Civic Intelligence

Crestmont School Inc.

990 • Fiscal year 2019 • EIN 94-1724056

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 21, 2020

Organization ProfileWWW.CRESTMONTSCHOOL.ORG
6226 Arlington BlvdRichmond, CA 94805

(510) 237-4164

Siviq Scores

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

Liabilities / Assets

81st percentile

0.48x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.18x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

67th percentile

$97,559

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-0.3%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$584,376

Down $2,275 (-0.4%) from 2018

Net Assets

Up

$301,149

Up $23,997 (+8.7%) from 2018

Liabilities

Down

$283,227

Down $26,272 (-8.5%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin44th percentile

Revenue

Down

$1,567,651

Down $4,405 (-0.3%) from 2018

Expenses

Up

$1,545,534

Up $58,374 (+3.9%) from 2018

Net Income

Down

$22,117

Down $62,779 (-74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $442,903Liabilities 2010: $249,072Net Assets 2010: $193,8312010Assets 2011: $427,431Liabilities 2011: $251,438Net Assets 2011: $175,9932011Assets 2012: $366,198Liabilities 2012: $265,969Net Assets 2012: $100,2292012Assets 2013: $418,480Liabilities 2013: $300,604Net Assets 2013: $117,8762013Assets 2014: $444,855Liabilities 2014: $299,928Net Assets 2014: $144,9272014Assets 2015: $507,809Liabilities 2015: $309,625Net Assets 2015: $198,1842015Assets 2016: $518,831Liabilities 2016: $351,397Net Assets 2016: $167,4342016Assets 2017: $503,419Liabilities 2017: $312,512Net Assets 2017: $190,9072017Assets 2018: $586,651Liabilities 2018: $309,499Net Assets 2018: $277,1522018Assets 2019: $584,376Liabilities 2019: $283,227Net Assets 2019: $301,1492019Assets 2020: $800,051Liabilities 2020: $430,632Net Assets 2020: $369,4192020Assets 2021: $851,476Liabilities 2021: $508,717Net Assets 2021: $342,7592021Assets 2022: $1,389,055Liabilities 2022: $780,035Net Assets 2022: $609,0202022Assets 2023: $806,573Liabilities 2023: $233,362Net Assets 2023: $573,2112023Assets 2024: $708,094Liabilities 2024: $219,174Net Assets 2024: $488,9202024

Highlighted filing

2019

Assets$584,376
Liabilities$283,227
Net Assets$301,149
Open 2019 Filing

Operations Trend

Revenue Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $604,1742010Revenue 2011: $617,555Expenses 2011: $635,086Net Income 2011: -$17,5312011Expenses 2012: $656,2632012Expenses 2013: $655,5332013Revenue 2014: $777,501Expenses 2014: $751,670Net Income 2014: $25,8312014Revenue 2015: $896,953Expenses 2015: $846,360Net Income 2015: $50,5932015Revenue 2016: $930,868Expenses 2016: $965,195Net Income 2016: -$34,3272016Revenue 2017: $1,301,329Expenses 2017: $1,343,166Net Income 2017: -$41,8372017Revenue 2018: $1,572,056Expenses 2018: $1,487,160Net Income 2018: $84,8962018Revenue 2019: $1,567,651Expenses 2019: $1,545,534Net Income 2019: $22,1172019Revenue 2020: $1,622,757Expenses 2020: $1,510,617Net Income 2020: $112,1402020Revenue 2021: $1,628,943Expenses 2021: $1,587,965Net Income 2021: $40,9782021Revenue 2022: $1,776,052Expenses 2022: $1,504,638Net Income 2022: $271,4142022Revenue 2023: $1,463,391Expenses 2023: $1,487,096Net Income 2023: -$23,7052023Revenue 2024: $1,428,202Expenses 2024: $1,507,694Net Income 2024: -$79,4922024

Highlighted filing

2019

Revenue$1,567,651
Expenses$1,545,534
Net Income$22,117
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 21, 2020
Return Version
2018v3.1
Gross Receipts
$1,573,985
Mission and Program Overview

Mission

To inspire children to be changemakers by cultivating a learning environment where students become critical and creative thinkers, skillful collaborators, and courageous, compassionate citizens.

To inspire children to be changemakers through a cultivating learning environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$263,036$283,343▲ $20,307
Accounts Receivable$67,889$136,385▲ $68,496
Land, Buildings, and Equipment, Net$96,616$89,239▼ $7,377
Cash and Non-Interest-Bearing Accounts$153,586$71,600▼ $81,986
Prepaid Expenses and Deferred Charges$4,580$3,809▼ $771
Total Assets$586,651$584,376▼ $2,275
Other Assets Total$944$0▼ $944
Liabilities
Deferred Revenue$283,845$266,518▼ $17,327
Accounts Payable and Accrued Expenses$25,654$13,909▼ $11,745
Other Liabilities$0$2,800▲ $2,800
Total Liabilities$309,499$283,227▼ $26,272
Net Assets / Fund Balance
Unrestricted Net Assets$233,557$248,557▲ $15,000
Temporarily Rstr Net Assets$43,595$52,592▲ $8,997
Total Net Assets Fund Balance$277,152$301,149▲ $23,997
Total Liabilities and Net Assets / Fund Balance$586,651$584,376▼ $2,275

