Civic Intelligence

Clearview Sudbury School

990 • Fiscal year 2019 • EIN 80-0216676

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 12, 2020

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

85th percentile

0.25x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.15x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$42,005

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$189,406

Down $7,662 (-3.9%) from 2018

Net Assets

Down

$142,929

Down $20,121 (-12%) from 2018

Liabilities

Up

$46,477

Up $12,459 (+37%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin28th percentile

Revenue

Down

$308,825

Down $58,450 (-16%) from 2018

Expenses

Down

$328,946

Down $17,097 (-4.9%) from 2018

Net Income

Down

-$20,121

Down $41,353 (-195%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$189,406
Liabilities$46,477
Net Assets$142,929
Open 2019 Filing

Operations Trend

Revenue Growth28th 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

2019

Revenue$308,825
Expenses$328,946
Net Income-$20,121
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 12, 2020
Return Version
2018v3.2
Gross Receipts
$308,825
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$195,555$186,695▼ $8,860
Rtn Earn Endowment Incm Other Fnds$163,050$142,929▼ $20,121
Prepaid Expenses and Deferred Charges$1,482$2,228▲ $746
Accounts Receivable-$452-
Savings and Temporary Cash Investments$31$31→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$197,068$189,406▼ $7,662
Liabilities
Accounts Payable and Accrued Expenses$14,838$30,726▲ $15,888
Deferred Revenue$15,634$15,751▲ $117
Other Liabilities$3,546$0▼ $3,546
Total Liabilities$34,018$46,477▲ $12,459
Net Assets / Fund Balance
Total Net Assets Fund Balance$163,050$142,929▼ $20,121
Total Liabilities and Net Assets / Fund Balance$197,068$189,406▼ $7,662
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly EnglemanSecretaryFT$42,005$42,005
Stephanie AndrewsAssembly MemberFT$39,833$39,833
Bruce SmithAssembly MemberFT$36,580$36,580
Jeri PutnamAssembly MemberFT$24,165$24,165
Rose HardestyAssembly MemberFT$9,565$9,565
Mary NewcombTreasurer Thru 5/11/19-$5,105$5,105
Tom BohmanAssembly Member-$1,145$1,145
Elliot LiebmanAssembly Member-$353$353

Board Members and Trustees

NameTitle
Robert RylandPresident as of 5/13/18
Alex KellerAssembly Member
Alice Gammill-beckAssembly Member
Alonso De ArayaAssembly Member
Amanda DubrinoAssembly Member
Amanda WolfsonAssembly Member
Amelia KellerAssembly Member
Ana GonzalezAssembly Member
Andersen ZarriaAssembly Member
Anna-lisa PlantAssembly Member
Aria DubrinoAssembly Member
Ashton CrewAssembly Member
Bay AnthonAssembly Member
Braxton WilliamsAssembly Member
Brian WilliamsAssembly Member
Bryan WilliamsAssembly Member
Cari KellerAssembly Member
Daniel WescottAssembly Member
Daniella SadehAssembly Member
David DubrinoAssembly Member
David HeldAssembly Member
David ViteraAssembly Member
David WolfsonAssembly Member
David WoodberryAssembly Member
Deborah CunninghamAssembly Member
Desmond PattersonAssembly Member
Dylan WalshAssembly Member
Elizabeth WescottAssembly Member
Emily HarringtonAssembly Member
Eric BeckAssembly Member
Erin CooperAssembly Member
Evan UgianskyAssembly Member
Gaia HilliardAssembly Member
Greg KellerAssembly Member
Guinevere Megear-walshAssembly Member
Hannah WescottAssembly Member
Henry RylandAssembly Member
Herb BelofskyAssembly Member
Jennifer PattersonAssembly Member
Joel CantrellAssembly Member
Josh HendersonAssembly Member
Julia ZarriaAssembly Member
Kaden WiggansAssembly Member
Kate MegearAssembly Member
Keith WiggansAssembly Member
Kirani MartinAssembly Member
Kyle GrayAssembly Member
Kynley CantrellAssembly Member
Laityn GlennAssembly Member
Lance CooperAssembly Member
Laura EvansAssembly Member
Laurie KempAssembly Member
Lex ViteraAssembly Member
Lily LambertAssembly Member
Lindsay AnthonAssembly Member
Lukas WolfsonAssembly Member
Lyla ViteraAssembly Member
Maayan MartinAssembly Member
Maia BelofskyAssembly Member
Maia WolfsonAssembly Member
Margaret FacklerAssembly Member
Maria Araceli Cantero GarciaAssembly Member
Marissa LevyAssembly Member
Martha Zo RylandAssembly Member
Martin Gammill-beckAssembly Member
Melissa UgianskyAssembly Member
Miguel FloresAssembly Member
Miranda CantrellAssembly Member
Nadja ProfitAssembly Member
Nicholas Megear-walshAssembly Member
Norelia WiggansAssembly Member
Oak AnthonAssembly Member
Oliver HendersonAssembly Member
Oliver PattersonAssembly Member
Pippa LambertAssembly Member
Ptolemy FacklerAssembly Member
Quin KellerAssembly Member
Raquel Reichler-canteroAssembly Member
Rhianna CantrellAssembly Member
Richard CrewAssembly Member
Richard Nash-shannonAssembly Member
Richard ZarriaAssembly Member
Roary Profit-shannonAssembly Member
Robyn GammillAssembly Member
Samuel WoodberryAssembly Member
Sarah FloodAssembly Member
Saskia KimmonsAssembly Member
Sheena WilliamsAssembly Member
Sophia StokesAssembly Member
Stuart ReichlerAssembly Member
Susan AndersenAssembly Member
Sylvia StokesAssembly Member
Tara UgianskyAssembly Member
Tina FjeldeAssembly Member
Tom FacklerAssembly Member
Tristan CrewAssembly Member
Violet GrayAssembly Member
Virginia BelofskyAssembly Member
Yvonne KimmonsAssembly Member
Zack KellerAssembly Member
Robert UgianskyTreasurer as of 5/12/19
Revenue and Support

Revenue Composition

Contributions and Grants
$155
Program Service Revenue
$308,670
Investment Income
$0
Other Revenue
$0
All Other Contributions
$155
Change in Net Assets
$-20,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$165,945
Grants and Similar Amounts Paid$90,509
Other Expenses$71,992
Professional Fundraising Fees$500
Total Fundraising Expense$500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$115,513$38,504-$154,017
Grants to Domestic Individuals$90,509--$90,509
Occupancy$31,647$10,549-$42,196
Payroll Taxes$8,946$2,982-$11,928
Fees for Services Other$8,138--$8,138
Insurance$3,793$1,264-$5,057
Conferences and Meetings$4,712--$4,712
Other Expenses$2,445$1,305-$2,445
Advertising$2,377--$2,377
Fees for Services Accounting-$1,650-$1,650
Office Expenses$522$430-$952
Information Technology$798--$798
Fees for Services Legal-$514-$514
Fees for Services Professional Fundraising--$500$500
Total Functional Expenses$271,248$57,198$500$328,946
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$500
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
2020-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Engleman
Formed
2008
Legal Domicile
TX
Voting Board Members
70
Independent Board Members
66
Employees
7
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 1,121 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/OtherCompensationAmt280
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt390
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt450
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt480
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt490
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt530
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt540
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt630
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt640
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt660
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt670
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt680
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt690
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt700
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt720
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt730
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt750
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt760
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt770
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt780
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt790
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt800
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt810
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt820
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt830
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt840
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt850
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt860
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt870
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt880
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt890
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt910
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt920
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt930
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt950

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,406
Liabilities
$46,477
Net assets
$142,929
Revenue
$308,825
Expenses
$328,946
Net income
-$20,121
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