THE INSTITUTE FOR EXCELLENCE IN EDUCATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE INSTITUTE FOR EXCELLENCE IN EDUCATION (EIN 38-3635927)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-13
- IRS object ID
- 201433179349303978
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T13:28:48-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 248 | AddressLine1 |
| City | ALMA | City |
| State | MI | State |
| ZIP Code | 48801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383635927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARTER SCHOOLS DEVELOPMENT & | BusinessNameLine1 |
| Business Name Line2 | PERFORMANCE INSTITUTE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 9893173510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 WEST PICKARD STREET | AddressLine1 |
| City | MT PLEASANT | City |
| State | MI | State |
| ZIP Code | 48858 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES GOENNER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9893173510 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS COULTER | PreparerPersonNm |
| PTIN | P00039190 | PTIN |
| Phone | 9894636108 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL CHARTER SCHOOLS INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES GOENNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 WEST PICKARD STREET | AddressLine1 |
| City | MT PLEASANT | City |
| State | MI | State |
| ZIP Code | 48858 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,219,809 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARTERINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE NATIONAL CHARTER SCHOOLS INSTITUE EXISTS TO DRIVE EXCELLENCE IN EDUCATION. WE CAPTURE HEARTS AND MINDS, INFLUENCE POLICY AND PRACTICE, AND DELIVER WORLD CLASS PROGRAMS, TOOLS AND SERVICES THAT HELP PEOPLE WIN FOR KIDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $801,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $800,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,469,454 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,407,289 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47 | PYInvestmentIncomeAmt |
| CY Investment Income | $4 | CYInvestmentIncomeAmt |
| PY Other Revenue | $218,154 | PYOtherRevenueAmt |
| CY Other Revenue | $8,172 | CYOtherRevenueAmt |
| PY Total Revenue | $4,488,655 | PYTotalRevenueAmt |
| CY Total Revenue | $5,215,465 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,245,992 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,865,790 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,190,967 | PYOtherExpensesAmt |
| CY Other Expenses | $1,458,662 | CYOtherExpensesAmt |
| PY Total Expenses | $4,436,959 | PYTotalExpensesAmt |
| CY Total Expenses | $5,324,452 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $51,696 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$108,987 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,747,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,072,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,031,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,030,139 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,715,964 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,042,536 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NATIONAL CHARTER SCHOOLS INSTITUE EXISTS TO DRIVE EXCELLENCE IN EDUCATION. WE CAPTURE HEARTS AND MINDS, INFLUENCE POLICY AND PRACTICE, AND DELIVER WORLD CLASS PROGRAMS, TOOLS AND SERVICES THAT HELP PEOPLE WIN FOR KIDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $449,252 | ExpenseAmt |
| Revenue | $430,160 | RevenueAmt |
| Desc | BOARD GOVERNANCE AND OPERATIONS: SERVICES INCLUDE BOARD POLICY SERVICES, ADMINISTRATIVE GUIDELINES, BOARD TRAINING, AND POLICY UPDATES. THE INSTITUTE PROVIDES CHARTER PUBLIC SCHOOL BOARDS WITH A SERVICE TO CREATE THEIR OWN SCHOOL POLICY MANUAL, ENSURING MANUALS ARE APPLICABLE TO CURRENT STATE AND FEDERAL STATUTES AND REGULATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,958,531 | ExpenseAmt |
| Revenue | $3,816,615 | RevenueAmt |
| Desc | CONSULTING, COACHING AND TRAINING: THE INSTITUTE PROVIDES A CUSTOMIZED PROGRAM OF COACHING, TRAINING AND PROFESSIONAL DEVELOPMENT WHICH ADDRESSES THE NEEDS OF INDIVIDUAL SCHOOLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $195,107 | ExpenseAmt |
| Revenue | $188,115 | RevenueAmt |
| Desc | E360 SOFTWARE ACCESS: THE INSTITUTE PROVIDES A SOFTWARE TOOL, ELEVATE360, THAT PROVIDES TEACHERS, STUDENTS AND PARENTS WITH THE INFORMATION THEY NEED TO MONITOR ACADEMIC PREPARATION. BY GENERATING APPLES-TO-APPLES GROWTH AND ACHIEVEMENT COMPARISONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,602,890 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE MULLIKIN | PersonNm |
| Phone | 9893173510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 WEST PICKARD STREET | AddressLine1 |
| City | MT PLEASANT | City |
| State | MI | State |
| ZIP Code | 48858 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MR W SIDNEY SMITH | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS SHARON WISE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR GERALD G PALL | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR RICHARD A HAZLETON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS CARMEN N'NAMDI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN M WILBUR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR GEORGE ROSS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BARRETT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES GOENNER | ||||||
| PRESIDENT/CE | 40.00 | $169,654 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $169,654 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAULKNER TECH | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6411 MONROE ROAD | AddressLine1 |
| City | OLIVET | City |
| State | MI | State |
| ZIP Code | 49076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SOFTWARE | ServicesDesc |
| Compensation | $491,644 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $500,000 | GovernmentGrantsAmt |
| All Other Contributions | $300,000 | AllOtherContributionsAmt |
| Total Contributions | $800,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| SCHOOL IMPOROVEMENT | $3,470,549 | $3,470,549 |
| BOARD GOVERNANCE & OPERATIONS | $430,160 | $430,160 |
| SCHOOL DEV & OPERATIONS | $191,512 | $191,512 |
| STUDENT GROWTH & ACHIEVEMENT | $186,818 | $186,818 |
| AUTHORIZING & ACCOUNTABILITY | $69,000 | $69,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,407,289 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4 | TotalRevenueColumnAmt |
| Exclusion | $4 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,174 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,344 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,830 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $342 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $342 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $342 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,215,465 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,415,461 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,654 | TotalAmt |
| Program Services | $145,902 | ProgramServicesAmt |
| Management And General | $23,752 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,977,854 | TotalAmt |
| Program Services | $2,782,854 | ProgramServicesAmt |
| Management And General | $195,000 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,781 | TotalAmt |
| Program Services | $213,281 | ProgramServicesAmt |
| Management And General | $27,500 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,097 | TotalAmt |
| Program Services | $200,812 | ProgramServicesAmt |
| Management And General | $39,285 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,404 | TotalAmt |
| Program Services | $194,404 | ProgramServicesAmt |
| Management And General | $43,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,304 | TotalAmt |
| Program Services | $61,843 | ProgramServicesAmt |
| Management And General | $15,461 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,003 | TotalAmt |
| Management And General | $20,003 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,612 | TotalAmt |
| Program Services | $75,127 | ProgramServicesAmt |
| Management And General | $7,485 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,795 | TotalAmt |
| Program Services | $64,381 | ProgramServicesAmt |
| Management And General | $6,414 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,932 | TotalAmt |
| Program Services | $125,435 | ProgramServicesAmt |
| Management And General | $12,497 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,876 | TotalAmt |
| Program Services | $49,904 | ProgramServicesAmt |
| Management And General | $4,972 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,162 | TotalAmt |
| Program Services | $459,394 | ProgramServicesAmt |
| Management And General | $45,768 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,773 | TotalAmt |
| Program Services | $30,713 | ProgramServicesAmt |
| Management And General | $3,060 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,150 | TotalAmt |
| Program Services | $2,700 | ProgramServicesAmt |
| Management And General | $71,450 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,241 | TotalAmt |
| Program Services | $149,729 | ProgramServicesAmt |
| Management And General | $198,512 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,814 | TotalAmt |
| Program Services | $46,411 | ProgramServicesAmt |
| Management And General | $7,403 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,324,452 | TotalAmt |
| Program Services | $4,602,890 | ProgramServicesAmt |
| Management And General | $721,562 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,695 | BOYAmt |
| EOY | $422,202 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,266 | BOYAmt |
| EOY | $8,271 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,905 | BOYAmt |
| EOY | $90,910 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,367 | BOYAmt |
| EOY | $522,558 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,554 | BOYAmt |
| EOY | $7,862 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,735 | BOYAmt |
| EOY | $61,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $808,094 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $484,480 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,715 | BOYAmt |
| EOY | $323,614 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,871 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,413,519 | BOYAmt |
| EOY | $2,635,572 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,747,627 | BOYAmt |
| EOY | $4,072,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,265 | BOYAmt |
| EOY | $725,730 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,581 | BOYAmt |
| EOY | $228,268 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,177,817 | BOYAmt |
| EOY | $1,076,141 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,031,663 | BOYAmt |
| EOY | $2,030,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,964 | BOYAmt |
| EOY | $2,042,536 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,964 | BOYAmt |
| EOY | $2,042,536 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,747,627 | BOYAmt |
| EOY | $4,072,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$108,987 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $435,559 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $500,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $801,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,158,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $801,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $800,000 | CurrentTaxYearAmt |
| Total | $4,060,000 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,375 | CurrentTaxYearMinus4YearsAmt |
| Total | $8,375 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $508,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $801,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,158,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $801,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $800,000 | CurrentTaxYearAmt |
| Total | $4,068,375 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,068,375 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4 | CurrentTaxYearAmt |
| Total | $7,088 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $342 | CurrentTaxYearAmt |
| Total | $1,837 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,077,300 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,419,805 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE 1,837 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,090 | DepreciationAmt |
| Book Value | $3,187 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $333,056 | OtherCostOrOtherBasisAmt |
| Depreciation | $278,027 | DepreciationAmt |
| Book Value | $55,029 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $468,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,363 | DepreciationAmt |
| Book Value | $265,398 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $323,614 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $5,215,465 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $5,215,465 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $5,215,465 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,324,452 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,324,452 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,324,452 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES GOENNER | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $169,654 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $169,654 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE NATIONAL CHARTER SCHOOLS INSTITUE EXISTS TO DRIVE EXCELLENCE IN EDUCATION. WE CAPTURE HEARTS AND MINDS, INFLUENCE POLICY AND PRACTICE, AND DELIVER WORLD CLASS PROGRAMS, TOOLS AND SERVICES THAT HELP PEOPLE WIN FOR KIDS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WILL FIRST BE REVIEWED BY THE DIRECTOR OF ADMINISTRATION AND THE FINANCIAL MANAGER. THEN THE FORM 990 WILL BE REVIEWED BY THE PRESIDENT/CEO. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ABSTAIN FROM VOTING ON MATTERS WHERE A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | UPPER MANAGEMENT SALARIES ARE APPROVED BY THE PRESIDENT AND/OR BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | REORGANIZATION OF CORPORATE COMPUTER 435,559 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE COMPUTER INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 W PICKARD ST SUITE M | AddressLine1 |
| City | MT PLEASANT | City |
| State | MI | State |
| ZIP Code | 48858 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383014020 | EIN |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE COMPUTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $473,878 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL | MethodOfAmountDeterminationTxt |
Comments