Civic Intelligence

Center for Learning Unlimited Incorporated

990 • Fiscal year 2014 • EIN 33-0960142

Sep 01, 2013 to Aug 31, 2014 • Filed on Jan 07, 2015

2785 Pacific Coast Highway90505

(310) 997-1900

Siviq Scores

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

Liabilities / Assets

86th percentile

0.74x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.13x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

41st percentile

0.1%

Higher net margin than 41% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$145,093

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

37th percentile

-0.9%

Faster asset growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$241,203

Down $2,240 (-0.9%) from 2013

Net Assets

Up

$63,838

Up $1,952 (+3.2%) from 2013

Liabilities

Down

$177,365

Down $4,192 (-2.3%) from 2013

Revenue

$1,402,593

No earlier filing loaded for comparison.

Expenses

Down

$1,400,641

Down $118,603 (-7.8%) from 2013

Net Income

$1,952

No earlier filing loaded for comparison.

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 2011: $211,160Liabilities 2011: $181,804Net Assets 2011: $29,3562011Assets 2012: $321,625Liabilities 2012: $184,175Net Assets 2012: $137,4502012Assets 2013: $243,443Liabilities 2013: $181,557Net Assets 2013: $61,8862013Assets 2014: $241,203Liabilities 2014: $177,365Net Assets 2014: $63,8382014Assets 2015: $245,858Liabilities 2015: $261,939Net Assets 2015: -$16,0812015Assets 2016: $187,754Liabilities 2016: $182,426Net Assets 2016: $5,3282016Assets 2017: $141,854Liabilities 2017: $127,423Net Assets 2017: $14,4312017Assets 2018: $301,686Liabilities 2018: $201,204Net Assets 2018: $100,4822018Assets 2019: $356,569Liabilities 2019: $59,491Net Assets 2019: $297,0782019Assets 2020: $904,379Liabilities 2020: $278,352Net Assets 2020: $626,0272020Assets 2021: $1,096,053Liabilities 2021: $287,980Net Assets 2021: $808,0732021Assets 2022: $1,213,901Liabilities 2022: $252,061Net Assets 2022: $961,8402022Assets 2023: $1,792,112Liabilities 2023: $266,928Net Assets 2023: $1,525,1842023Assets 2024: $2,573,710Liabilities 2024: $632,801Net Assets 2024: $1,940,9092024

Highlighted filing

2014

Assets$241,203
Liabilities$177,365
Net Assets$63,838

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,205,4552011Expenses 2012: $1,419,3042012Expenses 2013: $1,519,2442013Revenue 2014: $1,402,593Expenses 2014: $1,400,641Net Income 2014: $1,9522014Revenue 2015: $1,254,945Expenses 2015: $1,334,864Net Income 2015: -$79,9192015Revenue 2016: $1,291,271Expenses 2016: $1,269,862Net Income 2016: $21,4092016Revenue 2017: $1,347,158Expenses 2017: $1,338,055Net Income 2017: $9,1032017Revenue 2018: $1,543,201Expenses 2018: $1,457,150Net Income 2018: $86,0512018Revenue 2019: $1,766,764Expenses 2019: $1,570,168Net Income 2019: $196,5962019Revenue 2020: $2,023,531Expenses 2020: $1,706,618Net Income 2020: $316,9132020Revenue 2021: $2,049,273Expenses 2021: $1,871,707Net Income 2021: $177,5662021Revenue 2022: $2,292,465Expenses 2022: $2,140,893Net Income 2022: $151,5722022Revenue 2023: $2,480,108Expenses 2023: $1,928,777Net Income 2023: $551,3312023Revenue 2024: $2,358,483Expenses 2024: $1,960,752Net Income 2024: $397,7312024

Highlighted filing

2014

Revenue$1,402,593
Expenses$1,400,641
Net Income$1,952
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 7, 2015
Return Version
2013v4.0
Gross Receipts
$1,402,593
Mission and Program Overview

Mission

Educational services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$130,265$105,995▼ $24,270
Accounts Receivable$88,449$92,967▲ $4,518
Cash and Non-Interest-Bearing Accounts$19,620$42,241▲ $22,621
Prepaid Expenses and Deferred Charges$5,109--
Total Assets$243,443$241,203▼ $2,240
Liabilities
Accounts Payable and Accrued Expenses$152,975$164,453▲ $11,478
Unsecured Notes Loans Payable$25,582$11,912▼ $13,670
Deferred Revenue$3,000$1,000▼ $2,000
Total Liabilities$181,557$177,365▼ $4,192
Net Assets / Fund Balance
Unrestricted Net Assets$61,886$63,838▲ $1,952
Total Net Assets Fund Balance$61,886$63,838▲ $1,952
Total Liabilities and Net Assets / Fund Balance$243,443$241,203▼ $2,240

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$31,479$122,014$153,493
Leasehold Improvements$74,516$37,962$112,478
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Virginia S ErxlebenExec DirectorFT$145,093$145,093

