Civic Intelligence

Unity Schools Socal

990 • Fiscal year 2018 • EIN 47-5042958

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

Organization ProfileWWW.UNITYMCHS.COM
1937 W Chapman AveOrange, CA 92868

(714) 473-0723

Siviq Scores

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

Liabilities / Assets

95th percentile

1.23x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.97x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

71st percentile

$60,506

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

$643,379

No earlier filing loaded for comparison.

Net Assets

-$146,464

No earlier filing loaded for comparison.

Liabilities

$789,843

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin18th percentile

Revenue

$814,781

No earlier filing loaded for comparison.

Expenses

$921,631

No earlier filing loaded for comparison.

Net Income

-$106,850

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KAssets 2018: $643,379Liabilities 2018: $789,843Net Assets 2018: -$146,4642018Assets 2019: $1,054,068Liabilities 2019: $1,196,837Net Assets 2019: -$142,7692019Assets 2020: $1,446,306Liabilities 2020: $1,176,274Net Assets 2020: $270,0322020Assets 2021: $1,389,682Liabilities 2021: $971,302Net Assets 2021: $418,3802021Assets 2022: $1,179,017Liabilities 2022: $886,495Net Assets 2022: $292,5222022Assets 2025: $1,187,728Liabilities 2025: $659,338Net Assets 2025: $528,3902025

Highlighted filing

2018

Assets$643,379
Liabilities$789,843
Net Assets-$146,464
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $814,781Expenses 2018: $921,631Net Income 2018: -$106,8502018Revenue 2019: $1,128,072Expenses 2019: $1,124,377Net Income 2019: $3,6952019Revenue 2020: $2,064,778Expenses 2020: $1,651,977Net Income 2020: $412,8012020Revenue 2021: $1,605,888Expenses 2021: $1,457,540Net Income 2021: $148,3482021Revenue 2022: $1,732,114Expenses 2022: $1,857,972Net Income 2022: -$125,8582022Revenue 2025: $1,904,086Expenses 2025: $1,704,653Net Income 2025: $199,4332025

Highlighted filing

2018

Revenue$814,781
Expenses$921,631
Net Income-$106,850
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$814,781
Mission and Program Overview

Mission

Unity middle college high school prepares all students for four-year university success, leading to professional careers through a blended high school and college curriculum. Unity mchs welcomes stuents from diverse backgrounds and communities.

Operation of unity middle college high, a california public charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$27,201$370,189▲ $342,988
Accounts Receivable$103,167$133,947▲ $30,780
Land, Buildings, and Equipment, Net$0$55,728▲ $55,728
Prepaid Expenses and Deferred Charges$35,159$42,515▲ $7,356
Total Assets$183,527$643,379▲ $459,852
Other Assets Total$18,000$41,000▲ $23,000
Liabilities
Mortgage Notes Payable Secured by Investment Property$150,000$350,000▲ $200,000
Deferred Revenue-$339,097-
Accounts Payable and Accrued Expenses$73,141$100,746▲ $27,605
Total Liabilities$223,141$789,843▲ $566,702
Net Assets / Fund Balance
Unrestricted Net Assets$-39,614$-146,464▼ $106,850
Total Net Assets Fund Balance$-39,614$-146,464▼ $106,850
Total Liabilities and Net Assets / Fund Balance$183,527$643,379▲ $459,852

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,301$14,388$51,689
Other Land Buildings$18,427-$18,427
Other Assets Org$41,000--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erin M Craig EddExecutive DirectorFT$60,506$60,506

Board Members and Trustees

NameTitle
Dennis Eastman PhdChairman
Barbara Illowsky PhdDirector
Natalie ReiderDirector
Mike KrierChief Financial Officer
Denise Bailey PhdSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$808,060
Program Service Revenue
$6,721
Investment Income
$0
Other Revenue
$0
All Other Contributions
$120,828
Change in Net Assets
$-106,850

Audited Revenue Reconciliation

Revenue per Audited Statements
$814,781
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$814,781
Total Revenue per Form 990
$814,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$541,661
Salaries, Compensation, and Employee Benefits$379,970
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$234,860--$234,860
Fees for Services Other$144,925--$144,925
Occupancy$70,000$29,602-$99,602
Current Officers, Directors, Trustees, and Key Employees$60,506--$60,506
Other Employee Benefits$43,161--$43,161
Pension Plan Contributions$25,098--$25,098
Fees for Services Legal-$24,017-$24,017
Office Expenses-$19,948-$19,948
Advertising$17,676--$17,676
Payroll Taxes$16,345--$16,345
Interest-$16,308-$16,308
Depreciation Depletion-$14,388-$14,388
Insurance-$13,197-$13,197
Conferences and Meetings$12,435--$12,435
Travel$11,561--$11,561
Fees for Services Accounting-$6,767-$6,767
Other Expenses$26,304$4,389-$4,389
Total Functional Expenses$740,673$180,958$0$921,631

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$921,631
Total Expenses per Audited Statements$921,631
Total Expenses per Form 990$921,631
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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 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, Part VI, Section B, Line 11B

“The executive director will provide a copy of the form 990 to all board members for review and comment.”

