Civic Intelligence

Clearview Sudbury School

990 • Fiscal year 2016 • EIN 80-0216676

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

1507 Wilshire BlvdAustin, TX 78722

(512) 524-0085

Siviq Scores

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

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

61st percentile

8.3%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

87th percentile

$34,007

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

89th percentile

79%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$123,409

Up $54,622 (+79%) from 2015

Net Assets

Up

$93,755

Up $27,254 (+41%) from 2015

Liabilities

Up

$29,654

Up $27,368 (+1197%) from 2015

Revenue

Up

$326,584

Up $93,761 (+40%) from 2015

Expenses

Up

$299,330

Up $75,413 (+34%) from 2015

Net Income

Up

$27,254

Up $18,348 (+206%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $39,219Liabilities 2013: $02013Assets 2014: $57,595Liabilities 2014: $02014Assets 2015: $68,787Liabilities 2015: $2,286Net Assets 2015: $66,5012015Assets 2016: $123,409Liabilities 2016: $29,654Net Assets 2016: $93,7552016Assets 2017: $182,829Liabilities 2017: $41,011Net Assets 2017: $141,8182017Assets 2018: $197,068Liabilities 2018: $34,018Net Assets 2018: $163,0502018Assets 2019: $189,406Liabilities 2019: $46,477Net Assets 2019: $142,9292019Assets 2020: $142,516Liabilities 2020: $40,221Net Assets 2020: $102,2952020Assets 2021: $84,349Liabilities 2021: $3,120Net Assets 2021: $81,2292021Assets 2022: $48,479Liabilities 2022: $2,900Net Assets 2022: $45,5792022Assets 2023: $47,772Liabilities 2023: $6,100Net Assets 2023: $41,6722023Assets 2024: $145,406Liabilities 2024: $125,000Net Assets 2024: $20,4062024

Highlighted filing

2016

Assets$123,409
Liabilities$29,654
Net Assets$93,755

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $133,013Expenses 2013: $116,990Net Income 2013: $16,0232013Revenue 2014: $153,373Expenses 2014: $134,997Net Income 2014: $18,3762014Revenue 2015: $232,823Expenses 2015: $223,917Net Income 2015: $8,9062015Revenue 2016: $326,584Expenses 2016: $299,330Net Income 2016: $27,2542016Revenue 2017: $390,911Expenses 2017: $342,848Net Income 2017: $48,0632017Revenue 2018: $367,275Expenses 2018: $346,043Net Income 2018: $21,2322018Revenue 2019: $308,825Expenses 2019: $328,946Net Income 2019: -$20,1212019Revenue 2020: $264,542Expenses 2020: $305,176Net Income 2020: -$40,6342020Revenue 2021: $30,454Expenses 2021: $51,520Net Income 2021: -$21,0662021Revenue 2022: $123,515Expenses 2022: $159,165Net Income 2022: -$35,6502022Revenue 2023: $184,001Expenses 2023: $187,908Net Income 2023: -$3,9072023Revenue 2024: $246,744Expenses 2024: $268,010Net Income 2024: -$21,2662024

Highlighted filing

2016

Revenue$326,584
Expenses$299,330
Net Income$27,254
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$326,584
Mission and Program Overview

Mission

Clearview is a Democratic school, embracing the philosophy that dignity and freedom are the essential state of all humans. As a democracy, it is the purpose of our school to ensure that the rights and freedoms of School Meeting members are both protected and respected.

Clearview is a private democratic school for children ages 5 - 18.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$68,787$119,703▲ $50,916
Rtn Earn Endowment Incm Other Fnds$66,501$93,755▲ $27,254
Prepaid Expenses and Deferred Charges-$3,676-
Savings and Temporary Cash Investments-$30-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$68,787$123,409▲ $54,622
Liabilities
Accounts Payable and Accrued Expenses$2,286$17,224▲ $14,938
Deferred Revenue-$12,430-
Total Liabilities$2,286$29,654▲ $27,368
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,501$93,755▲ $27,254
Total Liabilities and Net Assets / Fund Balance$68,787$123,409▲ $54,622
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Elliott HallmarkpresidentFT$34,007$34,007
Jeri PutnamtreasurerFT$34,007$34,007
kimberly englemansecretaryFT$34,007$34,007
tom bohmantreasurerPT$173$173

Board Members and Trustees

NameTitle
Alex Kellerassembly member
Alexander Hamiltonassembly member
Alicia Bethassembly member
Amanda Wolfsonassembly member
Amelia Kellerassembly member
Andy Zarriaassembly member
Austin Dorsonassembly member
Bob Ugianskyassembly member
Bradly Bethassembly member
Brandy Plunkassembly member
Bryan Williamsassembly member
Cari Kellerassembly member
Catherine Schmidtassembly member
Charlie Reynoldsassembly member
Cristy Howardassembly member
Danny Wescottassembly member
David Frankassembly member
David Heldassembly member
David Wolfsonassembly member
Dean Schlettassembly member
Deborah Cunninghamassembly member
Desmond Pattersonassembly member
Elias Frankassembly member
Erin Cooperassembly member
Evan Ugianskyassembly member
Grace Hamiltonassembly member
Greg Kellerassembly member
Griffin Whittingtonassembly member
Hannah Wescottassembly member
Henry Rylandassembly member
Jana Darlingassembly member
Jasper Hamiltonassembly member
Jennifer Pattersonassembly member
Jim Heldassembly member
Julia Zarriaassembly member
Kieran Bethassembly member
Kirani Martinassembly member
Lance Cooperassembly member
Laura Evansassembly member
Leigh Schlettassembly member
Lexi Diamondassembly member
Maayan Martinassembly member
Maia Wolfsonassembly member
Margaret Facklerassembly member
Maria Araceli Cantero Garciaassembly member
Martha Zo Rylandassembly member
Marybeth Casiasassembly member
Melissa Ugianskyassembly member
Michael Casiasassembly member
Nick Howardassembly member
Oliver Pattersonassembly member
Petra Casiasassembly member
Ptolemy Facklerassembly member
Raquel Reichler-Canteroassembly member
Rich Zarriaassembly member
Robert Rylandassembly member
Sarah Floodassembly member
Saskia Kimmonsassembly member
Sean Howardassembly member
Steve Whittingtonassembly member
Stuart Reichler-Canteroassembly member
Susan Andersenassembly member
Tara Ugianskyassembly member
Tina Fjeldeassembly member
Tom Facklerassembly member
Wesley Schlettassembly member
Yvonne Kimmonsassembly member
Zachary Dorsonassembly member
aidric alameaassembly member
alexis allenassembly member
alice gammill-beckassembly member
ana gonzalezassembly member
braxton williamsassembly member
brian carlsonassembly member
brian williamsassembly member
bryan lambertassembly member
bryan lawhornassembly member
carmelite duhonassembly member
cash rankinassembly member
cory rankinassembly member
david viteraassembly member
dylan walshassembly member
eli hendersonassembly member
emily harringtonassembly member
eric beckassembly member
erich hartassembly member
evan carlsonassembly member
gillian harrisassembly member
greg goreyassembly member
guinevere megear-walshassembly member
james allisonassembly member
jennifer hartassembly member
jennifer reeseassembly member
jennise viteraassembly member
josh hendersonassembly member
kaden wiggansassembly member
katherine megearassembly member
keith wiggansassembly member
laura kempassembly member
lena carlsonassembly member
lex viteraassembly member
lily lambertassembly member
lydia robinsonassembly member
lyla viteraassembly member
maria robinsonassembly member
martin gammill-beckassembly member
miguel floresassembly member
natalie smithassembly member
nicholas megear-walshassembly member
nick allisonassembly member
norelia wiggansassembly member
oliver hendersonassembly member
patti lou rylandassembly member
pippa lambertassembly member
robyn gammillassembly member
sameul johnsonassembly member
samuel robinsonassembly member
sheena williamsassembly member
sophia stokesassembly member
steven johnsonassembly member
sylvia stokesassembly member
tave lawhornassembly member
timothy hartassembly member
tracy allisonassembly member
victoria mcneillyassembly member
wyatt hendersonassembly member
Revenue and Support

Revenue Composition

Contributions and Grants
$4,501
Program Service Revenue
$322,083
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,501
Change in Net Assets
$27,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$143,097
Grants and Similar Amounts Paid$105,106
Other Expenses$51,127
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$64,806$64,805-$129,611
Grants to Domestic Individuals$105,106--$105,106
Occupancy$9,585$9,585-$19,170
Payroll Taxes$4,578$4,578-$9,156
Other Salaries and Wages$2,165$2,165-$4,330
Fees for Services Other$2,700$900-$3,600
Insurance$1,408$1,408-$2,816
Advertising$2,513--$2,513
Travel$2,427--$2,427
Office Expenses$682$682-$1,364
Fees for Services Accounting-$1,250-$1,250
Fees for Services Legal-$1,000-$1,000
Conferences and Meetings$645--$645
Other Expenses$638$4,636-$638
All Other Expenses$332--$332
Total Functional Expenses$208,321$91,009$0$299,330
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
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, Section A, line 2

The governing body, known as the assembly, is made up of Clearview Sudbury school students, staff, parents of students and elected public members. Family members serve on the assembly together.

Form 990, Part VI, Section B, line 11

Form 990 is reviewed by school staff and distributed to the assembly prior to filing.

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

If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section C, line 19

All required documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Clearview Sudbury School
EIN
80-0216676
Phone
5125240085
Address
1507 Wilshire Blvd, Austin, TX 78722

Signing Officer

Name
Kimberly Engleman
Title
Secretary
Phone
5125240085
Signed
2017-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Engleman
Formed
2008
Legal Domicile
TX
Voting Board Members
130
Independent Board Members
127
Employees
5
Volunteers
1

Preparer

Firm
Avenson Hamann Cpas Llp
Address
1779 Wells Branch Pkwy 110B-292, Austin, TX 78728
Preparer
Kara Hamann
Phone
5126939131
Raw XML AppendixShowing 400 of 1,231 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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