Civic Intelligence

University Academy

990 • Fiscal year 2015 • EIN 43-1867721

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 18, 2016

Organization ProfileWWW.UNIVERSITYACADEMY.ORG

View Organization Page

6801 Holmes RoadKansas City, MO 64131

(816) 412-5972

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

4th percentile

0.00x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

31st percentile

-0.6%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M 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

32nd percentile

-2.0%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

1.6%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$3,884,560

Down $80,888 (-2.0%) from 2014

Net Assets

Down

$3,884,560

Down $80,888 (-2.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin31st percentile

Revenue

Up

$12,818,467

Up $197,826 (+1.6%) from 2014

Expenses

Up

$12,899,355

Up $283,651 (+2.2%) from 2014

Net Income

Down

-$80,888

Down $85,825 (-1738%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,965,201Liabilities 2011: $0Net Assets 2011: $3,965,2012011Assets 2012: $3,973,863Liabilities 2012: $0Net Assets 2012: $3,973,8632012Assets 2013: $3,960,511Liabilities 2013: $0Net Assets 2013: $3,960,5112013Assets 2014: $3,965,448Liabilities 2014: $0Net Assets 2014: $3,965,4482014Assets 2015: $3,884,560Liabilities 2015: $0Net Assets 2015: $3,884,5602015Assets 2016: $3,593,536Liabilities 2016: $0Net Assets 2016: $3,593,5362016Assets 2017: $3,360,779Liabilities 2017: $0Net Assets 2017: $3,360,7792017Assets 2018: $3,109,682Liabilities 2018: $0Net Assets 2018: $3,109,6822018Assets 2019: $2,955,301Liabilities 2019: $0Net Assets 2019: $2,955,3012019Assets 2020: $4,598,025Liabilities 2020: $0Net Assets 2020: $4,598,0252020Assets 2021: $4,761,090Liabilities 2021: $0Net Assets 2021: $4,761,0902021Assets 2022: $4,529,236Liabilities 2022: $0Net Assets 2022: $4,529,2362022Assets 2023: $4,518,419Liabilities 2023: $0Net Assets 2023: $4,518,4192023Assets 2024: $4,628,965Liabilities 2024: $0Net Assets 2024: $4,628,9652024

Highlighted filing

2015

Assets$3,884,560
Liabilities$0
Net Assets$3,884,560
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $12,166,099Expenses 2011: $12,152,474Net Income 2011: $13,6252011Revenue 2012: $12,014,328Expenses 2012: $12,005,666Net Income 2012: $8,6622012Expenses 2013: $12,023,7472013Revenue 2014: $12,620,641Expenses 2014: $12,615,704Net Income 2014: $4,9372014Revenue 2015: $12,818,467Expenses 2015: $12,899,355Net Income 2015: -$80,8882015Revenue 2016: $12,949,992Expenses 2016: $13,241,016Net Income 2016: -$291,0242016Revenue 2017: $13,506,327Expenses 2017: $13,739,084Net Income 2017: -$232,7572017Revenue 2018: $13,593,653Expenses 2018: $13,844,750Net Income 2018: -$251,0972018Revenue 2019: $13,803,775Expenses 2019: $13,958,156Net Income 2019: -$154,3812019Revenue 2020: $16,491,907Expenses 2020: $14,849,183Net Income 2020: $1,642,7242020Revenue 2021: $14,511,451Expenses 2021: $14,348,386Net Income 2021: $163,0652021Revenue 2022: $18,213,503Expenses 2022: $18,445,357Net Income 2022: -$231,8542022Revenue 2023: $17,473,032Expenses 2023: $17,483,849Net Income 2023: -$10,8172023Revenue 2024: $18,575,758Expenses 2024: $18,465,212Net Income 2024: $110,5462024

Highlighted filing

2015

Revenue$12,818,467
Expenses$12,899,355
Net Income-$80,888
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 18, 2016
Return Version
2014v6.0
Gross Receipts
$12,818,467
Mission and Program Overview

