Civic Intelligence

Next Generation Education

990 • Fiscal year 2022 • EIN 81-0762778

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 19, 2023

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

96th percentile

1.08x

Higher debt load relative to assets than 96% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.29x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

26th percentile

-2.1%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$209,161

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$3,308,584

Up $498,291 (+18%) from 2021

Net Assets

Down

-$280,856

Down $259,326 (-1204%) from 2021

Liabilities

Up

$3,589,440

Up $757,617 (+27%) from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin26th percentile

Revenue

Up

$12,566,534

Up $3,688,398 (+42%) from 2021

Expenses

Up

$12,825,860

Up $3,980,531 (+45%) from 2021

Net Income

Down

-$259,326

Down $292,133 (-890%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2022

Assets$3,308,584
Liabilities$3,589,440
Net Assets-$280,856
Open 2022 Filing

Operations Trend

Revenue Growth83rd 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

2022

Revenue$12,566,534
Expenses$12,825,860
Net Income-$259,326
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 19, 2023
Return Version
2021v4.2
Gross Receipts
$12,566,534
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
Cash and Non-Interest-Bearing Accounts$539,596$1,794,496▲ $1,254,900
Accounts Receivable$1,955,081$1,096,246▼ $858,835
Land, Buildings, and Equipment, Net$249,508$287,732▲ $38,224
Total Assets$2,810,293$3,308,584▲ $498,291
Other Assets Total$66,108$130,110▲ $64,002
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,501,806$2,303,998▲ $802,192
Accounts Payable and Accrued Expenses$1,330,017$1,055,595▼ $274,422
Deferred Revenue-$229,847-
Total Liabilities$2,831,823$3,589,440▲ $757,617
Net Assets / Fund Balance
Net Assets With Donor Restrictions$50,912$0▼ $50,912
Net Assets Without Donor Restrictions$-72,442$-280,856▼ $208,414
Total Net Assets Fund Balance$-21,530$-280,856▼ $259,326
Total Liabilities and Net Assets / Fund Balance$2,810,293$3,308,584▲ $498,291

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$287,732$77,491$365,223
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MacgregorExecutive DirectorFT$209,161-$209,161
Sonja ClausePrincipalFT$157,430$25,210$182,640
Jeshanna RayVice PrincipalFT$148,481$23,849$172,330
Angela KlyonoSupervising TeacherFT$151,153$19,208$170,361
Susan RyooSupervising TeacherFT$142,670$19,573$162,243
Nechama KramerSupervising TeacherFT$127,689$12,202$139,891
Andrea Kalander-morenoSupervising TeacherFT$117,404$14,034$131,438
Kristen LawsonSupervising TeacherFT$106,319$23,827$130,146
Brenda RodriguezSupervising TeacherFT$111,847$13,869$125,716
Amanda DylaSupervising TeacherFT$111,506$13,939$125,445
Shannon BenecchiDirector of Assessment & LearningFT$106,319$15,020$121,339
Beth ShmaginSupervising TeacherFT$105,044$13,536$118,580
Tracy BellSupervising TeacherFT$104,749$13,151$117,900
Yvonne Rosales-riveraSupervising TeacherFT$104,041$13,286$117,327
Enrique Hernandez ArriolaCurriculum & Math SpecialistFT$101,311$14,676$115,987
Cyndee HoltzSupervising TeacherFT$102,637$9,144$111,781

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$12,566,534
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,608
Change in Net Assets
$-259,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,566,534
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,566,534
Total Revenue per Form 990
$12,566,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,563,864
Other Expenses$6,261,996
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,573,392$781,311-$6,354,703
Other Expenses$449,911$112,221-$562,132
All Other Expenses$370,112$144,768-$514,880
Interest-$316,486-$316,486
Current Officers, Directors, Trustees, and Key Employees$209,161--$209,161
Insurance-$136,588-$136,588
Travel$79,314$25,626-$104,940
Depreciation Depletion$24,005$3,849-$27,854
Total Functional Expenses$10,832,777$1,993,083$0$12,825,860

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,825,860
Total Expenses per Audited Statements$12,825,860
Total Expenses per Form 990$12,825,860
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
2023-01-19
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
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IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPERVISING TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPERVISING TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SUPERVISING TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF ASSESSMENT & LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt14SUPERVISING TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SUPERVISING TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SUPERVISING TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SUPERVISING TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CURRICULUM & MATH SPECIALIST
IRS990/Form990PartVIISectionAGrp/TitleTxt19SUPERVISING TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt20SUPERVISING TEACHER
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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.
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IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
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IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS & ENROLLMENT MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
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IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1157430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2148481
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,308,584
Liabilities
$3,589,440
Net assets
-$280,856
Revenue
$12,566,534
Expenses
$12,825,860
Net income
-$259,326
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
2022Detailed filing. Detailed filing data is available for this year.$3.31$3.59$0.28$12.6$12.8$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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. 2022 filings • 501(c)3 • $10M-$25M nonprofits