Civic Intelligence

Near West Intergenerational School

990 • Fiscal year 2019 • EIN 27-2054109

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 06, 2020

3805 Terrett AvenueCleveland, OH 44113

(216) 961-4308

Siviq Scores

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

Liabilities / Assets

96th percentile

1.38x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

1.27x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

29th percentile

-4.0%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$53,029

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

3.9%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,587,951

Up $522,158 (+25%) from 2018

Net Assets

Down

-$973,025

Down $111,281 (-13%) from 2018

Liabilities

Up

$3,560,976

Up $633,439 (+22%) from 2018

Revenue

Up

$2,798,014

Up $105,321 (+3.9%) from 2018

Expenses

Up

$2,909,295

Up $1,431,387 (+97%) from 2018

Net Income

Down

-$111,281

Down $1,326,066 (-109%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2017: $1,838,395Liabilities 2017: $3,392,112Net Assets 2017: -$1,553,7172017Assets 2018: $2,065,793Liabilities 2018: $2,927,537Net Assets 2018: -$861,7442018Assets 2019: $2,587,951Liabilities 2019: $3,560,976Net Assets 2019: -$973,0252019Assets 2020: $3,284,548Liabilities 2020: $4,382,673Net Assets 2020: -$1,098,1252020Assets 2021: $3,571,439Liabilities 2021: $4,700,371Net Assets 2021: -$1,128,9322021Assets 2022: $5,009,060Liabilities 2022: $4,140,266Net Assets 2022: $868,7942022Assets 2023: $5,515,374Liabilities 2023: $3,526,739Net Assets 2023: $1,988,6352023Assets 2024: $5,958,564Liabilities 2024: $3,368,907Net Assets 2024: $2,589,6572024Assets 2025: $7,019,661Liabilities 2025: $3,571,232Net Assets 2025: $3,448,4292025

Highlighted filing

2019

Assets$2,587,951
Liabilities$3,560,976
Net Assets-$973,025

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $2,345,759Expenses 2017: $2,602,290Net Income 2017: -$256,5312017Revenue 2018: $2,692,693Expenses 2018: $1,477,908Net Income 2018: $1,214,7852018Revenue 2019: $2,798,014Expenses 2019: $2,909,295Net Income 2019: -$111,2812019Revenue 2020: $3,194,510Expenses 2020: $3,319,610Net Income 2020: -$125,1002020Revenue 2021: $3,133,362Expenses 2021: $3,164,169Net Income 2021: -$30,8072021Revenue 2022: $4,565,345Expenses 2022: $2,567,619Net Income 2022: $1,997,7262022Revenue 2023: $4,050,357Expenses 2023: $2,930,516Net Income 2023: $1,119,8412023Revenue 2024: $3,845,597Expenses 2024: $3,244,575Net Income 2024: $601,0222024Revenue 2025: $4,331,159Expenses 2025: $3,472,387Net Income 2025: $858,7722025

Highlighted filing

2019

Revenue$2,798,014
Expenses$2,909,295
Net Income-$111,281
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 6, 2020
Return Version
2018v3.1
Gross Receipts
$2,798,014
Mission and Program Overview

Mission

See Schedule O attached

See Attached

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$528,266$883,625▲ $355,359
Pledges and Grants Receivable$226,258$93,299▼ $132,959
Land, Buildings, and Equipment, Net$75,513$86,017▲ $10,504
Accounts Receivable$41,203$16,290▼ $24,913
Prepaid Expenses and Deferred Charges-$2,156-
Total Assets$2,065,793$2,587,951▲ $522,158
Other Assets Total$1,194,553$1,506,564▲ $312,011
Liabilities
Other Liabilities$2,716,826$3,040,325▲ $323,499
Accounts Payable and Accrued Expenses$210,711$520,651▲ $309,940
Total Liabilities$2,927,537$3,560,976▲ $633,439
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$4,079-
Unrestricted Net Assets$-861,744$-977,104▼ $115,360
Total Net Assets Fund Balance$-861,744$-973,025▼ $111,281
Total Liabilities and Net Assets / Fund Balance$2,065,793$2,587,951▲ $522,158

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0--
Other Land Buildings$0--
Land$0--
Equipment$18,894$871-
Leasehold Improvements$67,123$16,780-
Other Assets Org$152,032--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018----$0
2017----$0
2016----$0
2015----$0
2014----$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Molly ToussantPrincipalFT$53,029$53,029
Brooke KingModel Operations LeaderFT$37,447$37,447
Mary Ann VogelModel Education LeaderFT$16,644$16,644

Board Members and Trustees

NameTitle
Mark SaffranBoard Chair
Sarah TrimbleBoard Vice Chair
Lynn CarpenterBoard Member
Mark CharvatBoard Member
Molly WimbiscusSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Medical Mutual of OhioHealth InsurancePO Box 951922, Cleveland, OH 44193$112,760
Revenue and Support

Revenue Composition

Contributions and Grants
$2,591,561
Program Service Revenue
$42,276
Investment Income
$0
Other Revenue
$164,177
All Other Contributions
$48,902
Change in Net Assets
$-111,281

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,798,014
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,798,014
Total Revenue per Form 990
$2,798,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,862,409
Other Expenses$1,046,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,016,115$375,823-$1,391,938
Fees for Services Other$523,363$69,893-$593,256
Occupancy$228,981$84,691-$313,672
Pension Plan Contributions$169,955$62,860-$232,815
Other Employee Benefits$95,291$35,245-$130,536
Current Officers, Directors, Trustees, and Key Employees$78,198$28,922-$107,120
Other Expenses$15,118$5,591-$20,709
Depreciation Depletion$9,261--$9,261
Conferences and Meetings$2,131$788-$2,919
Total Functional Expenses$2,241,051$668,244$0$2,909,295

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,909,295
Total Expenses per Audited Statements$2,909,295
Total Expenses per Form 990$2,909,295
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$2,453,971
OPEB Deferred Inflows$250,152
Net OPEB Liability$183,594
Pension Deferred Inflows$152,608
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes

Governance Explanations

Part VI, Line 11B

Form 990 is sent to the Finance committee of the Board for review and acceptance.

Part VI, Line 12C

All board members review and resubmit their conflict of interest statements annually.

Part VI, Line 15A/15B

The School's Board determines appropriate compensation for this position using comparability data, and within the confines of the budget.

Part VI, Line 19

Documents are available upon request.

Part VI, Line 3

Management Company: Breakthrough Charter Schools Services: Administrations, Operations, Human Resources, Student Recruitment, Information Technology, Finance and Accounting.

Filing and Contact Details

Filer

Filer Name
Near West Intergenerational School
EIN
27-2054109
Phone
2169614308
Address
3805 Terrett Avenue, Cleveland, OH 44113

Signing Officer

Name
James G Zupka
Title
Partner
Signed
2020-01-06

Organization Details

Formed
2010
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
48
Volunteers
22

Preparer

Firm
James G Zupka CPA Inc
Address
5240 East 98th Street, Garfield Heights, OH 44125
Preparer
James G Zupka
Phone
2164756136
Supplemental Narrative

Additional Explanations

Part IX, Line 11G

Professional and Technical $329,556; Communications $8,675; Utilities $80,000; Contracted Craft or Trade Services $91,358; Tuition $59,515; Pupil Transportation $23,678; Other $474

Part I, Line 1 and Part III, Line 1

Near West Intergenerational School's mission is to connect, create and guide a multigenerational community of lifelong learners and spirited citizens. It serves K-8 students and older adults with an innovative developmental approach that includes real life experiences and community relationships. Each multi-age classroom (spanning 3-4 year of age and varied abilities) creates a dynamic and individualized learning environment where everyone can move fluidly through development stages based on mastery (no social promotion).

Raw XML AppendixShowing 400 of 504 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0210711
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0520651
IRS990/AccountsReceivableGrp/BOYAmt041203
IRS990/AccountsReceivableGrp/EOYAmt016290
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See Attached
IRS990/AllOtherContributionsAmt048902
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Doug Mangen
IRS990/BooksInCareOfDetail/PhoneNum02164562086
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03615 Superior Avenue Suite 4403A
IRS990/BooksInCareOfDetail/USAddress/CityNm0Cleveland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044114
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0528266
IRS990/CashNonInterestBearingGrp/EOYAmt0883625
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt028922
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt078198
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0107120
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0788
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02131
IRS990/ConferencesMeetingsGrp/TotalAmt02919
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0112760
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO Box 951922
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Cleveland
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd044193
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Medical Mutual of Ohio
IRS990/ContractorCompensationGrp/ServicesDesc0Health Insurance
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02591561
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01046886
IRS990/CYOtherRevenueAmt0164177
IRS990/CYProgramServiceRevenueAmt042276
IRS990/CYRevenuesLessExpensesAmt0-111281
IRS990/CYSalariesCompEmpBnftPaidAmt01862409
IRS990/CYTotalExpensesAmt02909295
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02798014
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt09261
IRS990/DepreciationDepletionGrp/TotalAmt09261
IRS990/Desc0The Intergenerational School connects, creates and guides a multigenerational community of lifelong learners and spirited citizens. It serves students K-8 with an innovative developmental approach that includes real life experiences and community relationships. The Intergenerativity Project was a months-long collaboration between the Intergenerational School community- board members, mentors, students, teachers and students, as well as the Story of Bridge Theater Arts Company. Using the Story Bridge process, multiple stories were collected from our community members ages 6-90 and were brought to life in an interactive place that featured a promenade of vignettes (with our own students, parents, and volunteers as actors) and a community of dance for all participants. The Intergenerational Schools are also recipients of a national Eisner Prize of Intergenerational Excellence. The Eisner Prize recognizes individuals or non-profit organizations for efforts to unite multiple generations- especially seniors and youth- bring about positive, lasting changes in their communities. Each multi-age classroom (spanning 3-4 years of age and varied abilities), creates a dynamic and individualized learning environment where everyone can be both a teacher and a learner. Progressing at their own pace, students move fluidly through developmental stages based on mastery (no social promotion). Students regularly interact with diverse adults and elders who participate as mentors, tutors and co-learners. Community partnerships are key and every class adopts a long-term facility residents for regular visits and activities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt048
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02150221
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt069893
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0523363
IRS990/FeesForServicesOtherGrp/TotalAmt0593256
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Mark Saffran
IRS990/Form990PartVIISectionAGrp/PersonNm1Lynn Carpenter
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark Charvat
IRS990/Form990PartVIISectionAGrp/PersonNm3Sarah Trimble
IRS990/Form990PartVIISectionAGrp/PersonNm4Molly Wimbiscus
IRS990/Form990PartVIISectionAGrp/PersonNm5Molly Toussant
IRS990/Form990PartVIISectionAGrp/PersonNm6Brooke King
IRS990/Form990PartVIISectionAGrp/PersonNm7Mary Ann Vogel
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt553029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt637447
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt716644
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Principal
IRS990/Form990PartVIISectionAGrp/TitleTxt6Model Operations Leader
IRS990/Form990PartVIISectionAGrp/TitleTxt7Model Education Leader
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt02542659
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02798014
IRS990/GrossRentsGrp/RealAmt08000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017651
IRS990/LandBldgEquipBasisNetGrp/BOYAmt075513
IRS990/LandBldgEquipBasisNetGrp/EOYAmt086017
IRS990/LandBldgEquipCostOrOtherBssAmt0103668
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Attached
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-861744
IRS990/NetAssetsOrFundBalancesEOYAmt0-973025
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt08000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt084691
IRS990/OccupancyGrp/ProgramServicesAmt0228981
IRS990/OccupancyGrp/TotalAmt0313672
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01194553
IRS990/OtherAssetsTotalGrp/EOYAmt01506564
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035245
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt095291
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0130536
IRS990/OtherExpensesGrp/Desc0Materials and Supplies
IRS990/OtherExpensesGrp/Desc1Equipment
IRS990/OtherExpensesGrp/Desc2Other
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1222
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25591
IRS990/OtherExpensesGrp/ProgramServicesAmt0102036
IRS990/OtherExpensesGrp/ProgramServicesAmt1602
IRS990/OtherExpensesGrp/ProgramServicesAmt215118