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$69,795
Program Service Revenue
$1,332,731
Investment Income
$67
Other Revenue
$0
All Other Contributions
$56,245
Change in Net Assets
$1,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$715,916
Other Expenses$684,725
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$420,735$41,101$0$461,836
Fees for Services Management$273,189$61,240$0$334,429
Occupancy$173,144$0$0$173,144
Current Officers, Directors, Trustees, and Key Employees$145,093$0$0$145,093
Other Employee Benefits$54,804$0$0$54,804
Payroll Taxes$54,183$0$0$54,183
All Other Expenses$41,423$0$0$41,423
Fees for Services Legal$33,052$0$0$33,052
Depreciation Depletion$27,395$0$0$27,395
Insurance$23,175$0$0$23,175
Office Expenses$15,501$0$0$15,501
Information Technology$10,196$0$0$10,196
Other Expenses$4,540$0$0$4,540
Interest$3,025$0$0$3,025
Fees for Services Accounting$0$2,700$0$2,700
Travel$1,576$0$0$1,576
Advertising$25$0$0$25
Total Functional Expenses$1,295,600$105,041$0$1,400,641
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$63,745$13,500-$13,500
Total Events$63,745$13,500-$13,500
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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

EIN
33-0960142
Phone
3109971900

Signing Officer

Name
Virginia S Erxleben
Title
Executive Director
Phone
3109971900
Signed
2015-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia S Erxleben
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
34
Volunteers
5

Preparer

Preparer
Charles R Connett CPA
Phone
3175012709
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Board of Directors are provided a copy of the August 31

Pt VI, Line 11B

year-end compiled financial statements along with a copy of

Pt VI, Line 11B

the Form 990 to review and comment on.

Pt VI, Line 12C

The Board of Directors carefully monitors all transactions

Pt VI, Line 12C

reflected in the financial records to confirm that they

Pt VI, Line 12C

are actual arms-length transactions that cannot be construed

Pt VI, Line 12C

as being in conflict with the interest of the Organization.

Pt VI, Line 15A

The Board of Directors compiles research data and reviews

Pt VI, Line 15A

performance and compatability of the Executive Director's

Pt VI, Line 15A

compensation on an annual basis.

Form 990EZ, Part II, Line 24

Accounts receivable - net investments

Form 990EZ, Part II, Line 26

Accounts payable & accrued expenses loans from officers & others

Form 990, Part IX, Line 24F

Postage & freight 1784. 1784. 0. 0. Dues & publications 6278. 6278. 0. 0. Program supplies 10003. 10003. 0. 0. Repair & maintenance 12318. 12318. 0. 0. Bad debt expense 6855. 6855. 0. 0. Pension plan administration 2125. 2125. 0. 0. Late fees 2060. 2060. 0. 0.

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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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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01952
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01402593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0142615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0387400
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0642
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01332731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01399424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01384639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01156836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01345484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06619114
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0958
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt07006514
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01402526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01443603
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01527254
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01257278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01375853
IRS990ScheduleA/Total509Grp/TotalAmt07006514
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07007472
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt031479
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0122014
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0153493
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt074516
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt037962
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0112478
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0105995
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt050245
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt050245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013500
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013500
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors are provided a copy of the August 31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1year-end compiled financial statements along with a copy of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the Form 990 to review and comment on.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Directors carefully monitors all transactions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4reflected in the financial records to confirm that they
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5are actual arms-length transactions that cannot be construed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6as being in conflict with the interest of the Organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The Board of Directors compiles research data and reviews
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8performance and compatability of the Executive Director's
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9compensation on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACCOUNTS RECEIVABLE - NET INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCOUNTS PAYABLE & ACCRUED EXPENSES LOANS FROM OFFICERS & OTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12POSTAGE & FREIGHT 1784. 1784. 0. 0. DUES & PUBLICATIONS 6278. 6278. 0. 0. PROGRAM SUPPLIES 10003. 10003. 0. 0. REPAIR & MAINTENANCE 12318. 12318. 0. 0. BAD DEBT EXPENSE 6855. 6855. 0. 0. PENSION PLAN ADMINISTRATION 2125. 2125. 0. 0. LATE FEES 2060. 2060. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0243443
IRS990/TotalAssetsEOYAmt0241203
IRS990/TotalAssetsGrp/BOYAmt0243443
IRS990/TotalAssetsGrp/EOYAmt0241203
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt069795
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0105041
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01295600
IRS990/TotalFunctionalExpensesGrp/TotalAmt01400641
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0181557
IRS990/TotalLiabilitiesEOYAmt0177365
IRS990/TotalLiabilitiesGrp/BOYAmt0181557
IRS990/TotalLiabilitiesGrp/EOYAmt0177365
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt061886
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt063838
IRS990/TotalProgramServiceExpensesAmt01295600

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.57$0.63$1.94$2.36$1.96$0.40
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.27$1.53$2.48$1.93$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.25$0.96$2.29$2.14$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.29$0.81$2.05$1.87$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.28$0.63$2.02$1.71$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.06$0.30$1.77$1.57$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.20$0.10$1.54$1.46$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.13$0.01$1.35$1.34$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.18$0.01$1.29$1.27$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.26$0.02$1.25$1.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.18$0.06$1.40$1.40$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.18$0.06$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.18$0.14$1.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.18$0.03$1.21