Civic Intelligence

The Sei Academy

990 • Fiscal year 2014 • EIN 76-0822396

Jul 01, 2013 to Jun 30, 2014 • Filed on May 02, 2015

3920 N Kerby Avenue97227-1255

(503) 249-1721

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.64x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

93rd percentile

$277,732

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

99th percentile

440%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$77,090

Up $62,813 (+440%) from 2013

Net Assets

Up

$27,777

Up $2,754,566 (+101%) from 2013

Liabilities

Down

$49,313

Down $2,691,753 (-98%) from 2013

Revenue

$1,108,377

No earlier filing loaded for comparison.

Expenses

Down

$1,057,713

Down $21,857 (-2.0%) from 2013

Net Income

$50,664

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2010: $162,957Liabilities 2010: $1,491,588Net Assets 2010: -$1,328,6312010Assets 2011: $107,095Liabilities 2011: $1,850,713Net Assets 2011: -$1,743,6182011Assets 2012: $38,502Liabilities 2012: $2,380,899Net Assets 2012: -$2,342,3972012Assets 2013: $14,277Liabilities 2013: $2,741,066Net Assets 2013: -$2,726,7892013Assets 2014: $77,090Liabilities 2014: $49,313Net Assets 2014: $27,7772014Assets 2015: $69,337Liabilities 2015: $40,988Net Assets 2015: $28,3492015Assets 2016: $58,018Liabilities 2016: $26,908Net Assets 2016: $31,1102016Assets 2017: $44,663Liabilities 2017: $13,550Net Assets 2017: $31,1132017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$77,090
Liabilities$49,313
Net Assets$27,777

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2010: $1,137,3112010Expenses 2011: $1,158,1572011Expenses 2012: $1,162,9812012Expenses 2013: $1,079,5702013Revenue 2014: $1,108,377Expenses 2014: $1,057,713Net Income 2014: $50,6642014Revenue 2015: $1,199,271Expenses 2015: $1,198,699Net Income 2015: $5722015Revenue 2016: $1,187,371Expenses 2016: $1,184,610Net Income 2016: $2,7612016Revenue 2017: $881,737Expenses 2017: $881,734Net Income 2017: $32017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018

Highlighted filing

2014

Revenue$1,108,377
Expenses$1,057,713
Net Income$50,664
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 2, 2015
Return Version
2013v4.0
Gross Receipts
$1,108,377
Mission and Program Overview

Mission

Sei academy is a grades 6-8 public charter school dedicated to helping all students realize their full academic and personal potential. The academy is founded on the principles of integrity and respect and the self enhancement, inc. Tenet that every child will be successful.

The sei academy's mission is to support self enhancement, inc. By providing educational services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$0$47,255▲ $47,255
Prepaid Expenses and Deferred Charges$12,419$13,067▲ $648
Land, Buildings, and Equipment, Net$0$10,300▲ $10,300
Cash and Non-Interest-Bearing Accounts$1,858$6,468▲ $4,610
Total Assets$14,277$77,090▲ $62,813
Liabilities
Accounts Payable and Accrued Expenses$39,341$35,070▼ $4,271
Other Liabilities$2,701,725$14,243▼ $2,687,482
Total Liabilities$2,741,066$49,313▼ $2,691,753
Net Assets / Fund Balance
Unrestricted Net Assets$-2,726,941$27,625▲ $2,754,566
Temporarily Rstr Net Assets$152$152→ $0
Total Net Assets Fund Balance$-2,726,789$27,777▲ $2,754,566
Total Liabilities and Net Assets / Fund Balance$14,277$77,090▲ $62,813

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,345$87,335$93,680
Buildings$3,955$1,145$5,100
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alan DavisChair
Tony L Hopson SrPresident
A W WilliamsDirector
Marc RossDirector
Natasha HedingerDirector
Nathan JonesDirector
Rachell HallDirector
Shalanda CarrDirector
Faresa NieceSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,103,205
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$5,172
All Other Contributions
$50,664
Change in Net Assets
$50,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$770,194
Other Expenses$287,519
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$523,374--$523,374
Other Employee Benefits$100,416--$100,416
Pension Plan Contributions$91,309--$91,309
Payroll Taxes$55,095--$55,095
Fees for Services Other$27,644--$27,644
Office Expenses$20,792--$20,792
Insurance$13,054--$13,054
Depreciation Depletion$7,109--$7,109
Other Expenses$2,142--$2,142
All Other Expenses$901--$901
Travel$94--$94
Total Functional Expenses$1,057,713$0$0$1,057,713
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Self Enhancement Inc.$14,243
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Self enhancement inc. Has the right to participate in the organization's governance.

Form 990, Part VI, Section A, Line 7A

Self enhancement inc. Has the right to elect one or more members of the governing board.

Form 990, Part VI, Section A, Line 7B

The election or removal of trustees is subject to approval by self enhancement inc.

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

Organization does not currently have any committees.

Form 990, Part VI, Section B, Line 11

Copies of the return will be distributed via e-mail to all officers & directors for review prior to filing with the irs.

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

Review of potential conflicts for board of directors is done by officers. Review of potential conflicts for staff is done by human resources director.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
76-0822396
Phone
5032491721

Signing Officer

Name
Tony L Hopson Sr
Title
President
Phone
5032491721
Signed
2015-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony L Hopson Sr
Formed
2005
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
28
Volunteers
18

Preparer

Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Sei academy (76-0822396) is a supporting organization to self enhancement, inc (93-1086629). The following adjustment to beginning unrestricted net assets reflects a tax basis only adjustment to more properly report net assets to each entity. 2,703,902.

FORM 990, PART XII, LINE 2C:

Process has not changed since the prior year.

Raw XML AppendixShowing 400 of 480 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/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED ANNUALLY IN THE DAILY JOURNAL OF COMMERCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1STUDENTS ARE NOT CHARGED TUITION, THEREFORE THERE ARE NO SCHOLARSHIPS/FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2OREGON STATE STUDENT FUND, FEDERAL TITLE I (US DEPT 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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990ScheduleJ/PersonalServicesInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt037161
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0205363
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06293
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019848
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt09067
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TONY L HOPSON SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0277732
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ATHLETIC CLUB MEMBERSHIP FOR PRESIDENT NOT TREATED AS TAXABLE INCOME.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SELF ENHANCEMENT INC. HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SELF ENHANCEMENT INC. HAS THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ELECTION OR REMOVAL OF TRUSTEES IS SUBJECT TO APPROVAL BY SELF ENHANCEMENT INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION DOES NOT CURRENTLY HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES OF THE RETURN WILL BE DISTRIBUTED VIA E-MAIL TO ALL OFFICERS & DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEW OF POTENTIAL CONFLICTS FOR BOARD OF DIRECTORS IS DONE BY OFFICERS. REVIEW OF POTENTIAL CONFLICTS FOR STAFF IS DONE BY HUMAN RESOURCES DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SEI ACADEMY (76-0822396) IS A SUPPORTING ORGANIZATION TO SELF ENHANCEMENT, INC (93-1086629). THE FOLLOWING ADJUSTMENT TO BEGINNING UNRESTRICTED NET ASSETS REFLECTS A TAX BASIS ONLY ADJUSTMENT TO MORE PROPERLY REPORT NET ASSETS TO EACH ENTITY. 2,703,902.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SELF ENHANCEMENT INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11SELF ENHANCEMENT FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0931086629
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1931312090
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0YOUTH DEVELOPMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT SELF ENHANCEMENT, INC. THROUGH MANAGEMENT OF ENDOWMENT FUNDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103920 N KERBY AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine113920 N KERBY AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode097227
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode197227
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0323908
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10SELF ENHANCEMENT INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

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