Civic Intelligence

Edceptional Inc.

990 • Fiscal year 2017 • EIN 45-5281198

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

255 East Avenue - Suite 310Rochester, NY 14604

(585) 491-9700

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.01x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

6.63x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Net Margin

6th percentile

-28%

Higher net margin than 6% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$19,550

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Asset Growth

12th percentile

-6.6%

Faster asset growth than 12% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

3.7%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$8,390,338

Down $597,098 (-6.6%) from 2016

Net Assets

Down

-$92,109

Down $336,942 (-138%) from 2016

Liabilities

Down

$8,482,447

Down $260,156 (-3.0%) from 2016

Revenue

Up

$1,278,549

Up $45,662 (+3.7%) from 2016

Expenses

Up

$1,634,040

Up $817,339 (+100%) from 2016

Net Income

Down

-$355,491

Down $771,677 (-185%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2012: $6,732Liabilities 2012: $02012Assets 2013: $486,661Liabilities 2013: $703,051Net Assets 2013: -$216,3902013Assets 2014: $3,103,551Liabilities 2014: $3,357,085Net Assets 2014: -$253,5342014Assets 2015: $3,692,077Liabilities 2015: $4,038,570Net Assets 2015: -$346,4932015Assets 2016: $8,987,436Liabilities 2016: $8,742,603Net Assets 2016: $244,8332016Assets 2017: $8,390,338Liabilities 2017: $8,482,447Net Assets 2017: -$92,1092017Assets 2018: $8,312,798Liabilities 2018: $8,146,506Net Assets 2018: $166,2922018Assets 2019: $365,920Liabilities 2019: $12,798Net Assets 2019: $353,1222019Assets 2020: $451,977Liabilities 2020: $3,613Net Assets 2020: $448,3642020Assets 2021: $520,988Liabilities 2021: $9,187Net Assets 2021: $511,8012021Assets 2022: $577,479Liabilities 2022: $11,501Net Assets 2022: $565,9782022Assets 2023: $526,059Liabilities 2023: $83,190Net Assets 2023: $442,8692023Assets 2024: $501,430Liabilities 2024: $67,465Net Assets 2024: $433,9652024

Highlighted filing

2017

Assets$8,390,338
Liabilities$8,482,447
Net Assets-$92,109

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $61,919Expenses 2012: $55,187Net Income 2012: $6,7322012Revenue 2013: $231,194Expenses 2013: $454,316Net Income 2013: -$223,1222013Revenue 2014: $732,030Expenses 2014: $769,174Net Income 2014: -$37,1442014Revenue 2015: $431,505Expenses 2015: $524,464Net Income 2015: -$92,9592015Revenue 2016: $1,232,887Expenses 2016: $816,701Net Income 2016: $416,1862016Revenue 2017: $1,278,549Expenses 2017: $1,634,040Net Income 2017: -$355,4912017Revenue 2018: $1,353,278Expenses 2018: $1,094,877Net Income 2018: $258,4012018Revenue 2019: $1,005,324Expenses 2019: $818,494Net Income 2019: $186,8302019Revenue 2020: $487,592Expenses 2020: $392,350Net Income 2020: $95,2422020Revenue 2021: $453,938Expenses 2021: $390,501Net Income 2021: $63,4372021Revenue 2022: $482,973Expenses 2022: $428,796Net Income 2022: $54,1772022Revenue 2023: $553,813Expenses 2023: $676,922Net Income 2023: -$123,1092023Revenue 2024: $752,480Expenses 2024: $761,384Net Income 2024: -$8,9042024

Highlighted filing

2017

Revenue$1,278,549
Expenses$1,634,040
Net Income-$355,491
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$1,278,549
Mission and Program Overview

