Civic Intelligence

The Learning Trail Inc

990EZ • Fiscal year 2021 • EIN 47-1642083

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 17, 2022

Organization Profilewww.thelearningtrail.org
PO Box 3061Chapel Hill, NC 27515-3061

(917) 655-3229

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

70th percentile

32%

Higher net margin than 70% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE B90 • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

28%

Faster asset growth than 65% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

35th percentile

-19%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$213,883

Up $82,663 (+63%) from 2019

Net Assets

$213,883

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$69,045

Down $36,247 (-34%) from 2019

Expenses

Down

$46,939

Down $6,776 (-13%) from 2019

Net Income

Down

$22,106

Down $29,471 (-57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2019: $131,220Liabilities 2019: $02019Assets 2021: $213,883Net Assets 2021: $213,8832021Assets 2022: $255,150Liabilities 2022: $0Net Assets 2022: $255,1502022Assets 2023: $224,807Liabilities 2023: $02023Assets 2024: $237,012Liabilities 2024: $02024Assets 2025: $239,848Net Assets 2025: $239,8482025

Highlighted filing

2021

Assets$213,883
Liabilities-
Net Assets$213,883
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0Revenue 2019: $105,292Expenses 2019: $53,715Net Income 2019: $51,5772019Revenue 2021: $69,045Expenses 2021: $46,939Net Income 2021: $22,1062021Revenue 2022: $114,594Expenses 2022: $63,262Net Income 2022: $51,3322022Revenue 2023: $78,309Expenses 2023: $74,619Net Income 2023: $3,6902023Revenue 2024: $92,311Expenses 2024: $90,223Net Income 2024: $2,0882024Revenue 2025: $114,172Expenses 2025: $106,642Net Income 2025: $7,5302025

Highlighted filing

2021

Revenue$69,045
Expenses$46,939
Net Income$22,106
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 17, 2022
Return Version
2020v4.0
Gross Receipts
$69,045
Mission and Program Overview

Mission

Provideacademicandemotionalsupporttolow-incomechildrenrangingfrompre-schoolthroughmiddleschoolandtheirfamiliestoenablethechildrentoachievetheirfullacademicandsocialpotential

Program Services

DescriptionGrantsExpenses
EarlyChildhoodProgram-Thisprogramservesapproximately25childrenfrompre-schoolthroughsecondgrade.Thesechildrenparticipateinalanguageenrichmentprogramemphasizingdevelopmentandpre-academicskills.Childreninkindergartenthroughsecondgradereceiveweeklyafter-schooltutoringinlanguageacquisition,readingandmathskills.$32,058$37,189
After-SchoolTutoring.Approximately35childrenfromgrades1through7receiveweeklyindividualtutoringafter-schoolwithanemphasisonimprovingtheirreading,writingandmathskillsandinworkingonschoolassignmentsandprojects$1,750$1,840
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne MorrisPresident And DirectorPT$0--
Kathleen BrowningVice- President And DirectorPT$0--
M Christine DeVitaSecretary And Director-$0--
Peter ProntTreasurer And Director-$0--
Ann WhiteDirectorPT$0--
Bruce TomasonDirector-$0--
Courtney Cooper-LewterDirector-$0--
Gloria HomerDirector-$0--
William JonesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Learning Trail Inc
EIN
47-1642083
In Care Of
% Kathleen Browning
Address
PO BOX 3061, CHAPEL HILL, NC 27515-3061

Signing Officer

Name
Peter E Pront
Title
Treasurer
Signed
2022-01-17
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| , $0|”

Part I, line 16

“| Other Expenses:, Amount:| Supplies-$1419 Snacks and Food- $1046 Books and Educational Materials-$2959 Cleaning- $788 Bank Fees- $206 Ink-$165 Garden-$105 COVID 19 Safety Procedures- $1501 Volunteer Recognition- $505 Insurance Premiums-$1710 Filing Fees- $50 Board Meeting Expenses- $60 P.O. Box Renewal and Web Domain Renewal- $294 Employment Search- $828 N.C. Center for Non- Profits- $380 Miscellaneous- $175, $12191|”

Part I, line 20

“| Explanation:, Amount:| increase in amount of donations and reduction in certain programs due to COVID, $9396|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Property and Equipment, $21314, $24273|”

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chapel Hill
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0275178486
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IRS990EZ/OccupancyRentUtltsAndMaintAmt0570
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Suzanne Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathleen Browning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2M Christine DeVita
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Peter Pront
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ann White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bruce Tomason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Courtney Cooper-Lewter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Gloria Homer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8William Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice- President and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021314
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024273
IRS990EZ/OtherChangesInNetAssetsAmt09396
IRS990EZ/OtherExpensesTotalAmt012191
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provideacademicandemotionalsupporttolow-incomechildrenrangingfrompre-schoolthroughmiddleschoolandtheirfamiliestoenablethechildrentoachievetheirfullacademicandsocialpotential
IRS990EZ/PrintingPublicationsPostageAmt0573
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EarlyChildhoodProgram-Thisprogramservesapproximately25childrenfrompre-schoolthroughsecondgrade.Thesechildrenparticipateinalanguageenrichmentprogramemphasizingdevelopmentandpre-academicskills.Childreninkindergartenthroughsecondgradereceiveweeklyafter-schooltutoringinlanguageacquisition,readingandmathskills.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1After-SchoolTutoring.Approximately35childrenfromgrades1through7receiveweeklyindividualtutoringafter-schoolwithanemphasisonimprovingtheirreading,writingandmathskillsandinworkingonschoolassignmentsandprojects
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032058
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037189
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11840
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033605
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046939
IRS990EZ/TotalProgramServiceExpensesAmt039029
IRS990EZ/TotalRevenueAmt069045
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.thelearningtrail.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0105292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0332838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt076
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89
IRS990ScheduleA/PublicSupportPY170Pct00.76
IRS990ScheduleA/PublicSupportTotal170Amt0296002
IRS990ScheduleA/SubstantialContributorsTotAmt036836
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0105292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt036999
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0332838
IRS990ScheduleA/TotalSupportAmt0332838
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| , $0|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Supplies-$1419 Snacks and Food- $1046 Books and Educational Materials-$2959 Cleaning- $788 Bank Fees- $206 Ink-$165 Garden-$105 COVID 19 Safety Procedures- $1501 Volunteer Recognition- $505 Insurance Premiums-$1710 Filing Fees- $50 Board Meeting Expenses- $60 P.O. Box Renewal and Web Domain Renewal- $294 Employment Search- $828 N.C. Center for Non- Profits- $380 Miscellaneous- $175, $12191|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| increase in amount of donations and reduction in certain programs due to COVID, $9396|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Property and Equipment, $21314, $24273|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter E Pront
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEARNING TRAIL INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0471642083
ReturnHeader/Filer/ForeignPhoneNum07034472646
ReturnHeader/Filer/InCareOfNm0% Kathleen Browning
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3061
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275153061
ReturnHeader/ReturnTs02022-01-17T10:05:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,883
Liabilities
-
Net assets
$213,883
Revenue
$69,045
Expenses
$46,939
Net income
$22,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$2.40$1.14$1.07$0.08
2024Summary only. Only limited summary data is available for this year.$2.37$0.00$0.92$0.90$0.02
2023Summary only. Only limited summary data is available for this year.$2.25$0.00$0.78$0.75$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.15$0.63$0.51
2021Detailed filing. Detailed filing data is available for this year.$2.14$2.14$0.69$0.47$0.22
2019Summary only. Only limited summary data is available for this year.$1.31$0.00$1.05$0.54$0.52