Civic Intelligence

Morrison Education Group Inc.

990 • Fiscal year 2014 • EIN 27-0243106

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization ProfileWWW.SUNVALLEYCHARTERSCHOOL.COM

View Organization Page

5806 S 35th Avenue85041

(602) 276-7701

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.60x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.18x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

62nd percentile

7.0%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$101,818

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$668,809

Up $121,117 (+22%) from 2013

Net Assets

Up

$268,728

Up $156,528 (+140%) from 2013

Liabilities

Down

$400,081

Down $35,411 (-8.1%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin62nd percentile

Revenue

$2,231,160

No earlier filing loaded for comparison.

Expenses

Up

$2,074,632

Up $301,173 (+17%) from 2013

Net Income

$156,528

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$80M$60M$40M$20M$0-$20MAssets 2011: $302,443Liabilities 2011: $220,472Net Assets 2011: $81,9712011Assets 2012: $318,735Liabilities 2012: $127,796Net Assets 2012: $190,9392012Assets 2013: $547,692Liabilities 2013: $435,492Net Assets 2013: $112,2002013Assets 2014: $668,809Liabilities 2014: $400,081Net Assets 2014: $268,7282014Assets 2015: $737,776Liabilities 2015: $350,416Net Assets 2015: $387,3602015Assets 2016: $872,194Liabilities 2016: $273,981Net Assets 2016: $598,2132016Assets 2017: $959,635Liabilities 2017: $281,511Net Assets 2017: $678,1242017Assets 2018: $12,488,993Liabilities 2018: $11,775,921Net Assets 2018: $713,0722018Assets 2019: $11,875,586Liabilities 2019: $10,702,787Net Assets 2019: $1,172,7992019Assets 2020: $29,767,863Liabilities 2020: $29,112,571Net Assets 2020: $655,2922020Assets 2021: $27,508,190Liabilities 2021: $27,551,398Net Assets 2021: -$43,2082021Assets 2022: $26,951,519Liabilities 2022: $27,517,522Net Assets 2022: -$566,0032022Assets 2023: $26,351,777Liabilities 2023: $26,941,023Net Assets 2023: -$589,2462023Assets 2024: $60,440,316Liabilities 2024: $60,785,572Net Assets 2024: -$345,2562024

Highlighted filing

2014

Assets$668,809
Liabilities$400,081
Net Assets$268,728
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,284,7222011Expenses 2012: $1,312,6462012Expenses 2013: $1,773,4592013Revenue 2014: $2,231,160Expenses 2014: $2,074,632Net Income 2014: $156,5282014Revenue 2015: $2,155,755Expenses 2015: $2,037,123Net Income 2015: $118,6322015Revenue 2016: $2,383,015Expenses 2016: $2,172,162Net Income 2016: $210,8532016Revenue 2017: $2,366,960Expenses 2017: $2,287,049Net Income 2017: $79,9112017Revenue 2018: $2,423,635Expenses 2018: $2,388,687Net Income 2018: $34,9482018Revenue 2019: $4,117,185Expenses 2019: $3,657,458Net Income 2019: $459,7272019Revenue 2020: $5,182,844Expenses 2020: $5,249,783Net Income 2020: -$66,9392020Revenue 2021: $7,598,918Expenses 2021: $8,297,418Net Income 2021: -$698,5002021Revenue 2022: $8,717,931Expenses 2022: $9,240,726Net Income 2022: -$522,7952022Revenue 2023: $10,255,027Expenses 2023: $10,278,270Net Income 2023: -$23,2432023Revenue 2024: $3,753,504Expenses 2024: $4,514,676Net Income 2024: -$761,1722024

Highlighted filing

2014

Revenue$2,231,160
Expenses$2,074,632
Net Income$156,528
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$2,231,160
Mission and Program Overview

Mission

Sun valley charter school is committed to providing each student with a quality education through high standards and high achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$339,300$372,900▲ $33,600
Cash and Non-Interest-Bearing Accounts$126,614$188,382▲ $61,768
Pledges and Grants Receivable$19,376$49,255▲ $29,879
Prepaid Expenses and Deferred Charges$31,052$26,730▼ $4,322
Other Notes and Loans Receivable, Net$21,000$21,192▲ $192
Total Assets$547,692$668,809▲ $121,117
Other Assets Total$10,350$10,350→ $0
Liabilities
Accounts Payable and Accrued Expenses$111,380$139,887▲ $28,507
Other Liabilities$143,345$139,080▼ $4,265
Mortgage Notes Payable Secured by Investment Property$164,465$116,572▼ $47,893
Deferred Revenue$16,302$4,542▼ $11,760
Total Liabilities$435,492$400,081▼ $35,411
Net Assets / Fund Balance
Unrestricted Net Assets$112,200$268,728▲ $156,528
Total Net Assets Fund Balance$112,200$268,728▲ $156,528
Total Liabilities and Net Assets / Fund Balance$547,692$668,809▲ $121,117

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$164,600$185,555$350,155
Leasehold Improvements$208,300$61,522$269,822
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tanae MorrisonExecutive DiFT$91,431$10,387$101,818

Board Members and Trustees

NameTitle
Juniper Dery-chaffinDirector
Leanette HenaganDirector
Rachel StrachanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$205,575
Program Service Revenue
$1,902,236
Investment Income
$0
Other Revenue
$123,349
Change in Net Assets
$156,528

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,231,160
Total Revenue per Audited Statements
$2,231,160
Total Revenue per Form 990
$2,231,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,163,170
Other Expenses$911,462
Total Fundraising Expense$10,055
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$757,517$184,225-$941,742
Occupancy$294,928$51,259-$346,187
Current Officers, Directors, Trustees, and Key Employees$81,900$19,918-$101,818
Depreciation Depletion$83,728$6,793-$90,521
Payroll Taxes$61,612$13,633-$75,245
Fees for Services Other$48,739$8,976-$57,715
All Other Expenses$27,935$9,017$10,055$47,007
Other Employee Benefits$36,321$8,044-$44,365
Fees for Services Accounting$3,458$31,125-$34,583
Other Expenses$2,711$24,400-$27,111
Insurance$10,244$1,138-$11,382
Advertising-$10,181-$10,181
Fees for Services Legal$1,009$9,085-$10,094
Office Expenses$3,963$3,425-$7,388
Interest$5,507$1,488-$6,995
Travel-$1,946-$1,946
Total Functional Expenses$1,652,152$412,425$10,055$2,074,632

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,074,632
Total Expenses per Audited Statements$2,074,632
Total Expenses per Form 990$2,074,632
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
Deferred Rent$135,998
Other Liabilities$3,082
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

“The 990 is generated by the auditor who reviews our financial statements. It will be subsequently reviewed by the board of directors before filing.”

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

“Communication of the requirement and open door policy.”

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

“Compensation is based upon the school budget, educational level of the employee, and performance.”

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

“Compensation is based upon the school budget, educational level of the employee, and performance.”

Form 990, Page 6, Part VI, Line 19

“By use of website stating that all information is available upon request.”

Filing and Contact Details

Filer

EIN
27-0243106
Phone
6022767701

Signing Officer

Name
Tanae Morrison
Title
Director
Phone
6022767701
Signed
2015-05-12

Organization Details

Principal Officer
Tanae Morrison
Formed
2009
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
51
Volunteers
20

Preparer

Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“The volunteers raise funds for the school, help in classrooms, organize special events, assist in shaping academic decisions, and support teachers and students.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Income taxes: the school is exempt from federal and state income taxes as an organization other than a private foundation under section 501(c)(3) of the internal revenue code and similar state provisions. The school's forms 990 return of organization exempt from income tax are generally subject to examination for three years after they were filed, and the related state of arizona forms 99 are generally subject to examination for four years from the later of the due date or the file date of the tax return.”

Raw XML AppendixShowing 400 of 442 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/ReportOtherLiabilitiesInd0true
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0208300
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt061522
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0135998
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13082
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt02231160
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES: THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. THE SCHOOL'S FORMS 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY WERE FILED, AND THE RELATED STATE OF ARIZONA FORMS 99 ARE GENERALLY SUBJECT TO EXAMINATION FOR FOUR YEARS FROM THE LATER OF THE DUE DATE OR THE FILE DATE OF THE TAX RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt02074632
IRS990ScheduleD/TotalLiabilityAmt0139080
IRS990ScheduleD/TotalRevenuePerForm990Amt02231160
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS NONDISCRIMINATORY POLICY IS LOCATED ON THEIR WEBSITE AS WELL AS INCLUDED IN ALL STUDENT HANDBOOKS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVED GOVERNMENT ASSISTANCE AND GRANTS DURING THE YEAR.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VOLUNTEERS RAISE FUNDS FOR THE SCHOOL, HELP IN CLASSROOMS, ORGANIZE SPECIAL EVENTS, ASSIST IN SHAPING ACADEMIC DECISIONS, AND SUPPORT TEACHERS AND STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS GENERATED BY THE AUDITOR WHO REVIEWS OUR FINANCIAL STATEMENTS. IT WILL BE SUBSEQUENTLY REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNICATION OF THE REQUIREMENT AND OPEN DOOR POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS BASED UPON THE SCHOOL BUDGET, EDUCATIONAL LEVEL OF THE EMPLOYEE, AND PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS BASED UPON THE SCHOOL BUDGET, EDUCATIONAL LEVEL OF THE EMPLOYEE, AND PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY USE OF WEBSITE STATING THAT ALL INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PRESCHOOL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10SUN VALLEY EDUCATION LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine105806 S 35TH AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0PHOENIX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode085041
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0547692
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01652152
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0268728
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IRS990/TotalProgramServiceExpensesAmt01652152
IRS990/TotalProgramServiceRevenueAmt01902236
IRS990/TotalReportableCompFromOrgAmt091431
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02025585
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02231160
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0547692
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0668809
IRS990/TravelGrp/ManagementAndGeneralAmt01946

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$668,809
Liabilities
$400,081
Net assets
$268,728
Revenue
$2,231,160
Expenses
$2,074,632
Net income
$156,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.4$60.8$0.35$3.75$4.51$0.76
2023Detailed filing. Detailed filing data is available for this year.$26.4$26.9$0.59$10.3$10.3$0.02
2022Detailed filing. Detailed filing data is available for this year.$27.0$27.5$0.57$8.72$9.24$0.52
2021Detailed filing. Detailed filing data is available for this year.$27.5$27.6$0.04$7.60$8.30$0.70
2020Detailed filing. Detailed filing data is available for this year.$29.8$29.1$0.66$5.18$5.25$0.07
2019Detailed filing. Detailed filing data is available for this year.$11.9$10.7$1.17$4.12$3.66$0.46
2018Detailed filing. Detailed filing data is available for this year.$12.5$11.8$0.71$2.42$2.39$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.28$0.68$2.37$2.29$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.27$0.60$2.38$2.17$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.35$0.39$2.16$2.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.40$0.27$2.23$2.07$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.44$0.11$1.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.13$0.19$1.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.22$0.08$1.28