Civic Intelligence

University Preparatory Academy

990 • Fiscal year 2017 • EIN 20-3008879

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 23, 2018

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

38th percentile

0.08x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$92,984

Higher top officer pay than 37% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

91st percentile

46%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

5.4%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,934,868

Up $924,439 (+46%) from 2016

Net Assets

Up

$2,696,195

Up $789,664 (+41%) from 2016

Liabilities

Up

$238,673

Up $134,775 (+130%) from 2016

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin71st percentile

Revenue

Up

$6,158,927

Up $317,447 (+5.4%) from 2016

Expenses

Up

$5,369,263

Up $297,398 (+5.9%) from 2016

Net Income

Up

$789,664

Up $20,049 (+2.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st 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 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

2017

Assets$2,934,868
Liabilities$238,673
Net Assets$2,696,195
Open 2017 Filing

Operations Trend

Revenue Growth52nd 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 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

2017

Revenue$6,158,927
Expenses$5,369,263
Net Income$789,664
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 23, 2018
Return Version
2016v3.0
Gross Receipts
$6,158,927
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$1,459,575$1,945,641▲ $486,066
Accounts Receivable$528,003$955,625▲ $427,622
Prepaid Expenses and Deferred Charges$22,851$33,602▲ $10,751
Total Assets$2,010,429$2,934,868▲ $924,439
Liabilities
Accounts Payable and Accrued Expenses$103,898$238,673▲ $134,775
Total Liabilities$103,898$238,673▲ $134,775
Net Assets / Fund Balance
Unrestricted Net Assets$1,857,604$2,539,319▲ $681,715
Temporarily Rstr Net Assets$48,927$156,876▲ $107,949
Total Net Assets Fund Balance$1,906,531$2,696,195▲ $789,664
Total Liabilities and Net Assets / Fund Balance$2,010,429$2,934,868▲ $924,439
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Daniel Ordaz SrExecutive DirectorFT$92,984$92,984
Daniel OrdazTreasurer/director of BusinessFT$85,000$85,000

Board Members and Trustees

NameTitle
Kurt ForemanPresident
Darnella AulaniDirector
James RomeroDirector
Patrick DunkleyDirector
Roberto HernandezDirector
Dorothy WesterhoffSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,158,927
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$245,268
Change in Net Assets
$789,664

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,158,927
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,158,927
Total Revenue per Form 990
$6,158,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,461,559
Other Expenses$1,907,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,630,888$86,692-$2,717,580
Other Employee Benefits$551,104$14,891-$565,995
Current Officers, Directors, Trustees, and Key Employees$177,984--$177,984
Other Expenses$339,153$49,615-$49,615
All Other Expenses$16,094$2,721-$18,815
Travel$14,425--$14,425
Total Functional Expenses$4,655,296$713,967$0$5,369,263

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,369,263
Total Expenses per Audited Statements$5,369,263
Total Expenses per Form 990$5,369,263
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

“Daniel ordaz, sr. (executive director) is the father of daniel ordaz (treasurer)”

Form 990, Part VI, Section B, Line 11B

“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
2018-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Foreman
Formed
2005
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
59
Volunteers
60