Mission

E3 Rochester Inc. was created to help expand the number of high quality K-12 education seats for low income children living in the city of Rochester by recruiting some of the nations best charter operators to open schools here. In carrying out this mission, we have supported the opening of two schools (PUC Achieve Charter School and Vertus Charter School) and have recruited two more high performance charter operations to apply for charters to open schools in 2016. Once charter operators are recruited, we work to minimize the three challenges they face getting started: (1) funding to cover start-up expenses prior to reaching full enrollment and full funding; (2) locating suitable buildings and assisting with financing, (3) community and political support.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,089,995$8,012,776▼ $77,219
Cash and Non-Interest-Bearing Accounts$846,234$346,078▼ $500,156
Loans From Officers Directors$563,857$276,522▼ $287,335
Prepaid Expenses and Deferred Charges$20,897--
Accounts Receivable$5,950$8,124▲ $2,174
Total Assets$8,987,436$8,390,338▼ $597,098
Other Assets Total$24,360$23,360▼ $1,000
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,172,093$8,177,428▲ $5,335
Accounts Payable and Accrued Expenses$6,653$28,497▲ $21,844
Total Liabilities$8,742,603$8,482,447▼ $260,156
Net Assets / Fund Balance
Temporarily Rstr Net Assets$191,061$304,687▲ $113,626
Unrestricted Net Assets$53,772$-396,796▼ $450,568
Total Net Assets Fund Balance$244,833$-92,109▼ $336,942
Total Liabilities and Net Assets / Fund Balance$8,987,436$8,390,338▼ $597,098

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$6,927,374$428,356$7,355,730
Land$779,357-$779,357
Buildings$306,045$28,583$334,628
Other Land Buildings$0--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Lydia Boddie-riceBoard Member$19,550$19,550

Board Members and Trustees

NameTitle
James BrushChairman
Alex ZapesochnyBoard Member
Carlos CarballadaBoard Member
Dale TwardokusBoard Member
Dwayne MahoneyBoard Member
Joseph KleinBoard Member
Kathleen MuscatoBoard Member
Rev Sebrone JohnsonBoard Member
Richard KaplanBoard Member
Stacey ShellsBoard Member
Bryan HickmanExecutive Director
Meghan SchubmehlSecretary
Ted SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$684,944
Program Service Revenue
$593,442
Investment Income
$163
Other Revenue
$0
All Other Contributions
$540,205
Change in Net Assets
$-355,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,140,653
Grants and Similar Amounts Paid$300,000
Salaries, Compensation, and Employee Benefits$193,387
Total Fundraising Expense$41,869
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$467,928--$467,928
Grants to Domestic Orgs$300,000--$300,000
Depreciation Depletion$223,908--$223,908
Other Salaries and Wages$96,428$26,132$25,847$148,407
Office Expenses$24,458$11,677$1,836$37,971
Occupancy$23,686$6,521-$30,207
Fees for Services Other$14,841$5,496$4,297$24,634
Insurance$22,281$1,042-$23,323
Current Officers, Directors, Trustees, and Key Employees$7,908$8,209$3,434$19,551
Fees for Services Legal$7,620$7,910$3,308$18,838
Other Employee Benefits$911$13,754-$14,665
Travel$9,851$921-$10,772
Payroll Taxes$6,994$1,895$1,875$10,764
Fees for Services Accounting$2,930$3,042$1,272$7,244
Other Expenses$182$2,335-$2,517
Advertising$2,303--$2,303
Total Functional Expenses$1,500,612$91,559$41,869$1,634,040
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Puc Achieve Charter SchoolBurbank, CA-Facility/growth Sup.$200,000
Vertus Charter SchoolRochester, NY-Operating Support$100,000
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
Loans from Officers, Directors, Trustees, and Key Employees$563,857$276,522▼ $287,335
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 will be reviewed by the chairman and executive director and presented to the board of directors.

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

E3 rochester, inc. Annually requires board members to update and sign conflict of interest statements. E3's board secretary reviews all conflicts of interest and brings any issues to the board of directors as needed based on that review.

Form 990, Part VI, Section C, Line 19

The governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
E3 Rochester Inc
EIN
45-5281198
Phone
5854919700
Address
255 EAST AVENUE - SUITE 310, ROCHESTER, NY 14604

Signing Officer

Name
Jim Brush
Title
Chairman
Phone
5854919700
Signed
2018-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Brush
Formed
2012
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
10
Employees
3
Volunteers
25

Preparer

Firm
Rdg Partners Cpas Pllc
Address
69B MONROE AVENUE, PITTSFORD, NY 14534-1321
Preparer
Christopher a Harris CPA
Phone
5856732600
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1, Description of Organization Mission

E3 rochester inc. Was created to help expand the number of high quality k - 12 public education seats for low income children living in the city of rochester. The mission includes recruiting high quality charter school operators to open schools in rochester based on proven models of success with low income urban children and assisting locally based efforts to establish or improve existing charter schools. E3 supports schools with facilities, raising money for start-up and enrollment activities. E3 works with a wide range of community organizations and foundations to increase awareness of the need for meaningful educational reform in the city and of the fact that citizen action can have a direct and immediate impact by providing parents with good choices in the charter school sector.

