Civic Intelligence

James Jordan Middle School

990 • Fiscal year 2015 • EIN 03-0557700

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

7911 Winnetka AveWinnetka, CA 91306

(818) 882-2496

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

49th percentile

0.10x

Higher debt load relative to assets than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

56th percentile

$74,828

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

24%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,614,816

Up $253,861 (+19%) from 2014

Net Assets

Up

$1,454,503

Up $424,466 (+41%) from 2014

Liabilities

Down

$160,313

Down $170,605 (-52%) from 2014

Revenue

Up

$3,781,828

Up $739,158 (+24%) from 2014

Expenses

Up

$3,357,362

Up $575,866 (+21%) from 2014

Net Income

Up

$424,466

Up $163,292 (+63%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $1,064,769Liabilities 2011: $454,089Net Assets 2011: $610,6802011Assets 2012: $1,034,957Liabilities 2012: $317,540Net Assets 2012: $717,4172012Assets 2013: $970,975Liabilities 2013: $202,112Net Assets 2013: $768,8632013Assets 2014: $1,360,955Liabilities 2014: $330,918Net Assets 2014: $1,030,0372014Assets 2015: $1,614,816Liabilities 2015: $160,313Net Assets 2015: $1,454,5032015Assets 2016: $2,283,692Liabilities 2016: $76,949Net Assets 2016: $2,206,7432016Assets 2017: $2,726,500Liabilities 2017: $84,503Net Assets 2017: $2,641,9972017Assets 2018: $3,136,384Liabilities 2018: $93,768Net Assets 2018: $3,042,6162018Assets 2019: $3,336,366Liabilities 2019: $135,462Net Assets 2019: $3,200,9042019Assets 2020: $3,904,505Liabilities 2020: $383,882Net Assets 2020: $3,520,6232020Assets 2021: $4,262,210Liabilities 2021: $177,232Net Assets 2021: $4,084,9782021Assets 2022: $5,023,416Liabilities 2022: $704,580Net Assets 2022: $4,318,8362022Assets 2023: $19,088,577Liabilities 2023: $15,357,122Net Assets 2023: $3,731,4552023Assets 2024: $18,827,502Liabilities 2024: $14,974,602Net Assets 2024: $3,852,9002024Assets 2025: $19,219,767Liabilities 2025: $14,197,371Net Assets 2025: $5,022,3962025

Highlighted filing

2015

Assets$1,614,816
Liabilities$160,313
Net Assets$1,454,503

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,328,191Expenses 2011: $2,002,583Net Income 2011: $325,6082011Expenses 2012: $2,145,3512012Revenue 2013: $2,423,225Expenses 2013: $2,371,779Net Income 2013: $51,4462013Revenue 2014: $3,042,670Expenses 2014: $2,781,496Net Income 2014: $261,1742014Revenue 2015: $3,781,828Expenses 2015: $3,357,362Net Income 2015: $424,4662015Revenue 2016: $4,733,085Expenses 2016: $3,980,845Net Income 2016: $752,2402016Revenue 2017: $4,806,985Expenses 2017: $4,371,731Net Income 2017: $435,2542017Revenue 2018: $5,077,665Expenses 2018: $4,677,046Net Income 2018: $400,6192018Revenue 2019: $5,341,883Expenses 2019: $5,183,595Net Income 2019: $158,2882019Revenue 2020: $5,592,558Expenses 2020: $5,272,839Net Income 2020: $319,7192020Revenue 2021: $6,625,166Expenses 2021: $6,060,811Net Income 2021: $564,3552021Revenue 2022: $6,957,848Expenses 2022: $6,723,990Net Income 2022: $233,8582022Revenue 2023: $8,263,518Expenses 2023: $8,850,899Net Income 2023: -$587,3812023Revenue 2024: $8,926,679Expenses 2024: $8,805,234Net Income 2024: $121,4452024Revenue 2025: $10,379,788Expenses 2025: $9,210,292Net Income 2025: $1,169,4962025

Highlighted filing

2015

Revenue$3,781,828
Expenses$3,357,362
Net Income$424,466
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$3,781,828
Mission and Program Overview

Mission

James jordan middle school is a small learning community for middle school students in grades 6-8. The school is dedicated to the ideal that all students should be prepared to succeed at a four-year university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$47,170$448,888▲ $401,718
Accounts Receivable$615,821$413,253▼ $202,568
Land, Buildings, and Equipment, Net$428,144$383,715▼ $44,429
Cash and Non-Interest-Bearing Accounts$250,321$250,326▲ $5
Prepaid Expenses and Deferred Charges$19,499$30,148▲ $10,649
Total Assets$1,360,955$1,614,816▲ $253,861
Other Assets Total-$88,486-
Liabilities
Accounts Payable and Accrued Expenses$108,415$109,056▲ $641
Unsecured Notes Loans Payable$201,991$51,257▼ $150,734
Deferred Revenue$20,512--
Total Liabilities$330,918$160,313▼ $170,605
Net Assets / Fund Balance
Unrestricted Net Assets$1,030,037$1,454,503▲ $424,466
Total Net Assets Fund Balance$1,030,037$1,454,503▲ $424,466
Total Liabilities and Net Assets / Fund Balance$1,360,955$1,614,816▲ $253,861

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$347,672$45,768$393,440
Equipment$19,980$52,371$72,351
Buildings$16,063$4,086$20,149
Other Assets Org$88,486--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Myranda MarshExecutive DiFT$64,285$10,543$74,828

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,701,019
Program Service Revenue
$0
Investment Income
$222
Other Revenue
$80,587
Change in Net Assets
$424,466

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,781,828
Total Revenue per Audited Statements
$3,781,828
Total Revenue per Form 990
$3,781,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,028,087
Other Expenses$1,329,275
Total Fundraising Expense$2,269
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,405,987$166,913-$1,572,900
Fees for Services Other$221,187$51,883-$273,070
Office Expenses$224,426$39,176-$263,602
Other Employee Benefits$175,581$20,109-$195,690
Occupancy$135,360$33,840-$169,200
Current Officers, Directors, Trustees, and Key Employees$109,323--$109,323
Pension Plan Contributions$91,028--$91,028
Fees for Services Accounting-$80,200-$80,200
Payroll Taxes$44,951$14,195-$59,146
Depreciation Depletion$42,619$10,655-$53,274
Fees for Services Legal-$26,889-$26,889
Insurance-$26,050-$26,050
Other Expenses$22,113$30,996-$22,113
All Other Expenses$12,979-$2,269$15,248
Advertising$8,711$2,178-$10,889
Travel$5,420--$5,420
Interest-$3,998-$3,998
Total Functional Expenses$2,848,011$507,082$2,269$3,357,362

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,357,362
Total Expenses per Audited Statements$3,357,362
Total Expenses per Form 990$3,357,362
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

James jordan middle school hired a third-party service provider, excellent education development, to manage their financials.

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 is presented to the board for comments and/or approval prior to filing the form.

Form 990, Page 6, Part VI, Line 12C

In connection with any actual conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees considering the proposed transaction or arrangement. After disclosure of the financial interest and material facts, and after any discussion with the interested person, he/she shall leave the board of directors meeting while the determination of conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists.

Form 990, Page 6, Part VI, Line 15A

The board contacted other charter schools of similar size and asked for comparative salaries. The board researched average compensation for similar positions via internet resources for state and national median.

Form 990, Page 6, Part VI, Line 15B

SAME AS ABOVE.

Form 990, Page 6, Part VI, Line 19

The documents are readily available to the public upon request.

Filing and Contact Details

Filer

Filer Name
James Jordan Middle School
EIN
03-0557700
Phone
8188822496
Address
7911 WINNETKA AVE, WINNETKA, CA 91306

Signing Officer

Name
Dr Myranda Marsh
Title
Executive Director
Phone
8188822496
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Myranda Marsh
Formed
2005
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
67
Volunteers
120

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

The school is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.

