Civic Intelligence

Pine Lake Preparatory

EIN 06-1796895 • 501(c)3 • Mooresville, NC

Profile

Operation of a public charter school.

104 Yellow Wood CircleMooresville, NC 28115-6100

www.pinelakeprep.org

Siviq Scores

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

Liabilities / Assets

99th percentile

1.32x

Higher debt load relative to assets than 99% of similar nonprofits.

NTEE B • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

2.73x

Higher debt load relative to revenue than 77% of similar nonprofits.

NTEE B • $25M-$50M nonprofits • Source year 2024

Net Margin

44th percentile

1.8%

Higher net margin than 44% of similar nonprofits.

NTEE B • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$166,848

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

NTEE B • $25M-$50M nonprofits • Source year 2024

Asset Growth

39th percentile

1.0%

Faster asset growth than 39% of similar nonprofits.

NTEE B • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

2.5%

Faster revenue growth than 34% of similar nonprofits.

NTEE B • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$46,052,591

Up $462,971 (+1.0%) from 2023

Liabilities

Up

$60,769,675

Up $64,022 (+0.1%) from 2023

Net Assets

Up

-$14,717,084

Up $398,949 (+2.6%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin44th percentile

Revenue

Up

$22,250,779

Up $536,431 (+2.5%) from 2023

Expenses

Up

$21,851,830

Up $1,871,253 (+9.4%) from 2023

Net Income

Down

$398,949

Down $1,334,822 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$100M$50M$0-$50MAssets 2011: $22,227,124Liabilities 2011: $20,190,793Net Assets 2011: $2,036,3312011Assets 2012: $22,483,492Liabilities 2012: $19,074,657Net Assets 2012: $3,408,8352012Assets 2013: $24,808,127Liabilities 2013: $19,468,809Net Assets 2013: $5,339,3182013Assets 2014: $25,816,792Liabilities 2014: $19,306,324Net Assets 2014: $6,510,4682014Assets 2015: $28,272,001Liabilities 2015: $22,872,867Net Assets 2015: $5,399,1342015Assets 2016: $40,370,392Liabilities 2016: $36,677,308Net Assets 2016: $3,693,0842016Assets 2017: $42,546,508Liabilities 2017: $39,476,443Net Assets 2017: $3,070,0652017Assets 2018: $43,855,341Liabilities 2018: $63,826,076Net Assets 2018: -$19,970,7352018Assets 2019: $43,934,849Liabilities 2019: $63,384,842Net Assets 2019: -$19,449,9932019Assets 2020: $44,914,442Liabilities 2020: $64,773,123Net Assets 2020: -$19,858,6812020Assets 2021: $43,880,592Liabilities 2021: $63,720,069Net Assets 2021: -$19,839,4772021Assets 2022: $43,324,550Liabilities 2022: $60,174,354Net Assets 2022: -$16,849,8042022Assets 2023: $45,589,620Liabilities 2023: $60,705,653Net Assets 2023: -$15,116,0332023Assets 2024: $46,052,591Liabilities 2024: $60,769,675Net Assets 2024: -$14,717,0842024

Highlighted filing

2024

Assets$46,052,591
Liabilities$60,769,675
Net Assets-$14,717,084
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $11,189,786Expenses 2011: $9,806,243Net Income 2011: $1,383,5432011Revenue 2012: $11,833,779Expenses 2012: $10,461,275Net Income 2012: $1,372,5042012Revenue 2013: $12,846,916Expenses 2013: $10,751,754Net Income 2013: $2,095,1622013Revenue 2014: $12,705,060Expenses 2014: $11,533,910Net Income 2014: $1,171,1502014Revenue 2015: $14,001,623Expenses 2015: $12,671,401Net Income 2015: $1,330,2222015Revenue 2016: $14,848,782Expenses 2016: $16,554,832Net Income 2016: -$1,706,0502016Revenue 2017: $16,057,906Expenses 2017: $16,680,925Net Income 2017: -$623,0192017Revenue 2018: $17,020,206Expenses 2018: $18,228,974Net Income 2018: -$1,208,7682018Revenue 2019: $17,966,146Expenses 2019: $17,445,404Net Income 2019: $520,7422019Revenue 2020: $17,860,192Expenses 2020: $18,268,880Net Income 2020: -$408,6882020Revenue 2021: $18,139,159Expenses 2021: $18,119,955Net Income 2021: $19,2042021Revenue 2022: $21,899,854Expenses 2022: $18,910,181Net Income 2022: $2,989,6732022Revenue 2023: $21,714,348Expenses 2023: $19,980,577Net Income 2023: $1,733,7712023Revenue 2024: $22,250,779Expenses 2024: $21,851,830Net Income 2024: $398,9492024

Highlighted filing

2024

Revenue$22,250,779
Expenses$21,851,830
Net Income$398,949
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$46,052,591
Liabilities
$60,769,675
Net assets
-$14,717,084
Revenue
$22,250,779
Expenses
$21,851,830
Net income
$398,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$60.8$14.7$22.3$21.9$0.40
2023Detailed filing. Detailed filing data is available for this year.$45.6$60.7$15.1$21.7$20.0$1.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$60.2$16.8$21.9$18.9$2.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$63.7$19.8$18.1$18.1$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.9$64.8$19.9$17.9$18.3$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$63.4$19.4$18.0$17.4$0.52
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.9$63.8$20.0$17.0$18.2$1.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$39.5$3.07$16.1$16.7$0.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$36.7$3.69$14.8$16.6$1.71
2015Detailed filing. Detailed filing data is available for this year.$28.3$22.9$5.40$14.0$12.7$1.33
2014Detailed filing. Detailed filing data is available for this year.$25.8$19.3$6.51$12.7$11.5$1.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$19.5$5.34$12.8$10.8$2.10
2012Summary only. Only limited summary data is available for this year.$22.5$19.1$3.41$11.8$10.5$1.37
2011Summary only. Only limited summary data is available for this year.$22.2$20.2$2.04$11.2$9.81$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$22,250,779
Mission and Program Overview

