Civic Intelligence

University Preparatory Academy

990 • Fiscal year 2016 • EIN 20-3008879

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 27, 2017

Organization ProfileWWW.UPASV.ORG
2315 Canoas Garden AvenueSan Jose, CA 95125

(408) 723-1839

Siviq Scores

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

Liabilities / Assets

31st percentile

0.05x

Higher debt load relative to assets than 31% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

33rd percentile

$85,811

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

94th percentile

60%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

33%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$2,010,429

Flat from 2016

Net Assets

Flat

$1,906,531

Flat from 2016

Liabilities

Flat

$103,898

Flat from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin74th percentile

Revenue

Flat

$5,841,480

Flat from 2016

Expenses

Flat

$5,071,865

Flat from 2016

Net Income

Flat

$769,615

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$10M$5.0M$0Assets 2011: $823,066Liabilities 2011: $375,508Net Assets 2011: $447,5582011Assets 2012: $1,238,283Liabilities 2012: $325,191Net Assets 2012: $913,0922012Assets 2013: $1,403,600Liabilities 2013: $430,131Net Assets 2013: $973,4692013Assets 2014: $1,209,111Liabilities 2014: $200,156Net Assets 2014: $1,008,9552014Assets 2015: $1,256,131Liabilities 2015: $119,215Net Assets 2015: $1,136,9162015Assets 2016: $2,010,429Liabilities 2016: $103,898Net Assets 2016: $1,906,5312016Assets 2016: $2,010,429Liabilities 2016: $103,898Net Assets 2016: $1,906,5312016Assets 2017: $2,934,868Liabilities 2017: $238,673Net Assets 2017: $2,696,1952017Assets 2018: $3,278,936Liabilities 2018: $237,161Net Assets 2018: $3,041,7752018Assets 2019: $3,896,380Liabilities 2019: $224,019Net Assets 2019: $3,672,3612019Assets 2020: $5,033,916Liabilities 2020: $1,135,965Net Assets 2020: $3,897,9512020Assets 2021: $5,165,200Liabilities 2021: $460,660Net Assets 2021: $4,704,5402021Assets 2022: $5,413,191Liabilities 2022: $551,410Net Assets 2022: $4,861,7812022Assets 2023: $9,546,370Liabilities 2023: $4,620,005Net Assets 2023: $4,926,3652023Assets 2024: $8,129,793Liabilities 2024: $2,622,614Net Assets 2024: $5,507,1792024

Highlighted filing

2016

Assets$2,010,429
Liabilities$103,898
Net Assets$1,906,531
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$15M$10M$5.0M$0Revenue 2011: $2,852,541Expenses 2011: $2,560,186Net Income 2011: $292,3552011Revenue 2012: $3,319,621Expenses 2012: $2,854,087Net Income 2012: $465,5342012Expenses 2013: $3,541,0072013Revenue 2014: $4,049,554Expenses 2014: $4,014,068Net Income 2014: $35,4862014Revenue 2015: $4,386,747Expenses 2015: $4,258,786Net Income 2015: $127,9612015Revenue 2016: $5,841,480Expenses 2016: $5,071,865Net Income 2016: $769,6152016Revenue 2016: $5,841,480Expenses 2016: $5,071,865Net Income 2016: $769,6152016Revenue 2017: $6,158,927Expenses 2017: $5,369,263Net Income 2017: $789,6642017Revenue 2018: $6,555,757Expenses 2018: $6,210,177Net Income 2018: $345,5802018Revenue 2019: $7,310,261Expenses 2019: $6,679,675Net Income 2019: $630,5862019Revenue 2020: $7,526,120Expenses 2020: $7,300,530Net Income 2020: $225,5902020Revenue 2021: $8,858,446Expenses 2021: $8,051,857Net Income 2021: $806,5892021Revenue 2022: $9,269,453Expenses 2022: $9,112,212Net Income 2022: $157,2412022Revenue 2023: $10,587,963Expenses 2023: $10,523,379Net Income 2023: $64,5842023Revenue 2024: $10,926,379Expenses 2024: $10,345,565Net Income 2024: $580,8142024

Highlighted filing

2016

Revenue$5,841,480
Expenses$5,071,865
Net Income$769,615
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 27, 2017
Return Version
2015v3.0
Gross Receipts
$5,841,480
Mission and Program Overview

Mission

To prepare students to enter and excel in the best colleges and universities in the nation, while providing a strong, supportive, small school environment in order for these students to excel academically.

To prepare students to enter and excel in the best colleges and universities in the nation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$743,487$1,459,575▲ $716,088
Accounts Receivable$492,918$528,003▲ $35,085
Prepaid Expenses and Deferred Charges$19,726$22,851▲ $3,125
Total Assets$1,256,131$2,010,429▲ $754,298
Liabilities
Accounts Payable and Accrued Expenses$119,215$103,898▼ $15,317
Total Liabilities$119,215$103,898▼ $15,317
Net Assets / Fund Balance
Unrestricted Net Assets$1,136,916$1,857,604▲ $720,688
Temporarily Rstr Net Assets-$48,927-
Total Net Assets Fund Balance$1,136,916$1,906,531▲ $769,615
Total Liabilities and Net Assets / Fund Balance$1,256,131$2,010,429▲ $754,298
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Treasurer Bus Ops DirectorTreasurerFT$85,811$85,811
Daniel Ordaz SrExecutive DirectorFT$85,000$85,000

