Civic Intelligence

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990PF • Fiscal year 2019 • EIN 26-2778821

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2021

152 E Main StreetForest City, NC 28043

(828) 289-2225

Siviq Scores

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

Liabilities / Assets

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

27th percentile

-7.8%

Higher net margin than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

8th percentile

-13%

Faster asset growth than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,378,118

Down $347,150 (-13%) from 2018

Net Assets

Down

$2,341,956

Down $292,155 (-11%) from 2018

Liabilities

Down

$36,162

Down $54,995 (-60%) from 2018

Revenue

Down

$2,281,880

Down $440,429 (-16%) from 2018

Expenses

Down

$2,459,675

Down $1,436,292 (-37%) from 2018

Net Income

Up

-$177,795

Up $995,863 (+85%) from 2018

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

2019

Assets$2,378,118
Liabilities$36,162
Net Assets$2,341,956

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

2019

Revenue$2,281,880
Expenses$2,459,675
Net Income-$177,795
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2021
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony HeltonCEOFT$160,000-$160,000
Gregg SindersCOOFT$110,000-$110,000
Anthony BestCurriculumFT$110,000-$110,000
Jill BurlesonEvent CoordinatorFT$110,000-$110,000
Charles P ByersChair-$0--
Bradley MillerMember-$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
Philip Byers
Title
President
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 Appendix379 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/PersonNm2Anthony Best
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jill Burleson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Charles P Byers
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IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02158675
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt111a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Direct Charitable Activities
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Direct Charitable Activities
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0152 E Main Street
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/PersonsWithBooksName/BusinessNameLine1Txt0Jennifer McCluney
IRS990PF/StatementsRegardingActyGrp/PhoneNum07048137919
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/Description3Txt0Direct grants to member schools
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0285880
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt054569
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0301000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0301000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Program Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Thomas Jefferson Classical Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01110 Broadway Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Forest City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028043
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0301000
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/DistributableAsAdjustedAmt0125689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02158675
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02158675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02158675
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02158675
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02158675
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0125689
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Challenge Foundation Properties
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Charles Koch Foundation
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2Randy Kendrick - GEARS Project
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0152 E Main Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11320 N Courthouse Road Ste 500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt23964 E Paradise View Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Forest City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Arlington
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Paradise Valley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028043
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd122201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd285253
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0141400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1228148
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2314155
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0925
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Security Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01270
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01270
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0114360
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior period correction
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Contracted Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Marketing/Software Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4GEARS Project
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Board Fees/Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt040938
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1194317
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt212485
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt354569
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4285880
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5178230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040938
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1194317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212485
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt354569
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4285880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5178230
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Charter School Services
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Miscellaneous
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0237047
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt178129
TaxesSchedule/TaxesDetail/Amt088831
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt088831
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Byers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
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/PreparationDt02021-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darrell L Keller
ReturnHeader/ReturnTs02021-06-09T12:50:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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