Mission

Operate and maintain an educational institution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$2,892,815-
Cash and Non-Interest-Bearing Accounts$1,014,529$853,513▼ $161,016
Savings and Temporary Cash Investments$2,950,919$138,232▼ $2,812,687
Total Assets$3,965,448$3,884,560▼ $80,888
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,964,124$3,883,426▼ $80,698
Temporarily Rstr Net Assets$1,324$1,134▼ $190
Total Net Assets Fund Balance$3,965,448$3,884,560▼ $80,888
Total Liabilities and Net Assets / Fund Balance$3,965,448$3,884,560▼ $80,888
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tony KlineSuperintendeFT$151,307$12,067$163,374
Tony KlineSuperintendent-$151,307$12,067$163,374
Clement O UkaomaPrincipalFT$116,842-$116,842
Kelly BowlandCOOFT$93,983-$93,983
Ronald ZigelerCFOFT$81,833-$81,833

Board Members and Trustees

NameTitle
Bush HelzbergChairman
Barnett HelzbergChairman Eme
Bernard FranklinBoard Direct
Christine KemperBoard Direct
Gersham NelsonBoard Direct
Shirley HelzbergSecretary -
Jonathan AngristTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,580,041
Program Service Revenue
$214,562
Investment Income
$23,864
Other Revenue
$0
All Other Contributions
$21,465
Change in Net Assets
$-80,888

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,818,467
Total Revenue per Audited Statements
$12,818,467
Total Revenue per Form 990
$12,818,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,872,447
Other Expenses$4,026,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,585,993$340,505-$6,926,498
Pension Plan Contributions$573,398$41,022-$614,420
Payroll Taxes$502,566$35,954-$538,520
Occupancy$492,090--$492,090
Other Employee Benefits$459,112$31,935-$491,047
Current Officers, Directors, Trustees, and Key Employees$159,860$142,102-$301,962
Insurance$120,902--$120,902
Fees for Services Legal$36,839--$36,839
Other Expenses$33,712$17,848-$33,712
Fees for Services Accounting$28,468--$28,468
Travel$18,467--$18,467
Total Functional Expenses$12,065,356$833,999$0$12,899,355

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,899,355
Total Expenses per Audited Statements$12,899,355
Total Expenses per Form 990$12,899,355
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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, Page 6, Part VI, Line 2

“Bush helzberg shirley helzberg chairman sec-board di family bush helzberg barnett helzberg chairman chairman eme family barnett helzberg shirley helzberg chairman eme sec-board di family bush helzberg jonathan angrist chairman treasurer business”

Form 990, Page 6, Part VI, Line 8B

“The finance meetings are held one hour before the board meeting. There are no minutes taken during the finance committee meetings. The result of the finance committee meetings are reported at the board meeting and if there are any board actions, they are voted on at the board meeting.”

Form 990, Page 6, Part VI, Line 11B

“Explanation: form 990 will be reviewed by the governing body before filing.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
University Academy
EIN
43-1867721
Phone
8164125972
Address
6801 HOLMES ROAD, KANSAS CITY, MO 64131

Signing Officer

Name
Ron Zigeler
Title
CFO
Phone
8164125972
Signed
2016-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Kline
Formed
1999
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
7
Employees
174

Preparer

Firm
Kpm Cpas Pc
Address
1445 E REPUBLIC RD, SPRINGFIELD, MO 65804
Preparer
Jon Cummings CPA
Phone
4178824300
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 1

“Explanation: the academy reports financial information on the modified cash basis. The financial information is modified from the cash basis due to the inclusion of investments on the balance sheet.”

