Civic Intelligence

Breeze Inc

990 • Fiscal year 2023 • EIN 11-3681448

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 13, 2024

Organization Profilewww.newplanlearning.org
1300 Basswood APT 200HSchaumburg, IL 60173

(847) 376-8404

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2023

Net Margin

76th percentile

72%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$128,310

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2023 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2023

Asset Growth

2nd percentile

-60%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$5,057,383

Down $7,554,550 (-60%) from 2022

Net Assets

Down

$5,057,383

Down $2,643,869 (-34%) from 2022

Liabilities

Down

$0

Down $4,910,681 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin76th percentile

Revenue

Down

$1,101,113

Down $441,072 (-29%) from 2022

Expenses

Down

$313,162

Down $131,770 (-30%) from 2022

Net Income

Down

$787,951

Down $309,302 (-28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $14,398,453Liabilities 2011: $14,685,318Net Assets 2011: -$286,8652011Assets 2012: $13,058,304Liabilities 2012: $10,978,953Net Assets 2012: $2,079,3512012Assets 2013: $13,654,473Liabilities 2013: $10,661,624Net Assets 2013: $2,992,8492013Assets 2014: $13,126,698Liabilities 2014: $10,221,660Net Assets 2014: $2,905,0382014Assets 2015: $13,238,789Liabilities 2015: $9,929,310Net Assets 2015: $3,309,4792015Assets 2016: $11,347,915Liabilities 2016: $7,703,415Net Assets 2016: $3,644,5002016Assets 2017: $11,319,821Liabilities 2017: $7,262,204Net Assets 2017: $4,057,6172017Assets 2018: $11,172,807Liabilities 2018: $6,569,931Net Assets 2018: $4,602,8762018Assets 2019: $11,527,520Liabilities 2019: $6,198,362Net Assets 2019: $5,329,1582019Assets 2020: $12,310,646Liabilities 2020: $5,698,953Net Assets 2020: $6,611,6932020Assets 2021: $12,821,586Liabilities 2021: $5,366,926Net Assets 2021: $7,454,6602021Assets 2022: $12,611,933Liabilities 2022: $4,910,681Net Assets 2022: $7,701,2522022Assets 2023: $5,057,383Liabilities 2023: $0Net Assets 2023: $5,057,3832023Assets 2024: $2,497,471Liabilities 2024: $0Net Assets 2024: $2,497,4712024

Highlighted filing

2023

Assets$5,057,383
Liabilities$0
Net Assets$5,057,383
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $525,829Expenses 2011: $0Net Income 2011: $525,8292011Revenue 2012: $2,773,366Expenses 2012: $0Net Income 2012: $2,773,3662012Revenue 2013: $778,492Expenses 2013: $0Net Income 2013: $778,4922013Revenue 2014: $867,189Expenses 2014: $0Net Income 2014: $867,1892014Revenue 2015: $1,163,795Expenses 2015: $759,354Net Income 2015: $404,4412015Revenue 2016: $2,368,794Expenses 2016: $1,083,772Net Income 2016: $1,285,0222016Revenue 2017: $963,117Expenses 2017: $0Net Income 2017: $963,1172017Revenue 2018: $1,698,367Expenses 2018: $925,554Net Income 2018: $772,8132018Revenue 2019: $1,347,937Expenses 2019: $21,654Net Income 2019: $1,326,2832019Revenue 2020: $811,921Expenses 2020: $1,000Net Income 2020: $810,9212020Revenue 2021: $1,045,554Expenses 2021: $88,864Net Income 2021: $956,6902021Revenue 2022: $1,542,185Expenses 2022: $444,932Net Income 2022: $1,097,2532022Revenue 2023: $1,101,113Expenses 2023: $313,162Net Income 2023: $787,9512023Revenue 2024: -$146,891Expenses 2024: $179,748Net Income 2024: -$326,6392024

Highlighted filing

2023

Revenue$1,101,113
Expenses$313,162
Net Income$787,951
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 13, 2024
Return Version
2022v5.0
Gross Receipts
$1,425,220
Mission and Program Overview

Mission

Support charter schools in Ohio.

Hold title to property, collecting income therefrom and turning over net income to New Plan Learning, a 501-c-3.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,582,924$2,822,394▲ $239,470
Land, Buildings, and Equipment, Net$9,331,015$2,140,118▼ $7,190,897
Intangible Assets$94,824--
Total Assets$12,611,933$5,057,383▼ $7,554,550
Other Assets Total$603,170$94,871▼ $508,299
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,469,249--
Deferred Revenue$392,432--
Other Liabilities$49,000--
Total Liabilities$4,910,681$0▼ $4,910,681
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,701,252$5,057,383▼ $2,643,869
Total Net Assets Fund Balance$7,701,252$5,057,383▼ $2,643,869
Total Liabilities and Net Assets / Fund Balance$12,611,933$5,057,383▼ $7,554,550

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,792,234$863,856$2,656,090
Land$332,314-$332,314
Leasehold Improvements$15,570$70,050$85,620
Equipment-$12,000$12,000
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Joseph J HillCEOPT$128,310$128,310

Board Members and Trustees

NameTitle
Savas Kaya PHDBoard President
Raymond CollinsDirector
Tim BagwellDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,510
Other Revenue
$1,078,603
Change in Net Assets
$787,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$313,162
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$313,162--$313,162
Total Functional Expenses$313,162$0$0$313,162
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Tenant security deposits-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of form 990 is provided to the Board beforefiling”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public upon request during normal business hours”

Filing and Contact Details

Filer

Filer Name
Breeze Inc
EIN
11-3681448
Phone
8473768404
Address
1300 Basswood APT 200H, Schaumburg, IL 60173

Signing Officer

Name
Joseph J Hill
Title
CEO
Phone
8473768404
Signed
2024-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph J Hill
Formed
2003
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Firm
Rosetree & Company Ltd
Address
8831 Kenneth, Skokie, IL 60076
Preparer
Richard Rosenbaum
Phone
8476734010
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net distributions to parent”

Raw XML Appendix310 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.

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ReturnHeader/Filer/USAddress/ZIPCd060173
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363314633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosetree & Company Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08831 Kenneth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Skokie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060076
ReturnHeader/PreparerPersonGrp/PhoneNum08476734010
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Rosenbaum
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-13T12:36:33-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hill
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,057,383
Liabilities
$0
Net assets
$5,057,383
Revenue
$1,101,113
Expenses
$313,162
Net income
$787,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.15$0.18$0.33
2023Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.10$0.31$0.79
2022Detailed filing. Detailed filing data is available for this year.$12.6$4.91$7.70$1.54$0.44$1.10
2021Detailed filing. Detailed filing data is available for this year.$12.8$5.37$7.45$1.05$0.09$0.96
2020Detailed filing. Detailed filing data is available for this year.$12.3$5.70$6.61$0.81$0.00$0.81
2019Detailed filing. Detailed filing data is available for this year.$11.5$6.20$5.33$1.35$0.02$1.33
2018Detailed filing. Detailed filing data is available for this year.$11.2$6.57$4.60$1.70$0.93$0.77
2017Detailed filing. Detailed filing data is available for this year.$11.3$7.26$4.06$0.96$0.00$0.96
2016Summary only. Only limited summary data is available for this year.$11.3$7.70$3.64$2.37$1.08$1.29
2015Detailed filing. Detailed filing data is available for this year.$13.2$9.93$3.31$1.16$0.76$0.40
2014Summary only. Only limited summary data is available for this year.$13.1$10.2$2.91$0.87$0.00$0.87
2013Summary only. Only limited summary data is available for this year.$13.7$10.7$2.99$0.78$0.00$0.78
2012Summary only. Only limited summary data is available for this year.$13.1$11.0$2.08$2.77$0.00$2.77
2011Summary only. Only limited summary data is available for this year.$14.4$14.7$0.29$0.53$0.00$0.53
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)2 • $5M-$10M nonprofits