Civic Intelligence

The Branch School Inc

990 • Fiscal year 2017 • EIN 74-1913968

Jul 01, 2016 to Jun 30, 2017 • Filed on May 01, 2018

Organization Profilewww.thebranchschool.org

View Organization Page

1424 Sherwood Forest StHouston, TX 77043

(713) 465-0288

Siviq Scores

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

Liabilities / Assets

75th percentile

0.38x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.40x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

23rd percentile

-8.0%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$176,521

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

7660%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$2,631,859

Down $343,899 (-12%) from 2016

Net Assets

Down

$1,625,825

Down $128,383 (-7.3%) from 2016

Liabilities

Down

$1,006,034

Down $215,516 (-18%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin23rd percentile

Revenue

Up

$2,545,844

Up $2,513,037 (+7660%) from 2016

Expenses

Up

$2,749,610

Up $2,646,516 (+2567%) from 2016

Net Income

Down

-$203,766

Down $133,479 (-190%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $1,904,674Liabilities 2011: $1,039,191Net Assets 2011: $865,4832011Assets 2012: $1,887,780Liabilities 2012: $779,114Net Assets 2012: $1,108,6662012Assets 2013: $1,780,698Liabilities 2013: $516,436Net Assets 2013: $1,264,2622013Assets 2014: $1,961,299Liabilities 2014: $411,299Net Assets 2014: $1,550,0002014Assets 2015: $2,350,182Liabilities 2015: $544,950Net Assets 2015: $1,805,2322015Assets 2016: $2,975,758Liabilities 2016: $1,221,550Net Assets 2016: $1,754,2082016Assets 2017: $2,631,859Liabilities 2017: $1,006,034Net Assets 2017: $1,625,8252017Assets 2018: $5,905,074Liabilities 2018: $1,058,456Net Assets 2018: $4,846,6182018Assets 2019: $7,924,841Liabilities 2019: $681,792Net Assets 2019: $7,243,0492019Assets 2020: $7,569,869Liabilities 2020: $1,236,813Net Assets 2020: $6,333,0562020Assets 2021: $17,868,658Liabilities 2021: $1,237,706Net Assets 2021: $16,630,9522021Assets 2022: $19,054,184Liabilities 2022: $2,522,755Net Assets 2022: $16,531,4292022Assets 2023: $19,155,422Liabilities 2023: $1,248,028Net Assets 2023: $17,907,3942023

Highlighted filing

2017

Assets$2,631,859
Liabilities$1,006,034
Net Assets$1,625,825
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,229,071Expenses 2011: $1,251,956Net Income 2011: -$22,8852011Expenses 2012: $1,590,2542012Expenses 2013: $1,804,0192013Revenue 2014: $2,318,637Expenses 2014: $2,063,060Net Income 2014: $255,5772014Revenue 2015: $2,678,516Expenses 2015: $2,426,071Net Income 2015: $252,4452015Revenue 2016: $32,807Expenses 2016: $103,094Net Income 2016: -$70,2872016Revenue 2017: $2,545,844Expenses 2017: $2,749,610Net Income 2017: -$203,7662017Revenue 2018: $6,124,212Expenses 2018: $2,863,518Net Income 2018: $3,260,6942018Revenue 2019: $5,309,734Expenses 2019: $2,849,005Net Income 2019: $2,460,7292019Revenue 2020: $2,473,759Expenses 2020: $3,420,156Net Income 2020: -$946,3972020Revenue 2021: $13,597,247Expenses 2021: $3,527,063Net Income 2021: $10,070,1842021Revenue 2022: $3,773,920Expenses 2022: $3,621,033Net Income 2022: $152,8872022Revenue 2023: $5,534,128Expenses 2023: $4,170,551Net Income 2023: $1,363,5772023

Highlighted filing

2017

Revenue$2,545,844
Expenses$2,749,610
Net Income-$203,766
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 1, 2018
Return Version
2016v3.0
Gross Receipts
$2,768,725
Mission and Program Overview

Mission

The mission of The Branch School is to nurture students' God-given potential for observation, invention, study, and original thought in a collaborative and individualized learning environment where peacemaking and character building are diligently practiced.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,274,408$1,190,997▼ $83,411
Investments in Publicly Traded Securities$629,485$782,097▲ $152,612
Cash and Non-Interest-Bearing Accounts$847,421$396,386▼ $451,035
Savings and Temporary Cash Investments$199,478$251,095▲ $51,617
Prepaid Expenses and Deferred Charges$16,288$6,071▼ $10,217
Accounts Receivable$8,678$5,213▼ $3,465
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,975,758$2,631,859▼ $343,899
Other Assets Total-$0-
Liabilities
Deferred Revenue$1,044,125$839,154▼ $204,971
Accounts Payable and Accrued Expenses$177,425$166,880▼ $10,545
Total Liabilities$1,221,550$1,006,034▼ $215,516
Net Assets / Fund Balance
Unrestricted Net Assets$1,390,829$1,174,900▼ $215,929
Permanently Rstr Net Assets$279,712$279,712→ $0
Temporarily Rstr Net Assets$83,667$171,213▲ $87,546
Total Net Assets Fund Balance$1,754,208$1,625,825▼ $128,383
Total Liabilities and Net Assets / Fund Balance$2,975,758$2,631,859▼ $343,899

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$763,845$739,222$1,503,067
Land$365,500-$365,500
Equipment$25,581$188,124$213,705
Leasehold Improvements$35,623$32,033$67,656
Other Land Buildings$448$10,794$11,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$359,379-▲ $89,626-$449,005
2015$363,004-▼ $3,625-$359,379
2014$331,075-▲ $31,929-$363,004
2013$277,067$10,000▲ $44,008-$331,075
2012$212,827$15,212▲ $49,028-$277,067
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily SmithHead of SchoolFT$167,825$8,696$176,521
Clifford RoadmanBusiness OfcrFT$88,660$8,299$96,959
Helen HankinsDirector-$8,400-$8,400

Board Members and Trustees

NameTitle
Ann HightowerChairman
Michael WilsonVice Chairman
Calvin WilliamsDirector
Karl KinleyDirector
Steve ShaperDirector
Trudy HolmesDirector
Jane FruitSecretary
Jame GolmonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$241,748
Program Service Revenue
$2,227,562
Investment Income
$61,609
Other Revenue
$14,925
All Other Contributions
$227,758
Change in Net Assets
$-203,766

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,340,644
Revenue Not Reported on Financial Statements
$205,200
Revenue Not Reported on Form 990
$75,383
Other Revenue Adjustments
$205,200
Total Revenue per Audited Statements
$2,416,027
Total Revenue per Form 990
$2,545,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,846,031
Other Expenses$698,379
Grants and Similar Amounts Paid$205,200
Total Fundraising Expense$48,281
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,179,643$115,192$17,504$1,312,339
Current Officers, Directors, Trustees, and Key Employees$125,333$167,680$15,422$308,435
Grants to Domestic Individuals$205,200--$205,200
Occupancy$145,739$18,552$1,550$165,841
Information Technology$143,799$7,649$1,530$152,978
Payroll Taxes$95,262$19,993$2,352$117,607
Depreciation Depletion$78,406$4,171$834$83,411
Other Employee Benefits$64,382$6,825$1,137$72,344
Office Expenses$36,480$9,653$2,127$48,260
Insurance$41,858$2,227$445$44,530
Advertising-$37,499-$37,499
Pension Plan Contributions$30,665$4,135$506$35,306
Fees for Services Accounting-$17,828-$17,828
Fees for Services Other$7,700--$7,700
Other Expenses$10,767$3,642$4,874$3,642
Travel$637--$637
Total Functional Expenses$2,271,131$430,198$48,281$2,749,610

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,749,610
Expenses per Audited Statements$2,544,410
Total Expenses per Audited Statements$2,544,410
Expenses Not Reported on Financial Statements$205,200
Other Expense Adjustments$205,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,616
Fundraising Direct Expenses$7,691
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction 2017$36,606$22,616$7,691$14,925
Total Events$36,606$22,616$7,691$14,925
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-
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, Line 11B: Form 990 Review Process

“The Business Officer and Financial Manager review the Form 990 before it is distributed to the Board of Directors prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“To monitor compliance, all officers, directors, and committee members are required to sign a statement annually affirming that they have received, read, understand, and agree to comply with the policy. Actual or possible conflict of interests are required to be disclosed to the Board. Such disclosures are reviewed by the Board to determine whether a conflict of interest exists.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“For the Head of School, the Board reviews compensation paid to Heads of School at other similarly sized schools as a comparision.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Branch School Inc
EIN
74-1913968
Phone
7134650288
Address
1424 Sherwood Forest St, Houston, TX 77043

