Civic Intelligence

Unity Schools

990 • Fiscal year 2021 • EIN 75-3107384

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

6038 Brann StreetOakland, CA 94605

(510) 635-7170

Siviq Scores

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

Liabilities / Assets

67th percentile

0.29x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

46th percentile

0.13x

Higher debt load relative to revenue than 46% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

44th percentile

9.4%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$93,539

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

87th percentile

44%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

2.9%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,887,469

Up $1,178,822 (+44%) from 2020

Net Assets

Up

$2,775,181

Up $774,759 (+39%) from 2020

Liabilities

Up

$1,112,288

Up $404,063 (+57%) from 2020

Revenue

Up

$8,275,864

Up $234,707 (+2.9%) from 2020

Expenses

Down

$7,501,105

Down $67,757 (-0.9%) from 2020

Net Income

Up

$774,759

Up $302,464 (+64%) from 2020

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $747,095Liabilities 2011: $266,726Net Assets 2011: $480,3692011Assets 2012: $2,002,824Liabilities 2012: $1,457,106Net Assets 2012: $545,7182012Assets 2013: $8,587,754Liabilities 2013: $7,773,234Net Assets 2013: $814,5202013Assets 2014: $12,225,338Liabilities 2014: $8,372,127Net Assets 2014: $3,853,2112014Assets 2015: $12,559,642Liabilities 2015: $8,723,058Net Assets 2015: $3,836,5842015Assets 2016: $13,649,689Liabilities 2016: $9,694,695Net Assets 2016: $3,954,9942016Assets 2017: $13,914,276Liabilities 2017: $9,720,948Net Assets 2017: $4,193,3282017Assets 2018: $14,746,843Liabilities 2018: $10,491,882Net Assets 2018: $4,254,9612018Assets 2019: $2,418,108Liabilities 2019: $967,432Net Assets 2019: $1,450,6762019Assets 2020: $2,708,647Liabilities 2020: $708,225Net Assets 2020: $2,000,4222020Assets 2021: $3,887,469Liabilities 2021: $1,112,288Net Assets 2021: $2,775,1812021Assets 2022: $5,394,762Liabilities 2022: $1,670,352Net Assets 2022: $3,724,4102022Assets 2023: $9,625,487Liabilities 2023: $4,087,562Net Assets 2023: $5,537,9252023Assets 2024: $9,961,432Liabilities 2024: $4,058,413Net Assets 2024: $5,903,0192024

Highlighted filing

2021

Assets$3,887,469
Liabilities$1,112,288
Net Assets$2,775,181

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,375,138Expenses 2011: $2,416,728Net Income 2011: -$41,5902011Expenses 2012: $2,258,0192012Expenses 2013: $2,421,0382013Revenue 2014: $6,000,491Expenses 2014: $2,961,800Net Income 2014: $3,038,6912014Revenue 2015: $3,266,251Expenses 2015: $3,282,878Net Income 2015: -$16,6272015Revenue 2016: $5,440,142Expenses 2016: $5,321,732Net Income 2016: $118,4102016Revenue 2017: $6,960,681Expenses 2017: $6,722,347Net Income 2017: $238,3342017Revenue 2018: $7,381,779Expenses 2018: $7,320,146Net Income 2018: $61,6332018Revenue 2019: $6,130,648Expenses 2019: $8,934,933Net Income 2019: -$2,804,2852019Revenue 2020: $8,041,157Expenses 2020: $7,568,862Net Income 2020: $472,2952020Revenue 2021: $8,275,864Expenses 2021: $7,501,105Net Income 2021: $774,7592021Revenue 2022: $8,632,981Expenses 2022: $7,683,752Net Income 2022: $949,2292022Revenue 2023: $10,286,799Expenses 2023: $8,449,224Net Income 2023: $1,837,5752023Revenue 2024: $9,852,822Expenses 2024: $9,449,687Net Income 2024: $403,1352024

Highlighted filing

2021

Revenue$8,275,864
Expenses$7,501,105
Net Income$774,759
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$8,275,864
Mission and Program Overview

Mission

To prepare its students for admission to and success in college. The school offers a rigorous curriculum that meets the university of california a-g requirements, with an emphasis on basic skills and core subject matter in english language arts, mathematics, social studies and science, and a comprehensive support program that promotes healthy youth development, including preparing the students to apply their knowledge and skills for the benefit of the community and environment.

Operate two public charter schools offering classroom-based instruction to grades 6 to 12

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,291,502$2,434,344▲ $1,142,842
Cash and Non-Interest-Bearing Accounts$1,207,935$1,320,521▲ $112,586
Land, Buildings, and Equipment, Net$143,815$99,032▼ $44,783
Prepaid Expenses and Deferred Charges$23,613$29,165▲ $5,552
Savings and Temporary Cash Investments$2,756$4,407▲ $1,651
Total Assets$2,708,647$3,887,469▲ $1,178,822
Other Assets Total$39,026--
Liabilities
Accounts Payable and Accrued Expenses$708,225$770,601▲ $62,376
Deferred Revenue-$341,687-
Total Liabilities$708,225$1,112,288▲ $404,063
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,599,646$2,755,475▲ $1,155,829
Net Assets With Donor Restrictions$400,776$19,706▼ $381,070
Total Net Assets Fund Balance$2,000,422$2,775,181▲ $774,759
Total Liabilities and Net Assets / Fund Balance$2,708,647$3,887,469▲ $1,178,822

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$76,833$393,632$470,465
Equipment$22,199$181,158$203,357
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sau-lim Lance TsangExceutive DiFT$93,539$93,539
Tai W Peter TingCFOPT$68,546$68,546

