Civic Intelligence

Person County Education Foundation Inc

EIN 46-0907678 • 501(c)3 • Roxboro, NC

Profile

Support further education opportunities for students from person county, north carolina and to enhance education in secondary education in person county, north carolina

P O Box 845Roxboro, NC 27573

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,304,840

Up $247,992 (+23%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,304,840

Up $247,992 (+23%) from 2024

Revenue

Down

$350,806

Down $326,895 (-48%) from 2024

Expenses

Up

$102,814

Up $9,398 (+10%) from 2024

Net Income

Down

$247,992

Down $336,293 (-58%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $157,721Liabilities 2012: $02012Assets 2013: $175,730Liabilities 2013: $02013Assets 2014: $222,466Liabilities 2014: $02014Assets 2015: $188,714Liabilities 2015: $02015Assets 2016: $161,747Liabilities 2016: $0Net Assets 2016: $161,7472016Assets 2017: $224,493Liabilities 2017: $0Net Assets 2017: $224,4932017Assets 2018: $222,862Liabilities 2018: $0Net Assets 2018: $222,8622018Assets 2019: $238,044Liabilities 2019: $0Net Assets 2019: $238,0442019Assets 2020: $328,755Liabilities 2020: $0Net Assets 2020: $328,7552020Assets 2021: $434,298Liabilities 2021: $0Net Assets 2021: $434,2982021Assets 2022: $414,021Liabilities 2022: $0Net Assets 2022: $414,0212022Assets 2023: $472,563Liabilities 2023: $0Net Assets 2023: $472,5632023Assets 2024: $1,056,848Liabilities 2024: $0Net Assets 2024: $1,056,8482024Assets 2025: $1,304,840Liabilities 2025: $0Net Assets 2025: $1,304,8402025

Highlighted filing

2025

Assets$1,304,840
Liabilities$0
Net Assets$1,304,840

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $87Expenses 2012: $8,000Net Income 2012: -$7,9132012Revenue 2013: $18,800Expenses 2013: $791Net Income 2013: $18,0092013Revenue 2014: $61,706Expenses 2014: $14,970Net Income 2014: $46,7362014Revenue 2015: $2,610Expenses 2015: $36,362Net Income 2015: -$33,7522015Revenue 2016: $9,162Expenses 2016: $36,129Net Income 2016: -$26,9672016Revenue 2017: $107,115Expenses 2017: $44,369Net Income 2017: $62,7462017Revenue 2018: $33,139Expenses 2018: $34,770Net Income 2018: -$1,6312018Revenue 2019: $68,691Expenses 2019: $53,509Net Income 2019: $15,1822019Revenue 2020: $150,491Expenses 2020: $59,780Net Income 2020: $90,7112020Revenue 2021: $151,374Expenses 2021: $45,831Net Income 2021: $105,5432021Revenue 2022: $130,567Expenses 2022: $150,844Net Income 2022: -$20,2772022Revenue 2023: $133,192Expenses 2023: $74,650Net Income 2023: $58,5422023Revenue 2024: $677,701Expenses 2024: $93,416Net Income 2024: $584,2852024Revenue 2025: $350,806Expenses 2025: $102,814Net Income 2025: $247,9922025

Highlighted filing

2025

Revenue$350,806
Expenses$102,814
Net Income$247,992

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.35$0.10$0.25
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.68$0.09$0.58
2023Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.13$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.13$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.15$0.05$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.15$0.06$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.07$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.03$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.11$0.04$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$0.19$0.00$0.00$0.04$0.03
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$0.06$0.01$0.05
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$0.02$0.00$0.02
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$350,806
Mission and Program Overview

Mission

Support further education opportunities for students from person county, north carolina and to enhance education in secondary education in person county, north carolina

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,056,848$1,304,840▲ $247,992
Investments in Publicly Traded Securities$922,695$1,197,849▲ $275,154
Cash and Non-Interest-Bearing Accounts$103,621$96,007▼ $7,614
Savings and Temporary Cash Investments$30,532$10,984▼ $19,548
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,056,848$1,304,840▲ $247,992
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,056,848$1,304,840▲ $247,992
Total Liabilities and Net Assets / Fund Balance$1,056,848$1,304,840▲ $247,992

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$953,227$163,500▲ $115,666-$1,208,833
2024$344,204$555,000▲ $56,728-$953,227
Compensation and Service Providers

Board Members and Trustees

NameTitle
Will CarverBoard Chairman
Morgan StovallVice Chairman
Antionette RoysterBoard of Directors
Beth TownsendBoard of Directors
Carl RogersBoard of Directors
Dana BlackwellBoard of Directors
Erica BryantBoard of Directors
Ford BradshawBoard of Directors
Maribel StrachanBoard of Directors
Pam WestBoard of Directors
Priscila ThompsonBoard of Directors
Susanne DuncanBoard of Directors
Tim ChandlerBoard of Directors
Carrie CurrieSecretary
Crystal ColeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$234,941
Program Service Revenue
$0
Investment Income
$30,858
Other Revenue
$85,007
All Other Contributions
$234,941
Change in Net Assets
$247,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,047
Other Expenses$12,767
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$90,047--$90,047
Fees for Services Management$3,000$1,000-$4,000
Insurance-$1,505-$1,505
Other Expenses$858$6,010-$858
Office Expenses-$394-$394
Total Functional Expenses$93,905$8,909$0$102,814
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Completed 990 form is is received by the executive direct for appropriate review of board members

Form 990, Part VI, Section B, Line 15A

Annual review is performed with comparisons to other similar organizations. Final copenation approved by board of directors.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest and finacial staements are available upon request

Filing and Contact Details

Filer

Filer Name
Person County Education Foundation Inc
EIN
46-0907678
Phone
3365992191
Address
P O BOX 845, ROXBORO, NC 27573

Signing Officer

Name
Zeke Smith
Title
Executive Director
Phone
3365992191
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zeke Smith
Formed
2012
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
D H Craig CPA P C
Address
141 SEMORA ROAD, ROXBORO, NC 27573
Preparer
Daniel H Craig CPA
Phone
3365990168
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Provide scholarships for students from person county pursuing higher education

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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ZEKE SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MINI GRANTS TO TEACHERS PROMOTING LITERACY, CULTURAL ARTS, AND STEM EDUCATION IN PERSON COUNTY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08258
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0620973
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt072704
IRS990/PYInvestmentIncomeAmt015396
IRS990/PYOtherExpensesAmt05557
IRS990/PYOtherRevenueAmt041332
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0584285
IRS990/PYSalariesCompEmpBnftPaidAmt015155
IRS990/PYTotalExpensesAmt093416
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0677701
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0247992
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01056848
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01304840
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030532
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0234941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0620973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0102751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0103309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01136887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt043509
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07357
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06493
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt077713
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93600
IRS990ScheduleA/PublicSupportPY170Pct00.96060
IRS990ScheduleA/PublicSupportTotal170Amt01136887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0234941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0620973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0102751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0103309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074913
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01136887
IRS990ScheduleA/TotalSupportAmt01214600
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/CYEndwmtFundGrp/AdministrativeExpensesAmt06010
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0953227
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0163500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01208833
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt017550
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0115666
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0344204
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0555000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0953227
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt056728
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE SCHOLARSHIPS FOR STUDENTS FROM PERSON COUNTY PURSUING HIGHER EDUCATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt083647
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt16400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR INDIVIDUALS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MINIGRANTS TO TEACHERS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS AND GRANTS ARE PAID UPON REQUEST FOR FUNDING
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETED 990 FORM IS IS RECEIVED BY THE EXECUTIVE DIRECT FOR APPROPRIATE REVIEW OF BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW IS PERFORMED WITH COMPARISONS TO OTHER SIMILAR ORGANIZATIONS. FINAL COPENATION APPROVED BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINACIAL STAEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01056848
IRS990/TotalAssetsEOYAmt01304840
IRS990/TotalAssetsGrp/BOYAmt01056848
IRS990/TotalAssetsGrp/EOYAmt01304840
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0234941
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08909
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093905
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102814
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01056848
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01304840
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt093905
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0115865
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0350806
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01056848
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01304840
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 845
IRS990/USAddress/CityNm0ROXBORO
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027573
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0PERSONCOEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ZEKE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03365992191
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERSON COUNTY EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0460907678
ReturnHeader/Filer/PhoneNum03365992191

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