Civic Intelligence

Altus Institute

990 • Fiscal year 2017 • EIN 33-0628584

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileN/A
3252 Bonita RoadChula Vista, CA 91910

(619) 954-2648

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$11,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$793,272

Up $116,165 (+17%) from 2016

Net Assets

Up

$782,105

Up $112,945 (+17%) from 2016

Liabilities

Up

$11,167

Up $3,220 (+41%) from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin86th percentile

Revenue

Down

$335,776

Down $46,367 (-12%) from 2016

Expenses

Down

$222,831

Down $7,741,546 (-97%) from 2016

Net Income

Up

$112,945

Up $7,695,179 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$10M$5.0M$0Assets 2011: $4,663,753Liabilities 2011: $0Net Assets 2011: $4,663,7532011Assets 2012: $4,683,462Liabilities 2012: $26Net Assets 2012: $4,683,4362012Assets 2013: $4,736,477Liabilities 2013: $30,070Net Assets 2013: $4,706,4072013Assets 2014: $8,259,102Liabilities 2014: $17,606Net Assets 2014: $8,241,4962014Assets 2015: $8,319,831Liabilities 2015: $68,437Net Assets 2015: $8,251,3942015Assets 2016: $677,107Liabilities 2016: $7,947Net Assets 2016: $669,1602016Assets 2017: $793,272Liabilities 2017: $11,167Net Assets 2017: $782,1052017Assets 2018: $610,667Liabilities 2018: $313Net Assets 2018: $610,3542018Assets 2019: $455,610Liabilities 2019: $1,110Net Assets 2019: $454,5002019Assets 2020: $323,016Liabilities 2020: $2,378Net Assets 2020: $320,6382020Assets 2021: $290,091Liabilities 2021: $1,359Net Assets 2021: $288,7322021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$793,272
Liabilities$11,167
Net Assets$782,105
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $102,6782011Expenses 2012: $171,5722012Expenses 2013: $304,9582013Revenue 2014: $3,934,977Expenses 2014: $399,888Net Income 2014: $3,535,0892014Revenue 2015: $456,785Expenses 2015: $446,887Net Income 2015: $9,8982015Revenue 2016: $382,143Expenses 2016: $7,964,377Net Income 2016: -$7,582,2342016Revenue 2017: $335,776Expenses 2017: $222,831Net Income 2017: $112,9452017Revenue 2018: $2,497Expenses 2018: $174,248Net Income 2018: -$171,7512018Revenue 2019: $5,268Expenses 2019: $161,122Net Income 2019: -$155,8542019Revenue 2020: $4,227Expenses 2020: $138,089Net Income 2020: -$133,8622020Revenue 2021: $0Expenses 2021: $31,906Net Income 2021: -$31,9062021Revenue 2022: $0Expenses 2022: $288,732Net Income 2022: -$288,7322022

Highlighted filing

2017

Revenue$335,776
Expenses$222,831
Net Income$112,945
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$335,776
Mission and Program Overview

Mission

To develop, support and promote programs that improve and enhance conditions for optimum student learning in charter schools, other public schools and non-traditional educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$210,021$360,058▲ $150,037
Cash and Non-Interest-Bearing Accounts$249,852$217,755▼ $32,097
Other Notes and Loans Receivable, Net$61,979$126,000▲ $64,021
Accounts Receivable$141,771$85,929▼ $55,842
Prepaid Expenses and Deferred Charges$13,484$3,530▼ $9,954
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$677,107$793,272▲ $116,165
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$7,947$11,167▲ $3,220
Total Liabilities$7,947$11,167▲ $3,220
Net Assets / Fund Balance
Unrestricted Net Assets$618,910$731,855▲ $112,945
Temporarily Rstr Net Assets$50,250$50,250→ $0
Total Net Assets Fund Balance$669,160$782,105▲ $112,945
Total Liabilities and Net Assets / Fund Balance$677,107$793,272▲ $116,165
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
Jane GawronskiTreasurer$11,000$11,000
Al FerrisPresident$9,000$9,000
Mark FingerlinTrustee$7,200$7,200
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$334,883
Investment Income
$393
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$112,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$193,831
Salaries, Compensation, and Employee Benefits$29,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$37,417$1,626-$39,043
Fees for Services Legal-$30,660-$30,660
Current Officers, Directors, Trustees, and Key Employees$29,000--$29,000
Conferences and Meetings$14,196--$14,196
Insurance-$5,005-$5,005
Other Expenses$931--$931
Fees for Services Accounting-$850-$850
All Other Expenses$105$182-$287
Total Functional Expenses$184,508$38,323$0$222,831
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the board of directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board reviews and approves compensation for top management and key employees. Salaries are based upon availability of budget and comparable wages for similar positions in the industry.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Altus Institute
EIN
33-0628584
Address
3252 BONITA ROAD, CHULA VISTA, CA 91910

Signing Officer

Name
Jane Gawronski
Title
Treasurer
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Gawronski
Formed
1994
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Wilkinson Hadley King Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
Aubrey W Mann
Phone
6194476700
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The entity follows provisions of uncertain tax positions as addressed in asc 958. The entity recognized accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable.”

Raw XML Appendix371 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05416563
IRS990ScheduleA/TotalSupportAmt05420395
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENTITY FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE ENTITY RECOGNIZED ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVES COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES. SALARIES ARE BASED UPON AVAILABILITY OF BUDGET AND COMPARABLE WAGES FOR SIMILAR POSITIONS IN THE INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/USAddress/AddressLine1Txt010170 HUENNEKENS STREET
IRS990/USAddress/CityNm0SAN DIEGO
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JANE GAWRONSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTUS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0ALTU
ReturnHeader/Filer/EIN0330628584
ReturnHeader/Filer/USAddress/AddressLine1Txt03252 BONITA ROAD
ReturnHeader/Filer/USAddress/CityNm0CHULA VISTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wilkinson Hadley King Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 W Douglas Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06194476700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aubrey W Mann
ReturnHeader/ReturnTs02018-05-15T15:53:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$793,272
Liabilities
$11,167
Net assets
$782,105
Revenue
$335,776
Expenses
$222,831
Net income
$112,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.29$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.00$0.03$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.00$0.14$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.45$0.01$0.16$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.00$0.17$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.34$0.22$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.38$7.96$7.58
2015Detailed filing. Detailed filing data is available for this year.$8.32$0.07$8.25$0.46$0.45$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$0.02$8.24$3.93$0.40$3.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$0.03$4.71$0.30
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.00$4.68$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.00$4.66$0.10