Civic Intelligence

Meher Schools

990 • Fiscal year 2015 • EIN 38-3678484

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 14, 2016

999 Leland DriveLafayette, CA 94549-4127

(925) 938-5004

Siviq Scores

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

Liabilities / Assets

46th percentile

0.08x

Higher debt load relative to assets than 46% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

68th percentile

6.9%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,583,168

Up $102,840 (+6.9%) from 2014

Net Assets

Up

$1,459,919

Up $49,489 (+3.5%) from 2014

Liabilities

Up

$123,249

Up $53,351 (+76%) from 2014

Revenue

Up

$3,139,038

Up $207,451 (+7.1%) from 2014

Expenses

Up

$2,689,549

Up $60,653 (+2.3%) from 2014

Net Income

Up

$449,489

Up $146,798 (+48%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,551,922Liabilities 2011: $93,372Net Assets 2011: $1,458,5502011Assets 2012: $1,933,530Liabilities 2012: $105,386Net Assets 2012: $1,828,1442012Assets 2013: $1,364,698Liabilities 2013: $56,959Net Assets 2013: $1,307,7392013Assets 2014: $1,480,328Liabilities 2014: $69,898Net Assets 2014: $1,410,4302014Assets 2015: $1,583,168Liabilities 2015: $123,249Net Assets 2015: $1,459,9192015Assets 2016: $943,823Liabilities 2016: $101,426Net Assets 2016: $842,3972016Assets 2017: $1,108,438Liabilities 2017: $138,230Net Assets 2017: $970,2082017Assets 2018: $1,251,873Liabilities 2018: $243,256Net Assets 2018: $1,008,6172018Assets 2019: $1,156,990Liabilities 2019: $14,166Net Assets 2019: $1,142,8242019Assets 2020: $1,526,439Liabilities 2020: $375,852Net Assets 2020: $1,150,5872020Assets 2021: $1,665,400Liabilities 2021: $387,788Net Assets 2021: $1,277,6122021Assets 2022: $1,900,582Liabilities 2022: $498,942Net Assets 2022: $1,401,6402022Assets 2023: $1,927,443Liabilities 2023: $426,914Net Assets 2023: $1,500,5292023

Highlighted filing

2015

Assets$1,583,168
Liabilities$123,249
Net Assets$1,459,919

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,885,665Expenses 2011: $2,635,025Net Income 2011: $250,6402011Revenue 2012: $2,992,111Expenses 2012: $2,622,517Net Income 2012: $369,5942012Revenue 2013: $3,009,949Expenses 2013: $2,730,354Net Income 2013: $279,5952013Revenue 2014: $2,931,587Expenses 2014: $2,628,896Net Income 2014: $302,6912014Revenue 2015: $3,139,038Expenses 2015: $2,689,549Net Income 2015: $449,4892015Revenue 2016: $3,153,323Expenses 2016: $3,414,780Net Income 2016: -$261,4572016Revenue 2017: $3,138,225Expenses 2017: $2,711,008Net Income 2017: $427,2172017Revenue 2018: $3,064,908Expenses 2018: $2,744,325Net Income 2018: $320,5832018Revenue 2019: $3,192,526Expenses 2019: $3,058,319Net Income 2019: $134,2072019Revenue 2020: $3,001,768Expenses 2020: $2,994,005Net Income 2020: $7,7632020Revenue 2021: $3,405,154Expenses 2021: $3,278,129Net Income 2021: $127,0252021Revenue 2022: $3,973,901Expenses 2022: $3,849,873Net Income 2022: $124,0282022Revenue 2023: $4,129,511Expenses 2023: $4,030,622Net Income 2023: $98,8892023

Highlighted filing

2015

Revenue$3,139,038
Expenses$2,689,549
Net Income$449,489
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 14, 2016
Return Version
2014v6.0
Gross Receipts
$3,142,322
Mission and Program Overview

Mission

Education: preschool, elementary(k-5), daycare

Education: preschool, elementary (k-5), daycare

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$702,101$773,636▲ $71,535
Savings and Temporary Cash Investments$399,966$399,921▼ $45
Accounts Receivable$179,820$178,420▼ $1,400
Prepaid Expenses and Deferred Charges$101,346$159,340▲ $57,994
Land, Buildings, and Equipment, Net$93,897$71,851▼ $22,046
Inventories for Sale or Use$3,198$0▼ $3,198
Total Assets$1,480,328$1,583,168▲ $102,840
Liabilities
Accounts Payable and Accrued Expenses$43,503$91,677▲ $48,174
Deferred Revenue$26,395$31,572▲ $5,177
Total Liabilities$69,898$123,249▲ $53,351
Net Assets / Fund Balance
Unrestricted Net Assets$1,410,430$1,459,919▲ $49,489
Total Net Assets Fund Balance$1,410,430$1,459,919▲ $49,489
Total Liabilities and Net Assets / Fund Balance$1,480,328$1,583,168▲ $102,840

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$39,851$140,776$180,627
Equipment$32,000$67,163$99,163
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carol ConradCFO/bookkeeperFT$50,946$50,946