Raw XML AppendixShowing 400 of 408 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0108415
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0109056
IRS990/AccountsReceivableGrp/BOYAmt0615821
IRS990/AccountsReceivableGrp/EOYAmt0413253
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0JAMES JORDAN MIDDLE SCHOOL IS A SMALL LEARNING COMMUNITY FOR MIDDLE SCHOOL STUDENTS IN GRADES 6-8. THE SCHOOL IS DEDICATED TO THE IDEAL THAT ALL STUDENTS SHOULD BE PREPARED TO SUCCEED AT A FOUR-YEAR UNIVERSITY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02178
IRS990/AdvertisingGrp/ProgramServicesAmt08711
IRS990/AdvertisingGrp/TotalAmt010889
IRS990/AllOtherExpensesGrp/FundraisingAmt02269
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012979
IRS990/AllOtherExpensesGrp/TotalAmt015248
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EXED
IRS990/BooksInCareOfDetail/PhoneNum03103941152
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011858 LA GRANGE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090025
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0250321
IRS990/CashNonInterestBearingGrp/EOYAmt0250326
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0109323
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0109323
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03701019
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0222
IRS990/CYOtherExpensesAmt01329275
IRS990/CYOtherRevenueAmt080587
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0424466
IRS990/CYSalariesCompEmpBnftPaidAmt02028087
IRS990/CYTotalExpensesAmt03357362
IRS990/CYTotalFundraisingExpenseAmt02269
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03781828
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt020512
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt010655
IRS990/DepreciationDepletionGrp/ProgramServicesAmt042619
IRS990/DepreciationDepletionGrp/TotalAmt053274
IRS990/Desc0MANAGE AND OPERATE A MIDDLE SCHOOL.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt067
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02848011
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt080200
IRS990/FeesForServicesAccountingGrp/TotalAmt080200
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt026889
IRS990/FeesForServicesLegalGrp/TotalAmt026889
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt051883
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0221187
IRS990/FeesForServicesOtherGrp/TotalAmt0273070
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710543
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN D STONEBURNER
IRS990/Form990PartVIISectionAGrp/PersonNm1MARIA AVILA
IRS990/Form990PartVIISectionAGrp/PersonNm2JESSICA LABARBERA
IRS990/Form990PartVIISectionAGrp/PersonNm3FATHIA MACAULEY
IRS990/Form990PartVIISectionAGrp/PersonNm4JANICE BOAFO
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN CORNELL
IRS990/Form990PartVIISectionAGrp/PersonNm6TAMMIE RIVERA-TUBBS
IRS990/Form990PartVIISectionAGrp/PersonNm7DR MYRANDA MARSH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt764285
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt03701019
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03781828
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt026050
IRS990/InsuranceGrp/TotalAmt026050
IRS990/InterestGrp/ManagementAndGeneralAmt03998
IRS990/InterestGrp/TotalAmt03998
IRS990/InvestmentIncomeGrp/ExclusionAmt0222
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0222
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0102225
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0428144
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0383715
IRS990/LandBldgEquipCostOrOtherBssAmt0485940
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0JAMES JORDAN MIDDLE SCHOOL IS A SMALL LEARNING COMMUNITY FOR MIDDLE SCHOOL STUDENTS IN GRADES 6-8. THE SCHOOL IS DEDICATED TO THE IDEAL THAT ALL STUDENTS SHOULD BE PREPARED TO SUCCEED AT A FOUR-YEAR UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01030037
IRS990/NetAssetsOrFundBalancesEOYAmt01454503
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt033840
IRS990/OccupancyGrp/ProgramServicesAmt0135360
IRS990/OccupancyGrp/TotalAmt0169200
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039176
IRS990/OfficeExpensesGrp/ProgramServicesAmt0224426
IRS990/OfficeExpensesGrp/TotalAmt0263602
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt088486
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020109
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0175581
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0195690
IRS990/OtherExpensesGrp/Desc0BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc1SPECIAL ED FAIR SHARE
IRS990/OtherExpensesGrp/Desc2DISTRICT OVERSIGHT FEE
IRS990/OtherExpensesGrp/Desc3DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030996
IRS990/OtherExpensesGrp/ProgramServicesAmt0300376
IRS990/OtherExpensesGrp/ProgramServicesAmt121377
IRS990/OtherExpensesGrp/ProgramServicesAmt226573
IRS990/OtherExpensesGrp/ProgramServicesAmt322113
IRS990/OtherExpensesGrp/TotalAmt0300376
IRS990/OtherExpensesGrp/TotalAmt152373
IRS990/OtherExpensesGrp/TotalAmt226573
IRS990/OtherExpensesGrp/TotalAmt322113
IRS990/OtherRevenueMiscGrp/Desc0ALL OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1STUDENT FUNDRAISING AND SALES
IRS990/OtherRevenueMiscGrp/Desc2FOOD SERVICE SALES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt053820
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt122135
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24632
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt053820
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt122135
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24632
IRS990/OtherRevenueTotalAmt080587
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0166913
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01405987
IRS990/OtherSalariesAndWagesGrp/TotalAmt01572900
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014195
IRS990/PayrollTaxesGrp/ProgramServicesAmt044951
IRS990/PayrollTaxesGrp/TotalAmt059146
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt091028
