Civic Intelligence

Arise High School

990 • Fiscal year 2016 • EIN 20-8887944

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

3301 East 12th StreetOakland, CA 94601

(510) 436-5487

Siviq Scores

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

Liabilities / Assets

69th percentile

0.30x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.10x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$56,102

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

95th percentile

99%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,124,846

Up $559,370 (+99%) from 2015

Net Assets

Up

$786,775

Up $458,407 (+140%) from 2015

Liabilities

Up

$338,071

Up $100,963 (+43%) from 2015

Revenue

Up

$3,293,087

Up $437,024 (+15%) from 2015

Expenses

Up

$2,834,680

Up $480,068 (+20%) from 2015

Net Income

Down

$458,407

Down $43,044 (-8.6%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $196,731Liabilities 2010: $561,640Net Assets 2010: -$364,9092010Assets 2012: $405,312Liabilities 2012: $474,526Net Assets 2012: -$69,2142012Assets 2013: $167,919Liabilities 2013: $454,115Net Assets 2013: -$286,1962013Assets 2014: $723,734Liabilities 2014: $896,817Net Assets 2014: -$173,0832014Assets 2015: $565,476Liabilities 2015: $237,108Net Assets 2015: $328,3682015Assets 2016: $1,124,846Liabilities 2016: $338,071Net Assets 2016: $786,7752016Assets 2017: $1,610,256Liabilities 2017: $183,190Net Assets 2017: $1,427,0662017Assets 2018: $2,023,693Liabilities 2018: $149,742Net Assets 2018: $1,873,9512018Assets 2019: $1,853,256Liabilities 2019: $188,419Net Assets 2019: $1,664,8372019Assets 2020: $2,889,380Liabilities 2020: $1,330,602Net Assets 2020: $1,558,7782020Assets 2021: $3,967,211Liabilities 2021: $1,865,349Net Assets 2021: $2,101,8622021Assets 2022: $3,544,698Liabilities 2022: $1,662,444Net Assets 2022: $1,882,2542022Assets 2023: $5,280,070Liabilities 2023: $3,339,381Net Assets 2023: $1,940,6892023Assets 2024: $6,073,964Liabilities 2024: $4,471,899Net Assets 2024: $1,602,0652024Assets 2025: $6,090,511Liabilities 2025: $4,522,351Net Assets 2025: $1,568,1602025

Highlighted filing

2016

Assets$1,124,846
Liabilities$338,071
Net Assets$786,775

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,876,7512010Revenue 2012: $2,812,449Expenses 2012: $2,883,737Net Income 2012: -$71,2882012Expenses 2013: $2,496,4012013Revenue 2014: $2,614,560Expenses 2014: $2,602,619Net Income 2014: $11,9412014Revenue 2015: $2,856,063Expenses 2015: $2,354,612Net Income 2015: $501,4512015Revenue 2016: $3,293,087Expenses 2016: $2,834,680Net Income 2016: $458,4072016Revenue 2017: $4,094,228Expenses 2017: $3,453,937Net Income 2017: $640,2912017Revenue 2018: $4,303,430Expenses 2018: $3,856,545Net Income 2018: $446,8852018Revenue 2019: $4,937,538Expenses 2019: $5,146,652Net Income 2019: -$209,1142019Revenue 2020: $5,448,350Expenses 2020: $5,499,484Net Income 2020: -$51,1342020Revenue 2021: $6,652,151Expenses 2021: $6,109,067Net Income 2021: $543,0842021Revenue 2022: $7,859,680Expenses 2022: $8,079,288Net Income 2022: -$219,6082022Revenue 2023: $9,413,887Expenses 2023: $9,355,452Net Income 2023: $58,4352023Revenue 2024: $9,863,093Expenses 2024: $10,201,717Net Income 2024: -$338,6242024Revenue 2025: $9,943,130Expenses 2025: $9,977,035Net Income 2025: -$33,9052025

Highlighted filing

2016

Revenue$3,293,087
Expenses$2,834,680
Net Income$458,407
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 27, 2017
Return Version
2015v3.0
Gross Receipts
$3,293,087
Mission and Program Overview

Mission

To empower ourselves with the knowledge, skills, and agency to become highly educated, humanizing, critically conscious, intellectual, and reflective leaders in our community.

The mission of arise high school is to empower students with the skills and knowledge to pursue higher education and become leaders in the world. Arise high school will also provide an environment for training educators to become leaders in secondary school reform.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$179,831$735,444▲ $555,613
Accounts Receivable$370,683$374,779▲ $4,096
Prepaid Expenses and Deferred Charges$11,400$11,400→ $0
Land, Buildings, and Equipment, Net$3,562$3,223▼ $339
Total Assets$565,476$1,124,846▲ $559,370
Liabilities
Accounts Payable and Accrued Expenses$177,107$146,442▼ $30,665
Other Liabilities-$143,556-
Deferred Revenue-$48,073-
Mortgage Notes Payable Secured by Investment Property$30,001--
Unsecured Notes Loans Payable$30,000--
Total Liabilities$237,108$338,071▲ $100,963
Net Assets / Fund Balance
Unrestricted Net Assets$275,008$733,415▲ $458,407
Temporarily Rstr Net Assets$53,360$53,360→ $0
Total Net Assets Fund Balance$328,368$786,775▲ $458,407
Total Liabilities and Net Assets / Fund Balance$565,476$1,124,846▲ $559,370

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,223$11,864$15,087
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mac EstersMemberFT$48,045$8,057$56,102

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,245,938
Program Service Revenue
$0
Investment Income
$87
Other Revenue
$47,062
All Other Contributions
$16,415
Change in Net Assets
$458,407

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,293,087
Total Revenue per Audited Statements
$3,293,087
Total Revenue per Form 990
$3,293,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,786,011
Other Expenses$1,048,669
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,047,243$116,100-$1,163,343
Fees for Services Other$338,264$50,545-$388,809
Occupancy$315,989--$315,989
Current Officers, Directors, Trustees, and Key Employees$232,914$79,369-$312,283
Other Employee Benefits$219,286$28,586-$247,872
Payroll Taxes$54,386$8,127-$62,513
Other Expenses$49,020$7,325-$56,345
Information Technology$35,334$5,280-$40,614
Office Expenses$20,811$8,100-$28,911
Insurance-$17,857-$17,857
Travel$13,535$2,022-$15,557
Fees for Services Accounting-$8,820-$8,820
Interest-$2,509-$2,509
Fees for Services Legal-$1,217-$1,217
Depreciation Depletion$339--$339
Total Functional Expenses$2,498,823$335,857$0$2,834,680

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,834,680
Total Expenses per Audited Statements$2,834,680
Total Expenses per Form 990$2,834,680
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
Line of Credit$143,556
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, Page 6, Part VI, Line 11B

Form 990 is distributed electronically to all governing board members and formerly adopted at the next board meeting.

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

All board members disclose all potential conflicts of interest at the beginning of their term and each year.

Form 990, Page 6, Part VI, Line 15A

Compensation for these positions is determined by the governing board adopted administrator salary rubric. The salary rubric is adopted and reviewed by the board leveraging input from outside independent resources like the california charter school association.

Form 990, Page 6, Part VI, Line 15B

Compensation for these positions is determined by the governing board adopted administrator salary rubric. The salary rubric is adopted and reviewed by the board leveraging input from outside independent resources like the california charter school association.

Form 990, Page 6, Part VI, Line 19

All documents are available in the central office for review, request or copies.

Filing and Contact Details

Filer

Filer Name
Arise High School
EIN
20-8887944
Phone
5104365487
Address
3301 EAST 12TH STREET, OAKLAND, CA 94601

Signing Officer

Name
Kristin Alvarez
Title
President
Phone
5104365487
Signed
2017-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Alvarez
Formed
2007
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
46
Volunteers
25

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees for services 338,264 50,545 0

Financial Statement Notes

Schedule D, Page 3, Part X

The school is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.

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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/OtherLiabilitiesOrgGrp/Amt0143556
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/RevenueSubtotalAmt03293087
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt02834680
IRS990ScheduleD/TotalLiabilityAmt0143556
IRS990ScheduleD/TotalRevenuePerForm990Amt03293087
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS, ENROLLMENT MATERIALS AND IN OUR CHARTER AS A PUBLIC SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, CHARTER RECEIVES A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL GOVERNING BOARD MEMBERS AND FORMERLY ADOPTED AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST AT THE BEGINNING OF THEIR TERM AND EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THESE POSITIONS IS DETERMINED BY THE GOVERNING BOARD ADOPTED ADMINISTRATOR SALARY RUBRIC. THE SALARY RUBRIC IS ADOPTED AND REVIEWED BY THE BOARD LEVERAGING INPUT FROM OUTSIDE INDEPENDENT RESOURCES LIKE THE CALIFORNIA CHARTER SCHOOL ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR THESE POSITIONS IS DETERMINED BY THE GOVERNING BOARD ADOPTED ADMINISTRATOR SALARY RUBRIC. THE SALARY RUBRIC IS ADOPTED AND REVIEWED BY THE BOARD LEVERAGING INPUT FROM OUTSIDE INDEPENDENT RESOURCES LIKE THE CALIFORNIA CHARTER SCHOOL ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE IN THE CENTRAL OFFICE FOR REVIEW, REQUEST OR COPIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER FEES FOR SERVICES 338,264 50,545 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
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IRS990/WebsiteAddressTxt0WWW.ARISEHIGHSCHOOL.ORG
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN ALVAREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05104365487
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARISE HIGH SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ARIS
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ReturnHeader/Filer/PhoneNum05104365487
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ReturnHeader/Filer/USAddress/CityNm0OAKLAND
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ReturnHeader/Filer/USAddress/ZIPCd094601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN CPA
ReturnHeader/ReturnTs02017-05-10T14:15:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.09$4.52$1.57$9.94$9.98$0.03
2024Detailed filing. Detailed filing data is available for this year.$6.07$4.47$1.60$9.86$10.2$0.34
2023Detailed filing. Detailed filing data is available for this year.$5.28$3.34$1.94$9.41$9.36$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.54$1.66$1.88$7.86$8.08$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.97$1.87$2.10$6.65$6.11$0.54
2020Detailed filing. Detailed filing data is available for this year.$2.89$1.33$1.56$5.45$5.50$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.19$1.66$4.94$5.15$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.15$1.87$4.30$3.86$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.18$1.43$4.09$3.45$0.64
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.34$0.79$3.29$2.83$0.46
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.24$0.33$2.86$2.35$0.50
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.90$0.17$2.61$2.60$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.45$0.29$2.50
2012Summary only. Only limited summary data is available for this year.$0.41$0.47$0.07$2.81$2.88$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.56$0.36$1.88