Civic Intelligence

Assets School

990 • Fiscal year 2019 • EIN 99-6001152

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

Organization ProfileWWW.ASSETS-SCHOOL.ORG

View Organization Page

1 Ohana Nui WayHonolulu, HI 96818

(808) 440-3616

Siviq Scores

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

Liabilities / Assets

21st percentile

0.04x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.10x

Higher debt load relative to revenue than 23% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

50th percentile

2.9%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$225,427

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

32nd percentile

0.1%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-4.1%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$27,117,889

Up $15,385 (+0.1%) from 2018

Net Assets

Up

$26,134,272

Up $499,866 (+1.9%) from 2018

Liabilities

Down

$983,617

Down $484,481 (-33%) from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin50th percentile

Revenue

Down

$9,815,132

Down $418,541 (-4.1%) from 2018

Expenses

Up

$9,528,089

Up $417,944 (+4.6%) from 2018

Net Income

Down

$287,043

Down $836,485 (-74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $9,426,720Liabilities 2010: $729,122Net Assets 2010: $8,697,5982010Assets 2011: $10,159,601Liabilities 2011: $656,789Net Assets 2011: $9,502,8122011Assets 2012: $10,168,757Liabilities 2012: $628,398Net Assets 2012: $9,540,3592012Assets 2013: $10,392,369Liabilities 2013: $579,567Net Assets 2013: $9,812,8022013Assets 2014: $21,870,359Liabilities 2014: $625,476Net Assets 2014: $21,244,8832014Assets 2015: $23,091,492Liabilities 2015: $786,156Net Assets 2015: $22,305,3562015Assets 2016: $22,703,690Liabilities 2016: $703,701Net Assets 2016: $21,999,9892016Assets 2017: $25,300,610Liabilities 2017: $779,399Net Assets 2017: $24,521,2112017Assets 2018: $27,102,504Liabilities 2018: $1,468,098Net Assets 2018: $25,634,4062018Assets 2019: $27,117,889Liabilities 2019: $983,617Net Assets 2019: $26,134,2722019Assets 2020: $27,664,526Liabilities 2020: $1,739,631Net Assets 2020: $25,924,8952020Assets 2021: $29,350,739Liabilities 2021: $667,975Net Assets 2021: $28,682,7642021Assets 2022: $30,415,828Liabilities 2022: $714,112Net Assets 2022: $29,701,7162022Assets 2023: $32,689,572Liabilities 2023: $527,188Net Assets 2023: $32,162,3842023Assets 2024: $34,327,447Liabilities 2024: $625,766Net Assets 2024: $33,701,6812024

Highlighted filing

2019

Assets$27,117,889
Liabilities$983,617
Net Assets$26,134,272
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,452,5402010Expenses 2011: $7,395,7792011Expenses 2012: $7,519,1112012Expenses 2013: $7,584,0872013Revenue 2014: $19,041,952Expenses 2014: $7,950,698Net Income 2014: $11,091,2542014Revenue 2015: $9,748,701Expenses 2015: $8,491,599Net Income 2015: $1,257,1022015Revenue 2016: $8,456,603Expenses 2016: $8,782,943Net Income 2016: -$326,3402016Revenue 2017: $11,225,090Expenses 2017: $8,974,071Net Income 2017: $2,251,0192017Revenue 2018: $10,233,673Expenses 2018: $9,110,145Net Income 2018: $1,123,5282018Revenue 2019: $9,815,132Expenses 2019: $9,528,089Net Income 2019: $287,0432019Revenue 2020: $9,309,033Expenses 2020: $9,590,697Net Income 2020: -$281,6642020Revenue 2021: $10,858,240Expenses 2021: $8,607,124Net Income 2021: $2,251,1162021Revenue 2022: $10,763,009Expenses 2022: $8,955,995Net Income 2022: $1,807,0142022Revenue 2023: $11,196,634Expenses 2023: $9,260,506Net Income 2023: $1,936,1282023Revenue 2024: $9,897,948Expenses 2024: $9,152,523Net Income 2024: $745,4252024

Highlighted filing

2019

Revenue$9,815,132
Expenses$9,528,089
Net Income$287,043
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$10,370,120
Mission and Program Overview

Mission

This organization is a school providing learning and academic therapy to children in grades k-12 who are gifted, dyslexic and with learning disabilities and/or both, with an average enrollment of 344 students.

