Civic Intelligence

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990PF • Fiscal year 2020 • EIN 26-2778821

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

Organization Profile
152 E Main StreetForest City, NC 28043

(828) 289-2225

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$2,288,824

Down $89,294 (-3.8%) from 2019

Net Assets

Down

$2,288,824

Down $53,132 (-2.3%) from 2019

Liabilities

Down

$0

Down $36,162 (-100%) from 2019

Revenue And Expenses

Revenue

Down

$872,615

Down $1,409,265 (-62%) from 2019

Expenses

Down

$927,746

Down $1,531,929 (-62%) from 2019

Net Income

Up

-$55,131

Up $122,664 (+69%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $1,388,986Liabilities 2011: $1,388,784Net Assets 2011: $2022011Assets 2013: $874,993Liabilities 2013: $34,015Net Assets 2013: $840,9782013Assets 2015: $2,229,075Liabilities 2015: $470,562Net Assets 2015: $1,758,5132015Assets 2016: $3,043,283Liabilities 2016: $389,088Net Assets 2016: $2,654,1952016Assets 2017: $4,059,050Liabilities 2017: $244,260Net Assets 2017: $3,814,7902017Assets 2018: $2,725,268Liabilities 2018: $91,157Net Assets 2018: $2,634,1112018Assets 2019: $2,378,118Liabilities 2019: $36,162Net Assets 2019: $2,341,9562019Assets 2020: $2,288,824Liabilities 2020: $0Net Assets 2020: $2,288,8242020Assets 2021: $1,916Liabilities 2021: $12,050Net Assets 2021: -$10,1342021Assets 2022: $2,884Liabilities 2022: $0Net Assets 2022: $2,8842022Assets 2023: $103,083Liabilities 2023: $2,946Net Assets 2023: $100,1372023Assets 2024: $21,730Liabilities 2024: $2,225Net Assets 2024: $19,5052024

Highlighted filing

2020

Assets$2,288,824
Liabilities$0
Net Assets$2,288,824
Open 2020 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,591,0612011Revenue 2013: $3,490,767Expenses 2013: $3,191,481Net Income 2013: $299,2862013Revenue 2015: $4,405,000Expenses 2015: $3,911,205Net Income 2015: $493,7952015Revenue 2016: $4,600,420Expenses 2016: $3,774,737Net Income 2016: $825,6832016Revenue 2017: $5,549,090Expenses 2017: $4,388,495Net Income 2017: $1,160,5952017Revenue 2018: $2,722,309Expenses 2018: $3,895,967Net Income 2018: -$1,173,6582018Revenue 2019: $2,281,880Expenses 2019: $2,459,675Net Income 2019: -$177,7952019Revenue 2020: $872,615Expenses 2020: $927,746Net Income 2020: -$55,1312020Revenue 2021: $26,837Expenses 2021: $40,325Net Income 2021: -$13,4882021Revenue 2022: $16,000Expenses 2022: $2,982Net Income 2022: $13,0182022Revenue 2023: $133,873Expenses 2023: $36,620Net Income 2023: $97,2532023Revenue 2024: $42,871Expenses 2024: $123,969Net Income 2024: -$81,0982024

Highlighted filing

2020

Revenue$872,615
Expenses$927,746
Net Income-$55,131
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony HeltonCEOFT$124,133-$124,133
Ryan StowersBoard MemberPT$0--
Philip ByersBoard MemberPT$0--
Brad MillerBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
TeamCFA Foundation
EIN
26-2778821
Phone
8282892225
Address
152 E Main Street, Forest City, NC 28043

Signing Officer

Name
C Phillip Byers
Title
Chair
Phone
8282892225
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Darrell L Keller CPA PA
Address
PO Box 1028, Kings Mountain, NC 28086
Preparer
Darrell L Keller
Phone
7047390771
Raw XML Appendix347 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ryan Stowers
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Jennifer McCluney
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0152 E Main St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Forest City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028043
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08289802025
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Gears Program-School improvement through Gears Initiative
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Marketing-Provide complimentary marketing materials to network schools, design marketing materials, and build and maintain websites
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0299000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt025656
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0114785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0925747
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0925747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0925747
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0925747
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0925747
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0114785
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Challenge Foundation Properties
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Randy Kendrick-Gears Project
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0152 E Main Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13964 E Paradise View Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Forest City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Paradise Valley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028043
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd185253
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0517752
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1299000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01270
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11543
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Security Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Equipment Net
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01270
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11543
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01270
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11543
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Contracted Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Insurances
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Technology/Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0417831
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt116283
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225656
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt315825
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0417831
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225656
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt317824
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Software Access Fees
OtherIncomeSchedule2/OtherIncomeDetail/Desc1School House Devel
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Service Agreements
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Miscellaneous
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01190
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14377
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt249697
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3599
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01999
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Prior period error
TaxesSchedule/TaxesDetail/Amt025681
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025681
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C Phillip Byers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum08282892225
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TeamCFA Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0262778821
ReturnHeader/Filer/PhoneNum08282892225
ReturnHeader/Filer/USAddress/AddressLine1Txt0152 E Main Street
ReturnHeader/Filer/USAddress/CityNm0Forest City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Darrell L Keller CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1028
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kings Mountain
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028086
ReturnHeader/PreparerPersonGrp/PhoneNum07047390771
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darrell L Keller
ReturnHeader/ReturnTs02021-05-17T08:31:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,288,824
Liabilities
$0
Net assets
$2,288,824
Revenue
$872,615
Expenses
$927,746
Net income
-$55,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.04$0.12$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.13$0.04$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.03$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.87$0.93$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.04$2.34$2.28$2.46$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.09$2.63$2.72$3.90$1.17
2017Detailed filing. Detailed filing data is available for this year.$4.06$0.24$3.81$5.55$4.39$1.16
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.39$2.65$4.60$3.77$0.83
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.47$1.76$4.41$3.91$0.49
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.03$0.84$3.49$3.19$0.30
2011Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.00$1.59