Civic Intelligence

The Open School

990EZ • Fiscal year 2016 • EIN 46-0745295

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 17, 2017

681 South Rancho Santiago BlvdOrange, CA 92869

(714) 326-4212

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$6,400

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Assets

$20,249

No earlier filing loaded for comparison.

Net Assets

$18,473

No earlier filing loaded for comparison.

Liabilities

$1,776

No earlier filing loaded for comparison.

Revenue

$57,151

No earlier filing loaded for comparison.

Expenses

$46,222

No earlier filing loaded for comparison.

Net Income

$10,929

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2016: $20,249Liabilities 2016: $1,776Net Assets 2016: $18,4732016Assets 2017: $21,542Liabilities 2017: $3,547Net Assets 2017: $17,9952017Assets 2018: $58,529Liabilities 2018: $23,430Net Assets 2018: $35,0992018Assets 2019: $55,336Liabilities 2019: $6,391Net Assets 2019: $48,9452019Assets 2020: $91,021Liabilities 2020: $24,295Net Assets 2020: $66,7262020Assets 2021: $162,089Liabilities 2021: $47,839Net Assets 2021: $114,2502021Assets 2022: $158,125Liabilities 2022: $5,792Net Assets 2022: $152,3332022Assets 2023: $162,433Liabilities 2023: $6,021Net Assets 2023: $156,4122023Assets 2024: $314,709Liabilities 2024: $46,621Net Assets 2024: $268,0882024

Highlighted filing

2016

Assets$20,249
Liabilities$1,776
Net Assets$18,473

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2016: $57,151Expenses 2016: $46,222Net Income 2016: $10,9292016Revenue 2017: $103,808Expenses 2017: $104,286Net Income 2017: -$4782017Revenue 2018: $129,820Expenses 2018: $112,716Net Income 2018: $17,1042018Revenue 2019: $147,994Expenses 2019: $134,148Net Income 2019: $13,8462019Revenue 2020: $198,676Expenses 2020: $180,895Net Income 2020: $17,7812020Revenue 2021: $204,893Expenses 2021: $157,369Net Income 2021: $47,5242021Revenue 2022: $331,122Expenses 2022: $286,387Net Income 2022: $44,7352022Revenue 2023: $459,653Expenses 2023: $454,527Net Income 2023: $5,1262023Revenue 2024: $636,604Expenses 2024: $523,311Net Income 2024: $113,2932024

Highlighted filing

2016

Revenue$57,151
Expenses$46,222
Net Income$10,929
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 17, 2017
Return Version
2015v3.0
Gross Receipts
$57,151
Mission and Program Overview

Mission

Providing learner-led education that respects, trusts and empowers students to pursue their interests, optimize their potential as humans, and allow their true selves to emerge.

Providing learner led education that respects, trusts and empowers students to pursue their interests, optimize their potential as humans, and allow their true selves to emerge.

Program Services

DescriptionGrantsExpenses
STUDENT-CENTERD EDUCATION-$25,508
FIELD TRIPS - EDUCATION RELATED FIELD TRIPS TO COMPLEMENT CLASSROOM EDUCATION-$7,206
VAN DEPRECIATION FOR USE ON FIELD TRIPS-$2,434
PARENT EDUCATION - GROUP SESSIONS FOR FAMILIES AND PARENT EDUCATION SPECIALIST-$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEN PAGETreasurerPT$6,400-$6,400
CASANDRA CLAUSENPresidentFT$600-$600
Filing and Contact Details

Filer

Filer Name
The Open School Oc
EIN
46-0745295
Address
681 SOUTH RANCHO SANTIAGO BLVD, ORANGE, CA 92869

