Civic Intelligence

Cana Academy

990 • Fiscal year 2017 • EIN 81-3008001

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 06, 2018

6805 Rosemont DriveMclean, VA 22101

(571) 419-2349

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

88th percentile

$177,560

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

99th percentile

542%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

303%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$808,202

Up $682,306 (+542%) from 2016

Net Assets

Up

$808,202

Up $682,306 (+542%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,208,601

Up $908,583 (+303%) from 2016

Expenses

Up

$526,273

Up $350,656 (+200%) from 2016

Net Income

Up

$682,328

Up $557,927 (+448%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $125,896Liabilities 2016: $0Net Assets 2016: $125,8962016Assets 2017: $808,202Liabilities 2017: $0Net Assets 2017: $808,2022017Assets 2018: $333,534Liabilities 2018: $0Net Assets 2018: $333,5342018Assets 2019: $163,201Liabilities 2019: $0Net Assets 2019: $163,2012019Assets 2020: $79,821Liabilities 2020: $0Net Assets 2020: $79,8212020Assets 2021: $96,847Liabilities 2021: $1Net Assets 2021: $96,8472021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $89,6282022Assets 2023: $124,381Liabilities 2023: $1Net Assets 2023: $124,3812023Assets 2024: $20,934Liabilities 2024: $0Net Assets 2024: $20,9342024

Highlighted filing

2017

Assets$808,202
Liabilities$0
Net Assets$808,202

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2016: $300,018Expenses 2016: $175,617Net Income 2016: $124,4012016Revenue 2017: $1,208,601Expenses 2017: $526,273Net Income 2017: $682,3282017Revenue 2018: $27,585Expenses 2018: $554,358Net Income 2018: -$526,7732018Revenue 2019: $375,698Expenses 2019: $497,272Net Income 2019: -$121,5742019Revenue 2020: $442,873Expenses 2020: $526,253Net Income 2020: -$83,3802020Revenue 2021: $548,686Expenses 2021: $531,660Net Income 2021: $17,0262021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $710,514Expenses 2023: $675,761Net Income 2023: $34,7532023Revenue 2024: $587,517Expenses 2024: $690,964Net Income 2024: -$103,4472024

Highlighted filing

2017

Revenue$1,208,601
Expenses$526,273
Net Income$682,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 6, 2018
Return Version
2017v2.3
Gross Receipts
$1,208,601
Mission and Program Overview

Mission

To advance personal and cultural renewal through innovative opportunities for classical education.

Cana academy's mission is to advance personal and cultural renewal through innovative opportunities for classical education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$125,896$808,202▲ $682,306
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$125,896$808,202▲ $682,306
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$125,896$808,202▲ $682,306
Total Net Assets Fund Balance$125,896$808,202▲ $682,306
Total Liabilities and Net Assets / Fund Balance$125,896$808,202▲ $682,306

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$100,295$100,295
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Andrew ZwernemanPresident$160,000$17,560$177,560
Helen Decelles ZwernemanManager$50,000$694$50,694

Board Members and Trustees

NameTitle
Elizabeth OrtnerDirector
Michael OrtnerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,200,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$8,601
All Other Contributions
$1,200,000
Change in Net Assets
$682,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$369,877
Other Expenses$156,396
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$160,000$50,000-$210,000
Comp Disqual Persons$138,806--$138,806
Depreciation Depletion-$100,295-$100,295
Travel$28,739--$28,739
Other Employee Benefits$18,948--$18,948
Fees for Services Other$14,747--$14,747
Other Expenses$12,615--$12,615
Payroll Taxes$2,123--$2,123
Total Functional Expenses$375,978$150,295$0$526,273
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
No
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
Yes
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

Michael ortner and elizabeth ortner are husband and wife relationship.

Form 990, Part VI, Section A, Line 8B

There were no committees.

Form 990, Part VI, Section B, Line 11B

A draft copy of the 990 will be presented to the signing officer for review and comment prior to filing the return.

Form 990, Part VI, Section B, Line 15A

The two independent board members reviewed and approved all compensation.

Form 990, Part VI, Section C, Line 19

The organization makes its documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cana Academy
EIN
81-3008001
Phone
5714192349
Address
6805 ROSEMONT DRIVE, MCLEAN, VA 22101

Signing Officer

Name
Andrew Zwerneman
Title
President
Phone
5714192349
Signed
2018-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Zwerneman
Formed
2016
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
2
Employees
4
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Subrina L Wood CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

Cana academy's mission is to advance personal and cultural renewal through innovative opportunities for classical education. We surveyed the national state of writing instruction among middle and secondary schools. In turn, we completed most of the work on an original program on on how to teach writing, which now in 2018 has been been completed, published and made available to any and all schools. We researched the needs of high school students on native american indian reservations, which research included on site visits to reservation high schools in montana and south dakota. In turn, we created most of an original high school curriculum for a reservation high school to open up soon on the gila river indian community reservation south of phoenix, arizona. The curriculum is now completed here in 2018 and has been delivered to our client. We completed this 2017 work at no cost to our client. We researched grade school curricula for economically and religiously diverse student populations, which research included trips to schools serving diverse student bodies in indiana and virginia. In turn, we created most of an original curriculum for grades 1-3 for a church in fairfax, virginia who intends to open a school for students from widely ranging backgrounds. The curriculum has now in 2018 been completed and delivered to our client. We completed this 2017 at no cost to our client. We trained entire humanities faculties in the district of columbia, arizona, and virginia. The school in dc serves an inner city all-african american student body; the school in arizona serves a predominantly hispanic student body. We served these three faculties at no cost to our client. We launched and completed the design and delivery of a full year of monthly presentations to seniors, called visions, an adult education program focused on art, music and history. Our flagship program launched in indiana. We delivered our 2017 visions program at no cost to our client. We designed and delivered an entire year of monthly seminars on scripture and life choices to a group of shelters for women who experienced crisis pregnancies and now live together with their children. The organization of women's shelters is in virginia. We delivered the seminar program at no cost to our client. We mentored two heads of schools in virginia, one serving a catholic mission, the other serving an evangelical one. We delivered these 2017 services at no cost to our clients. We continued to publish blog posts on our web site. We trained one faculty in new hampshire for which we charged $1,800. There were no committees. A draft copy of the 990 will be presented to the signing officer for review and comment prior to filing the return. The two independent board members reviewed and approved all compensation. The organization makes its documents, conflict of interest policy and financial statements available to the public upon request.

FORM 990, PART XI, LINE 9:

OTHER ADJUSTMENT -22.

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CANA ACADEMY'S MISSION IS TO ADVANCE PERSONAL AND CULTURAL RENEWAL THROUGH INNOVATIVE OPPORTUNITIES FOR CLASSICAL EDUCATION. WE SURVEYED THE NATIONAL STATE OF WRITING INSTRUCTION AMONG MIDDLE AND SECONDARY SCHOOLS. IN TURN, WE COMPLETED MOST OF THE WORK ON AN ORIGINAL PROGRAM ON ON HOW TO TEACH WRITING, WHICH NOW IN 2018 HAS BEEN BEEN COMPLETED, PUBLISHED AND MADE AVAILABLE TO ANY AND ALL SCHOOLS. WE RESEARCHED THE NEEDS OF HIGH SCHOOL STUDENTS ON NATIVE AMERICAN INDIAN RESERVATIONS, WHICH RESEARCH INCLUDED ON SITE VISITS TO RESERVATION HIGH SCHOOLS IN MONTANA AND SOUTH DAKOTA. IN TURN, WE CREATED MOST OF AN ORIGINAL HIGH SCHOOL CURRICULUM FOR A RESERVATION HIGH SCHOOL TO OPEN UP SOON ON THE GILA RIVER INDIAN COMMUNITY RESERVATION SOUTH OF PHOENIX, ARIZONA. THE CURRICULUM IS NOW COMPLETED HERE IN 2018 AND HAS BEEN DELIVERED TO OUR CLIENT. WE COMPLETED THIS 2017 WORK AT NO COST TO OUR CLIENT. WE RESEARCHED GRADE SCHOOL CURRICULA FOR ECONOMICALLY AND RELIGIOUSLY DIVERSE STUDENT POPULATIONS, WHICH RESEARCH INCLUDED TRIPS TO SCHOOLS SERVING DIVERSE STUDENT BODIES IN INDIANA AND VIRGINIA. IN TURN, WE CREATED MOST OF AN ORIGINAL CURRICULUM FOR GRADES 1-3 FOR A CHURCH IN FAIRFAX, VIRGINIA WHO INTENDS TO OPEN A SCHOOL FOR STUDENTS FROM WIDELY RANGING BACKGROUNDS. THE CURRICULUM HAS NOW IN 2018 BEEN COMPLETED AND DELIVERED TO OUR CLIENT. WE COMPLETED THIS 2017 AT NO COST TO OUR CLIENT. WE TRAINED ENTIRE HUMANITIES FACULTIES IN THE DISTRICT OF COLUMBIA, ARIZONA, AND VIRGINIA. THE SCHOOL IN DC SERVES AN INNER CITY ALL-AFRICAN AMERICAN STUDENT BODY; THE SCHOOL IN ARIZONA SERVES A PREDOMINANTLY HISPANIC STUDENT BODY. WE SERVED THESE THREE FACULTIES AT NO COST TO OUR CLIENT. WE LAUNCHED AND COMPLETED THE DESIGN AND DELIVERY OF A FULL YEAR OF MONTHLY PRESENTATIONS TO SENIORS, CALLED VISIONS, AN ADULT EDUCATION PROGRAM FOCUSED ON ART, MUSIC AND HISTORY. OUR FLAGSHIP PROGRAM LAUNCHED IN INDIANA. WE DELIVERED OUR 2017 VISIONS PROGRAM AT NO COST TO OUR CLIENT. WE DESIGNED AND DELIVERED AN ENTIRE YEAR OF MONTHLY SEMINARS ON SCRIPTURE AND LIFE CHOICES TO A GROUP OF SHELTERS FOR WOMEN WHO EXPERIENCED CRISIS PREGNANCIES AND NOW LIVE TOGETHER WITH THEIR CHILDREN. THE ORGANIZATION OF WOMEN'S SHELTERS IS IN VIRGINIA. WE DELIVERED THE SEMINAR PROGRAM AT NO COST TO OUR CLIENT. WE MENTORED TWO HEADS OF SCHOOLS IN VIRGINIA, ONE SERVING A CATHOLIC MISSION, THE OTHER SERVING AN EVANGELICAL ONE. WE DELIVERED THESE 2017 SERVICES AT NO COST TO OUR CLIENTS. WE CONTINUED TO PUBLISH BLOG POSTS ON OUR WEB SITE. WE TRAINED ONE FACULTY IN NEW HAMPSHIRE FOR WHICH WE CHARGED $1,800. THERE WERE NO COMMITTEES. A DRAFT COPY OF THE 990 WILL BE PRESENTED TO THE SIGNING OFFICER FOR REVIEW AND COMMENT PRIOR TO FILING THE RETURN. THE TWO INDEPENDENT BOARD MEMBERS REVIEWED AND APPROVED ALL COMPENSATION. THE ORGANIZATION MAKES ITS DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MICHAEL ORTNER AND ELIZABETH ORTNER ARE HUSBAND AND WIFE RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WERE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT COPY OF THE 990 WILL BE PRESENTED TO THE SIGNING OFFICER FOR REVIEW AND COMMENT PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TWO INDEPENDENT BOARD MEMBERS REVIEWED AND APPROVED ALL COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER ADJUSTMENT -22.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
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IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01208601
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0808202
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt028739
IRS990/TravelGrp/TotalAmt028739
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW ZWERNEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05714192349
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CANA ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0CANA
ReturnHeader/Filer/EIN0813008001
ReturnHeader/Filer/PhoneNum05714192349
ReturnHeader/Filer/USAddress/AddressLine1Txt06805 ROSEMONT DRIVE
ReturnHeader/Filer/USAddress/CityNm0MCLEAN
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C51C299B32E41F9A0D8E097B775B67623CAAAFCA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02018-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:35:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
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ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUBRINA L WOOD CPA
ReturnHeader/ReturnTs02018-07-06T13:36:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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