Civic Intelligence

Byron Fellowship Educational Foundation Inc

990PF • Fiscal year 2022 • EIN 20-1446511

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 24, 2023

2133 Garden View LnWeddington, NC 28104-8062

(317) 710-4406

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2022

Net Margin

84th percentile

63%

Higher net margin than 84% of similar nonprofits.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2022

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

20%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,248,520

Up $213,591 (+21%) from 2021

Net Assets

Up

$1,248,520

Up $213,591 (+21%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$339,548

Up $56,017 (+20%) from 2021

Expenses

Up

$125,957

Up $709 (+0.6%) from 2021

Net Income

Up

$213,591

Up $55,308 (+35%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $227,491Liabilities 2015: $0Net Assets 2015: $227,4912015Assets 2016: $353,267Liabilities 2016: $0Net Assets 2016: $353,2672016Assets 2017: $474,236Liabilities 2017: $0Net Assets 2017: $474,2362017Assets 2019: $833,231Liabilities 2019: $0Net Assets 2019: $833,2312019Assets 2020: $876,646Liabilities 2020: $0Net Assets 2020: $876,6462020Assets 2021: $1,034,929Liabilities 2021: $0Net Assets 2021: $1,034,9292021Assets 2022: $1,248,520Liabilities 2022: $0Net Assets 2022: $1,248,5202022Assets 2023: $2,151,909Liabilities 2023: $0Net Assets 2023: $2,151,9092023Assets 2024: $3,301,639Liabilities 2024: $0Net Assets 2024: $3,301,6392024

Highlighted filing

2022

Assets$1,248,520
Liabilities$0
Net Assets$1,248,520

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Revenue 2015: $252,031Expenses 2015: $62,082Net Income 2015: $189,9492015Revenue 2016: $225,000Expenses 2016: $99,224Net Income 2016: $125,7762016Revenue 2017: $225,000Expenses 2017: $104,031Net Income 2017: $120,9692017Revenue 2019: $355,782Expenses 2019: $116,962Net Income 2019: $238,8202019Revenue 2020: $228,338Expenses 2020: $184,923Net Income 2020: $43,4152020Revenue 2021: $283,531Expenses 2021: $125,248Net Income 2021: $158,2832021Revenue 2022: $339,548Expenses 2022: $125,957Net Income 2022: $213,5912022Revenue 2023: $1,125,100Expenses 2023: $221,711Net Income 2023: $903,3892023Revenue 2024: $1,423,344Expenses 2024: $268,417Net Income 2024: $1,154,9272024

Highlighted filing

2022

Revenue$339,548
Expenses$125,957
Net Income$213,591
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 24, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK W BOYCEDirector-$0--
JILL M BOYCEDirector-$0--
BRIAN J TUOHYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Byron Fellowship Educational
EIN
20-1446511
Phone
3177104406
Address
2133 GARDEN VIEW LN, WEDDINGTON, NC 28104-8062

Signing Officer

Name
Mark W Boyce
Title
Director
Phone
7049369624
Signed
2023-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Somerset
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Charles J Naber Jr CPA
Phone
3174722200
Raw XML AppendixShowing 400 of 420 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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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02133 GARDEN VIEW LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEDDINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK W BOYCE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07049369624
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO ORGANIZE AND CONDUCT EDUCATION EVENTS DESIGNED TO EDUCATE THE LEADERS OF AN EMERGING GENERATION ON TOPICS CONCERNING SUSTAINABLE DEVELOPMENT AND/OR SUSTAINABLE COMMUNITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0TO ORGANIZE AND CONDUCT EDUCATION EVENTS DESIGNED TO INCREASE THE PUBLIC'S ACTIVE PARTICIPATION IN LOCAL FOODWAYS IN ORDER TO ENHANCE THE SUSTAINABILITY AND RESILIENCE OF THEIR REGION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0TO ORGANIZE AND CONDUCT EDUCATION EVENTS DESIGNED TO EDUCATE YOUTH MUSICIANS ON TOPICS OF ENHANCED MUSICAL ABILITIES AND ADVANCEMENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt047000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt05800
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt014200
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK W BOYCE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JILL M BOYCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FURMAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PENN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNC ASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WAKE FOREST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03300 POINTSETT HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1201 OLD MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 UNIVERSITY HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31834 WAKE FOREST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1UNIVERSITY PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WINSTONSALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd116802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013650
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048470
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt065307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0141205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt082062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt096608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt088421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt088421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0454950
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0141205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt082062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt096608
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0118238
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069768
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0543371
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0473603
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MARK W BOYCE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1JILL M BOYCE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02133 GARDEN VIEW LN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12133 GARDEN VIEW LN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WEDDINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WEDDINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0281048062
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1281048062
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GRANT ADMINISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FORGABLE COMMUNITY INITIATIVE ADMIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt036745
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25800
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16877
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16877
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25800
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARK W BOYCE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1JILL M BOYCE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02133 GARDEN VIEW LN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt12133 GARDEN VIEW LN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WEDDINGTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1WEDDINGTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd028104
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd128104
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK W BOYCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07049369624
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BYRON FELLOWSHIP EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BYRO
ReturnHeader/Filer/EIN0201446511
ReturnHeader/Filer/PhoneNum03177104406
ReturnHeader/Filer/USAddress/AddressLine1Txt02133 GARDEN VIEW LN

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