Mission

Operation of a public charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$27,804,000$26,446,254▼ $1,357,746
Cash and Non-Interest-Bearing Accounts$6,401,702$7,158,662▲ $756,960
Savings and Temporary Cash Investments$2,637,942$2,673,760▲ $35,818
Accounts Receivable$50,283$41,869▼ $8,414
Prepaid Expenses and Deferred Charges$1,619$6,851▲ $5,232
Total Assets$45,589,620$46,052,591▲ $462,971
Other Assets Total$8,694,074$9,725,195▲ $1,031,121
Liabilities
Mortgage Notes Payable Secured by Investment Property$30,220,806$29,388,858▼ $831,948
Other Liabilities$23,123,946$26,352,511▲ $3,228,565
Deferred Revenue$7,327,735$4,873,566▼ $2,454,169
Accounts Payable and Accrued Expenses$33,166$154,740▲ $121,574
Total Liabilities$60,705,653$60,769,675▲ $64,022
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-15,116,033$-14,717,084▲ $398,949
Total Net Assets Fund Balance$-15,116,033$-14,717,084▲ $398,949
Total Liabilities and Net Assets / Fund Balance$45,589,620$46,052,591▲ $462,971

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,939,906$14,914,813$36,854,719
Equipment$1,167,702$4,587,066$5,754,768
Land$3,338,646-$3,338,646
Other Assets Org$9,725,195--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Andrew MoceriAdministratorFT$166,848$166,848
Tim HoffmanPrincipalFT$136,049$136,049
Shelly SimsPrincipalFT$116,529$116,529
Lori ReuterOfficerFT$112,547$112,547
Sherri FletcherOfficerFT$106,517$106,517

Board Members and Trustees

NameTitle
Frederick ShilmoverChairperson
Eduardo HaynesVice Chair
Brianne JohnsonBoard Member
Caroline MonesBoard Member
Dorothy GormanBoard Member
Lauren MillovitschBoard Member
Manish JainBoard Member
Arlene MuSecretary
Robert PetersonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Skyline Services USACustodial Services760 W Fire Tower Road Suite 107-124, Winterville, NC 28590$138,147
Hickory Sheet Metal Co IncInstall A/C UnitsPO Box 2049, Hickory, NC 28603$108,180
Revenue and Support

Revenue Composition

Contributions and Grants
$1,283,141
Program Service Revenue
$20,967,638
Investment Income
$0
Other Revenue
$0
All Other Contributions
$818,631
Change in Net Assets
$398,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,250,779
Total Revenue per Audited Statements
$22,250,779
Total Revenue per Form 990
$22,250,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,515,802
Other Expenses$6,336,028
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,013,401$939,214-$10,952,615
Pension Plan Contributions$2,265,777$169,462-$2,435,239
Depreciation Depletion$1,374,335$343,584-$1,717,919
Interest-$1,418,834-$1,418,834
Other Employee Benefits$1,208,654$79,086-$1,287,740
Payroll Taxes$771,541$68,667-$840,208
Occupancy$430,156$107,539-$537,695
Advertising-$330,930-$330,930
Fees for Services Legal-$92,823-$92,823
Insurance-$87,012-$87,012
Fees for Services Accounting-$10,205-$10,205
Other Expenses$-141,790$106,960-$-141,790
Total Functional Expenses$17,695,403$4,156,427$0$21,851,830

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,851,830
Total Expenses per Audited Statements$21,851,830
Total Expenses per Form 990$21,851,830
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$15,527,392
Federal income taxes$10,825,119
Net OPEB Liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board treasurer reviews 990 and reports to the board of directors prior to filing.”

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

“Each board member is required to execute a conflict of interest statement and confidentiality agreement annually. Any potential conflict of interest is reviewed and resolved by the board of directors.”

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

“Compensation for top officials is approved by the board of directors and is based on review of area comparability data and the experience and expertise of the individual.”

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

“Compensation for key employees is approved by the board of directors and is based on review of area comparability data and the experience and expertise of the individual.”

Form 990, Part VI, Section C, Line 19

“Governing documents, school policies and financial statements are available for viewing by the public at the Schools office upon request.”

Filing and Contact Details

Filer

Filer Name
Pine Lake Preparatory
EIN
06-1796895
Phone
7042345310
Address
104 Yellow Wood Circle, Mooresville, NC 28115-6100

Signing Officer

Name
Bobby Peterson
Title
Board Treasurer
Phone
7042345310
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bobby Peterson
Formed
2006
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
298
Volunteers
500

Preparer

Firm
Rebekah Barr CPA PC
Address
2505-B Nash Street NW, Wilson, NC 27896
Preparer
Rebekah T Barr
Phone
2522946920
Raw XML AppendixShowing 400 of 513 raw XML fields

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

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IRS990/Form990PartVIISectionAGrp/PersonNm1Tim Hoffman
IRS990/Form990PartVIISectionAGrp/PersonNm2Shelly Sims
IRS990/Form990PartVIISectionAGrp/PersonNm3Lori Reuter
IRS990/Form990PartVIISectionAGrp/PersonNm4Sherri Fletcher
IRS990/Form990PartVIISectionAGrp/PersonNm5Frederick Shilmover
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