Civic Intelligence

Advance Innovative Education

990 • Fiscal year 2015 • EIN 20-2557643

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

620 Florida Street Suite 110Baton Rouge, LA 70801

(225) 572-7353

Siviq Scores

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

Liabilities / Assets

91st percentile

0.64x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$57,190

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$175,327

Up $38,797 (+28%) from 2014

Net Assets

Up

$63,515

Up $89,003 (+349%) from 2014

Liabilities

Down

$111,812

Down $50,206 (-31%) from 2014

Revenue

Down

$273,337

Down $8,644 (-3.1%) from 2014

Expenses

Down

$184,334

Down $146,992 (-44%) from 2014

Net Income

Up

$89,003

Up $138,348 (+280%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2011: $347,807Liabilities 2011: $288,290Net Assets 2011: $59,5172011Assets 2012: $243,695Liabilities 2012: $168,483Net Assets 2012: $75,2122012Assets 2013: $185,510Liabilities 2013: $161,653Net Assets 2013: $23,8572013Assets 2014: $136,530Liabilities 2014: $162,018Net Assets 2014: -$25,4882014Assets 2015: $175,327Liabilities 2015: $111,812Net Assets 2015: $63,5152015Assets 2016: $350,862Liabilities 2016: $278,587Net Assets 2016: $72,2752016Assets 2017: $334,577Liabilities 2017: $235,054Net Assets 2017: $99,5232017Assets 2018: $279,261Liabilities 2018: $140,764Net Assets 2018: $138,4972018Assets 2019: $270,744Liabilities 2019: $173,824Net Assets 2019: $96,9202019Assets 2020: $247,090Liabilities 2020: $173,795Net Assets 2020: $73,2952020Assets 2021: $225,483Liabilities 2021: $126,937Net Assets 2021: $98,5462021

Highlighted filing

2015

Assets$175,327
Liabilities$111,812
Net Assets$63,515

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,248,2662011Revenue 2012: $1,022,351Expenses 2012: $1,030,956Net Income 2012: -$8,6052012Expenses 2013: $562,8462013Revenue 2014: $281,981Expenses 2014: $331,326Net Income 2014: -$49,3452014Revenue 2015: $273,337Expenses 2015: $184,334Net Income 2015: $89,0032015Revenue 2016: $244,651Expenses 2016: $235,891Net Income 2016: $8,7602016Revenue 2017: $325,339Expenses 2017: $298,091Net Income 2017: $27,2482017Revenue 2018: $339,759Expenses 2018: $300,785Net Income 2018: $38,9742018Revenue 2019: $261,303Expenses 2019: $302,880Net Income 2019: -$41,5772019Revenue 2020: $255,313Expenses 2020: $278,938Net Income 2020: -$23,6252020Revenue 2021: $235,069Expenses 2021: $209,818Net Income 2021: $25,2512021

Highlighted filing

2015

Revenue$273,337
Expenses$184,334
Net Income$89,003
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$273,337
Mission and Program Overview

Mission

To promote urgent, systemic change in education by undertaking reform initiatives that deliver dramatically improved teacher and school leader performance, and by developing strong partnerships to increase student success and ultimately enhance the quality of life for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$95,691$130,840▲ $35,149
Cash and Non-Interest-Bearing Accounts$34,191$38,513▲ $4,322
Prepaid Expenses and Deferred Charges$4,986$5,249▲ $263
Land, Buildings, and Equipment, Net$1,662$725▼ $937
Total Assets$136,530$175,327▲ $38,797
Liabilities
Deferred Revenue$144,404$100,723▼ $43,681
Accounts Payable and Accrued Expenses$17,614$10,240▼ $7,374
Other Liabilities-$849-
Total Liabilities$162,018$111,812▼ $50,206
Net Assets / Fund Balance
Temporarily Rstr Net Assets$33,333$33,333→ $0
Unrestricted Net Assets$-58,821$30,182▲ $89,003
Total Net Assets Fund Balance$-25,488$63,515▲ $89,003
Total Liabilities and Net Assets / Fund Balance$136,530$175,327▲ $38,797

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$725$3,739$4,464
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael EskridgeExecutive DiFT$57,190$57,190

