READING PARTNERS: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- READING PARTNERS (EIN 77-0568469)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-06-08
- IRS object ID
- 201121599349300322
- Schema version
- 2009v1.7
- 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 | 2011-06-08T14:03:35-05:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER LEWIS ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 ALMADEN BLVD STE 600 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770568469 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reading Partners | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | READ | NameControl |
| Phone | 5104449800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 Linden St No 202 | AddressLine1 |
| City | Oakland | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Lombardo | Name |
| Title | CEO | Title |
| Phone | 5104449800 | Phone |
| Date Signed | 2011-05-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Randy G Peterson CPA | Name |
| Phone | 4084941200 | Phone |
| Date Prepared | 2011-05-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael Lombardo | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 LINDEN ST 202 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1601161 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.readingpartners.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION PARTNERS WITH SCHOOLS TO PROVIDE ONE-ON-ONE LITERACY TUTORING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Nbr Volunteers | 1251 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1620367 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1489925 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 101367 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2534 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1137 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1617833 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1592429 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1304205 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1265560 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 146341 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 335917 | OtherExpensePriorYear |
| Other Expenses Current Year | 284042 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1640122 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1549602 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -22289 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42827 | RevenuesLessExpensesCY |
| Total Assets BOY | 879879 | TotalAssetsBOY |
| Total Assets EOY | 863558 | TotalAssetsEOY |
| Total Liabilities BOY | 51493 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 72641 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 828386 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 790917 | NetAssetsOrFundBalancesEOY |
| Mission Description | HELP CHILDREN BECOME LIFELONG READERS BY EMPOWERING COMMUNITIES TO PROVIDE INDIVIDUALIZED INSTRUCTION WITH MEASURABLE RESULTS. READING PARTNERS PROVIDES LITERACY INTERVENTION SERVICES TO ELEMENTARY SCHOOLS IN UNDER-RESOURCED COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1269563 | Expense |
| Revenue | 101367 | Revenue |
| Description | LITERACY INTERVENTION PROGRAM - In its core program, Reading Partners recruits and trains community volunteers to provide one-on-one tutoring for students both during the school day and after school. The Organization will take on a dedicated space at the school, transform it into a Reading Center, and place a full time staff member who will supervise all program services and serve as the liaison to classroom teachers. A typical Reading Center will serve between 30 and 90 students.The primary program component, one-on-one tutoring, is supplemented with parent and family involvement. Students enrolled in the Reading Partners program are seen twice per week for 45-minute one-on-one tutoring sessions with trained community volunteers. The session is comprised of a highly structured, research-based curriculum which allows volunteers with little background in education to be effective tutors.In the 2009-2010 school year, 89% of Reading Partners students successfully accelerated their progress in reading, with the average student gaining an entire grade level in reading skills for every 25 hours of tutoring received. 1240 students were served during the year. | Description |
| Total Program Service Expense | 1269563 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 38 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | matt aguiar | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5104449800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 linden st 202 | AddressLine1 |
| City | oakland | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LANCE FORS | ||||||
| CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 |
| steVE DOSTART | ||||||
| vICE CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 |
| scOTT ELLIS | ||||||
| tREASURER | 4.00 | X | X | 0 | 0 | 0 |
| Adam Rak | ||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 |
| Stephanie Cohen | ||||||
| mEMBER | 4.00 | X | 0 | 0 | 0 | |
| Ellen Kaye Fleishhacker | ||||||
| mEMBER | 4.00 | X | 0 | 0 | 0 | |
| Chris Nelle | ||||||
| mEMBER | 4.00 | X | 0 | 0 | 0 | |
| Cathy Dean | ||||||
| mEMBER | 4.00 | X | 0 | 0 | 0 | |
| Andrea Rice | ||||||
| mEMBER | 4.00 | X | 0 | 0 | 0 | |
| NINA SIMOSKO | ||||||
| MEMBER | 4.00 | X | 0 | 0 | 0 | |
| TANIA WILCOX | ||||||
| MEMBER | 4.00 | X | 0 | 0 | 0 | |
| MICHAEL LOMBARDO | ||||||
| CHIEF EXECUTIVE OFFICER | 60.00 | X | 87758 | 0 | 10089 | |
| MATT AGUIAR | ||||||
| CHIEF OPERATING OFFICER | 60.00 | X | 73872 | 0 | 3207 | |
| Nandi Gunning | ||||||
| Chief financial officer | 16.00 | X | 30303 | 0 | 1380 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 191933 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14676 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 78719 | GovernmentGrants |
| All Other Contributions | 1411206 | AllOtherContributions |
| Noncash Contributions | 91302 | NoncashContributions |
| Total Contributions | 1489925 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tutoring service fees | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 101367 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101367 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 101367 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 686 | TotalRevenueColumn |
| Exclusion | $686 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9183 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8732 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 451 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 451 | TotalRevenueColumn |
| Exclusion | $451 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1592429 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101367 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,137 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224833 | Total |
| Program Services | 149399 | ProgramServices |
| Management And General | 53932 | ManagementAndGeneral |
| Fundraising | 21502 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897819 | Total |
| Program Services | 790416 | ProgramServices |
| Management And General | 22278 | ManagementAndGeneral |
| Fundraising | 85125 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63578 | Total |
| Program Services | 56969 | ProgramServices |
| Management And General | 3010 | ManagementAndGeneral |
| Fundraising | 3599 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79330 | Total |
| Program Services | 62646 | ProgramServices |
| Management And General | 7426 | ManagementAndGeneral |
| Fundraising | 9258 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18000 | Total |
| Management And General | 18000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24757 | Total |
| Program Services | 13473 | ProgramServices |
| Management And General | 9334 | ManagementAndGeneral |
| Fundraising | 1950 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6574 | Total |
| Program Services | 3803 | ProgramServices |
| Management And General | 556 | ManagementAndGeneral |
| Fundraising | 2215 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75605 | Total |
| Program Services | 54663 | ProgramServices |
| Management And General | 9636 | ManagementAndGeneral |
| Fundraising | 11306 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30420 | Total |
| Program Services | 29484 | ProgramServices |
| Management And General | 482 | ManagementAndGeneral |
| Fundraising | 454 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43046 | Total |
| Program Services | 37045 | ProgramServices |
| Management And General | 3802 | ManagementAndGeneral |
| Fundraising | 2199 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2288 | Total |
| Program Services | 1336 | ProgramServices |
| Management And General | 522 | ManagementAndGeneral |
| Fundraising | 430 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15 | Total |
| Program Services | 11 | ProgramServices |
| Management And General | 2 | ManagementAndGeneral |
| Fundraising | 2 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63018 | Total |
| Program Services | 52777 | ProgramServices |
| Management And General | 2770 | ManagementAndGeneral |
| Fundraising | 7471 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2081 | Total |
| Program Services | 1711 | ProgramServices |
| Fundraising | 370 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| RECRUITING | 14249 | 14249 | ||
| Training | 1905 | 1445 | 460 | |
| miscellaneous expenses | 1216 | 136 | 1080 | |
| Repair and maintenance | 868 | 868 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1549602 | Total |
| Program Services | 1269563 | ProgramServices |
| Management And General | 133698 | ManagementAndGeneral |
| Fundraising | 146341 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235 | BOY |
| EOY | 150 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98147 | BOY |
| EOY | 336405 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 557773 | BOY |
| EOY | 208063 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3545 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13321 | BOY |
| EOY | 17048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 456595 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 176179 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201293 | BOY |
| EOY | 280416 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5565 | BOY |
| EOY | 19761 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1715 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 879879 | BOY |
| EOY | 863558 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51493 | BOY |
| EOY | 72641 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51493 | BOY |
| EOY | 72641 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278011 | BOY |
| EOY | 257376 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550375 | BOY |
| EOY | 533541 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828386 | BOY |
| EOY | 790917 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 879879 | BOY |
| EOY | 863558 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 458820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 574071 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1106937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1620367 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1489925 | CurrentTaxYear |
| Total | 5250120 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 458820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 574071 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1106937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1620367 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1489925 | CurrentTaxYear |
| Total | 5250120 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 762878 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4487242 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16653 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3325 | CurrentTaxYearMinus1Year |
| Current Tax Year | 686 | CurrentTaxYear |
| Total | 72876 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5322996 | TotalSupport |
| Gross Receipts From Admissions Etc | 101367 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84300 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87660 | 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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24883 | OtherCostOrOtherBasis |
| Depreciation | 17417 | Depreciation |
| Book Value | 7466 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 138628 | OtherCostOrOtherBasis |
| Depreciation | 67771 | Depreciation |
| Book Value | 70857 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 293084 | OtherCostOrOtherBasis |
| Depreciation | 90991 | Depreciation |
| Book Value | 202093 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 280416 | TotalOfBookValueLandBuildings |
| Total Revenue | 1592429 | TotalRevenue |
| Total Expenses | 1549602 | TotalExpenses |
| Excess Or Deficit For Year | 42827 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -296 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -80000 | PriorPeriodAdjustments |
| Total Adjustments | -80296 | TotalAdjustments |
| Excess Or Deficit Per FS | -37469 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2017173 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -296 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 425040 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 424744 | RevenueNotRptdF990 |
| Revenue Subtotal | 1592429 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1592429 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1974642 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 425040 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 425040 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1549602 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1549602 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | Uncertainty in Income Taxes - Effective August 1, 2009 the Organization implemented the new accounting requirements associated with uncertainty in income taxes. Accordingly, an entity shall initially recognize the financial statement effects of a tax position when it is more-likely-than-not, based on the technical merits, that the position will be sustained upon examination. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. The Organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. |
| Part XI line 7: Prior year adjustment Due to the expectation of significant future expansion of tutoring services paid for by schools and school districts the Organization has reviewed and amended its policies pertaining to accounting for these services. The Organization had previously accounted for tutoring services paid for by schools and school districts as restricted contributions in accordance with ASC 958 (formerly SFAS No. 116, Accounting for Contributions Received and Contributions Made). During the year ended July 31, 2010 the Organization revised its policy to account for tutoring services paid for by schools and school districts as exchange transactions and recognize the services as revenue in the period in which the service is provided. Management believes the revised policy better reflects the income of the Organization on an annual basis. The accounting change has been retrospectively applied to prior periods presented resulting in a decrease in temporarily restricted contributions and temporarily restricted net assets as of and for the year ended July 31, 2009 in the amount of $80,000. This revenue is now recognized instead in the fiscal year ended July 31, 2010. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 61890 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED FAIR VALUE | MethodOfDeterminingRevenues |
Intellectual Property IntellectualProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6384 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Estimated fair value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 23028 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED FAIR VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Board member Chris Nelle is the future father-in-law of COO, Matt Aguiar. |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS REVIEWED FOR ACCURACY AND COMPLETENESS BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE WILL PRESENT THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL. ANY QUESTIONS ARISING DURING THIS REVIEW PROCESS ARE RESOLVED PRIOR TO FILING OF THE FORM. |
| Form 990, Part VI, Section B, line 12c | A REVIEW OF THE CONFLICT OF INTEREST POLICY IS A PART OF THE MONTHLY CLOSE PROCEDURES. IN ADDITION, ON A ANNUAL BASIS THE ORGANIZATION REQUIRES THE BOARD MEMBERS TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY WHICH REQUIRES DISCLOSURES OF ANY CONFLICTS. |
| Form 990, Part VI, Section B, line 15 | THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND COO INCLUDES A REVIEW OF COMPENSATION SURVEYS AND A REVIEW OF COMPENSATION PAID BY OTHER ORGANIZATIONS OF SIMILAR SIZES FOR COMPARISON. THIS DATA IS PRESENTED TO THE BOARD, APPROVED AND DOCUMENTED IN THE MINUTES. To the extent possible, employees receive periodic performance reviews. Reviews are conducted approximately every 12 months, on or about the anniversary date of employment with the Organization. However, the frequency of performance evaluations may vary depending upon the length of service, job position, past performance, changes in job duties, or recurring performance problems. For FY 10 pay raises, Compensation Salary Surveys were utilized and Board approval was secured for the CEO, COO, CFO, Regional Program Director, and Associate Director of Development senior management positions. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THEIR WEBSITE AS WELL AS UPON REQUEST. |
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