Civic Intelligence

Sierra Elementary & High School

990 • Fiscal year 2020 • EIN 94-2260465

Sep 01, 2019 to Aug 31, 2020 • Filed on Nov 30, 2020

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

62nd percentile

0.20x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.40x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$1,963,599

Down $327,859 (-14%) from 2019

Net Assets

Down

$1,570,642

Down $294,974 (-16%) from 2019

Liabilities

Down

$392,957

Down $32,885 (-7.7%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin12th percentile

Revenue

Down

$991,531

Down $340,293 (-26%) from 2019

Expenses

Down

$1,286,505

Down $405,689 (-24%) from 2019

Net Income

Up

-$294,974

Up $65,396 (+18%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2020

Assets$1,963,599
Liabilities$392,957
Net Assets$1,570,642
Open 2020 Filing

Operations Trend

Revenue Growth19th 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

2020

Revenue$991,531
Expenses$1,286,505
Net Income-$294,974
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Nov 30, 2020
Return Version
2019v5.1
Gross Receipts
$991,531
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$1,027,967$1,028,529▲ $562
Cash and Non-Interest-Bearing Accounts$1,176,459$847,117▼ $329,342
Accounts Receivable$32,581$48,125▲ $15,544
Land, Buildings, and Equipment, Net$46,171$32,093▼ $14,078
Prepaid Expenses and Deferred Charges$5,784$5,239▼ $545
Total Assets$2,291,458$1,963,599▼ $327,859
Other Assets Total$2,496$2,496→ $0
Liabilities
Other Liabilities$405,181$201,741▼ $203,440
Unsecured Notes Loans Payable-$186,800-
Accounts Payable and Accrued Expenses$20,661$4,416▼ $16,245
Total Liabilities$425,842$392,957▼ $32,885
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,865,616$1,570,642▼ $294,974
Total Net Assets Fund Balance$1,865,616$1,570,642▼ $294,974
Total Liabilities and Net Assets / Fund Balance$2,291,458$1,963,599▼ $327,859

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,634$117,998$119,632
Leasehold Improvements$17,482$87,545$105,027
Other Land Buildings$12,977$52,235$65,212
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra PrinceVice Prin/business MgrFT$110,805$22,087$132,892
Stefanie HooverPrincipalFT$50,613$10,774$61,387
Sean JoycePrior PrincipalFT$32,500-$32,500
Don JensenInterim PrincipalFT$21,600-$21,600

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
$1,100
Program Service Revenue
$989,868
Investment Income
$563
Other Revenue
$0
All Other Contributions
$1,100
Change in Net Assets
$-294,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$845,842
Other Expenses$440,663
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$490,382--$490,382
Occupancy$198,912$29,722-$228,634
Current Officers, Directors, Trustees, and Key Employees-$216,105-$216,105
Advertising-$99,659-$99,659
Payroll Taxes$38,808$17,102-$55,910
Other Employee Benefits$34,053$10,749-$44,802
Pension Plan Contributions$17,033$21,610-$38,643
Insurance$15,697$6,918-$22,615
Office Expenses$1,335$16,910-$18,245
Depreciation Depletion$12,464$1,614-$14,078
Fees for Services Accounting-$10,353-$10,353
Fees for Services Other$5,225$2,412-$7,637
Information Technology$6,499--$6,499
Other Expenses$3,138$6,706-$3,138
All Other Expenses$2,207--$2,207
Total Functional Expenses$846,645$439,860$0$1,286,505
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$163,097
Profit Sharing Plan Payable$38,644
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Officer/board members don jensen and laura jensen are husband & wife.”

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
2020-11-30
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
28
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 425 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/ProgramServiceRevenueGrp/TotalRevenueColumnAmt132675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33954
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43747
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0129
IRS990/PYOtherExpensesAmt0636415
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01331695
IRS990/PYRevenuesLessExpensesAmt0-360370
IRS990/PYSalariesCompEmpBnftPaidAmt01055779
IRS990/PYTotalExpensesAmt01692194
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01331824
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-294974
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0990431
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01027967
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01028529
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01634
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0117998
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0119632
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt017482
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt087545
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0105027
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012977
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt052235
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt065212
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038644
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1163097
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PROFIT SHARING PLAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID TUITION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032093
IRS990ScheduleD/TotalLiabilityAmt0201741
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/ExplanationTxt0OFFICER/BOARD MEMBERS DON JENSEN AND LAURA JENSEN ARE HUSBAND & WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A MONTHLY MEETING PRIOR TO THE RETURN BEING SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT 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/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS SALARY COMPARISONS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02291458
IRS990/TotalAssetsEOYAmt01963599
IRS990/TotalAssetsGrp/BOYAmt02291458
IRS990/TotalAssetsGrp/EOYAmt01963599
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01100
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0439860
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0846645
IRS990/TotalFunctionalExpensesGrp/TotalAmt01286505
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0425842
IRS990/TotalLiabilitiesEOYAmt0392957
IRS990/TotalLiabilitiesGrp/BOYAmt0425842
IRS990/TotalLiabilitiesGrp/EOYAmt0392957
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01865616
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01570642
IRS990/TotalOtherCompensationAmt032861
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0-23419
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0-23419
IRS990/TotalProgramServiceExpensesAmt0846645
IRS990/TotalProgramServiceRevenueAmt0989868
IRS990/TotalReportableCompFromOrgAmt0215518
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0990431
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0991531
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02291458
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01963599
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0186800
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERI BERWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04082474740
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA ELEMENTARY & HIGH SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0942260465

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,963,599
Liabilities
$392,957
Net assets
$1,570,642
Revenue
$991,531
Expenses
$1,286,505
Net income
-$294,974
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