Civic Intelligence

Clearview Sudbury School

990 • Fiscal year 2017 • EIN 80-0216676

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 24, 2018

Organization Profileclearviewsudburyschool.org
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

0.22x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

87th percentile

$33,667

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$182,829

Up $59,420 (+48%) from 2016

Net Assets

Up

$141,818

Up $48,063 (+51%) from 2016

Liabilities

Up

$41,011

Up $11,357 (+38%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin67th percentile

Revenue

Up

$390,911

Up $64,327 (+20%) from 2016

Expenses

Up

$342,848

Up $43,518 (+15%) from 2016

Net Income

Up

$48,063

Up $20,809 (+76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2017

Assets$182,829
Liabilities$41,011
Net Assets$141,818
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

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

2017

Revenue$390,911
Expenses$342,848
Net Income$48,063
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 24, 2018
Return Version
2016v3.0
Gross Receipts
$390,911
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$119,703$181,028▲ $61,325
Rtn Earn Endowment Incm Other Fnds$93,755$141,818▲ $48,063
Prepaid Expenses and Deferred Charges$3,676$1,770▼ $1,906
Savings and Temporary Cash Investments$30$31▲ $1
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$123,409$182,829▲ $59,420
Liabilities
Deferred Revenue$12,430$21,119▲ $8,689
Accounts Payable and Accrued Expenses$17,224$19,892▲ $2,668
Total Liabilities$29,654$41,011▲ $11,357
Net Assets / Fund Balance
Total Net Assets Fund Balance$93,755$141,818▲ $48,063
Total Liabilities and Net Assets / Fund Balance$123,409$182,829▲ $59,420
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeri Putnamtreasurer THRU 5/1/17FT$33,667$33,667
kimberly englemansecretaryFT$33,667$33,667
Bruce SmithASSembly member-$29,689$29,689
Elliot Hallmarkpresident THRU 5/1/17-$18,667$18,667
Stephanie AndrewsASSembly memberFT$15,000$15,000
tom bohmanPresident as of 5/2/17PT$3,735$3,735
Mary NewcombTreasurer as of 5/2/17-$919$919
emily harringtonassembly member-$665$665

Board Members and Trustees

NameTitle
Alex Kellerassembly member
Alonso De ArayaASSembly member
Amanda Wolfsonassembly member
Amelia Kellerassembly member
AnDERSEN Zarriaassembly member
Bay AnthonASsembly member
Brandy Plunkassembly member
Bryan Williamsassembly member
Cameron Chitra-straleyASSembly member
Cari Kellerassembly member
Catherine Schmidtassembly member
Charlie Reynoldsassembly member
DanIEL Wescottassembly member
David Frankassembly member
David Heldassembly member
David PittsASSembly member
David Wolfsonassembly member
Deborah Cunninghamassembly member
Delphi ThorpASSembly member
Desmond Pattersonassembly member
Elias Frankassembly member
Elizabeth WescottASSembly member
Ella RobinsonASSembly member
Erin Cooperassembly member
Evan Ugianskyassembly member
Grace Hamiltonassembly member
Greg Kellerassembly member
Griffin Whittingtonassembly member
Hannah Wescottassembly member
Henry Rylandassembly member
James DarlingASSembly member
Jamie JonesASSembly member
Jana Darlingassembly member
Jasper Hamiltonassembly member
Jennifer Pattersonassembly member
Jessie MusinskiASSembly member
Joel CantrellASsembly member
Julia Zarriaassembly member
Kirani Martinassembly member
Kynley CantrellASSembly member
Laityn GlennASSembly member
Lance Cooperassembly member
Laura Evansassembly member
Lindsay AnthonASSembly member
Lukas WolfsonASSembly member
Maayan Martinassembly member
Maia Wolfsonassembly member
Margaret Facklerassembly member
Maria Araceli Cantero Garciaassembly member
Marissa LevyASSembly member
Martha Zo Rylandassembly member
Martine BrackeASsembly member
Melissa Ugianskyassembly member
Mia GregoireASSembly member
Miranda CantrellASSembly member
Nathan PittsASSembly member
OCTAVUS lawhornassembly member
Oak AnthonASsembly member
Oliver Pattersonassembly member
Ptolemy Facklerassembly member
Quin KellerASsembly member
ROBERT Ugianskyassembly member
Raquel Reichler-Canteroassembly member
Rhianna CantrellASSembly member
RichARD Zarriaassembly member
Robert Rylandassembly member
Sarah Floodassembly member
Saskia Kimmonsassembly member
Scott StraleyASSembly member
Shawna PittsASSembly member
Stuart Reichlerassembly member
Susan Andersenassembly member
Tara Ugianskyassembly member
Tina Fjeldeassembly member
Tom Facklerassembly member
William ChitraASSembly member
Yvonne Kimmonsassembly member
Zachary Dorsonassembly member
Zack KellerASsembly member
alexis Diamondassembly member
alice gammill-beckassembly member
ana gonzalezassembly member
braxton williamsassembly member
brian carlsonassembly member
brian williamsassembly member
bryan lawhornassembly member
cash rankinassembly member
david viteraassembly member
dylan walshassembly member
eli hendersonassembly member
eric beckassembly member
erich hartassembly member
evan carlsonassembly member
gillY harrisassembly member
guinevere megear-walshassembly member
james allisonassembly member
jennifer hartassembly member
jennise viteraassembly member
josh hendersonassembly member
kate megearassembly member
laurie 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
oliver hendersonassembly member
patti lou rylandassembly member
pippa lambertassembly member
robyn gammillassembly member
sam robinsonassembly member
sheena williamsassembly member
sophia stokesassembly member
sylvia stokesassembly member
timothy hartassembly member
tracy allisonassembly member
wyatt hendersonassembly member
Revenue and Support

Revenue Composition

Contributions and Grants
$76
Program Service Revenue
$390,835
Investment Income
$0
Other Revenue
$0
All Other Contributions
$76
Change in Net Assets
$48,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$155,110
Grants and Similar Amounts Paid$126,774
Other Expenses$60,964
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$126,774--$126,774
Current Officers, Directors, Trustees, and Key Employees$59,333$19,778-$79,111
Other Salaries and Wages$48,600$16,200-$64,800
Occupancy$26,574$8,858-$35,432
Payroll Taxes$8,399$2,800-$11,199
Insurance$3,511$1,170-$4,681
Fees for Services Legal-$2,548-$2,548
Fees for Services Other$2,486--$2,486
Fees for Services Accounting-$1,850-$1,850
Travel$1,406--$1,406
Other Expenses$1,072$291-$1,363
Advertising$1,346--$1,346
Conferences and Meetings$994--$994
Office Expenses$457$310-$767
Total Functional Expenses$287,348$55,500$0$342,848
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
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
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 11B

“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
2018-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Engleman
Formed
2008
Legal Domicile
TX
Voting Board Members
96
Independent Board Members
91
Employees
8
Volunteers
0

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 1,245 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/Form990PartVIISectionAGrp/OtherCompensationAmt530

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$182,829
Liabilities
$41,011
Net assets
$141,818
Revenue
$390,911
Expenses
$342,848
Net income
$48,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$1.25$0.20$2.47$2.68$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.06$0.42$1.84$1.88$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.03$0.46$1.24$1.59$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.03$0.81$0.30$0.52$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.40$1.02$2.65$3.05$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.46$1.43$3.09$3.29$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.34$1.63$3.67$3.46$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.41$1.42$3.91$3.43$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.30$0.94$3.27$2.99$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$2.33$2.24$0.09
2014Summary only. Only limited summary data is available for this year.$0.58$0.00$1.53$1.35$0.18
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$1.33$1.17$0.16