Nonprofit · EIN 56-2609145
NOVATO CHARTER SCHOOL
Tax-exempt · NOVATO, CA 94949
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,772,588 | $3,739,701 | $32,887 | $2,037,596 | $417,247 | $1,620,349 |
| June 30, 2024 | 990 | $3,772,834 | $3,726,079 | $46,755 | $2,013,018 | $425,556 | $1,587,462 |
| June 30, 2023 | 990 | $3,485,695 | $3,282,064 | $203,631 | $2,003,671 | $462,964 | $1,540,707 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,750,017
- of which government grants
- $3,465,125
- Program service revenue
- $0
- Investment income
- $22,571
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $165,477
- Other salaries and wages
- $2,112,030
- Salaries, compensation and benefits (total)
- $2,883,656
- Professional fundraising fees
- $0
- Legal fees
- $44,344
- Accounting fees
- $23,275
- Occupancy
- $127,421
- Travel
- $6,517
- Depreciation
- $57,768
- Program services (functional)
- $3,095,255
- Management and general (functional)
- $644,446
Balance sheet and other
- Total assets, start of year
- $2,013,018
- Total assets, end of year
- $2,037,596
- Total liabilities, end of year
- $417,247
- Net assets, end of year
- $1,620,349
- Land, buildings and equipment
- $594,631
- Net assets without donor restrictions
- $1,620,349
- Gross receipts
- $3,772,588
- Employees
- 63
- Volunteers
- 200
- Year formed
- 2005
- 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 |
|---|---|---|---|---|
| NIKKI LLOYD | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $105,705 | $29,114 |
| TARA WATERMAN | TEACHER Highest-paid employee | 40 | $100,993 | $33,273 |
| JUSTIN TOMOLA | PRINCIPAL Highest-paid employee | 40 | $112,731 | $21,150 |
| ROBIN LEE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ALI IQUAL | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS SHORTALL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MIKE HALE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM WELDON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NIKKI LLOYD | DIRECTOR Trustee or director, Officer | 40 | $108,902 | $28,489 |
| CRAIG ALLENDER | CHAIR/PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LIA HEATH | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| ROBIN J LEE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS SHORTAL | BOARD TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL HALE | BOARD TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NIKKI LLOYD | DIRECTOR Trustee or director, Officer | 40 | $99,568 | $28,741 |
| CRAIG ALLENDER | CHAIR/PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LIA HEATH | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| ROBIN J LEE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS SHORTAL | BOARD TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL HALE | BOARD TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 940 C ST, NOVATO, CA 94949-5060
- In care of
- % RACHAEL BISHOP
- Principal officer (990 for 2024)
- CHRISTOPHER CAPOBIANCO, 940 C STREET, NOVATO, CA 94949
- Signed the 990
- CHRISTOPHER CAPOBIANCO, EXECUTIVE DIRECTOR
- Phone
- (415) 883-4254
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 56-2609145 or by the name NOVATO CHARTER SCHOOL.
- 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
THE NOVATO CHARTER SCHOOL IS AN EDUCATIONAL COMMUNITY THAT IS COMMITTED TO THE HEALTHY GROWTH AND DEVELOPMENT OF THE WHOLE CHILD. THROUGH A CURRICULUM INSPIRED BY WALDORF-METHODS, OUR TEACHERS NURTURE THROUGH THE IMAGINATION IN THE EARLY YEARS, BUILDING A FOUNDATION FOR ABSTRACT THINKING, GRADUALLY AND APPROPRIATELY CHALLENGING THE INTELLECT THROUGHOUT THE GRADES. THIS PHILOSOPHY PLACES EQUAL EMPHASIS ON A SOLID ACADEMIC PROGRAM, ARTISTIC EXPRESSION, SOCIAL DEVELOPMENT AND ATTENTION TO THE INNER LIFE AND NATURAL RHYTHMS OF THE CHILD.
Program accomplishments
- A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY SERVING AROUND 269 STUDENTS GRADES K-8TH.Expenses $3,095,255
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
- 56-2609145
- 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
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B240)
- Assets (IRS master file)
- $2,037,596
- Income (IRS master file)
- $3,772,588
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,772,588 | $3,739,701 | $2,037,596 | IRS |
| 990 | June 2024 | $3,772,834 | $3,726,079 | $2,013,018 | IRS |
| 990 | June 2023 | $3,485,695 | $3,282,064 | $2,003,671 | XML |
| 990 | June 2022 | $3,205,955 | $2,915,263 | $1,738,983 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 56-2609145).
Questions about NOVATO CHARTER SCHOOL
- What is the EIN of NOVATO CHARTER SCHOOL?
- The employer identification number (EIN) of NOVATO CHARTER SCHOOL is 56-2609145.
- Is NOVATO CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to NOVATO CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NOVATO 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 NOVATO 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 NOVATO 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 NOVATO CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names CHRISTOPHER CAPOBIANCO.
- Who are the officers and directors of NOVATO CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 8 people; 3 received compensation from the organization, the highest $105,705 (NIKKI LLOYD, EXECUTIVE DIRECTOR).
- How much revenue does NOVATO CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,772,588, expenses of $3,739,701 and total assets of $2,037,596 at year end.
Other nonprofits in NOVATO
- GOLDEN HILLS INCLUSIVE EDUCATION FOUNDATION EIN 88-2700807 · last filed 990-PF for 2024
- MARIN SCHOOL OF THE ARTS FOUNDATION EIN 51-0490730 · last filed 990 for 2025
- NOVATO CHARTER SCHOOL FOUNDATION EIN 68-0470644 · last filed 990 for 2025
- NOVATO FOUNDATION FOR PUBLIC EDUCATION EIN 48-1302986 · last filed 990 for 2025
- CALIFORNIA ASSOCIATION OF PRIVATE SCHOOL ORGANIZATIONS EIN 77-0057885 · last filed 990 for 2026
- SOCIETY FOR THE NEUROBIOLOGY OF LANGUAGE EIN 27-3547171 · last filed 990 for 2024
- LOMA VERDE FOUNDATION EIN 81-4221015 · last filed 990 for 2025
- NOVATO PARENTS NURSERY SCHOOL INC EIN 95-2549618 · last filed 990 for 2025