Civic Intelligence

Acton Academy Albuquerque Inc

990 • Fiscal year 2017 • EIN 81-4258509

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 12, 2018

1311 Tijeras Ave NWAlbuquerque, NM 87102

(505) 224-9000

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.02x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$132,766

No earlier filing loaded for comparison.

Net Assets

$130,321

No earlier filing loaded for comparison.

Liabilities

$2,445

No earlier filing loaded for comparison.

Revenue

$297,063

No earlier filing loaded for comparison.

Expenses

$148,147

No earlier filing loaded for comparison.

Net Income

$148,916

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2017: $132,766Liabilities 2017: $2,445Net Assets 2017: $130,3212017Assets 2018: $75,187Liabilities 2018: $4,770Net Assets 2018: $70,4172018Assets 2019: $92,104Liabilities 2019: $19,146Net Assets 2019: $72,9582019Assets 2020: $767,990Liabilities 2020: $214,245Net Assets 2020: $553,7452020Assets 2021: $756,110Liabilities 2021: $12,332Net Assets 2021: $743,7782021Assets 2022: $802,413Liabilities 2022: $13,074Net Assets 2022: $789,3392022Assets 2023: $772,849Liabilities 2023: $16,995Net Assets 2023: $755,8542023Assets 2024: $717,309Liabilities 2024: $4,116Net Assets 2024: $713,1932024

Highlighted filing

2017

Assets$132,766
Liabilities$2,445
Net Assets$130,321

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2017: $297,063Expenses 2017: $148,147Net Income 2017: $148,9162017Revenue 2018: $150,329Expenses 2018: $210,233Net Income 2018: -$59,9042018Revenue 2019: $254,227Expenses 2019: $251,686Net Income 2019: $2,5412019Revenue 2020: $826,571Expenses 2020: $345,784Net Income 2020: $480,7872020Revenue 2021: $761,187Expenses 2021: $571,154Net Income 2021: $190,0332021Revenue 2022: $673,440Expenses 2022: $627,879Net Income 2022: $45,5612022Revenue 2023: $607,207Expenses 2023: $640,692Net Income 2023: -$33,4852023Revenue 2024: $510,849Expenses 2024: $553,510Net Income 2024: -$42,6612024

Highlighted filing

2017

Revenue$297,063
Expenses$148,147
Net Income$148,916
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 12, 2018
Return Version
2017v2.2
Gross Receipts
$297,063
Mission and Program Overview

Mission

Provide education services by operating a school in the albuquerque public school district for grades kindergarten through twelve.

Acton academy is organized and operated exclusively for charitable and educational purposes within the meaning of section 501(c)(3) of the internal revenue code. In furtherance of these purposes, acton academy will operate a school for grades one through twelve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$-18,595$130,321▲ $148,916
Cash and Non-Interest-Bearing Accounts$800$120,497▲ $119,697
Land, Buildings, and Equipment, Net$9,794$6,974▼ $2,820
Prepaid Expenses and Deferred Charges-$3,881-
Accounts Receivable-$1,414-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,594$132,766▲ $122,172
Liabilities
Other Liabilities$0$1,569▲ $1,569
Accounts Payable and Accrued Expenses$29,189$876▼ $28,313
Total Liabilities$29,189$2,445▼ $26,744
Net Assets / Fund Balance
Total Net Assets Fund Balance$-18,595$130,321▲ $148,916
Total Liabilities and Net Assets / Fund Balance$10,594$132,766▲ $122,172

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,974$3,992$10,966
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff JohnsTrustee, President
Beverly LathropTrustee
Della MoyaTrustee
Julie JohnsTrustee
Nadine McintoshTrustee, Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$254,620
Program Service Revenue
$42,443
Investment Income
$0
Other Revenue
$0
All Other Contributions
$254,620
Change in Net Assets
$148,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,648
Salaries, Compensation, and Employee Benefits$72,499
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$54,005$12,412-$66,417
Fees for Services Other$25,455$959-$26,414
Occupancy-$7,937-$7,937
All Other Expenses$1,397$4,752-$6,149
Payroll Taxes$4,937$1,145-$6,082
Travel-$4,599-$4,599
Depreciation Depletion-$3,992-$3,992
Advertising-$3,664-$3,664
Other Expenses$2,239--$2,239
Insurance-$1,709-$1,709
Information Technology$1,046$100-$1,146
Office Expenses-$744-$744
Fees for Services Accounting-$620-$620
Total Functional Expenses$105,514$42,633$0$148,147
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liability$1,569
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Family relationships: trustees jeff johns and julie johns are siblings.

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

The following officers review financial information and the return prior to filing: jeff johns, president and trustee nadine mcintosh, secretary/treasurer and trustee

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

Upon disclosure of a conflict of interest, the governing board or committee will discuss and vote on whether a conflict of interest exists without the individual present. If a conflict exists, the governing board or committee will determine options and whether the proposed transaction or arrangement is in the best interests of acton academy albuquerque inc. Suspected violations of the conflict of interest policy will be investigated by the governing board or committee. A record of potential conflicts of interest will be maintained.

Form 990, Part VI, Section C, Line 18

The organization will provide governing documents, conflict of interest policy, and financial statements to the public upon request.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, finanical information and tax returns are kept at the organization's physical address, and are available to anyone who requests them.

Part VI, Section B, Line 14

The organization has a written records retention policy with respect to the following school records as follows: the school operated by the corporation shall maintain for a minimum period of three years, beginning with the year after the year of compilation, the following records: (i) records indicating the racial composition of the student body, faculty and administrative staff for each academic year; (ii) records sufficient to document that scholarships and other financial assistance is awarded on a racially non-discriminatory basis; (iii) copies of all brochures, catalogs, and advertising dealing with student admissions, programs, and scholarships; and (iv) copies of all materials used by or on behalf of the school to solicit contributions.

Filing and Contact Details

Filer

Filer Name
Acton Academy Albuquerque Inc
EIN
81-4258509
Phone
5052249000
Address
1311 TIJERAS AVE NW, ALBUQUERQUE, NM 87102
Doing Business As
Acton Academy Abq

Signing Officer

Name
Jeff Johns
Title
Trustee, President
Phone
5053143415
Signed
2018-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Johns
Formed
2016
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
4
Volunteers
10

Preparer

Firm
Peltier Gustafson & Miller P a
Address
7020 PROSPECT PLACE NE, ALBUQUERQUE, NM 87110
Preparer
Donald H Miller
Phone
5058813953
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor: program service expenses 25,455. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,455. Paypal processing fees: program service expenses 0. Management and general expenses 227. Fundraising expenses 0. Total expenses 227. Bank fees: program service expenses 0. Management and general expenses 653. Fundraising expenses 0. Total expenses 653. Licenses & fees: program service expenses 0. Management and general expenses 79. Fundraising expenses 0. Total expenses 79.

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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ACTON ACADEMY PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE ALBUQUERQUE JOURNAL NEWSPAPER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIPS: TRUSTEES JEFF JOHNS AND JULIE JOHNS ARE SIBLINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOLLOWING OFFICERS REVIEW FINANCIAL INFORMATION AND THE RETURN PRIOR TO FILING: JEFF JOHNS, PRESIDENT AND TRUSTEE NADINE MCINTOSH, SECRETARY/TREASURER AND TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON DISCLOSURE OF A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE WILL DISCUSS AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS WITHOUT THE INDIVIDUAL PRESENT. IF A CONFLICT EXISTS, THE GOVERNING BOARD OR COMMITTEE WILL DETERMINE OPTIONS AND WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN THE BEST INTERESTS OF ACTON ACADEMY ALBUQUERQUE INC. SUSPECTED VIOLATIONS OF THE CONFLICT OF INTEREST POLICY WILL BE INVESTIGATED BY THE GOVERNING BOARD OR COMMITTEE. A RECORD OF POTENTIAL CONFLICTS OF INTEREST WILL BE MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANICAL INFORMATION AND TAX RETURNS ARE KEPT AT THE ORGANIZATION'S PHYSICAL ADDRESS, AND ARE AVAILABLE TO ANYONE WHO REQUESTS THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A WRITTEN RECORDS RETENTION POLICY WITH RESPECT TO THE FOLLOWING SCHOOL RECORDS AS FOLLOWS: THE SCHOOL OPERATED BY THE CORPORATION SHALL MAINTAIN FOR A MINIMUM PERIOD OF THREE YEARS, BEGINNING WITH THE YEAR AFTER THE YEAR OF COMPILATION, THE FOLLOWING RECORDS: (I) RECORDS INDICATING THE RACIAL COMPOSITION OF THE STUDENT BODY, FACULTY AND ADMINISTRATIVE STAFF FOR EACH ACADEMIC YEAR; (II) RECORDS SUFFICIENT TO DOCUMENT THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE IS AWARDED ON A RACIALLY NON-DISCRIMINATORY BASIS; (III) COPIES OF ALL BROCHURES, CATALOGS, AND ADVERTISING DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS; AND (IV) COPIES OF ALL MATERIALS USED BY OR ON BEHALF OF THE SCHOOL TO SOLICIT CONTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRACT LABOR: PROGRAM SERVICE EXPENSES 25,455. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,455. PAYPAL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 653. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 653. LICENSES & FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 79. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, SECTION B, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010594
IRS990/TotalAssetsEOYAmt0132766
IRS990/TotalAssetsGrp/BOYAmt010594
IRS990/TotalAssetsGrp/EOYAmt0132766
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0254620
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042633
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0105514
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029189
IRS990/TotalLiabilitiesEOYAmt02445
IRS990/TotalLiabilitiesGrp/BOYAmt029189
IRS990/TotalLiabilitiesGrp/EOYAmt02445
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-18595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0130321
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0105514
IRS990/TotalProgramServiceRevenueAmt042443
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042443
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0297063
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010594
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0132766
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04599
IRS990/TravelGrp/TotalAmt04599
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01311 TIJERAS AVENUE NW
IRS990/USAddress/CityNm0ALBUQUERQUE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087102
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ACTONABQ.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF JOHNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE, PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05053143415
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACTON ACADEMY ALBUQUERQUE INC
ReturnHeader/Filer/BusinessNameControlTxt0ACTO
ReturnHeader/Filer/EIN0814258509
ReturnHeader/Filer/PhoneNum05052249000
ReturnHeader/Filer/USAddress/AddressLine1Txt01311 TIJERAS AVE NW
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CC002F71B37DEA649B647E4FCC6242ACC7964C40
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0210E9570B3606635ACD38FA14CDA84EB757586EB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.12.163.142
ReturnHeader/FilingSecurityInformation/IPDt02018-06-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm008:16:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850436347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PELTIER GUSTAFSON & MILLER P A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07020 PROSPECT PLACE NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05058813953
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD H MILLER
ReturnHeader/ReturnTs02018-06-12T09:16:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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