Civic Intelligence

Julia Morgan School for Girls

990 • Fiscal year 2014 • EIN 94-3285524

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 13, 2015

Organization ProfileWWW.JULIAMORGANSCHOOL.ORG

View Organization Page

5000 Macarthur Blvd Pmb 996694613

(510) 632-6000

Siviq Scores

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

Liabilities / Assets

66th percentile

0.39x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.47x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

80th percentile

$215,683

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$6,187,659

Up $196,353 (+3.3%) from 2013

Net Assets

Up

$3,804,402

Up $136,758 (+3.7%) from 2013

Liabilities

Up

$2,383,257

Up $59,595 (+2.6%) from 2013

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin45th percentile

Revenue

$5,044,502

No earlier filing loaded for comparison.

Expenses

Up

$4,983,118

Up $151,568 (+3.1%) from 2013

Net Income

$61,384

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$15M$10M$5.0M$0Assets 2011: $5,633,816Liabilities 2011: $1,926,509Net Assets 2011: $3,707,3072011Assets 2012: $5,791,265Liabilities 2012: $2,214,110Net Assets 2012: $3,577,1552012Assets 2013: $5,991,306Liabilities 2013: $2,323,662Net Assets 2013: $3,667,6442013Assets 2014: $6,187,659Liabilities 2014: $2,383,257Net Assets 2014: $3,804,4022014Assets 2015: $6,038,443Liabilities 2015: $2,164,644Net Assets 2015: $3,873,7992015Assets 2016: $5,788,293Liabilities 2016: $2,017,277Net Assets 2016: $3,771,0162016Assets 2017: $5,880,327Liabilities 2017: $2,054,814Net Assets 2017: $3,825,5132017Assets 2018: $6,337,113Liabilities 2018: $2,424,126Net Assets 2018: $3,912,9872018Assets 2019: $6,468,907Liabilities 2019: $2,500,261Net Assets 2019: $3,968,6462019Assets 2020: $6,490,919Liabilities 2020: $2,542,193Net Assets 2020: $3,948,7262020Assets 2021: $8,750,027Liabilities 2021: $4,197,608Net Assets 2021: $4,552,4192021Assets 2022: $8,236,271Liabilities 2022: $4,054,728Net Assets 2022: $4,181,5432022Assets 2023: $10,977,015Liabilities 2023: $6,434,075Net Assets 2023: $4,542,9402023Assets 2024: $11,409,258Liabilities 2024: $5,840,647Net Assets 2024: $5,568,6112024

Highlighted filing

2014

Assets$6,187,659
Liabilities$2,383,257
Net Assets$3,804,402
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,420,740Expenses 2011: $3,377,740Net Income 2011: $43,0002011Expenses 2012: $4,457,1482012Expenses 2013: $4,831,5502013Revenue 2014: $5,044,502Expenses 2014: $4,983,118Net Income 2014: $61,3842014Revenue 2015: $4,717,214Expenses 2015: $4,635,336Net Income 2015: $81,8782015Revenue 2016: $4,414,500Expenses 2016: $4,424,403Net Income 2016: -$9,9032016Revenue 2017: $4,092,055Expenses 2017: $4,086,845Net Income 2017: $5,2102017Revenue 2018: $4,319,203Expenses 2018: $4,285,586Net Income 2018: $33,6172018Revenue 2019: $4,439,591Expenses 2019: $4,465,593Net Income 2019: -$26,0022019Revenue 2020: $4,475,575Expenses 2020: $4,563,194Net Income 2020: -$87,6192020Revenue 2021: $5,853,335Expenses 2021: $5,072,586Net Income 2021: $780,7492021Revenue 2022: $5,110,169Expenses 2022: $5,134,009Net Income 2022: -$23,8402022Revenue 2023: $5,318,617Expenses 2023: $5,173,068Net Income 2023: $145,5492023Revenue 2024: $6,334,076Expenses 2024: $5,554,856Net Income 2024: $779,2202024

Highlighted filing

2014

Revenue$5,044,502
Expenses$4,983,118
Net Income$61,384
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 13, 2015
Return Version
2013v4.0
Gross Receipts
$5,481,524
Mission and Program Overview

Mission

The Julia Morgan School for Girls is dedicated to the intellectual, creative, social, and emotional growth of girls during their critical middle school years.

A middle school that prepares students to be confident, capable, creative, and compassionate women

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,344,418$3,524,286▲ $179,868
Land, Buildings, and Equipment, Net$1,636,315$1,530,787▼ $105,528
Investments in Publicly Traded Securities$670,933$901,806▲ $230,873
Cash and Non-Interest-Bearing Accounts$167,451$70,832▼ $96,619
Prepaid Expenses and Deferred Charges$89,799$67,815▼ $21,984
Accounts Receivable$1,426$5,152▲ $3,726
Pledges and Grants Receivable$5,241$500▼ $4,741
Total Assets$5,991,306$6,187,659▲ $196,353
Other Assets Total$75,723$86,481▲ $10,758
Liabilities
Deferred Revenue$2,162,489$2,143,338▼ $19,151
Accounts Payable and Accrued Expenses$161,173$239,919▲ $78,746
Total Liabilities$2,323,662$2,383,257▲ $59,595
Net Assets / Fund Balance
Unrestricted Net Assets$3,362,412$3,426,720▲ $64,308
Permanently Rstr Net Assets$268,005$297,019▲ $29,014
Temporarily Rstr Net Assets$37,227$80,663▲ $43,436
Total Net Assets Fund Balance$3,667,644$3,804,402▲ $136,758
Total Liabilities and Net Assets / Fund Balance$5,991,306$6,187,659▲ $196,353

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,478,684$976,511$2,455,195
Equipment$52,103$45,984$98,087

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$709,177$139,014▲ $119,214-$967,405
2012$399,594$247,118▲ $62,465-$709,177
2011$371,390$53,043▼ $24,839-$399,594
2010$185,824$185,566--$371,390
2009$112,398$73,426--$185,824
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra LunaHead of School, Ex Officio Board MemberFT$190,927$24,756$215,683
Sandra LunaHead of School, Ex Officio Board Mem-$190,927$24,756$215,683
Pam MaycroftDirector of FinanceFT$144,145$17,704$161,849
Marcia BedfordAsst. Head of SchoolFT$142,908$9,218$152,126

Board Members and Trustees

NameTitle
Debbie MitchellPresident
Jolie KrakauerVice President
Chanel Aleta JohnsonDirector
Jim RyderDirector
Mark FillingerDirector
Paul BrumbaumDirector
Rhonda NelsonDirector
Valerie LewisDirector
Vicki WongDirector
Darlene Bell-carsonSecretary
Paul SteckelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$257,460
Program Service Revenue
$4,689,041
Investment Income
$80,914
Other Revenue
$17,087
All Other Contributions
$257,460
Change in Net Assets
$61,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,045,652
Revenue Not Reported on Financial Statements
$-1,150
Revenue Not Reported on Form 990
$-978,661
Other Revenue Adjustments
$-1,150
Total Revenue per Audited Statements
$4,066,991
Total Revenue per Form 990
$5,044,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,866,622
Other Expenses$1,062,461
Grants and Similar Amounts Paid$1,054,035
Total Fundraising Expense$188,488
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,724,118$172,332$110,346$2,006,796
Grants to Domestic Individuals$1,054,035--$1,054,035
Occupancy$389,277$7,674$12,117$409,068
Current Officers, Directors, Trustees, and Key Employees$126,839$198,884$19,514$345,237
Information Technology$217,100$2,433$5,406$224,939
Other Employee Benefits$161,850$34,706$11,355$207,911
Payroll Taxes$132,935$28,426$9,273$170,634
Office Expenses$150,745$5,589$9,822$166,156
Depreciation Depletion$110,733$2,212$3,493$116,438
Pension Plan Contributions$85,909$18,421$6,027$110,357
Fees for Services Accounting-$27,353-$27,353
Comp Disqual Persons-$25,687-$25,687
Fees for Services Other$1,454$21,980$31$23,465
Insurance$19,600$358$565$20,523
Other Expenses$18,127$1,194$509$19,830
Advertising$12,951--$12,951
Travel$2,194$5$30$2,229
Fees for Services Legal-$2,180-$2,180
Total Functional Expenses$4,245,196$549,434$188,488$4,983,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,983,118
Total Expenses per Audited Statements$3,930,233
Expenses per Audited Statements$3,929,083
Expenses Not Reported on Financial Statements$1,054,035
Other Expense Adjustments$1,054,035
Expenses Not Reported on Form 990$1,150
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$9,425
Gaming Direct Expenses$1,150
Professional Fundraising Fees$0
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
Laurinda RothermelTRUSTEE'S SPOUSE: TRUSTEE-MARK FILLINGERPayrollreceived the Compensation as an Office Manager/registrar.No$25,687
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
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 11

“The director of finance reviews a draft of the 990, makes corrections and presents it to the head of school who reviews it and signs it. The final copy is distributed to all voting members of the board and is available for review by any other member of the board or public.”

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

“Board members sign a conflict of interest form annually that is administered by the governance committee and filed with the school. The governance committee is in charge of monitoring compliance with the policy.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board consulted compensation benchmark data from the national association of independent schools (nais), the california association of independent schools (cais), and the california independent school business officers association (cal-isboa) before determining the salary and benefits offered for the head of school. The full board approved the compensation package. This process was last completed in spring of 2011. The head of school monitors the benchmark salary and compensation data from cais and cal-isboa for the director of finance annually.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request during normal business hours.”

Filing and Contact Details

Filer

EIN
94-3285524
Phone
5106326000

Signing Officer

Name
Sandra Luna
Title
Head of School
Phone
5106326000
Signed
2015-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Luna
Formed
1997
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
47
Volunteers
50

Preparer

Preparer
Lynn Henley
Phone
9257902600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Form 990, part xii, line 2c: the process has not changed from prior year.”

Financial Statement Notes

PART V, LINE 4:

“Julia morgan school's endowment, the athena fund, provides tuition assistance to girls from low-income families and enables the school to achieve its mission to support a socio-economically diverse student and family community.”

PART X, LINE 2:

“The school has evaluated its current tax positions and has concluded that as of june 30, 2013, the school does not have any significant uncertain tax positions for which a reserve would be necessary.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Financial aid expense -1,054,035.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RAFFLE EXPENSES -1,150.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RAFFLE EXPENSES 1,150.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid expense 1,054,035.”

Raw XML AppendixShowing 400 of 616 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11HEAD OF SCHOOL, EX OFFICIO BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASST. HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt030
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt01150
IRS990/GamingGrossIncomeAmt09425
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01042625
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01054035
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01054035
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0435902
IRS990/GrossReceiptsAmt05481524
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05406
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02433
IRS990/InformationTechnologyGrp/ProgramServicesAmt0217100
IRS990/InformationTechnologyGrp/TotalAmt0224939
IRS990/InsuranceGrp/FundraisingAmt0565
IRS990/InsuranceGrp/ManagementAndGeneralAmt0358
IRS990/InsuranceGrp/ProgramServicesAmt019600
IRS990/InsuranceGrp/TotalAmt020523
IRS990/InvestmentIncomeGrp/ExclusionAmt080884
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080884
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0670933
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0901806
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01022495
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01636315
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01530787
IRS990/LandBldgEquipCostOrOtherBssAmt02553282
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0435872
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE JULIA MORGAN SCHOOL FOR GIRLS IS DEDICATED TO THE INTELLECTUAL, CREATIVE, SOCIAL, AND EMOTIONAL GROWTH OF GIRLS DURING THEIR CRITICAL MIDDLE SCHOOL YEARS.ITS MISSION IS TO PROVIDE EDUCATIONAL OPPORTUNITIES AND POSITIVE ROLE MODELS NOT FULLY AFFORDED GIRLS IN COEDUCATIONAL INSTITUTIONS. THE GOAL IS TO CREATE AN ARENA FOR ACADEMIC EXCELLENCE, CRITICAL THINKING, POSITIVE RISK TAKING, AND THE DEVELOPMENT OF INDIVIDUAL TALENTS. LEARNING EXTENDS BEYOND THE WALLS OF THE CLASSROOM INTO THE COMMUNITY TO FOSTER COMPASSION AND SOCIAL RESPONSIBILITY.THE JULIA MORGAN SCHOOL IS COMMITTED TO CREATING A SCHOOL COMMUNITY THAT REFLECTS THE REMARKABLE DIVERSITY OF THE EAST BAY. IN ADDITION, IT ASPIRES TO SERVE AS A RESOURCE ON GIRLS' EDUCATION FOR PUBLIC AND INDEPENDENT SCHOOL EDUCATORS.THE PRIMARY OBJECTIVE OF THE SCHOOL IS TO INSPIRE YOUNG WOMEN TO BE PASSIONATE, LIFELONG LEARNERS WHILE PREPARING THEM TO BE THE CONFIDENT, CAPABLE, CREATIVE, AND COMPASSIONATE WOMEN OF TOMORROW.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03667644
IRS990/NetAssetsOrFundBalancesEOYAmt03804402
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030
IRS990/NetIncomeFromGamingGrp/ExclusionAmt08275
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt08275
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt075374
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt012117
IRS990/OccupancyGrp/ManagementAndGeneralAmt07674
IRS990/OccupancyGrp/ProgramServicesAmt0389277
IRS990/OccupancyGrp/TotalAmt0409068
IRS990/OfficeExpensesGrp/FundraisingAmt09822
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05589
IRS990/OfficeExpensesGrp/ProgramServicesAmt0150745
IRS990/OfficeExpensesGrp/TotalAmt0166156
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt075723
IRS990/OtherAssetsTotalGrp/EOYAmt086481
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011355
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034706
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0161850
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0207911
IRS990/OtherExpensesGrp/Desc0FIELD TRIPS/ACTIVITIES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0509
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01194
IRS990/OtherExpensesGrp/ProgramServicesAmt037329
IRS990/OtherExpensesGrp/ProgramServicesAmt118127
IRS990/OtherExpensesGrp/TotalAmt037329
IRS990/OtherExpensesGrp/TotalAmt119830
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt08812
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08812
IRS990/OtherRevenueTotalAmt08812
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0110346
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0172332
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01724118
IRS990/OtherSalariesAndWagesGrp/TotalAmt02006796
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09273
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028426
IRS990/PayrollTaxesGrp/ProgramServicesAmt0132935
IRS990/PayrollTaxesGrp/TotalAmt0170634
IRS990/PensionPlanContributionsGrp/FundraisingAmt06027
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018421
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt085909
IRS990/PensionPlanContributionsGrp/TotalAmt0110357
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0268005
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0297019
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05241
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt089799
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt067815
IRS990/PrincipalOfficerNm0SANDRA LUNA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04622925
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt166116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04622925
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt166116
IRS990/ProgSrvcAccomActy2Grp/Desc0THE GIRLS SUMMER CAMP SERVED 96 GIRLS ENTERING 4TH, 5TH, AND 6TH GRADE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt031858
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04310
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt035845
IRS990/ProgSrvcAccomActy3Grp/Desc0THE AFTERSCHOOL STUDY HALL PROGRAM PROVIDED CARE AND QUIET STUDY SPACE FOR APPROXIMATELY 100 GIRLS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt024766
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07100
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt030271
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0211919
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0963000
IRS990/PYInvestmentIncomeAmt065566
IRS990/PYOtherExpensesAmt0950025
IRS990/PYOtherRevenueAmt032716
IRS990/PYProgramServiceRevenueAmt04608488
IRS990/PYRevenuesLessExpensesAmt087139
IRS990/PYSalariesCompEmpBnftPaidAmt02918525
IRS990/PYTotalExpensesAmt04831550
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04918689
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt061384
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04622925
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03344418
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03524286
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/BoardDesignatedBalanceEOYPct00.60960
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0709177
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0139014
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0967405
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0119214
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0399594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0247118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0709177
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062465
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0371390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt053043
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0399594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-24839
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0185824
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0185566
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0371390
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0112398
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt073426
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0185824
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt052103
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045984
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt098087
IRS990ScheduleD/ExpensesNotReportedAmt01150
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01054035
IRS990ScheduleD/ExpensesSubtotalAmt03929083
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01478684
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0976511
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02455195
IRS990ScheduleD/NetUnrealizedGainsInvstAmt075374
IRS990ScheduleD/OtherExpensesIncludedAmt01150
IRS990ScheduleD/OtherExpensesNotIncludedAmt01054035

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,187,659
Liabilities
$2,383,257
Net assets
$3,804,402
Revenue
$5,044,502
Expenses
$4,983,118
Net income
$61,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$5.84$5.57$6.33$5.55$0.78
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$6.43$4.54$5.32$5.17$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$4.05$4.18$5.11$5.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.75$4.20$4.55$5.85$5.07$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$2.54$3.95$4.48$4.56$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$2.50$3.97$4.44$4.47$0.03
2018Summary only. Only limited summary data is available for this year.$6.34$2.42$3.91$4.32$4.29$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$2.05$3.83$4.09$4.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$2.02$3.77$4.41$4.42$0.01
2015Summary only. Only limited summary data is available for this year.$6.04$2.16$3.87$4.72$4.64$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.19$2.38$3.80$5.04$4.98$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$2.32$3.67$4.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$2.21$3.58$4.46
2011Summary only. Only limited summary data is available for this year.$5.63$1.93$3.71$3.42$3.38$0.04