Civic Intelligence

Carroll Rees Academy & Arts

990EZ • Fiscal year 2014 • EIN 95-4749096

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 15, 2015

Organization Profile
PO Box 27190Los Angeles, CA 90027

(323) 663-0807

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

33rd percentile

-3.4%

Higher net margin than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$21,968

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 33.9% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-9.9%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$2,458

Down $2,200 (-47%) from 2013

Net Assets

Down

$2,458

Down $2,200 (-47%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin33rd percentile

Revenue

Down

$64,764

Down $7,100 (-9.9%) from 2013

Expenses

Down

$66,964

Down $1,243 (-1.8%) from 2013

Net Income

Down

-$2,200

Down $5,857 (-160%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0K$4.0K$2.0K$0Assets 2010: $4,575Liabilities 2010: $02010Assets 2011: $3,324Liabilities 2011: $218Net Assets 2011: $3,1062011Assets 2012: $3,010Liabilities 2012: $2,009Net Assets 2012: $1,0012012Assets 2013: $4,658Liabilities 2013: $0Net Assets 2013: $4,6582013Assets 2014: $2,458Liabilities 2014: $0Net Assets 2014: $2,4582014

Highlighted filing

2014

Assets$2,458
Liabilities$0
Net Assets$2,458
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $74,956Expenses 2010: $74,246Net Income 2010: $7102010Revenue 2011: $63,259Expenses 2011: $64,728Net Income 2011: -$1,4692011Revenue 2012: $52,269Expenses 2012: $54,374Net Income 2012: -$2,1052012Revenue 2013: $71,864Expenses 2013: $68,207Net Income 2013: $3,6572013Revenue 2014: $64,764Expenses 2014: $66,964Net Income 2014: -$2,2002014

Highlighted filing

2014

Revenue$64,764
Expenses$66,964
Net Income-$2,200
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$65,057
Mission and Program Overview

Mission

Education of Children

Program Services

DescriptionGrantsExpenses
Provided Educational Services to an average of 12 children at any given time during the year-$56,959
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
June ReesPresidentFT$21,968-$21,968
Michael ReesSecretarytreasurer-$0--
Greg ButlerDirector-$0--
Joe BokodyDirector-$0--
Albert Jackson IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carroll-Rees Academy & Arts
EIN
95-4749096
Address
PO Box 27190, Los Angeles, CA 90027

Signing Officer

Name
Michael Rees
Title
SecretaryTreas
Phone
3236630807
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Peggy Howard EA Inc
Address
5021 Verdugo Way 105-404, Camarillo, CA 93012
Preparer
Peggy Howard EA
Phone
8054194414
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 147Internet 284Auto Expense 4,135Bank Service Charges 218Donations 30Curriculum 3,886Student Food 1,150Payroll Service 462Insurance 945Payments to Affiliates 4,714Miscellaneous 266Supplies 643Permits 45Travel and Entertainment 67Equipment Disposal 21”

Description of other assets Part II line 24

“Category Beginning of Year End of YearDeposits 1,920 0Employee Advances 439 2,437”

Raw XML Appendix162 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.

Path#Value
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Michael Rees
IRS990EZ/BooksInCareOfDetail/PhoneNum03236630807
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 27190
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Angeles
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01838
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0293
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2200
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01050
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04658
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02458
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01207
IRS990EZ/GrossReceiptsAmt065057
IRS990EZ/GroupExemptionNum04171
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0461
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt02437
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04658
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02458
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04658
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02458
IRS990EZ/OccupancyRentUtltsAndMaintAmt018066
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt121968
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Rees
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1June Rees
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greg Butler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joe Bokody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Albert Jackson III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SecretaryTreasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02359
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02437
IRS990EZ/OtherExpensesTotalAmt017013
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education of Children
IRS990EZ/PrintingPublicationsPostageAmt0610
IRS990EZ/ProgramServiceRevenueAmt063557
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided Educational Services to an average of 12 children at any given time during the year
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056959
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030225
IRS990EZ/SaleOfAssetsGrossAmt01500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066964
IRS990EZ/TotalProgramServiceExpensesAmt056959
IRS990EZ/TotalRevenueAmt064764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Non discrimination policy printed in local newspaper in March 2013.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02437
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Advances
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt03387
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0June Rees
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt02437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 147Internet 284Auto Expense 4,135Bank Service Charges 218Donations 30Curriculum 3,886Student Food 1,150Payroll Service 462Insurance 945Payments to Affiliates 4,714Miscellaneous 266Supplies 643Permits 45Travel and Entertainment 67Equipment Disposal 21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearDeposits 1,920 0Employee Advances 439 2,437
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Rees
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SecretaryTreas
ReturnHeader/BusinessOfficerGrp/PhoneNum03236630807
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carroll-Rees Academy & Arts
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0954749096
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 27190
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261928272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peggy Howard EA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05021 Verdugo Way 105-404
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Camarillo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093012
ReturnHeader/PreparerPersonGrp/PhoneNum08054194414
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peggy Howard EA
ReturnHeader/ReturnTs02015-11-15T12:21:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,458
Liabilities
$0
Net assets
$2,458
Revenue
$64,764
Expenses
$66,964
Net income
-$2,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$64.8$67.0$2.20
2013Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$71.9$68.2$3.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$2.01$1.00$52.3$54.4$2.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.22$3.11$63.3$64.7$1.47
2010Summary only. Only limited summary data is available for this year.$4.58$0.00$75.0$74.2$0.71