Civic Intelligence

Charlotte Education Foundation

990 • Fiscal year 2017 • EIN 46-4239471

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

8701 Mallard Creek RdCharlotte, NC 28262-6006

(980) 299-6633

Siviq Scores

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

Liabilities / Assets

99th percentile

2.38x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.24x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

25th percentile

-6.2%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$71,680

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

2nd percentile

-46%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

28%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$282,015

Down $244,332 (-46%) from 2016

Net Assets

Down

-$388,265

Down $175,156 (-82%) from 2016

Liabilities

Down

$670,280

Down $69,176 (-9.4%) from 2016

Revenue

Up

$2,845,807

Up $630,241 (+28%) from 2016

Expenses

Up

$3,020,963

Up $592,288 (+24%) from 2016

Net Income

Up

-$175,156

Up $37,953 (+18%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2014: $1Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2016: $526,347Liabilities 2016: $739,456Net Assets 2016: -$213,1092016Assets 2017: $282,015Liabilities 2017: $670,280Net Assets 2017: -$388,2652017Assets 2018: $10,550,359Liabilities 2018: $11,602,227Net Assets 2018: -$1,051,8682018Assets 2019: $16,079,302Liabilities 2019: $17,412,555Net Assets 2019: -$1,333,2532019Assets 2020: $16,697,195Liabilities 2020: $17,844,540Net Assets 2020: -$1,147,3452020Assets 2021: $17,162,280Liabilities 2021: $17,189,573Net Assets 2021: -$27,2932021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$282,015
Liabilities$670,280
Net Assets-$388,265

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $2,215,566Expenses 2016: $2,428,675Net Income 2016: -$213,1092016Revenue 2017: $2,845,807Expenses 2017: $3,020,963Net Income 2017: -$175,1562017Revenue 2018: $4,059,680Expenses 2018: $4,723,283Net Income 2018: -$663,6032018Revenue 2019: $4,439,759Expenses 2019: $4,721,144Net Income 2019: -$281,3852019Revenue 2020: $6,243,082Expenses 2020: $6,057,174Net Income 2020: $185,9082020Revenue 2021: $8,684,444Expenses 2021: $7,564,392Net Income 2021: $1,120,0522021Revenue 2022: $8,634,032Expenses 2022: $8,785,162Net Income 2022: -$151,1302022

Highlighted filing

2017

Revenue$2,845,807
Expenses$3,020,963
Net Income-$175,156
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$2,845,807
Mission and Program Overview

Mission

Operation of a public charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$293,519$261,494▼ $32,025
Cash and Non-Interest-Bearing Accounts-$15,457-
Accounts Receivable$232,828$5,064▼ $227,764
Total Assets$526,347$282,015▼ $244,332
Liabilities
Other Liabilities$639,424$631,798▼ $7,626
Accounts Payable and Accrued Expenses$100,032$38,482▼ $61,550
Total Liabilities$739,456$670,280▼ $69,176
Net Assets / Fund Balance
Unrestricted Net Assets$-213,109$-388,265▼ $175,156
Total Net Assets Fund Balance$-213,109$-388,265▼ $175,156
Total Liabilities and Net Assets / Fund Balance$526,347$282,015▼ $244,332

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$261,494$68,254$329,748
Compensation and Service Providers

Employees

NameTitleBaseTotal
Ali OzerPrincipal$71,680$71,680

Board Members and Trustees

NameTitle
Dr Ali TombakPresident
Dr Mustafa AtayDirector
Fatih OguzSecretary
Fahrudin MekicTreasurer
Carlton L CammonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$62,345
Program Service Revenue
$2,783,462
Investment Income
$0
Other Revenue
$0
All Other Contributions
$20,804
Change in Net Assets
$-175,156

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,845,807
Total Revenue per Audited Statements
$2,845,807
Total Revenue per Form 990
$2,845,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,750,052
Other Expenses$1,270,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,137,030$97,384-$1,234,414
Occupancy$424,488$151,908-$576,396
Fees for Services Other$131,549$213,196-$344,745
Current Officers, Directors, Trustees, and Key Employees$173,629$43,407-$217,036
Other Employee Benefits$164,116$17,630-$181,746
Payroll Taxes$105,091$11,289-$116,380
Office Expenses$31,188$16,787-$47,975
Depreciation Depletion$34,738$11,579-$46,317
Other Expenses$25,396$4,482-$29,878
Interest-$19,016-$19,016
All Other Expenses$13,711$2,765-$16,476
Insurance-$16,392-$16,392
Conferences and Meetings$9,861--$9,861
Information Technology$3,333$6,518-$9,851
Fees for Services Legal-$6,511-$6,511
Fees for Services Accounting-$6,000-$6,000
Travel-$5,112-$5,112
Advertising-$1,279-$1,279
Pension Plan Contributions$430$46-$476
Total Functional Expenses$2,389,662$631,301$0$3,020,963

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,020,963
Total Expenses per Audited Statements$3,020,963
Total Expenses per Form 990$3,020,963
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
Due Related Party (triad Math)$405,798
Due Related Party (triad Ed)$226,000
Governance and Compliance

Governance Checklist

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

Form 990, Page 6, Part VI, Line 11B

President reviews the 990 prior to filing, copy is provided to full board.

Form 990, Page 6, Part VI, Line 12C

The board of directors reviews the policy annually. If any conflicts arise they are reviewed and resolved by the board of directors. Board members are required to complete disclosure form annually.

Form 990, Page 6, Part VI, Line 15A

The board of directors approves compensation for the top management official. Salary based on state and district salary schedules and school size.

Form 990, Page 6, Part VI, Line 15B

No officers are compensated. Key employee compensation is based on state and district salary schedules.

Form 990, Page 6, Part VI, Line 19

Governing documents, school policies, and financial statements are available for viewing by the public at the organization's office by appointment.

Filing and Contact Details

Filer

Filer Name
Charlotte Education Foundation
EIN
46-4239471
Phone
9802996633
Address
8701 MALLARD CREEK RD, CHARLOTTE, NC 28262-6006
Doing Business As
Queen City Stem Academy

Signing Officer

Name
Dr Ali Tombak
Title
President
Phone
9802996633
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Ali Tombak
Formed
2013
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
73
Volunteers
10

Preparer

Firm
Petway Mills & Pearson Pa
Address
PO BOX 1036, ZEBULON, NC 27597-1036
Preparer
James a Ridoutt
Phone
9192697405
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracted psychological 35,139 0 0 contracted r&m 0 36,273 0 contracted general admin. 0 176,923 0 contracted guidance svc 91,035 0 0 miscellaneous contract 3,408 0 0 contracted exceptional svc 1,967 0 0 total 131,549 213,196 0

Raw XML AppendixShowing 400 of 435 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0100032
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt038482
IRS990/AccountsReceivableGrp/BOYAmt0232828
IRS990/AccountsReceivableGrp/EOYAmt05064
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OPERATION OF A PUBLIC CHARTER SCHOOL.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01279
IRS990/AdvertisingGrp/TotalAmt01279
IRS990/AllOtherContributionsAmt020804
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02765
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013711
IRS990/AllOtherExpensesGrp/TotalAmt016476
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09802996633
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08701 MALLARD CREEK RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt015457
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt043407
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0173629
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0217036
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09861
IRS990/ConferencesMeetingsGrp/TotalAmt09861
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt062345
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01270911
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02783462
IRS990/CYRevenuesLessExpensesAmt0-175156
IRS990/CYSalariesCompEmpBnftPaidAmt01750052
IRS990/CYTotalExpensesAmt03020963
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02845807
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011579
IRS990/DepreciationDepletionGrp/ProgramServicesAmt034738
IRS990/DepreciationDepletionGrp/TotalAmt046317
IRS990/Desc0OPERATED A PUBLIC CHARTER SCHOOL SERVING APPROXIMATELY 363 STUDENTS FOR THE FISCAL YEAR ENDED 6/30/17.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0QUEEN CITY STEM ACADEMY
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt073
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02389662
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06000
IRS990/FeesForServicesAccountingGrp/TotalAmt06000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06511
IRS990/FeesForServicesLegalGrp/TotalAmt06511
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0213196
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0131549
IRS990/FeesForServicesOtherGrp/TotalAmt0344745
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DR ALI TOMBAK
IRS990/Form990PartVIISectionAGrp/PersonNm1CARLTON L CAMMON
IRS990/Form990PartVIISectionAGrp/PersonNm2FAHRUDIN MEKIC
IRS990/Form990PartVIISectionAGrp/PersonNm3FATIH OGUZ
IRS990/Form990PartVIISectionAGrp/PersonNm4DR MUSTAFA ATAY
IRS990/Form990PartVIISectionAGrp/PersonNm5ALI OZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt571680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRINCIPAL
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt041541
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02845807
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06518
IRS990/InformationTechnologyGrp/ProgramServicesAmt03333
IRS990/InformationTechnologyGrp/TotalAmt09851
IRS990/InsuranceGrp/ManagementAndGeneralAmt016392
IRS990/InsuranceGrp/TotalAmt016392
IRS990/InterestGrp/ManagementAndGeneralAmt019016
IRS990/InterestGrp/TotalAmt019016
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt068254
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0293519
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0261494
IRS990/LandBldgEquipCostOrOtherBssAmt0329748
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OPERATION OF A PUBLIC CHARTER SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-213109
IRS990/NetAssetsOrFundBalancesEOYAmt0-388265
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0151908
IRS990/OccupancyGrp/ProgramServicesAmt0424488
IRS990/OccupancyGrp/TotalAmt0576396
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016787
IRS990/OfficeExpensesGrp/ProgramServicesAmt031188
IRS990/OfficeExpensesGrp/TotalAmt047975
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017630
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0164116
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0181746
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS/PERIODICAL
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2FIELD TRIPS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT PURCHASE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04482
IRS990/OtherExpensesGrp/ProgramServicesAmt070697
IRS990/OtherExpensesGrp/ProgramServicesAmt132302
IRS990/OtherExpensesGrp/ProgramServicesAmt232103
IRS990/OtherExpensesGrp/ProgramServicesAmt325396
IRS990/OtherExpensesGrp/TotalAmt070697
IRS990/OtherExpensesGrp/TotalAmt132302
IRS990/OtherExpensesGrp/TotalAmt232103
IRS990/OtherExpensesGrp/TotalAmt329878
IRS990/OtherLiabilitiesGrp/BOYAmt0639424
IRS990/OtherLiabilitiesGrp/EOYAmt0631798
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097384
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01137030
IRS990/OtherSalariesAndWagesGrp/TotalAmt01234414
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011289
IRS990/PayrollTaxesGrp/ProgramServicesAmt0105091
IRS990/PayrollTaxesGrp/TotalAmt0116380
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt046
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0430
IRS990/PensionPlanContributionsGrp/TotalAmt0476
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DR ALI TOMBAK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STATE OF NC
IRS990/ProgramServiceRevenueGrp/Desc1COUNTY FUNDS
IRS990/ProgramServiceRevenueGrp/Desc2SCHOOL PROGRAMS & ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01845416
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1898449
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt239597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01845416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1898449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt239597
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt055987
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt01144969
IRS990/PYProgramServiceRevenueAmt02159579
IRS990/PYRevenuesLessExpensesAmt0-213109
IRS990/PYSalariesCompEmpBnftPaidAmt01283706
IRS990/PYTotalExpensesAmt02428675
IRS990/PYTotalRevenueAmt02215566
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-175156
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02783462
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0261494
IRS990ScheduleD/EquipmentGrp/DepreciationAmt068254
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0329748
IRS990ScheduleD/ExpensesSubtotalAmt03020963
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0405798
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1226000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE RELATED PARTY (TRIAD MATH)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE RELATED PARTY (TRIAD ED)
IRS990ScheduleD/RevenueSubtotalAmt02845807
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0261494
IRS990ScheduleD/TotalExpensesPerForm990Amt03020963
IRS990ScheduleD/TotalLiabilityAmt0631798
IRS990ScheduleD/TotalRevenuePerForm990Amt02845807
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02845807
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03020963
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0CHARLOTTE EDUCATION ACADEMY OPERATES A PUBLIC CHARTER SCHOOL 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 THE STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt16A) NORTH CAROLINA CHARTER SCHOOL, FUNDED BY STATE & LOCAL GOVERNMENT. ALSO RECEIVES VARIOUS FEDERAL AND STATE GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT REVIEWS THE 990 PRIOR TO FILING, COPY IS PROVIDED TO FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWS THE POLICY ANNUALLY. IF ANY CONFLICTS ARISE THEY ARE REVIEWED AND RESOLVED BY THE BOARD OF DIRECTORS. BOARD MEMBERS ARE REQUIRED TO COMPLETE DISCLOSURE FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVES COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. SALARY BASED ON STATE AND DISTRICT SALARY SCHEDULES AND SCHOOL SIZE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OFFICERS ARE COMPENSATED. KEY EMPLOYEE COMPENSATION IS BASED ON STATE AND DISTRICT SALARY SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, SCHOOL POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE ORGANIZATION'S OFFICE BY APPOINTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACTED PSYCHOLOGICAL 35,139 0 0 CONTRACTED R&M 0 36,273 0 CONTRACTED GENERAL ADMIN. 0 176,923 0 CONTRACTED GUIDANCE SVC 91,035 0 0 MISCELLANEOUS CONTRACT 3,408 0 0 CONTRACTED EXCEPTIONAL SVC 1,967 0 0 TOTAL 131,549 213,196 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRIAD EDUCATIONAL SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TRIAD MATH & SCIENCE ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0272186510
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1208471670
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ED SVCS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0123 SHORELAKE DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1700 CREEK RIDGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GREENSBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1GREENSBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027455
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd127406
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0226000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1180000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2225798
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TRIAD EDUCATIONAL SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1TRIAD MATH AND SCIENCE ACADEMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2TRIAD MATH AND SCIENCE ACADEMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2M
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0526347
IRS990/TotalAssetsEOYAmt0282015
IRS990/TotalAssetsGrp/BOYAmt0526347
IRS990/TotalAssetsGrp/EOYAmt0282015
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt062345
IRS990/TotalEmployeeCnt073
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0631301
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02389662
IRS990/TotalFunctionalExpensesGrp/TotalAmt03020963
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0739456
IRS990/TotalLiabilitiesEOYAmt0670280
IRS990/TotalLiabilitiesGrp/BOYAmt0739456
IRS990/TotalLiabilitiesGrp/EOYAmt0670280
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-213109
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-388265
IRS990/TotalProgramServiceExpensesAmt02389662
IRS990/TotalProgramServiceRevenueAmt02783462
IRS990/TotalReportableCompFromOrgAmt071680
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02783462
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02845807
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0526347
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0282015
IRS990/TravelGrp/ManagementAndGeneralAmt05112
IRS990/TravelGrp/TotalAmt05112
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-213109
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-388265
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08701 MALLARD CREEK RD
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings