Civic Intelligence

Academy of Personalized Learning

990 • Fiscal year 2017 • EIN 26-2489932

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.OURAPL.ORG
2195 Larkspur Lande Suite 100Redding, CA 96001

(530) 222-9275

Siviq Scores

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

Liabilities / Assets

76th percentile

0.41x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.10x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$149,813

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-6.8%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$863,229

Down $125,716 (-13%) from 2016

Net Assets

Up

$511,704

Up $140,808 (+38%) from 2016

Liabilities

Down

$351,525

Down $266,524 (-43%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin53rd percentile

Revenue

Down

$3,418,655

Down $249,588 (-6.8%) from 2016

Expenses

Down

$3,277,847

Down $492,806 (-13%) from 2016

Net Income

Up

$140,808

Up $243,218 (+237%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,871,447Liabilities 2012: $1,766,615Net Assets 2012: $104,8322012Assets 2013: $2,061,596Liabilities 2013: $1,892,717Net Assets 2013: $168,8792013Assets 2014: $2,249,788Liabilities 2014: $2,016,059Net Assets 2014: $233,7292014Assets 2015: $1,188,759Liabilities 2015: $715,453Net Assets 2015: $473,3062015Assets 2016: $988,945Liabilities 2016: $618,049Net Assets 2016: $370,8962016Assets 2017: $863,229Liabilities 2017: $351,525Net Assets 2017: $511,7042017

Highlighted filing

2017

Assets$863,229
Liabilities$351,525
Net Assets$511,704
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $3,380,5842012Expenses 2013: $3,596,6012013Revenue 2014: $3,753,702Expenses 2014: $3,688,852Net Income 2014: $64,8502014Revenue 2015: $4,005,129Expenses 2015: $3,765,552Net Income 2015: $239,5772015Revenue 2016: $3,668,243Expenses 2016: $3,770,653Net Income 2016: -$102,4102016Revenue 2017: $3,418,655Expenses 2017: $3,277,847Net Income 2017: $140,8082017

Highlighted filing

2017

Revenue$3,418,655
Expenses$3,277,847
Net Income$140,808
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$3,418,655
Mission and Program Overview

Mission

To provide a variety of innovative teaching methods and opportunities for teachers, parents, pupils, and community members to improve pupil learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$174,979$479,697▲ $304,718
Land, Buildings, and Equipment, Net$307,646$253,214▼ $54,432
Savings and Temporary Cash Investments$144,256--
Cash and Non-Interest-Bearing Accounts$285,637$108,318▼ $177,319
Prepaid Expenses and Deferred Charges$54,427--
Total Assets$988,945$863,229▼ $125,716
Other Assets Total$22,000$22,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$618,049$351,525▼ $266,524
Total Liabilities$618,049$351,525▼ $266,524
Net Assets / Fund Balance
Unrestricted Net Assets$290,268$511,704▲ $221,436
Temporarily Rstr Net Assets$80,628$0▼ $80,628
Total Net Assets Fund Balance$370,896$511,704▲ $140,808
Total Liabilities and Net Assets / Fund Balance$988,945$863,229▼ $125,716

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$127,119$236,622$363,741
Leasehold Improvements$126,095$30,312$156,407
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Patricia DoughertyExecutive DirectorFT$128,427$21,386$149,813

Board Members and Trustees

NameTitle
Christopher HuntTrustee/ President
Cheryl CalhounTrustee
Jeannette RichardsonTrustee
Marty StainbrookTrustee
Rebecca HoerberTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Young Minney Corr LLPLegal655 UNIVERSITY AVE 150, Sacramento, CA 95825$255,466
Revenue and Support

Revenue Composition

Contributions and Grants
$3,352,904
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$65,751
Change in Net Assets
$140,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,418,655
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,418,655
Total Revenue per Form 990
$3,418,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,696,096
Salaries, Compensation, and Employee Benefits$1,581,751
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$965,308$95,823-$1,061,131
Occupancy-$541,697-$541,697
Fees for Services Legal-$286,046-$286,046
Other Employee Benefits$194,918$9,392-$204,310
Fees for Services Other$154,314$39,645-$193,959
Pension Plan Contributions$131,622$12,230-$143,852
Current Officers, Directors, Trustees, and Key Employees$142,436--$142,436
Fees for Services Management-$138,529-$138,529
Office Expenses-$64,195-$64,195
Depreciation Depletion-$54,431-$54,431
Insurance-$33,549-$33,549
Payroll Taxes$25,300$4,722-$30,022
Fees for Services Accounting-$19,107-$19,107
Travel$2,439$13,236-$15,675
Advertising-$7,980-$7,980
Other Expenses$292,551$1,227-$1,227
Conferences and Meetings$108$894-$1,002
Total Functional Expenses$1,908,996$1,368,851$0$3,277,847

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,277,847
Total Expenses per Audited Statements$3,277,847
Total Expenses per Form 990$3,277,847
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
No
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 B, Line 11B

“A copy of the form 990 is presented to the board for comments and/or approval prior to filing the form.”

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

“All board members and management staff are subjected to the policy and are regularly monitored to ensure compliance. Essentially, the policy requires any conflicts be disclosed, and if a disclosed conflict is permitted, that person must recuse themselves from all decisions relating to that matter.”

Form 990, Part VI, Section B, Line 15

“The director's pay is determined by the board using independent data provided by the school's administrative services provider with local comparables.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request and at the office.”

Filing and Contact Details

Filer

Filer Name
Academy of Personalized Learning
EIN
26-2489932
Phone
5302229275
Address
2195 LARKSPUR LANDE SUITE 100, REDDING, CA 96001

Signing Officer

Name
Dr Patricia Dougherty
Title
Executive Director
Phone
5302229275
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Patricia Dougherty
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
32
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Derrick Debruyne
Phone
6268577300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There were no changes to the audit committees oversight process or selection process during the year.”

Financial Statement Notes

PART X, LINE 2:

“The academy 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 academy 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.”

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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0236622
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0363741
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03277847
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0126095
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt030312
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0156407
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03418655
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY 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 ACADEMY 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/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt03277847
IRS990ScheduleD/TotalRevenuePerForm990Amt03418655
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03418655
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03277847
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD FOR COMMENTS AND/OR APPROVAL PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS AND MANAGEMENT STAFF ARE SUBJECTED TO THE POLICY AND ARE REGULARLY MONITORED TO ENSURE COMPLIANCE. ESSENTIALLY, THE POLICY REQUIRES ANY CONFLICTS BE DISCLOSED, AND IF A DISCLOSED CONFLICT IS PERMITTED, THAT PERSON MUST RECUSE THEMSELVES FROM ALL DECISIONS RELATING TO THAT MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTOR'S PAY IS DETERMINED BY THE BOARD USING INDEPENDENT DATA PROVIDED BY THE SCHOOL'S ADMINISTRATIVE SERVICES PROVIDER WITH LOCAL COMPARABLES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND AT THE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE WERE NO CHANGES TO THE AUDIT COMMITTEES OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt080628
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0988945
IRS990/TotalAssetsEOYAmt0863229
IRS990/TotalAssetsGrp/BOYAmt0988945
IRS990/TotalAssetsGrp/EOYAmt0863229
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03352904
IRS990/TotalEmployeeCnt032
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01368851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01908996
IRS990/TotalFunctionalExpensesGrp/TotalAmt03277847
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0618049
IRS990/TotalLiabilitiesEOYAmt0351525
IRS990/TotalLiabilitiesGrp/BOYAmt0618049
IRS990/TotalLiabilitiesGrp/EOYAmt0351525
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370896
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511704
IRS990/TotalOtherCompensationAmt021386
IRS990/TotalProgramServiceExpensesAmt01908996
IRS990/TotalReportableCompFromOrgAmt0128427
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065751
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03418655
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0988945
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0863229
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt013236
IRS990/TravelGrp/ProgramServicesAmt02439
IRS990/TravelGrp/TotalAmt015675
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0290268
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0511704
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02195 LARKSPUR LANE SUITE 100
IRS990/USAddress/CityNm0REDDING
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096002
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.OURAPL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR PATRICIA DOUGHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05302229275
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACADEMY OF PERSONALIZED LEARNING
ReturnHeader/Filer/BusinessNameControlTxt0ACAD
ReturnHeader/Filer/EIN0262489932
ReturnHeader/Filer/PhoneNum05302229275
ReturnHeader/Filer/USAddress/AddressLine1Txt02195 LARKSPUR LANDE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0REDDING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0669019876132CF02A3CE857AA350DFB9D4DE5902
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F3A0751B4B17870376354205142E1E75F97C613
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:53:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERRICK DEBRUYNE
ReturnHeader/ReturnTs02018-05-15T15:28:38-05:00
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
$863,229
Liabilities
$351,525
Net assets
$511,704
Revenue
$3,418,655
Expenses
$3,277,847
Net income
$140,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.35$0.51$3.42$3.28$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.62$0.37$3.67$3.77$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.72$0.47$4.01$3.77$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.25$2.02$0.23$3.75$3.69$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$1.89$0.17$3.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$1.77$0.10$3.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits