Civic Intelligence

Middle Tree Inc

990 • Fiscal year 2023 • EIN 47-3525937

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 06, 2024

Organization ProfileN/A

View Organization Page

250 W 1st Street 330Claremont, CA 91711

(714) 496-4866

Siviq Scores

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

Liabilities / Assets

81st percentile

0.42x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.17x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$110,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

6th percentile

-24%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$1,194,868

Down $367,299 (-24%) from 2022

Net Assets

Down

$690,698

Down $358,585 (-34%) from 2022

Liabilities

Down

$504,170

Down $8,714 (-1.7%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Down

$2,961,631

Down $823,776 (-22%) from 2022

Expenses

Down

$3,352,830

Down $80,809 (-2.4%) from 2022

Net Income

Down

-$391,199

Down $742,967 (-211%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $15,509Liabilities 2016: $142Net Assets 2016: $15,3672016Assets 2017: $34,220Liabilities 2017: $1,610Net Assets 2017: $32,6102017Assets 2018: $28,929Liabilities 2018: $4,753Net Assets 2018: $24,1762018Assets 2019: $10,244Liabilities 2019: $7,306Net Assets 2019: $2,9382019Assets 2020: $356,795Liabilities 2020: $5,587Net Assets 2020: $351,2082020Assets 2021: $881,490Liabilities 2021: $154,391Net Assets 2021: $727,0992021Assets 2022: $1,562,167Liabilities 2022: $512,884Net Assets 2022: $1,049,2832022Assets 2023: $1,194,868Liabilities 2023: $504,170Net Assets 2023: $690,6982023Assets 2024: $2,267,072Liabilities 2024: $1,215,241Net Assets 2024: $1,051,8312024

Highlighted filing

2023

Assets$1,194,868
Liabilities$504,170
Net Assets$690,698
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $70,904Expenses 2016: $59,551Net Income 2016: $11,3532016Revenue 2017: $181,511Expenses 2017: $164,522Net Income 2017: $16,9892017Revenue 2018: $284,266Expenses 2018: $292,701Net Income 2018: -$8,4352018Revenue 2019: $297,469Expenses 2019: $318,705Net Income 2019: -$21,2362019Revenue 2020: $878,476Expenses 2020: $530,206Net Income 2020: $348,2702020Revenue 2021: $988,608Expenses 2021: $612,717Net Income 2021: $375,8912021Revenue 2022: $3,785,407Expenses 2022: $3,433,639Net Income 2022: $351,7682022Revenue 2023: $2,961,631Expenses 2023: $3,352,830Net Income 2023: -$391,1992023Revenue 2024: $5,476,278Expenses 2024: $5,163,531Net Income 2024: $312,7472024

Highlighted filing

2023

Revenue$2,961,631
Expenses$3,352,830
Net Income-$391,199
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 6, 2024
Return Version
2022v5.0
Gross Receipts
$3,001,366
Mission and Program Overview

Mission

Middle Tree is a non-profit learning and tutoring center that provides access to supplemental educational services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$974,589$545,415▼ $429,174
Savings and Temporary Cash Investments$553,981$54,300▼ $499,681
Land, Buildings, and Equipment, Net$23,445$36,145▲ $12,700
Accounts Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,562,167$1,194,868▼ $367,299
Other Assets Total$10,152$559,008▲ $548,856
Liabilities
Mortgage Notes Payable Secured by Investment Property$499,900$499,900→ $0
Other Liabilities$12,984$4,270▼ $8,714
Total Liabilities$512,884$504,170▼ $8,714
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,049,283$690,698▼ $358,585
Total Net Assets Fund Balance$1,049,283$690,698▼ $358,585
Total Liabilities and Net Assets / Fund Balance$1,562,167$1,194,868▼ $367,299

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,912$10,014$25,926
Equipment$14,823$3,706$18,529
Leasehold Improvements$5,410$832$6,242
Other Assets Org$71,151--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joseph AtmanPresidentFT$110,000$110,000

Board Members and Trustees

NameTitle
Patricia DeehringDeputy Director
Jason TavarezSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$87,770
Program Service Revenue
$2,901,377
Investment Income
$-27,516
Other Revenue
$0
All Other Contributions
$87,770
Change in Net Assets
$-391,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,514,064
Other Expenses$838,766
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$1,906,700-$1,906,700
Payroll Taxes-$497,364-$497,364
Current Officers, Directors, Trustees, and Key Employees-$110,000-$110,000
Office Expenses$107,637--$107,637
Fees for Services Other$28,288--$28,288
All Other Expenses$27,514--$27,514
Fees for Services Legal$23,408--$23,408
Other Expenses$14,173--$14,173
Advertising$11,059--$11,059
Depreciation Depletion$9,779--$9,779
Payment Travel Entrtnmnt Publicly Ofcl$6,840--$6,840
Travel$3,167--$3,167
Information Technology$344--$344
Interest$273--$273
Total Functional Expenses$838,766$2,514,064$0$3,352,830
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital One Spark$4,270
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
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, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Middle Tree Inc
EIN
47-3525937
Phone
7144964866
Address
250 W 1st Street 330, Claremont, CA 91711

Signing Officer

Name
Patricia Deehring
Title
Deputy Director
Signed
2024-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Atman
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
82

Preparer

Firm
Langwasser & Co Cpas
Address
99 EAST C STREET SUITE 100, UPLAND, CA 91786
Preparer
Karin Langwasser CPA
Phone
9099319080
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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/Desc0Middle Tree broadened our organic reach in our core programming by expanding our services to three brick-and-mortar sites throughout the state - all of which offered a blending of college counseling, financial aid, and supplemental educational elements. Middle Tree began to crawl back to our pre-COVID enrollent numbers in all areas except for test preparation (which has been stymied due to the California University system no longer requiring ACT/SAT testing. We look to continue our positive progress into 2022-2023 fiscal year.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Middle Tree's wrap-around services within our partnerships further expanded in 2022-2023 fiscal year, by seeing a near 50% up-tick in the services we provide to districts and other non profit partners. New satellite programs in the Pomona Unified District, the Coachella Valley, charter schools, and other nonprofits all contributed to our growth in these areas.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt085
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt089628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02383
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0186430
IRS990ScheduleA/TotalSupportAmt0186515
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt014823
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03706
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018529
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05410
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0832
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06242
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt071151
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposits in Transit
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015912
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010014
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025926
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Capital One Spark
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036145
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0559008
IRS990ScheduleD/TotalLiabilityAmt04270
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01194868
IRS990/TotalAssetsGrp/BOYAmt01562167
IRS990/TotalAssetsGrp/EOYAmt01194868
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt087770
IRS990/TotalEmployeeCnt082
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02514064
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0838766
IRS990/TotalFunctionalExpensesGrp/TotalAmt03352830
IRS990/TotalGrossUBIAmt0-29584
IRS990/TotalLiabilitiesBOYAmt0512884
IRS990/TotalLiabilitiesEOYAmt0504170
IRS990/TotalLiabilitiesGrp/BOYAmt0512884
IRS990/TotalLiabilitiesGrp/EOYAmt0504170
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0690698
IRS990/TotalProgramServiceExpensesAmt0838766
IRS990/TotalProgramServiceRevenueAmt02901377
IRS990/TotalReportableCompFromOrgAmt0110000
IRS990/TotalRevenueGrp/ExclusionAmt02903445
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02961631
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-29584
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01562167
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01194868
IRS990/TravelGrp/ProgramServicesAmt03167
IRS990/TravelGrp/TotalAmt03167
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 W 1st Street 330
IRS990/USAddress/CityNm0Claremont
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091711
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Deehring
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Deputy Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Middle Tree Inc
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0473525937
ReturnHeader/Filer/PhoneNum07144964866
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 W 1st Street 330
ReturnHeader/Filer/USAddress/CityNm0Claremont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330734360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANGWASSER & CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 EAST C STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UPLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091786
ReturnHeader/PreparerPersonGrp/PhoneNum09099319080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karin Langwasser CPA
ReturnHeader/ReturnTs02024-03-06T12:51:54-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patricia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Deehring
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,194,868
Liabilities
$504,170
Net assets
$690,698
Revenue
$2,961,631
Expenses
$3,352,830
Net income
-$391,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$1.22$1.05$5.48$5.16$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.50$0.69$2.96$3.35$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.51$1.05$3.79$3.43$0.35
2021Summary only. Only limited summary data is available for this year.$0.88$0.15$0.73$0.99$0.61$0.38
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$0.88$0.53$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.30$0.32$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.02$0.28$0.29$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.18$0.16$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.07$0.06$0.01