Civic Intelligence

National University Academy Sparrow

990 • Fiscal year 2023 • EIN 83-1506921

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization ProfileSPARROWSCHOOL.ORG
4207 Spring Gardens RoadLA Mesa, CA 91941

(619) 439-6327

Siviq Scores

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

Liabilities / Assets

81st percentile

0.54x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.23x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

50th percentile

4.0%

Higher net margin than 50% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

30th percentile

$76,864

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,380,407

Up $520,485 (+28%) from 2022

Net Assets

Up

$1,095,945

Up $223,649 (+26%) from 2022

Liabilities

Up

$1,284,462

Up $296,836 (+30%) from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin50th percentile

Revenue

Up

$5,596,351

Up $1,512,845 (+37%) from 2022

Expenses

Up

$5,372,702

Up $1,312,069 (+32%) from 2022

Net Income

Up

$223,649

Up $200,776 (+878%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2018: $2,305,775Liabilities 2018: $2,362,484Net Assets 2018: -$56,7102018Assets 2020: $1,593,097Liabilities 2020: $988,269Net Assets 2020: $604,8282020Assets 2021: $1,973,542Liabilities 2021: $1,124,119Net Assets 2021: $849,4232021Assets 2022: $1,859,922Liabilities 2022: $987,626Net Assets 2022: $872,2962022Assets 2023: $2,380,407Liabilities 2023: $1,284,462Net Assets 2023: $1,095,9452023Assets 2024: $983,059Liabilities 2024: $699,985Net Assets 2024: $283,0742024

Highlighted filing

2023

Assets$2,380,407
Liabilities$1,284,462
Net Assets$1,095,945
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $2,320,007Expenses 2018: $2,376,717Net Income 2018: -$56,7102018Revenue 2020: $3,345,451Expenses 2020: $2,744,622Net Income 2020: $600,8292020Revenue 2021: $3,374,397Expenses 2021: $3,129,802Net Income 2021: $244,5952021Revenue 2022: $4,083,506Expenses 2022: $4,060,633Net Income 2022: $22,8732022Revenue 2023: $5,596,351Expenses 2023: $5,372,702Net Income 2023: $223,6492023Revenue 2024: $4,744,610Expenses 2024: $5,557,481Net Income 2024: -$812,8712024

Highlighted filing

2023

Revenue$5,596,351
Expenses$5,372,702
Net Income$223,649
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$5,596,351
Mission and Program Overview

Mission

To cultivate conscientious, engaged citizens through a scholarly and artistic study of the humanities, math and science, grounded in waldorf philosophy.

Operation of a public charter school for grade k-8 students emphasizing the waldorf philosophy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,191,893$1,238,320▲ $46,427
Accounts Receivable$455,202$550,785▲ $95,583
Land, Buildings, and Equipment, Net$118,892$286,160▲ $167,268
Prepaid Expenses and Deferred Charges$79,535$63,543▼ $15,992
Total Assets$2,305,474$2,380,407▲ $74,933
Other Assets Total$459,952$241,599▼ $218,353
Liabilities
Accounts Payable and Accrued Expenses$386,919$671,606▲ $284,687
Deferred Revenue$139,979$291,548▲ $151,569
Other Liabilities$469,552$230,697▼ $238,855
Unsecured Notes Loans Payable$436,728$90,611▼ $346,117
Total Liabilities$1,433,178$1,284,462▼ $148,716
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$872,296$1,095,945▲ $223,649
Total Net Assets Fund Balance$872,296$1,095,945▲ $223,649
Total Liabilities and Net Assets / Fund Balance$2,305,474$2,380,407▲ $74,933

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$254,119-$254,119
Leasehold Improvements$26,984$12,857$39,841
Equipment$5,057$1,247$6,304
Other Assets Org$227,199--
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Consuelo ManriquezExecutive DirectorFT$61,517$15,347$76,864

Board Members and Trustees

NameTitle
Daniel CohenChair
Gina MarrujoMember
Lorien RamirezMember
Nate StrurmMember
Robin KeithSecretary
Eileen LogueTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
La Mesa Adventist Community ChurtRent4207 SPRING GARDENS ROAD, La Mesa, CA 91941$280,548
Revenue and Support

Revenue Composition

Contributions and Grants
$5,490,376
Program Service Revenue
$89,574
Investment Income
$13,390
Other Revenue
$3,011
All Other Contributions
$2,241
Change in Net Assets
$223,649