Board Members and Trustees

NameTitle
Gerald EismanChair
Mario RivasVice Chair
Edward OptonMember
Lilia ChavezMember
Blake OlveraSecretary
Randy JordanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,263,815
Program Service Revenue
$12,049
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$774,759

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,275,864
Total Revenue per Audited Statements
$8,275,864
Total Revenue per Form 990
$8,275,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,641,521
Other Expenses$1,859,584
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,708,998$397,596-$4,106,594
Other Employee Benefits$1,237,626$135,216-$1,372,842
Fees for Services Other$361,252$11,947-$373,199
Current Officers, Directors, Trustees, and Key Employees$162,085--$162,085
Insurance$77,746$164-$77,910
Other Expenses$54,499$5,624-$60,123
All Other Expenses$42,800$3,562-$46,362
Depreciation Depletion$42,152$2,632-$44,784
Travel$8,293--$8,293
Total Functional Expenses$6,890,071$611,034$0$7,501,105

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,501,105
Total Expenses per Audited Statements$7,501,105
Total Expenses per Form 990$7,501,105
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 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
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

A copy of the form 990 is provided to the governing board for review and approval at a public board meeting.

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

Compensation is established and approved by the governing board.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Unity Schools
EIN
75-3107384
Phone
5106357170
Address
6038 BRANN STREET, OAKLAND, CA 94605

Signing Officer

Name
Sau-lim Lance Tsang
Title
Exceutive Director
Phone
5106357170
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sau-lim Lance Tsang
Formed
2003
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
83
Volunteers
6

Preparer

Firm
Chavan & Associates Llp
Address
1475 SARATOGA AVE SUITE 180, SAN JOSE, CA 95129-4951
Preparer
Sheldon Chavan
Phone
4082178749
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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/PYRevenuesLessExpensesAmt0472295
IRS990/PYSalariesCompEmpBnftPaidAmt05533066
IRS990/PYTotalExpensesAmt07568862
IRS990/PYTotalRevenueAmt08041157
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0774759
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08463
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02756
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04407
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt022199
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0181158
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0203357
IRS990ScheduleD/ExpensesSubtotalAmt07501105
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt076833
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0393632
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0470465
IRS990ScheduleD/RevenueSubtotalAmt08275864
IRS990ScheduleD/TotalBookValueLandBuildingsAmt099032
IRS990ScheduleD/TotalExpensesPerForm990Amt07501105
IRS990ScheduleD/TotalRevenuePerForm990Amt08275864
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08275864
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07501105
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH INFORMATION AVAILABLE ON THE SCHOOLS' WEBSITES, WITHIN THE CHARTERING DOCUMENTS FOR THE CALIFORNIA PUBLIC CHARTER SCHOOLS, AND OTHER CORRESPONDENCES WITH THE GENERAL PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS PART OF ITS OPERATION OF PUBLIC CHARTER SCHOOLS, THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE UNITED STATES AND CALIFORNIA DEPARTMENTS OF EDUCATION AS WELL AS ADDITIONAL GOVERNMENT AID FOR SPECIAL EDUCATION PROGRAMS PASSED THROUGH A LOCAL SELPA.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR REVIEW AND APPROVAL AT A PUBLIC BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS ESTABLISHED AND APPROVED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02708647
IRS990/TotalAssetsEOYAmt03887469
IRS990/TotalAssetsGrp/BOYAmt02708647
IRS990/TotalAssetsGrp/EOYAmt03887469
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08263815
IRS990/TotalEmployeeCnt083
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0611034
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06890071
IRS990/TotalFunctionalExpensesGrp/TotalAmt07501105
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0708225
IRS990/TotalLiabilitiesEOYAmt01112288
IRS990/TotalLiabilitiesGrp/BOYAmt0708225
IRS990/TotalLiabilitiesGrp/EOYAmt01112288
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02000422
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02775181
IRS990/TotalProgramServiceExpensesAmt06890071
IRS990/TotalProgramServiceRevenueAmt012049
IRS990/TotalReportableCompFromOrgAmt0162085
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012049
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08275864
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02708647
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03887469
IRS990/TravelGrp/ProgramServicesAmt08293
IRS990/TravelGrp/TotalAmt08293
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06038 BRANN STREET
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094605
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.UNITYHIGH.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAU-LIM LANCE TSANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXCEUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05106357170
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITY SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0753107384
ReturnHeader/Filer/PhoneNum05106357170
ReturnHeader/Filer/USAddress/AddressLine1Txt06038 BRANN STREET
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094605
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270630496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAVAN & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE SUITE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082178749
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELDON CHAVAN
ReturnHeader/ReturnTs02022-05-16T17:57:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAU-LIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TSANG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.96$4.06$5.90$9.85$9.45$0.40
2023Summary only. Only limited summary data is available for this year.$9.63$4.09$5.54$10.3$8.45$1.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$1.67$3.72$8.63$7.68$0.95
2021Detailed filing. Detailed filing data is available for this year.$3.89$1.11$2.78$8.28$7.50$0.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.71$2.00$8.04$7.57$0.47
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.97$1.45$6.13$8.93$2.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$10.5$4.25$7.38$7.32$0.06
2017Summary only. Only limited summary data is available for this year.$13.9$9.72$4.19$6.96$6.72$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$9.69$3.95$5.44$5.32$0.12
2015Detailed filing. Detailed filing data is available for this year.$12.6$8.72$3.84$3.27$3.28$0.02
2014Detailed filing. Detailed filing data is available for this year.$12.2$8.37$3.85$6.00$2.96$3.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$7.77$0.81$2.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$1.46$0.55$2.26
2011Summary only. Only limited summary data is available for this year.$0.75$0.27$0.48$2.38$2.42$0.04