Civic Intelligence

Advance Innovative Education

990 • Fiscal year 2016 • EIN 20-2557643

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

PO Box 82072Baton Rouge, LA 70884

(225) 572-7353

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.79x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

1.14x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

94th percentile

$56,925

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

100%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$350,862

Up $175,535 (+100%) from 2015

Net Assets

Up

$72,275

Up $8,760 (+14%) from 2015

Liabilities

Up

$278,587

Up $166,775 (+149%) from 2015

Revenue

Down

$244,651

Down $28,686 (-10%) from 2015

Expenses

Up

$235,891

Up $51,557 (+28%) from 2015

Net Income

Down

$8,760

Down $80,243 (-90%) from 2015

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

2016

Assets$350,862
Liabilities$278,587
Net Assets$72,275

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

2016

Revenue$244,651
Expenses$235,891
Net Income$8,760
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$244,651
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
Accounts Receivable$110,242$251,690▲ $141,448
Cash and Non-Interest-Bearing Accounts$38,513$94,471▲ $55,958
Pledges and Grants Receivable$20,598--
Prepaid Expenses and Deferred Charges$5,249$4,701▼ $548
Land, Buildings, and Equipment, Net$725--
Total Assets$175,327$350,862▲ $175,535
Liabilities
Deferred Revenue$100,723$263,081▲ $162,358
Accounts Payable and Accrued Expenses$10,240$13,285▲ $3,045
Other Liabilities$849$2,221▲ $1,372
Total Liabilities$111,812$278,587▲ $166,775
Net Assets / Fund Balance
Temporarily Rstr Net Assets$33,333$50,000▲ $16,667
Unrestricted Net Assets$30,182$22,275▼ $7,907
Total Net Assets Fund Balance$63,515$72,275▲ $8,760
Total Liabilities and Net Assets / Fund Balance$175,327$350,862▲ $175,535

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,464-$4,464
Compensation and Service Providers

Employees

NameTitleBaseTotal
Michael EskridgeExecutive Di$56,925$56,925

Board Members and Trustees

NameTitle
Reginald BrowhowPresident
John EasterlyDirector
Nancy ZitoDirector
Dan BevanCFO, Treasur
Christi Hunter BrownSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$122,673
Program Service Revenue
$121,159
Investment Income
$0
Other Revenue
$819
All Other Contributions
$122,673
Change in Net Assets
$8,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,060
Salaries, Compensation, and Employee Benefits$68,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$44,531$12,394-$56,925
Occupancy$17,879$120-$17,999
Advertising$16,621--$16,621
All Other Expenses$16,352$95-$16,447
Other Expenses$13,902$2,561-$13,902
Travel$8,101$11-$8,112
Information Technology$7,193$334-$7,527
Payroll Taxes$4,933$1,644-$6,577
Insurance$4,360$482-$4,842
Other Salaries and Wages$3,000$1,650-$4,650
Office Expenses$2,633$350-$2,983
Depreciation Depletion$725--$725
Other Employee Benefits$509$170-$679
Interest$392$43-$435
Total Functional Expenses$216,037$19,854$0$235,891
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$2,221
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
PO BOX 82072, BATON ROUGE, LA 70884

Signing Officer

Name
Michael Eskridge
Title
Executive Director
Phone
2255727353
Signed
2017-02-15
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
3

Preparer

Firm
Silviowalker & Associates (llp)
Address
10985 N HARRELLS FERRY RD, BATON ROUGE, LA 70816
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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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04464
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES WITHHELD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04464
IRS990ScheduleD/TotalLiabilityAmt02221
IRS990/ScheduleJRequiredInd0false
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/TotalFunctionalExpensesGrp/ProgramServicesAmt0216037
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235891
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0111812
IRS990/TotalLiabilitiesEOYAmt0278587
IRS990/TotalLiabilitiesGrp/BOYAmt0111812
IRS990/TotalLiabilitiesGrp/EOYAmt0278587
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063515
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072275
IRS990/TotalProgramServiceExpensesAmt0216037
IRS990/TotalProgramServiceRevenueAmt0121159
IRS990/TotalReportableCompFromOrgAmt056925
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0121978
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244651
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0175327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0350862
IRS990/TravelGrp/ManagementAndGeneralAmt011
IRS990/TravelGrp/ProgramServicesAmt08101
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.ADVANCEIE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ESKRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02255727353
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCE INNOVATIVE EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0202557643
ReturnHeader/Filer/PhoneNum02255727353
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 82072
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070884
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720940824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVIOWALKER & ASSOCIATES (LLP)
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010985 N HARRELLS FERRY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070816
ReturnHeader/PreparerPersonGrp/PhoneNum02252730000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DWAYNE WALKER CPA
ReturnHeader/ReturnTs02017-04-10T19:38:38+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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