Civic Intelligence

Willow Education Foundation DBA Bay Area

990 • Fiscal year 2018 • EIN 06-1708283

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 11, 2018

Organization ProfileN/A
8251 Fontaine StreetOakland, CA 94605

(510) 382-9932

Siviq Scores

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

Liabilities / Assets

70th percentile

0.28x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$143,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$1,380,359

Up $205,441 (+17%) from 2017

Net Assets

Up

$991,392

Up $9,994 (+1.0%) from 2017

Liabilities

Up

$388,967

Up $195,447 (+101%) from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin41st percentile

Revenue

Up

$3,846,905

Up $409,116 (+12%) from 2017

Expenses

Up

$3,836,910

Up $536,657 (+16%) from 2017

Net Income

Down

$9,995

Down $127,541 (-93%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $303,018Liabilities 2011: $150,266Net Assets 2011: $152,7522011Assets 2012: $664,086Liabilities 2012: $592,624Net Assets 2012: $71,4622012Assets 2013: $550,330Liabilities 2013: $422,717Net Assets 2013: $127,6132013Assets 2015: $508,408Liabilities 2015: $13,257Net Assets 2015: $495,1512015Assets 2016: $885,576Liabilities 2016: $41,714Net Assets 2016: $843,8622016Assets 2017: $1,174,918Liabilities 2017: $193,520Net Assets 2017: $981,3982017Assets 2018: $1,380,359Liabilities 2018: $388,967Net Assets 2018: $991,3922018Assets 2019: $1,146,631Liabilities 2019: $198,751Net Assets 2019: $947,8802019Assets 2020: $1,601,169Liabilities 2020: $208,690Net Assets 2020: $1,392,4792020Assets 2021: $2,608,636Liabilities 2021: $457,448Net Assets 2021: $2,151,1882021Assets 2022: $2,924,787Liabilities 2022: $751,015Net Assets 2022: $2,173,7722022Assets 2023: $5,302,896Liabilities 2023: $1,705,826Net Assets 2023: $3,597,0702023Assets 2024: $18,238,183Liabilities 2024: $14,532,301Net Assets 2024: $3,705,8822024

Highlighted filing

2018

Assets$1,380,359
Liabilities$388,967
Net Assets$991,392
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,533,675Expenses 2011: $1,605,690Net Income 2011: -$72,0152011Revenue 2012: $1,740,995Expenses 2012: $1,822,284Net Income 2012: -$81,2892012Revenue 2013: $1,581,807Expenses 2013: $1,525,656Net Income 2013: $56,1512013Revenue 2015: $2,311,957Expenses 2015: $2,200,068Net Income 2015: $111,8892015Revenue 2016: $3,026,813Expenses 2016: $2,678,102Net Income 2016: $348,7112016Revenue 2017: $3,437,789Expenses 2017: $3,300,253Net Income 2017: $137,5362017Revenue 2018: $3,846,905Expenses 2018: $3,836,910Net Income 2018: $9,9952018Revenue 2019: $3,807,108Expenses 2019: $3,850,620Net Income 2019: -$43,5122019Revenue 2020: $4,271,321Expenses 2020: $3,835,520Net Income 2020: $435,8012020Revenue 2021: $5,164,911Expenses 2021: $4,406,202Net Income 2021: $758,7092021Revenue 2022: $5,635,517Expenses 2022: $5,612,933Net Income 2022: $22,5842022Revenue 2023: $7,848,248Expenses 2023: $6,424,950Net Income 2023: $1,423,2982023Revenue 2024: $6,507,297Expenses 2024: $6,398,485Net Income 2024: $108,8122024

Highlighted filing

2018

Revenue$3,846,905
Expenses$3,836,910
Net Income$9,995
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 11, 2018
Return Version
2017v2.2
Gross Receipts
$3,846,905
Mission and Program Overview

Mission

Baytech is a charter school for grades 612 with a curriculum that emphasizes stem. Located on king estates, it operates as a site-based school and is primarily designed to meet the needs of the students in the oakland unified school district (ousd). Baytech opened its doors in august of 2004 with 78 students in oakland. The school has changed two locations over the years and is now located at a district facility acquired through prop 39. The school currently serves 330 students. In its twelve years of operation, baytech has achieved an increasing trend of academic success and demonstrated organizational and financial stability.