Board Members and Trustees

NameTitle
Jennifer AndrewsDirector
John EasterlyDirector
Yvonne Harbor-ballardDirector
Dan BevanCFO, Treasur
Reginald BrowhowConsultant
Christi Hunter BrownSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$102,059
Program Service Revenue
$170,928
Investment Income
$0
Other Revenue
$350
All Other Contributions
$102,059
Change in Net Assets
$89,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,645
Salaries, Compensation, and Employee Benefits$84,389
Total Fundraising Expense$9,338
Grants and Similar Amounts Paid$1,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$57,190--$57,190
Other Salaries and Wages$5,875$8,393$2,518$16,786
Payroll Taxes$6,999$2,626$788$10,413
Travel$8,371--$8,371
Office Expenses$1,862$3,349$1,117$6,328
Advertising$1,182$2,939$980$5,101
Insurance$2,491$1,868$623$4,982
All Other Expenses$3,529--$3,529
Other Expenses$3,077$7,816$2,605$3,077
Occupancy$1,025$1,275$425$2,725
Information Technology$1,466$845$282$2,593
Grants to Domestic Individuals$1,300--$1,300
Depreciation Depletion$937--$937
Interest$125--$125
Total Functional Expenses$145,885$29,111$9,338$184,334
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Withheld$849
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
Yes
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, Page 6, Part VI, Line 11B

A copy of the tax return will be reviewed by the executive director prior to filing. A copy of the return will be provided to all board members for review and discussion subsequent to the filing of the return.

Form 990, Page 6, Part VI, Line 12C

Annually the board members complete, sign and file a disclosure of financial interest and conflict of interest. Additionally, staff and legal counsel advise the board on potential conflicts if and when a matter arises that could be considered a conflict of interest.

Form 990, Page 6, Part VI, Line 15A

The board of directors may enlist the services of an independent compensation consultant. The consultant reviews the characteristics the board wishes to have and recommends a compensation package commensurate with the needs of the organization and the qualifications of the applicant. The board makes the final decision on the hiring and retention of the executive director and the compensation to be paid.

Form 990, Page 6, Part VI, Line 19

The organization will provide public access to its governing documents, conflict of interest policy and financial statements upon request.

Filing and Contact Details

Filer

Filer Name
Advance Innovative Education
EIN
20-2557643
Phone
2255727353
Address
620 FLORIDA STREET SUITE 110, BATON ROUGE, LA 70801

Signing Officer

Name
Michael Eskridge
Title
Executive Director
Phone
2255727353
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Eskridge
Formed
2005
Legal Domicile
La
Voting Board Members
5
Independent Board Members
5
Employees
4

Preparer

Firm
Silviowalker & Associates
Address
10985 HARRELLS FERRY RD N STE G, BATON ROUGE, LA 70816-8304
Preparer
J Dwayne Walker CPA
Phone
2252730000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote urgent, systemic change in education by undertaking reform initiatives that deliver dramatically improved teacher and school leader performance, and by developing strong partnerships to increase student success and ultimately enhance the quality of life for all.

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02427643
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0170928
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0141720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0415314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0771232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0997318
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02427643
IRS990ScheduleA/TotalSupportAmt02427643
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03739
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04464
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES WITHHELD
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE URGENT, SYSTEMIC CHANGE IN EDUCATION BY UNDERTAKING REFORM INITIATIVES THAT DELIVER DRAMATICALLY IMPROVED TEACHER AND SCHOOL LEADER PERFORMANCE, AND BY DEVELOPING STRONG PARTNERSHIPS TO INCREASE STUDENT SUCCESS AND ULTIMATELY ENHANCE THE QUALITY OF LIFE FOR ALL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE TAX RETURN WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. A COPY OF THE RETURN WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND DISCUSSION SUBSEQUENT TO THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY THE BOARD MEMBERS COMPLETE, SIGN AND FILE A DISCLOSURE OF FINANCIAL INTEREST AND CONFLICT OF INTEREST. ADDITIONALLY, STAFF AND LEGAL COUNSEL ADVISE THE BOARD ON POTENTIAL CONFLICTS IF AND WHEN A MATTER ARISES THAT COULD BE CONSIDERED A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS MAY ENLIST THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. THE CONSULTANT REVIEWS THE CHARACTERISTICS THE BOARD WISHES TO HAVE AND RECOMMENDS A COMPENSATION PACKAGE COMMENSURATE WITH THE NEEDS OF THE ORGANIZATION AND THE QUALIFICATIONS OF THE APPLICANT. THE BOARD MAKES THE FINAL DECISION ON THE HIRING AND RETENTION OF THE EXECUTIVE DIRECTOR AND THE COMPENSATION TO BE PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL PROVIDE PUBLIC ACCESS TO ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/CityNm0BATON ROUGE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070884
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ADVANCEIE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ESKRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02255727353
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCE INNOVATIVE EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0202557643
ReturnHeader/Filer/PhoneNum02255727353
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 FLORIDA STREET SUITE 110
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720940824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVIOWALKER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010985 HARRELLS FERRY RD N STE G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0708168304
ReturnHeader/PreparerPersonGrp/PhoneNum02252730000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DWAYNE WALKER CPA
ReturnHeader/ReturnTs02015-11-13T08:27:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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