Civic Intelligence

Transforming Education

990 • Fiscal year 2014 • EIN 30-0531631

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 12, 2015

6108 NW 63rd TerraceKansas City, MO 64151

(816) 587-1100

Siviq Scores

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

Liabilities / Assets

77th percentile

0.11x

Higher debt load relative to assets than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.10x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-56%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$26,623

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$208,819

Down $128,782 (-38%) from 2013

Net Assets

Down

$186,589

Down $120,651 (-39%) from 2013

Liabilities

Down

$22,230

Down $8,131 (-27%) from 2013

Revenue

Up

$213,883

Up $65,384 (+44%) from 2013

Expenses

Up

$334,623

Up $36,067 (+12%) from 2013

Net Income

Up

-$120,740

Up $29,317 (+20%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2013: $337,601Liabilities 2013: $30,361Net Assets 2013: $307,2402013Assets 2014: $208,819Liabilities 2014: $22,230Net Assets 2014: $186,5892014Assets 2015: $589,394Liabilities 2015: $33,044Net Assets 2015: $556,3502015Assets 2016: $2,322,861Liabilities 2016: $1,998,342Net Assets 2016: $324,5192016Assets 2017: $2,265,851Liabilities 2017: $2,027,986Net Assets 2017: $237,8652017Assets 2018: $2,308,789Liabilities 2018: $2,304,823Net Assets 2018: $3,9662018Assets 2019: $1,875,177Liabilities 2019: $2,060,171Net Assets 2019: -$184,9942019Assets 2020: $64,660Liabilities 2020: $59,549Net Assets 2020: $5,1112020Assets 2021: $24,769Liabilities 2021: $21,549Net Assets 2021: $3,2202021Assets 2022: $33,502Liabilities 2022: $409Net Assets 2022: $33,0932022Assets 2023: $8,244Liabilities 2023: $4,998Net Assets 2023: $3,2462023Assets 2024: $13,217Liabilities 2024: $17,953Net Assets 2024: -$4,7362024

Highlighted filing

2014

Assets$208,819
Liabilities$22,230
Net Assets$186,589

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $148,499Expenses 2013: $298,556Net Income 2013: -$150,0572013Revenue 2014: $213,883Expenses 2014: $334,623Net Income 2014: -$120,7402014Revenue 2015: $769,163Expenses 2015: $397,074Net Income 2015: $372,0892015Revenue 2016: $348,258Expenses 2016: $580,089Net Income 2016: -$231,8312016Revenue 2017: $1,114,700Expenses 2017: $1,201,354Net Income 2017: -$86,6542017Revenue 2018: $756,303Expenses 2018: $990,202Net Income 2018: -$233,8992018Revenue 2019: $6,192Expenses 2019: $195,152Net Income 2019: -$188,9602019Revenue 2020: -$11,627Expenses 2020: $80,268Net Income 2020: -$91,8952020Revenue 2021: $42Expenses 2021: $1,933Net Income 2021: -$1,8912021Revenue 2022: $43,856Expenses 2022: $10,763Net Income 2022: $33,0932022Revenue 2023: $112,117Expenses 2023: $141,964Net Income 2023: -$29,8472023Revenue 2024: $43,514Expenses 2024: $51,396Net Income 2024: -$7,8822024

Highlighted filing

2014

Revenue$213,883
Expenses$334,623
Net Income-$120,740
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 12, 2015
Return Version
2014v5.0
Gross Receipts
$213,883
Mission and Program Overview

Mission

See form 990 page 1, part 1, line 1.

The mission of transforming education is to help transform our world by providing a unique educational experience that produces peace-loving children who have the tools and confidence to respond to society's struggles in positive and effective ways.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$180,977$164,914▼ $16,063
Investments Other Securities-$30,487-
Cash and Non-Interest-Bearing Accounts$153,625$13,418▼ $140,207
Accounts Receivable$2,999--
Total Assets$337,601$208,819▼ $128,782
Liabilities
Deferred Revenue$22,462$14,845▼ $7,617
Accounts Payable and Accrued Expenses$7,899$7,385▼ $514
Total Liabilities$30,361$22,230▼ $8,131
Net Assets / Fund Balance
Unrestricted Net Assets$307,240$186,589▼ $120,651
Total Net Assets Fund Balance$307,240$186,589▼ $120,651
Total Liabilities and Net Assets / Fund Balance$337,601$208,819▼ $128,782

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$145,922$28,980$174,902
Equipment$18,414$18,142$36,556
Other Land Buildings$578$744$1,322
Other Securities$30,487--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Angela HoffmanExecutive DirectorFT$26,623$26,623

Board Members and Trustees

NameTitle
Rick HannPresident/treasurer
Joseph St GeorgeDirector
Mica St GeorgeDirector
Nathaniel HagedornDirector
Beverly HannSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$34,848
Program Service Revenue
$177,248
Investment Income
$140
Other Revenue
$1,647
All Other Contributions
$34,848
Change in Net Assets
$-120,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$171,424
Other Expenses$163,199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$144,801$0$0$144,801
Occupancy$78,236$2,420$0$80,656
Current Officers, Directors, Trustees, and Key Employees$2,662$23,961$0$26,623
Depreciation Depletion$17,534$542$0$18,076
Advertising$0$15,309$0$15,309
Fees for Services Other$0$9,594$0$9,594
Insurance$4,961$153$0$5,114
Fees for Services Accounting$0$3,825$0$3,825
Travel$3,786$0$0$3,786
Office Expenses$0$2,226$0$2,226
Other Expenses$1,716$0$0$1,716
Conferences and Meetings$1,561$0$0$1,561
All Other Expenses$1,346$0$0$1,346
Total Functional Expenses$276,593$58,030$0$334,623
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Nathaniel HagedornBoard MemberSee BelowNo$69,614
-Lessor of SchoolSee BelowNo$30,487
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
Filing and Contact Details

