Civic Intelligence

Edceptional Inc.

990 • Fiscal year 2018 • EIN 45-5281198

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 25, 2019

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

89th percentile

0.98x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

6.02x

Higher debt load relative to revenue than 96% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Source year 2018

Net Margin

81st percentile

19%

Higher net margin than 81% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • NTEE B • $5M-$10M nonprofits • Source year 2018

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

5.8%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Down

$8,312,798

Down $77,540 (-0.9%) from 2017

Net Assets

Up

$166,292

Up $258,401 (+281%) from 2017

Liabilities

Down

$8,146,506

Down $335,941 (-4.0%) from 2017

Revenue

Up

$1,353,278

Up $74,729 (+5.8%) from 2017

Expenses

Down

$1,094,877

Down $539,163 (-33%) from 2017

Net Income

Up

$258,401

Up $613,892 (+173%) from 2017

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

2018

Assets$8,312,798
Liabilities$8,146,506
Net Assets$166,292

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

2018

Revenue$1,353,278
Expenses$1,094,877
Net Income$258,401
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 25, 2019
Return Version
2018v3.1
Gross Receipts
$1,353,278
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$8,012,776$7,909,627▼ $103,149
Cash and Non-Interest-Bearing Accounts$346,078$402,591▲ $56,513
Loans From Officers Directors$276,522$141,579▼ $134,943
Accounts Receivable$8,124$580▼ $7,544
Total Assets$8,390,338$8,312,798▼ $77,540
Other Assets Total$23,360$0▼ $23,360
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,177,428$7,932,017▼ $245,411
Accounts Payable and Accrued Expenses$28,497$72,910▲ $44,413
Total Liabilities$8,482,447$8,146,506▼ $335,941
Net Assets / Fund Balance
Temporarily Rstr Net Assets$304,687$321,793▲ $17,106
Unrestricted Net Assets$-396,796$-155,501▲ $241,295
Total Net Assets Fund Balance$-92,109$166,292▲ $258,401
Total Liabilities and Net Assets / Fund Balance$8,390,338$8,312,798▼ $77,540

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$6,768,833$646,533$7,415,366
Land$843,115-$843,115
Buildings$297,679$36,949$334,628
Compensation and Service Providers

Board Members and Trustees

NameTitle
James BrushChairman
Dale TwardokusVice Chair
Carlos CarballadaBoard Member
Joseph KleinBoard Member
Kathleen MuscatoBoard Member
Lydia Boddie-riceBoard Member
Rev Sebrone JohnsonBoard Member
Richard KaplanBoard Member
Stacey ShellsBoard Member
Bryan HickmanExecutive Director
Meghan SchubmehlSecretary
Theodore SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$649,782
Program Service Revenue
$703,488
Investment Income
$8
Other Revenue
$0
All Other Contributions
$577,109
Change in Net Assets
$258,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$916,875
Salaries, Compensation, and Employee Benefits$112,002
Grants and Similar Amounts Paid$66,000
Total Fundraising Expense$33,695
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$421,877--$421,877
Depreciation Depletion$226,543--$226,543
Other Salaries and Wages$19,969$43,564$29,988$93,521
Grants to Domestic Orgs$66,000--$66,000
Occupancy$13,366$21,619-$34,985
Insurance$15,791$1,413-$17,204
Other Employee Benefits-$11,543-$11,543
Office Expenses$2,555$5,565$1,425$9,545
Payroll Taxes$1,481$3,232$2,225$6,938
Fees for Services Other$1,461$1,493$57$3,011
Other Expenses$4,648$2,623-$2,623
Travel$130$744-$874
Total Functional Expenses$969,247$91,935$33,695$1,094,877
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Puc Achieve Charter SchoolBurbank, CA-Facility/growth Sup.$66,000
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$276,522$141,579▼ $134,943
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
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
2019-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Brush
Formed
2012
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
6
Employees
2
Volunteers
13

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

PAGE 1 LINE 1 - ORGANIZATION'S MISSION STATEMENT

The mission of e3 rochester is assist our community in developing a system of schools through citizen and community action that puts families in charge of choosing their child's education. We do this by supporting the establishment, growth and improving the performance of charter schools to demonstrate that low income urban children can be brought to success at scale. E3 works with a wide range of community organizations and foundations to increase awareness of the need for meaningful educational reform and the fact that citizen action can have a direct and immediate impact by providing good choices in a charter school sector now serving 20% of the public school students in the city and growing.

PAGE 2 LINE 1 - ORGANIZATION'S MISSION STATEMENT

The mission of e3 rochester is assist our community in developing a system of schools through citizen and community action that puts families in charge of choosing their child's education. We do this by supporting the establishment, growth and improving the performance of charter schools to demonstrate that low income urban children can be brought to success at scale. E3 works with a wide range of community organizations and foundations to increase awareness of the need for meaningful educational reform and the fact that citizen action can have a direct and immediate impact by providing good choices in a charter school sector now serving 20% of the public school students in the city and growing.

Form 990, Part III, Line 4A

A. E3 rochester operates, maintains, and promotes a website, goodschoolsroc.org, that provides a portal for city parents to view and learn about 19 charter school locations in rochester and then submit a single on-line application to one or more 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 and raise the visibility of charter schools as a substantial part of rochester's educational landscape. B. E3 rochester continued to support the growth and success of vertus charter school, a high school for boys. 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 who explicitly teach character traits needed for success, model those behaviors, and provide the caring, encouragement and goal setting they need to complete their educations. Instruction consists of a combination of traditional classroom teaching and self-paced online course in learning labs where students can master subjects at their own pace. The result has been that students who struggled academically at other schools have achieved almost two years of learning per year. C. E3 rochester previously constructed a middle school campus in an impoverished neighborhood of the northeast quadrant of the city, helping to spark a widespread neighborhood renewal. While the charter school located in this building closed at the end of june 2019, the campus has been sold to uncommon schools, and will be eventually be rochester prep high school serving 900 students. D. 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. E3 is encouraging partnerships and alliances among key business leaders and community initiatives to address rochester's urgent need to vastly improve educational opportunities and outcomes for its children. If rochester is ever to gain the status of a world class city, it must have a world class educational system, possible only if community leaders collaborate to address the issue.

FORM 990, PART XII, LINE 2C:

The oversight process has not changed from the prior year.

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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07932017
IRS990/NetAssetsOrFundBalancesBOYAmt0-92109
IRS990/NetAssetsOrFundBalancesEOYAmt0166292
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt021619
IRS990/OccupancyGrp/ProgramServicesAmt013366
IRS990/OccupancyGrp/TotalAmt034985
IRS990/OfficeExpensesGrp/FundraisingAmt01425
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05565
IRS990/OfficeExpensesGrp/ProgramServicesAmt02555
IRS990/OfficeExpensesGrp/TotalAmt09545
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023360
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011543
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011543
IRS990/OtherExpensesGrp/Desc0COMMUNITY RELATIONS
IRS990/OtherExpensesGrp/Desc1STUDENT RECRUITMENT
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0139
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12623
IRS990/OtherExpensesGrp/ProgramServicesAmt0195426
IRS990/OtherExpensesGrp/ProgramServicesAmt14648
IRS990/OtherExpensesGrp/TotalAmt0195565
IRS990/OtherExpensesGrp/TotalAmt14648
IRS990/OtherExpensesGrp/TotalAmt22623
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029988
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt043564
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019969
IRS990/OtherSalariesAndWagesGrp/TotalAmt093521
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02225
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03232
IRS990/PayrollTaxesGrp/ProgramServicesAmt01481
IRS990/PayrollTaxesGrp/TotalAmt06938
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JIM BRUSH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900002
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0700000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13488
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0700000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13488
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0684944
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0300000
IRS990/PYInvestmentIncomeAmt0163
IRS990/PYOtherExpensesAmt01140653
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0593442
IRS990/PYRevenuesLessExpensesAmt0-355491
IRS990/PYSalariesCompEmpBnftPaidAmt0193387
IRS990/PYTotalExpensesAmt01634040
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01278549
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0258401
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0703488
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0124050
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt012300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0100830
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt089268
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt065771
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0392219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0667437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0684944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0925590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0261505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0610570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03150046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0163
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0703488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0593442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0306935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0170000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01823865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0163
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0533
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67370
IRS990ScheduleA/PublicSupportPY509Pct00.62500
IRS990ScheduleA/PublicSupportTotal509Amt03351454
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0310341
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0553515
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0395168
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0254268
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0109165
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01622457
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0186291
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0541215
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0294338
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0165000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt043394
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01230238
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01370925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01278386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01232525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0431505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0660570
IRS990ScheduleA/Total509Grp/TotalAmt04973911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01370933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01278549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01232887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0431505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0660570
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04974444
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0297679
IRS990ScheduleD/BuildingsGrp/DepreciationAmt036949
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0334628
IRS990ScheduleD/LandGrp/BookValueAmt0843115
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0843115
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06768833
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0646533
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07415366
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07909627
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt066000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FACILITY/GROWTH SUP.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PUC ACHIEVE CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0464445378
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01405 N SAN FERNANDO BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURBANK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091504
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION AWARDS GRANTS WHEN DOING SO IMPROVES EITHER THE NUMBER, QUALITY OR ACCESSIBILITY OF K-12 EDUCATION FOR CHILDREN LIVING IN ROCHESTER, NY. DOCUMENTATION SUPPORTING THE GRANT AWARD IS OBTAINED FROM EACH GRANTEE AND IS MAINTAINED BY THE ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1130000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt211579
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0ELIZABETH HICKMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1JOSEPH KLEIN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt2RICHARD KAPLAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0250000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1160000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt2155000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0SPOUSE OF OFFICER

Document Assets

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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
2018Detailed filing. Detailed filing data is available for this year.$8.31$8.15$0.17$1.35$1.09$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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