Civic Intelligence

The Charles Armstrong School

990 • Fiscal year 2017 • EIN 94-1666217

Jul 01, 2016 to Jun 30, 2017 • Filed on May 12, 2018

1405 Solana DriveBelmont, CA 94002

(650) 592-0780

Siviq Scores

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

Liabilities / Assets

59th percentile

0.35x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.84x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

55th percentile

4.4%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$278,046

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

53rd percentile

5.5%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

1.6%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$26,880,268

Up $1,403,143 (+5.5%) from 2016

Net Assets

Up

$17,520,915

Up $1,222,174 (+7.5%) from 2016

Liabilities

Up

$9,359,353

Up $180,969 (+2.0%) from 2016

Revenue

Up

$11,159,018

Up $178,760 (+1.6%) from 2016

Expenses

Up

$10,671,138

Up $272,054 (+2.6%) from 2016

Net Income

Down

$487,880

Down $93,294 (-16%) from 2016

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $10,908,060Liabilities 2010: $2,537,739Net Assets 2010: $8,370,3212010Assets 2011: $12,342,301Liabilities 2011: $2,726,730Net Assets 2011: $9,615,5712011Assets 2012: $13,101,277Liabilities 2012: $2,557,117Net Assets 2012: $10,544,1602012Assets 2013: $14,495,104Liabilities 2013: $2,728,710Net Assets 2013: $11,766,3942013Assets 2014: $17,143,449Liabilities 2014: $2,813,107Net Assets 2014: $14,330,3422014Assets 2015: $19,232,674Liabilities 2015: $3,454,090Net Assets 2015: $15,778,5842015Assets 2016: $25,477,125Liabilities 2016: $9,178,384Net Assets 2016: $16,298,7412016Assets 2017: $26,880,268Liabilities 2017: $9,359,353Net Assets 2017: $17,520,9152017Assets 2018: $27,442,596Liabilities 2018: $9,575,752Net Assets 2018: $17,866,8442018Assets 2019: $27,773,377Liabilities 2019: $9,908,691Net Assets 2019: $17,864,6862019Assets 2020: $28,717,379Liabilities 2020: $11,427,083Net Assets 2020: $17,290,2962020Assets 2021: $29,837,306Liabilities 2021: $11,427,124Net Assets 2021: $18,410,1822021Assets 2022: $28,344,387Liabilities 2022: $11,321,376Net Assets 2022: $17,023,0112022Assets 2023: $29,715,082Liabilities 2023: $12,188,319Net Assets 2023: $17,526,7632023Assets 2024: $24,934,937Liabilities 2024: $6,609,601Net Assets 2024: $18,325,3362024

Highlighted filing

2017

Assets$26,880,268
Liabilities$9,359,353
Net Assets$17,520,915

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,291,5112010Expenses 2011: $8,315,1702011Expenses 2012: $8,733,6482012Expenses 2013: $9,202,0002013Revenue 2014: $11,868,485Expenses 2014: $9,247,942Net Income 2014: $2,620,5432014Revenue 2015: $11,522,829Expenses 2015: $10,089,662Net Income 2015: $1,433,1672015Revenue 2016: $10,980,258Expenses 2016: $10,399,084Net Income 2016: $581,1742016Revenue 2017: $11,159,018Expenses 2017: $10,671,138Net Income 2017: $487,8802017Revenue 2018: $12,013,995Expenses 2018: $12,041,699Net Income 2018: -$27,7042018Revenue 2019: $12,174,298Expenses 2019: $12,590,344Net Income 2019: -$416,0462019Revenue 2020: $12,631,289Expenses 2020: $13,130,944Net Income 2020: -$499,6552020Revenue 2021: $12,609,845Expenses 2021: $13,675,181Net Income 2021: -$1,065,3362021Revenue 2022: $14,854,128Expenses 2022: $13,799,961Net Income 2022: $1,054,1672022Revenue 2023: $14,653,124Expenses 2023: $14,909,990Net Income 2023: -$256,8662023Revenue 2024: $15,074,598Expenses 2024: $15,520,227Net Income 2024: -$445,6292024

Highlighted filing

2017

Revenue$11,159,018
Expenses$10,671,138
Net Income$487,880
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 12, 2018
Return Version
2016v3.0
Gross Receipts
$11,919,591
Mission and Program Overview

Mission

Charles armstrong school unlocks the unique potential of students with dyslexia and related learning differences, changing the trajectory of their lives.

