Civic Intelligence

Pinnacle Classical Academy Ed Foundation

EIN 45-4069052 • 501(c)3 • Shelby, NC

Profile

Organized for charitable and educational purposes within the meaning of section 501 (c)(3) of revenue code, namely to support and manage assets for pinnacle classical academy and other innovative educational programs at pinnacle classical academy.

PO Box 2695Shelby, NC 28151

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Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

38%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

3.3%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$81,748

Up $22,386 (+38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$81,748

Up $22,386 (+38%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin82nd percentile

Revenue

Up

$69,368

Up $2,185 (+3.3%) from 2023

Expenses

Down

$48,666

Down $13,090 (-21%) from 2023

Net Income

Up

$20,702

Up $15,275 (+281%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $17,473Liabilities 2012: $0Net Assets 2012: $17,4732012Assets 2013: $22,427Liabilities 2013: $0Net Assets 2013: $22,4272013Assets 2014: $9,405Liabilities 2014: $0Net Assets 2014: $9,4052014Assets 2015: $40,741Liabilities 2015: $0Net Assets 2015: $40,7412015Assets 2016: $46,538Liabilities 2016: $0Net Assets 2016: $46,5382016Assets 2017: $50,150Liabilities 2017: $0Net Assets 2017: $50,1502017Assets 2018: $101,284Liabilities 2018: $0Net Assets 2018: $101,2842018Assets 2019: $47,768Liabilities 2019: $0Net Assets 2019: $47,7682019Assets 2020: $46,428Liabilities 2020: $1,200Net Assets 2020: $45,2282020Assets 2021: $41,675Liabilities 2021: $224Net Assets 2021: $41,4512021Assets 2022: $55,398Liabilities 2022: $0Net Assets 2022: $55,3982022Assets 2023: $59,362Liabilities 2023: $0Net Assets 2023: $59,3622023Assets 2024: $81,748Liabilities 2024: $0Net Assets 2024: $81,7482024

Highlighted filing

2024

Assets$81,748
Liabilities$0
Net Assets$81,748
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2012: $2272012Revenue 2013: $83,581Expenses 2013: $78,627Net Income 2013: $4,9542013Revenue 2014: $67,731Expenses 2014: $80,752Net Income 2014: -$13,0212014Revenue 2015: $55,447Expenses 2015: $24,111Net Income 2015: $31,3362015Revenue 2016: $34,376Expenses 2016: $28,579Net Income 2016: $5,7972016Revenue 2017: $41,698Expenses 2017: $38,086Net Income 2017: $3,6122017Revenue 2018: $127,138Expenses 2018: $76,004Net Income 2018: $51,1342018Revenue 2019: $53,554Expenses 2019: $107,070Net Income 2019: -$53,5162019Revenue 2020: $38,474Expenses 2020: $38,288Net Income 2020: $1862020Revenue 2021: $76,632Expenses 2021: $80,409Net Income 2021: -$3,7772021Revenue 2022: $51,276Expenses 2022: $37,329Net Income 2022: $13,9472022Revenue 2023: $67,183Expenses 2023: $61,756Net Income 2023: $5,4272023Revenue 2024: $69,368Expenses 2024: $48,666Net Income 2024: $20,7022024

Highlighted filing

2024

Revenue$69,368
Expenses$48,666
Net Income$20,702
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,748
Liabilities
$0
Net assets
$81,748
Revenue
$69,368
Expenses
$48,666
Net income
$20,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.69$0.49$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.67$0.62$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.51$0.37$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.41$0.77$0.80$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.45$0.38$0.38$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.54$1.07$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.27$0.76$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.42$0.38$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.34$0.29$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.55$0.24$0.31
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.68$0.81$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.84$0.79$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.2
Gross Receipts
$69,368
Mission and Program Overview

Mission

Organized for charitable and educational purposes within the meaning of section 501 (c)(3) of revenue code, namely to support and manage assets for pinnacle classical academy and other innovative educational programs at pinnacle classical academy.

Organized for charitable and educational

Program Services

DescriptionGrantsExpenses
PINACLE CLASSICAL ACADEMY EDUCATION FOUDATION INC WAS ORGANIZED FOR CHARITABLE PURPOSES NAMELY TO SUPPORT PINNACLE ACADEMY AND INNOVATIVE EDUCATIONAL PROGRAMS AT PINNACLE-$13,434
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE CLARYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pinnacle Classical Academy Education Foundation
EIN
45-4069052
In Care Of
% DEBBIE CLARY
Address
PO BOX 2695, Shelby, NC 28151

Signing Officer

Name
Debbie Clary
Title
Treasurer
Phone
7044182436
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Mark Patty & Associates LLC
Address
724 South Morgan Street, Shelby, NC 28150
Preparer
Mark E Patty Enrolled Agent
Phone
7044711414
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountClassical foundation Income 2,600Archery Income 6,456Band Income 4,513SCHOOL INCOME 6,183”

Description of other expenses Part I line 16

“Description AmountSCHOLARSHIPS AWARDED 22,631CLASSICAL FOUNDATION EXPENSE 1,532BAND EXPENSES 4,199COMPUTER & INTERNET 50FACILITIES AND EQUIPMENT 1,100GOLF TOUR SCH EXP 6,552RAFFLE EXPENSES 6,882SCHOOL DONATION EXP 5,720”

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

“Description AmountOTHER ASSETS NOT ON BAL SHEET ROLLF 1,684”

Description of other assets Part II line 24

“Category Beginning of Year End of YearUNDEPOSITED FUNDS 0 260SALES TAX 0 167”

Raw XML Appendix124 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/PersonNm0DEBBIE CLARY OFFICER
IRS990EZ/BooksInCareOfDetail/PhoneNum07044182436
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0214 S LAFAYETTE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shelby
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028151
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059362
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081321
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049616
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020702
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059362
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081748
IRS990EZ/GrossReceiptsAmt069368
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059362
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081748
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059362
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBBIE CLARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0427
IRS990EZ/OtherChangesInNetAssetsAmt01684
IRS990EZ/OtherExpensesTotalAmt048666
IRS990EZ/OtherRevenueTotalAmt019752
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED FOR CHARITABLE AND EDUCATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PINACLE CLASSICAL ACADEMY EDUCATION FOUDATION INC WAS ORGANIZED FOR CHARITABLE PURPOSES NAMELY TO SUPPORT PINNACLE ACADEMY AND INNOVATIVE EDUCATIONAL PROGRAMS AT PINNACLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013434
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048666
IRS990EZ/TotalProgramServiceExpensesAmt013434
IRS990EZ/TotalRevenueAmt069368
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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 AmountClassical foundation Income 2,600Archery Income 6,456Band Income 4,513SCHOOL INCOME 6,183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSCHOLARSHIPS AWARDED 22,631CLASSICAL FOUNDATION EXPENSE 1,532BAND EXPENSES 4,199COMPUTER & INTERNET 50FACILITIES AND EQUIPMENT 1,100GOLF TOUR SCH EXP 6,552RAFFLE EXPENSES 6,882SCHOOL DONATION EXP 5,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountOTHER ASSETS NOT ON BAL SHEET ROLLF 1,684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearUNDEPOSITED FUNDS 0 260SALES TAX 0 167
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE CLARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07044182436
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PINNACLE CLASSICAL ACADEMY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PINN
ReturnHeader/Filer/EIN0454069052
ReturnHeader/Filer/InCareOfNm0% DEBBIE CLARY
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2695
ReturnHeader/Filer/USAddress/CityNm0Shelby
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028151
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611451588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Patty & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0724 South Morgan Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shelby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028150
ReturnHeader/PreparerPersonGrp/PhoneNum07044711414
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E PATTY ENROLLED AGENT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-30T13:34:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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