Signing Officer

Name
Clifford Roadman
Title
Business Officer
Signed
2018-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Smith
Formed
1977
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
8
Employees
58
Volunteers
38

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The intended use of the endowment funds is to provide funds to support operations and provide scholarships.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial Aid $205200”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial Aid $205200”

Raw XML AppendixShowing 400 of 589 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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IRS990/Desc0Students are provided a strong academic program, partnered with a curriculum that encourages critical thinking and the development of problem-solving skills. This thinking curriculum, based on the 21st century skills of science, technology, engineering and math, allows students to solve problems and express their ideas creatively in projects and presentations. From preschool to middle school, small classes and a balanced approach ensure that lessons take root and that students learn on a much deeper level. This quality education was provided for 123 students for 177 school days. The School's objective is to provide this education for both this time period and into the future.
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0The mission of The Branch School is to nurture students' God-given potential for observation, invention, study, and original thought in a collaborative and individualized learning environment where peacemaking and character building are diligently practiced.
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IRS990/OfficeExpensesGrp/TotalAmt048260
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01137
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06825
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt064382
IRS990/OtherEmployeeBenefitsGrp/TotalAmt072344
IRS990/OtherExpensesGrp/Desc0Educational materials/supplies
IRS990/OtherExpensesGrp/Desc1Professional Development
IRS990/OtherExpensesGrp/Desc2Food services/Other expenses
IRS990/OtherExpensesGrp/Desc3Accreditation support
IRS990/OtherExpensesGrp/FundraisingAmt04874
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114882
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23642
IRS990/OtherExpensesGrp/ProgramServicesAmt091450
IRS990/OtherExpensesGrp/ProgramServicesAmt113810
IRS990/OtherExpensesGrp/ProgramServicesAmt210767
IRS990/OtherExpensesGrp/TotalAmt091720
IRS990/OtherExpensesGrp/TotalAmt128692
IRS990/OtherExpensesGrp/TotalAmt215641
IRS990/OtherExpensesGrp/TotalAmt33642
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017504
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115192
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01179643
IRS990/OtherSalariesAndWagesGrp/TotalAmt01312339
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02352
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019993
IRS990/PayrollTaxesGrp/ProgramServicesAmt095262
IRS990/PayrollTaxesGrp/TotalAmt0117607
IRS990/PensionPlanContributionsGrp/FundraisingAmt0506
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04135
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030665
IRS990/PensionPlanContributionsGrp/TotalAmt035306
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0279712
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0279712
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016288
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06071
IRS990/PrincipalOfficerNm0Emily Smith
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0Auxiliary services
IRS990/ProgramServiceRevenueGrp/Desc1Tuition and fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt096730
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12130832
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt096730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12130832
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010511
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010027
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt046075
IRS990/PYProgramServiceRevenueAmt012269
IRS990/PYRevenuesLessExpensesAmt0-70287
IRS990/PYSalariesCompEmpBnftPaidAmt057019
IRS990/PYTotalExpensesAmt0103094
IRS990/PYTotalRevenueAmt032807
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-203766
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RevenueAmt02227562
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0251095
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0331075
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0363004
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,631,859
Liabilities
$1,006,034
Net assets
$1,625,825
Revenue
$2,545,844
Expenses
$2,749,610
Net income
-$203,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$19.2$1.25$17.9$5.53$4.17$1.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$2.52$16.5$3.77$3.62$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$1.24$16.6$13.6$3.53$10.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.57$1.24$6.33$2.47$3.42$0.95
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$0.68$7.24$5.31$2.85$2.46
2018Summary only. Only limited summary data is available for this year.$5.91$1.06$4.85$6.12$2.86$3.26
2017Detailed filing. Detailed filing data is available for this year.$2.63$1.01$1.63$2.55$2.75$0.20
2016Summary only. Only limited summary data is available for this year.$2.98$1.22$1.75$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.54$1.81$2.68$2.43$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.41$1.55$2.32$2.06$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.52$1.26$1.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.78$1.11$1.59
2011Summary only. Only limited summary data is available for this year.$1.90$1.04$0.87$1.23$1.25$0.02