Civic Intelligence

Living Oaks Middle School Academic Alliance Inc.

990EZ • Fiscal year 2014 • EIN 27-0232033

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 19, 2014

980 Lodestone CT91320

(805) 432-1023

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

40th percentile

-0.2%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$116,765

Down $2,214 (-1.9%) from 2013

Net Assets

Down

$116,765

Down $359 (-0.3%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$144,827

Down $22,652 (-14%) from 2013

Expenses

Up

$145,186

Up $1,958 (+1.4%) from 2013

Net Income

Down

-$359

Down $24,610 (-101%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $99,218Liabilities 2012: $6,345Net Assets 2012: $92,8732012Assets 2013: $118,979Liabilities 2013: $1,855Net Assets 2013: $117,1242013Assets 2014: $116,765Net Assets 2014: $116,7652014Assets 2015: $136,747Net Assets 2015: $136,7472015Assets 2016: $135,663Net Assets 2016: $135,6632016Assets 2018: $245,258Liabilities 2018: $35,300Net Assets 2018: $209,9582018Assets 2019: $397,777Liabilities 2019: $55,520Net Assets 2019: $342,2572019Assets 2020: $291,837Liabilities 2020: $8,550Net Assets 2020: $283,2872020Assets 2021: $216,899Liabilities 2021: $10,200Net Assets 2021: $206,6992021Assets 2022: $185,509Liabilities 2022: $20,050Net Assets 2022: $165,4592022Assets 2023: $174,830Liabilities 2023: $52,640Net Assets 2023: $122,1902023Assets 2024: $115,953Net Assets 2024: $115,9532024

Highlighted filing

2014

Assets$116,765
Liabilities-
Net Assets$116,765

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $169,193Expenses 2012: $136,017Net Income 2012: $33,1762012Revenue 2013: $167,479Expenses 2013: $143,228Net Income 2013: $24,2512013Revenue 2014: $144,827Expenses 2014: $145,186Net Income 2014: -$3592014Revenue 2015: $164,728Expenses 2015: $144,746Net Income 2015: $19,9822015Revenue 2016: $165,772Expenses 2016: $166,856Net Income 2016: -$1,0842016Revenue 2018: $398,309Expenses 2018: $323,656Net Income 2018: $74,6532018Revenue 2019: $369,383Expenses 2019: $237,084Net Income 2019: $132,2992019Revenue 2020: $194,947Expenses 2020: $253,917Net Income 2020: -$58,9702020Revenue 2021: $137,339Expenses 2021: $213,927Net Income 2021: -$76,5882021Revenue 2022: $171,112Expenses 2022: $212,352Net Income 2022: -$41,2402022Revenue 2023: $169,310Expenses 2023: $212,579Net Income 2023: -$43,2692023Revenue 2024: $172,147Expenses 2024: $178,384Net Income 2024: -$6,2372024

Highlighted filing

2014

Revenue$144,827
Expenses$145,186
Net Income-$359
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 19, 2014
Return Version
2013v3.1
Gross Receipts
$144,827
Mission and Program Overview

Mission

The next generation for christian service and leadership. The mission of this program is to prepare students with the confidence, character and skills needed to excel in either public or private high schools upon graduation, as well as leading the charge of serving others in their church and community.

Program Services

DescriptionGrantsExpenses
PROVIDE MIDDLE-SCHOOL AGED CHILDREN CHRISTIAN EDUCATIONAL OPPORTUNITIES TO SUPPLEMENT AND AUGMENT THEIR ACADEMIC EXPERIENCE AND OTHE RELATED EXPERIENCES.$129,993-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN SHURTZPresidentPT$0--
BRIAN SCHULTZTreasurerPT$0--
ELAINE YAMASAKISecretaryPT$0--
Filing and Contact Details

Filer

EIN
27-0232033

Signing Officer

Name
Brian Schultz
Title
Treasurer
Signed
2014-09-19
Discuss with paid preparer
Yes

Preparer

Preparer
Patrick K McKenna
Phone
8054997870
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $330

Other Expenses.1003

Information Technology $2248

Other Expenses.1005

Travel $435

Other Expenses.1012

Insurance $2119

Other Expenses.1

HOT LUNCH $4483

Other Expenses.2

Workers compensation ins $3348

Other Expenses.3

SUPPLIES $2101

Other Expenses.4

Books and subscriptions $1268

Other Expenses.6

BANK CHARGES $659

Other Expenses.7

SPEAKER $365

Other Expenses.8

PAYROLL PROCESSING $185

Other Assets.1005

Accounts Receivable - Beginning $5059 Accounts Receivable - Ending $3839

Other Assets.1

OTHER ASSETS - Beginning $1476 OTHER ASSETS - Ending $0

Total Liabilities.1003

Deferred Revenue - Beginning $1855 Deferred Revenue - Ending $0

Raw XML Appendix179 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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IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum08054321023
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10980 LODESTONE CT
IRS990EZ/BooksInCareOfDetail/USAddress/City0NEWBURY PARK
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode091320
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112444
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112926
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN SHURTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELAINE YAMASAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06535
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03839
IRS990EZ/OtherExpensesTotalAmt017541
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE NEXT GENERATION FOR CHRISTIAN SERVICE AND LEADERSHIP. THE MISSION OF THIS PROGRAM IS TO PREPARE STUDENTS WITH THE CONFIDENCE, CHARACTER AND SKILLS NEEDED TO EXCEL IN EITHER PUBLIC OR PRIVATE HIGH SCHOOLS UPON GRADUATION, AS WELL AS LEADING THE CHARGE OF SERVING OTHERS IN THEIR CHURCH AND COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01235
IRS990EZ/ProgramServiceRevenueAmt0138877
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MIDDLE-SCHOOL AGED CHILDREN CHRISTIAN EDUCATIONAL OPPORTUNITIES TO SUPPLEMENT AND AUGMENT THEIR ACADEMIC EXPERIENCE AND OTHE RELATED EXPERIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0129993
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0111110
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01855
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0145186
IRS990EZ/TotalProgramServiceExpensesAmt0129993
IRS990EZ/TotalRevenueAmt0144827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LOMSAA.CLOVERPAD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0144827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0167479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0169193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05153
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt086847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0266901
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0173
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0771223
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0169193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0197724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092000
IRS990ScheduleA/Total509Grp/TotalAmt0771223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0144827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0167479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0169287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0197724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092079
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0771396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $2248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOT LUNCH $4483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WORKERS COMPENSATION INS $3348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $2101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOKS AND SUBSCRIPTIONS $1268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SPEAKER $365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL PROCESSING $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Receivable - Beginning $5059 Accounts Receivable - Ending $3839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OTHER ASSETS - Beginning $1476 OTHER ASSETS - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Deferred Revenue - Beginning $1855 Deferred Revenue - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1003
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIVING OAKS MIDDLE SCHOOL ACADEMIC
ReturnHeader/Filer/BusinessName/BusinessNameLine20ALLIANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0LIVI
ReturnHeader/Filer/EIN0270232033
ReturnHeader/Filer/USAddress/AddressLine10980 LODESTONE CT
ReturnHeader/Filer/USAddress/City0NEWBURY PARK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Patrick K McKenna CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103284 Felton Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Newbury Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091320
ReturnHeader/PreparerPersonGrp/PhoneNum08054997870
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick K McKenna
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-24T08:18:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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