Civic Intelligence

Willow Tree Community School of North Carolina

990EZ • Fiscal year 2015 • EIN 45-2423712

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 17, 2015

Organization Profilewww.wtcschool.org
PO Box 753Boiling Springs, NC 28017-0753

(864) 597-4378

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

95th percentile

235%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$42,197

Up $29,599 (+235%) from 2014

Net Assets

Up

$42,197

Up $29,599 (+235%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin68th percentile

Revenue

Up

$123,630

Up $41,001 (+50%) from 2014

Expenses

Up

$107,497

Up $25,572 (+31%) from 2014

Net Income

Up

$16,133

Up $15,429 (+2192%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$60K$40K$20K$0Assets 2012: $10,045Liabilities 2012: $0Net Assets 2012: $10,0452012Assets 2013: $11,894Liabilities 2013: $0Net Assets 2013: $11,8942013Assets 2014: $12,598Liabilities 2014: $0Net Assets 2014: $12,5982014Assets 2015: $42,197Liabilities 2015: $0Net Assets 2015: $42,1972015Assets 2016: $24,544Liabilities 2016: $12,018Net Assets 2016: $12,5262016Assets 2017: $18,962Liabilities 2017: $10,0002017Assets 2018: $14,320Liabilities 2018: $10,0002018

Highlighted filing

2015

Assets$42,197
Liabilities$0
Net Assets$42,197
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $66,764Expenses 2012: $56,719Net Income 2012: $10,0452012Revenue 2013: $57,503Expenses 2013: $55,072Net Income 2013: $2,4312013Revenue 2014: $82,629Expenses 2014: $81,925Net Income 2014: $7042014Revenue 2015: $123,630Expenses 2015: $107,497Net Income 2015: $16,1332015Revenue 2016: $86,267Expenses 2016: $103,054Net Income 2016: -$16,7872016Revenue 2017: $509Expenses 2017: $4,073Net Income 2017: -$3,5642017Revenue 2018: $2,719Expenses 2018: $7,361Net Income 2018: -$4,6422018

Highlighted filing

2015

Revenue$123,630
Expenses$107,497
Net Income$16,133
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$123,630
Mission and Program Overview

Mission

Provide balanced education

Program Services

DescriptionGrantsExpenses
Our school founded on the philosophy and methods of Charlotte Mason provides a broad liberal and balanced education to 12 students-$107,497
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP SWICEGOODTreasurer-$0--
J CARROLL SMITHPresident-$0--
JENNIFER C SPENCERSecretary-$0--
LINDA FERNBoard Member-$0--
JEREMY FERNBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Willow Tree Community School of
EIN
45-2423712
Address
PO BOX 753, BOILING SPRINGS, NC 28017-0753

Signing Officer

Name
Philip Swicegood
Title
Treasurer
Phone
8645974378
Signed
2015-08-17
Discuss with paid preparer
No

Preparer

Firm
Lankford Tax & Bookkeeping LLC
Address
223 Log Cabin Lane, Union Mills, NC 28167
Preparer
Gina Lankford
Phone
8282863946
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 2,623INSTRUCTOR SUPPLIES 2,000BACKGROUND CHECKS 100MARKETING 1,000TESTING 700BOOKS 2,500”

Other changes in net assets or fund balances Part I line 20

“Description AmountCASH 13,466”

Description of other assets Part II line 24

“Category Beginning of Year End of YearSUPPLIES 2,640 3,850FURNITURE 2,385 2,581BOOKS 1,575 3,303ELECTROINCS/AV EQUIPMENT 2,667 4,978”

Raw XML Appendix147 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PHILIP SWICEGOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum08645974378
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 753
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOILING SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0280170753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03331
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027485
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032081
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016133
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0760
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012598
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042197
IRS990EZ/GrossReceiptsAmt0123630
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012598
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042197
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012598
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042197
IRS990EZ/OccupancyRentUtltsAndMaintAmt08400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILIP SWICEGOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1J CARROLL SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER C SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA FERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEREMY FERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09267
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014712
IRS990EZ/OtherChangesInNetAssetsAmt013466
IRS990EZ/OtherExpensesTotalAmt08923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide balanced education
IRS990EZ/ProgramServiceRevenueAmt091549
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our school founded on the philosophy and methods of Charlotte Mason provides a broad liberal and balanced education to 12 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0107497
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt089414
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107497
IRS990EZ/TotalProgramServiceExpensesAmt0107497
IRS990EZ/TotalRevenueAmt0123630
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wtcschool.org
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 2,623INSTRUCTOR SUPPLIES 2,000BACKGROUND CHECKS 100MARKETING 1,000TESTING 700BOOKS 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCASH 13,466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearSUPPLIES 2,640 3,850FURNITURE 2,385 2,581BOOKS 1,575 3,303ELECTROINCS/AV EQUIPMENT 2,667 4,978
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP SWICEGOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08645974378
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLOW TREE COMMUNITY SCHOOL OF
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0452423712
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 753
ReturnHeader/Filer/USAddress/CityNm0BOILING SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0280170753
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770648923
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lankford Tax & Bookkeeping LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 Log Cabin Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Union Mills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028167
ReturnHeader/PreparerPersonGrp/PhoneNum08282863946
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gina Lankford
ReturnHeader/ReturnTs02015-08-29T08:31:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,197
Liabilities
$0
Net assets
$42,197
Revenue
$123,630
Expenses
$107,497
Net income
$16,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$0.14$0.10$0.03$0.07$0.05
2017Summary only. Only limited summary data is available for this year.$0.19$0.10$0.01$0.04$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.12$0.13$0.86$1.03$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.24$1.07$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.83$0.82$0.01
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.58$0.55$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.67$0.57$0.10