Civic Intelligence

Intellectual Virtues Academy of Long Beach

990 • Fiscal year 2022 • EIN 46-1117774

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 16, 2023

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

76th percentile

0.31x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.18x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

6.0%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$136,280

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

31st percentile

-4.4%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

0.3%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$2,801,273

Down $127,765 (-4.4%) from 2021

Net Assets

Up

$1,943,951

Up $281,431 (+17%) from 2021

Liabilities

Down

$857,322

Down $409,196 (-32%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin48th percentile

Revenue

Up

$4,728,372

Up $12,598 (+0.3%) from 2021

Expenses

Up

$4,446,941

Up $211,911 (+5.0%) from 2021

Net Income

Down

$281,431

Down $199,313 (-41%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$2,801,273
Liabilities$857,322
Net Assets$1,943,951
Open 2022 Filing

Operations Trend

Revenue Growth41st 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

2022

Revenue$4,728,372
Expenses$4,446,941
Net Income$281,431
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 16, 2023
Return Version
2021v4.1
Gross Receipts
$4,728,372
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$1,430,540$2,099,788▲ $669,248
Accounts Receivable$1,387,388$582,534▼ $804,854
Land, Buildings, and Equipment, Net$59,917$73,472▲ $13,555
Prepaid Expenses and Deferred Charges$51,193$42,379▼ $8,814
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$2,929,038$2,801,273▼ $127,765
Other Assets Total-$3,100-
Liabilities
Unsecured Notes Loans Payable$504,800--
Accounts Payable and Accrued Expenses$602,673$442,899▼ $159,774
Deferred Revenue$159,045$414,423▲ $255,378
Total Liabilities$1,266,518$857,322▼ $409,196
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,662,520$1,943,951▲ $281,431
Total Net Assets Fund Balance$1,662,520$1,943,951▲ $281,431
Total Liabilities and Net Assets / Fund Balance$2,929,038$2,801,273▼ $127,765

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$13,523$327,347$340,870
Other Land Buildings$59,745-$59,745
Equipment$204$12,883$13,087
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James McgrathDirectorFT$136,280-$136,280
Jacquie BryantTrusteeFT$106,034$18,031$124,065
Summer SandersDirectorFT$97,816-$97,816

Board Members and Trustees

NameTitle
Eric ChurchillChairman
Richard WilliamsDirector
Asion JacksonTrustee
Dan HertzlerTrustee
Howie FitzgeraldTrustee
Jamie CampbellTrustee
Janet MooreTrustee
Lachelle CarterTrustee
Staci EmersonTrustee
Steve PorterSecretary
Joshua RossTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
6th Pine Development LLCConstruction180 E OCEAN BLVD SUITE 103, Long Beach, CA 90802$147,846
Revenue and Support

Revenue Composition

Contributions and Grants
$4,728,372
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$385,651
Change in Net Assets
$281,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,728,372
Total Revenue per Audited Statements
$4,728,372
Total Revenue per Form 990
$4,728,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,694,775
Other Expenses$1,752,166
Total Fundraising Expense$3,377
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,761,602$55,744-$1,817,346
Occupancy$408,363--$408,363
Current Officers, Directors, Trustees, and Key Employees$340,130--$340,130
Fees for Services Other$148,786$128,556-$277,342
Other Employee Benefits$245,721$9,298-$255,019
Pension Plan Contributions$170,114$2,874-$172,988
Fees for Services Management-$135,770-$135,770
All Other Expenses$94,317$19,911$3,377$117,605
Payroll Taxes$105,758$3,534-$109,292
Advertising-$85,256-$85,256
Information Technology$81,234--$81,234
Other Expenses$46,500$21,537-$46,500
Insurance-$45,033-$45,033
Fees for Service Investment Mgmnt Fees-$36,601-$36,601
Travel$26,611--$26,611
Depreciation Depletion$26,124--$26,124
Fees for Services Legal-$22,021-$22,021
Fees for Services Accounting-$13,200-$13,200
Total Functional Expenses$3,864,229$579,335$3,377$4,446,941

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,446,941
Total Expenses per Audited Statements$4,446,941
Total Expenses per Form 990$4,446,941
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
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 35% controlled entity
No
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
No
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
James Mcgrath
Title
Director
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mcgrath
Formed
2012
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
35

Preparer

Firm
Wilkinson Hadley King & Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
Kevin Sproul
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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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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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
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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.

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,801,273
Liabilities
$857,322
Net assets
$1,943,951
Revenue
$4,728,372
Expenses
$4,446,941
Net income
$281,431
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits