Civic Intelligence

Bruce W Woolpert Algebra Academy

990PF • Fiscal year 2019 • EIN 47-1116673

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

Organization Profile
6503 Frankie LaneSalinas, CA 93907

(831) 768-2089

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$223,625

Down $89,849 (-29%) from 2015

Net Assets

$223,625

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$108,386

Down $262,015 (-71%) from 2015

Expenses

Up

$143,741

Up $86,814 (+153%) from 2015

Net Income

Down

-$35,355

Down $348,829 (-111%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2015: $313,474Liabilities 2015: $02015Assets 2019: $223,625Liabilities 2019: $1Net Assets 2019: $223,6252019Assets 2020: $301,936Liabilities 2020: $4,366Net Assets 2020: $297,5702020Assets 2021: $294,641Liabilities 2021: $40Net Assets 2021: $294,6012021Assets 2022: $253,996Liabilities 2022: $42Net Assets 2022: $253,9542022Assets 2023: $313,835Liabilities 2023: $42Net Assets 2023: $313,7932023Assets 2024: $301,757Liabilities 2024: $42Net Assets 2024: $301,7152024Assets 2025: $267,769Liabilities 2025: $1,411Net Assets 2025: $266,3582025

Highlighted filing

2019

Assets$223,625
Liabilities$1
Net Assets$223,625
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2015: $370,401Expenses 2015: $56,927Net Income 2015: $313,4742015Revenue 2019: $108,386Expenses 2019: $143,741Net Income 2019: -$35,3552019Revenue 2020: $204,524Expenses 2020: $130,579Net Income 2020: $73,9452020Revenue 2021: $89,415Expenses 2021: $92,384Net Income 2021: -$2,9692021Revenue 2022: $54,931Expenses 2022: $95,578Net Income 2022: -$40,6472022Revenue 2023: $194,945Expenses 2023: $135,106Net Income 2023: $59,8392023Revenue 2024: $109,372Expenses 2024: $121,450Net Income 2024: -$12,0782024Revenue 2025: $102,625Expenses 2025: $137,982Net Income 2025: -$35,3572025

Highlighted filing

2019

Revenue$108,386
Expenses$143,741
Net Income-$35,355
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN JEFFERYChairman-$0--
ROSE ANN WOOLPERTTreasurer-$0--
RICK ITOSecretary-$0--
RONALD KINNINGERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bruce W Woolpert Algebra Academy
EIN
47-1116673
Phone
8317682089
Address
6503 FRANKIE LANE, SALINAS, CA 93907

Signing Officer

Name
Rose Ann Woolpert
Title
Treasurer
Phone
8317682089
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047772
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014727
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt090467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0380320
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0125807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt090467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087543
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019576
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056927
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0140534
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0125807
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0380320
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0254513
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE WOOLPERT FAMILY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011023 CANYON VISTA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CUPERTINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095014
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOOD FOR STUDENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INTERPRETER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MENTOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TEACHER STIPEND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0885
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22955
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt36649
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt48500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6432
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71190
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt85001
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0885
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22955
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36649
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6432
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72380
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt85001
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04950
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE ANN WOOLPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08317682089
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE W WOOLPERT ALGEBRA ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0471116673
ReturnHeader/Filer/PhoneNum08317682089
ReturnHeader/Filer/USAddress/AddressLine1Txt06503 FRANKIE LANE
ReturnHeader/Filer/USAddress/CityNm0SALINAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093907
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BRYANT CPA
ReturnHeader/ReturnTs02020-07-14T13:55:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,625
Liabilities
$1
Net assets
$223,625
Revenue
$108,386
Expenses
$143,741
Net income
-$35,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.68$0.01$2.66$1.03$1.38$0.35
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.09$1.21$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$1.95$1.35$0.60
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.55$0.96$0.41
2021Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.89$0.92$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.04$2.98$2.05$1.31$0.74
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.08$1.44$0.35
2015Summary only. Only limited summary data is available for this year.$3.13$0.00$3.70$0.57$3.13