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

“All board members and officers of the organization are required to file an annual statement (ca form 700 statement of economic interest) in accordance with california code of regulations. The board will review the conflict of interest policy and statements annually and when any new board members join.”

Form 990, Part VI, Section B, Line 15A

“The board of directors will approve compensation of the executive director based on comparable data available from other public charter schools and schools districts for individuals with similar responsibilities.”

Form 990, Part VI, Section C, Line 19

“All organizational documents and financial statements are available upon request with some documents also available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Unity Schools Socal
EIN
47-5042958
Phone
7144730723
Address
1937 W CHAPMAN AVE, ORANGE, CA 92868

Signing Officer

Name
Erin Mckenzie Craig
Title
Executive Director
Phone
7144730723
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Mckenzie Craig
Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
10
Volunteers
5

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Christy White
Phone
6192708222
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management believes all of its significant tax positions would be upheld under examination; therefore, no provision for income tax has been recorded.”

Raw XML Appendix389 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.

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IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH INFORMATION AVAILABLE ON THE ORGANIZATION'S WEBSITE, WITHIN THE CHARTERING DOCUMENTS FOR THE CALIFORNIA PUBLIC CHARTER SCHOOL, AND OTHER CORRESPONDENCES WITH THE GENERAL PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE IS NOT APPLICABLE AND NO RECORDS FOR SUCH AID ARE MAINTAINED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE UNITED STATES AND CALIFORNIA DEPARTMENTS OF EDUCATION AS WELL AS LOCAL PROPERTY TAX REVENUE PASSED-THROUGH THE ORANGE COUNTY DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR WILL PROVIDE A COPY OF THE FORM 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO FILE AN ANNUAL STATEMENT (CA FORM 700 STATEMENT OF ECONOMIC INTEREST) IN ACCORDANCE WITH CALIFORNIA CODE OF REGULATIONS. THE BOARD WILL REVIEW THE CONFLICT OF INTEREST POLICY AND STATEMENTS ANNUALLY AND WHEN ANY NEW BOARD MEMBERS JOIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS WILL APPROVE COMPENSATION OF THE EXECUTIVE DIRECTOR BASED ON COMPARABLE DATA AVAILABLE FROM OTHER PUBLIC CHARTER SCHOOLS AND SCHOOLS DISTRICTS FOR INDIVIDUALS WITH SIMILAR RESPONSIBILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATIONAL DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST WITH SOME DOCUMENTS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0643379
IRS990/TotalAssetsGrp/BOYAmt0183527
IRS990/TotalAssetsGrp/EOYAmt0643379
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0808060
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0180958
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0740673
IRS990/TotalFunctionalExpensesGrp/TotalAmt0921631
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0223141
IRS990/TotalLiabilitiesEOYAmt0789843
IRS990/TotalLiabilitiesGrp/BOYAmt0223141
IRS990/TotalLiabilitiesGrp/EOYAmt0789843
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-39614
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-146464
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0740673
IRS990/TotalProgramServiceRevenueAmt06721
IRS990/TotalReportableCompFromOrgAmt060506
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06721
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0814781
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0183527
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0643379
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt011561
IRS990/TravelGrp/TotalAmt011561
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-39614
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-146464
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01937 W CHAPMAN AVE
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092868
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.UNITYMCHS.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN MCKENZIE CRAIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07144730723
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITY SCHOOLS SOCAL
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0475042958
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E49C280B6BA4708EC20175DD0DEA5E15B96A59FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD055E091A5BB830F115753B8BB2D3A1333F3887
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.175.85.34
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:24:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272956198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTY WHITE ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0348 OLIVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06192708222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTY WHITE
ReturnHeader/ReturnTs02019-05-10T10:24:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$643,379
Liabilities
$789,843
Net assets
-$146,464
Revenue
$814,781
Expenses
$921,631
Net income
-$106,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.66$0.53$1.90$1.70$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.89$0.29$1.73$1.86$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.97$0.42$1.61$1.46$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$1.18$0.27$2.06$1.65$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$1.20$0.14$1.13$1.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.79$0.15$0.81$0.92$0.11