Civic Intelligence

Linden Tree Learning

990EZ • Fiscal year 2018 • EIN 81-4947994

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

Organization ProfileN/A
PO Box 4467Irvine, CA 92616

(714) 868-6215

Siviq Scores

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

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

34th percentile

-3.0%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

88th percentile

$34,250

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

6.1%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$6,139

Down $3,363 (-35%) from 2017

Net Assets

Down

$5,809

Down $3,493 (-38%) from 2017

Liabilities

Up

$330

Up $130 (+65%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin34th percentile

Revenue

Up

$117,490

Up $6,731 (+6.1%) from 2017

Expenses

Up

$120,983

Up $19,526 (+19%) from 2017

Net Income

Down

-$3,493

Down $12,795 (-138%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$10K$5.0K$0Assets 2017: $9,502Liabilities 2017: $200Net Assets 2017: $9,3022017Assets 2018: $6,139Liabilities 2018: $330Net Assets 2018: $5,8092018Assets 2019: $6,014Liabilities 2019: $0Net Assets 2019: $6,0142019

Highlighted filing

2018

Assets$6,139
Liabilities$330
Net Assets$5,809
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $110,759Expenses 2017: $101,457Net Income 2017: $9,3022017Revenue 2018: $117,490Expenses 2018: $120,983Net Income 2018: -$3,4932018Revenue 2019: $163,894Expenses 2019: $163,689Net Income 2019: $2052019

Highlighted filing

2018

Revenue$117,490
Expenses$120,983
Net Income-$3,493
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Gross Receipts
$117,490
Mission and Program Overview

Mission

Provide home school learners with educational programs and support

Program Services

DescriptionGrantsExpenses
PROVIDE HOME SCHOOL LEARNERS WITH EDUCATIONALAND ENRICHING ACTIVITIES - 34 CHILDREN BENEFITED$0$120,984
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH BACHExecutive DirectorFT$34,250-$34,250
KATHRYN NAVASPresident-$0--
KRISTINA WALTERSTreasurer-$0--
GUADALUPE TREJOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Linden Tree Learning
EIN
81-4947994
Phone
7148686215
Address
PO BOX 4467, Irvine, CA 92616

Signing Officer

Name
Kathryn Navas
Title
President
Phone
7148686215
Signed
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Harper & Harper
Address
8700 WARNER AVE SUITE 100, FOUNTAIN VALLEY, CA 92708
Preparer
Patrick Harper
Phone
7142749387
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BANK CHARGES 232.”

Form 990EZ, Part I, Line 16

“Class fees - eurythmy 6940.”

Form 990EZ, Part I, Line 16

“VIOLIN INSTRUCTION 3700.”

Form 990EZ, Part I, Line 16

“TAXES AND LICENSES 25.”

Form 990EZ, Part I, Line 16

“SUPPLIES 3020.”

Form 990EZ, Part I, Line 16

“STARTUP EXPENSES 2739.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 109.”

Form 990EZ, Part I, Line 16

“Payroll processing fee 2227.”

Form 990EZ, Part I, Line 16

“WORKERS COMP 1180.”

Form 990EZ, Part I, Line 16

“BACKGROUND CHECKS 173.”

Form 990EZ, Part I, Line 16

“Other business expenses 266.”

Form 990EZ, Part I, Line 16

“Charitable contributions 400.”

Form 990EZ, Part I, Line 16

“STATE TAXES 60.”

Form 990EZ, Part II, Line 26

“LOAN PAYABLE 200. 200.”

Form 990EZ, Part II, Line 26

“ACCRUED PAYROLL 130.”

Raw XML Appendix194 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07142749387
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08700 WARNER AVE SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOUNTAIN VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092708
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09502
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05809
IRS990EZ/OccupancyRentUtltsAndMaintAmt018384
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt334250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHRYN NAVAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTINA WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GUADALUPE TREJO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH BACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021071
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOME SCHOOL LEARNERS WITH EDUCATIONAL PROGRAMS AND SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt019
IRS990EZ/ProgramServiceRevenueAmt01513
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HOME SCHOOL LEARNERS WITH EDUCATIONALAND ENRICHING ACTIVITIES - 34 CHILDREN BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0120984
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt080259
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0200
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0330
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120983
IRS990EZ/TotalProgramServiceExpensesAmt0120984
IRS990EZ/TotalRevenueAmt0117490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0117490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0110759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0228249
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0228249
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0117490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0110759
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0228249
IRS990ScheduleA/TotalSupportAmt0228249
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0200
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0INITIAL FUNDING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0200
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0SARAH BACH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt0200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS FEES - EURYTHMY 6940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VIOLIN INSTRUCTION 3700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES AND LICENSES 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 3020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STARTUP EXPENSES 2739.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS 109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAYROLL PROCESSING FEE 2227.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WORKERS COMP 1180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BACKGROUND CHECKS 173.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER BUSINESS EXPENSES 266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CHARITABLE CONTRIBUTIONS 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STATE TAXES 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LOAN PAYABLE 200. 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACCRUED PAYROLL 130.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN NAVAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07148686215
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINDEN TREE LEARNING
ReturnHeader/Filer/BusinessNameControlTxt0LIND
ReturnHeader/Filer/EIN0814947994
ReturnHeader/Filer/PhoneNum07148686215
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4467
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092616
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D5722FABB0B7FB9194FB903CB05732D382929788
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5722FABB0B7FB9194FB903CB05732D382929788
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.48.33.6
ReturnHeader/FilingSecurityInformation/IPDt02019-07-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:55:08
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPER & HARPER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08700 WARNER AVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOUNTAIN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092708
ReturnHeader/PreparerPersonGrp/PhoneNum07142749387
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK HARPER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-01T11:55:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,139
Liabilities
$330
Net assets
$5,809
Revenue
$117,490
Expenses
$120,983
Net income
-$3,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.64$1.64$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.17$1.21$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.09$1.11$1.01$0.09