Civic Intelligence

San Marcos Accelerated Academic Program for Leadership and Enrichment Foundation

990 • Fiscal year 2021 • EIN 27-3799005

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWWW.AAPLEACADEMY.COM/INFO
PO Box 30636Santa Barbara, CA 93130

(805) 967-4581

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-2.6%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

2.1%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

-2.5%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$153,685

Up $3,196 (+2.1%) from 2020

Net Assets

Down

$142,984

Down $7,505 (-5.0%) from 2020

Liabilities

Up

$10,701

Up $10,701 from 2020

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin31st percentile

Revenue

Down

$292,795

Down $7,387 (-2.5%) from 2020

Expenses

Down

$300,300

Down $38,883 (-11%) from 2020

Net Income

Up

-$7,505

Up $31,496 (+81%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2013: $149,259Liabilities 2013: $664Net Assets 2013: $148,5952013Assets 2014: $211,654Liabilities 2014: $16,090Net Assets 2014: $195,5642014Assets 2015: $275,300Liabilities 2015: $2,160Net Assets 2015: $273,1402015Assets 2018: $222,737Liabilities 2018: $0Net Assets 2018: $222,7372018Assets 2019: $197,990Liabilities 2019: $8,500Net Assets 2019: $189,4902019Assets 2020: $150,489Liabilities 2020: $0Net Assets 2020: $150,4892020Assets 2021: $153,685Liabilities 2021: $10,701Net Assets 2021: $142,9842021Assets 2022: $246,065Liabilities 2022: $0Net Assets 2022: $246,0652022

Highlighted filing

2021

Assets$153,685
Liabilities$10,701
Net Assets$142,984
Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $114,488Expenses 2013: $76,109Net Income 2013: $38,3792013Revenue 2014: $147,752Expenses 2014: $100,783Net Income 2014: $46,9692014Revenue 2015: $231,660Expenses 2015: $154,086Net Income 2015: $77,5742015Revenue 2018: $300,142Expenses 2018: $273,829Net Income 2018: $26,3132018Revenue 2019: $329,570Expenses 2019: $362,817Net Income 2019: -$33,2472019Revenue 2020: $300,182Expenses 2020: $339,183Net Income 2020: -$39,0012020Revenue 2021: $292,795Expenses 2021: $300,300Net Income 2021: -$7,5052021Revenue 2022: $492,427Expenses 2022: $389,346Net Income 2022: $103,0812022

Highlighted filing

2021

Revenue$292,795
Expenses$300,300
Net Income-$7,505
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$292,795
Mission and Program Overview

Mission

To support the operation of the accelerated academic program for leadership and enrichment academy that provides an alternative course of study, educational enrichment opportunities, and college and career services for students of san marcos high school.

To support the operation of the accelerated academic program forleadership and enrichment academy that provides an alternative courseof study, educational enrichment opportunities, and college and careerservices for students of san marcos high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,739$153,185▲ $4,446
Total Assets$150,489$153,685▲ $3,196
Other Assets Total$1,750$500▼ $1,250
Liabilities
Other Liabilities$0$10,701▲ $10,701
Total Liabilities$0$10,701▲ $10,701
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$133,374$100,949▼ $32,425
Net Assets With Donor Restrictions$17,115$42,035▲ $24,920
Total Net Assets Fund Balance$150,489$142,984▼ $7,505
Total Liabilities and Net Assets / Fund Balance$150,489$153,685▲ $3,196
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
John Michael LindChair
Florentino MunozDirector
Guillermina NealDirector
Jason HughesDirector
Jose LinderosDirector
Josh RabinowitzDirector
Kim BlankenhornDirector
Marc BienstockDirector
Nicole KlanferDirector
Erik NielsenChief Executive Officer
Stacey FellSecretary
Carol TricaseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$292,458
Program Service Revenue
$0
Investment Income
$337
Other Revenue
$0
All Other Contributions
$281,758
Change in Net Assets
$-7,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$153,721
Other Expenses$88,867
Salaries, Compensation, and Employee Benefits$57,712
Total Fundraising Expense$46,161
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$153,721--$153,721
Other Salaries and Wages-$27,690$27,690$55,380
Fees for Services Other$24,000$9,682$13,867$47,549
All Other Expenses$2,769$916$3,438$7,123
Other Expenses$4,510--$4,510
Insurance-$4,216-$4,216
Fees for Services Accounting-$3,245-$3,245
Payroll Taxes-$1,166$1,166$2,332
Office Expenses-$946-$946
Total Functional Expenses$206,278$47,861$46,161$300,300
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara Unified School DistrictSanta Barbara, CA-To Purchase Classroom Hardware, Software and Improvements and Support Personnel Costs.$153,721
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
Ppp Loan$10,701
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
No
Conflict-of-interest policy
No
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 final copy of the complete form 990 was made available to all voting members of the board.”

Form 990, Part VI, Section B, Line 15A

“The board of directors decides and votes on the compensation of the executive director.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Aaple Academy Foundation
EIN
27-3799005
Phone
8059674581
Address
PO BOX 30636, SANTA BARBARA, CA 93130

Signing Officer

Name
Erik Nielsen
Title
Chief Executive Officer
Phone
8059674581
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erik Nielsen
Formed
2011
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
11
Employees
1
Volunteers
132

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU ST STE B, SANTA BARBARA, CA 93101
Preparer
Jody Dolan Holehouse
Phone
8059661521
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Payroll fees: program service expenses 0. Management and general expenses 1,682. Fundraising expenses 1,682. Total expenses 3,364. Merchant services: program service expenses 0. Management and general expenses 0. Fundraising expenses 4,185. Total expenses 4,185. Consulting: program service expenses 24,000. Management and general expenses 8,000. Fundraising expenses 8,000. Total expenses 40,000.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A FINAL COPY OF THE COMPLETE FORM 990 WAS MADE AVAILABLE TO ALL VOTING MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS DECIDES AND VOTES ON THE COMPENSATION OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,682. FUNDRAISING EXPENSES 1,682. TOTAL EXPENSES 3,364. MERCHANT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,185. TOTAL EXPENSES 4,185. CONSULTING: PROGRAM SERVICE EXPENSES 24,000. MANAGEMENT AND GENERAL EXPENSES 8,000. FUNDRAISING EXPENSES 8,000. TOTAL EXPENSES 40,000.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,685
Liabilities
$10,701
Net assets
$142,984
Revenue
$292,795
Expenses
$300,300
Net income
-$7,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$4.92$3.89$1.03
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.11$1.43$2.93$3.00$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$3.00$3.39$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.09$1.89$3.30$3.63$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$3.00$2.74$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.02$2.73$2.32$1.54$0.78
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.16$1.96$1.48$1.01$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.01$1.49$1.14$0.76$0.38