Civic Intelligence

Intellectual Virtues Academy of Long Beach

990 • Fiscal year 2017 • EIN 46-1117774

Jul 01, 2016 to Jun 30, 2017 • Filed on May 16, 2018

Organization ProfileN/A
3601 Linden AveLong Beach, CA 90807

(562) 912-7017

Siviq Scores

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

Liabilities / Assets

75th percentile

0.39x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.13x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

60th percentile

6.7%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

77%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

160%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$1,226,555

Up $534,863 (+77%) from 2016

Net Assets

Up

$742,836

Up $239,872 (+48%) from 2016

Liabilities

Up

$483,719

Up $294,991 (+156%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin60th percentile

Revenue

Up

$3,591,687

Up $2,212,727 (+160%) from 2016

Expenses

Up

$3,351,815

Up $2,044,597 (+156%) from 2016

Net Income

Up

$239,872

Up $168,130 (+234%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $231,873Liabilities 2013: $231,583Net Assets 2013: $2902013Assets 2014: $447,063Liabilities 2014: $66,883Net Assets 2014: $380,1802014Assets 2015: $576,726Liabilities 2015: $145,504Net Assets 2015: $431,2222015Assets 2016: $691,692Liabilities 2016: $188,728Net Assets 2016: $502,9642016Assets 2017: $1,226,555Liabilities 2017: $483,719Net Assets 2017: $742,8362017Assets 2018: $1,446,689Liabilities 2018: $490,379Net Assets 2018: $956,3102018Assets 2019: $1,734,538Liabilities 2019: $508,254Net Assets 2019: $1,226,2842019Assets 2020: $2,066,325Liabilities 2020: $884,549Net Assets 2020: $1,181,7762020Assets 2021: $2,929,038Liabilities 2021: $1,266,518Net Assets 2021: $1,662,5202021Assets 2022: $2,801,273Liabilities 2022: $857,322Net Assets 2022: $1,943,9512022Assets 2023: $5,000,329Liabilities 2023: $2,577,270Net Assets 2023: $2,423,0592023Assets 2024: $4,714,524Liabilities 2024: $2,011,839Net Assets 2024: $2,702,6852024

Highlighted filing

2017

Assets$1,226,555
Liabilities$483,719
Net Assets$742,836
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $52,713Expenses 2013: $52,423Net Income 2013: $2902013Revenue 2014: $1,076,416Expenses 2014: $696,526Net Income 2014: $379,8902014Revenue 2015: $1,136,414Expenses 2015: $1,085,372Net Income 2015: $51,0422015Revenue 2016: $1,378,960Expenses 2016: $1,307,218Net Income 2016: $71,7422016Revenue 2017: $3,591,687Expenses 2017: $3,351,815Net Income 2017: $239,8722017Revenue 2018: $3,309,364Expenses 2018: $3,095,890Net Income 2018: $213,4742018Revenue 2019: $4,057,487Expenses 2019: $3,787,513Net Income 2019: $269,9742019Revenue 2020: $4,166,237Expenses 2020: $4,210,745Net Income 2020: -$44,5082020Revenue 2021: $4,715,774Expenses 2021: $4,235,030Net Income 2021: $480,7442021Revenue 2022: $4,728,372Expenses 2022: $4,446,941Net Income 2022: $281,4312022Revenue 2023: $5,130,001Expenses 2023: $4,650,893Net Income 2023: $479,1082023Revenue 2024: $5,576,862Expenses 2024: $5,362,478Net Income 2024: $214,3842024

Highlighted filing

2017

Revenue$3,591,687
Expenses$3,351,815
Net Income$239,872
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 16, 2018
Return Version
2016v3.0
Gross Receipts
$3,636,021
Mission and Program Overview

Mission

To foster meaningful growth in intellectual character virtues in a thoughtful, challenging, and supportive academic environment. To equip students to engage the world with curiousity and thoughtfulness, to know themselves, and to live well.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$538,943$825,144▲ $286,201
Accounts Receivable$125,375$265,833▲ $140,458
Land, Buildings, and Equipment, Net$25,874$119,391▲ $93,517
Prepaid Expenses and Deferred Charges$1,500$11,187▲ $9,687
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$691,692$1,226,555▲ $534,863
Other Assets Total-$5,000-
Liabilities
Unsecured Notes Loans Payable-$250,000-
Accounts Payable and Accrued Expenses$188,728$220,469▲ $31,741
Deferred Revenue-$13,250-
Total Liabilities$188,728$483,719▲ $294,991
Net Assets / Fund Balance
Unrestricted Net Assets$462,697$740,841▲ $278,144
Temporarily Rstr Net Assets$40,267$1,995▼ $38,272
Total Net Assets Fund Balance$502,964$742,836▲ $239,872
Total Liabilities and Net Assets / Fund Balance$691,692$1,226,555▲ $534,863

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$119,391$44,374-
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Eric ChurchillChairman
Steve PorterChairman
Dan HertzlerDirector
Darin EarleyDirector
Edward CastroDirector
Gregg WhelanDirector
Rachel WeitzmanDirector
Rebecca IrwinDirector
Shelly MillsapDirector
Karyn PaceTrustee
Evan HemmersbachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,601,276
Program Service Revenue
$2,695
Investment Income
$140
Other Revenue
$-12,424
All Other Contributions
$1,355,231
Change in Net Assets
$239,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,723,933
Other Expenses$1,627,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,241,908$85,908-$1,327,816
Fees for Services Other$643,965$313,157-$957,122
Other Employee Benefits$191,677$16,472-$208,149
Current Officers, Directors, Trustees, and Key Employees$100,253--$100,253
Pension Plan Contributions$87,715--$87,715
Depreciation Depletion-$27,877-$27,877
Other Expenses$34,254$17,706-$17,706
All Other Expenses$12,514$436-$12,950
Travel$7,848--$7,848
Total Functional Expenses$2,736,621$615,194$0$3,351,815
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,334
Fundraising Gross Income$31,910
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$31,910$31,910$44,077$-12,167
Total Events$31,910$31,910$44,334$-12,424
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Family relationship. Program administrator danielle montiel was hired in january 2013. During the discussion of danielle's employment and vote to hire in december 2012, steve porter, brother-in-law to danielle and mynor montiel, husband to montiel, left the room and did not vote. Steve porter currently sits on the board of directors. Mynor montiel resigned his position as board director in january 2014.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Process used to review the 990. Copy of 990 provided to finance committe and reviewed prior to submission to board. All board members receive a copy for review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict of interest policy. All conflicts of interest are disclosed using form 700.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“990 made public. The 990 tax form is made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Intellectual Virtues Academy
EIN
46-1117774
Phone
5629127017
Address
3601 LINDEN AVE, LONG BEACH, CA 90807

Signing Officer

Name
Eric Churchill
Title
Chairman
Signed
2018-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
39
Volunteers
35

Preparer

Firm
Wilkinson Hadley King Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
P Robert Wilkinson
Phone
6194476700
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The school follows provisions of uncertain tax positions as addressed in asc 958. The school recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable.”

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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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IRS990/MissionDesc0TO FOSTER MEANINGFUL GROWTH IN INTELLECTUAL CHARACTER VIRTUES IN A THOUGHTFUL, CHALLENGING, AND SUPPORTIVE ACADEMIC ENVIRONMENT. TO EQUIP STUDENTS TO ENGAGE THE WORLD WITH CURIOUSITY AND THOUGHTFULNESS, TO KNOW THEMSELVES, AND TO LIVE WELL.
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016472
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0191677
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0208149
IRS990/OtherExpensesGrp/Desc0BOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1RENTAL, LEASES, AND REPAIRS
IRS990/OtherExpensesGrp/Desc2OPERATION AND HOUSEKEEPING
IRS990/OtherExpensesGrp/Desc3DIRECT SUPPORT/INDIRECT COST
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1134709
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217706
IRS990/OtherExpensesGrp/ProgramServicesAmt0377966
IRS990/OtherExpensesGrp/ProgramServicesAmt138521
IRS990/OtherExpensesGrp/ProgramServicesAmt234254
IRS990/OtherExpensesGrp/TotalAmt0396895
IRS990/OtherExpensesGrp/TotalAmt1173230
IRS990/OtherExpensesGrp/TotalAmt234254
IRS990/OtherExpensesGrp/TotalAmt317706
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085908
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IRS990/OtherSalariesAndWagesGrp/TotalAmt01327816
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt087715
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011187
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FOOD SERVICE SALES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM REV
IRS990/ProgramServiceRevenueGrp/Desc2UNIFORMS
IRS990/ProgramServiceRevenueGrp/Desc3YEARBOOKS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0568
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1382
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21535
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3210
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3210
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01378960
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt0533731
IRS990/PYRevenuesLessExpensesAmt071742
IRS990/PYSalariesCompEmpBnftPaidAmt0773487
IRS990/PYTotalExpensesAmt01307218
IRS990/PYTotalRevenueAmt01378960
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0239872
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt044374
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0163765
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE SCHOOL RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0119391
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATION POLICY. THE SCHOOL MAKES THE NONDISCRIMINATORY POLICY AVAILABLE TO THE GENERAL PUBLIC DURING REGISTRATION. A COPY MAY BE RECEIVED FROM THE FRONT OFFICE.
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
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031910
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044077
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP. PROGRAM ADMINISTRATOR DANIELLE MONTIEL WAS HIRED IN JANUARY 2013. DURING THE DISCUSSION OF DANIELLE'S EMPLOYMENT AND VOTE TO HIRE IN DECEMBER 2012, STEVE PORTER, BROTHER-IN-LAW TO DANIELLE AND MYNOR MONTIEL, HUSBAND TO MONTIEL, LEFT THE ROOM AND DID NOT VOTE. STEVE PORTER CURRENTLY SITS ON THE BOARD OF DIRECTORS. MYNOR MONTIEL RESIGNED HIS POSITION AS BOARD DIRECTOR IN JANUARY 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROCESS USED TO REVIEW THE 990. COPY OF 990 PROVIDED TO FINANCE COMMITTE AND REVIEWED PRIOR TO SUBMISSION TO BOARD. ALL BOARD MEMBERS RECEIVE A COPY FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY. ALL CONFLICTS OF INTEREST ARE DISCLOSED USING FORM 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 MADE PUBLIC. THE 990 TAX FORM IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt040267
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01995
IRS990/TempOrPermanentEndowmentsInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,226,555
Liabilities
$483,719
Net assets
$742,836
Revenue
$3,591,687
Expenses
$3,351,815
Net income
$239,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.71$2.01$2.70$5.58$5.36$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.00$2.58$2.42$5.13$4.65$0.48
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.86$1.94$4.73$4.45$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.93$1.27$1.66$4.72$4.24$0.48
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.88$1.18$4.17$4.21$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.51$1.23$4.06$3.79$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.49$0.96$3.31$3.10$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.48$0.74$3.59$3.35$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.19$0.50$1.38$1.31$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.15$0.43$1.14$1.09$0.05
2014Summary only. Only limited summary data is available for this year.$0.45$0.07$0.38$1.08$0.70$0.38
2013Summary only. Only limited summary data is available for this year.$0.23$0.23$0.00$0.05$0.05$0.00