Civic Intelligence

North Carolina Charter Educational Foundation Inc.

990 • Fiscal year 2024 • EIN 45-5348770

Jul 01, 2023 to Jun 30, 2024 • Filed on May 05, 2025

Organization ProfileNCCHARTERFOUNDATION.ORG
154 Foundation CTMooresville, NC 28117

(704) 910-8499

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$97,432,838

Flat from 2024

Net Assets

Flat

-$15,246,397

Flat from 2024

Liabilities

Flat

$112,679,235

Flat from 2024

Revenue And Expenses

Revenue

Flat

$46,329,201

Flat from 2024

Expenses

Flat

$45,692,182

Flat from 2024

Net Income

Flat

$637,019

Flat from 2024

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0-$50MAssets 2014: $28,715,837Liabilities 2014: $29,542,368Net Assets 2014: -$826,5312014Assets 2015: $27,595,509Liabilities 2015: $29,624,674Net Assets 2015: -$2,029,1652015Assets 2016: $25,158,139Liabilities 2016: $27,687,200Net Assets 2016: -$2,529,0612016Assets 2017: $103,517,367Liabilities 2017: $112,286,446Net Assets 2017: -$8,769,0792017Assets 2018: $102,399,023Liabilities 2018: $112,927,206Net Assets 2018: -$10,528,1832018Assets 2019: $98,222,058Liabilities 2019: $112,186,080Net Assets 2019: -$13,964,0222019Assets 2020: $94,894,392Liabilities 2020: $109,557,804Net Assets 2020: -$14,663,4122020Assets 2021: $93,431,533Liabilities 2021: $109,393,273Net Assets 2021: -$15,961,7402021Assets 2022: $99,990,421Liabilities 2022: $115,833,148Net Assets 2022: -$15,842,7272022Assets 2023: $97,538,844Liabilities 2023: $113,422,260Net Assets 2023: -$15,883,4162023Assets 2024: $97,432,838Liabilities 2024: $112,679,235Net Assets 2024: -$15,246,3972024Assets 2024: $97,432,838Liabilities 2024: $112,679,235Net Assets 2024: -$15,246,3972024

Highlighted filing

2024

Assets$97,432,838
Liabilities$112,679,235
Net Assets-$15,246,397
Open 2024 Filing

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2014: $9,751,352Expenses 2014: $10,577,883Net Income 2014: -$826,5312014Revenue 2015: $13,712,549Expenses 2015: $14,915,183Net Income 2015: -$1,202,6342015Revenue 2016: $17,419,023Expenses 2016: $17,918,919Net Income 2016: -$499,8962016Revenue 2017: $30,999,736Expenses 2017: $37,239,754Net Income 2017: -$6,240,0182017Revenue 2018: $35,072,720Expenses 2018: $36,857,912Net Income 2018: -$1,785,1922018Revenue 2019: $35,885,724Expenses 2019: $36,969,160Net Income 2019: -$1,083,4362019Revenue 2020: $35,899,643Expenses 2020: $36,599,033Net Income 2020: -$699,3902020Revenue 2021: $35,029,413Expenses 2021: $36,327,741Net Income 2021: -$1,298,3282021Revenue 2022: $37,909,289Expenses 2022: $37,781,737Net Income 2022: $127,5522022Revenue 2023: $40,248,421Expenses 2023: $39,971,514Net Income 2023: $276,9072023Revenue 2024: $46,329,201Expenses 2024: $45,692,182Net Income 2024: $637,0192024Revenue 2024: $46,329,201Expenses 2024: $45,692,182Net Income 2024: $637,0192024

Highlighted filing

2024

Revenue$46,329,201
Expenses$45,692,182
Net Income$637,019
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$46,329,201
Mission and Program Overview

Mission

The foundation operates charter schools that will serve students in grades kindergarten through twelfth grade (k-12). The guiding vision for the charter schools is the belief that all children can learn, become self-motivated life-long learners, function as responsible citizens, and actualize their potential as productive citizens in the local and global societies and the 21st century workforce. The charter schools will provide a learning environment that integrates a research-based curriculum, a culture of student safety and success, and concentration on academic rigor while focusing on citizenship and hands-on learning through community activities. This will ensure students from all socioeconomic levels reach academic and personal potential, become self-motivated life-long learners, and are prepared to enter, compete, and succeed in secondary and postsecondary educational opportunities and careers of choice.

