Civic Intelligence

Next Generation Education

990 • Fiscal year 2021 • EIN 81-0762778

Jul 01, 2020 to Jun 30, 2021 • Filed on May 02, 2022

Organization ProfileWWW.EPICCHARTERSCHOOLS.ORG
100 S Anaheim Blvd Suite 150Anaheim, CA 92805

(657) 220-1000

Siviq Scores

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

Liabilities / Assets

94th percentile

1.01x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.32x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

24th percentile

0.4%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$199,025

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

78th percentile

27%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

14%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$2,810,293

Up $600,173 (+27%) from 2020

Net Assets

Up

-$21,530

Up $32,807 (+60%) from 2020

Liabilities

Up

$2,831,823

Up $567,366 (+25%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin24th percentile

Revenue

Up

$8,878,136

Up $1,093,580 (+14%) from 2020

Expenses

Up

$8,845,329

Up $1,436,414 (+19%) from 2020

Net Income

Down

$32,807

Down $342,834 (-91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$4.0M$2.0M$0-$2.0MAssets 2017: $674,149Liabilities 2017: $756,310Net Assets 2017: -$82,1612017Assets 2018: $820,232Liabilities 2018: $1,088,381Net Assets 2018: -$268,1492018Assets 2019: $1,187,252Liabilities 2019: $1,617,230Net Assets 2019: -$429,9782019Assets 2020: $2,210,120Liabilities 2020: $2,264,457Net Assets 2020: -$54,3372020Assets 2021: $2,810,293Liabilities 2021: $2,831,823Net Assets 2021: -$21,5302021Assets 2022: $3,308,584Liabilities 2022: $3,589,440Net Assets 2022: -$280,8562022Assets 2023: $3,331,722Liabilities 2023: $2,577,146Net Assets 2023: $754,5762023Assets 2024: $2,800,488Liabilities 2024: $1,855,902Net Assets 2024: $944,5862024

Highlighted filing

2021

Assets$2,810,293
Liabilities$2,831,823
Net Assets-$21,530
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $1,471,551Expenses 2017: $1,471,251Net Income 2017: $3002017Revenue 2018: $3,515,376Expenses 2018: $3,673,698Net Income 2018: -$158,3222018Revenue 2019: $5,991,284Expenses 2019: $6,153,113Net Income 2019: -$161,8292019Revenue 2020: $7,784,556Expenses 2020: $7,408,915Net Income 2020: $375,6412020Revenue 2021: $8,878,136Expenses 2021: $8,845,329Net Income 2021: $32,8072021Revenue 2022: $12,566,534Expenses 2022: $12,825,860Net Income 2022: -$259,3262022Revenue 2023: $13,638,685Expenses 2023: $12,603,253Net Income 2023: $1,035,4322023Revenue 2024: $14,757,485Expenses 2024: $14,567,475Net Income 2024: $190,0102024

Highlighted filing

2021

Revenue$8,878,136
Expenses$8,845,329
Net Income$32,807
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.2
Gross Receipts
$8,878,136
Mission and Program Overview

Mission

To fulfill every student's individual potential by personalizing an educational plan that focuses on school and family partnership to achieve optimal student performance.

To fulfill every student's individual potential by personalizing an educational plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,595,951$1,955,081▲ $359,130
Cash and Non-Interest-Bearing Accounts$391,268$539,596▲ $148,328
Land, Buildings, and Equipment, Net$205,875$249,508▲ $43,633
Total Assets$2,210,120$2,810,293▲ $600,173
Other Assets Total$17,026$66,108▲ $49,082
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,520,604$1,501,806▼ $18,798
Accounts Payable and Accrued Expenses$731,843$1,330,017▲ $598,174
Other Liabilities$12,010$0▼ $12,010
Total Liabilities$2,264,457$2,831,823▲ $567,366
Net Assets / Fund Balance
Net Assets With Donor Restrictions$50,912$50,912→ $0
Net Assets Without Donor Restrictions$-105,249$-72,442▲ $32,807
Total Net Assets Fund Balance$-54,337$-21,530▲ $32,807
Total Liabilities and Net Assets / Fund Balance$2,210,120$2,810,293▲ $600,173

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$249,508$49,637$299,145
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela KlyonoTeacherFT$173,783$25,242$199,025
Sonja ClausePrincipalFT$152,885$23,447$176,332
Nechama KramerTeacherFT$149,260$15,822$165,082
Jeshanna RayVice PrincipalFT$149,574$14,871$164,445
Susan RyooTeacherFT$138,801$20,568$159,369
Beth ShmaginTeacherFT$136,400$18,191$154,591
Paul MacgregorExecutive DirectorFT$151,133-$151,133
Tracy BellTeacherFT$128,322$18,081$146,403
Shannon BenecchiTeacherFT$118,281$18,045$136,326
Kristen LawsonTeacherFT$117,413$16,370$133,783
Amanda DylaTeacherFT$111,779$15,676$127,455
Yvonne Rosales-riveraTeacherFT$107,172$15,076$122,248
Brenda RodriguezTeacherFT$106,018$14,871$120,889

Board Members and Trustees

NameTitle
Justin DavisChairman
Autumn StrierPresident
Alex ArcelaMember
Chris RelthSecretary
Kenny DoddTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,878,136
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$531,295
Change in Net Assets
$32,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,878,136
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,878,136
Total Revenue per Form 990
$8,878,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,758,578
Other Expenses$4,086,751
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,120,419$575,078-$3,695,497
Other Employee Benefits$786,287$125,661-$911,948
Interest$151,576--$151,576
Current Officers, Directors, Trustees, and Key Employees$151,133--$151,133
Other Expenses$100,153$32,337-$32,337
Depreciation Depletion-$4,640-$4,640
Total Functional Expenses$7,238,104$1,607,225$0$8,845,329

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,845,329
Total Expenses per Audited Statements$8,845,329
Total Expenses per Form 990$8,845,329
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“Form 990 is reviewed by the signing officer before filing.”

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

“Each designated employee, including governing board members and candidates for election and/or appointment to the governing board, shall file a statement of economic interest disclosing reportable investments, interests in real property, business positions, and income required to be reported under the category or categories to which the individual's position requires per policy.”

Form 990, Part VI, Section B, Line 15

“Compensation for top management, officers and key employees is determined by the board of directors in consultation with the school's administrative services provider.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Next Generation Education
EIN
81-0762778
Phone
6572201000
Address
100 S ANAHEIM BLVD SUITE 150, ANAHEIM, CA 92805

Signing Officer

Name
Paul Macgregor
Title
Executive Director
Phone
6572201000
Signed
2022-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Davis
Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
89
Volunteers
0

Preparer

Firm
Baker Tilly US Llp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
Kathleen Schmidt
Phone
8585974100
Raw XML AppendixShowing 400 of 571 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/MissionDesc0TO FULFILL EVERY STUDENT'S INDIVIDUAL POTENTIAL BY PERSONALIZING AN EDUCATIONAL PLAN THAT FOCUSES ON SCHOOL AND FAMILY PARTNERSHIP TO ACHIEVE OPTIMAL STUDENT PERFORMANCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-72442
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt066108
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0786287
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0911948
IRS990/OtherExpensesGrp/Desc0SERVICES & OTHER OPERAT
IRS990/OtherExpensesGrp/Desc1BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc2LEASE EXPENSE
IRS990/OtherExpensesGrp/Desc3DISPOSAL OF ASSETS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0830361
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14629
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt234519
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt332337
IRS990/OtherExpensesGrp/ProgramServicesAmt02409189
IRS990/OtherExpensesGrp/ProgramServicesAmt1519347
IRS990/OtherExpensesGrp/ProgramServicesAmt2100153
IRS990/OtherExpensesGrp/TotalAmt03239550
IRS990/OtherExpensesGrp/TotalAmt1523976
IRS990/OtherExpensesGrp/TotalAmt2134672
IRS990/OtherExpensesGrp/TotalAmt332337
IRS990/OtherLiabilitiesGrp/BOYAmt012010
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0575078
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03120419
IRS990/OtherSalariesAndWagesGrp/TotalAmt03695497
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JUSTIN DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0249508
IRS990ScheduleD/EquipmentGrp/DepreciationAmt049637
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0299145
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08878136
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0249508
IRS990ScheduleD/TotalExpensesPerForm990Amt08845329
IRS990ScheduleD/TotalRevenuePerForm990Amt08878136
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08878136
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08845329
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS & ENROLLMENT MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1152885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2149260
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3149574
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4138801
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt6151133
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,810,293
Liabilities
$2,831,823
Net assets
-$21,530
Revenue
$8,878,136
Expenses
$8,845,329
Net income
$32,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$1.86$0.94$14.8$14.6$0.19
2023Summary only. Only limited summary data is available for this year.$3.33$2.58$0.75$13.6$12.6$1.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$3.59$0.28$12.6$12.8$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.81$2.83$0.02$8.88$8.85$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$2.26$0.05$7.78$7.41$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.62$0.43$5.99$6.15$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$1.09$0.27$3.52$3.67$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.76$0.08$1.47$1.47$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $5M-$10M nonprofits