THE INSTITUTE FOR EXCELLENCE IN EDUCATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE INSTITUTE FOR EXCELLENCE IN EDUCATION (EIN 38-3635927)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-08
- IRS object ID
- 201113129349300431
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-11-08T12:06:39-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383635927 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 9897742999 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 UNIVERSITY PARK | AddressLine1 |
| City | MT PLEASANT | City |
| State | MI | State |
| ZIP Code | 48858 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES GOENNER | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 9897742999 | Phone |
| Date Signed | 2011-10-24 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS COULTER | Name |
| Phone | 9894636108 | Phone |
| Date Prepared | 2011-10-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL CHARTER SCHOOLS INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES GOENNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 UNIVERSITY PARK | AddressLine1 |
| City | MT PLEASANT | City |
| State | MI | State |
| ZIP Code | 48858 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1546355 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHARTERINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 501000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 801000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 387292 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 705617 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1767 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3631 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 19961 | OtherRevenuePriorYear |
| Other Revenue Current Year | 19133 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 910020 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1529381 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 567945 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 628301 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 376151 | OtherExpensePriorYear |
| Other Expenses Current Year | 408773 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 944096 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1037074 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -34076 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 492307 | RevenuesLessExpensesCY |
| Total Assets BOY | 656846 | TotalAssetsBOY |
| Total Assets EOY | 1220382 | TotalAssetsEOY |
| Total Liabilities BOY | 88683 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 159912 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 568163 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1060470 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 229613 | Expense |
| Revenue | 275417 | Revenue |
| Description | PROGRAM SERVICES INCLUDES BOARD POLICY SERVICES, ADMINISTRATIVE GUIDELINES, AND UPDATE SERVICES. BOARD POLICY SERVICES - 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. THE INSTITUTE PROVIDED THIS SERVICE TO 23 CLIENTS IN THE CURRENT FISCAL YEAR. ADMINISTRATIVE GUIDELINES AND FORMS - THIS PROGRAM COMPLIMENTS THE BOARD POLCY SERVICE BY PROVIDING SCHOOL ADMINISTRATORS WITH WRITTEN ADMINISTRATIVE GUIDELINES TO HELP ENSURE CONSISTENT IMPLEMENTATION OF BOARD POLICIES. THE INSTITUTE PROVIDED THIS SERVICE TO 7 CLIENTS IN THE CURRENT FISCAL YEAR. UPDATE SERVICES - THIS PROGRAM WAS DEVELOPED TO HELP KEEP SCHOOL BOARDS CURRENT WITH APPLICABLE LAWS, RULES AND PRACTICES. THE INSTITUTE PROVIDED THIS SERVICE TO 120 CLIENTS DURING THE CURRENT FISCAL YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 340175 | Expense |
| Revenue | 374529 | Revenue |
| Description | TECHNICAL ASSISTANCE - THE INSTITUTE IS COMMITTED TO PROVIDING THE LATEST DEVELOPMENTS AND EFFECTIVE STRATEGIES TO ASSIST CHARTER PUBLIC SCHOOLS. THIS CORE SERVICE AREA INCLUDES THE TRANSFERENCE OF HANDS-ON, EXPERT ASSISTANCE FOR THE APPLICATION OF BENCHMARK PRACTICES, RESEARCH AND INNOVATIONS AMONG EDUCATIONS ACROSS THE NATION. THE INSTITUTE PROVIDED 21 CLIENTS WITH THIS SERVICE IN THE CURRENT FISCAL YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1330 | Expense |
| Revenue | 23095 | Revenue |
| Description | MANAGEMENT AND LEADERSHIP TRAINING - THE INSTITUTE OFFERS COMPREHENSIVE CHARTER SCHOOL BOARD GOVERNANCE TRAINING. CHARTER SCHOOL BOARD TRAINING IS TARGETED TO MEET THE NEEDS OF CHARTER SCHOOL BOARDS AND ADMINISTRATORS. THE INSTITUTE PROVIDED THIS SERVICE TO 9 CLIENTS IN THE CURRENT FISCAL YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 571118 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JACKIE MULLIKIN | NamePerson |
| Telephone Number | 9897742999 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 UNIVERSITY PARK | AddressLine1 |
| City | MT PLEASANT | City |
| State | MI | State |
| ZIP Code | 48858 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JACKIE MULLIKIN | ||||||
| SECRETARY | 40.00 | X | 53743 | 0 | 0 | |
| MR W SIDNEY SMITH | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |
| MS SHARON WISE | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| MR GERALD G PALL | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| MR RICHARD A HAZLETON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MS CARMEN N'NAMDI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN M WILBUR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR GEORGE ROSS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANGIE IRWIN | ||||||
| INTERIM PRES | 40.00 | 80843 | 0 | 0 | X | |
| JAMES GOENNER | ||||||
| PRESIDENT/CE | 40.00 | 25000 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 159586 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RED CEDAR | |||||
| 2310 SCIENCE PARKWAY | OKEMOS | MI | 48864 | SOFTWARE | 147587 |
| CENTRAL MICHIGAN UNIVERSITY | |||||
| WARRINER HALL | MT PLEASANT | MI | 48859 | CONTRACT EMPLOY | 132973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 500000 | GovernmentGrants |
| All Other Contributions | 301000 | AllOtherContributions |
| Total Contributions | 801000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TECHNICAL ASSISTANCE | 374529 | 374529 |
| UPDATE SERVICES | 187667 | 187667 |
| BOARD POLICY SERVICES | 71788 | 71788 |
| BOARD ESSENTIALS | 32575 | 32575 |
| TOOLS FOR THE TRADE | 23095 | 23095 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15963 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15963 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 705617 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3631 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3631 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 35841 | GrossSalesOfInventory |
| Cost Of Goods Sold | 16974 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18867 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Total Revenue Column | 266 | TotalRevenueColumn |
| Related Or Exempt Function Income | 266 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 266 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1529381 | TotalRevenueColumn |
| Related Or Exempt Function Income | 728381 | RelatedOrExemptFunctionIncome |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500047 | Total |