IRS990/PensionPlanContributionsGrp/TotalAmt091028
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019499
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030148
IRS990/PrincipalOfficerNm0DR MYRANDA MARSH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02991048
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0150
IRS990/PYOtherExpensesAmt01168824
IRS990/PYOtherRevenueAmt051472
IRS990/PYRevenuesLessExpensesAmt0261174
IRS990/PYSalariesCompEmpBnftPaidAmt01612672
IRS990/PYTotalExpensesAmt02781496
IRS990/PYTotalRevenueAmt03042670
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0424466
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt080587
IRS990/SavingsAndTempCashInvstGrp/BOYAmt047170
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0448888
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt016063
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04086
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt020149
IRS990ScheduleD/EquipmentGrp/BookValueAmt019980
IRS990ScheduleD/EquipmentGrp/DepreciationAmt052371
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072351
IRS990ScheduleD/ExpensesSubtotalAmt03357362
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0347672
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt045768
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0393440
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt088486
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WORK IN PROGRESS
IRS990ScheduleD/RevenueSubtotalAmt03781828
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0383715
IRS990ScheduleD/TotalBookValueOtherAssetsAmt088486
IRS990ScheduleD/TotalExpensesPerForm990Amt03357362
IRS990ScheduleD/TotalRevenuePerForm990Amt03781828
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03781828
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03357362
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE AWARDED ARE MAINTAINED AS THE SCHOOL PROVIDES NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2JAMES JORDAN MIDDLE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES JORDAN MIDDLE SCHOOL HIRED A THIRD-PARTY SERVICE PROVIDER, EXCELLENT EDUCATION DEVELOPMENT, TO MANAGE THEIR FINANCIALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD FOR COMMENTS AND/OR APPROVAL PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CONNECTION WITH ANY ACTUAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD CONTACTED OTHER CHARTER SCHOOLS OF SIMILAR SIZE AND ASKED FOR COMPARATIVE SALARIES. THE BOARD RESEARCHED AVERAGE COMPENSATION FOR SIMILAR POSITIONS VIA INTERNET RESOURCES FOR STATE AND NATIONAL MEDIAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAME AS ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01360955
IRS990/TotalAssetsEOYAmt01614816
IRS990/TotalAssetsGrp/BOYAmt01360955
IRS990/TotalAssetsGrp/EOYAmt01614816
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03701019
IRS990/TotalEmployeeCnt067
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02269
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0507082
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02848011
IRS990/TotalFunctionalExpensesGrp/TotalAmt03357362
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0330918
IRS990/TotalLiabilitiesEOYAmt0160313
IRS990/TotalLiabilitiesGrp/BOYAmt0330918
IRS990/TotalLiabilitiesGrp/EOYAmt0160313
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01030037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01454503
IRS990/TotalOtherCompensationAmt010543
IRS990/TotalProgramServiceExpensesAmt02848011
IRS990/TotalReportableCompFromOrgAmt064285
IRS990/TotalRevenueGrp/ExclusionAmt0222
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080587
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03781828
IRS990/TotalVolunteersCnt0120
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01360955
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01614816
IRS990/TravelGrp/ProgramServicesAmt05420
IRS990/TravelGrp/TotalAmt05420
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01030037
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01454503
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0201991
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt051257
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07911 WINNETKA AVE
IRS990/USAddress/CityNm0WINNETKA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091306
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://WWW.JAMESJORDANMS.COM/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR MYRANDA MARSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08188822496
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES JORDAN MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0030557700
ReturnHeader/Filer/PhoneNum08188822496
ReturnHeader/Filer/USAddress/AddressLine1Txt07911 WINNETKA AVE
ReturnHeader/Filer/USAddress/CityNm0WINNETKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.2$14.2$5.02$10.4$9.21$1.17
2024Detailed filing. Detailed filing data is available for this year.$18.8$15.0$3.85$8.93$8.81$0.12
2023Detailed filing. Detailed filing data is available for this year.$19.1$15.4$3.73$8.26$8.85$0.59
2022Detailed filing. Detailed filing data is available for this year.$5.02$0.70$4.32$6.96$6.72$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.26$0.18$4.08$6.63$6.06$0.56
2020Detailed filing. Detailed filing data is available for this year.$3.90$0.38$3.52$5.59$5.27$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.14$3.20$5.34$5.18$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.09$3.04$5.08$4.68$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.73$0.08$2.64$4.81$4.37$0.44
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.08$2.21$4.73$3.98$0.75
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.16$1.45$3.78$3.36$0.42
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.33$1.03$3.04$2.78$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.20$0.77$2.42$2.37$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.32$0.72$2.15
2011Summary only. Only limited summary data is available for this year.$1.06$0.45$0.61$2.33$2.00$0.33