Civic Intelligence

New Friend School Co Cordell Neher & Co

EIN 27-4006071 • 501(c)3 • Wenatchee, WA

Profile

To offer a bilingual Montessori classroom experience for primary-school-aged children.

PO Box 3068Wenatchee, WA 98807

www.newfriendschool.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

38th percentile

-4.0%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$50,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 61.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$25,780

Down $3,227 (-11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$25,780

Down $3,227 (-11%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin38th percentile

Revenue

Down

$81,685

Down $20,660 (-20%) from 2014

Expenses

Down

$84,912

Down $77 (-0.1%) from 2014

Net Income

Down

-$3,227

Down $20,583 (-119%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2013: $11,651Liabilities 2013: $0Net Assets 2013: $11,6512013Assets 2014: $29,007Liabilities 2014: $0Net Assets 2014: $29,0072014Assets 2015: $25,780Liabilities 2015: $0Net Assets 2015: $25,7802015

Highlighted filing

2015

Assets$25,780
Liabilities$0
Net Assets$25,780
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $65,255Expenses 2013: $58,027Net Income 2013: $7,2282013Revenue 2014: $102,345Expenses 2014: $84,989Net Income 2014: $17,3562014Revenue 2015: $81,685Expenses 2015: $84,912Net Income 2015: -$3,2272015

Highlighted filing

2015

Revenue$81,685
Expenses$84,912
Net Income-$3,227
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,780
Liabilities
$0
Net assets
$25,780
Revenue
$81,685
Expenses
$84,912
Net income
-$3,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.82$0.85$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.02$0.85$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.65$0.58$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Mar 1, 2016
Return Version
2014v6.0
Gross Receipts
$81,685
Mission and Program Overview

Mission

To offer a bilingual Montessori classroom experience for primary-school-aged children.

Program Services

DescriptionGrantsExpenses
The lead teacher and assistant teacher provide educational instruction to approximately thirty students, ages three to six.$0$79,396
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin SoromDirector/Lead TeacherFT$50,000-$50,000
Lindsey SwardzDirector-$0--
Celia KuhlDirector-$0--
Maggie KochDirector-$0--
Filing and Contact Details

Filer

Filer Name
New Friend School co Cordell Neher & Co
EIN
27-4006071
Phone
5096631661
Address
PO Box 3068, Wenatchee, WA 98807

Signing Officer

Name
Celia Kuhl
Title
Director
Phone
5096631661
Signed
2016-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Cordell Neher & Company PLLC
Address
PO Box 3068, Wenatchee, WA 98807-3068
Preparer
Mariette Luchini CPA
Phone
5096631661
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Advertising. Amount: 213. Description: Insurance. Amount: 1,428. Description: Miscellaneous. Amount: 3,141. Description: Payroll taxes. Amount: 7,288. Description: Supplies. Amount: 3,516. Total to Form 990-EZ, line 16: 15,586.”

Raw XML Appendix139 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wenatchee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098801
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maggie Koch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015586
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramServiceRevenueAmt081685
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Advertising. Amount: 213. Description: Insurance. Amount: 1,428. Description: Miscellaneous. Amount: 3,141. Description: Payroll taxes. Amount: 7,288. Description: Supplies. Amount: 3,516. Total to Form 990-EZ, line 16: 15,586.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-01
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ReturnHeader/Filer/BusinessNameControlTxt0NEWF
ReturnHeader/Filer/EIN0274006071
ReturnHeader/Filer/PhoneNum05096631661
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910950793
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3068
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wenatchee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988073068
ReturnHeader/PreparerPersonGrp/PhoneNum05096631661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mariette Luchini CPA
ReturnHeader/ReturnTs02016-03-08T16:26:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits