Civic Intelligence

Sierra Elementary & High School

990 • Fiscal year 2017 • EIN 94-2260465

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 21, 2017

Organization ProfileWWW.SIERRASCHOOL.COM

View Organization Page

220 B Blake AvenueSanta Clara, CA 95051

(408) 247-4740

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-5.7%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,297,888

Up $28,277 (+1.2%) from 2016

Net Assets

Up

$2,247,223

Up $32,548 (+1.5%) from 2016

Liabilities

Down

$50,665

Down $4,271 (-7.8%) from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin46th percentile

Revenue

Down

$1,713,040

Down $104,248 (-5.7%) from 2016

Expenses

Down

$1,680,492

Down $136,992 (-7.5%) from 2016

Net Income

Up

$32,548

Up $32,744 (+16706%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,522,125Liabilities 2011: $48,315Net Assets 2011: $1,473,8102011Assets 2012: $1,599,047Liabilities 2012: $93,958Net Assets 2012: $1,505,0892012Assets 2013: $1,756,950Liabilities 2013: $61,932Net Assets 2013: $1,695,0182013Assets 2014: $1,937,037Liabilities 2014: $56,826Net Assets 2014: $1,880,2112014Assets 2015: $2,290,226Liabilities 2015: $75,355Net Assets 2015: $2,214,8712015Assets 2016: $2,269,611Liabilities 2016: $54,936Net Assets 2016: $2,214,6752016Assets 2017: $2,297,888Liabilities 2017: $50,665Net Assets 2017: $2,247,2232017Assets 2018: $2,859,464Liabilities 2018: $633,478Net Assets 2018: $2,225,9862018Assets 2019: $2,291,458Liabilities 2019: $425,842Net Assets 2019: $1,865,6162019Assets 2020: $1,963,599Liabilities 2020: $392,957Net Assets 2020: $1,570,6422020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$2,297,888
Liabilities$50,665
Net Assets$2,247,223
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,340,077Expenses 2011: $1,291,923Net Income 2011: $48,1542011Revenue 2012: $1,380,371Expenses 2012: $1,349,092Net Income 2012: $31,2792012Revenue 2013: $1,692,242Expenses 2013: $1,502,313Net Income 2013: $189,9292013Revenue 2014: $1,809,170Expenses 2014: $1,623,548Net Income 2014: $185,6222014Revenue 2015: $2,061,914Expenses 2015: $1,727,254Net Income 2015: $334,6602015Revenue 2016: $1,817,288Expenses 2016: $1,817,484Net Income 2016: -$1962016Revenue 2017: $1,713,040Expenses 2017: $1,680,492Net Income 2017: $32,5482017Revenue 2018: $1,729,896Expenses 2018: $1,751,133Net Income 2018: -$21,2372018Revenue 2019: $1,331,824Expenses 2019: $1,692,194Net Income 2019: -$360,3702019Revenue 2020: $991,531Expenses 2020: $1,286,505Net Income 2020: -$294,9742020Revenue 2021: $679,333Expenses 2021: $2,249,975Net Income 2021: -$1,570,6422021

Highlighted filing

2017

Revenue$1,713,040
Expenses$1,680,492
Net Income$32,548
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 21, 2017
Return Version
2016v3.0
Gross Receipts
$1,713,040
Mission and Program Overview

Mission

To provide an educational environment that fosters the development of each student's academic potential to the fullest; supports each student's creativity, uniqueness, and individuality; and empowers each student to use his or her knowledge and personal integrity to make the world a better place for all.

Provide education to elementary and high school grade children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,119,180$2,178,267▲ $59,087
Land, Buildings, and Equipment, Net$110,500$82,114▼ $28,386
Accounts Receivable$29,985$27,989▼ $1,996
Prepaid Expenses and Deferred Charges$6,950$6,522▼ $428
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$2,269,611$2,297,888▲ $28,277
Other Assets Total$2,496$2,496→ $0
Liabilities
Other Liabilities$35,199$42,363▲ $7,164
Accounts Payable and Accrued Expenses$19,737$8,302▼ $11,435
Total Liabilities$54,936$50,665▼ $4,271
Net Assets / Fund Balance
Unrestricted Net Assets$2,214,675$2,247,223▲ $32,548
Total Net Assets Fund Balance$2,214,675$2,247,223▲ $32,548
Total Liabilities and Net Assets / Fund Balance$2,269,611$2,297,888▲ $28,277

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,492$107,361$126,853
Other Land Buildings$29,274$81,159$110,433
Leasehold Improvements$33,348$73,328$106,676
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn GrundtVice PrincipalFT$112,484$11,606$124,090
Sandra PrinceVice Prin/business MgrFT$100,939$10,361$111,300

Board Members and Trustees

NameTitle
Teri BerwickPresident/bd Member
Don JensenBoard Member
Julie SpicklerBoard Member
Laura JensenBoard Member
Will HawkinsBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,712,245
Investment Income
$795
Other Revenue
$0
Change in Net Assets
$32,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,107,703
Other Expenses$572,789
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$684,161--$684,161
Current Officers, Directors, Trustees, and Key Employees$77,295$170,035-$247,330
Occupancy$195,708$29,244-$224,952
Advertising-$155,572-$155,572
Payroll Taxes$63,801$14,247-$78,048
Other Employee Benefits$45,615$10,186-$55,801
Pension Plan Contributions$28,126$14,237-$42,363
Insurance$29,942$6,686-$36,628
Depreciation Depletion$22,610$6,358-$28,968
Office Expenses$991$24,004-$24,995
Fees for Services Accounting-$8,341-$8,341
Fees for Services Other$6,486$1,449-$7,935
Other Expenses$6,380$22,076-$6,380
All Other Expenses$4,290$326-$4,616
Information Technology$607--$607
Total Functional Expenses$1,217,731$462,761$0$1,680,492
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
Profit Sharing Plan Payable$42,363
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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 board of directors at a monthly meeting prior to the return being signed.”

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

“Conflict of interest disclosure statements are completed annually by board members, officers and key employees. If any conflicts arise, they would be reviewed by the board of directors and appropriate action taken.”

Form 990, Part VI, Section B, Line 15

“The board of directors reviews salary comparisons and approves compensation for the executive director, officers and key employees.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Sierra Elementary & High School
EIN
94-2260465
Phone
4082474740
Address
220 B BLAKE AVENUE, SANTA CLARA, CA 95051

Signing Officer

Name
Teri Berwick
Title
President
Phone
4082474740
Signed
2017-12-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teri Berwick
Formed
1985
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
35
Volunteers
0

Preparer

Firm
Moon & Mandella a C
Address
1 FIRST STREET SUITE 10, LOS ALTOS, CA 94022
Preparer
Roger E Stroud
Phone
6508571284
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0126853
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt033348
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt073328
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0106676
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt029274
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt081159
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0110433
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PROFIT SHARING PLAN PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt082114
IRS990ScheduleD/TotalLiabilityAmt042363
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/ExplanationTxt0SAN JOSE MERCURY NEWSPAPER
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A MONTHLY MEETING PRIOR TO THE RETURN BEING SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE COMPLETED ANNUALLY BY BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES. IF ANY CONFLICTS ARISE, THEY WOULD BE REVIEWED BY THE BOARD OF DIRECTORS AND APPROPRIATE ACTION TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS SALARY COMPARISONS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02269611
IRS990/TotalAssetsEOYAmt02297888
IRS990/TotalAssetsGrp/BOYAmt02269611
IRS990/TotalAssetsGrp/EOYAmt02297888
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0462761
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01217731
IRS990/TotalFunctionalExpensesGrp/TotalAmt01680492
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054936
IRS990/TotalLiabilitiesEOYAmt050665
IRS990/TotalLiabilitiesGrp/BOYAmt054936
IRS990/TotalLiabilitiesGrp/EOYAmt050665
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02214675
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02247223
IRS990/TotalOtherCompensationAmt021967
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt04611
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt04611
IRS990/TotalProgramServiceExpensesAmt01217731
IRS990/TotalProgramServiceRevenueAmt01712245
IRS990/TotalReportableCompFromOrgAmt0213423
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01713040
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01713040
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02269611
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02297888
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02214675
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02247223
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0220 B BLAKE AVENUE
IRS990/USAddress/CityNm0SANTA CLARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095051
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SIERRASCHOOL.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERI BERWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04082474740
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA ELEMENTARY & HIGH SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0942260465
ReturnHeader/Filer/PhoneNum04082474740
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 B BLAKE AVENUE
ReturnHeader/Filer/USAddress/CityNm0SANTA CLARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095051
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C6030D00CFBCD3D586AAE2178F56BF400CCD0CF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A8624ED35F187B37D593762FB4A13D6193CB56FC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.133.139.226
ReturnHeader/FilingSecurityInformation/IPDt02017-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:25:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942180068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOON & MANDELLA A C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 FIRST STREET SUITE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALTOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094022
ReturnHeader/PreparerPersonGrp/PhoneNum06508571284
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER E STROUD
ReturnHeader/ReturnTs02018-01-08T18:55:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,297,888
Liabilities
$50,665
Net assets
$2,247,223
Revenue
$1,713,040
Expenses
$1,680,492
Net income
$32,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.68$2.25$1.57
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.39$1.57$0.99$1.29$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.43$1.87$1.33$1.69$0.36
2018Detailed filing. Detailed filing data is available for this year.$2.86$0.63$2.23$1.73$1.75$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.30$0.05$2.25$1.71$1.68$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.05$2.21$1.82$1.82$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.08$2.21$2.06$1.73$0.33
2014Summary only. Only limited summary data is available for this year.$1.94$0.06$1.88$1.81$1.62$0.19
2013Summary only. Only limited summary data is available for this year.$1.76$0.06$1.70$1.69$1.50$0.19
2012Summary only. Only limited summary data is available for this year.$1.60$0.09$1.51$1.38$1.35$0.03
2011Summary only. Only limited summary data is available for this year.$1.52$0.05$1.47$1.34$1.29$0.05