Civic Intelligence

School for Esoteric Studies Inc.

990 • Fiscal year 2018 • EIN 13-1832805

Jan 01, 2018 to Dec 31, 2018 • Filed on May 17, 2019

Organization Profilewww.esotericstudies.net
899 Haywood Road Suite BAsheville, NC 28806

(828) 225-4272

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,130,337

Flat from 2018

Net Assets

Flat

$1,128,978

Flat from 2018

Liabilities

Flat

$1,359

Flat from 2018

Revenue And Expenses

Revenue

Flat

$192,784

Flat from 2018

Expenses

Flat

$141,206

Flat from 2018

Net Income

Flat

$51,578

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $998,801Liabilities 2010: $3,233Net Assets 2010: $995,5682010Assets 2011: $1,020,093Liabilities 2011: $3,275Net Assets 2011: $1,016,8182011Assets 2012: $1,106,816Liabilities 2012: $2,618Net Assets 2012: $1,104,1982012Assets 2013: $1,278,734Liabilities 2013: $1,073Net Assets 2013: $1,277,6612013Assets 2014: $1,365,588Liabilities 2014: $7,045Net Assets 2014: $1,358,5432014Assets 2015: $1,242,402Liabilities 2015: $3,678Net Assets 2015: $1,238,7242015Assets 2016: $1,218,225Liabilities 2016: $2,494Net Assets 2016: $1,215,7312016Assets 2017: $1,278,257Liabilities 2017: $308Net Assets 2017: $1,277,9492017Assets 2018: $1,130,337Liabilities 2018: $1,359Net Assets 2018: $1,128,9782018Assets 2018: $1,130,337Liabilities 2018: $1,359Net Assets 2018: $1,128,9782018Assets 2019: $1,274,548Liabilities 2019: $182Net Assets 2019: $1,274,3662019Assets 2020: $1,385,850Liabilities 2020: $205Net Assets 2020: $1,385,6452020Assets 2021: $1,502,489Liabilities 2021: $0Net Assets 2021: $1,502,4892021Assets 2022: $1,217,849Liabilities 2022: $206Net Assets 2022: $1,217,6432022Assets 2023: $1,316,716Liabilities 2023: $208Net Assets 2023: $1,316,5082023Assets 2024: $1,420,931Liabilities 2024: $5,831Net Assets 2024: $1,415,1002024

Highlighted filing

2018

Assets$1,130,337
Liabilities$1,359
Net Assets$1,128,978
Open 2018 Filing

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $133,6162010Expenses 2011: $135,7472011Expenses 2012: $140,7842012Revenue 2013: $133,060Expenses 2013: $137,260Net Income 2013: -$4,2002013Revenue 2014: $190,770Expenses 2014: $138,836Net Income 2014: $51,9342014Revenue 2015: $183,037Expenses 2015: $173,917Net Income 2015: $9,1202015Revenue 2016: $152,177Expenses 2016: $147,324Net Income 2016: $4,8532016Revenue 2017: $97,357Expenses 2017: $139,606Net Income 2017: -$42,2492017Revenue 2018: $192,784Expenses 2018: $141,206Net Income 2018: $51,5782018Revenue 2018: $192,784Expenses 2018: $141,206Net Income 2018: $51,5782018Revenue 2019: $93,072Expenses 2019: $127,338Net Income 2019: -$34,2662019Revenue 2020: $97,446Expenses 2020: $102,447Net Income 2020: -$5,0012020Revenue 2021: $125,107Expenses 2021: $107,521Net Income 2021: $17,5862021Revenue 2022: $107,302Expenses 2022: $108,913Net Income 2022: -$1,6112022Revenue 2023: $88,319Expenses 2023: $107,159Net Income 2023: -$18,8402023Revenue 2024: $150,630Expenses 2024: $107,823Net Income 2024: $42,8072024

Highlighted filing

2018

Revenue$192,784
Expenses$141,206
Net Income$51,578
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 17, 2019
Return Version
2018v3.1
Gross Receipts
$271,730
Mission and Program Overview

Mission

The mission of the School for Esoteric Studies is to provide structured, sequenced esoteric discipleship training grounded in Ageless Wisdom teachings and designed to produce World Servers.

To train people in the Ageless Wisdom teachings and practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,238,444$1,102,245▼ $136,199
Cash and Non-Interest-Bearing Accounts$38,660$26,782▼ $11,878
Prepaid Expenses and Deferred Charges$1,001$1,050▲ $49
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,278,257$1,130,337▼ $147,920
Other Assets Total$152$260▲ $108
Liabilities
Accounts Payable and Accrued Expenses$308$1,359▲ $1,051
Total Liabilities$308$1,359▲ $1,051
Net Assets / Fund Balance
Unrestricted Net Assets$1,277,949$1,128,978▼ $148,971
Total Net Assets Fund Balance$1,277,949$1,128,978▼ $148,971
Total Liabilities and Net Assets / Fund Balance$1,278,257$1,130,337▼ $147,920

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$4,499$4,499

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,238,444-▼ $56,199$56,000$1,102,245
2017$1,188,363-▲ $163,081$79,100$1,238,444
2016$1,212,962-▲ $95,402$84,000$1,188,363
2015$1,319,454-▼ $1,492$73,500$1,212,962
2014$1,247,316-▲ $147,138$60,000$1,319,454
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Miguel MalagrecaVice PresidentPT$32,000$32,000
Gail JolleyTreas/Exec DirectorPT$30,090$30,090

Board Members and Trustees

NameTitle
Dorothy RiddleChairperson
Al ChristensenDirector
Daniele DoriliDirector
Joan HoerleinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$48,029
Program Service Revenue
$0
Investment Income
$144,620
Other Revenue
$135
All Other Contributions
$48,029
Change in Net Assets
$51,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,625
Other Expenses$30,581
Total Fundraising Expense$2,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$42,245$17,944$1,901$62,090
Other Salaries and Wages$12,884$30,063-$42,947
Occupancy$3,892$5,789$49$9,730
Payroll Taxes$2,137$3,428$23$5,588
Office Expenses$1,586$3,657$19$5,262
Fees for Services Accounting-$4,289-$4,289
Advertising$3,812--$3,812
Fees for Service Investment Mgmnt Fees-$2,888-$2,888
Fees for Services Other$671$999$8$1,678
Insurance$351$1,143$4$1,498
Information Technology$457$679$6$1,142
Other Expenses-$282-$282
Total Functional Expenses$68,035$71,161$2,010$141,206
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
Backup withholding compliance
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
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

“A copy of the Form 990 is sent via email to all board members and their approval is required before giving the OK to accountants to file.”

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

“The Conflict of Interest policy is monitored by the Executive Director. It is reviewed and signed every year at the annual Board Meeting. It is each signator's obligation to disclose any potential conflict as soon as possible.”

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

“The three most recent Form 990s (including financial information), the By-Laws, Conflicts of Interest Policy, and other governing documents are made available to the public upon request. We send a copy via email to any who request a copy.”

Filing and Contact Details

Filer

Filer Name
School for Esoteric Studies Inc
EIN
13-1832805
Phone
8282254272
Address
899 Haywood Road Suite B, Asheville, NC 28806

Signing Officer

Name
Gail Jolley
Title
Treas/Exec Director
Signed
2019-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dorothy Riddle
Formed
1956
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
4
Employees
2
Volunteers
12

Preparer

Firm
Mig Murphy Sistrom CPA Pc
Address
2216 Whitley Dr, DURHAM, NC 27707-1469
Preparer
Darren Hunicutt
Phone
9194191119
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The funds are not designated for a particular purpose; they may be used for any aspect of the school's work.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0Public Awareness/Outreach - We produced 12 monthly newsletters, 3 editions of eNews, seven YouTube videos., magazine ads, translation of our materials to reach a wider audience, frequent postings on our website, which is open to the public. 1,093 people are subscribed to our mailing list. 333 people receive our annual conference materials. 93 people are subscribed to our Initiative. 4,659 people follow our Facebook page. 339 follow our YouTube channel. We translated more of our material into other languages, and broadcast two weekly radio programs in English and Spanish. We participated in various onsite and online conferences to strengthen our ties to community. We produced a set of three White Papers on Inclusive Social Action and posted them on our website in four languages.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021516
IRS990/ProgSrvcAccomActy3Grp/Desc0Student Services - 333 membersreceive our yearly conference set, which is a document composed of study excerpts on a particular subject. 75 students receive lesson sets and individual commentaries on their work in three languages: English, Italian and Spanish. Some pages of the website have been translated into French and Portuguese. We maintain a lending library for School members who reside in the US, and there is a separate library in Italy for Italian students. The website is constantly being updated with new material.
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IRS990/PYTotalRevenueAmt097357
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt056000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt033900
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt036000
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01319454
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0147138
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt060000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04499
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04499
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The funds are not designated for a particular purpose; they may be used for any aspect of the school's work.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The Entrance Questionnaire (application form) includes a cover letter with a statement of the non-discrimination policy. The school's website also includes a statement of this policy.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1N/A - no scholarships or financial assistance given
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/ExplanationTxt0A copy of the Form 990 is sent via email to all board members and their approval is required before giving the OK to accountants to file.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Conflict of Interest policy is monitored by the Executive Director. It is reviewed and signed every year at the annual Board Meeting. It is each signator's obligation to disclose any potential conflict as soon as possible.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The three most recent Form 990s (including financial information), the By-Laws, Conflicts of Interest Policy, and other governing documents are made available to the public upon request. We send a copy via email to any who request a copy.
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 19: Other Organization Documents Publicly Available
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01130337
IRS990/TotalAssetsGrp/BOYAmt01278257
IRS990/TotalAssetsGrp/EOYAmt01130337
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048029
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02010
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071161
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068035
IRS990/TotalFunctionalExpensesGrp/TotalAmt0141206
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt01359
IRS990/TotalLiabilitiesGrp/BOYAmt0308
IRS990/TotalLiabilitiesGrp/EOYAmt01359
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01277949
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01128978
IRS990/TotalProgramServiceExpensesAmt068035
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt062090
IRS990/TotalRevenueGrp/ExclusionAmt0144755
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0192784
IRS990/TotalVolunteersCnt012
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01130337
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,130,337
Liabilities
$1,359
Net assets
$1,128,978
Revenue
$192,784
Expenses
$141,206
Net income
$51,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.01$1.42$0.15$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.11$0.11$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.13$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.19$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.19$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.10$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.15$0.15$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.18$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.36$0.19$0.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.13$0.14$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.10$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.13