Civic Intelligence

San Marcos Accelerated Academic Program for Leadership and Enrichment Foundation

990 • Fiscal year 2023 • EIN 27-3799005

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 23, 2024

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

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

9.0%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-3.2%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$289,067

Up $43,002 (+17%) from 2022

Net Assets

Up

$289,067

Up $43,002 (+17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Down

$476,542

Down $15,885 (-3.2%) from 2022

Expenses

Up

$433,540

Up $44,194 (+11%) from 2022

Net Income

Down

$43,002

Down $60,079 (-58%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st 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: $246,0652022Assets 2023: $289,067Liabilities 2023: $0Net Assets 2023: $289,0672023

Highlighted filing

2023

Assets$289,067
Liabilities$0
Net Assets$289,067
Open 2023 Filing

Operations Trend

Revenue Growth40th 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: $103,0812022Revenue 2023: $476,542Expenses 2023: $433,540Net Income 2023: $43,0022023

Highlighted filing

2023

Revenue$476,542
Expenses$433,540
Net Income$43,002
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 23, 2024
Return Version
2022v5.0
Gross Receipts
$476,542
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$245,565$288,567▲ $43,002
Total Assets$246,065$289,067▲ $43,002
Other Assets Total$500$500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$209,860$273,008▲ $63,148
Net Assets With Donor Restrictions$36,205$16,059▼ $20,146
Total Net Assets Fund Balance$246,065$289,067▲ $43,002
Total Liabilities and Net Assets / Fund Balance$246,065$289,067▲ $43,002
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Michael FauverChair
Anita PresserDirector
Chad YonkerDirector
Erik VasquezDirector
Guillermina NealDirector
Isabelle Meyer-stapfDirector
John-michael LindDirector
Josh RabinowitzDirector
Julie TeelDirector
Nicole KlanferDirector
Shereef MoharramDirector
Steven KleinDirector
Tino MunozDirector
Erik NielsenChief Executive Officer
Stacey FellSecretary
Krista KiedingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$475,276
Program Service Revenue
$0
Investment Income
$1,266
Other Revenue
$0
All Other Contributions
$475,276
Change in Net Assets
$43,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,699
Grants and Similar Amounts Paid$186,804
Total Fundraising Expense$74,534
Salaries, Compensation, and Employee Benefits$26,037
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,804--$186,804
Fees for Services Other$24,000$10,004$54,502$88,506
All Other Expenses$17,690$5,865$7,014$30,569
Other Salaries and Wages-$12,013$12,012$24,025
Other Expenses$14,117$17,543-$14,117
Insurance-$3,905-$3,905
Fees for Services Accounting-$3,847-$3,847
Payroll Taxes-$1,006$1,006$2,012
Office Expenses-$547-$547
Total Functional Expenses$304,276$54,730$74,534$433,540
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.$186,804
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
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 paid staff.”

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
2024-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erik Nielsen
Formed
2011
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
15
Employees
1
Volunteers
130

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 1,994. Fundraising expenses 1,994. Total expenses 3,988. Merchant services: program service expenses 0. Management and general expenses 0. Fundraising expenses 9,529. Total expenses 9,529. Consulting: program service expenses 24,000. Management and general expenses 8,000. Fundraising expenses 8,000. Total expenses 40,000. Donor appreciation: program service expenses 0. Management and general expenses 0. Fundraising expenses 34,979. Total expenses 34,979. Recruitment: program service expenses 0. Management and general expenses 10. Fundraising expenses 0. Total expenses 10.”

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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01006
IRS990/PayrollTaxesGrp/TotalAmt02012
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ERIK NIELSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TEAMBUILDING - THE PROGRAM IS DESIGNED TO PROVIDE FUNDS FOR GROUP ACTIVITIES THAT ENCOURAGE TEAMBUILDING AND FELLOWSHIP.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0116983
IRS990/ProgSrvcAccomActy2Grp/GrantAmt062268
IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP - THE PROGRAM IS DESIGNED TO PROVIDE FUNDS TO SUPPORT LEADERSHIP ACTIVITIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt085218
IRS990/ProgSrvcAccomActy3Grp/GrantAmt062268
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER SERVICE PROGRAMS INCLUDE: COMMUNITY PROJECT EXPENSES, FUNDS FOR TECHNOLOGY AND FUNDS FOR FACILITIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt024058
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0492059
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0170277
IRS990/PYInvestmentIncomeAmt0368
IRS990/PYOtherExpensesAmt0194267
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0103081
IRS990/PYSalariesCompEmpBnftPaidAmt024802
IRS990/PYTotalExpensesAmt0389346
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0492427
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt043002
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0475277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0466291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0281758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0299680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0329052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01852058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0368
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0518
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02991
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99840
IRS990ScheduleA/PublicSupportPY170Pct00.99870
IRS990ScheduleA/PublicSupportTotal170Amt01852058
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0475277
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0466291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0281758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0299680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0329052
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01852058
IRS990ScheduleA/TotalSupportAmt01855049
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/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0186804
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PURCHASE CLASSROOM HARDWARE, SOFTWARE AND IMPROVEMENTS AND SUPPORT PERSONNEL COSTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0300690985
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04750 HOLLISTER AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093110
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 PAID STAFF.
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 1,994. FUNDRAISING EXPENSES 1,994. TOTAL EXPENSES 3,988. MERCHANT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,529. TOTAL EXPENSES 9,529. CONSULTING: PROGRAM SERVICE EXPENSES 24,000. MANAGEMENT AND GENERAL EXPENSES 8,000. FUNDRAISING EXPENSES 8,000. TOTAL EXPENSES 40,000. DONOR APPRECIATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 34,979. TOTAL EXPENSES 34,979. RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0246065
IRS990/TotalAssetsEOYAmt0289067
IRS990/TotalAssetsGrp/BOYAmt0246065
IRS990/TotalAssetsGrp/EOYAmt0289067
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0475276
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt074534
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054730
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0304276
IRS990/TotalFunctionalExpensesGrp/TotalAmt0433540
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0246065
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0289067
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt024058
IRS990/TotalProgramServiceExpensesAmt0304276
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01266
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0476542
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0130
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0246065
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0289067
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 30636
IRS990/USAddress/CityNm0SANTA BARBARA

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,067
Liabilities
$0
Net assets
$289,067
Revenue
$476,542
Expenses
$433,540
Net income
$43,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$4.77$4.34$0.43
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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