| Program Services | 345539 | ProgramServices |
| Management And General | 154508 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25356 | Total |
| Program Services | 15594 | ProgramServices |
| Management And General | 9762 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75546 | Total |
| Program Services | 48250 | ProgramServices |
| Management And General | 27296 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27352 | Total |
| Program Services | 18783 | ProgramServices |
| Management And General | 8569 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13447 | Total |
| Program Services | 4500 | ProgramServices |
| Management And General | 8947 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9880 | Total |
| Management And General | 9880 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147137 | Total |
| Program Services | 107248 | ProgramServices |
| Management And General | 39889 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16253 | Total |
| Management And General | 16253 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23984 | Total |
| Program Services | 4945 | ProgramServices |
| Management And General | 19039 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41125 | Total |
| Management And General | 41125 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54752 | Total |
| Program Services | 21549 | ProgramServices |
| Management And General | 33203 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2888 | Total |
| Program Services | 219 | ProgramServices |
| Management And General | 2669 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52953 | Total |
| Management And General | 52953 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7423 | Total |
| Management And General | 7423 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| COMPUTER OPERATIONS | 21612 | 4491 | 17121 |
| BAD DEBT WRITE OFF | 8000 | 8000 | |
| EQUIP. FURSHINGS, SOFTWAR | 3326 | 3326 | |
| LEASE EXPENSE EQUIPMENT | 2696 | 2696 | |
| SUBSCRIPTIONS AND PUBLICA | 1568 | 1568 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1729 | Total |
| Management And General | 1729 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1037074 | Total |
| Program Services | 571118 | ProgramServices |
| Management And General | 465956 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31883 | BOY |
| EOY | -445 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138155 | BOY |
| EOY | 419286 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90910 | BOY |
| EOY | 90910 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114476 | BOY |
| EOY | 250343 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29581 | BOY |
| EOY | 7854 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11985 | BOY |
| EOY | 13674 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 92378 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 68436 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10642 | BOY |
| EOY | 23942 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229214 | BOY |
| EOY | 414818 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 656846 | BOY |
| EOY | 1220382 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44098 | BOY |
| EOY | 129786 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44585 | BOY |
| EOY | 30126 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88683 | BOY |
| EOY | 159912 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536163 | BOY |
| EOY | 1034470 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32000 | BOY |
| EOY | 26000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568163 | BOY |
| EOY | 1060470 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 656846 | BOY |
| EOY | 1220382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 492307 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 625466 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 556709 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 525000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 500000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 801000 | CurrentTaxYear |
| Total | 3008175 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7995 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8066 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8375 | CurrentTaxYearMinus1Year |
| Total | 32232 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 633262 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 564704 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 533066 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 508375 | CurrentTaxYearMinus1Year |
| Current Tax Year | 801000 | CurrentTaxYear |
| Total | 3040407 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3040407 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2879 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6466 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1767 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3631 | CurrentTaxYear |
| Total | 18688 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2127 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 594 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1313 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 679 | CurrentTaxYearMinus1Year |
| Current Tax Year | 266 | CurrentTaxYear |
| Total | 4979 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3064074 | TotalSupport |
| Gross Receipts From Admissions Etc | 745355 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43848 | OtherCostOrOtherBasis |
| Depreciation | 20219 | Depreciation |
| Book Value | 23629 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48530 | OtherCostOrOtherBasis |
| Depreciation | 48217 | Depreciation |
| Book Value | 313 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23942 | TotalOfBookValueLandBuildings |
| Total Revenue | 1529381 | TotalRevenue |
| Total Expenses | 1037074 | TotalExpenses |
| Excess Or Deficit For Year | 492307 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 492307 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1529381 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 1529381 | RevenueSubtotal |
| Total Revenue Per Form990 | 1529381 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1037074 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1037074 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1037074 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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. |
| FIRST ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | HELP ENSURE CONSISTENT IMPLEMENTATION OF BOARD POLICIES. THE INSTITUTE PROVIDED THIS SERVICE TO 7 CLIENTS IN THE CURRENT FISCAL YEAR. UPDATE SERVICES - THIS PROGRAM WAS DEVELOPED TO HELP KEEP SCHOOL BOARDS CURRENT WITH APPLICABLE LAWS, RULES AND PRACTICES. THE INSTITUTE PROVIDED THIS SERVICE TO 120 CLIENTS DURING THE CURRENT FISCAL YEAR. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ABSTAIN FROM VOTING ON MATTERS WHERE A CONFLICT OF INTEREST EXISTS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | UPPER MANAGEMENT SALARIES ARE APPROVED BY THE PRESIDENT AND/OR BOARD. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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