Civic Intelligence

Adizes Graduate School Inc

990 • Fiscal year 2013 • EIN 77-0576082

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 07, 2014

6404 Via Real93013

(805) 565-2901

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Revenue Growth

96th percentile

174%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

-$18,362

Down $26,372 (-329%) from 2012

Net Assets

Up

-$18,362

Up $70,938 (+79%) from 2012

Liabilities

Down

$0

Down $97,310 (-100%) from 2012

Revenue

Up

$254,080

Up $161,308 (+174%) from 2012

Expenses

Up

$183,142

Up $95,776 (+110%) from 2012

Net Income

Up

$70,938

Up $65,532 (+1212%) from 2012

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $8,010Liabilities 2010: $95,783Net Assets 2010: -$87,7732010Assets 2011: $12,710Liabilities 2011: $107,416Net Assets 2011: -$94,7062011Assets 2012: $8,010Liabilities 2012: $97,310Net Assets 2012: -$89,3002012Assets 2013: -$18,362Liabilities 2013: $0Net Assets 2013: -$18,3622013Assets 2014: -$37,789Liabilities 2014: $0Net Assets 2014: -$37,7892014Assets 2015: $955,915Liabilities 2015: $17,018Net Assets 2015: $938,8972015Assets 2016: $949,109Liabilities 2016: $7,418Net Assets 2016: $941,6912016Assets 2017: $944,483Liabilities 2017: $0Net Assets 2017: $944,4832017Assets 2018: $981,292Liabilities 2018: $2,346Net Assets 2018: $978,9462018Assets 2019: $1,047,516Liabilities 2019: $1,010Net Assets 2019: $1,046,5062019Assets 2020: $1,039,684Liabilities 2020: $0Net Assets 2020: $1,039,6842020Assets 2021: $1,047,228Liabilities 2021: $14,495Net Assets 2021: $1,032,7332021Assets 2022: $995,163Liabilities 2022: $6,558Net Assets 2022: $988,6052022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets-$18,362
Liabilities$0
Net Assets-$18,362

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $87,355Expenses 2010: $142,186Net Income 2010: -$54,8312010Revenue 2011: $67,338Expenses 2011: $74,271Net Income 2011: -$6,9332011Revenue 2012: $92,772Expenses 2012: $87,366Net Income 2012: $5,4062012Revenue 2013: $254,080Expenses 2013: $183,142Net Income 2013: $70,9382013Revenue 2014: $138,586Expenses 2014: $158,013Net Income 2014: -$19,4272014Revenue 2015: $1,105,624Expenses 2015: $128,938Net Income 2015: $976,6862015Revenue 2016: $62,503Expenses 2016: $59,709Net Income 2016: $2,7942016Revenue 2017: $25,199Expenses 2017: $22,407Net Income 2017: $2,7922017Revenue 2018: $55,814Expenses 2018: $21,351Net Income 2018: $34,4632018Revenue 2019: $74,757Expenses 2019: $7,197Net Income 2019: $67,5602019Revenue 2020: $34,666Expenses 2020: $41,488Net Income 2020: -$6,8222020Revenue 2021: $40,244Expenses 2021: $47,195Net Income 2021: -$6,9512021Revenue 2022: $4,016Expenses 2022: $48,144Net Income 2022: -$44,1282022Revenue 2023: -$948,391Expenses 2023: $40,214Net Income 2023: -$988,6052023

Highlighted filing

2013

Revenue$254,080
Expenses$183,142
Net Income$70,938
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 7, 2014
Return Version
2013v3.1
Gross Receipts
$254,080
Mission and Program Overview

Mission

Distant learning educational programs for masters and doctorate degrees for organizational transformation.