Form 990, Part III, Line 1, Description of Organization Mission

E3 rochester inc. Was created to help expand the number of high quality k - 12 public education seats for low income children living in the city of rochester. The mission includes recruiting high quality charter school operators to open schools in rochester based on proven models of success with low income urban children and assisting locally based efforts to establish or improve existing charter schools. E3 supports schools with facilities, raising money for start-up and enrollment activities. E3 works with a wide range of community organizations and foundations to increase awareness of the need for meaningful educational reform in the city and of the fact that citizen action can have a direct and immediate impact by providing parents with good choices in the charter school sector.

Form 990, Part III, Line 4A, Description of Program Service

E3 rochester had a productive year in 2017 and accomplished the following: a. Supported the continued growth and success of vertus charter school, a charter school for boys. Vertus grew to serve all four grades from 9 to 12 in the fall of 2017 and will have its first graduating class in june 2018. This school has pioneered a new approach for serving young men from impoverished urban settings by putting them in teams led by full time paid mentors (called preceptors) who explicitly teach character traits needed for success, model those behaviors, and provide the caring and encouragement they need to complete their educations. Instruction consists of a combination of traditional classroom teaching and self-paced on-line courses in learning labs, where students can master subjects at their own pace. The result has been to close the learning gap at twice the normal pace. B. Supported the continued growth of puc achieve charter school, which has now grown to a full middle school, grades 5 - 8. Puc achieve is designed to bring low income urban children to success through a combination of warmth and rigor, in an environment where the love of learning encourages attendance and learning. The curriculum is infused with the arts and science assure an enriched student experience. C. Over the past five years, e3 rochester has developed a school building and campus in the heart of rochester's northeast quadrant, leased to puc achieve charter school. This campus consists of a fully renovated church building and a new 30,000 square foot addition, completed in 2016. In 2017, e3 completed the purchase and demolition of 6 derelict houses and graded two large areas for play and sports. The school parking lot was also expanded and a better audio visual and sound system was installed in the school. D. Instituted an on-line application system allowing parents to view 19 charter school locations and fill out a single application form which can be submitted by the press of a button to all the schools of their choice. This has resulted in a substantial increase in applications to charter schools while leading the charter schools to work more closely together on common issues. Charter schools are now a large, growing and high performing sector of the educational landscape, offering students greater chances of success than have been available in the rochester city school district. As rochester's charter sector will soon have more than 20% of the students, e3's goal is to irrefutably demonstrate that low income children can be brought to success despite the stresses of poverty and move discussion from why kids can't learn to how best to help them learn. E. E3 rochester continues to extend its community outreach to give city parents the means to influence and access the educational choices available to their children. E3 also assists charter schools in finding board members, information, and resources for their school operations. E3 stands ready to assist district schools as well, if and when they indicate an interest in collaboration with charter schools. F. Partnerships and alliances with key business leaders and community initiatives: -cultivate involvement and resource commitment among key business leaders -collaborate with major existing organizations (roc the future, children's agenda, rmapi, racf, rochester area chamber of commerce, united way) -led a delegation of community and educational leaders to a 2-day conference in indianapolis delegation to learn how other cities are increasing the effectiveness of their schools. -worked with national organizations on how to take action on four fronts; quality seats; effective educators; improving the policy environment; stakeholder engagement.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0300000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0300000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0300000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01278549
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01042
IRS990/InsuranceGrp/ProgramServicesAmt022281
IRS990/InsuranceGrp/TotalAmt023323
IRS990/InterestGrp/ProgramServicesAmt0467928
IRS990/InterestGrp/TotalAmt0467928
IRS990/InvestmentIncomeGrp/ExclusionAmt0163
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0456939
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08089995
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08012776
IRS990/LandBldgEquipCostOrOtherBssAmt08469715
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0563857
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0276522
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt08172093
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt08177428
IRS990/NetAssetsOrFundBalancesBOYAmt0244833
IRS990/NetAssetsOrFundBalancesEOYAmt0-92109
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06521
IRS990/OccupancyGrp/ProgramServicesAmt023686
IRS990/OccupancyGrp/TotalAmt030207
IRS990/OfficeExpensesGrp/FundraisingAmt01836
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011677
IRS990/OfficeExpensesGrp/ProgramServicesAmt024458
IRS990/OfficeExpensesGrp/TotalAmt037971
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024360
IRS990/OtherAssetsTotalGrp/EOYAmt023360
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013754
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0911
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014665
IRS990/OtherExpensesGrp/Desc0COMMUNITY RELATIONS
IRS990/OtherExpensesGrp/Desc1STUDENT RECRUITMENT
IRS990/OtherExpensesGrp/Desc2PROGRAM DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12335
IRS990/OtherExpensesGrp/ProgramServicesAmt0189607
