Civic Intelligence

Davidson Green Center and School

EIN 46-2884949 • 501(c)3 • Davidson, NC

Profile

To provide a forward-thinking education that encompasses not only the core curriculum, but also inspires learners to becomes leaders in a global community.

511 South Main StreetDavidson, NC 28036

www.davidsongreenschool.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

28th percentile

-6.4%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-4.8%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Revenue Growth

41st percentile

2.1%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Assets

Down

$949,653

Down $164,013 (-15%) from 2024

Liabilities

Down

$47,575

Down $111,096 (-70%) from 2024

Net Assets

Down

$902,078

Down $52,917 (-5.5%) from 2024

Revenue

Up

$830,080

Up $19,156 (+2.4%) from 2024

Expenses

Up

$882,997

Up $124,527 (+16%) from 2024

Net Income

Down

-$52,917

Down $105,371 (-201%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $323,715Liabilities 2014: $272,683Net Assets 2014: $51,0322014Assets 2015: $293,726Liabilities 2015: $270,517Net Assets 2015: $23,2092015Assets 2016: $319,217Liabilities 2016: $277,605Net Assets 2016: $41,6122016Assets 2017: $461,458Liabilities 2017: $237,380Net Assets 2017: $224,0782017Assets 2018: $490,770Liabilities 2018: $216,748Net Assets 2018: $274,0222018Assets 2019: $559,858Liabilities 2019: $192,425Net Assets 2019: $367,4332019Assets 2020: $768,913Liabilities 2020: $290,295Net Assets 2020: $478,6182020Assets 2021: $898,071Liabilities 2021: $227,575Net Assets 2021: $670,4962021Assets 2022: $1,099,585Liabilities 2022: $237,534Net Assets 2022: $862,0512022Assets 2023: $1,059,844Liabilities 2023: $157,303Net Assets 2023: $902,5412023Assets 2024: $1,113,666Liabilities 2024: $158,671Net Assets 2024: $954,9952024Assets 2025: $949,653Liabilities 2025: $47,575Net Assets 2025: $902,0782025

Highlighted filing

2025

Assets$949,653
Liabilities$47,575
Net Assets$902,078

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $252,161Expenses 2014: $201,129Net Income 2014: $51,0322014Revenue 2015: $213,213Expenses 2015: $241,036Net Income 2015: -$27,8232015Revenue 2016: $293,644Expenses 2016: $275,241Net Income 2016: $18,4032016Revenue 2017: $490,034Expenses 2017: $307,568Net Income 2017: $182,4662017Revenue 2018: $481,877Expenses 2018: $431,883Net Income 2018: $49,9942018Revenue 2019: $584,913Expenses 2019: $491,502Net Income 2019: $93,4112019Revenue 2020: $631,639Expenses 2020: $520,454Net Income 2020: $111,1852020Revenue 2021: $743,662Expenses 2021: $551,784Net Income 2021: $191,8782021Revenue 2022: $780,131Expenses 2022: $588,576Net Income 2022: $191,5552022Revenue 2023: $771,097Expenses 2023: $730,607Net Income 2023: $40,4902023Revenue 2024: $810,924Expenses 2024: $758,470Net Income 2024: $52,4542024Revenue 2025: $830,080Expenses 2025: $882,997Net Income 2025: -$52,9172025

Highlighted filing

2025

Revenue$830,080
Expenses$882,997
Net Income-$52,917

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$830,080
Mission and Program Overview

Mission

To provide a forward-thinking education that encompasses not only the core curriculum, but also inspires learners to become leaders in a global community. Beyond core academics, davidson green school fosters the skills to be an independent, creative, responsible thinker, to care for the school, community and planet, to create and execute original plans, to lead with respect, to work collaboratively on a team, to problem solve with ingenuity and vision, and to promote a sustainable future and economy.

To provide a forward-thinking education that encompasses not only the core curriculum, but also inspires learners to become leaders in a global community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$954,995$902,078▼ $52,917
Land, Buildings, and Equipment, Net$465,089$472,818▲ $7,729
Savings and Temporary Cash Investments$445,161$449,707▲ $4,546
Loans From Officers Directors$105,000--
Cash and Non-Interest-Bearing Accounts$203,416$27,128▼ $176,288
Total Assets$1,113,666$949,653▼ $164,013
Liabilities
Accounts Payable and Accrued Expenses$47,575$47,575→ $0
Other Liabilities$6,096--
Total Liabilities$158,671$47,575▼ $111,096
Net Assets / Fund Balance
Total Net Assets Fund Balance$954,995$902,078▼ $52,917
Total Liabilities and Net Assets / Fund Balance$1,113,666$949,653▼ $164,013

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$255,097$108,528$363,625
Leasehold Improvements$207,876$121,664$329,540
Equipment$9,845$41,687$51,532
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer JakubecyExecutive DirectorFT$74,583$74,583

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$63,830
Program Service Revenue
$765,117
Investment Income
$1,133
Other Revenue
$0
All Other Contributions
$63,830
Change in Net Assets
$-52,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$530,700
Other Expenses$352,297
Total Fundraising Expense$2,735
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$413,821--$413,821
Occupancy$116,912--$116,912
Interest$81,894--$81,894
Current Officers, Directors, Trustees, and Key Employees$74,583--$74,583
Fees for Services Other$45,983--$45,983
Payroll Taxes$39,118--$39,118
Advertising$23,362--$23,362
Depreciation Depletion$15,569--$15,569
Insurance$13,099--$13,099
Other Expenses$4,629--$4,629
Office Expenses$4,581--$4,581
Fees for Services Accounting$3,495--$3,495
Other Employee Benefits$3,178--$3,178
All Other Expenses--$2,735$2,735
Total Functional Expenses$880,262$0$2,735$882,997
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$105,000--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

Kathleen mcintyre, secretary, and greg mcintyre, director, are married christian boggiano, treasurer, and jonathan boggiano, director, are siblings jennifer jakubecy, executive director, and jill jacobson, president, were formally married

Form 990 governing body review Part VI line 11

Organizations process to review form 990. Form 990 is reviewed by the head of davidson green school and board of directors prior to filing with the irs.