Distant learning educational programs for masters and doctorate degrees for organizational transformation

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,010$3,010→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Rtn Earn Endowment Incm Other Fnds$-89,300$-18,362▲ $70,938
Total Assets$8,010$-18,362▼ $26,372
Other Assets Total$5,000$-21,372▼ $26,372
Liabilities
Other Liabilities$72,493--
Accounts Payable and Accrued Expenses$24,817--
Total Liabilities$97,310$0▼ $97,310
Net Assets / Fund Balance
Total Net Assets Fund Balance$-89,300$-18,362▲ $70,938
Total Liabilities and Net Assets / Fund Balance$8,010$-18,362▼ $26,372

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,010-$3,010
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Ichak AdizesChairman, CEO
Paula Gray LemonsBoard of Director
Sunil DovedyBoard of Director
Revenue and Support

Revenue Composition

Contributions and Grants
$10,646
Program Service Revenue
$243,434
Investment Income
$0
Other Revenue
$0
All Other Contributions
$10,646
Change in Net Assets
$70,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,865
Salaries, Compensation, and Employee Benefits$55,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$49,725-$49,725
Fees for Services Accounting-$10,059-$10,059
Fees for Services Other-$5,746-$5,746
Payroll Taxes-$5,552-$5,552
Office Expenses-$5,148-$5,148
Information Technology$3,576--$3,576
All Other Expenses-$1,626-$1,626
Travel-$1,588-$1,588
Insurance-$1,117-$1,117
Other Expenses$5,286$1,060-$1,060
Fees for Services Management-$535-$535
Total Functional Expenses$94,304$88,838$0$183,142
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
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
Backup withholding compliance
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
No
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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

EIN
77-0576082
Phone
8055652901

Signing Officer

Name
Dr Ichak Adizes
Title
President & CEO
Signed
2014-08-07
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Preparer
Michael G Schmidtchen CPA
Phone
8059630881
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - FORM 990-PART VIIDR. ICHAK ADIZES, DR. SUNIL DOVEDY, AND, PAULA C. GRAY ARE ALL MEMBERS OF ADIZES INSTITUTE, LLC(EIN 77-0548542). THERE IS NO REPORTABLE W-2 OR 1099-MISC COMPENSATION.

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IRS990ScheduleD/EquipmentGrp/BookValueAmt03010
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03010
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03010
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - FORM 990-PART VIIDR. ICHAK ADIZES, DR. SUNIL DOVEDY, AND, PAULA C. GRAY ARE ALL MEMBERS OF ADIZES INSTITUTE, LLC(EIN 77-0548542). THERE IS NO REPORTABLE W-2 OR 1099-MISC COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine10ADIZES GRADUATE SCHOOL INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0953505688
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt069326
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0-265
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine106404 VIA REAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City0CARPINTERIA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode093013
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08010
IRS990/TotalAssetsEOYAmt0-18362
IRS990/TotalAssetsGrp/BOYAmt08010
IRS990/TotalAssetsGrp/EOYAmt0-18362
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010646
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088838
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094304
IRS990/TotalFunctionalExpensesGrp/TotalAmt0183142
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097310
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt097310
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-89300
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-18362
IRS990/TotalProgramServiceExpensesAmt094304
IRS990/TotalProgramServiceRevenueAmt0243434
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0243434
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0-18362
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt01588
IRS990/TravelGrp/TotalAmt01588
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ICHAK ADIZES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10ADIZES INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0ADIZ
ReturnHeader/Filer/EIN0770576082
ReturnHeader/Filer/PhoneNum08055652901
ReturnHeader/Filer/USAddress/AddressLine106404 VIA REAL
ReturnHeader/Filer/USAddress/City0CARPINTERIA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Michael G Schmidtchen & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101500 Anacapa Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0931011902
ReturnHeader/PreparerPersonGrp/PhoneNum08059630881
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael G Schmidtchen CPA
ReturnHeader/ReturnTs02014-08-07T10:55:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.95$0.04$0.99
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.00$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.03$0.04$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.01$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.02$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$1.11$0.13$0.98
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.14$0.16$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.25$0.18$0.07
2012Summary only. Only limited summary data is available for this year.$0.01$0.10$0.09$0.09$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$0.01$0.11$0.09$0.07$0.07$0.01
2010Summary only. Only limited summary data is available for this year.$0.01$0.10$0.09$0.09$0.14$0.05