Civic Intelligence

Summerfield Charter Academy Parent

EIN 47-1370282 • 501(c)3 • Summerfield, NC

Profile

To provide planning, technical, business, and financial assistance and support to various academic, athletic, and arts related clubs, programs, and activities offered to students at summerfield charter academy.

5303 Hwy 220 NSummerfield, NC 27358

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

0.04x

Higher debt load relative to assets than 94% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.03x

Higher debt load relative to revenue than 94% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-60%

Higher net margin than 8% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

8th percentile

-41%

Faster asset growth than 8% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$40,475

Down $28,469 (-41%) from 2023

Liabilities

Up

$1,558

Up $1,558 from 2023

Net Assets

Down

$38,917

Down $30,027 (-44%) from 2023

Revenue

Down

$50,345

Down $13,203 (-21%) from 2023

Expenses

Up

$80,372

Up $21,973 (+38%) from 2023

Net Income

Down

-$30,027

Down $35,176 (-683%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2015: $35,228Liabilities 2015: $02015Assets 2016: $61,287Liabilities 2016: $0Net Assets 2016: $61,2872016Assets 2017: $54,555Liabilities 2017: $0Net Assets 2017: $54,5552017Assets 2019: $60,401Liabilities 2019: $0Net Assets 2019: $60,4012019Assets 2020: $74,445Liabilities 2020: $0Net Assets 2020: $74,4452020Assets 2021: $60,558Liabilities 2021: $0Net Assets 2021: $60,5582021Assets 2022: $63,795Liabilities 2022: $0Net Assets 2022: $63,7952022Assets 2023: $68,944Liabilities 2023: $0Net Assets 2023: $68,9442023Assets 2024: $40,475Liabilities 2024: $1,558Net Assets 2024: $38,9172024

Highlighted filing

2024

Assets$40,475
Liabilities$1,558
Net Assets$38,917

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $65,523Expenses 2015: $30,295Net Income 2015: $35,2282015Revenue 2016: $46,160Expenses 2016: $20,101Net Income 2016: $26,0592016Revenue 2017: $37,501Expenses 2017: $44,233Net Income 2017: -$6,7322017Revenue 2019: $39,463Expenses 2019: $47,042Net Income 2019: -$7,5792019Revenue 2020: $49,708Expenses 2020: $35,664Net Income 2020: $14,0442020Revenue 2021: $2,043Expenses 2021: $15,930Net Income 2021: -$13,8872021Revenue 2022: $56,249Expenses 2022: $53,012Net Income 2022: $3,2372022Revenue 2023: $63,548Expenses 2023: $58,399Net Income 2023: $5,1492023Revenue 2024: $50,345Expenses 2024: $80,372Net Income 2024: -$30,0272024

Highlighted filing

2024

Revenue$50,345
Expenses$80,372
Net Income-$30,027

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$50,345
Mission and Program Overview

Mission

To provide planning, technical, business, and financial assistance and support to various academic, athletic, and arts related clubs, programs, and activities offered to students at summerfield charter academy.

Support academic, athletic, and arts program at summerfield charter academy.

Program Services

DescriptionGrantsExpenses
SUPPORT ACADEMIC, ATHLETIC, AND ARTS PROGRAMS AT SUMMERFIELD CHARTER ACADEMY.$0$80,372
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC MOOREPresident-$0--
MELISSA WHITEVice President-$0--
AARON HOLCOMBTreasurer-$0--
KATIE GOODALLAssistant Treasurer-$0--
SUSIE KIMSecretary-$0--
CHRISTINE MCGLYNNAssistant Secretary-$0--
WHITNEY CRAINExtracurricular Chair-$0--
RUDY SWOFFORDDirector-$0--
BECCA CLAYTONDirector-$0--
ASHLEY FLYNNDirector-$0--
NINA WILKERSONAcademic Chair-$0--
BRITTANY HARRISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Summerfield Charter Academy Parent
EIN
47-1370282
Phone
3366431974
Address
5303 HWY 220 N, SUMMERFIELD, NC 27358

Signing Officer

Name
Aaron Holcomb
Title
Treasurer
Phone
3366431974
Signed
2025-05-12
Discuss with paid preparer
No

Preparer

Preparer
Sally T Jenkins
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: academic enhancement. Amount: 14,895. Description: athletic expenses. Amount: 20,400. Description: dances/picnics/fall & spring festivals. Amount: 7,926. Description: general operating expenses. Amount: 2,400. Description: outdoor expenses - picnic tables, gaga pit, flowers. Amount: 11,675. Description: staff appreciation. Amount: 5,606. Description: middle school activities & band. Amount: 14,742. Description: banners & other fundraising supplies. Amount: 539. Description: k-5th grade activities. Amount: 2,189. Total to form 990-ez, line 16: 80,372.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit card payables. Beg. Of year amount: 0. End of year amount: 1,088. Description: payable to sca. Beg. Of year amount: 0. End of year amount: 470.

Raw XML Appendix197 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACADEMIC ENHANCEMENT. AMOUNT: 14,895. DESCRIPTION: ATHLETIC EXPENSES. AMOUNT: 20,400. DESCRIPTION: DANCES/PICNICS/FALL & SPRING FESTIVALS. AMOUNT: 7,926. DESCRIPTION: GENERAL OPERATING EXPENSES. AMOUNT: 2,400. DESCRIPTION: OUTDOOR EXPENSES - PICNIC TABLES, GAGA PIT, FLOWERS. AMOUNT: 11,675. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 5,606. DESCRIPTION: MIDDLE SCHOOL ACTIVITIES & BAND. AMOUNT: 14,742. DESCRIPTION: BANNERS & OTHER FUNDRAISING SUPPLIES. AMOUNT: 539. DESCRIPTION: K-5TH GRADE ACTIVITIES. AMOUNT: 2,189. TOTAL TO FORM 990-EZ, LINE 16: 80,372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CREDIT CARD PAYABLES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,088. DESCRIPTION: PAYABLE TO SCA. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 470.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/ReturnTs02025-05-12T10:32:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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