Civic Intelligence

School for Esoteric Studies Inc.

990 • Fiscal year 2021 • EIN 13-1832805

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 15, 2022

Organization Profilewww.esotericstudies.net
899 Haywood RoadAsheville, NC 28806

(828) 225-4272

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • NTEE B • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.00x

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

2021 filings • NTEE B • $1M-$5M nonprofits • Source year 2021

Net Margin

53rd percentile

14%

Higher net margin than 53% of similar nonprofits.

2021 filings • NTEE B • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$30,900

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

2021 filings • NTEE B • $1M-$5M nonprofits • Source year 2021

Asset Growth

42nd percentile

8.4%

Faster asset growth than 42% of similar nonprofits.

2021 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

28%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,502,489

Up $116,639 (+8.4%) from 2020

Net Assets

Up

$1,502,489

Up $116,844 (+8.4%) from 2020

Liabilities

Down

$0

Down $205 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin53rd percentile

Revenue

Up

$125,107

Up $27,661 (+28%) from 2020

Expenses

Up

$107,521

Up $5,074 (+5.0%) from 2020

Net Income

Up

$17,586

Up $22,587 (+452%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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 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

2021

Assets$1,502,489
Liabilities$0
Net Assets$1,502,489
Open 2021 Filing

Operations Trend

Revenue Growth65th percentile

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 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

2021

Revenue$125,107
Expenses$107,521
Net Income$17,586
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 15, 2022
Return Version
2021v4.1
Gross Receipts
$125,107
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$1,362,455$1,465,770▲ $103,315
Cash and Non-Interest-Bearing Accounts$22,535$35,903▲ $13,368
Accounts Receivable$640$816▲ $176
Land, Buildings, and Equipment, Net$220$0▼ $220
Total Assets$1,385,850$1,502,489▲ $116,639
Liabilities
Accounts Payable and Accrued Expenses$205$0▼ $205
Total Liabilities$205$0▼ $205
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,385,645$1,502,489▲ $116,844
Total Net Assets Fund Balance$1,385,645$1,502,489▲ $116,844
Total Liabilities and Net Assets / Fund Balance$1,385,850$1,502,489▲ $116,639

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$5,108$5,108
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,362,455-▲ $183,315$80,000$1,465,770
2020$1,250,913-▲ $171,542$60,000$1,362,455
2019$1,102,246-▲ $233,667$85,000$1,250,913
2018$1,238,445-▼ $56,199$56,000$1,102,246
2017$1,188,364-▲ $163,081$79,100$1,238,445
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gail JolleyExecutive DirectorPT$30,900$30,900
Miguel MalagrecaOutreachPT$5,000$5,000

Board Members and Trustees

NameTitle
Al ChristensenVice-President
Joan HoerleinSecretary
Jane ShawTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,049
Program Service Revenue
$0
Investment Income
$84,058
Other Revenue
$0
All Other Contributions
$41,049
Change in Net Assets
$17,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$79,870
Other Expenses$27,651
Total Fundraising Expense$2,569
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$29,440$12,555$1,299$43,294
Current Officers, Directors, Trustees, and Key Employees$21,012$8,961$927$30,900
Occupancy$5,310$3,600$90$9,000
Payroll Taxes$3,860$1,646$170$5,676
Fees for Services Other$5,000$596$0$5,596
Information Technology$1,610$2,475$41$4,126
Fees for Service Investment Mgmnt Fees$0$3,493$0$3,493
Office Expenses$1,243$2,048$28$3,319
Insurance$275$962$12$1,249
Fees for Services Legal$0$595$0$595
Depreciation Depletion$86$132$2$220
Other Expenses$0$53$0$53
Total Functional Expenses$67,836$37,116$2,569$107,521
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

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

Signing Officer

Name
Gail Jolley
Title
Treasurer/Executive Director
Phone
8282254272
Signed
2022-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gail Jolley
Formed
1956
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
4
Employees
2
Volunteers
13

Preparer

Firm
Corliss & Solomon Pllc
Address
242 CHARLOTTE ST SUITE 1, ASHEVILLE, NC 28801
Preparer
Stephen C Corliss
Phone
8282360206
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of Form 990 is provided to the Board of Directors for their final approval prior to the filing of the return.”

Pt VI, Line 12C

“The Conflict of Interst 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 and potential conflict as soon as possible.”

Pt VI, Line 19

“The three most recent form 990s including financial information, the By-Laws, Conflict of Interst Policy and other governing documents are available to the public upon request.”

Pt VI, Line 18

“Forms 990 are available on the IRS website and the websites of many charity watch organizations such as Guidestar. From 1023 is available upon request.”

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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt060000
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0233667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt085000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024000
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01102246
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt056000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt033900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01188364
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01238445
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0163081
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05108
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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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 School for Esoteric Studies advertises its nondiscriminatory policy on their website. The School for Esoteric Studies advertises its nondiscriminatory policy on their website.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NA - the school does not offer scholarships because all of the courses are offered on a donation basis. NA - the school does not offer scholarships because all of the courses are offered on a donation basis.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 4d
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of Form 990 is provided to the Board of Directors for their final approval prior to the filing of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Conflict of Interst 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 and potential conflict as soon as possible.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The three most recent form 990s including financial information, the By-Laws, Conflict of Interst Policy and other governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Forms 990 are available on the IRS website and the websites of many charity watch organizations such as Guidestar. From 1023 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 18
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/USAddress/AddressLine1Txt0899 Haywood Rd Ste B
IRS990/USAddress/CityNm0Asheville
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028806
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.esotericstudies.net
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gail Jolley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08282254272
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0School for Esoteric Studies Inc
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0131832805
ReturnHeader/Filer/PhoneNum08282254272
ReturnHeader/Filer/USAddress/AddressLine1Txt0899 Haywood Road
ReturnHeader/Filer/USAddress/CityNm0Asheville
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORLISS & SOLOMON PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0242 CHARLOTTE ST SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028801
ReturnHeader/PreparerPersonGrp/PhoneNum08282360206
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen C Corliss
ReturnHeader/ReturnTs02022-06-22T11:07:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gail

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,502,489
Liabilities
$0
Net assets
$1,502,489
Revenue
$125,107
Expenses
$107,521
Net income
$17,586
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
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