Civic Intelligence

Crossroads Academy Inc.

990 • Fiscal year 2017 • EIN 20-3299844

Aug 01, 2016 to Jul 31, 2017 • Filed on Jul 11, 2017

3681 NE 7th StreetOcala, FL 34470

(352) 694-4466

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.10x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

38th percentile

-0.3%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$43,353

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-0.4%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$181,584

Down $175 (-0.1%) from 2016

Net Assets

Down

$164,322

Down $2,625 (-1.6%) from 2016

Liabilities

Up

$17,262

Up $2,450 (+17%) from 2016

Revenue

Down

$796,741

Down $3,577 (-0.4%) from 2016

Expenses

Up

$799,410

Up $43,850 (+5.8%) from 2016

Net Income

Down

-$2,669

Down $47,427 (-106%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $43,848Liabilities 2010: $43,377Net Assets 2010: $4712010Assets 2011: $96,576Liabilities 2011: $56,372Net Assets 2011: $40,2042011Assets 2012: $166,348Liabilities 2012: $18,527Net Assets 2012: $147,8212012Assets 2013: $146,093Liabilities 2013: $40,279Net Assets 2013: $105,8142013Assets 2014: $169,975Liabilities 2014: $21,278Net Assets 2014: $148,6972014Assets 2015: $160,353Liabilities 2015: $38,164Net Assets 2015: $122,1892015Assets 2016: $181,759Liabilities 2016: $14,812Net Assets 2016: $166,9472016Assets 2017: $181,584Liabilities 2017: $17,262Net Assets 2017: $164,3222017Assets 2018: $197,105Liabilities 2018: $49,939Net Assets 2018: $147,1662018Assets 2019: $227,428Liabilities 2019: $50,957Net Assets 2019: $176,4712019Assets 2020: $295,682Liabilities 2020: $167,114Net Assets 2020: $128,5682020Assets 2021: $367,052Liabilities 2021: $270,485Net Assets 2021: $96,5672021Assets 2022: $354,835Liabilities 2022: $38,851Net Assets 2022: $315,9842022Assets 2023: $532,485Liabilities 2023: $16,544Net Assets 2023: $515,9412023

Highlighted filing

2017

Assets$181,584
Liabilities$17,262
Net Assets$164,322

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $348,7482010Revenue 2011: $423,240Expenses 2011: $373,572Net Income 2011: $49,6682011Expenses 2012: $490,8362012Expenses 2013: $608,4782013Revenue 2014: $735,607Expenses 2014: $692,724Net Income 2014: $42,8832014Revenue 2015: $734,187Expenses 2015: $760,695Net Income 2015: -$26,5082015Revenue 2016: $800,318Expenses 2016: $755,560Net Income 2016: $44,7582016Revenue 2017: $796,741Expenses 2017: $799,410Net Income 2017: -$2,6692017Revenue 2018: $738,527Expenses 2018: $756,046Net Income 2018: -$17,5192018Revenue 2019: $736,286Expenses 2019: $706,981Net Income 2019: $29,3052019Revenue 2020: $760,835Expenses 2020: $808,738Net Income 2020: -$47,9032020Revenue 2021: $802,654Expenses 2021: $834,655Net Income 2021: -$32,0012021Revenue 2022: $1,292,790Expenses 2022: $1,077,948Net Income 2022: $214,8422022Revenue 2023: $1,464,961Expenses 2023: $1,265,004Net Income 2023: $199,9572023

Highlighted filing

2017

Revenue$796,741
Expenses$799,410
Net Income-$2,669
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jul 11, 2017
Return Version
2016v3.1
Gross Receipts
$802,096
Mission and Program Overview

Mission

One hundred ten students with reading disabilities/ disorders are provided with specialized schooling in a small classroom setting, preparing them to return to regular public/private schools.

Ninety-five students with reading disabilities/disorders are provided with specialized schooling in a small classroom setting, preparing them to return to regular public/private schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$132,018$138,554▲ $6,536
Land, Buildings, and Equipment, Net$44,594$42,853▼ $1,741
Other Notes and Loans Receivable, Net-$600-
Cash and Non-Interest-Bearing Accounts$4,744$-826▼ $5,570
Total Assets$181,759$181,584▼ $175
Other Assets Total$403$403→ $0
Liabilities
Other Liabilities$13,738$16,188▲ $2,450
Accounts Payable and Accrued Expenses$1,074$1,074→ $0
Total Liabilities$14,812$17,262▲ $2,450
Net Assets / Fund Balance
Unrestricted Net Assets$166,947$164,322▼ $2,625
Total Net Assets Fund Balance$166,947$164,322▼ $2,625
Total Liabilities and Net Assets / Fund Balance$181,759$181,584▼ $175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary Beth AndersonExecutive DiFT$43,353$43,353
Colleen WebberSecretaryFT$36,700$36,700
Joann LeidallVice Preside-$36,278$36,278

Board Members and Trustees

NameTitle
Michelle DemezaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,850
Program Service Revenue
$766,558
Investment Income
$0
Other Revenue
$18,333
All Other Contributions
$11,850
Change in Net Assets
$-2,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$575,526
Other Expenses$223,884
Total Fundraising Expense$4
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$445,531$88,823-$534,354
Occupancy$72,572$11,632-$84,204
Payroll Taxes$34,025$7,147-$41,172
All Other Expenses$25,298$7,970$4$33,272
Fees for Services Legal$500$17,717-$18,217
Insurance$12,447--$12,447
Other Expenses$10,008$6,521-$10,008
Depreciation Depletion$3,873--$3,873
Fees for Services Accounting$3,725--$3,725
Interest-$1,983-$1,983
Total Functional Expenses$657,613$141,793$4$799,410
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$23,688
Gaming Direct Expenses$5,355
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
Credit Card Payable - Regions$7,456
Credti Card Payable - Boa$4,471
Due to Joann Leidall$2,500
Due to Marcia De Meza$2,210
Direct Deposit Liabilities$1,013
Due to Mary Beth Anderson$486
SAM'S CARD PAYABLE$413
Payroll Liabilities$-2,361
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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 2