Non profit, non sectarian public charter school for education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$657,916$655,003▼ $2,913
Accounts Receivable$374,326$434,158▲ $59,832
Land, Buildings, and Equipment, Net$11,708$246,368▲ $234,660
Prepaid Expenses and Deferred Charges$130,968$44,830▼ $86,138
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,174,918$1,380,359▲ $205,441
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$193,520$388,967▲ $195,447
Other Liabilities$1--
Total Liabilities$193,521$388,967▲ $195,446
Net Assets / Fund Balance
Unrestricted Net Assets$961,003$991,392▲ $30,389
Temporarily Rstr Net Assets$20,394--
Total Net Assets Fund Balance$981,397$991,392▲ $9,995
Total Liabilities and Net Assets / Fund Balance$1,174,918$1,380,359▲ $205,441

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$166,108$6,170$172,278
Equipment$80,260$2,675$82,935
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleOtherTotal
Hayri HatipogluExecutive Director$143,000$143,000

Board Members and Trustees

NameTitle
Kairat SabyrovPresident
Amy HoltDirector
Elissa GrahamDirector
Kathleen DauthertyExecutive Director
Fatih DagdelenSecretary
Volkan VulukoyluTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,846,905
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$9,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,846,905
Total Revenue per Audited Statements
$3,846,905
Total Revenue per Form 990
$3,846,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,002,026
Other Expenses$1,834,884
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,859,026--$1,859,026
Other Expenses$180,490--$180,490
All Other Expenses$166,579--$166,579
Current Officers, Directors, Trustees, and Key Employees$143,000--$143,000
Total Functional Expenses$3,836,910$0$0$3,836,910

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,836,910
Total Expenses per Audited Statements$3,836,910
Total Expenses per Form 990$3,836,910
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by executives before filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers and board members are required to disclose potential conflict of interest situations proactively.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensations are reviewed and approved by the Board.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensations are reviewed and approved by the Board.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Documents are available upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Willow Education Foundation dba Bay Area
EIN
06-1708283
Phone
5103829932
Address
8251 Fontaine Street, Oakland, CA 94605

Signing Officer

Name
Kathleen Daugherty
Title
Executive Director
Signed
2018-12-11
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
34

Preparer

Firm
JZ CPAs Inc
Address
8576 Corsica LN, Buena Park, CA 90620
Preparer
Jinhong Zhang CPA
Phone
9493970189
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt080260
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02675
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt082935
IRS990ScheduleD/ExpensesSubtotalAmt03836910
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0166108
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06170
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0172278
IRS990ScheduleD/RevenueSubtotalAmt03846905
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0246368
IRS990ScheduleD/TotalExpensesPerForm990Amt03836910
IRS990ScheduleD/TotalRevenuePerForm990Amt03846905
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03846905
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03836910
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/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by executives before filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Officers and board members are required to disclose potential conflict of interest situations proactively.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensations are reviewed and approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensations are reviewed and approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt020394
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01174918
IRS990/TotalAssetsEOYAmt01380359
IRS990/TotalAssetsGrp/BOYAmt01174918
IRS990/TotalAssetsGrp/EOYAmt01380359
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03846905
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03836910
IRS990/TotalFunctionalExpensesGrp/TotalAmt03836910
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0193521
IRS990/TotalLiabilitiesEOYAmt0388967
IRS990/TotalLiabilitiesGrp/BOYAmt0193521
IRS990/TotalLiabilitiesGrp/EOYAmt0388967
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0981397
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0991392
IRS990/TotalProgramServiceExpensesAmt03836910
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03846905
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01174918
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01380359
IRS990/TotReportableCompRltdOrgAmt0143000
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0961003
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0991392
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Daugherty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Willow Education Foundation dba Bay Area
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0061708283
ReturnHeader/Filer/PhoneNum05103829932
ReturnHeader/Filer/USAddress/AddressLine1Txt08251 Fontaine Street
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094605
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811678643
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JZ CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08576 Corsica LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Buena Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090620
ReturnHeader/PreparerPersonGrp/PhoneNum09493970189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jinhong Zhang CPA
ReturnHeader/ReturnTs02018-12-11T09:16:26-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,380,359
Liabilities
$388,967
Net assets
$991,392
Revenue
$3,846,905
Expenses
$3,836,910
Net income
$9,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.2$14.5$3.71$6.51$6.40$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.30$1.71$3.60$7.85$6.42$1.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.75$2.17$5.64$5.61$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.46$2.15$5.16$4.41$0.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.21$1.39$4.27$3.84$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.20$0.95$3.81$3.85$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.39$0.99$3.85$3.84$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.19$0.98$3.44$3.30$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.04$0.84$3.03$2.68$0.35
2015Summary only. Only limited summary data is available for this year.$0.51$0.01$0.50$2.31$2.20$0.11
2013Summary only. Only limited summary data is available for this year.$0.55$0.42$0.13$1.58$1.53$0.06
2012Summary only. Only limited summary data is available for this year.$0.66$0.59$0.07$1.74$1.82$0.08
2011Summary only. Only limited summary data is available for this year.$0.30$0.15$0.15$1.53$1.61$0.07