Board Members and Trustees

NameTitle
Kurt ForemanPresident
Darnella AulaniDirector
James RomeroDirector
Patrick DunkleyDirector
Richard PfaffDirector
Roberto HernandezDirector
Dorothy WesterhoffSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Edtec LLCBack Office1410-A 62ND STREET, Emeryville, CA 94608$137,060
Revenue and Support

Revenue Composition

Contributions and Grants
$5,841,480
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$309,379
Change in Net Assets
$769,615

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,841,480
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,841,480
Total Revenue per Form 990
$5,841,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,173,792
Other Expenses$1,898,073
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,398,173$98,393-$2,496,566
Other Employee Benefits$489,881$16,534-$506,415
Current Officers, Directors, Trustees, and Key Employees$170,811--$170,811
Other Expenses$425,657$45,767-$45,767
Travel$33,808--$33,808
All Other Expenses$13,013$2,001-$15,014
Total Functional Expenses$4,507,957$563,908$0$5,071,865

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,071,865
Total Expenses per Audited Statements$5,071,865
Total Expenses per Form 990$5,071,865
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 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, Part VI, Section A, Line 2

“Line 2 explanation - daniel ordaz, sr. (executive director) is the father of daniel ordaz (treasurer)”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the signing officer and by the accounting support contractors.”

Form 990, Part VI, Section B, Line 12C

“The organization monitors annual disclosure statements from organization personnel.”

Form 990, Part VI, Section B, Line 15

“The board approves compensation after looking at the compensation survery.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
University Preparatory Academy
EIN
20-3008879
Phone
4087231839
Address
2315 CANOAS GARDEN AVENUE, SAN JOSE, CA 95125

Signing Officer

Name
Kurt J Foreman
Title
President
Phone
4087231839
Signed
2017-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Foreman
Formed
2005
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
58
Volunteers
60

Preparer

Firm
Squar Milner Llp
Address
11717 BERNARDO PLAZA COURT SUITE, 215, SAN DIEGO, CA 92128
Preparer
James a Rotherham CPA
Phone
8584875751
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Raw XML Appendix380 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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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05841480
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05071865
IRS990ScheduleD/TotalRevenuePerForm990Amt05841480
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05841480
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05071865
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS AND ENROLLMENT MATERIALS, AND OUR CHARTER AS A PUBLIC SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2 EXPLANATION - DANIEL ORDAZ, SR. (EXECUTIVE DIRECTOR) IS THE FATHER OF DANIEL ORDAZ (TREASURER)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE SIGNING OFFICER AND BY THE ACCOUNTING SUPPORT CONTRACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS ANNUAL DISCLOSURE STATEMENTS FROM ORGANIZATION PERSONNEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD APPROVES COMPENSATION AFTER LOOKING AT THE COMPENSATION SURVERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt048927
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01256131
IRS990/TotalAssetsEOYAmt02010429
IRS990/TotalAssetsGrp/BOYAmt01256131
IRS990/TotalAssetsGrp/EOYAmt02010429
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05841480
IRS990/TotalEmployeeCnt058
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0563908
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04507957
IRS990/TotalFunctionalExpensesGrp/TotalAmt05071865
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0119215
IRS990/TotalLiabilitiesEOYAmt0103898
IRS990/TotalLiabilitiesGrp/BOYAmt0119215
IRS990/TotalLiabilitiesGrp/EOYAmt0103898
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01136916
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01906531
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04507957
IRS990/TotalReportableCompFromOrgAmt0170811
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05841480
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01256131
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02010429
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt033808
IRS990/TravelGrp/TotalAmt033808
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01136916
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01857604
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02315 CANOAS GARDEN AVENUE
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095125
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.UPASV.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT J FOREMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04087231839
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY PREPARATORY ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0203008879
ReturnHeader/Filer/PhoneNum04087231839
ReturnHeader/Filer/USAddress/AddressLine1Txt02315 CANOAS GARDEN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011717 BERNARDO PLAZA COURT SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08584875751
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A ROTHERHAM CPA
ReturnHeader/ReturnTs02017-01-27T16:57:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,010,429
Liabilities
$103,898
Net assets
$1,906,531
Revenue
$5,841,480
Expenses
$5,071,865
Net income
$769,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$2.62$5.51$10.9$10.3$0.58
2023Summary only. Only limited summary data is available for this year.$9.55$4.62$4.93$10.6$10.5$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.55$4.86$9.27$9.11$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.46$4.70$8.86$8.05$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$1.14$3.90$7.53$7.30$0.23
2019Summary only. Only limited summary data is available for this year.$3.90$0.22$3.67$7.31$6.68$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.24$3.04$6.56$6.21$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.24$2.70$6.16$5.37$0.79
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.10$1.91$5.84$5.07$0.77
2016Summary only. Only limited summary data is available for this year.$2.01$0.10$1.91$5.84$5.07$0.77
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.12$1.14$4.39$4.26$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.20$1.01$4.05$4.01$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.43$0.97$3.54
2012Summary only. Only limited summary data is available for this year.$1.24$0.33$0.91$3.32$2.85$0.47
2011Summary only. Only limited summary data is available for this year.$0.82$0.38$0.45$2.85$2.56$0.29