Civic Intelligence

The Institute for Effective Education

990 • Fiscal year 2012 • EIN 95-2773236

Sep 01, 2011 to Aug 31, 2012 • Filed on Jul 11, 2013

Organization Profilewww.TIEE.org

View Organization Page

2255 Camino Del Rio South92108
Siviq Scores

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

Liabilities / Assets

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

59th percentile

4.5%

Faster asset growth than 59% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$16,886,008

Up $721,261 (+4.5%) from 2011

Net Assets

Up

$16,279,895

Up $684,164 (+4.4%) from 2011

Liabilities

Up

$606,113

Up $37,097 (+6.5%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,210,490

Down $452,424 (-4.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$40M$30M$20M$10M$0Assets 2011: $16,164,747Liabilities 2011: $569,016Net Assets 2011: $15,595,7312011Assets 2012: $16,886,008Liabilities 2012: $606,113Net Assets 2012: $16,279,8952012Assets 2013: $18,204,816Liabilities 2013: $732,195Net Assets 2013: $17,472,6212013Assets 2014: $19,064,848Liabilities 2014: $747,658Net Assets 2014: $18,317,1902014Assets 2015: $20,708,830Liabilities 2015: $1,193,269Net Assets 2015: $19,515,5612015Assets 2016: $21,852,159Liabilities 2016: $889,776Net Assets 2016: $20,962,3832016Assets 2017: $23,683,889Liabilities 2017: $787,153Net Assets 2017: $22,896,7362017Assets 2018: $25,704,918Liabilities 2018: $1,310,402Net Assets 2018: $24,394,5162018Assets 2019: $26,411,938Liabilities 2019: $841,674Net Assets 2019: $25,570,2642019Assets 2020: $28,285,426Liabilities 2020: $746,954Net Assets 2020: $27,538,4722020Assets 2021: $31,029,793Liabilities 2021: $1,149,577Net Assets 2021: $29,880,2162021Assets 2022: $28,974,081Liabilities 2022: $717,066Net Assets 2022: $28,257,0152022Assets 2023: $32,533,388Liabilities 2023: $3,946,163Net Assets 2023: $28,587,2252023Assets 2024: $34,089,585Liabilities 2024: $3,737,519Net Assets 2024: $30,352,0662024

Highlighted filing

2012

Assets$16,886,008
Liabilities$606,113
Net Assets$16,279,895
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $9,662,9142011Expenses 2012: $9,210,4902012Expenses 2013: $8,725,6682013Revenue 2014: $10,152,191Expenses 2014: $9,307,622Net Income 2014: $844,5692014Revenue 2015: $11,557,528Expenses 2015: $10,359,157Net Income 2015: $1,198,3712015Revenue 2016: $11,562,482Expenses 2016: $10,237,160Net Income 2016: $1,325,3222016Revenue 2017: $11,597,529Expenses 2017: $10,300,119Net Income 2017: $1,297,4102017Revenue 2018: $11,917,289Expenses 2018: $10,935,839Net Income 2018: $981,4502018Revenue 2019: $13,540,425Expenses 2019: $12,213,074Net Income 2019: $1,327,3512019Revenue 2020: $14,162,512Expenses 2020: $12,925,003Net Income 2020: $1,237,5092020Revenue 2021: $13,927,303Expenses 2021: $12,841,833Net Income 2021: $1,085,4702021Revenue 2022: $13,571,236Expenses 2022: $13,216,369Net Income 2022: $354,8672022Revenue 2023: $14,244,675Expenses 2023: $14,482,334Net Income 2023: -$237,6592023Revenue 2024: $16,752,433Expenses 2024: $16,115,856Net Income 2024: $636,5772024

Highlighted filing

2012

Revenue-
Expenses$9,210,490
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jul 11, 2013
Return Version
2011v1.5
Gross Receipts
$9,788,986
Mission and Program Overview

Mission

To provide programs for children and adolescents with learning disabilities including small socialization groups for young adults.

Filing and Contact Details

Filer

EIN
95-2773236
Raw XML AppendixShowing 400 of 486 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0GALA PROCEEDS FOR PARENT TEACHER GROUPS: -20,834.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1NET GALA PROCEEDS FOR PARENT TEACHER GROUPS: -20,834.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleE/Form990ScheduleEPartII/Explanation0THE ORGANIZATION'S WEBSITE, WWW.MTHELIXACADEMY.ORG, IS ITS MAIN MEANS OF COMMUNICATION WITH THE COMMUNITY. ON IT, THE ORGANIZATION MAKES STATEMENTS SUCH AS, "OUR SCHOOL WELCOMES AND VALUES STUDENTS OF DISCERNING FAMILIES TAHT REPRESENT A VARIETY OF ETHNIC, CULTURAL, AND ECONOMIC BACKGROUNDS." IN ADDITION, ALL THE IMAGES DISPLAYED ON THE WEBSITE ARE OF STUDENTS AND ACTIVITIES ACTUALLY OCCURRING AT THE SCHOOL. THEY CLEARLY SHOW THE RACIAL AND ETHNIC DIVERSITY OF THE SCHOOL.
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION
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IRS990ScheduleO/GeneralExplanation/Explanation0FAMILY RELATIONSHIPS: 1) EXECUTIVE DIRECTOR, KENNETH TRAUPMANN, AND DIRECTOR, SUZANNE FITCH, ARE MARRIED.
IRS990ScheduleO/GeneralExplanation/Explanation1A COPY OF FORM 990 PREPARED BY THE INDEPENDENT CPA SHALL BE PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CONFLICT OF INTEREST POLICY SHALL BE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. ANY POTENTIAL CONFLICTS OF INTEREST OR CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATELY TO ALL INTEREST PARTIES.
IRS990ScheduleO/GeneralExplanation/Explanation3COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS TO ENSURE SALARIES ARE JUST AND REASONABLE.
IRS990ScheduleO/GeneralExplanation/Explanation4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS SHALL BE AVAILABLE FOR PUBLIC INSPECTION AT THE CORPORATION'S PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 12,190. PRIOR PERIOD ADJUSTMENTS: 246,000. GALA PROCEEDS FOR PARENT TEACHER GROUPS: -20,834. TOTAL TO FORM 990, PART XI, LINE 5: 237,356.
IRS990ScheduleO/GeneralExplanation/Explanation6NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS.
IRS990ScheduleO/GeneralExplanation/Explanation7DURING THE YEAR ENDED AUGUST 31, 2012, MANAGEMENT DETERMINED THAT A CASH TRANSFER WAS IMPROPERLY RECORDED ON THE COMPANY'S FINANCIAL STATEMENTS AS AN EXPENSE AS OF AUGUST 31, 2011. THE RESULTING EFFECT WAS THE PRIOR PERIOD ADJUSTMENT.
IRS990ScheduleO/GeneralExplanation/Explanation8DURING THE YEAR ENDED AUGUST 31, 2012, THE INSTITUTE FOR EFFECTIVE EDUCATION (TIEE) ORGANIZED A GALA IN SUPPORT OF ITS PARENT TEACHER GROUPS WHOSE PURPOSE IS TO PROVIDE FURTHER EDUCATIONAL BENEFIT TO STUDENTS SERVED BY TIEE. NET PROCEEDS COLLECTED BY TIEE AT THE GALA THAT HAVE NOT BEEN PAID TO THE PARENT TEACHER GROUPS AS OF AUGUST 31, 2012 ARE $20,834.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1PRIOR PERIOD ADJUSTMENT:
IRS990ScheduleO/GeneralExplanation/Identifier2GALA PROCEEDS FOR PARENT TEACHER GROUPS:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990/School01
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY01830

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,886,008
Liabilities
$606,113
Net assets
$16,279,895
Revenue
-
Expenses
$9,210,490
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$3.74$30.4$16.8$16.1$0.64
2023Summary only. Only limited summary data is available for this year.$32.5$3.95$28.6$14.2$14.5$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$0.72$28.3$13.6$13.2$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$1.15$29.9$13.9$12.8$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.75$27.5$14.2$12.9$1.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$0.84$25.6$13.5$12.2$1.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$1.31$24.4$11.9$10.9$0.98
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$0.79$22.9$11.6$10.3$1.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$0.89$21.0$11.6$10.2$1.33
2015Detailed filing. Detailed filing data is available for this year.$20.7$1.19$19.5$11.6$10.4$1.20
2014Detailed filing. Detailed filing data is available for this year.$19.1$0.75$18.3$10.2$9.31$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.73$17.5$8.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.61$16.3$9.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.57$15.6$9.66
Peer Organizations

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