IRS990/OtherExpensesGrp/ProgramServicesAmt183711
IRS990/OtherExpensesGrp/ProgramServicesAmt215065
IRS990/OtherExpensesGrp/ProgramServicesAmt3182
IRS990/OtherExpensesGrp/TotalAmt0192232
IRS990/OtherExpensesGrp/TotalAmt183711
IRS990/OtherExpensesGrp/TotalAmt215065
IRS990/OtherExpensesGrp/TotalAmt32517
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025847
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026132
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt096428
IRS990/OtherSalariesAndWagesGrp/TotalAmt0148407
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01875
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01895
IRS990/PayrollTaxesGrp/ProgramServicesAmt06994
IRS990/PayrollTaxesGrp/TotalAmt010764
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020897
IRS990/PrincipalOfficerNm0JIM BRUSH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900002
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0525000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt168000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0525000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt168000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2442
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0925590
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0106300
IRS990/PYInvestmentIncomeAmt0362
IRS990/PYOtherExpensesAmt0626820
IRS990/PYOtherRevenueAmt0268
IRS990/PYProgramServiceRevenueAmt0306667
IRS990/PYRevenuesLessExpensesAmt0416186
IRS990/PYSalariesCompEmpBnftPaidAmt056980
IRS990/PYTotalExpensesAmt0816701
IRS990/PYTotalProfFndrsngExpnsAmt026601
IRS990/PYTotalRevenueAmt01232887
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-355491
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0593442
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt012300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0100830
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt089268
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt065771
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0119480
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0387649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0684944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0925590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0261505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0610570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0215300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02697909
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0163
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0593442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0306935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0170000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01120377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0163
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0525
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62500
IRS990ScheduleA/PublicSupportPY509Pct00.65350
IRS990ScheduleA/PublicSupportTotal509Amt02386690
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0553515
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0395168
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0254268
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0109165
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0119480
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01431596
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0541215
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0294338
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0165000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt043394
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01043947
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01278386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01232525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0431505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0660570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0215300
IRS990ScheduleA/Total509Grp/TotalAmt03818286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01278549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01232887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0431505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0660570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0215300
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03818811
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0306045
IRS990ScheduleD/BuildingsGrp/DepreciationAmt028583
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0334628
IRS990ScheduleD/LandGrp/BookValueAmt0779357
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0779357
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06927374
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0428356
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07355730
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08012776
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0200000
IRS990ScheduleI/RecipientTable/CashGrantAmt1100000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FACILITY/GROWTH SUP.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PUC ACHIEVE CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1VERTUS CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0464445378
IRS990ScheduleI/RecipientTable/RecipientEIN1464366962
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01405 N SAN FERNANDO BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt121 HUMBOLDT ST

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.07$0.43$0.75$0.76$0.01
2023Summary only. Only limited summary data is available for this year.$0.53$0.08$0.44$0.55$0.68$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.57$0.48$0.43$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.01$0.51$0.45$0.39$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.49$0.39$0.10
2019Summary only. Only limited summary data is available for this year.$0.37$0.01$0.35$1.01$0.82$0.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.31$8.15$0.17$1.35$1.09$0.26
2017Detailed filing. Detailed filing data is available for this year.$8.39$8.48$0.09$1.28$1.63$0.36
2016Summary only. Only limited summary data is available for this year.$8.99$8.74$0.24$1.23$0.82$0.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$4.04$0.35$0.43$0.52$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.10$3.36$0.25$0.73$0.77$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.70$0.22$0.23$0.45$0.22
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.06$0.06$0.01