Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
The Shands School
990EZ • Fiscal year 2018 • EIN 26-4652329
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
1.72x
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
31st percentile
Higher net margin than 31% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 21.7% of source-year revenue.
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.
Net Assets
-$3,961
No earlier filing loaded for comparison.
Liabilities
$9,478
No earlier filing loaded for comparison.
Revenue And Expenses
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.
Historical Trend
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 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 9A7C9822FCAC2C61ADB4C346FE0FB3A65CFC8DC9 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 69496020183195korbed |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-11-15 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| 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.
Filings
Displayed 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