Preparer

Firm
Squar Milner Llp
Address
3655 NOBEL DRIVE SUITE 450, SAN DIEGO, CA 92122
Preparer
James a Rotherham CPA
Phone
8585974100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Raw XML Appendix373 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0103898
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0238673
IRS990/AccountsReceivableGrp/BOYAmt0528003
IRS990/AccountsReceivableGrp/EOYAmt0955625
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PREPARE STUDENTS TO ENTER AND EXCEL IN THE BEST COLLEGES AND UNIVERSITIES IN THE NATION.
IRS990/AllOtherContributionsAmt0245268
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02721
IRS990/AllOtherExpensesGrp/ProgramServicesAmt016094
IRS990/AllOtherExpensesGrp/TotalAmt018815
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EDTEC LLC
IRS990/BooksInCareOfDetail/PhoneNum05106633500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01410-A 62ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0EMERYVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094608
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01459575
IRS990/CashNonInterestBearingGrp/EOYAmt01945641
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0177984
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0177984
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06158927
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01907704
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0789664
IRS990/CYSalariesCompEmpBnftPaidAmt03461559
IRS990/CYTotalExpensesAmt05369263
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06158927
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0OPERATION OF A PUBLIC CHARTER SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt059
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04655296
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0KURT FOREMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL ORDAZ
IRS990/Form990PartVIISectionAGrp/PersonNm2DOROTHY WESTERHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICK DUNKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERTO HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES ROMERO
IRS990/Form990PartVIISectionAGrp/PersonNm6DARNELLA AULANI
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL ORDAZ SR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt185000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt792984
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/DIRECTOR OF BUSINESS
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt05913659
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06158927
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01906531
IRS990/NetAssetsOrFundBalancesEOYAmt02696195
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014891
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0551104
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0565995
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL/CONSULTING
IRS990/OtherExpensesGrp/Desc1RENTAL, LEASES & REPAIR
IRS990/OtherExpensesGrp/Desc2BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc3DIRECT COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0181385
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1334468
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt244195
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt349615
IRS990/OtherExpensesGrp/ProgramServicesAmt0587168
IRS990/OtherExpensesGrp/ProgramServicesAmt1338480
IRS990/OtherExpensesGrp/ProgramServicesAmt2339153
IRS990/OtherExpensesGrp/TotalAmt0768553
IRS990/OtherExpensesGrp/TotalAmt1672948
IRS990/OtherExpensesGrp/TotalAmt2383348
IRS990/OtherExpensesGrp/TotalAmt349615
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt086692
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02630888
IRS990/OtherSalariesAndWagesGrp/TotalAmt02717580
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022851
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033602
IRS990/PrincipalOfficerNm0KURT FOREMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05841480
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01898073
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0769615
IRS990/PYSalariesCompEmpBnftPaidAmt03173792
IRS990/PYTotalExpensesAmt05071865
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05841480
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0789664
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05369263
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06158927
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05369263
IRS990ScheduleD/TotalRevenuePerForm990Amt06158927
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06158927
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05369263
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/ExplanationTxt0DANIEL 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 11B
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/BOYAmt048927
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0156876
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02010429
IRS990/TotalAssetsEOYAmt02934868
IRS990/TotalAssetsGrp/BOYAmt02010429
IRS990/TotalAssetsGrp/EOYAmt02934868
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06158927
IRS990/TotalEmployeeCnt059
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0713967
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04655296
IRS990/TotalFunctionalExpensesGrp/TotalAmt05369263
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0103898
IRS990/TotalLiabilitiesEOYAmt0238673
IRS990/TotalLiabilitiesGrp/BOYAmt0103898
IRS990/TotalLiabilitiesGrp/EOYAmt0238673
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01906531
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02696195
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04655296
IRS990/TotalReportableCompFromOrgAmt0177984
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06158927
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02010429
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02934868
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt014425
IRS990/TravelGrp/TotalAmt014425
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01857604
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02539319
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02315 CANOAS GARDEN AVENUE
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095125
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.UPASV.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT J FOREMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04087231839
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-23
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08FFD3DEB13119299650C8ED4D580994B4A2E3CB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09CFA8EC8EDC3A6558BC50779FE750177FC1EC7C1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.38.18.164
ReturnHeader/FilingSecurityInformation/IPDt02018-01-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:00:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03655 NOBEL DRIVE SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08585974100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A ROTHERHAM CPA
ReturnHeader/ReturnTs02018-04-16T20:18:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,934,868
Liabilities
$238,673
Net assets
$2,696,195
Revenue
$6,158,927
Expenses
$5,369,263
Net income
$789,664
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
2017Detailed filing. Detailed filing data is available for this year.$2.93$0.24$2.70$6.16$5.37$0.79
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