To provide specialized education to students with specific language disabilities, mainly, dyslexia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,667,320$11,698,832▲ $1,031,512
Land, Buildings, and Equipment, Net$6,381,528$7,137,999▲ $756,471
Accounts Receivable$6,123,287$3,951,357▼ $2,171,930
Cash and Non-Interest-Bearing Accounts$1,498,591$3,271,286▲ $1,772,695
Savings and Temporary Cash Investments$214,113$269,475▲ $55,362
Receivables From Officers Etc-$250,000-
Prepaid Expenses and Deferred Charges$164,163$84,729▼ $79,434
Pledges and Grants Receivable$125,050$75,950▼ $49,100
Total Assets$25,477,125$26,880,268▲ $1,403,143
Other Assets Total$303,073$140,640▼ $162,433
Liabilities
Deferred Revenue$8,031,049$8,285,681▲ $254,632
Accounts Payable and Accrued Expenses$1,147,335$1,073,672▼ $73,663
Total Liabilities$9,178,384$9,359,353▲ $180,969
Net Assets / Fund Balance
Unrestricted Net Assets$12,458,198$13,795,684▲ $1,337,486
Permanently Rstr Net Assets$2,193,938$2,209,538▲ $15,600
Temporarily Rstr Net Assets$1,646,605$1,515,693▼ $130,912
Total Net Assets Fund Balance$16,298,741$17,520,915▲ $1,222,174
Total Liabilities and Net Assets / Fund Balance$25,477,125$26,880,268▲ $1,403,143

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,490,298$2,624,188$9,114,486
Equipment$286,281$1,166,763$1,453,044
Land$361,420-$361,420

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,476,213$15,600▲ $315,776$107,304$2,700,285
2015$2,541,517$800▲ $38,832$104,936$2,476,213
2014$2,571,701$2,500▲ $69,913$102,597$2,541,517
2013$2,319,718$19,370▲ $330,801$98,188$2,571,701
2012$2,226,320$3,500▲ $183,037$93,139$2,319,718
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica R MillerHead of SchoolFT$259,258$18,788$278,046
Karen KrugerDirector of Teaching and LearningFT$150,322$22,692$173,014
Cynthia Wolfe FunaiDirector of DevelopmentFT$112,691$23,197$135,888
Rosa Lee JohansenLiteracy InstructionalFT$105,082$22,012$127,094
Doug KillinDirector of Middle SchoolFT$110,849$9,307$120,156
Susan MunnInterim CFO (6/16 - 5/17)FT$40,507-$40,507
Rick EnglandInterim CFO (June-Sept'16)FT$31,561-$31,561

Board Members and Trustees

NameTitle
Audrey FoxPresident
Beth SpringerVice President
Adolfo RiedeltruSTEE
Barbara FromeTrustee
Betsy BermanTrustee
Brian WoodTrustee
Cheri Jaunichtrustee
Grace ShanahanTrustee
Jenny SteinTrustee
Katie StoreyTrustee
Kerry SlatteryTrustee
Michael FormoloTrustee
Michael HuskinstrusTEE
michael jamiesontruSTEE
Neil TuchCFO from march 2017
sydney bernierSecretary
Clint OramTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$958,889
Program Service Revenue
$9,919,056
Investment Income
$139,248
Other Revenue
$141,825
All Other Contributions
$954,139
Change in Net Assets
$487,880

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$51,841Fair Market Value (FMV)
Total Noncash Contributions8$51,841-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,640,614
Revenue Not Reported on Financial Statements
$1,518,404
Revenue Not Reported on Form 990
$917,623
Other Revenue Adjustments
$1,518,404
Total Revenue per Audited Statements
$10,558,237
Total Revenue per Form 990
$11,159,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,452,264
Other Expenses$1,932,048
Grants and Similar Amounts Paid$1,286,826
Total Fundraising Expense$398,539
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,856,429$356,851$252,605$5,465,885
Grants to Domestic Individuals$1,286,826--$1,286,826
Other Employee Benefits$715,922$6,607$43,370$765,899
Depreciation Depletion$482,306$7,064-$489,370
Current Officers, Directors, Trustees, and Key Employees$146,899$328,773-$475,672
Payroll Taxes$398,770$44,956$20,534$464,260
Pension Plan Contributions$245,437$18,091$17,020$280,548
Office Expenses$154,053$80,043$38,704$272,800
Information Technology$205,724$16,067$13,058$234,849
Occupancy$217,434$11,690$4,676$233,800
Conferences and Meetings$115,657$13,836$7,845$137,338
Fees for Services Other$63,441$32,709$610$96,760
Fees for Services Accounting-$73,132-$73,132
Insurance-$47,585-$47,585
Fees for Services Legal-$31,506-$31,506
Fees for Service Investment Mgmnt Fees-$25,304-$25,304
Advertising$17,041--$17,041
Other Expenses$6,156$1,194-$7,350
Travel$5,060-$117$5,177
Total Functional Expenses$9,177,191$1,095,408$398,539$10,671,138

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,671,138
Total Expenses per Audited Statements$9,336,063
Expenses per Audited Statements$9,152,734
Expenses Not Reported on Financial Statements$1,518,404
Other Expense Adjustments$1,518,404
Expenses Not Reported on Form 990$183,329
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$133,583
Fundraising Gross Income$118,610
Gaming Gross Income$69,237
Gaming Direct Expenses$12,525
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
family Community Fundraiser$123,360$118,610$25,362$93,248
Total Events$123,360$118,610$133,583$-14,973
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Sydney Bernier is a trustee of the School and VP of fisher developmentThe School contracted with Fisher Development for the 3rd and 4th phase of the Landscape for Learning project. (This incudes installation of a new play structure, resurfacing the sport court, refurbishing a middle school lunch area, and adding outdoor instruction spaces including spaces for science, art and a school garden.)No$1,010,141

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$250,000-
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 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 public disclosure copy was provided and reviewed by the executive committee and audit committee chair prior to filing. In addition, the public disclosure copy was provided to the full board before filing.

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

All Board members are required to complete a disclosure statement regarding conflicts of interest. The conflict of interest policy is located on page 8 of the employee handbook. All employees are required to read and verify that they have read the employee handbook.

Form 990, Part VI, Section B, line 15

Head of School and other top administrative employees compensation packages are reviewed and compared to those in comparable schools. The Head of School's compensation is reviewed by members of the board. Other top administrative salaries are reviewed by the head of school and an ad hoc committee.

Form 990, Part VI, Section C, line 19

All governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Charles Armstrong School
EIN
94-1666217
Phone
6505920780
Address
1405 Solana Drive, Belmont, CA 94002

Signing Officer

Name
Jessica R Miller
Title
head of school
Phone
6505920780
Signed
2018-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica R Miller
Formed
1968
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
117
Volunteers
200

Preparer

Firm
Marcum LLP
Address
1 Montgomery Street Suite 1700, San Francisco, CA 94104
Preparer
Juliet Song
Phone
4154326200
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Bad debt losses -29,191.

Part XII, Line 2C

This process has not changed from prior years.

Financial Statement Notes

Part V, Line 4:

Permanently restricted (endowment) funds shall be invested with the objectives of safety of corpus, growth, and return and may be invested in any number of authorized investment tools that meet these objectives. The investment goal of these funds is to obtain a minimum total rate of return of equal to a comparable market index, while incurring no more risk than such an index. The funds will be held for the long term and the earnings used to support scholarships and programs in accordance with donor intent.

Part X, Line 2:

U.S. GAAP requires management to evaluate the tax positions taken and recognize a tax liability (or asset) if the School has taken an uncertain tax position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of June 30,2017, there are no uncertain tax positions taken or expected to be taken that would require recognition of a tax liability (or asset) or disclosure in the financial statements. The School is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management does not believe there is any unrelated business income.

Part XI, Line 2D - Other Adjustments:

Loss on Disposition of Assets 152,617. Broker fee/Gain Loss on stock sale 1,521.

Part XI, Line 4B - Other Adjustments:

financial aid to individuals 1,286,826. Expenses netted with revenue ON FINANCIAL STATEMENTS 231,578.

Part XII, Line 2D - Other Adjustments:

Loss on Disposition of Assets 152,617. Broker fee/Gain Loss on stock sale 1,521. bad debt losses 29,191.

Part XII, Line 4B - Other Adjustments:

financial aid to individuals 1,286,826. Expenses netted with revenue ON FINANCIAL STATEMENTS 231,578.