This organization is a school providing learning and academic therapy to children in grades k-12 who are gifted, dyslexic and with learning disabilities and/or both, with an average enrollment of 327 students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,768,711$17,818,277▲ $49,566
Savings and Temporary Cash Investments$4,106,886$4,374,887▲ $268,001
Investments in Publicly Traded Securities$3,646,953$3,874,186▲ $227,233
Pledges and Grants Receivable$1,226,495$770,917▼ $455,578
Cash and Non-Interest-Bearing Accounts$159,876$152,706▼ $7,170
Prepaid Expenses and Deferred Charges$193,583$120,846▼ $72,737
Accounts Receivable-$6,070-
Total Assets$27,102,504$27,117,889▲ $15,385
Liabilities
Accounts Payable and Accrued Expenses$1,112,710$416,633▼ $696,077
Deferred Revenue$355,388$351,621▼ $3,767
Mortgage Notes Payable Secured by Investment Property-$215,363-
Total Liabilities$1,468,098$983,617▼ $484,481
Net Assets / Fund Balance
Temporarily Rstr Net Assets$11,922,800$12,027,551▲ $104,751
Unrestricted Net Assets$11,232,904$11,628,019▲ $395,115
Permanently Rstr Net Assets$2,478,702$2,478,702→ $0
Total Net Assets Fund Balance$25,634,406$26,134,272▲ $499,866
Total Liabilities and Net Assets / Fund Balance$27,102,504$27,117,889▲ $15,385

Asset Categories

AssetBook ValueDepreciationBasis
Land$8,953,176-$8,953,176
Buildings$3,250,157$5,541,972$8,792,129
Leasehold Improvements$5,258,287$1,245,987$6,504,274
Equipment$344,783$1,745,035$2,089,818
Other Land Buildings$11,874$42,593$54,467

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,502,309-▲ $198,321-$3,700,630
2017$3,960,361-▲ $191,948$650,000$3,502,309
2016$3,644,263-▲ $316,098-$3,960,361
2015$3,503,538$15,525▲ $151,420-$3,644,263
2014$3,473,316$-392,192▲ $422,414-$3,503,538
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul SingerHead of SchoolFT$219,407$6,020$225,427

Board Members and Trustees

NameTitle
John F MortonChairman of Board
Kristi L MaynardVice Chairman
Alan BattersbyTrustee
Alexandra Sueda MdTrustee
Eileen WackerTrustee
Eric HigashiharaTrustee
Eric TemaTrustee
Janet MarletteTrustee
Jean H HamakawaTrustee
Jill MacmillanTrustee
Karen K ScheidTrustee
Keith Y Amemiya JdTrustee
Kitty YannoneTrustee
Mcd PhilpottsTrustee
Peter BackusTrustee
Philip J Bossert Ph DTrustee
Robert M WittTrustee
Robert W WoTrustee
Russel J LauTrustee
Sean HehirTrustee
Simon TreacyTrustee
Susan Walker KowenTrustee
Suzy P HollingerTrustee
Tony S VericellaTrustee
Kent R LauSecretary
Joann LumsdenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$890,763
Program Service Revenue
$8,713,138
Investment Income
$132,327
Other Revenue
$78,904
All Other Contributions
$729,947
Change in Net Assets
$287,043

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,471,657
Revenue Not Reported on Financial Statements
$1,343,475
Revenue Not Reported on Form 990
$212,823
Other Revenue Adjustments
$1,309,773
Total Revenue per Audited Statements
$8,684,480
Total Revenue per Form 990
$9,815,132
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,747,547
Other Expenses$1,843,108
Grants and Similar Amounts Paid$937,434
Total Fundraising Expense$405,648
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,979,117$1,061,098$265,274$5,305,489
Grants to Domestic Individuals$937,434--$937,434
Other Employee Benefits$527,656$140,708$35,177$703,541
Depreciation Depletion$362,268$94,583$23,646$480,497
Office Expenses$373,999$49,401$15,638$439,038
Payroll Taxes$293,501$78,267$19,567$391,335
Occupancy$195,747$48,711-$244,458
Current Officers, Directors, Trustees, and Key Employees$169,070$45,086$11,271$225,427
Fees for Services Other$43,094$112,043$17,237$172,374
Pension Plan Contributions$91,316$24,351$6,088$121,755
Advertising$106,663-$11,750$118,413
Insurance$70,595$10,040-$80,635
Travel$42,013--$42,013
Fees for Service Investment Mgmnt Fees-$33,702-$33,702
Other Expenses$23,277$367-$23,277
Interest-$12,337-$12,337
Total Functional Expenses$7,396,954$1,725,487$405,648$9,528,089

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,528,089
Expenses per Audited Statements$8,644,303
Total Expenses per Audited Statements$8,644,303
Expenses Not Reported on Financial Statements$883,786
Other Expense Adjustments$850,084
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$206,615
Fundraising Direct Expenses$127,711
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Illumination$333,190$206,615$67,347$139,268
Total Events$333,190$206,615$127,711$78,904
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
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
No
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

“A copy of form 990 is provided to the organization's governing body. The form 990 is reviewed and approved by an officer of the organization.”

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

“The organization's conflict of interest policy applies to all members of the board of trustees. If a board member has influence on certain transactions, the policy makes it imperative to disclose the existence of the conflict. The board then evaluates the conflict. Members with potential conflicts may not vote or participate in making decisions regarding the transaction.”

Form 990, Part VI, Section B, Line 15A

“The head of school had an annual evaluation in june 2014 that included comparing his salary and duties with the national association of independent schools (nais) national database, discussions with the hawaii association of independent school's (hais) executive director and discussion with several private schools' financial officers. Compensation also included input from committee chairs and the full board of trustees. Form 990, part vi, section b, line 15b: the organization did not compensate its other officers and did not have any key employees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest and financial statements are readily available for inspection upon request. They are held in the head of school's office.”

Filing and Contact Details

Filer

Filer Name
Assets School
EIN
99-6001152
Phone
8084403616
Address
1 OHANA NUI WAY, HONOLULU, HI 96818

Signing Officer

Name
Ryan Masa
Title
Head of School
Phone
8084403616
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Masa
Formed
1955
Legal Domicile
Hi
Voting Board Members
26
Independent Board Members
26
Employees
136
Volunteers
152

Preparer

Firm
Cw Associates Cpas
Address
700 BISHOP STREET SUITE 1040, HONOLULU, HI 96813
Preparer
Melanie a King
Phone
8085311040
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 7G:

“The organization did not receive any contributions of qualified intellectual property.”

FORM 990, PART V, LINE 7H:

“The organization did not receive any contributions of cars, boats, airplanes or other vehicles.”

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

PART V, LINE 4:

“Endowment fund assets and income are restricted to its use in accordance with donor stipulations and include use for supporting the organization's operations, including its learning resource center and tuition assistance.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require uncertain tax positions to be recognized in the financial statements if they are more likely than not to fail upon regulatory examination. Management evaluated the tax positions of the school as of june 30, 2019 and 2018 and for the years then ended by reviewing its income tax returns and conferring with its tax advisors, and determined that there were no uncertain tax positions required to be reported in accordance with such generally accepted accounting principles. The school is subject to routine audits by taxing authorities; however, there are currently no audits in progress for any open tax periods.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Increase (decrease) in net assets with donor restrictions 459,689. Tuition assistance 850,084.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Tuition assistance 850,084.”

Raw XML AppendixShowing 400 of 699 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/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
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IRS990/Form990PartVIISectionAGrp/PersonNm1KRISTI L MAYNARD
IRS990/Form990PartVIISectionAGrp/PersonNm2KENT R LAU
IRS990/Form990PartVIISectionAGrp/PersonNm3JOANN LUMSDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4KEITH Y AMEMIYA JD
IRS990/Form990PartVIISectionAGrp/PersonNm5PETER BACKUS
IRS990/Form990PartVIISectionAGrp/PersonNm6ALAN BATTERSBY
IRS990/Form990PartVIISectionAGrp/PersonNm7PHILIP J BOSSERT PH D
IRS990/Form990PartVIISectionAGrp/PersonNm8JEAN H HAMAKAWA
IRS990/Form990PartVIISectionAGrp/PersonNm9SEAN HEHIR
IRS990/Form990PartVIISectionAGrp/PersonNm10ERIC HIGASHIHARA
IRS990/Form990PartVIISectionAGrp/PersonNm11SUZY P HOLLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm12SUSAN WALKER KOWEN
IRS990/Form990PartVIISectionAGrp/PersonNm13RUSSEL J LAU
IRS990/Form990PartVIISectionAGrp/PersonNm14JILL MACMILLAN
IRS990/Form990PartVIISectionAGrp/PersonNm15JANET MARLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm16MCD PHILPOTTS
IRS990/Form990PartVIISectionAGrp/PersonNm17KAREN K SCHEID
IRS990/Form990PartVIISectionAGrp/PersonNm18ALEXANDRA SUEDA MD
IRS990/Form990PartVIISectionAGrp/PersonNm19ERIC TEMA
IRS990/Form990PartVIISectionAGrp/PersonNm20SIMON TREACY
IRS990/Form990PartVIISectionAGrp/PersonNm21TONY S VERICELLA
IRS990/Form990PartVIISectionAGrp/PersonNm22EILEEN WACKER
IRS990/Form990PartVIISectionAGrp/PersonNm23ROBERT M WITT
IRS990/Form990PartVIISectionAGrp/PersonNm24ROBERT W WO
IRS990/Form990PartVIISectionAGrp/PersonNm25KITTY YANNONE
IRS990/Form990PartVIISectionAGrp/PersonNm26PAUL SINGER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0126575
IRS990/FundraisingDirectExpensesAmt0127711
IRS990/FundraisingGrossIncomeAmt0206615
IRS990/GainOrLossGrp/SecuritiesAmt0-33794
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt0937434
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0937434
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0937434
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0393483
IRS990/GrossReceiptsAmt010370120
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010040
IRS990/InsuranceGrp/ProgramServicesAmt070595
IRS990/InsuranceGrp/TotalAmt080635
IRS990/InterestGrp/ManagementAndGeneralAmt012337
IRS990/InterestGrp/TotalAmt012337
IRS990/InvestmentIncomeGrp/ExclusionAmt0166121
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166121
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03646953
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03874186
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08575587
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017768711
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017818277
IRS990/LandBldgEquipCostOrOtherBssAmt026393864
IRS990/LegalDomicileStateCd0HI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0427277
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THIS ORGANIZATION IS A SCHOOL PROVIDING LEARNING AND ACADEMIC THERAPY TO CHILDREN IN GRADES K-12 WHO ARE GIFTED, DYSLEXIC AND WITH LEARNING DISABILITIES AND/OR BOTH, WITH AN AVERAGE ENROLLMENT OF 327 STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0215363
IRS990/NetAssetsOrFundBalancesBOYAmt025634406
IRS990/NetAssetsOrFundBalancesEOYAmt026134272
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-33794
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-33794
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt078904
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt078904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0212823
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt048711
IRS990/OccupancyGrp/ProgramServicesAmt0195747
IRS990/OccupancyGrp/TotalAmt0244458
IRS990/OfficeExpensesGrp/FundraisingAmt015638
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt049401
IRS990/OfficeExpensesGrp/ProgramServicesAmt0373999
IRS990/OfficeExpensesGrp/TotalAmt0439038
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt035177
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0140708
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0527656
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0703541
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc1DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014793
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1367
IRS990/OtherExpensesGrp/ProgramServicesAmt052751
IRS990/OtherExpensesGrp/ProgramServicesAmt165144
IRS990/OtherExpensesGrp/ProgramServicesAmt263309
IRS990/OtherExpensesGrp/ProgramServicesAmt323277
IRS990/OtherExpensesGrp/TotalAmt067544
IRS990/OtherExpensesGrp/TotalAmt165511
IRS990/OtherExpensesGrp/TotalAmt263309
IRS990/OtherExpensesGrp/TotalAmt323277
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0265274
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01061098
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03979117
IRS990/OtherSalariesAndWagesGrp/TotalAmt05305489
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt019567
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt078267
IRS990/PayrollTaxesGrp/ProgramServicesAmt0293501
IRS990/PayrollTaxesGrp/TotalAmt0391335
IRS990/PensionPlanContributionsGrp/FundraisingAmt06088
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024351
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt091316
IRS990/PensionPlanContributionsGrp/TotalAmt0121755
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02478702
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02478702
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01226495
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0770917
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0193583
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0120846
IRS990/PrincipalOfficerNm0RYAN MASA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,117,889
Liabilities
$983,617
Net assets
$26,134,272
Revenue
$9,815,132
Expenses
$9,528,089
Net income
$287,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$0.63$33.7$9.90$9.15$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$0.53$32.2$11.2$9.26$1.94
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.71$29.7$10.8$8.96$1.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$0.67$28.7$10.9$8.61$2.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$1.74$25.9$9.31$9.59$0.28
2019Detailed filing. Detailed filing data is available for this year.$27.1$0.98$26.1$9.82$9.53$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$1.47$25.6$10.2$9.11$1.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.78$24.5$11.2$8.97$2.25
2016Detailed filing. Detailed filing data is available for this year.$22.7$0.70$22.0$8.46$8.78$0.33
2015Summary only. Only limited summary data is available for this year.$23.1$0.79$22.3$9.75$8.49$1.26
2014Detailed filing. Detailed filing data is available for this year.$21.9$0.63$21.2$19.0$7.95$11.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.58$9.81$7.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.63$9.54$7.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.66$9.50$7.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.43$0.73$8.70$6.45