Civic Intelligence

Davidson Green Center and School

990 • Fiscal year 2016 • EIN 46-2884949

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 02, 2016

Organization Profilewww.davidsongreenschool.org
511 South Main StreetDavidson, NC 28036

(704) 892-0091

Siviq Scores

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

Liabilities / Assets

95th percentile

0.87x

Higher debt load relative to assets than 95% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

0.95x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Net Margin

53rd percentile

6.3%

Higher net margin than 53% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

8.7%

Faster asset growth than 58% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$319,217

Up $25,491 (+8.7%) from 2015

Net Assets

Up

$41,612

Up $18,403 (+79%) from 2015

Liabilities

Up

$277,605

Up $7,088 (+2.6%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin53rd percentile

Revenue

Up

$293,644

Up $80,431 (+38%) from 2015

Expenses

Up

$275,241

Up $34,205 (+14%) from 2015

Net Income

Up

$18,403

Up $46,226 (+166%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2016

Assets$319,217
Liabilities$277,605
Net Assets$41,612
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

2016

Revenue$293,644
Expenses$275,241
Net Income$18,403
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 2, 2016
Return Version
2015v2.1
Gross Receipts
$293,644
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 encompassess not only the core curriculum, but also inspires learners to become leaders in a global commuity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$265,911$299,502▲ $33,591
Loans From Officers Directors$260,128$263,247▲ $3,119
Rtn Earn Endowment Incm Other Fnds$23,209$41,612▲ $18,403
Savings and Temporary Cash Investments$27,126$12,096▼ $15,030
Cash and Non-Interest-Bearing Accounts$689$7,619▲ $6,930
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$293,726$319,217▲ $25,491
Liabilities
Accounts Payable and Accrued Expenses$10,389$14,358▲ $3,969
Total Liabilities$270,517$277,605▲ $7,088
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,209$41,612▲ $18,403
Total Liabilities and Net Assets / Fund Balance$293,726$319,217▲ $25,491

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$284,489$27,116$311,605
Equipment$15,013$3,753$18,766
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Jill JacobsonPresident & Secretary
Gregory McIntyreVice President & Treasurer
Jennifer JakubecyExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$34,578
Program Service Revenue
$259,066
Investment Income
$0
Other Revenue
$0
All Other Contributions
$34,578
Change in Net Assets
$18,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$150,704
Other Expenses$124,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$150,704--$150,704
Occupancy$49,884--$49,884
Interest$36,588--$36,588
Depreciation Depletion$12,020--$12,020
Insurance$7,321--$7,321
Office Expenses$2,174--$2,174
Other Expenses$1,359--$1,359
All Other Expenses$1,107--$1,107
Advertising$218--$218
Total Functional Expenses$275,241$0$0$275,241
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$260,128$263,247▲ $3,119
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Executive Director and President of the board of directors own the building that is leased to the school.”

Form 990, Part VI, Section B, line 11

“Form 990 is prepared by a certified public accounting firm and is reviewed by the Head of Davidson Green School prior to its filing with the IRS.”

Form 990, Part VI, Section B, line 15B

“Compensation arrangements are approved by the board based on information about compensation paid by similarly situated taxable or tax-exempt organizations for similar services, current compensation surveys compiled by independent firms, or actual written offers from similarly situated organizations.”

Form 990, Part VI, Section C, line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Davidson Green School
EIN
46-2884949
Phone
7048920091
Address
511 South Main Street, Davidson, NC 28036

Signing Officer

Name
Jennifer Jakubecy
Title
Executive Director
Phone
7048920091
Signed
2016-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Jakubecy
Formed
2012
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
5
Volunteers
20

Preparer

Firm
Scharf Pera & Co Pllc
Address
4600 PARK ROAD STE 112, CHARLOTTE, NC 28209
Preparer
Jayne Frazier
Phone
7043721167
Raw XML Appendix351 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.

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IRS990/MissionDesc0To provide a forward-thinking education that encompassess not only the core curriculum, but also inspires learners to become leaders in a global commuity. 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 sustainable economy.
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0School website, brochures, application forms, advertisements, and catalogues dealing with student admissions, programs, and scholarships, and all employment documents and recruitment advertisements contain a statement of the school's racially nondiscriminatory policy. A notice of the school's nondiscriminatory policy is published in a newspaper of general circulation that serves all racial segments of the community.
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0Jill Jacobson & Jennifer Jakubecy
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1James and Brenda Jakubecy
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Executive Director and President of the board of directors own the building that is leased to the school.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is prepared by a certified public accounting firm and is reviewed by the Head of Davidson Green School prior to its filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation arrangements are approved by the board based on information about compensation paid by similarly situated taxable or tax-exempt organizations for similar services, current compensation surveys compiled by independent firms, or actual written offers from similarly situated organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents are available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0293726
IRS990/TotalAssetsEOYAmt0319217
IRS990/TotalAssetsGrp/BOYAmt0293726
IRS990/TotalAssetsGrp/EOYAmt0319217
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034578
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0275241
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275241
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0270517
IRS990/TotalLiabilitiesEOYAmt0277605
IRS990/TotalLiabilitiesGrp/BOYAmt0270517
IRS990/TotalLiabilitiesGrp/EOYAmt0277605
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023209
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt041612
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0275241
IRS990/TotalProgramServiceRevenueAmt0259066
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0259066
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0293644
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0293726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0319217
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0511 South Main Street
IRS990/USAddress/CityNm0Davidson
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028036
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.davidsongreenschool.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Jakubecy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07048920091
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Davidson Green School
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0462884949
ReturnHeader/Filer/PhoneNum07048920091
ReturnHeader/Filer/USAddress/AddressLine1Txt0511 South Main Street
ReturnHeader/Filer/USAddress/CityNm0Davidson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562171449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHARF PERA & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 PARK ROAD STE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028209
ReturnHeader/PreparerPersonGrp/PhoneNum07043721167
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYNE FRAZIER
ReturnHeader/ReturnTs02016-12-05T14:13:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$319,217
Liabilities
$277,605
Net assets
$41,612
Revenue
$293,644
Expenses
$275,241
Net income
$18,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.05$0.90$0.83$0.88$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.16$0.95$0.81$0.76$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.16$0.90$0.77$0.73$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.24$0.86$0.78$0.59$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.23$0.67$0.74$0.55$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.29$0.48$0.63$0.52$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.19$0.37$0.58$0.49$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.22$0.27$0.48$0.43$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.24$0.22$0.49$0.31$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.28$0.04$0.29$0.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.27$0.02$0.21$0.24$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.27$0.05$0.25$0.20$0.05