North carolina charter educational foundation is a north carolina not-for-profit entity organized exclusively for educational purposes. The foundation is comprised of respected leaders in the state of north carolina who are committed to providing high-quality educational options for the students and families of north carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$73,703,916$72,491,173▼ $1,212,743
Savings and Temporary Cash Investments$8,445,715$8,937,158▲ $491,443
Cash and Non-Interest-Bearing Accounts$1,635,621$1,378,227▼ $257,394
Accounts Receivable$183,321$1,272,554▲ $1,089,233
Prepaid Expenses and Deferred Charges$3,909$337,414▲ $333,505
Total Assets$97,538,844$97,432,838▼ $106,006
Other Assets Total$13,566,362$13,016,312▼ $550,050
Liabilities
Tax Exempt Bond Liabilities-$96,266,807-
Other Liabilities$111,008,896$13,408,896▼ $97,600,000
Accounts Payable and Accrued Expenses$2,413,364$3,003,532▲ $590,168
Total Liabilities$113,422,260$112,679,235▼ $743,025
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-15,883,416$-15,246,397▲ $637,019
Total Net Assets Fund Balance$-15,883,416$-15,246,397▲ $637,019
Total Liabilities and Net Assets / Fund Balance$97,538,844$97,432,838▼ $106,006

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$70,409,746$21,830,883$92,240,629
Equipment$1,861,070$10,126,204$11,987,274
Leasehold Improvements$220,357$345,432$565,789
Other Assets Org$12,871,678--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wayne TurnerPresident
Beth ComptonVice President & Secretary
Jessica RainsteinDirector
Mark FrazierDirector
Martin ConwayDirector
Patrick GriffinDirector
Beth AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,740,817
Program Service Revenue
$1,339,288
Investment Income
$602,053
Other Revenue
$647,043
All Other Contributions
$2,884,801
Change in Net Assets
$637,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,329,201
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$46,329,201
Total Revenue per Form 990
$46,329,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,066,981
Salaries, Compensation, and Employee Benefits$20,625,201
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,445,681$12,044,521-$17,490,202
Interest$1,758,242$3,888,804-$5,647,046
Fees for Services Other$1,213,873$2,684,789-$3,898,662
Depreciation Depletion$1,184,117$2,618,978-$3,803,095
Occupancy$890,864$1,970,375-$2,861,239
Other Employee Benefits$611,597$1,352,704-$1,964,301
Fees for Services Management$553,143$1,223,419-$1,776,562
Payroll Taxes$349,285$772,534-$1,121,819
Information Technology$271,767$601,084-$872,851
Travel$194,575$430,354-$624,929
Other Expenses$122,039$269,921-$391,960
Insurance$92,141$203,792-$295,933
Conferences and Meetings$87,554$193,648-$281,202
Office Expenses$87,138$192,729-$279,867
Advertising$83,707$185,140-$268,847
Fees for Services Legal$25,557$56,527-$82,084
Pension Plan Contributions$15,219$33,660-$48,879
Fees for Services Accounting$14,774$32,676-$47,450
All Other Expenses$1,294$2,861-$4,155
Total Functional Expenses$14,226,539$31,465,643$0$45,692,182

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,692,182
Total Expenses per Audited Statements$45,692,182
Total Expenses per Form 990$45,692,182
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$13,408,896

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority Erb Series 2016a2016-08-30$110,470,000Provide funds for acquisition, construction & equip, for school facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$110,470,000-$13,950,000$2,202,531

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The foundation has formal agreements with charter schools usa to manage, staff, and operate the schools. The agreement states that csusa shall be entitled to cost reimbursements and management fees for its services, subject to the availability of funds. The fee is subordinated to all bond payment requirements.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the board finance committee and is provided to the full board.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed with the board each year. Any conflicts, or potential conflicts of interest, are reviewed and resolved by the board. Written disclosures are required for any potential conflict of interest.”

Form 990, Part VI, Section B, Line 15

“Compensation decisions are made based on similar pay scales for educators in the state of north carolina and on experience. The board reviews and approves all salary decisions and recommendations by management. Compensation of key employees is approved by the board of directors and is based on comparability data and performance.”

Form 990, Part VI, Section C, Line 19

“Governing documents, school policies, and financial statements are available for viewing by the public at the organization's office upon request within 14 days, permitting access.”

Filing and Contact Details

Filer

Filer Name
North Carolina Charter Educational
EIN
45-5348770
Phone
7049108499
Address
154 FOUNDATION CT, MOORESVILLE, NC 28117

Signing Officer

Name
James Fonseca
Title
Chair
Phone
7049108499
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Turner
Formed
2012
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
500

Preparer

Firm
Sharpe Patel CPA
Address
5510 SIX FORKS ROAD SUITE 140, RALEIGH, NC 27609
Preparer
Rebecca Fisher
Phone
7044993893
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01126326
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1850772
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2730029
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3269921
IRS990/OtherExpensesGrp/ProgramServicesAmt0509245
IRS990/OtherExpensesGrp/ProgramServicesAmt1384659
IRS990/OtherExpensesGrp/ProgramServicesAmt2330068
IRS990/OtherExpensesGrp/ProgramServicesAmt3122039
IRS990/OtherExpensesGrp/TotalAmt01635571
IRS990/OtherExpensesGrp/TotalAmt11235431
IRS990/OtherExpensesGrp/TotalAmt21060097
IRS990/OtherExpensesGrp/TotalAmt3391960
IRS990/OtherLiabilitiesGrp/BOYAmt0111008896
IRS990/OtherLiabilitiesGrp/EOYAmt013408896
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1SALES TAX
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0454053
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1181165
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0454053
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1181165
IRS990/OtherRevenueTotalAmt0635218
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012044521
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05445681
IRS990/OtherSalariesAndWagesGrp/TotalAmt017490202
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0772534
IRS990/PayrollTaxesGrp/ProgramServicesAmt0349285
IRS990/PayrollTaxesGrp/TotalAmt01121819
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt033660
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015219
IRS990/PensionPlanContributionsGrp/TotalAmt048879
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03909
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0337414
IRS990/PrincipalOfficerNm0WAYNE TURNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/Desc1BEFORE AND AFTER CARE
IRS990/ProgramServiceRevenueGrp/Desc2STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0513962
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1439114
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2386212
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0513962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1439114
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2386212
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt038083060
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0361656
IRS990/PYOtherExpensesAmt020380824
IRS990/PYOtherRevenueAmt0711328
IRS990/PYProgramServiceRevenueAmt01092377
IRS990/PYRevenuesLessExpensesAmt0276907
IRS990/PYSalariesCompEmpBnftPaidAmt019590690
IRS990/PYTotalExpensesAmt039971514
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt040248421
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0637019
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt011825
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01986331
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08445715
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08937158
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt070409746
IRS990ScheduleD/BuildingsGrp/DepreciationAmt021830883
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt092240629
IRS990ScheduleD/EquipmentGrp/BookValueAmt01861070
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010126204
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011987274
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt045692182
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0220357
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0345432
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0565789
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0144634
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt112871678
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT TO USE LEASED ASSETS, NET OF AMORTIZATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013408896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt046329201
IRS990ScheduleD/TotalBookValueLandBuildingsAmt072491173
IRS990ScheduleD/TotalBookValueOtherAssetsAmt013016312
IRS990ScheduleD/TotalExpensesPerForm990Amt045692182
IRS990ScheduleD/TotalLiabilityAmt013408896
IRS990ScheduleD/TotalRevenuePerForm990Amt046329201
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt046329201
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt045692182
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NC CHARTER EDUCATIONAL FOUNDATION OPERATES PUBLIC CHARTER SCHOOLS AND IS FUNDED BY THE STATE OF NORTH CAROLINA AND LOCAL GOVERNMENT. NORTH CAROLINA REQUIRES A POLICY OF NONDISCRIMINATION, AND THE SCHOOL'S NONDISCRIMINATION POLICY IS DISCLOSED IN ALL SOLICITATIONS FOR STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1A NORTH CAROLINA CHARTER SCHOOL FUNDED BY STATE AND LOCAL GOVERNMENT. IT ALSO RECEIVES VARIOUS FEDERAL AND STATE GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02016-08-30
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0273866124
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum074442EBP4
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt0110470000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0PUBLIC FINANCE AUTHORITY ERB SERIES 2016A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0PROVIDE FUNDS FOR ACQUISITION, CONSTRUCTION & EQUIP, FOR SCHOOL FACILITIES
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt096356598

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$97,432,838
Liabilities
$112,679,235
Net assets
-$15,246,397
Revenue
$46,329,201
Expenses
$45,692,182
Net income
$637,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$97.4$113$15.2$46.3$45.7$0.64
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.4$113$15.2$46.3$45.7$0.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.5$113$15.9$40.2$40.0$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$100.0$116$15.8$37.9$37.8$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.4$109$16.0$35.0$36.3$1.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.9$110$14.7$35.9$36.6$0.70
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.2$112$14.0$35.9$37.0$1.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$113$10.5$35.1$36.9$1.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$112$8.77$31.0$37.2$6.24
2016Detailed filing. Detailed filing data is available for this year.$25.2$27.7$2.53$17.4$17.9$0.50
2015Detailed filing. Detailed filing data is available for this year.$27.6$29.6$2.03$13.7$14.9$1.20
2014Detailed filing. Detailed filing data is available for this year.$28.7$29.5$0.83$9.75$10.6$0.83