Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
The Shands School
EIN 26-4652329 • 501(c)3 • Matthews, NC
Profile
Serve children with learning differences
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
1.72x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
37th percentile
Higher net margin than 37% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$5,517
No earlier filing loaded for comparison.
Liabilities
$9,478
No earlier filing loaded for comparison.
Net Assets
-$3,961
No earlier filing loaded for comparison.
Revenue
$80,933
No earlier filing loaded for comparison.
Expenses
$84,525
No earlier filing loaded for comparison.
Net Income
-$3,592
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $5,517
- Liabilities
- $9,478
- Net assets
- -$3,961
- Revenue
- $80,933
- Expenses
- $84,525
- Net income
- -$3,592
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Nov 15, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $81,084
Mission and Program Overview
Mission
Serve children with learning differences
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provided nuturing environment for our students with learning differences Set goals for an individual capability level to help students discover their academic strengths | - | $41,732 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Elizabeth S Morris | Executive Director | FT | $17,559 | - | $17,559 |
Filing and Contact Details
Filer
- Filer Name
- The Shands School
- EIN
- 26-4652329
- Address
- 1315 Matthews Mint Hill Rd, Matthews, NC 28105
Signing Officer
- Name
- Elizabeth Morris
- Title
- Executive Direc
- Phone
- 7042312355
- Signed
- 2018-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Chepul CPA PLLC
- Address
- 1221 Larkridge Court, Waxhaw, NC 28173
- Preparer
- John T Chepul
- Phone
- 7042567118
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description AmountBooks, subscriptions, reference 317Classroom supplies 1,494Supplies 174Field trips 503Bank finance charges 211Miscellaneous expense 605Contributions 25Insurance - Liability, D&O 629Interest expense 490Memberships and dues 175Other costs 185”
Description of other assets Part II line 24
“Category Beginning of Year End of YearFurniture and equipment 1,348 1,348Security Deposit 551 551”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearPayroll taxes payable 1,285 931First Citizens Line of Credit 7,752 7,942Loan Payable 405 605”
Raw XML Appendix146 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Elizabeth S Morris |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7042312355 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 9232 Arbourgate Meadows Ln |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Charlotte |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28277 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 7174 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 3618 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 18083 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3592 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 21781 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 9073 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 5517 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 81084 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LoansToFromOfficersAmt | 0 | 605 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | true |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | -369 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -3961 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | -369 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -3961 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 38355 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 17559 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Elizabeth S Morris |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Executive Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1899 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1899 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4808 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Serve children with learning differences |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 678 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 63001 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provided nuturing environment for our students with learning differences Set goals for an individual capability level to help students discover their academic strengths |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 41732 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 18903 |
| IRS990EZ/SchoolOperatingInd | 0 | true |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 151 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -151 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9442 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 9478 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 84525 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 41732 |
| IRS990EZ/TotalRevenueAmt | 0 | 80933 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.shandsinstitute.org |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | The Shands School does not and shall not discriminate on the basis of race, color, religion (creed), gender,gender expression, age, national origin, disability, marital status, sexual orientation, or military status inany of its activities or operations. These activities include, but are not limited to, hiring and firing of staff,selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive andwelcoming environment for all members of our staff, clients, volunteers, subcontractors and vendors. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of nondiscriminatory policy (Question 3) |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 605 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | true |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | false |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | Pay Line of Credit |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 9000 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | Elizabeth Morris |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt | 0 | Executive Director |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | false |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 605 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountBooks, subscriptions, reference 317Classroom supplies 1,494Supplies 174Field trips 503Bank finance charges 211Miscellaneous expense 605Contributions 25Insurance - Liability, D&O 629Interest expense 490Memberships and dues 175Other costs 185 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Category Beginning of Year End of YearFurniture and equipment 1,348 1,348Security Deposit 551 551 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearPayroll taxes payable 1,285 931First Citizens Line of Credit 7,752 7,942Loan Payable 405 605 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Elizabeth Morris |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Direc |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7042312355 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Shands School |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SHAN |
| ReturnHeader/Filer/EIN | 0 | 264652329 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1315 Matthews Mint Hill Rd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Matthews |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28105 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 9A7C9822FCAC2C61ADB4C346FE0FB3A65CFC8DC9 |
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| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 69496020183195korbed |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-11-15 |
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| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 184.171.140.17 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-15 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 22:48:56 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 455600165 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Chepul CPA PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1221 Larkridge Court |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Waxhaw |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28173 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7042567118 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | John T Chepul |
| ReturnHeader/ReturnTs | 0 | 2018-11-15T22:41:52-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.