Filer

Filer Name
Transforming Education
EIN
30-0531631
Phone
8165871100
Address
6108 NW 63RD TERRACE, KANSAS CITY, MO 64151

Signing Officer

Name
Rick Hann
Title
President
Phone
8165871100
Signed
2015-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Hann
Formed
2009
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
3
Employees
9
Volunteers
4

Preparer

Firm
Emerick & Company
Address
4310 MADISON AVE, KANSAS CITY, MO 64111
Preparer
David Emerick
Phone
8165312822
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Rick and beverly hann are husband and wife and are the parents of angela hoffman. Beverly hann provides culinary services to the organization as an unpaid volunteer. Joseph and mica st. George are husband and wife and are both directors of the organization.

Pt VI, Line 11B

The form 990 was distributed to board members and reviewed at a board meeting prior to filing.

Pt VI, Line 12C

Directors completed questionnaire.

Pt VI, Line 15A

The board dicusses and approves compensation of the executive director annually based on review of compensation paid for these position at similarly situated organizations. These deliberations and decisions are documented.

Pt VI, Line 15B

The board discusses and approves compensation of the key employees annually based on review of compensation paid for theses positions and similary situated organizations. These deliberations and decisions are documented.

Pt VI, Line 19

The organization's governing documents, conflict of interest policy and financial statements are provided upon request for business purposes and in compliance with applicable laws, as approved by the executive director.

Form 990, Part IX, Line 24F

Bank charges 122. 122. 0. 0. License & permits -154. -154. 0. 0. Miscellaneous 1378. 1378. 0. 0.

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IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT FROM VILLAGE AT BURLINGTON CREEK, LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0164914
IRS990ScheduleD/TotalBookValueSecuritiesAmt030487
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PUBLISHED ITS NONDISCRIMINATORY POLICY IN THE BI-MONTHLY "NORTH" PUBLICATION. THE POLICY OCCUPIED FOUR COLUMN INCHES AND WAS PUBLISHED IN BOLD FACE WITH THE TITLE "NONDISCIMINATORY ENROLLMENT POLICY." THE NORTHLAND OF KANSAS CITY IS THE GENERAL COMMUNITY SERVED BY THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0VILLAGE AT BURLINGTON CREEK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0NATHANIEL HAGEDORN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1LESSOR OF SCHOOL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt069614
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt130487
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEE BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1SEE BELOW
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0NATHANIEL HAGEDORN, BOARD MEMBER, IS THE MANAGING MEMBER OF VILLAGE AT BURLINGTON CREEK, LLC THAT LEASES SPACE TO THE SCHOOL.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FROM VILLAGE AT BURLINGTON CREEK, LLC (LEASES SPACE TO THE SCHOOL)
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV LINE 1
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV LINE 2
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICK AND BEVERLY HANN ARE HUSBAND AND WIFE AND ARE THE PARENTS OF ANGELA HOFFMAN. BEVERLY HANN PROVIDES CULINARY SERVICES TO THE ORGANIZATION AS AN UNPAID VOLUNTEER. JOSEPH AND MICA ST. GEORGE ARE HUSBAND AND WIFE AND ARE BOTH DIRECTORS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS DISTRIBUTED TO BOARD MEMBERS AND REVIEWED AT A BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS COMPLETED QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DICUSSES AND APPROVES COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY BASED ON REVIEW OF COMPENSATION PAID FOR THESE POSITION AT SIMILARLY SITUATED ORGANIZATIONS. THESE DELIBERATIONS AND DECISIONS ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD DISCUSSES AND APPROVES COMPENSATION OF THE KEY EMPLOYEES ANNUALLY BASED ON REVIEW OF COMPENSATION PAID FOR THESES POSITIONS AND SIMILARY SITUATED ORGANIZATIONS. THESE DELIBERATIONS AND DECISIONS ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST FOR BUSINESS PURPOSES AND IN COMPLIANCE WITH APPLICABLE LAWS, AS APPROVED BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES 122. 122. 0. 0. LICENSE & PERMITS -154. -154. 0. 0. MISCELLANEOUS 1378. 1378. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0337601
IRS990/TotalAssetsEOYAmt0208819
IRS990/TotalAssetsGrp/BOYAmt0337601
IRS990/TotalAssetsGrp/EOYAmt0208819
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034848
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058030
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0276593
IRS990/TotalFunctionalExpensesGrp/TotalAmt0334623
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030361
IRS990/TotalLiabilitiesEOYAmt022230
IRS990/TotalLiabilitiesGrp/BOYAmt030361
IRS990/TotalLiabilitiesGrp/EOYAmt022230
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0307240
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0186589
IRS990/TotalProgramServiceExpensesAmt0276593
IRS990/TotalProgramServiceRevenueAmt0177248
IRS990/TotalReportableCompFromOrgAmt026623
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0179035
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0213883
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0337601
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0208819
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt03786
IRS990/TravelGrp/TotalAmt03786
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0307240
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0186589
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04310 MADISON AVE
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064111
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.parkwaymontessori.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK HANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08165871100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSFORMING EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0300531631
ReturnHeader/Filer/PhoneNum08165871100
ReturnHeader/Filer/USAddress/AddressLine1Txt06108 NW 63RD TERRACE
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMERICK & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04310 MADISON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064111
ReturnHeader/PreparerPersonGrp/PhoneNum08165312822
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID EMERICK

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