Board Members and Trustees

NameTitle
Craig BoyanChairman
Pascal KaplanPresident
Bernard SchwartzVice-president
Narra AsherVice-president
Wendy RitcheySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$26,898
Program Service Revenue
$3,110,035
Investment Income
$166
Other Revenue
$1,939
All Other Contributions
$26,898
Change in Net Assets
$449,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,058,909
Other Expenses$630,640
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,815,287--$1,815,287
Occupancy$216,160--$216,160
Payroll Taxes$167,836--$167,836
Current Officers, Directors, Trustees, and Key Employees$25,473$25,473-$50,946
All Other Expenses$40,468--$40,468
Insurance$30,802$4,603-$35,405
Office Expenses$33,345--$33,345
Other Expenses$27,257--$27,257
Other Employee Benefits$24,840--$24,840
Depreciation Depletion$22,046--$22,046
Fees for Services Other$16,321$109-$16,430
Travel$1,736--$1,736
Fees for Services Legal$450--$450
Total Functional Expenses$2,659,364$30,185$0$2,689,549
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,223
Fundraising Direct Expenses$3,284
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
Ivy SummersChild of Chair/directorEmployeeNo$49,996
Jeffrey WallaceSpouse of Officer/directorEmployeeNo$39,722
Reuel EvansChild of Key EmployeeEmployeeNo$39,429
Barbara BoyanSpouse of Chair/directorEmployeeNo$26,140
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
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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

Governance Explanations

Form 990, Part VI, Section B, Line 11

Review by full board of directors

Form 990, Part VI, Section B, Line 12C

Collaborative governance, annual review, open discussion

Form 990, Part VI, Section C, Line 18

Form 990 available upon request and payment for duplication

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and other corporate information available upon request and payment for duplication

Filing and Contact Details

Filer

Filer Name
Meher Schools
EIN
38-3678484
Phone
9259385004
Address
999 LELAND DRIVE, LAFAYETTE, CA 94549-4127

Signing Officer

Name
Carol S Conrad
Title
Chief Financial Officer
Phone
9259385004
Signed
2016-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol S Conrad
Formed
2003
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
117
Volunteers
200

Preparer

Firm
Boyer & Conniff Llp
Address
2410 CAMINO RAMON STE 155, SAN RAMON, CA 94583
Preparer
Penny Chuah
Phone
9258840270
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer of funds to related org, sufism reoriented; see sched r -400,000.

Raw XML AppendixShowing 400 of 427 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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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NOTICE OF NONDISCRIMINATORY POLICY PUBLISHED ANNUALLY IN LOCAL NEWSPAPER OF GENERAL READERSHIP.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO SCHOLARSHIPS CURRENTLY OFFERED NO SOLICITATIONS OF CONTRIBUTIONS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0REUEL EVANS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JEFFREY WALLACE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2BARBARA BOYAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3IVY SUMMERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CHILD OF KEY EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SPOUSE OF OFFICER/DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SPOUSE OF CHAIR/DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3CHILD OF CHAIR/DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt039429
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt139722
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt226140
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt349996
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3EMPLOYEE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW BY FULL BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLLABORATIVE GOVERNANCE, ANNUAL REVIEW, OPEN DISCUSSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 AVAILABLE UPON REQUEST AND PAYMENT FOR DUPLICATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND OTHER CORPORATE INFORMATION AVAILABLE UPON REQUEST AND PAYMENT FOR DUPLICATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER OF FUNDS TO RELATED ORG, SUFISM REORIENTED; SEE SCHED R -400,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SUFISM REORIENTED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946078431
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01300 BOULEVARD WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WALNUT CREEK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094595
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0400000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SUFISM REORIENTED
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01480328
IRS990/TotalAssetsEOYAmt01583168
IRS990/TotalAssetsGrp/BOYAmt01480328
IRS990/TotalAssetsGrp/EOYAmt01583168
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt026898
IRS990/TotalEmployeeCnt0117
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030185
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02659364
IRS990/TotalFunctionalExpensesGrp/TotalAmt02689549
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt069898
IRS990/TotalLiabilitiesEOYAmt0123249
IRS990/TotalLiabilitiesGrp/BOYAmt069898
IRS990/TotalLiabilitiesGrp/EOYAmt0123249
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01410430
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01459919
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt07576
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt07576
IRS990/TotalProgramServiceExpensesAmt02659364
IRS990/TotalProgramServiceRevenueAmt03110035
IRS990/TotalReportableCompFromOrgAmt050946
IRS990/TotalRevenueGrp/ExclusionAmt01939
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03110201
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03139038
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01480328
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01583168
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01736
IRS990/TravelGrp/TotalAmt01736
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01410430
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01459919
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0999 LELAND DRIVE
IRS990/USAddress/CityNm0LAFAYETTE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945494127
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.MEHERSCHOOLS.ORG
IRS990/WhistleblowerPolicyInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.43$1.50$4.13$4.03$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.50$1.40$3.97$3.85$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.39$1.28$3.41$3.28$0.13
2020Summary only. Only limited summary data is available for this year.$1.53$0.38$1.15$3.00$2.99$0.01
2019Summary only. Only limited summary data is available for this year.$1.16$0.01$1.14$3.19$3.06$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.24$1.01$3.06$2.74$0.32
2017Summary only. Only limited summary data is available for this year.$1.11$0.14$0.97$3.14$2.71$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.10$0.84$3.15$3.41$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.12$1.46$3.14$2.69$0.45
2014Summary only. Only limited summary data is available for this year.$1.48$0.07$1.41$2.93$2.63$0.30
2013Summary only. Only limited summary data is available for this year.$1.36$0.06$1.31$3.01$2.73$0.28
2012Summary only. Only limited summary data is available for this year.$1.93$0.11$1.83$2.99$2.62$0.37
2011Summary only. Only limited summary data is available for this year.$1.55$0.09$1.46$2.89$2.64$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits