Civic Intelligence

North Bridge Academy

990 • Fiscal year 2023 • EIN 47-3823645

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 29, 2024

Organization ProfileWWW.NORTHBRIDGEACADEMY.ORG

View Organization Page

17 Buena Vista AvenueMill Valley, CA 94941

(415) 462-5657

Siviq Scores

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

Liabilities / Assets

84th percentile

0.51x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.48x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

88th percentile

$181,934

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

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

Asset Growth

93rd percentile

76%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

76th percentile

32%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$3,355,034

Up $1,454,007 (+76%) from 2022

Net Assets

Up

$1,642,258

Up $635,979 (+63%) from 2022

Liabilities

Up

$1,712,776

Up $818,028 (+91%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin71st percentile

Revenue

Up

$3,542,257

Up $852,028 (+32%) from 2022

Expenses

Up

$2,944,612

Up $418,670 (+17%) from 2022

Net Income

Up

$597,645

Up $433,358 (+264%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $92,119Liabilities 2016: $15,763Net Assets 2016: $76,3562016Assets 2017: $419,773Liabilities 2017: $284,687Net Assets 2017: $135,0862017Assets 2018: $801,841Liabilities 2018: $285,504Net Assets 2018: $516,3372018Assets 2019: $1,271,767Liabilities 2019: $11,219Net Assets 2019: $1,260,5482019Assets 2020: $1,653,662Liabilities 2020: $196,545Net Assets 2020: $1,457,1172020Assets 2021: $1,767,161Liabilities 2021: $925,169Net Assets 2021: $841,9922021Assets 2022: $1,901,027Liabilities 2022: $894,748Net Assets 2022: $1,006,2792022Assets 2023: $3,355,034Liabilities 2023: $1,712,776Net Assets 2023: $1,642,2582023Assets 2024: $3,168,789Liabilities 2024: $1,554,901Net Assets 2024: $1,613,8882024

Highlighted filing

2023

Assets$3,355,034
Liabilities$1,712,776
Net Assets$1,642,258
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $94,550Expenses 2016: $18,193Net Income 2016: $76,3572016Revenue 2017: $408,420Expenses 2017: $349,676Net Income 2017: $58,7442017Revenue 2018: $1,063,783Expenses 2018: $683,522Net Income 2018: $380,2612018Revenue 2019: $1,901,122Expenses 2019: $1,156,911Net Income 2019: $744,2112019Revenue 2020: $1,930,159Expenses 2020: $1,733,590Net Income 2020: $196,5692020Revenue 2021: $2,630,963Expenses 2021: $2,233,546Net Income 2021: $397,4172021Revenue 2022: $2,690,229Expenses 2022: $2,525,942Net Income 2022: $164,2872022Revenue 2023: $3,542,257Expenses 2023: $2,944,612Net Income 2023: $597,6452023Revenue 2024: $3,522,657Expenses 2024: $3,551,027Net Income 2024: -$28,3702024

Highlighted filing

2023

Revenue$3,542,257
Expenses$2,944,612
Net Income$597,645
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 29, 2024
Return Version
2022v5.0
Gross Receipts
$3,568,859
Mission and Program Overview

Mission

North bridge academy is a non-profit school with the mission to educate high functioning dyslexic children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,959$1,856,939▲ $1,853,980
Accounts Receivable$40,192$507,056▲ $466,864
Cash and Non-Interest-Bearing Accounts$1,623,982$234,560▼ $1,389,422
Land, Buildings, and Equipment, Net$171,122$157,609▼ $13,513
Prepaid Expenses and Deferred Charges$7,975$57,646▲ $49,671
Pledges and Grants Receivable$797--
Total Assets$1,901,027$3,355,034▲ $1,454,007
Other Assets Total$54,000$541,224▲ $487,224
Liabilities
Deferred Revenue$818,832$1,068,828▲ $249,996
Other Liabilities$0$487,224▲ $487,224
Accounts Payable and Accrued Expenses$75,916$156,724▲ $80,808
Total Liabilities$894,748$1,712,776▲ $818,028
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,006,279$1,642,258▲ $635,979
Total Net Assets Fund Balance$1,006,279$1,642,258▲ $635,979
Total Liabilities and Net Assets / Fund Balance$1,901,027$3,355,034▲ $1,454,007

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$91,573$56,377$147,950
Other Land Buildings$58,236$39,237$97,473
Leasehold Improvements$7,800-$7,800
Other Assets Org$487,224--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annie CrowderHead of SchoolFT$155,130$26,804$181,934
Priya TjerandsenHead Learning SpecialistFT$128,667-$128,667
James BrunnerScience/stem TeacherFT$104,739$7,922$112,661
Karen RosenquistPresident and CEOFT$37,500-$37,500

Board Members and Trustees

NameTitle
ANDREW O'DONNELLBoard Member
Jessica NennerBoard Member
Kristin LangBoard Member
Carri AbrahmsSecretary
Matthew KroppTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$730,659
Program Service Revenue
$2,790,597
Investment Income
$13,688
Other Revenue
$7,313
All Other Contributions
$225,128
Change in Net Assets
$597,645

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,327,257
Revenue Not Reported on Financial Statements
$215,000
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$215,000
Total Revenue per Audited Statements
$3,327,257
Total Revenue per Form 990
$3,542,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,961,016
Other Expenses$768,596
Grants and Similar Amounts Paid$215,000
Total Fundraising Expense$22,402
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,451,757$17,119-$1,468,876
Occupancy$239,723$61,824-$301,547
Current Officers, Directors, Trustees, and Key Employees$139,648$80,599$18,750$238,997
Grants to Domestic Individuals$215,000--$215,000
Payroll Taxes$129,861--$129,861
Other Employee Benefits$123,053$116$113$123,282
Fees for Services Other$8,294$82,022-$90,316
Office Expenses$25,064$24,681$1,987$51,732
Fees for Services Accounting-$45,963-$45,963
Information Technology$32,050$6,981$1,552$40,583
Depreciation Depletion-$39,056-$39,056
Travel$30,463--$30,463
Other Expenses$19,106$5,494-$24,600
Conferences and Meetings$18,224$558-$18,782
Insurance$3,003$7,941-$10,944
Fees for Services Legal$8,629$1,543-$10,172
Advertising$688--$688
Total Functional Expenses$2,548,313$373,897$22,402$2,944,612

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,944,612
Expenses per Audited Statements$2,729,612
Total Expenses per Audited Statements$2,729,612
Expenses Not Reported on Financial Statements$215,000
Other Expense Adjustments$215,000
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,602
Fundraising Gross Income$23,915
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fiesta$38,880$23,915$2,687$21,228
Total Events$43,033$23,915$26,602$-2,687
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$487,224
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
Yes
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 A, Line 2

“Karen rosenquist, president and ceo, and matthew kropp, treasurer, have family relationship”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Federal form 990 is prepared by the external accountants. Prior filing with the internal revenue service, a copy of a draft tax return is provided to the full board of directors.”

Form 990, Part VI, Section B, Line 12C

“The board adopted a conflict of interest policy to protect the corporation's interest when it is contemplating any transaction or arrangement which may benefit any director, officer, employee, affiliate.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for officers and key employees includes collecting data among comparable independent schools for similar positions. We also consider cola. Board approves all employees compensation.”

Form 990, Part VI, Section C, Line 19

“Form 990 is available to the public upon request. It is also available on the school's website.”

Filing and Contact Details

Filer

Filer Name
North Bridge Academy
EIN
47-3823645
Phone
4154625657
Address
17 BUENA VISTA AVENUE, MILL VALLEY, CA 94941

Signing Officer

Name
Karen Rosenquist
Title
President and CEO
Phone
4154625657
Signed
2024-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Rosenquist
Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
30
Volunteers
75

Preparer

Firm
Marcum Llp
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2028225000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management of nba believes that it has no material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized taxes in its financial statements.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Tuition discounts 215,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Tuition discounts 215,000.”

Raw XML AppendixShowing 400 of 516 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt075916
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0156724
IRS990/AccountsReceivableGrp/BOYAmt040192
IRS990/AccountsReceivableGrp/EOYAmt0507056
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NORTH BRIDGE ACADEMY IS A NON-PROFIT SCHOOL WITH THE MISSION TO EDUCATE HIGH FUNCTIONING DYSLEXIC CHILDREN.
IRS990/AdvertisingGrp/ProgramServicesAmt0688
IRS990/AdvertisingGrp/TotalAmt0688
IRS990/AllOtherContributionsAmt0225128
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KAREN ROSENQUIST
IRS990/BooksInCareOfDetail/PhoneNum04154625657
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017 BUENA VISTA AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILL VALLEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094941
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01623982
IRS990/CashNonInterestBearingGrp/EOYAmt0234560
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt018750
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt080599
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0139648
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0238997
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0558
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt018224
IRS990/ConferencesMeetingsGrp/TotalAmt018782
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt019118
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0730659
IRS990/CYGrantsAndSimilarPaidAmt0215000
IRS990/CYInvestmentIncomeAmt013688
IRS990/CYOtherExpensesAmt0768596
IRS990/CYOtherRevenueAmt07313
IRS990/CYProgramServiceRevenueAmt02790597
IRS990/CYRevenuesLessExpensesAmt0597645
IRS990/CYSalariesCompEmpBnftPaidAmt01961016
IRS990/CYTotalExpensesAmt02944612
IRS990/CYTotalFundraisingExpenseAmt022402
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03542257
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0818832
IRS990/DeferredRevenueGrp/EOYAmt01068828
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt039056
IRS990/DepreciationDepletionGrp/TotalAmt039056
IRS990/Desc0THE SCHOOL PROVIDED SPECIALIZED INSTRUCTION BY TEACHERS WITH SPECIALIZED TRAINING FOR CHILDREN, GRADES 2 THROUGH 8 THAT STRUGGLE WITH READING AND WRITING. THE SCHOOL USES METHODOLOGIES THAT ALIGN WITH RESEARCH-BASED PRACTICES THAT ARE SHOWN TO BE EFFECTIVE WITH CHILDREN WITH LANGUAGE-BASED LEARNING DIFFERENCES, SUCH AS DYSLEXIA. OUR SCHOOL BELIEVES THAT NOT ONLY SHOULD STUDENTS' CHALLENGES BE REMEDIATED BUT THEIR STRENGTHS IDENTIFIED. TO THAT END, WE OFFER MUSIC, ART, STEM, OUTDOOR EDUCATION, COOKING AND GARDENING. TYPICALLY AFTER 3 YEARS (APPROXIMATELY), STUDENTS' CHALLENGES ARE REMEDIATED AND THEY ARE PREPARED FOR SUCCESS IN MAINSTREAM SCHOOLS. WE HOST A SUMMER SCHOOL PROGRAM THAT PROVIDES INTERVENTION IN THE MORNING AND STRENGTH-BASED ACTIVITIES IN THE AFTERNOON.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt030
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02548313
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045963
IRS990/FeesForServicesAccountingGrp/TotalAmt045963
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01543
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt08629
IRS990/FeesForServicesLegalGrp/TotalAmt010172
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt082022
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08294
IRS990/FeesForServicesOtherGrp/TotalAmt090316
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt613078
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt87922
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHEW KROPP
IRS990/Form990PartVIISectionAGrp/PersonNm1CARRI ABRAHMS
IRS990/Form990PartVIISectionAGrp/PersonNm2KRISTIN LANG
IRS990/Form990PartVIISectionAGrp/PersonNm3JESSICA NENNER
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREW O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm5KAREN ROSENQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNIE CROWDER
IRS990/Form990PartVIISectionAGrp/PersonNm7PRIYA TJERANDSEN
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES BRUNNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt537500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6168856
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7128667
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8104739
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt7HEAD LEARNING SPECIALIST
IRS990/Form990PartVIISectionAGrp/TitleTxt8SCIENCE/STEM TEACHER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt019118
IRS990/FundraisingDirectExpensesAmt026602
IRS990/FundraisingGrossIncomeAmt023915
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0486413
IRS990/GrantAmt0215000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0215000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0215000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03568859
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01552
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06981
IRS990/InformationTechnologyGrp/ProgramServicesAmt032050
IRS990/InformationTechnologyGrp/TotalAmt040583
IRS990/InsuranceGrp/ManagementAndGeneralAmt07941
IRS990/InsuranceGrp/ProgramServicesAmt03003
IRS990/InsuranceGrp/TotalAmt010944
IRS990/InvestmentIncomeGrp/ExclusionAmt013688
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013688
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt095614
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0171122
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0157609
IRS990/LandBldgEquipCostOrOtherBssAmt0253223
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EDUCATE HIGH FUNCTIONING DYSLEXIC CHILDREN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01006279
IRS990/NetAssetsOrFundBalancesEOYAmt01642258
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2687
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2687
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01006279
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01642258
IRS990/NoncashContributionsAmt03928
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt061824
IRS990/OccupancyGrp/ProgramServicesAmt0239723
IRS990/OccupancyGrp/TotalAmt0301547
IRS990/OfficeExpensesGrp/FundraisingAmt01987
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024681
IRS990/OfficeExpensesGrp/ProgramServicesAmt025064
IRS990/OfficeExpensesGrp/TotalAmt051732
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt054000
IRS990/OtherAssetsTotalGrp/EOYAmt0541224
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0113
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0116
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0123053
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0123282
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05494
IRS990/OtherExpensesGrp/ProgramServicesAmt0103750
IRS990/OtherExpensesGrp/ProgramServicesAmt119106
IRS990/OtherExpensesGrp/TotalAmt0103750
IRS990/OtherExpensesGrp/TotalAmt124600
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0487224
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FACILITY RENTAL
IRS990/OtherRevenueMiscGrp/ExclusionAmt010000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010000
IRS990/OtherRevenueTotalAmt010000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017119
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01451757
IRS990/OtherSalariesAndWagesGrp/TotalAmt01468876
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0129861
IRS990/PayrollTaxesGrp/TotalAmt0129861
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0797
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07975
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt057646
IRS990/PrincipalOfficerNm0KAREN ROSENQUIST
IRS990/PriorPeriodAdjustmentsAmt038334
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02790597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02790597
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0288280
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0189980
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0642732
IRS990/PYOtherRevenueAmt07981
IRS990/PYProgramServiceRevenueAmt02393968
IRS990/PYRevenuesLessExpensesAmt0164287
IRS990/PYSalariesCompEmpBnftPaidAmt01693230
IRS990/PYTotalExpensesAmt02525942
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02690229
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0597645
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02790597
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02959
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01856939
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt091573
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056377
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0147950
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0215000
IRS990ScheduleD/ExpensesSubtotalAmt02729612
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07800
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07800
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt054000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1487224
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT OF USE ASSET
IRS990ScheduleD/OtherExpensesNotIncludedAmt0215000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt058236
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039237
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt097473
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0487224
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0215000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0215000
IRS990ScheduleD/RevenueSubtotalAmt03327257
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF NBA BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAXES IN ITS FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TUITION DISCOUNTS 215,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TUITION DISCOUNTS 215,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0157609
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0541224
IRS990ScheduleD/TotalExpensesPerForm990Amt02944612
IRS990ScheduleD/TotalLiabilityAmt0487224
IRS990ScheduleD/TotalRevenuePerForm990Amt03542257
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03327257
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02729612
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS: THE NORTH BRIDGE ACADEMY SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt019118
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014965
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt04153
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026602
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FIESTA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02791
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023915
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2687
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt021124
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt021124
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02687
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02687
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0215000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FINANCIAL AID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE ISSUE THE GRANTEE A FINANCIAL AID ADDENDUM WITH THEIR CONTRACT OUTLINING THE AMOUNT GRANTED AND THE NUMBER OF PAYMENTS. WE USE A SOFTWARE PROGRAM CALLED SSSBYNAIS (OWNED BY SALESFORCE) TO ASSESS ELIGIBILITY AND DETERMINE GRANT AWARDS. APPLICANTS UPLOAD THEIR TAX RETURNS TO SUBSTANTIATE THEIR NEED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0155130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount013726
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,355,034
Liabilities
$1,712,776
Net assets
$1,642,258
Revenue
$3,542,257
Expenses
$2,944,612
Net income
$597,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$1.55$1.61$3.52$3.55$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.36$1.71$1.64$3.54$2.94$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.89$1.01$2.69$2.53$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.93$0.84$2.63$2.23$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.20$1.46$1.93$1.73$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.01$1.26$1.90$1.16$0.74
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.29$0.52$1.06$0.68$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.28$0.14$0.41$0.35$0.06
2016Summary only. Only limited summary data is available for this year.$0.09$0.02$0.08$0.09$0.02$0.08