Civic Intelligence

Elementary School Heads Association

EIN 04-2986702 • 501(c)3 • Sanford, NC

Profile

Annual Networking events, annual conference and leadership training for Heads of School

500 Westover Drive 4010Sanford, NC 27330-8941
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

90th percentile

$30,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-31%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-6.8%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$49,685

Down $22,765 (-31%) from 2023

Liabilities

Down

$65

Down $650 (-91%) from 2023

Net Assets

Up

$49,620

Up $48,905 (+6840%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin26th percentile

Revenue

Down

$137,835

Down $9,989 (-6.8%) from 2023

Expenses

Up

$159,950

Up $9,139 (+6.1%) from 2023

Net Income

Down

-$22,115

Down $19,128 (-640%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $58,406Liabilities 2011: $02011Assets 2012: $61,314Liabilities 2012: $02012Assets 2013: $56,629Liabilities 2013: $1,535Net Assets 2013: $55,0942013Assets 2014: $66,410Liabilities 2014: $2,145Net Assets 2014: $64,2652014Assets 2015: $71,443Liabilities 2015: $22015Assets 2016: $87,444Liabilities 2016: $6,5002016Assets 2017: $72,249Liabilities 2017: $02017Assets 2018: $30,643Liabilities 2018: $3,5002018Assets 2019: $3,685Liabilities 2019: $1,6692019Assets 2020: $29,993Liabilities 2020: $02020Assets 2021: $25,786Liabilities 2021: $87Net Assets 2021: $25,6992021Assets 2022: $3,702Liabilities 2022: $0Net Assets 2022: $3,7022022Assets 2023: $72,450Liabilities 2023: $715Net Assets 2023: $7152023Assets 2024: $49,685Liabilities 2024: $65Net Assets 2024: $49,6202024

Highlighted filing

2024

Assets$49,685
Liabilities$65
Net Assets$49,620
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $183,380Expenses 2011: $189,732Net Income 2011: -$6,3522011Revenue 2012: $220,144Expenses 2012: $217,236Net Income 2012: $2,9082012Revenue 2013: $205,455Expenses 2013: $211,675Net Income 2013: -$6,2202013Revenue 2014: $192,408Expenses 2014: $183,237Net Income 2014: $9,1712014Revenue 2015: $171,416Expenses 2015: $164,240Net Income 2015: $7,1762015Revenue 2016: $174,976Expenses 2016: $165,473Net Income 2016: $9,5032016Revenue 2017: $150,317Expenses 2017: $159,012Net Income 2017: -$8,6952017Revenue 2018: $151,795Expenses 2018: $196,901Net Income 2018: -$45,1062018Revenue 2019: $149,640Expenses 2019: $174,767Net Income 2019: -$25,1272019Revenue 2020: $89,891Expenses 2020: $61,914Net Income 2020: $27,9772020Revenue 2021: $73,679Expenses 2021: $77,973Net Income 2021: -$4,2942021Revenue 2022: $96,095Expenses 2022: $118,092Net Income 2022: -$21,9972022Revenue 2023: $147,824Expenses 2023: $150,811Net Income 2023: -$2,9872023Revenue 2024: $137,835Expenses 2024: $159,950Net Income 2024: -$22,1152024

Highlighted filing

2024

Revenue$137,835
Expenses$159,950
Net Income-$22,115
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,685
Liabilities
$65
Net assets
$49,620
Revenue
$137,835
Expenses
$159,950
Net income
-$22,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.38$1.60$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.01$1.48$1.51$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.96$1.18$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.74$0.78$0.04
2020Summary only. Only limited summary data is available for this year.$0.30$0.00$0.90$0.62$0.28
2019Summary only. Only limited summary data is available for this year.$0.04$0.02$1.50$1.75$0.25
2018Summary only. Only limited summary data is available for this year.$0.31$0.04$1.52$1.97$0.45
2017Summary only. Only limited summary data is available for this year.$0.72$0.00$1.50$1.59$0.09
2016Summary only. Only limited summary data is available for this year.$0.87$0.07$1.75$1.65$0.10
2015Summary only. Only limited summary data is available for this year.$0.71$0.00$1.71$1.64$0.07
2014Summary only. Only limited summary data is available for this year.$0.66$0.02$0.64$1.92$1.83$0.09
2013Summary only. Only limited summary data is available for this year.$0.57$0.02$0.55$2.05$2.12$0.06
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$2.20$2.17$0.03
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$1.83$1.90$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.0
Gross Receipts
$137,835
Mission and Program Overview

Mission

Held networking opportunities online. Provided Annual Conference in Seattle, WA in October 2022

Annual Networking events, annual conference and leadership training for Heads of School

Program Services

DescriptionGrantsExpenses
Held Networking Opportunities online. Provided Annual Conference in Austin, TX October 2024$0-
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lynn MaloneyExecutive DirectorPT$30,000-$30,000
arvind groverVice President-$0--
Rose HelmPresidentPT$0--
Ben KetchumTreasurer-$0--
Nola-Rae CronanSecretary-$0--
Elizabeth HofreuterPast President-$0--
Briel SchmitzTrustee-$0--
Jaylene Spain ThomasTrustee-$0--
Chris DowTrustee-$0--
John EvansTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elementary School Heads Association
EIN
04-2986702
Phone
5712759853
Address
500 WESTOVER DRIVE 4010, SANFORD, NC 27330-8941

Signing Officer

Name
Lynn Eberhardt
Title
Finance Director
Phone
5712759853
Signed
2025-11-16
Supplemental Narrative

Additional Explanations

Part II, Line 24

“Prepaid Conference Expenses”

Part II, Line 26

“Credit Card Bal”

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Joplin
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IRS990EZ/ExcessOrDeficitForYearAmt0-22115
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt072450
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IRS990EZ/GrossReceiptsAmt0137835
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt076210
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071735
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049620
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071735
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt030000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lynn Maloney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1arvind grover
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rose Helm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ben Ketchum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nola-Rae Cronan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Elizabeth Hofreuter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Briel Schmitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jaylene Spain Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Chris Dow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9John Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05000
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt091294
IRS990EZ/OtherRevenueTotalAmt0750
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Annual Networking events, annual conference and leadership training for Heads of School
IRS990EZ/PrintingPublicationsPostageAmt0890
IRS990EZ/ProgramServiceRevenueAmt036375
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt055326
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0715
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt065
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0159950
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0137835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt076210
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0750
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
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IRS990ScheduleA/Total509Grp/TotalAmt0528900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0137835
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prepaid Conference Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Credit Card Bal
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0Filed an extension in May. Took time to get accurate numbers.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynn Eberhardt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finance Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05712759853
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELEMENTARY SCHOOL HEADS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ELEM
ReturnHeader/Filer/EIN0042986702
ReturnHeader/Filer/PhoneNum05712759853
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 WESTOVER DRIVE 4010
ReturnHeader/Filer/USAddress/CityNm0SANFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0273308941
ReturnHeader/ReturnTs02025-11-16T13:47:11Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits