Civic Intelligence

Pinnacle Classical Academy Education Foundation

990EZ • Fiscal year 2021 • EIN 45-4069052

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization ProfileNA
PO Box 2695Shelby, NC 28151

(704) 418-2436

Siviq Scores

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

Liabilities / Assets

78th percentile

0.01x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.00x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

-4.9%

Higher net margin than 38% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

99%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$41,675

Down $4,753 (-10%) from 2020

Net Assets

Down

$41,451

Down $3,777 (-8.4%) from 2020

Liabilities

Down

$224

Down $976 (-81%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin38th percentile

Revenue

Up

$76,632

Up $38,158 (+99%) from 2020

Expenses

Up

$80,409

Up $42,121 (+110%) from 2020

Net Income

Down

-$3,777

Down $3,963 (-2131%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2021

Assets$41,675
Liabilities$224
Net Assets$41,451
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$76,632
Expenses$80,409
Net Income-$3,777
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Gross Receipts
$76,632
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 chariable and educational

Program Services

DescriptionGrantsExpenses
PINNACLE CLASSICAL ACADEMY EDUCATION FOUNDATION INC WAS ORGANIZED FOR CHARITABLE PURPOSES NAMELY TO SUPPORT PINNACLE ACADEMY AND INNOVATIVE EDUCATIONAL PROGRAMS AT PINNACLE CLASSIC--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

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

Filer

Filer Name
Pinnacle Classical Academy Education Foundation
EIN
45-4069052
Address
PO BOX 2695, Shelby, NC 28151

Signing Officer

Name
Debbie Clary Treasurer
Title
Treasurer
Phone
7044182436
Signed
2022-05-16
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 expenses Part I line 16

“Description AmountEXPENSE 80,409”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearACCOUNTS PAYABLE 1,200 224”

Raw XML Appendix121 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DEBBIE CLARY OFFICER
IRS990EZ/BooksInCareOfDetail/PhoneNum07044182436
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shelby
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028151
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046428
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041675
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IRS990EZ/ContributionsGiftsGrantsEtcAmt076632
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3777
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IRS990EZ/GrossReceiptsAmt076632
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045228
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041451
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045228
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041451
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt080409
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED FOR CHARIABLE AND EDUCATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PINNACLE CLASSICAL ACADEMY EDUCATION FOUNDATION INC WAS ORGANIZED FOR CHARITABLE PURPOSES NAMELY TO SUPPORT PINNACLE ACADEMY AND INNOVATIVE EDUCATIONAL PROGRAMS AT PINNACLE CLASSIC
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01200
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0224
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080409
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt076632
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 AmountEXPENSE 80,409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearACCOUNTS PAYABLE 1,200 224
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE CLARY TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/Filer/BusinessNameControlTxt0PINN
ReturnHeader/Filer/EIN0454069052
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2695
ReturnHeader/Filer/USAddress/CityNm0Shelby
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028151
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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/PreparationDt02023-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark E Patty Enrolled Agent
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-08T13:33:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLARY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,675
Liabilities
$224
Net assets
$41,451
Revenue
$76,632
Expenses
$80,409
Net income
-$3,777
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