Civic Intelligence

Concordia Charter School

EIN 20-0992947 • 501(c)3 • Mesa, AZ

Profile

To operate a public charter school.

142 N Date StMesa, AZ 85201

www.concordiacharter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.32x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$65,518

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

11th percentile

-18%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

3.6%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$1,033,167

Up $396,002 (+62%) from 2022

Liabilities

Up

$220,072

Up $200,072 (+1000%) from 2022

Net Assets

Up

$813,095

Up $195,930 (+32%) from 2022

Operations
Liabilities / Revenue65th percentileNet Margin18th percentile

Revenue

Up

$1,773,585

Up $375,069 (+27%) from 2022

Expenses

Up

$1,577,655

Up $164,452 (+12%) from 2022

Net Income

Up

$195,930

Up $210,617 (+1434%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $161,361Liabilities 2010: $99,806Net Assets 2010: $61,5552010Assets 2011: $215,125Liabilities 2011: $76,005Net Assets 2011: $139,1202011Assets 2012: $220,371Liabilities 2012: $60,520Net Assets 2012: $159,8512012Assets 2013: $700,469Liabilities 2013: $51,969Net Assets 2013: $648,5002013Assets 2014: $485,026Liabilities 2014: $20,425Net Assets 2014: $464,6012014Assets 2015: $339,106Liabilities 2015: $18,319Net Assets 2015: $320,7872015Assets 2016: $386,755Liabilities 2016: $5,459Net Assets 2016: $381,2962016Assets 2017: $481,111Liabilities 2017: $18,331Net Assets 2017: $462,7802017Assets 2018: $469,895Liabilities 2018: $116,143Net Assets 2018: $353,7522018Assets 2019: $386,766Liabilities 2019: $66,515Net Assets 2019: $320,2512019Assets 2020: $459,279Liabilities 2020: $188,701Net Assets 2020: $270,5782020Assets 2021: $731,748Liabilities 2021: $99,896Net Assets 2021: $631,8522021Assets 2022: $637,165Liabilities 2022: $20,000Net Assets 2022: $617,1652022Assets 2023: $1,033,167Liabilities 2023: $220,072Net Assets 2023: $813,0952023

Highlighted filing

2023

Assets$1,033,167
Liabilities$220,072
Net Assets$813,095
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $457,024Expenses 2010: $460,749Net Income 2010: -$3,7252010Expenses 2011: $841,3452011Expenses 2012: $1,077,1602012Revenue 2013: $1,494,213Expenses 2013: $1,005,564Net Income 2013: $488,6492013Revenue 2014: $1,113,829Expenses 2014: $1,297,728Net Income 2014: -$183,8992014Revenue 2015: $1,277,077Expenses 2015: $1,420,891Net Income 2015: -$143,8142015Revenue 2016: $1,044,859Expenses 2016: $984,350Net Income 2016: $60,5092016Revenue 2017: $1,083,425Expenses 2017: $1,001,941Net Income 2017: $81,4842017Revenue 2018: $985,903Expenses 2018: $1,094,931Net Income 2018: -$109,0282018Revenue 2019: $1,187,533Expenses 2019: $1,221,034Net Income 2019: -$33,5012019Revenue 2020: $1,178,263Expenses 2020: $1,227,936Net Income 2020: -$49,6732020Revenue 2021: $1,729,458Expenses 2021: $1,368,184Net Income 2021: $361,2742021Revenue 2022: $1,398,516Expenses 2022: $1,413,203Net Income 2022: -$14,6872022Revenue 2023: $1,773,585Expenses 2023: $1,577,655Net Income 2023: $195,9302023

Highlighted filing

2023

Revenue$1,773,585
Expenses$1,577,655
Net Income$195,930
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,033,167
Liabilities
$220,072
Net assets
$813,095
Revenue
$1,773,585
Expenses
$1,577,655
Net income
$195,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.03$0.22$0.81$1.77$1.58$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.02$0.62$1.40$1.41$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.10$0.63$1.73$1.37$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.19$0.27$1.18$1.23$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.07$0.32$1.19$1.22$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.12$0.35$0.99$1.09$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.02$0.46$1.08$1.00$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.38$1.04$0.98$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.32$1.28$1.42$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.46$1.11$1.30$0.18
2013Summary only. Only limited summary data is available for this year.$0.70$0.05$0.65$1.49$1.01$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.06$0.16$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.08$0.14$0.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.10$0.06$0.46$0.46$0.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 12, 2022
Return Version
2020v4.1
Gross Receipts
$1,729,458
Mission and Program Overview

Mission

To provide families a choice for a high quality education for their child or children in a safe, caring and harmonious environment.

To operate a public charter school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$72,349$276,529▲ $204,180
Savings and Temporary Cash Investments$274,154$239,368▼ $34,786
Pledges and Grants Receivable$7,380$113,864▲ $106,484
Cash and Non-Interest-Bearing Accounts$101,205$97,796▼ $3,409
Prepaid Expenses and Deferred Charges$4,191$4,191→ $0
Total Assets$459,279$731,748▲ $272,469
Liabilities
Unsecured Notes Loans Payable$172,500--
Accounts Payable and Accrued Expenses$16,201$99,896▲ $83,695
Total Liabilities$188,701$99,896▼ $88,805
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$265,536$457,786▲ $192,250
Net Assets With Donor Restrictions$5,042$174,066▲ $169,024
Total Net Assets Fund Balance$270,578$631,852▲ $361,274
Total Liabilities and Net Assets / Fund Balance$459,279$731,748▲ $272,469

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$234,250$79,667$313,917
Equipment$42,279$63,186$105,465
Other Land Buildings-$60,824$60,824
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret Roush-MeierDirectorFT$94,947$2,760$97,707

Board Members and Trustees

NameTitle
Deborah HavensDirector
Jan KrygierDirector
Kathleen RogersDirector
Susan JefferyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,726,405
Program Service Revenue
$0
Investment Income
$3,053
Other Revenue
$0
All Other Contributions
$89,942
Change in Net Assets
$361,274

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,729,458
Total Revenue per Audited Statements
$1,729,458
Total Revenue per Form 990
$1,729,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$969,341
Other Expenses$398,843
Total Fundraising Expense$38,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$711,025-$12,555$723,580
Current Officers, Directors, Trustees, and Key Employees$49,420$29,652$19,768$98,840
Fees for Services Other$31,140$42,703-$73,843
Other Employee Benefits$70,084-$335$70,419
Payroll Taxes$56,714$2,254$2,463$61,431
Occupancy$51,300$2,025$675$54,000
Depreciation Depletion$32,602$1,287$429$34,318
Pension Plan Contributions$13,691$828$552$15,071
Insurance$12,574$496$165$13,235
Fees for Services Accounting-$9,400-$9,400
Other Expenses$5,078$201$67$5,346
Travel$1,552--$1,552
Total Functional Expenses$1,205,543$124,582$38,059$1,368,184

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,368,184
Total Expenses per Audited Statements$1,368,184
Total Expenses per Form 990$1,368,184
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 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
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 governing body review Part VI line 11

“Members of the Board review the Form 990 for accuracy before it is filed.”

Conflict of interest policy compliance Part VI line 12C

“The Schools conflict of interest policy prohibits conflicted members from voting on motions where there is a conflict.”

CEO executive director top management comp Part VI line 15A

“Compensation for the Schools CEO and management is discussed and voted on by a quorum of disinterested members of the board of directors.”

Other officer or key employee compensation Part VI line 15B

“Compensation for the Schools CEO, management and all other positions is discussed and voted on by a quorum of disinterested members of the board of directors.”

Governing documents etc available to public Part VI line 19

“Documents that are required to be publicly available are available on campus during normal operating hours.”

Filing and Contact Details

Filer

Filer Name
Concordia Charter School
EIN
20-0992947
Address
142 N Date St, Mesa, AZ 85201

Signing Officer

Name
Margaret Roush Meier
Title
Director
Phone
4804610555
Signed
2022-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Roush-Meier
Formed
2004
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
20
Volunteers
10

Preparer

Firm
Rob Paull CPA PC
Address
11811 N Tatum Blvd Ste 3031, Phoenix, AZ 85028-1621
Preparer
Rob Paull
Phone
4803858357
Raw XML Appendix379 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members of the Board review the Form 990 for accuracy before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Schools conflict of interest policy prohibits conflicted members from voting on motions where there is a conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation for the Schools CEO and management is discussed and voted on by a quorum of disinterested members of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation for the Schools CEO, management and all other positions is discussed and voted on by a quorum of disinterested members of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents that are required to be publicly available are available on campus during normal operating hours.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Roush Meier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04804610555
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Concordia Charter School
ReturnHeader/Filer/BusinessNameControlTxt0CONC
ReturnHeader/Filer/EIN0200992947
ReturnHeader/Filer/USAddress/AddressLine1Txt0142 N Date St
ReturnHeader/Filer/USAddress/CityNm0Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472450259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rob Paull CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011811 N Tatum Blvd Ste 3031
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850281621
ReturnHeader/PreparerPersonGrp/PhoneNum04803858357
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rob Paull
ReturnHeader/ReturnTs02022-02-11T13:48:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Margaret
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Roush Meier
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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