Signing Officer

Name
Casandra Clausen
Title
President
Signed
2017-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Insight Accounting Llp
Address
100 PACIFICA STE 360, IRVINE, CA 92618-4318
Preparer
Richard Sandfer
Phone
9494539331
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses printing 348 advertising 4,150 marketing 1,766 office supplies 2,235 postage 23 computer expense 180 field trips 6,918 travel 21 meals 239 insurance 957 recreation supplies 204 project corp 28 party committee 314 medical supplies 66 bank fees 312 returned check 320 dues & subscriptions 623 parent education 500 taxes & fees 96 non-investment depreciation 2,554 total 21,854

Form 990-ez, Part II, Line 24

Ford e350 van 0 14,605 less accumulated depreciation 0 2,434 furniture 0 717 less accumulated depreciation 0 120 deposits 0 1,100 total 0 13,868

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 501 deferred revenue 900 1,275

Form 990-ez, Part III

Providing learner led education that respects, trusts and empowers students to pursue their interests, optimize their potential as humans, and allow their true selves to emerge.

Form 990-ez, Part III, Line 31

Van depreciation for use on field trips

Raw XML Appendix114 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEEPBOOKING
IRS990EZ/BooksInCareOfDetail/PhoneNum07143264212
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt041599 CHERRYBRANCH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08444
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06381
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02655
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IRS990EZ/ExcessOrDeficitForYearAmt010929
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01409
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt057151
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt018473
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07544
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018473
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEN PAGE
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING LEARNER LED EDUCATION THAT RESPECTS, TRUSTS AND EMPOWERS STUDENTS TO PURSUE THEIR INTERESTS, OPTIMIZE THEIR POTENTIAL AS HUMANS, AND ALLOW THEIR TRUE SELVES TO EMERGE.
IRS990EZ/ProgramServiceRevenueAmt054495
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT-CENTERD EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS - EDUCATION RELATED FIELD TRIPS TO COMPLEMENT CLASSROOM EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT EDUCATION - GROUP SESSIONS FOR FAMILIES AND PARENT EDUCATION SPECIALIST
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VAN DEPRECIATION FOR USE ON FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025508
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17206
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32434
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022959
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01776
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046222
IRS990EZ/TotalProgramServiceExpensesAmt035648
IRS990EZ/TotalRevenueAmt057151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PRINTING 348 ADVERTISING 4,150 MARKETING 1,766 OFFICE SUPPLIES 2,235 POSTAGE 23 COMPUTER EXPENSE 180 FIELD TRIPS 6,918 TRAVEL 21 MEALS 239 INSURANCE 957 RECREATION SUPPLIES 204 PROJECT CORP 28 PARTY COMMITTEE 314 MEDICAL SUPPLIES 66 BANK FEES 312 RETURNED CHECK 320 DUES & SUBSCRIPTIONS 623 PARENT EDUCATION 500 TAXES & FEES 96 NON-INVESTMENT DEPRECIATION 2,554 TOTAL 21,854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORD E350 VAN 0 14,605 LESS ACCUMULATED DEPRECIATION 0 2,434 FURNITURE 0 717 LESS ACCUMULATED DEPRECIATION 0 120 DEPOSITS 0 1,100 TOTAL 0 13,868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 501 DEFERRED REVENUE 900 1,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDING LEARNER LED EDUCATION THAT RESPECTS, TRUSTS AND EMPOWERS STUDENTS TO PURSUE THEIR INTERESTS, OPTIMIZE THEIR POTENTIAL AS HUMANS, AND ALLOW THEIR TRUE SELVES TO EMERGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VAN DEPRECIATION FOR USE ON FIELD TRIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASANDRA CLAUSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OPEN SCHOOL OC
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0460745295
ReturnHeader/Filer/USAddress/AddressLine1Txt0681 SOUTH RANCHO SANTIAGO BLVD
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092869
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272806556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INSIGHT ACCOUNTING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 PACIFICA STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926184318
ReturnHeader/PreparerPersonGrp/PhoneNum09494539331
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SANDFER
ReturnHeader/ReturnTs02017-02-17T12:06:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings