Civic Intelligence

University Preparatory Academy

990 • Fiscal year 2018 • EIN 20-3008879

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 18, 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

37th percentile

0.07x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

0.04x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

41st percentile

$103,031

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

6.4%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$3,278,936

Up $344,068 (+12%) from 2017

Net Assets

Up

$3,041,775

Up $345,580 (+13%) from 2017

Liabilities

Down

$237,161

Down $1,512 (-0.6%) from 2017

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin57th percentile

Revenue

Up

$6,555,757

Up $396,830 (+6.4%) from 2017

Expenses

Up

$6,210,177

Up $840,914 (+16%) from 2017

Net Income

Down

$345,580

Down $444,084 (-56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2018

Assets$3,278,936
Liabilities$237,161
Net Assets$3,041,775
Open 2018 Filing

Operations Trend

Revenue Growth57th 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

2018

Revenue$6,555,757
Expenses$6,210,177
Net Income$345,580
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 18, 2018
Return Version
2017v2.3
Gross Receipts
$6,555,757
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$1,945,641$2,117,162▲ $171,521
Accounts Receivable$955,625$1,074,353▲ $118,728
Prepaid Expenses and Deferred Charges$33,602$87,421▲ $53,819
Total Assets$2,934,868$3,278,936▲ $344,068
Liabilities
Accounts Payable and Accrued Expenses$238,673$237,161▼ $1,512
Total Liabilities$238,673$237,161▼ $1,512
Net Assets / Fund Balance
Unrestricted Net Assets$2,539,319$3,018,914▲ $479,595
Temporarily Rstr Net Assets$156,876$22,861▼ $134,015
Total Net Assets Fund Balance$2,696,195$3,041,775▲ $345,580
Total Liabilities and Net Assets / Fund Balance$2,934,868$3,278,936▲ $344,068
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew DaughertyTeacherFT$103,031$103,031
Daniel Ordaz SrExecutive DirectorFT$99,588$99,588
Daniel OrdazTreasurer/director of BusiFT$87,550$87,550

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$6,555,757
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$278,977
Change in Net Assets
$345,580

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,555,757
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,555,757
Total Revenue per Form 990
$6,555,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,950,840
Other Expenses$2,259,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,886,369$169,567-$3,055,936
Other Employee Benefits$685,609$22,157-$707,766
Current Officers, Directors, Trustees, and Key Employees$187,138--$187,138
Other Expenses$401,552$53,972-$53,972
Travel$19,870--$19,870
All Other Expenses$16,624$2,850-$19,474
Total Functional Expenses$5,185,844$1,024,333$0$6,210,177

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,210,177
Total Expenses per Audited Statements$6,210,177
Total Expenses per Form 990$6,210,177
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). They both have a family relationship to another employee, phyllis ordaz.”

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 Foreman
Title
President
Phone
4087231839
Signed
2018-12-18
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
56
Volunteers
60

Preparer

Firm
Squar Milner Llp
Address
3655 NOBEL DRIVE SUITE 450, SAN DIEGO, CA 92122
Preparer
Kathleen Schmidt
Phone
8585974100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Raw XML Appendix372 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/DIRECTOR OF BUSI
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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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). THEY BOTH HAVE A FAMILY RELATIONSHIP TO ANOTHER EMPLOYEE, PHYLLIS ORDAZ.
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/BOYAmt0156876
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022861
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt056
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01024333
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05185844
IRS990/TotalFunctionalExpensesGrp/TotalAmt06210177
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0238673
IRS990/TotalLiabilitiesEOYAmt0237161
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IRS990/TotalLiabilitiesGrp/EOYAmt0237161
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02696195
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03041775
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt0290169
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TravelGrp/ProgramServicesAmt019870
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WhistleblowerPolicyInd01
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08585974100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN SCHMIDT
ReturnHeader/ReturnTs02019-01-15T12:55:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,278,936
Liabilities
$237,161
Net assets
$3,041,775
Revenue
$6,555,757
Expenses
$6,210,177
Net income
$345,580
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
2018Detailed filing. Detailed filing data is available for this year.$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
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