Civic Intelligence

Sierra Elementary & High School

990 • Fiscal year 2018 • EIN 94-2260465

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 01, 2019

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

66th percentile

0.22x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.37x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

36th percentile

-1.2%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$130,214

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

1.0%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$2,859,464

Up $561,576 (+24%) from 2017

Net Assets

Down

$2,225,986

Down $21,237 (-0.9%) from 2017

Liabilities

Up

$633,478

Up $582,813 (+1150%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin36th percentile

Revenue

Up

$1,729,896

Up $16,856 (+1.0%) from 2017

Expenses

Up

$1,751,133

Up $70,641 (+4.2%) from 2017

Net Income

Down

-$21,237

Down $53,785 (-165%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$2,859,464
Liabilities$633,478
Net Assets$2,225,986
Open 2018 Filing

Operations Trend

Revenue Growth42nd 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

2018

Revenue$1,729,896
Expenses$1,751,133
Net Income-$21,237
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 1, 2019
Return Version
2017v2.3
Gross Receipts
$1,730,595
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
Cash and Non-Interest-Bearing Accounts$1,152,370$1,705,190▲ $552,820
Savings and Temporary Cash Investments$1,026,397$1,027,126▲ $729
Land, Buildings, and Equipment, Net$82,114$64,939▼ $17,175
Accounts Receivable$27,989$53,986▲ $25,997
Prepaid Expenses and Deferred Charges$6,522$5,727▼ $795
Total Assets$2,297,888$2,859,464▲ $561,576
Other Assets Total$2,496$2,496→ $0
Liabilities
Other Liabilities$42,363$624,756▲ $582,393
Accounts Payable and Accrued Expenses$8,302$8,722▲ $420
Total Liabilities$50,665$633,478▲ $582,813
Net Assets / Fund Balance
Unrestricted Net Assets$2,247,223$2,225,986▼ $21,237
Total Net Assets Fund Balance$2,247,223$2,225,986▼ $21,237
Total Liabilities and Net Assets / Fund Balance$2,297,888$2,859,464▲ $561,576

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,839$109,890$122,729
Leasehold Improvements$27,557$79,119$106,676
Other Land Buildings$24,543$71,356$95,899
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn GrundtPrincipalFT$118,027$12,187$130,214
Sandra PrinceVice Prin/business MgrFT$105,115$20,158$125,273

Board Members and Trustees

NameTitle
Teri BerwickPresident/bd Member
Laura JensenBoard Member
Will HawkinsBoard Member
Don JensenCFO/board Member
Julie SpicklerSecretary/board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$1,729,765
Investment Income
$31
Other Revenue
$0
All Other Contributions
$100
Change in Net Assets
$-21,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,072,348
Other Expenses$678,785
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$697,954--$697,954
Occupancy$241,943$36,152-$278,095
Current Officers, Directors, Trustees, and Key Employees$63,134$146,439-$209,573
Advertising-$201,740-$201,740
Payroll Taxes$62,102$11,949-$74,051
Other Employee Benefits$52,756$10,151-$62,907
Insurance$26,555$5,109-$31,664
Information Technology$29,460--$29,460
Pension Plan Contributions$16,385$11,478-$27,863
Office Expenses$1,201$25,773-$26,974
Depreciation Depletion$16,483$4,843-$21,326
Fees for Services Other$8,365$1,714-$10,079
Fees for Services Accounting-$8,432-$8,432
Other Expenses$6,947$8,134-$6,947
All Other Expenses$5,554$101-$5,655
Total Functional Expenses$1,279,118$472,015$0$1,751,133
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
Prepaid Tuition$596,893
Profit Sharing Plan Payable$27,863
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
2019-02-01
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
Raw XML AppendixShowing 400 of 411 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/ReconcilationRevenueExpnssAmt0-21237
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01729796
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01026397
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01027126
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt012839
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0109890
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0122729
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt027557
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt079119
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0106676
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024543
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt071356
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt095899
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027863
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1596893
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PROFIT SHARING PLAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID TUITION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt064939
IRS990ScheduleD/TotalLiabilityAmt0624756
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/TotalAssetsBOYAmt02297888
IRS990/TotalAssetsEOYAmt02859464
IRS990/TotalAssetsGrp/BOYAmt02297888
IRS990/TotalAssetsGrp/EOYAmt02859464
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0100
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0472015
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01279118
IRS990/TotalFunctionalExpensesGrp/TotalAmt01751133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt050665
IRS990/TotalLiabilitiesEOYAmt0633478
IRS990/TotalLiabilitiesGrp/BOYAmt050665
IRS990/TotalLiabilitiesGrp/EOYAmt0633478
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02247223
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02225986
IRS990/TotalOtherCompensationAmt032345
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt07408
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt07408
IRS990/TotalProgramServiceExpensesAmt01279118
IRS990/TotalProgramServiceRevenueAmt01729765
IRS990/TotalReportableCompFromOrgAmt0223142
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01729796
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01729896
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02297888
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02859464
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02247223
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02225986
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERI BERWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04082474740
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-01
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/AtSubmissionCreationDeviceId061FFBE859973AE898F47220A461564E16A4DC060
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078B492F4B945A9FC00317C6997D0EDB086564CF2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.133.139.226
ReturnHeader/FilingSecurityInformation/IPDt02019-02-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:55:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942180068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOON & MANDELLA A C

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,859,464
Liabilities
$633,478
Net assets
$2,225,986
Revenue
$1,729,896
Expenses
$1,751,133
Net income
-$21,237
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