Michelle demeza mary beth anderson treasurer president siblings

Form 990, Page 6, Part VI, Line 11B

As dictated by the organizations by-laws a regular meeting schedule has been established. At minimum the board of directors meets annually to review and discuss the form 990. As part of the by-laws the treasurer is required to review monthly financial statements prior to the submission ot the board of directors.

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

Periodic reviews of vendor arrangements are conducted to determine adherence to the policy

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Crossroads Academy Inc
EIN
20-3299844
Phone
3526944466
Address
3681 NE 7TH STREET, OCALA, FL 34470

Signing Officer

Name
Mary Beth Anderson
Title
Executive Director
Phone
3526944466
Signed
2017-07-11

Organization Details

Principal Officer
Mary Beth Anderson
Formed
2005
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
3
Employees
27
Volunteers
5

Preparer

Firm
Villela & Shilts LLC
Address
910 SW 1ST AVENUE STE 201, OCALA, FL 34471-0904
Preparer
Walter Villela CPA
Phone
8448506166
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provided 95 students who have reading disabilities/disorders with specialized schooling in a small classroom setting, in order to prepare them for return to regular public/private schools.

Raw XML Appendix387 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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IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING ADVERTISEMENT WAS POSTED IN THE OCALA STAR-BANNER. "CROSSROADS ACADEMY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL ORIGIN AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES,PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND OTHER SCHOOL-ADMINISTERED PROGRAMS."
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt05355
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt023688
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt023688
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt018333
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt05355
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt05355
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0MARY BETH ANDERSON
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt03681 NE 7TH ST
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0OCALA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0FL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd034470
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0ANDERSON PROPERTIES LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SPOUSE'S LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDED 95 STUDENTS WHO HAVE READING DISABILITIES/DISORDERS WITH SPECIALIZED SCHOOLING IN A SMALL CLASSROOM SETTING, IN ORDER TO PREPARE THEM FOR RETURN TO REGULAR PUBLIC/PRIVATE SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MICHELLE DEMEZA MARY BETH ANDERSON TREASURER PRESIDENT SIBLINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS DICTATED BY THE ORGANIZATIONS BY-LAWS A REGULAR MEETING SCHEDULE HAS BEEN ESTABLISHED. AT MINIMUM THE BOARD OF DIRECTORS MEETS ANNUALLY TO REVIEW AND DISCUSS THE FORM 990. AS PART OF THE BY-LAWS THE TREASURER IS REQUIRED TO REVIEW MONTHLY FINANCIAL STATEMENTS PRIOR TO THE SUBMISSION OT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PERIODIC REVIEWS OF VENDOR ARRANGEMENTS ARE CONDUCTED TO DETERMINE ADHERENCE TO THE POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0181759
IRS990/TotalAssetsEOYAmt0181584
IRS990/TotalAssetsGrp/BOYAmt0181759
IRS990/TotalAssetsGrp/EOYAmt0181584
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011850
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0141793
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0657613
IRS990/TotalFunctionalExpensesGrp/TotalAmt0799410
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014812
IRS990/TotalLiabilitiesEOYAmt017262
IRS990/TotalLiabilitiesGrp/BOYAmt014812
IRS990/TotalLiabilitiesGrp/EOYAmt017262
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0166947
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0164322
IRS990/TotalProgramServiceExpensesAmt0657613
IRS990/TotalProgramServiceRevenueAmt0766558
IRS990/TotalReportableCompFromOrgAmt0116331
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0784891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0796741
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0181759
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0181584
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0166947
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0164322
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03681 NE 7TH ST
IRS990/USAddress/CityNm0OCALA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034470
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.CROSSROADSACADEMYOCALA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BETH ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03526944466
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CROSSROADS ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0CROS
ReturnHeader/Filer/EIN0203299844
ReturnHeader/Filer/PhoneNum03526944466
ReturnHeader/Filer/USAddress/AddressLine1Txt03681 NE 7TH STREET
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034470
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId012828F9BF5F8A2F4E6AC5D1F93A0126DA5A2B262
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId005396D4764E2A4B74AE5DCCC61BED8F4A7D3A792
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383969492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VILLELA & SHILTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0910 SW 1ST AVENUE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCALA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0344710904
ReturnHeader/PreparerPersonGrp/PhoneNum08448506166
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER VILLELA CPA
ReturnHeader/ReturnTs02018-07-13T08:44:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.53$0.02$0.52$1.46$1.27$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.04$0.32$1.29$1.08$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.27$0.10$0.80$0.83$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.17$0.13$0.76$0.81$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.05$0.18$0.74$0.71$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.05$0.15$0.74$0.76$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$0.80$0.80$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$0.80$0.76$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.04$0.12$0.73$0.76$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.74$0.69$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.04$0.11$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.02$0.15$0.49
2011Summary only. Only limited summary data is available for this year.$0.10$0.06$0.04$0.42$0.37$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.00$0.35