Civic Intelligence

The Open School

990EZ • Fiscal year 2017 • EIN 46-0745295

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 01, 2018

681 N Rancho Santiago BlvdOrange, CA 92869

(949) 373-5440

Siviq Scores

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

Liabilities / Assets

80th percentile

0.16x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.03x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-0.5%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$19,208

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.4%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$21,542

Up $1,293 (+6.4%) from 2016

Net Assets

Down

$17,995

Down $478 (-2.6%) from 2016

Liabilities

Up

$3,547

Up $1,771 (+100%) from 2016

Revenue

Up

$103,808

Up $46,657 (+82%) from 2016

Expenses

Up

$104,286

Up $58,064 (+126%) from 2016

Net Income

Down

-$478

Down $11,407 (-104%) from 2016

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

2017

Assets$21,542
Liabilities$3,547
Net Assets$17,995

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

2017

Revenue$103,808
Expenses$104,286
Net Income-$478
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 1, 2018
Return Version
2016v3.0
Gross Receipts
$108,219
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.

Program Services

DescriptionGrantsExpenses
Student-centered education$55,221-
Field trips--education-related field trips to complement classroom education$11,850-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Casandra ClausenPresidentFT$19,208-$19,208
Daniel PowersSecretary-$0--
Ingrid ShultzTreasurer-$0--
Jon CassieDirector-$0--
James SpadyDirector-$0--
Stephanie OlivoDirector-$0--
Matt DaleDirector-$0--
Carol Ann StoltzDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction 2017$15,256$13,401$684$12,717
Total Events$15,256$13,401$4,309$9,092
Filing and Contact Details

Filer

Filer Name
The Open School
EIN
46-0745295
Phone
9493735440
Address
681 N Rancho Santiago Blvd, Orange, CA 92869

Signing Officer

Name
Casandra Clausen
Title
President
Signed
2018-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Joyce B Bennett CPA
Address
23854 Sycamore Drive, Mission Viejo, CA 92691-3038
Preparer
Joyce B Bennett
Phone
9495881135
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $3049

Other Expenses.1002

Office Expenses $1866

Other Expenses.1003

Information Technology $431

Other Expenses.1009

Depreciation $3268

Other Expenses.1012

Insurance $1278

Other Expenses.1

Field trips $4662

Other Expenses.3

Student-centered education $182

Other Assets.1004

Miscellaneous - Beginning $12768 Miscellaneous - Ending $11544

Other Assets.1

Deposits - Beginning $1100 Deposits - Ending $1000

Other Assets.2

Due from employee - Beginning $0 Due from employee - Ending $108

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $501 Accounts Payable and Accrued Expenses - Ending $2553

Total Liabilities.1003

Deferred Revenue - Beginning $1275 Deferred Revenue - Ending $994

Raw XML Appendix198 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4James Spady
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
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IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01855
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01855
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04309
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Silent Auction 2017
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02339
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02339
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $3268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field trips $4662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student-centered education $182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous - Beginning $12768 Miscellaneous - Ending $11544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Deposits - Beginning $1100 Deposits - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Due from employee - Beginning $0 Due from employee - Ending $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $501 Accounts Payable and Accrued Expenses - Ending $2553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Deferred Revenue - Beginning $1275 Deferred Revenue - Ending $994
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1003
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Casandra Clausen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Open School
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0460745295
ReturnHeader/Filer/PhoneNum09493735440
ReturnHeader/Filer/USAddress/AddressLine1Txt0681 N Rancho Santiago Blvd
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joyce B Bennett CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023854 Sycamore Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mission Viejo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926913038
ReturnHeader/PreparerPersonGrp/PhoneNum09495881135
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joyce B Bennett
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-13T10:33:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings