Civic Intelligence

Umoja Community Education Foundation

990 • Fiscal year 2019 • EIN 47-3202014

Jul 01, 2018 to Jun 30, 2019 • Filed on May 12, 2021

PO Box 188067Sacramento, CA 95818

(916) 661-6455

Siviq Scores

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

Liabilities / Assets

65th percentile

0.20x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

0.06x

Higher debt load relative to revenue than 43% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

61st percentile

7.7%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

90th percentile

44%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

470%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,015,013

Up $312,249 (+44%) from 2018

Net Assets

Up

$812,063

Up $222,523 (+38%) from 2018

Liabilities

Up

$202,950

Up $89,726 (+79%) from 2018

Revenue

Up

$3,398,512

Up $2,802,461 (+470%) from 2018

Expenses

Up

$3,136,314

Up $2,676,232 (+582%) from 2018

Net Income

Up

$262,198

Up $126,229 (+93%) from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $209,265Liabilities 2015: $41,380Net Assets 2015: $167,8852015Assets 2016: $587,458Liabilities 2016: $120,817Net Assets 2016: $466,6412016Assets 2017: $623,999Liabilities 2017: $170,428Net Assets 2017: $453,5712017Assets 2018: $702,764Liabilities 2018: $113,224Net Assets 2018: $589,5402018Assets 2019: $1,042,958Liabilities 2019: $118,387Net Assets 2019: $924,5712019Assets 2019: $1,015,013Liabilities 2019: $202,950Net Assets 2019: $812,0632019Assets 2020: $867,581Liabilities 2020: $239,303Net Assets 2020: $628,2782020Assets 2021: $1,381,804Liabilities 2021: $328,757Net Assets 2021: $1,053,0472021Assets 2022: $1,365,534Liabilities 2022: $417,290Net Assets 2022: $948,2442022Assets 2023: $3,138,090Liabilities 2023: $130,955Net Assets 2023: $3,007,1352023Assets 2024: $6,650,155Liabilities 2024: $4,498,176Net Assets 2024: $2,151,9792024Assets 2025: $5,385,814Liabilities 2025: $2,053,726Net Assets 2025: $3,332,0882025

Highlighted filing

2019

Assets$1,015,013
Liabilities$202,950
Net Assets$812,063

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $592,769Expenses 2015: $424,884Net Income 2015: $167,8852015Revenue 2016: $1,614,801Expenses 2016: $1,316,045Net Income 2016: $298,7562016Revenue 2017: $1,576,860Expenses 2017: $1,589,930Net Income 2017: -$13,0702017Revenue 2018: $596,051Expenses 2018: $460,082Net Income 2018: $135,9692018Revenue 2019: $3,419,584Expenses 2019: $3,084,553Net Income 2019: $335,0312019Revenue 2019: $3,398,512Expenses 2019: $3,136,314Net Income 2019: $262,1982019Revenue 2020: $2,664,954Expenses 2020: $2,848,739Net Income 2020: -$183,7852020Revenue 2021: $2,612,685Expenses 2021: $2,332,366Net Income 2021: $280,3192021Revenue 2022: $1,549,253Expenses 2022: $1,654,056Net Income 2022: -$104,8032022Revenue 2023: $3,980,600Expenses 2023: $1,921,709Net Income 2023: $2,058,8912023Revenue 2024: $2,667,265Expenses 2024: $3,522,421Net Income 2024: -$855,1562024Revenue 2025: $6,347,016Expenses 2025: $5,166,907Net Income 2025: $1,180,1092025

Highlighted filing

2019

Revenue$3,398,512
Expenses$3,136,314
Net Income$262,198
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2021
Return Version
2018v3.2
Gross Receipts
$3,398,512
Mission and Program Overview

Mission

Dedicated to enhancing the cultural and educational experiences of african american and other students through a curriculum and pedagogy responsive to the legacy of the african and african american diasporas.

Umoja (a kiswahili word meaning unity) is a community and critical resource dedicated to enhancing the cultural and educational experiences of african american and other students. Umoja actively serves and promotes student success for all students through a curriculum and pedagogy responsive to the legacy of the african and african american diasporas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$378,966$493,693▲ $114,727
Accounts Receivable$270,292$419,321▲ $149,029
Savings and Temporary Cash Investments-$51,258-
Prepaid Expenses and Deferred Charges$47,199$48,052▲ $853
Total Assets$698,526$1,015,013▲ $316,487
Other Assets Total$2,069$2,689▲ $620
Liabilities
Accounts Payable and Accrued Expenses$66,630$124,188▲ $57,558
Other Liabilities$64,313$78,762▲ $14,449
Total Liabilities$130,943$202,950▲ $72,007
Net Assets / Fund Balance
Temporarily Rstr Net Assets$241,780$470,776▲ $228,996
Unrestricted Net Assets$325,803$341,287▲ $15,484
Total Net Assets Fund Balance$567,583$812,063▲ $244,480
Total Liabilities and Net Assets / Fund Balance$698,526$1,015,013▲ $316,487
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,942,823
Program Service Revenue
$451,739
Investment Income
$100
Other Revenue
$3,850
All Other Contributions
$329
Change in Net Assets
$262,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,269,500
Salaries, Compensation, and Employee Benefits$866,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$735,472$23,819-$759,291
Conferences and Meetings$636,331$4,380-$640,711
Fees for Services Management$191,273--$191,273
Fees for Services Other$110,811$13,340-$124,151
Payroll Taxes$64,866--$64,866
Travel$63,061$419-$63,480
Other Employee Benefits$42,657--$42,657
Advertising$26,636$8,313-$34,949
Office Expenses$26,369$1,378-$27,747
Occupancy$17,069$7,316-$24,385
Fees for Services Accounting$12,547--$12,547
Information Technology$10,317--$10,317
Insurance$7,793--$7,793
Fees for Services Legal$2,410--$2,410
Other Expenses$23$184-$23
Total Functional Expenses$3,025,165$111,149$0$3,136,314
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$38,485
Accrued Vacation Payable$19,841
Deferred Revenue$14,016
Credit Cards Payable$6,420
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The tax return is prepared and submitted to the governing body to review. It is then forwarded to the president for approval.

Form 990, Page 6, Part VI, Line 12C

If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Page 6, Part VI, Line 15A

The umoja board of directors used survey information from the foundation for california community colleges as a tool to set the compensation for the executive director..

Form 990, Page 6, Part VI, Line 18

Documents are available to the public upon request in the umoja office.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public in the umoja office.

Filing and Contact Details

Filer

Filer Name
Umoja Community Education
EIN
47-3202014
Phone
9166616455
Address
PO BOX 188067, SACRAMENTO, CA 95818

Signing Officer

Name
Dr Teresa Aldredge
Title
President
Phone
9166616455
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Teresa Aldredge
Formed
2015
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
28

Preparer

Firm
Next Level Accounting & Tax
Address
508 GIBSON DR STE 240, ROSEVILLE, CA 95678
Preparer
Keith Huggett
Phone
9169609800
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

Financial statement audit conducted after filing of the tax return made material changes to the financial statements resulting in the need to amend this years tax return.

Form 990, Page 1, Part I, Line 6

Volunteer board members donate approximately 2 hours per week preparing for attending board meetings, and committee meetings.

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048052
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0451739
IRS990/ProgSrvcAccomActy2Grp/Desc0UMOJA COMMUNITY EDUCATION FOUNDATION RECEIVES FUNDING THAT IS FOR UMOJA PROGRAMS. THE FUNDING IS PROVIDED TO CAMPUSES TO SUPPORT THE EXPANSION OF UMOJA PROGRAMS, AND TO INCREASE POSTSECONDARY EDUCATIONAL SUCCESS RATES FOR UMOJA STUDENTS WITH AN EMPHASIS ON AFRICAN AMERICAN STUDENTS.
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IRS990/PYTotalExpensesAmt0460082
IRS990/PYTotalRevenueAmt0596051
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0492881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01139916
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0558859
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CREDIT CARDS PAYABLE
IRS990ScheduleD/TotalLiabilityAmt078762
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINANCIAL STATEMENT AUDIT CONDUCTED AFTER FILING OF THE TAX RETURN MADE MATERIAL CHANGES TO THE FINANCIAL STATEMENTS RESULTING IN THE NEED TO AMEND THIS YEARS TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEER BOARD MEMBERS DONATE APPROXIMATELY 2 HOURS PER WEEK PREPARING FOR ATTENDING BOARD MEETINGS, AND COMMITTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS PREPARED AND SUBMITTED TO THE GOVERNING BODY TO REVIEW. IT IS THEN FORWARDED TO THE PRESIDENT FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE UMOJA BOARD OF DIRECTORS USED SURVEY INFORMATION FROM THE FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES AS A TOOL TO SET THE COMPENSATION FOR THE EXECUTIVE DIRECTOR..
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST IN THE UMOJA OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE TO THE PUBLIC IN THE UMOJA OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03025165
IRS990/TotalFunctionalExpensesGrp/TotalAmt03136314
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03398512
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01015013
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IRS990/TravelGrp/ProgramServicesAmt063061
IRS990/TravelGrp/TotalAmt063480
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0325803
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01540 RIVER PARK DRIVE SUITE 121
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095815
IRS990/VotingMembersGoverningBodyCnt012
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IRS990/WebsiteAddressTxt0UMOJACOMMUNITY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR TERESA ALDREDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09166616455
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UMOJA COMMUNITY EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UMOJ
ReturnHeader/Filer/EIN0473202014
ReturnHeader/Filer/PhoneNum09166616455
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 188067
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095818
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821310971
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEXT LEVEL ACCOUNTING & TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0508 GIBSON DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095678
ReturnHeader/PreparerPersonGrp/PhoneNum09169609800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH HUGGETT

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