CEO executive director top management comp Part VI line 15A

Compensation process for top official compensation is approved by the board of directors, is based on compensation commensurate with services rendered to davidson green school, and is based on compensation paid by similarly situated taxable and tax-exempt organizations for similar services rendered.

Other officer or key employee compensation Part VI line 15B

Compensation process for officers compensation is approved by the board of directors, is based on compensation commensurate with services rendered to davidson green school, and is based on compensation paid by similarly situated taxable and tax-exempt organizations for similar services rendered.

Governing documents etc available to public Part VI line 19

Governing documents disclosure explanation no documents available to the public.

Filing and Contact Details

Filer

Filer Name
Davidson Green Center and School
EIN
46-2884949
In Care Of
% JENNIFER JAKUBECY
Phone
7048172549
Address
511 SOUTH MAIN STREET, DAVIDSON, NC 28036

Signing Officer

Name
Jennifer Jakubecy
Title
Executive Director
Phone
5402731000
Signed
2025-12-02
Discuss with paid preparer
No

Organization Details

Formed
2012
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
14

Preparer

Firm
Integrated Bookkeeping & Tax Servic
Address
PO Box 2639, Cornelius, NC 28031
Preparer
David S Altshuler
Phone
7048927100
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S NONDISCRIMINATION POLICY IS MADE PUBLIC ON THE SCHOOL'S WEBSITE, BROCHURES, APPLICATION FORMS, ADVERTISEMENTS, AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. IN ADDITION, ALL EMPLOYMENT DOCUMENTS AND RECRUITMENT ADVERTISEMENTS CONTAIN A STATEMENT OF THE SCHOOL'S POLICY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0LEASEHOLD IMPRVMNTS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0180000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JILL JACOBSON JENNIFER JAKUBECY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCHEDULE L, PART V - ADDITIONAL INFORMATIONLOAN PAYABLE YR 2013 - $130,000LOAN PAYABLE YR 2017 - $50,000LOAN REPAYMENT YR 2022 - $75,000LOAN REPAYMENT YR 2024 - $105,000TOTAL LOAN PAYABLE TO DIRECTOR - $0
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Supplemental Information for Schedule L
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KATHLEEN MCINTYRE, SECRETARY, AND GREG MCINTYRE, DIRECTOR, ARE MARRIED CHRISTIAN BOGGIANO, TREASURER, AND JONATHAN BOGGIANO, DIRECTOR, ARE SIBLINGS JENNIFER JAKUBECY, EXECUTIVE DIRECTOR, AND JILL JACOBSON, PRESIDENT, WERE FORMALLY MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONS PROCESS TO REVIEW FORM 990. FORM 990 IS REVIEWED BY THE HEAD OF DAVIDSON GREEN SCHOOL AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS, IS BASED ON COMPENSATION COMMENSURATE WITH SERVICES RENDERED TO DAVIDSON GREEN SCHOOL, AND IS BASED ON COMPENSATION PAID BY SIMILARLY SITUATED TAXABLE AND TAX-EXEMPT ORGANIZATIONS FOR SIMILAR SERVICES RENDERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR OFFICERS COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS, IS BASED ON COMPENSATION COMMENSURATE WITH SERVICES RENDERED TO DAVIDSON GREEN SCHOOL, AND IS BASED ON COMPENSATION PAID BY SIMILARLY SITUATED TAXABLE AND TAX-EXEMPT ORGANIZATIONS FOR SIMILAR SERVICES RENDERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01113666
IRS990/TotalAssetsEOYAmt0949653
IRS990/TotalAssetsGrp/BOYAmt01113666
IRS990/TotalAssetsGrp/EOYAmt0949653
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt063830
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02735
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0880262
IRS990/TotalFunctionalExpensesGrp/TotalAmt0882997
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0158671
IRS990/TotalLiabilitiesEOYAmt047575
IRS990/TotalLiabilitiesGrp/BOYAmt0158671
IRS990/TotalLiabilitiesGrp/EOYAmt047575
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0954995
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0902078
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0880262
IRS990/TotalProgramServiceRevenueAmt0765117
IRS990/TotalReportableCompFromOrgAmt074583
IRS990/TotalRevenueGrp/ExclusionAmt01133
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0765117
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0830080
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01113666
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0949653
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.DAVIDSONGREENSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER JAKUBECY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05402731000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIDSON GREEN CENTER AND SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0462884949
ReturnHeader/Filer/InCareOfNm0% JENNIFER JAKUBECY
ReturnHeader/Filer/PhoneNum07048172549
ReturnHeader/Filer/USAddress/AddressLine1Txt0511 SOUTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0DAVIDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrated Bookkeeping & Tax Servic
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2639
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cornelius
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028031
ReturnHeader/PreparerPersonGrp/PhoneNum07048927100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S ALTSHULER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-04T11:51:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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