IRS990/OtherExpensesGrp/TotalAmt0106245
IRS990/OtherExpensesGrp/TotalAmt1824
IRS990/OtherExpensesGrp/TotalAmt220709
IRS990/OtherLiabilitiesGrp/BOYAmt02716826
IRS990/OtherLiabilitiesGrp/EOYAmt03040325
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Tax Distribution
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0156177
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0156177
IRS990/OtherRevenueTotalAmt0156177
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0375823
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01016115
IRS990/OtherSalariesAndWagesGrp/TotalAmt01391938
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt062860
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0169955
IRS990/PensionPlanContributionsGrp/TotalAmt0232815
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0226258
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt093299
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02156
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Brooke King
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Extracurricular Activites
IRS990/ProgramServiceRevenueGrp/Desc1Other Operating Revenues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt134976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134976
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt090830
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02492449
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0822314
IRS990/PYOtherRevenueAmt0175384
IRS990/PYProgramServiceRevenueAmt024860
IRS990/PYRevenuesLessExpensesAmt01214785
IRS990/PYSalariesCompEmpBnftPaidAmt0655594
IRS990/PYTotalExpensesAmt01477908
IRS990/PYTotalRevenueAmt02692693
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-111281
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt08000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0206453
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/EndingBalanceAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt018894
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0871
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt019765
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02909295
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt067123
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016780
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt083903
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01203606
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1150926
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2152032
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Pension Deferred Outflow
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OPEB Deferred Outflow
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Net OPEB Asset
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02453971
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1183594
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2152608
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3250152
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Net Pension Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Net OPEB Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Pension Deferred Inflows
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3OPEB Deferred Inflows
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02798014
IRS990ScheduleD/TotalBookValueLandBuildingsAmt086017
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01506564
IRS990ScheduleD/TotalBookValueProgramRltdAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02909295
IRS990ScheduleD/TotalLiabilityAmt03040325
IRS990ScheduleD/TotalRevenuePerForm990Amt02798014
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02798014
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02909295
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is sent to the Finance committee of the Board for review and acceptance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All board members review and resubmit their conflict of interest statements annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The School's Board determines appropriate compensation for this position using comparability data, and within the confines of the budget.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Management Company: Breakthrough Charter Schools Services: Administrations, Operations, Human Resources, Student Recruitment, Information Technology, Finance and Accounting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Professional and Technical $329,556; Communications $8,675; Utilities $80,000; Contracted Craft or Trade Services $91,358; Tuition $59,515; Pupil Transportation $23,678; Other $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Near West Intergenerational School's mission is to connect, create and guide a multigenerational community of lifelong learners and spirited citizens. It serves K-8 students and older adults with an innovative developmental approach that includes real life experiences and community relationships. Each multi-age classroom (spanning 3-4 year of age and varied abilities) creates a dynamic and individualized learning environment where everyone can move fluidly through development stages based on mastery (no social promotion).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 15a/15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, Line 1 and Part III, Line 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Intergenerational School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Lakeshore Intergenerational School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0341901127
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1464486896
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Charter School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Charter School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011327 Shaker Blvd Suite 200 E
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt118025 Marcella Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cleveland

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings