Civic Intelligence

Blue Oak School

990 • Fiscal year 2017 • EIN 95-4803542

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization Profilewww.blueoakschool.org

View Organization Page

1436 Polk StreetNapa, CA 94559

(707) 261-4500

Siviq Scores

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

Liabilities / Assets

74th percentile

0.48x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.91x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

10th percentile

-24%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$254,987

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

9th percentile

-9.4%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-17%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$7,414,058

Down $772,923 (-9.4%) from 2016

Net Assets

Down

$3,884,036

Down $1,253,498 (-24%) from 2016

Liabilities

Up

$3,530,022

Up $480,575 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin10th percentile

Revenue

Down

$3,895,204

Down $788,318 (-17%) from 2016

Expenses

Down

$4,832,987

Down $425,179 (-8.1%) from 2016

Net Income

Down

-$937,783

Down $363,139 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$40M$30M$20M$10M$0Assets 2010: $7,775,177Liabilities 2010: $1,743,624Net Assets 2010: $6,031,5532010Assets 2011: $8,432,776Liabilities 2011: $1,827,028Net Assets 2011: $6,605,7482011Assets 2012: $8,173,126Liabilities 2012: $2,605,003Net Assets 2012: $5,568,1232012Assets 2013: $8,375,576Liabilities 2013: $2,921,223Net Assets 2013: $5,454,3532013Assets 2014: $9,618,928Liabilities 2014: $2,752,932Net Assets 2014: $6,865,9962014Assets 2015: $9,292,724Liabilities 2015: $2,916,057Net Assets 2015: $6,376,6672015Assets 2016: $8,186,981Liabilities 2016: $3,049,447Net Assets 2016: $5,137,5342016Assets 2017: $7,414,058Liabilities 2017: $3,530,022Net Assets 2017: $3,884,0362017Assets 2018: $13,075,909Liabilities 2018: $8,267,993Net Assets 2018: $4,807,9162018Assets 2019: $9,952,834Liabilities 2019: $3,597,311Net Assets 2019: $6,355,5232019Assets 2020: $8,093,532Liabilities 2020: $3,493,123Net Assets 2020: $4,600,4092020Assets 2021: $17,662,974Liabilities 2021: $3,894,586Net Assets 2021: $13,768,3882021Assets 2022: $23,944,668Liabilities 2022: $5,059,544Net Assets 2022: $18,885,1242022Assets 2023: $24,122,565Liabilities 2023: $5,630,862Net Assets 2023: $18,491,7032023Assets 2024: $34,619,701Liabilities 2024: $13,924,641Net Assets 2024: $20,695,0602024

Highlighted filing

2017

Assets$7,414,058
Liabilities$3,530,022
Net Assets$3,884,036
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,201,0402010Expenses 2011: $4,151,3922011Expenses 2012: $3,970,2592012Revenue 2013: $4,225,294Expenses 2013: $4,052,434Net Income 2013: $172,8602013Revenue 2014: $4,103,089Expenses 2014: $3,890,820Net Income 2014: $212,2692014Revenue 2015: $3,899,944Expenses 2015: $4,272,210Net Income 2015: -$372,2662015Revenue 2016: $4,683,522Expenses 2016: $5,258,166Net Income 2016: -$574,6442016Revenue 2017: $3,895,204Expenses 2017: $4,832,987Net Income 2017: -$937,7832017Revenue 2018: $3,275,728Expenses 2018: $4,886,154Net Income 2018: -$1,610,4262018Revenue 2019: $6,986,904Expenses 2019: $5,499,019Net Income 2019: $1,487,8852019Revenue 2020: $3,881,096Expenses 2020: $5,636,210Net Income 2020: -$1,755,1142020Revenue 2021: $15,459,309Expenses 2021: $6,291,330Net Income 2021: $9,167,9792021Revenue 2022: $11,567,188Expenses 2022: $6,450,452Net Income 2022: $5,116,7362022Revenue 2023: $5,971,252Expenses 2023: $6,364,673Net Income 2023: -$393,4212023Revenue 2024: $8,522,573Expenses 2024: $6,077,762Net Income 2024: $2,444,8112024

Highlighted filing

2017

Revenue$3,895,204
Expenses$4,832,987
Net Income-$937,783
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$4,455,319
Mission and Program Overview

Mission

See schedule o. Blue oak school offers a challenging and stimulating education to children of diverse backgrounds and interests. Balancing structure with choice and the requirements of the group with the gifts of the individual, the school holds itself to the highest standards of responsible educational innovation, so that students develop the skills and habits of learning that endure. We provide an engaging, supportive, and diverse environment where learning is an active, joyful process of discovery for children in grades kindergarten through eighth.

Non-denominational independent school providing educational instruction kindergarten to eighth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,150,224$4,159,184▲ $8,960
Investments Other Securities$2,544,329$2,786,440▲ $242,111
Cash and Non-Interest-Bearing Accounts$949,991$395,736▼ $554,255
Pledges and Grants Receivable$525,989$42,250▼ $483,739
Prepaid Expenses and Deferred Charges$8,551$26,235▲ $17,684
Savings and Temporary Cash Investments$1,277$1,277→ $0
Accounts Receivable$4,620$936▼ $3,684
Total Assets$8,186,981$7,414,058▼ $772,923
Other Assets Total$2,000$2,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,699,019$2,504,261▲ $805,242
Deferred Revenue$949,479$731,902▼ $217,577
Accounts Payable and Accrued Expenses$400,949$293,859▼ $107,090
Total Liabilities$3,049,447$3,530,022▲ $480,575
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,071,899$2,071,899→ $0
Unrestricted Net Assets$2,313,393$1,342,686▼ $970,707
Temporarily Rstr Net Assets$752,242$469,451▼ $282,791
Total Net Assets Fund Balance$5,137,534$3,884,036▼ $1,253,498
Total Liabilities and Net Assets / Fund Balance$8,186,981$7,414,058▼ $772,923

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,954,988$1,711,877$3,666,865
Land$1,254,363-$1,254,363
Equipment$949,833$163,018$1,112,851
Other Securities$495,048--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,576,793-▲ $386,251$106,495$2,856,549
2015$2,673,043-▲ $5,022$101,272$2,576,793
2014$2,854,050$250▼ $58,293$122,964$2,673,043
2013$2,504,623$5,500▲ $465,808$121,881$2,854,050
2012$1,957,642$325,761▲ $288,129$66,909$2,504,623
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard MarracinoInt Head of School (Thru 6/17)FT$228,619$26,368$254,987
Lucia VillasanaChief of AdvancementFT$106,640$32,903$139,543
Maria LopezAssoc Head of SchoolFT$102,331$21,318$123,649

Board Members and Trustees

NameTitle
Laurie HigueraChair
Sonia HaBoard Secretary
Andy FlorsheimTrustee
David GreenTrustee
Frank DominguezTrustee
Irene ByrneTrustee
Jae ChunTrustee
Jared GoldmanTrustee
Kathy ZelaznyTrustee
Oscar RenteriaTrustee
Penny MallenTrustee
Shannon O'ShaughnessyTrustee
Susie GalloTrustee
Chris WendelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$467,926
Program Service Revenue
$3,265,312
Investment Income
$161,966
Other Revenue
$0
All Other Contributions
$164,301
Change in Net Assets
$-937,783

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table6$65,000Fair Market Value (FMV)
Other Non Cash Contri Table9$61,490Fair Market Value (FMV)
Other Non Cash Contri Table3$41,500Fair Market Value (FMV)
Securities Publicly Traded1$15,163Fair Market Value (FMV)
Other Non Cash Contri Table2$1,754Fair Market Value (FMV)
Total Noncash Contributions21$184,907-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,895,204
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-646,546
Total Revenue per Audited Statements
$3,248,658
Total Revenue per Form 990
$3,895,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,910,214
Grants and Similar Amounts Paid$982,917
Other Expenses$939,856
Total Fundraising Expense$260,487
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,009,881$703,116$156,058$1,869,055
Grants to Domestic Individuals$982,917--$982,917
Current Officers, Directors, Trustees, and Key Employees$289,377$166,421$27,942$483,740
Other Employee Benefits$197,860$85,656$7,495$291,011
Occupancy$113,258$76,052$10,430$199,740
Payroll Taxes$95,023$52,017$11,500$158,540
Pension Plan Contributions$87,104$12,714$8,050$107,868
Information Technology$34,699$38,014$2,758$75,471
Insurance$42,401$21,843-$64,244
Interest-$63,383-$63,383
Office Expenses$25,810$17,928$1,992$45,730
Fees for Service Investment Mgmnt Fees$37,645--$37,645
Advertising-$33,684-$33,684
Fees for Services Accounting-$22,842-$22,842
Conferences and Meetings$22,552--$22,552
Fees for Services Legal-$20,314-$20,314
Fees for Services Other-$9,545-$9,545
Travel$6,292--$6,292
Depreciation Depletion$2,080$851$221$3,152
Other Expenses$1,000$2,079$34,041$2,079
Total Functional Expenses$3,147,316$1,425,184$260,487$4,832,987

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,832,987
Total Expenses per Audited Statements$4,502,156
Expenses per Audited Statements$3,850,070
Expenses Not Reported on Financial Statements$982,917
Other Expense Adjustments$982,917
Expenses Not Reported on Form 990$652,086
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$176,651
Fundraising Gross Income$176,651
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$480,276$176,651$176,651$0
Total Events$480,276$176,651$176,651$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 Business officer and board members of Blue Oak School will be given the form 990 to review upon request. The Head of School will review the Form 990 before it is filed and approve the filing.”

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

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the Trustees and members of committees with powers delegated by the governing board, or to others considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the governing board or committee shall determine whether the School can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose.”

Form 990, Part VI, Section B, line 15

“Compensation for key management positions is approved by the board and the process includes review of comparability data.”

Form 990, Part VI, Section C, line 19

“Governing documents and tax returns that are a matter of public record are available to the public upon written request at the offices of the Blue Oak School.”

Filing and Contact Details

Filer

Filer Name
Blue Oak School
EIN
95-4803542
Phone
7072614500
Address
1436 Polk Street, Napa, CA 94559

Signing Officer

Name
Dan Schwartz
Title
Head of School
Phone
7072614500
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Schwartz
Formed
2001
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
48
Volunteers
14

Preparer

Firm
Armanino LLP
Address
12657 Alcosta Blvd Ste 500, San Ramon, CA 94583-4600
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

Part V, Line 4:

“Earnings from the endowment fund are intended for the support of the school.”

Part X, Line 2:

“The School is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code and section 23701(d) of the California Revenue and Taxation Code. Accordingly, there is no provision for income taxes. The School has evaluated its current tax positions and has concluded that as of June 30, 2016, the School does not have any significant uncertain tax positions for which a reserve would be necessary. The School's federal Return of Organization Exempt from Income Tax (Form 990) for the last three fiscal years are subject to possible IRS examination. As of the date of this report, the School's return covering the fiscal year ended June 30, 2017, has not yet been filed.”

Part XI, Line 2D - Other Adjustments:

“Financial Aid -982,917.”

Part XII, Line 4B - Other Adjustments:

“Financial Aid 982,917.”

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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/Form990PartVIISectionAGrp/PersonNm0Laurie Higuera
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IRS990/Form990PartVIISectionAGrp/PersonNm3Irene Byrne
IRS990/Form990PartVIISectionAGrp/PersonNm4Jae Chun
IRS990/Form990PartVIISectionAGrp/PersonNm5Frank Dominguez
IRS990/Form990PartVIISectionAGrp/PersonNm6Andy Florsheim
IRS990/Form990PartVIISectionAGrp/PersonNm7Susie Gallo
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IRS990/Form990PartVIISectionAGrp/PersonNm9Jared Goldman
IRS990/Form990PartVIISectionAGrp/PersonNm10David Green
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IRS990/Form990PartVIISectionAGrp/PersonNm13Kathy Zelazny
IRS990/Form990PartVIISectionAGrp/PersonNm14Richard Marracino
IRS990/Form990PartVIISectionAGrp/PersonNm15Maria Lopez
IRS990/Form990PartVIISectionAGrp/PersonNm16Lucia Villasana
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Int Head of School (Thru 6/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt15Assoc Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chief of Advancement
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IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt0176651
IRS990/FundraisingGrossIncomeAmt0176651
IRS990/GainOrLossGrp/SecuritiesAmt060676
IRS990/GamingActivitiesInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt04455319
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02758
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt038014
IRS990/InformationTechnologyGrp/ProgramServicesAmt034699
IRS990/InformationTechnologyGrp/TotalAmt075471
IRS990/InsuranceGrp/ManagementAndGeneralAmt021843
IRS990/InsuranceGrp/ProgramServicesAmt042401
IRS990/InsuranceGrp/TotalAmt064244
IRS990/InterestGrp/ManagementAndGeneralAmt063383
IRS990/InterestGrp/TotalAmt063383
IRS990/InvestmentIncomeGrp/ExclusionAmt0101290
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101290
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02544329
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02786440
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01874895
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04150224
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04159184
IRS990/LandBldgEquipCostOrOtherBssAmt06034079
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0383464
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Blue Oak School offers a challenging and stimulating education to children of diverse backgrounds and interests. Balancing structure with choice and the requirements of the group with the gifts of the individual, the School holds itself to the highest standards of responsible educational innovation, so that students develop the skills and habits of learning that endure.Through the culture and community of the School, teachers nurture the development of character and foster confidence, creativity, flexibility and curiosity in each child. Students in turn encourage each other to learn. Relationships among freedom, responsibility, community and environment are explored through studies that engage students as stewards in service to the School, the region and the world.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01699019
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02504261
IRS990/NetAssetsOrFundBalancesBOYAmt05137534
IRS990/NetAssetsOrFundBalancesEOYAmt03884036
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt060676
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt060676
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0224285
IRS990/NoncashContributionsAmt0184907
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt010430
IRS990/OccupancyGrp/ManagementAndGeneralAmt076052
IRS990/OccupancyGrp/ProgramServicesAmt0113258
IRS990/OccupancyGrp/TotalAmt0199740
IRS990/OfficeExpensesGrp/FundraisingAmt01992
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017928
IRS990/OfficeExpensesGrp/ProgramServicesAmt025810
IRS990/OfficeExpensesGrp/TotalAmt045730
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02000
IRS990/OtherAssetsTotalGrp/EOYAmt02000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07495
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt085656
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0197860
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0291011
IRS990/OtherExpensesGrp/Desc0Classroom Supplies
IRS990/OtherExpensesGrp/Desc1Development/Communicati
IRS990/OtherExpensesGrp/Desc2Community Outreach
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt034041
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt093825
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14900
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22079
IRS990/OtherExpensesGrp/ProgramServicesAmt0195563
IRS990/OtherExpensesGrp/ProgramServicesAmt13854
IRS990/OtherExpensesGrp/ProgramServicesAmt21000
IRS990/OtherExpensesGrp/TotalAmt0195563
IRS990/OtherExpensesGrp/TotalAmt1131720
IRS990/OtherExpensesGrp/TotalAmt25900
IRS990/OtherExpensesGrp/TotalAmt32079
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0156058
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0703116
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01009881
IRS990/OtherSalariesAndWagesGrp/TotalAmt01869055
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011500
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt052017
IRS990/PayrollTaxesGrp/ProgramServicesAmt095023
IRS990/PayrollTaxesGrp/TotalAmt0158540
IRS990/PensionPlanContributionsGrp/FundraisingAmt08050
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012714
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt087104
IRS990/PensionPlanContributionsGrp/TotalAmt0107868
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02071899
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02071899
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0525989
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt042250
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08551
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026235
IRS990/PrincipalOfficerNm0Dan Schwartz
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2451211
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/Desc1Summer & After School
IRS990/ProgramServiceRevenueGrp/Desc2Other Program Revenue
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt132103
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22397
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt132103
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22397
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01114100
IRS990/PYInvestmentIncomeAmt0165415
IRS990/PYOtherExpensesAmt01063579
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04154785
IRS990/PYRevenuesLessExpensesAmt0-574644
IRS990/PYSalariesCompEmpBnftPaidAmt03080487
IRS990/PYTotalExpensesAmt05258166
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04683522
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-937783
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03265312
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01277
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01277
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.19490
IRS990ScheduleD/BuildingsGrp/BookValueAmt01954988
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01711877
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03666865
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02576793
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02856549
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0386251
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0106495

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,414,058
Liabilities
$3,530,022
Net assets
$3,884,036
Revenue
$3,895,204
Expenses
$4,832,987
Net income
-$937,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.6$13.9$20.7$8.52$6.08$2.44
2023Detailed filing. Detailed filing data is available for this year.$24.1$5.63$18.5$5.97$6.36$0.39
2022Detailed filing. Detailed filing data is available for this year.$23.9$5.06$18.9$11.6$6.45$5.12
2021Detailed filing. Detailed filing data is available for this year.$17.7$3.89$13.8$15.5$6.29$9.17
2020Detailed filing. Detailed filing data is available for this year.$8.09$3.49$4.60$3.88$5.64$1.76
2019Detailed filing. Detailed filing data is available for this year.$9.95$3.60$6.36$6.99$5.50$1.49
2018Detailed filing. Detailed filing data is available for this year.$13.1$8.27$4.81$3.28$4.89$1.61
2017Detailed filing. Detailed filing data is available for this year.$7.41$3.53$3.88$3.90$4.83$0.94
2016Detailed filing. Detailed filing data is available for this year.$8.19$3.05$5.14$4.68$5.26$0.57
2015Detailed filing. Detailed filing data is available for this year.$9.29$2.92$6.38$3.90$4.27$0.37
2014Detailed filing. Detailed filing data is available for this year.$9.62$2.75$6.87$4.10$3.89$0.21
2013Summary only. Only limited summary data is available for this year.$8.38$2.92$5.45$4.23$4.05$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.17$2.61$5.57$3.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$1.83$6.61$4.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.78$1.74$6.03$4.20