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,596,351
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,596,351
Total Revenue per Form 990
$5,596,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,242,381
Other Expenses$2,130,321
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,087,678$140,622-$2,228,300
Pension Plan Contributions$607,744--$607,744
Occupancy$516,181$76,250-$592,431
Fees for Services Other$477,767$41,804-$519,571
Other Employee Benefits$156,576$21,364-$177,940
Current Officers, Directors, Trustees, and Key Employees-$141,750-$141,750
Fees for Services Accounting$81,133$9,531-$90,664
Payroll Taxes$76,324$10,323-$86,647
Other Expenses$67,459$11,781-$67,459
Insurance$42,053$5,688-$47,741
Fees for Services Legal$43,645--$43,645
Conferences and Meetings$28,993$3,921-$32,914
Office Expenses$26,079$3,527-$29,606
Information Technology$16,318$2,207-$18,525
Depreciation Depletion$7,705$1,042-$8,747
Travel$6,503$880-$7,383
Advertising$529--$529
Interest$23$3-$26
Total Functional Expenses$4,897,412$475,290$0$5,372,702

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,372,702
Total Expenses per Audited Statements$5,372,702
Total Expenses per Form 990$5,372,702
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$230,697
Governance and Compliance

Governance Checklist

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

“The form 990 is reviewed by the executive director, the back-office provider, and the board of directors before filing.”

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

“Compliance is monitored annually through filing of ca form 700 economic interest statement. If a transaction arised where there is a conflict of interest, the person with such conflict is not allowed to vote on the transaction.”

Form 990, Part VI, Section B, Line 15

“Compensation for the executive director is determined based on compensation paid to senior management of comparable nonprofit organizations and educational institutions. The executive director holds a written employment contract that is approved by the board.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request if not already made available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Sparrow Academy
EIN
83-1506921
Phone
6194396327
Address
4207 SPRING GARDENS ROAD, LA MESA, CA 91941

Signing Officer

Name
MICHELLE D'AUGUSTA
Title
Executive Director
Phone
6194396327
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
MICHELLE D'AUGUSTA
Formed
2018
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
70
Volunteers
145

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Marcy Kearney
Phone
6192708222
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management believes all of its significant tax positions would be upheld under examination; therefore, no provision for income tax has been recorded.”

Raw XML AppendixShowing 400 of 437 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/PrincipalOfficerNm0MICHELLE D'AUGUSTA
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IRS990/ProgramServiceRevenueGrp/Desc0AFTERSCHOOL CARE
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03989023
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt01384150
IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalExpensesAmt04060633
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04083506
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0223649
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
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IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012857
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt014400
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1227199
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT-OF-USE ASSET
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0254119
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0230697
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05596351
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0286160
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0241599
IRS990ScheduleD/TotalExpensesPerForm990Amt05372702
IRS990ScheduleD/TotalLiabilityAmt0230697
IRS990ScheduleD/TotalRevenuePerForm990Amt05596351
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05596351
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05372702
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY WITHIN ITS CHARTER DOCUMENT. THE CHARTER DOCUMENT IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND IS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL OPERATING TUITION-FREE; THEREFORE SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE ARE NOT APPLICABLE AND RECORDS FOR SUCH ARE NOT MAINTAINED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AND THE COUNTY OF SAN DIEGO, CALIFORNIA AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE BACK-OFFICE PROVIDER, AND THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLIANCE IS MONITORED ANNUALLY THROUGH FILING OF CA FORM 700 ECONOMIC INTEREST STATEMENT. IF A TRANSACTION ARISED WHERE THERE IS A CONFLICT OF INTEREST, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BASED ON COMPENSATION PAID TO SENIOR MANAGEMENT OF COMPARABLE NONPROFIT ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. THE EXECUTIVE DIRECTOR HOLDS A WRITTEN EMPLOYMENT CONTRACT THAT IS APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST IF NOT ALREADY MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt02305474
IRS990/TotalAssetsGrp/EOYAmt02380407
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05490376
IRS990/TotalEmployeeCnt070
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0475290
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04897412
IRS990/TotalFunctionalExpensesGrp/TotalAmt05372702
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt01284462
IRS990/TotalLiabilitiesGrp/BOYAmt01433178
IRS990/TotalLiabilitiesGrp/EOYAmt01284462
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0872296
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IRS990/TotalOtherCompensationAmt015347
IRS990/TotalProgramServiceExpensesAmt04897412
IRS990/TotalProgramServiceRevenueAmt089574
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IRS990/TotalRevenueGrp/ExclusionAmt016401
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089574
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05596351
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0145
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02305474
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02380407
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0880
IRS990/TravelGrp/ProgramServicesAmt06503
IRS990/TravelGrp/TotalAmt07383
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt090611
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04207 SPRING GARDENS ROAD
IRS990/USAddress/CityNm0LA MESA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091941
IRS990/VotingMembersGoverningBodyCnt06

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,380,407
Liabilities
$1,284,462
Net assets
$1,095,945
Revenue
$5,596,351
Expenses
$5,372,702
Net income
$223,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.70$0.28$4.74$5.56$0.81
2023Detailed filing. Detailed filing data is available for this year.$2.38$1.28$1.10$5.60$5.37$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.99$0.87$4.08$4.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.97$1.12$0.85$3.37$3.13$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.99$0.60$3.35$2.74$0.60
2018Summary only. Only limited summary data is available for this year.$2.31$2.36$0.06$2.32$2.38$0.06