Form 990, Page 12, Part XII, Line 2C

“Explanation: responsibility of the oversight of the audit and its financial statements and selection of an independant auditor has not changed from the prior year.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Explantion: the academy adopted the provisions of fasb 740-10-25 (formerly fasb interpretation no. 48, accounting for uncertainty in income taxes "fin 48") on july 10, 2010. Under fin. 48, an organization must recognize the tax benefit associated with tax taken for tax return purposes when it is more likely than not the position will be sustained. The implamentation of fin. 48 had no impact on the academy's financial statements. The academy does not believe there any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. No interest or penalties were accrued as of july 1, 2010, as a result of the adoption of fin. 48. For the year ended june 30, 2015, there were no interest or penalties recorded in the financial statements.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXPLANTION: THE ACADEMY ADOPTED THE PROVISIONS OF FASB 740-10-25 (FORMERLY FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES "FIN 48") ON JULY 10, 2010. UNDER FIN. 48, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE IMPLAMENTATION OF FIN. 48 HAD NO IMPACT ON THE ACADEMY'S FINANCIAL STATEMENTS. THE ACADEMY DOES NOT BELIEVE THERE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. NO INTEREST OR PENALTIES WERE ACCRUED AS OF JULY 1, 2010, AS A RESULT OF THE ADOPTION OF FIN. 48. FOR THE YEAR ENDED JUNE 30, 2015, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0INFORMATION REGARDING NONDISCRIMINATION IS PROVIDED TO THE PARENTS OF STUDENT APPLICANTS VIA THE WEBSITE AND IN THE INFORMATION PACKETS PROVIDED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1WE DO NOT HAVE COPIES OF ALL SOLICITATION MATERIALS USED BY OUR RELATED ORGANIZATION, FRIENDS OF UNIVERSITY ACADEMY. THAT ORGANIZATION MAINTAINS THOSE MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THIS CHARTER SCHOOL RECEIVES A HIGH PORTION OF FUNDING FROM STATE AND FEDERAL SOURCES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TONY KLINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SUPERINTENDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0163374
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUSH HELZBERG SHIRLEY HELZBERG CHAIRMAN SEC-BOARD DI FAMILY BUSH HELZBERG BARNETT HELZBERG CHAIRMAN CHAIRMAN EME FAMILY BARNETT HELZBERG SHIRLEY HELZBERG CHAIRMAN EME SEC-BOARD DI FAMILY BUSH HELZBERG JONATHAN ANGRIST CHAIRMAN TREASURER BUSINESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCE MEETINGS ARE HELD ONE HOUR BEFORE THE BOARD MEETING. THERE ARE NO MINUTES TAKEN DURING THE FINANCE COMMITTEE MEETINGS. THE RESULT OF THE FINANCE COMMITTEE MEETINGS ARE REPORTED AT THE BOARD MEETING AND IF THERE ARE ANY BOARD ACTIONS, THEY ARE VOTED ON AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: FORM 990 WILL BE REVIEWED BY THE GOVERNING BODY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPLANATION: THE ACADEMY REPORTS FINANCIAL INFORMATION ON THE MODIFIED CASH BASIS. THE FINANCIAL INFORMATION IS MODIFIED FROM THE CASH BASIS DUE TO THE INCLUSION OF INVESTMENTS ON THE BALANCE SHEET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXPLANATION: RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDANT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 12, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 12, PART XII, LINE 2C
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FRIENDS OF UNIVERSITY ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNIVERSITY ACADEMY SUPPORTING FOUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO COLLECT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04049 PENNSYLVANIA SUITE 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14520 MAIN STREET SUITE 1050
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL DOLLAR AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL DOLLAR AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL DOLLAR AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNIVERSITY ACADEMY SUPPORTING FOUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1FRIENDS OF UNIVERSITY ACADEMY
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IRS990/TotalAssetsGrp/BOYAmt03965448

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,884,560
Liabilities
$0
Net assets
$3,884,560
Revenue
$12,818,467
Expenses
$12,899,355
Net income
-$80,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$18.6$18.5$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$17.5$17.5$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$18.2$18.4$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$14.5$14.3$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$16.5$14.8$1.64
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$13.8$14.0$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$13.6$13.8$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$13.5$13.7$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$12.9$13.2$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$12.8$12.9$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$12.6$12.6$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.00$3.96$12.0
2012Summary only. Only limited summary data is available for this year.$3.97$0.00$3.97$12.0$12.0$0.01
2011Summary only. Only limited summary data is available for this year.$3.97$0.00$3.97$12.2$12.2$0.01