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$32,464$160,141$192,605
Other Land Buildings$56,775-$56,775
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dianne DriscollExecutive DirectorFT$95,079$2,480$97,559
Shakira KingFinance DirectorFT$77,935-$77,935
Meilan Carter-gilkeyAdmissionsPT$1,662-$1,662
Jennifer BellFinancePT$1,662-$1,662

Board Members and Trustees

NameTitle
Marco BarozPresident
Ryan GatesVice President
Darcy DowlingMaintenance
HEATHER AREN'TMembership
Tianna HazardMembership
David ZimringSecretary
Emily LeschSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$47,750
Program Service Revenue
$1,503,649
Investment Income
$241
Other Revenue
$16,011
All Other Contributions
$476
Change in Net Assets
$22,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,003,344
Other Expenses$273,572
Grants and Similar Amounts Paid$268,618
Total Fundraising Expense$843
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$686,830--$686,830
Grants to Domestic Individuals$268,418--$268,418
Current Officers, Directors, Trustees, and Key Employees$47,944$127,387-$175,331
Occupancy$104,775$11,615-$116,390
Payroll Taxes$65,294$11,614-$76,908
Other Employee Benefits$53,647$10,628-$64,275
Fees for Services Other$51,869--$51,869
Insurance$9,224$8,599-$17,823
Office Expenses$3,604$11,152-$14,756
Depreciation Depletion$10,960--$10,960
Fees for Services Accounting-$6,593-$6,593
Information Technology$2,157$3,385-$5,542
Conferences and Meetings$89$3,325-$3,414
Fees for Services Legal-$2,600-$2,600
Advertising$2,112--$2,112
Other Expenses$1,149--$1,149
All Other Expenses--$843$843
Grants to Domestic Orgs$200--$200
Total Functional Expenses$1,347,793$196,898$843$1,545,534
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,187
Fundraising Direct Expenses$3,550
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Online Auction$7,398---
Total Events$7,398---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employee Benefits Payable$2,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 A, Line 2

“Co-secretaries david zimring and emily lesch are married.”

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

“A copy of form 990 is provided to the board of directors for approval prior to filing.”

Form 990, Part VI, Section B, Line 15

“The compensation committee determines officer compensation subsequent to the establishment of the school year's tuition rate. The compensation committee consists of the head of school, president, finance chair, and the finance and human resource director.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are avaiable to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Crestmont School
EIN
94-1724056
Phone
5102374164
Address
6226 ARLINGTON BLVD, RICHMOND, CA 94805

Signing Officer

Name
Shakira King
Title
Finance Director
Phone
5102374164
Signed
2020-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marco Baroz
Formed
1975
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
7
Employees
46
Volunteers
90

Preparer

Firm
Boman Accounting Group Inc
Address
20 UNION AVENUE, CAMPBELL, CA 95008
Preparer
Lynda R Boman CPA
Phone
4088662004
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Bad debts (unpaid tuition and fees) -741.”

Raw XML AppendixShowing 400 of 468 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/Desc0CRESTMONT SCHOOL IS A COOPERATIVE K-8 ELEMENTARY SCHOOL LOCATED IN THE SCENIC HILLS OF RICHMOND, CALIFORNIA. IT WAS FOUNDED IN 1969 WITH THE GOAL OF CREATING AN ENVIRONMENT THAT ENCOURAGES CURIOSITY, CRITICAL THINKING, COMMUNITY SPIRIT, AND ACADEMIC EXCELLENCE FOR CHILDREN OF ALL BACKGROUNDS. CRESTMONT SCHOOL IS A MEMBER OF THE EAST BAY INDEPENDENT SCHOOLS ASSOCIATION (EBISA)CRESTMONT HAS FIVE CLASSES: KINDERGARTEN, FIRST GRADE, SECOND/THIRD GRADES, AND FOURTH/FIFTH GRADES. EACH CLASS HAS A CREDENTIALED LEAD TEACHER AND AN AIDE. WE HAVE FOUR SPECIALTY TEACHERS IN THE FOLLOWING AREAS: SCIENCE, MUSIC, PHYSICAL EDUCATION, AND SPANISH, AS WELL AS A PART-TIME LEARNING SPECIALIST.IN 2017-18 CRESTMONT EXPANDED TO A K-6 GRADE WITH PLANS TO EXPAND TO A FULL MIDDLE SCHOOL BY THE START OF THE 19-20 SCHOOL YEAR BY OFFERING GRADES K-8. CRESTMONT CURRENTLY HAS APPROXIMATELY 80 STUDENTS. WE OFFER 18-20% FINANCIAL AID TO 40% OF OUR FAMILIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5MAINTENANCE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9FINANCE DIRECTOR
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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INSPIRE CHILDREN TO BE CHANGEMAKERS BY CULTIVATING A LEARNING ENVIRONMENT WHERE STUDENTS BECOME CRITICAL AND CREATIVE THINKERS, SKILLFUL COLLABORATORS, AND COURAGEOUS, COMPASSIONATE CITIZENS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0277152
IRS990/NetAssetsOrFundBalancesEOYAmt0301149
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013637
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013637
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0323
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0323
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011615
IRS990/OccupancyGrp/ProgramServicesAmt0104775
IRS990/OccupancyGrp/TotalAmt0116390
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011152
IRS990/OfficeExpensesGrp/ProgramServicesAmt03604
IRS990/OfficeExpensesGrp/TotalAmt014756
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0944
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-741
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010628
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt053647
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064275
IRS990/OtherExpensesGrp/Desc0SCHOOL PROGRAMS AND EVE
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc2SPECIALTY PROGRAM MATER
IRS990/OtherExpensesGrp/Desc3ADMISSIONS EXPENSE
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IRS990/OtherExpensesGrp/ProgramServicesAmt114299
IRS990/OtherExpensesGrp/ProgramServicesAmt22494
IRS990/OtherExpensesGrp/ProgramServicesAmt31149
IRS990/OtherExpensesGrp/TotalAmt022728
IRS990/OtherExpensesGrp/TotalAmt114299
IRS990/OtherExpensesGrp/TotalAmt22494
IRS990/OtherExpensesGrp/TotalAmt31149
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt02800
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0FLEA MARKET INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02051
IRS990/OtherRevenueTotalAmt02051
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0686830
IRS990/OtherSalariesAndWagesGrp/TotalAmt0686830
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011614
IRS990/PayrollTaxesGrp/ProgramServicesAmt065294
IRS990/PayrollTaxesGrp/TotalAmt076908
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04580
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03809
IRS990/PrincipalOfficerNm0MARCO BAROZ
IRS990/PriorPeriodAdjustmentsAmt02621
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0ACADEMIC PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01503649
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01503649
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0160964
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0212147
IRS990/PYInvestmentIncomeAmt0-997
IRS990/PYOtherExpensesAmt0322045
IRS990/PYOtherRevenueAmt014753
IRS990/PYProgramServiceRevenueAmt01397336
IRS990/PYRevenuesLessExpensesAmt084896
IRS990/PYSalariesCompEmpBnftPaidAmt0952968
IRS990/PYTotalExpensesAmt01487160
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01572056
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt022117
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01503649
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0263036
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0283343
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt032464
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0160141
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0192605
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt056775
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt056775
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYEE BENEFITS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt089239
IRS990ScheduleD/TotalLiabilityAmt02800
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED IN LOCAL NEWSPAPERS AND INCLUDED IN ALL ENROLLMENT BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt07398
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07398
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ONLINE AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07398
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0268418
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FINANCIAL AID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt037
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FAMILIES FILE ALL OF THE DOCUMENTATION REQUIRED FOR FINANCIAL AID THROUGH SSSBYNAIS (SCHOOL AND STUDENT SERVICES) AN ONLINE PROGRAM THAT ASKS FOR THE FAMILIES RECENT TAX RETURN AND W-2 FORMS. THIS INFORMATION IS THEN TAKEN AND COMPILED BY SSS AND PROVIDE OUR SCHOOL A RECOMMENDATION OF AFFORDABILITY BASED ON PROVIDED INFORMATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CO-SECRETARIES DAVID ZIMRING AND EMILY LESCH ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION COMMITTEE DETERMINES OFFICER COMPENSATION SUBSEQUENT TO THE ESTABLISHMENT OF THE SCHOOL YEAR'S TUITION RATE. THE COMPENSATION COMMITTEE CONSISTS OF THE HEAD OF SCHOOL, PRESIDENT, FINANCE CHAIR, AND THE FINANCE AND HUMAN RESOURCE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAIABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BAD DEBTS (UNPAID TUITION AND FEES) -741.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt043595
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt052592
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0586651
IRS990/TotalAssetsEOYAmt0584376
IRS990/TotalAssetsGrp/BOYAmt0586651
IRS990/TotalAssetsGrp/EOYAmt0584376
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt047750
IRS990/TotalEmployeeCnt046
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0843
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0196898
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01347793
IRS990/TotalFunctionalExpensesGrp/TotalAmt01545534

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$584,376
Liabilities
$283,227
Net assets
$301,149
Revenue
$1,567,651
Expenses
$1,545,534
Net income
$22,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.22$0.49$1.43$1.51$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.23$0.57$1.46$1.49$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.78$0.61$1.78$1.50$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.51$0.34$1.63$1.59$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.43$0.37$1.62$1.51$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.28$0.30$1.57$1.55$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.31$0.28$1.57$1.49$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.31$0.19$1.30$1.34$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.35$0.17$0.93$0.97$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.31$0.20$0.90$0.85$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.30$0.14$0.78$0.75$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.30$0.12$0.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.27$0.10$0.66
2011Summary only. Only limited summary data is available for this year.$0.43$0.25$0.18$0.62$0.64$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.25$0.19$0.60