Raw XML AppendixShowing 400 of 790 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01147335
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01073672
IRS990/AccountsReceivableGrp/BOYAmt06123287
IRS990/AccountsReceivableGrp/EOYAmt03951357
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SPECIALIZED EDUCATION TO STUDENTS WITH SPECIFIC LANGUAGE DISABILITIES, MAINLY, DYSLEXIA.
IRS990/AdvertisingGrp/ProgramServicesAmt017041
IRS990/AdvertisingGrp/TotalAmt017041
IRS990/AllOtherContributionsAmt0954139
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Neil Tuch
IRS990/BooksInCareOfDetail/PhoneNum06505927570
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01405 Solana Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Belmont
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094002
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01498591
IRS990/CashNonInterestBearingGrp/EOYAmt03271286
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0328773
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0146899
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0475672
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt07845
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt013836
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0115657
IRS990/ConferencesMeetingsGrp/TotalAmt0137338
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt04750
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0958889
IRS990/CYGrantsAndSimilarPaidAmt01286826
IRS990/CYInvestmentIncomeAmt0139248
IRS990/CYOtherExpensesAmt01932048
IRS990/CYOtherRevenueAmt0141825
IRS990/CYProgramServiceRevenueAmt09919056
IRS990/CYRevenuesLessExpensesAmt0487880
IRS990/CYSalariesCompEmpBnftPaidAmt07452264
IRS990/CYTotalExpensesAmt010671138
IRS990/CYTotalFundraisingExpenseAmt0398539
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011159018
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt08031049
IRS990/DeferredRevenueGrp/EOYAmt08285681
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07064
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0482306
IRS990/DepreciationDepletionGrp/TotalAmt0489370
IRS990/Desc0SPECIAL EDUCATIONAL SERVICES FOR ABOUT 240 STUDENTS, GRADE 2-8, WITH SPECIFIC LANGUAGE DISABILITIES (SLD), primarily DYSLEXIA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0117
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09177191
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt073132
IRS990/FeesForServicesAccountingGrp/TotalAmt073132
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt031506
IRS990/FeesForServicesLegalGrp/TotalAmt031506
IRS990/FeesForServicesOtherGrp/FundraisingAmt0610
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt032709
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt063441
IRS990/FeesForServicesOtherGrp/TotalAmt096760
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt025304
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025304
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1618788
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2022692
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt219307
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2223197
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2322012
IRS990/Form990PartVIISectionAGrp/PersonNm0Clint Oram
IRS990/Form990PartVIISectionAGrp/PersonNm1AUDREY FOX
IRS990/Form990PartVIISectionAGrp/PersonNm2BETH SPRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm3Kerry Slattery
IRS990/Form990PartVIISectionAGrp/PersonNm4CHERI JAUNICH
IRS990/Form990PartVIISectionAGrp/PersonNm5sydney bernier
IRS990/Form990PartVIISectionAGrp/PersonNm6michael jamieson
IRS990/Form990PartVIISectionAGrp/PersonNm7Betsy Berman
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael Formolo
IRS990/Form990PartVIISectionAGrp/PersonNm9Grace Shanahan
IRS990/Form990PartVIISectionAGrp/PersonNm10Jenny Stein
IRS990/Form990PartVIISectionAGrp/PersonNm11Katie Storey
IRS990/Form990PartVIISectionAGrp/PersonNm12Brian Wood
IRS990/Form990PartVIISectionAGrp/PersonNm13Barbara Frome
IRS990/Form990PartVIISectionAGrp/PersonNm14Michael Huskins
IRS990/Form990PartVIISectionAGrp/PersonNm15Adolfo Riedel
IRS990/Form990PartVIISectionAGrp/PersonNm16JESSICA R MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm17Neil Tuch
IRS990/Form990PartVIISectionAGrp/PersonNm18Rick England
IRS990/Form990PartVIISectionAGrp/PersonNm19Susan Munn
IRS990/Form990PartVIISectionAGrp/PersonNm20Karen Kruger
IRS990/Form990PartVIISectionAGrp/PersonNm21Doug Killin
IRS990/Form990PartVIISectionAGrp/PersonNm22Cynthia Wolfe Funai
IRS990/Form990PartVIISectionAGrp/PersonNm23Rosa Lee Johansen
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16259258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1831561
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1940507
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20150322
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21110849
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22112691
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23105082
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6truSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14trusTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15truSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO from march 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt18Interim CFO (June-Sept'16)
IRS990/Form990PartVIISectionAGrp/TitleTxt19Interim cFO (6/16 - 5/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director of Teaching and Learning
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director of Middle School
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director of Development
IRS990/Form990PartVIISectionAGrp/TitleTxt23Literacy Instructional
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt04750
IRS990/FundraisingDirectExpensesAmt0133583
IRS990/FundraisingGrossIncomeAmt0118610
IRS990/GainOrLossGrp/OtherAmt0-152617
IRS990/GainOrLossGrp/SecuritiesAmt053752
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt012525
IRS990/GamingGrossIncomeAmt069237
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01286826
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01286826
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01286826
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0515600
IRS990/GrossReceiptsAmt011919591
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt013058
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016067
IRS990/InformationTechnologyGrp/ProgramServicesAmt0205724
IRS990/InformationTechnologyGrp/TotalAmt0234849
IRS990/InsuranceGrp/ManagementAndGeneralAmt047585
IRS990/InsuranceGrp/TotalAmt047585
IRS990/InvestmentIncomeGrp/ExclusionAmt0238113
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0238113
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010667320
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011698832
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03790951
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06381528
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07137999
IRS990/LandBldgEquipCostOrOtherBssAmt010928950
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0152617
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0461848
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Charles Armstrong School unlocks the unique potential of students with dyslexia and related learning differences, changing the trajectory of their lives.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016298741
IRS990/NetAssetsOrFundBalancesEOYAmt017520915
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-98865
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-98865
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-14973
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-14973
IRS990/NetIncomeFromGamingGrp/ExclusionAmt056712
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt056712
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0763485
IRS990/NoncashContributionsAmt051841
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04676
IRS990/OccupancyGrp/ManagementAndGeneralAmt011690
IRS990/OccupancyGrp/ProgramServicesAmt0217434
IRS990/OccupancyGrp/TotalAmt0233800
IRS990/OfficeExpensesGrp/FundraisingAmt038704
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080043
IRS990/OfficeExpensesGrp/ProgramServicesAmt0154053
IRS990/OfficeExpensesGrp/TotalAmt0272800
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0303073
IRS990/OtherAssetsTotalGrp/EOYAmt0140640
IRS990/OtherChangesInNetAssetsAmt0-29191
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt043370
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06607
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0715922
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0765899
IRS990/OtherExpensesGrp/Desc0Classroom materials
IRS990/OtherExpensesGrp/Desc1recruitment
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01194
IRS990/OtherExpensesGrp/ProgramServicesAmt0260036
IRS990/OtherExpensesGrp/ProgramServicesAmt16156
IRS990/OtherExpensesGrp/TotalAmt0260036
IRS990/OtherExpensesGrp/TotalAmt17350
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/BusinessCd1611600
IRS990/OtherRevenueMiscGrp/Desc0Other revenue
IRS990/OtherRevenueMiscGrp/Desc1change in net assets CHARLES ARMS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0109741
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-9655
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0109741
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-9655
IRS990/OtherRevenueTotalAmt0100086
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0252605
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0356851
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04856429
IRS990/OtherSalariesAndWagesGrp/TotalAmt05465885
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt020534
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt044956
IRS990/PayrollTaxesGrp/ProgramServicesAmt0398770
IRS990/PayrollTaxesGrp/TotalAmt0464260
IRS990/PensionPlanContributionsGrp/FundraisingAmt017020
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018091
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0245437
IRS990/PensionPlanContributionsGrp/TotalAmt0280548
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02193938
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02209538
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0125050
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt075950
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0164163
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt084729
IRS990/PrincipalOfficerNm0Jessica R Miller
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1Summer School

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.9$6.61$18.3$15.1$15.5$0.45
2023Detailed filing. Detailed filing data is available for this year.$29.7$12.2$17.5$14.7$14.9$0.26
2022Detailed filing. Detailed filing data is available for this year.$28.3$11.3$17.0$14.9$13.8$1.05
2021Detailed filing. Detailed filing data is available for this year.$29.8$11.4$18.4$12.6$13.7$1.07
2020Detailed filing. Detailed filing data is available for this year.$28.7$11.4$17.3$12.6$13.1$0.50
2019Detailed filing. Detailed filing data is available for this year.$27.8$9.91$17.9$12.2$12.6$0.42
2018Detailed filing. Detailed filing data is available for this year.$27.4$9.58$17.9$12.0$12.0$0.03
2017Detailed filing. Detailed filing data is available for this year.$26.9$9.36$17.5$11.2$10.7$0.49
2016Detailed filing. Detailed filing data is available for this year.$25.5$9.18$16.3$11.0$10.4$0.58
2015Detailed filing. Detailed filing data is available for this year.$19.2$3.45$15.8$11.5$10.1$1.43
2014Detailed filing. Detailed filing data is available for this year.$17.1$2.81$14.3$11.9$9.25$2.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$2.73$11.8$9.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$2.56$10.5$8.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$2.73$9.62$8.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$2.54$8.37$8.29