.00$0.00
Investment income, current yr$0.00$0.00$0.00$0.00$0.00
Total revenue from grants, etc., current yr$1,005,090.00$993,845.00$516,348.00$265,454.00$694,562.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$29,873.00$1,692,924.00$28,599.00$5,003,157.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$4,934,000.00$4,790,654.00$4,196,168.00$3,664,867.00$3,492,088.00
Gross receipts$5,939,090.00$5,814,372.00$6,405,440.00$3,958,920.00$9,189,807.00
Sources of contributions
Revenue from federated campaigns$0.00$0.00$0.00$0.00$0.00
Contributions revenue from membership dues$0.00$0.00$0.00$0.00$0.00
Revenue from fundraising events$0.00$0.00$0.00$0.00$0.00
Contributions from related organizations$0.00$0.00$0.00$0.00$0.00
Revenue from gov't grants$1,005,090.00$993,845.00$516,348.00$265,454.00$694,562.00
Revenue from all other contributions$0.00$0.00$0.00$0.00$0.00
Other types of revenue
Miscellaneous revenue (total)$0.00$29,873.00$1,692,924.00$28,599.00$5,003,157.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$6,238,161.00$5,348,595.00$5,149,782.00$5,384,808.00$5,410,380.00
Total functional expenses: program service $4,176,593.00$3,611,370.00$3,538,560.00$3,550,084.00$3,376,996.00
Total functional expenses: management and general$2,061,568.00$1,737,225.00$1,611,222.00$1,834,724.00$2,033,384.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)$0.00 $0.00$0.00$0.00
Legal fees (total)$72,000.00$72,063.00$19,992.00$34,470.00$134,849.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$45,000.00$41,499.00$37,603.00$64,835.00$8,023.00
Investment management fees (total)$0.00 $0.00$0.00$0.00
Assets and liabilities
Total assets$22,817,793.00$20,818,337.00$20,298,014.00$19,302,549.00$19,081,019.00
Total assets, beginning of year$20,818,337.00$20,298,014.00$19,302,549.00$19,081,019.00$16,745,580.00
Total liabilities$16,245,295.00$13,946,768.00$13,892,222.00$14,152,415.00$12,504,997.00
Total liabilities, beginning of year$13,946,768.00$13,892,222.00$14,152,415.00$12,504,997.00$13,948,985.00
Pledges & accounts receivable, net$44,452.00$186,632.00   
Unrestricted net assets, end of yr$6,572,498.00$6,871,569.00$6,405,792.00$5,150,134.00$6,576,022.00
Temporarily restricted net assets$0.00$0.00$0.00$0.00$0.00
Permanently restricted net assets, end of yr$0.00$0.00$0.00$0.00$0.00
Net assets$6,572,498.00$6,871,569.00$6,405,792.00$5,150,134.00$6,576,022.00
Net assets, beginning of year$6,871,569.00$6,405,792.00$5,150,134.00$6,576,022.00$2,796,595.00
Bond liabilities$0.00$9,544,167.00$9,744,167.00$9,930,833.00$10,105,833.00
Other assets$2,808,632.00$1,467,634.00$2,340,514.00$1,620,021.00$3,514,387.00
Cash: non-interest bearing$339,518.00$594,210.00$244,595.00$236,874.00$655,883.00
Cash: non-interest bearing, beginning of year$594,210.00$244,595.00$236,874.00$655,883.00$305,092.00
Escrow or custodial account liability    $0.00
Loans and other payables to key persons$2,491,265.00$2,481,706.00$2,481,706.00$2,481,706.00$2,386,256.00
Grants payable    $0.00
Other financial variables
Revenue less expenses-$299,071.00$465,777.00$1,255,658.00-$1,425,888.00$3,779,427.00
Advertising (total)    $26,191.00
Savings & temp cash investment $0.00$57,445.00$45,240.00 
Accounts receivable, net $0.00$0.00$2,166.00$27,393.00
Accounts payable & accrued expenses$523,386.00$189,942.00$150,158.00$180,627.00$12,908.00
Deferred revenue    $0.00
Unsecured notes & loans to unrelated parties    $0.00
Secured mortgages and notes payable$13,230,644.00$1,730,953.00$1,516,191.00$1,559,249.00$0.00
Total net assets or fund balances$6,572,498.00$6,871,569.00$6,405,792.00$5,150,134.00$6,576,022.00
Depreciation, depletion, amortization$719,617.00$669,232.00$531,301.00$497,101.00$430,244.00
Payment to affiliates  $0.00 $0.00
Governance and accountability
Number of voting members55566
Number of independent voting members00000
Financial sheets audited TrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Indicators for schedules (selected)
Outstanding loan to key person or disqualified person   True 
Business transaction with entity owner   True 
Business transaction with employee   True 
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address change True   
Date e-filing submitted2018-01-112017-09-202016-07-152015-03-092014-07-02
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.0
Filing identifier201733219349300218201731329349304848201630469349301418201520449349300937201411359349308456
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