Civic Intelligence

Carolina Day School Inc.

990 • Fiscal year 2019 • EIN 56-0125490

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 11, 2020

1345 Hendersonville RoadAsheville, NC 28803

(828) 274-0757

Siviq Scores

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

Liabilities / Assets

44th percentile

0.21x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

0.30x

Higher debt load relative to revenue than 43% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Net Margin

28th percentile

-2.9%

Higher net margin than 28% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

78th percentile

$372,322

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Asset Growth

12th percentile

-4.1%

Faster asset growth than 12% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

5.5%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Down

$28,622,548

Down $1,210,063 (-4.1%) from 2018

Net Assets

Down

$22,690,350

Down $611,620 (-2.6%) from 2018

Liabilities

Down

$5,932,198

Down $598,443 (-9.2%) from 2018

Revenue

Up

$19,835,545

Up $1,031,864 (+5.5%) from 2018

Expenses

Up

$20,414,459

Up $1,227,827 (+6.4%) from 2018

Net Income

Down

-$578,914

Down $195,963 (-51%) from 2018

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $21,515,726Liabilities 2010: $2,239,584Net Assets 2010: $19,276,1422010Assets 2011: $22,858,694Liabilities 2011: $3,557,109Net Assets 2011: $19,301,5852011Assets 2012: $22,571,884Liabilities 2012: $3,542,296Net Assets 2012: $19,029,5882012Assets 2013: $21,748,724Liabilities 2013: $2,055,314Net Assets 2013: $19,693,4102013Assets 2014: $22,502,208Liabilities 2014: $2,127,661Net Assets 2014: $20,374,5472014Assets 2015: $25,420,361Liabilities 2015: $2,569,958Net Assets 2015: $22,850,4032015Assets 2016: $31,529,663Liabilities 2016: $7,563,930Net Assets 2016: $23,965,7332016Assets 2017: $30,769,254Liabilities 2017: $7,056,880Net Assets 2017: $23,712,3742017Assets 2018: $29,832,611Liabilities 2018: $6,530,641Net Assets 2018: $23,301,9702018Assets 2019: $28,622,548Liabilities 2019: $5,932,198Net Assets 2019: $22,690,3502019Assets 2020: $29,276,919Liabilities 2020: $7,703,636Net Assets 2020: $21,573,2832020Assets 2021: $29,412,889Liabilities 2021: $5,607,802Net Assets 2021: $23,805,0872021Assets 2022: $32,933,640Liabilities 2022: $6,321,376Net Assets 2022: $26,612,2642022Assets 2023: $34,097,937Liabilities 2023: $6,815,533Net Assets 2023: $27,282,4042023Assets 2024: $35,721,901Liabilities 2024: $6,267,505Net Assets 2024: $29,454,3962024

Highlighted filing

2019

Assets$28,622,548
Liabilities$5,932,198
Net Assets$22,690,350

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $12,812,0522010Expenses 2011: $13,592,9762011Expenses 2012: $13,551,0622012Revenue 2013: $13,795,572Expenses 2013: $13,663,686Net Income 2013: $131,8862013Revenue 2014: $14,275,950Expenses 2014: $13,917,895Net Income 2014: $358,0552014Revenue 2015: $17,827,659Expenses 2015: $15,060,020Net Income 2015: $2,767,6392015Revenue 2016: $17,351,951Expenses 2016: $16,142,094Net Income 2016: $1,209,8572016Revenue 2017: $17,571,945Expenses 2017: $18,120,378Net Income 2017: -$548,4332017Revenue 2018: $18,803,681Expenses 2018: $19,186,632Net Income 2018: -$382,9512018Revenue 2019: $19,835,545Expenses 2019: $20,414,459Net Income 2019: -$578,9142019Revenue 2020: $19,013,830Expenses 2020: $20,151,406Net Income 2020: -$1,137,5762020Revenue 2021: $19,874,947Expenses 2021: $18,827,442Net Income 2021: $1,047,5052021Revenue 2022: $23,274,107Expenses 2022: $19,062,427Net Income 2022: $4,211,6802022Revenue 2023: $21,051,570Expenses 2023: $20,728,083Net Income 2023: $323,4872023Revenue 2024: $23,521,962Expenses 2024: $21,791,118Net Income 2024: $1,730,8442024

Highlighted filing

2019

Revenue$19,835,545
Expenses$20,414,459
Net Income-$578,914
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 11, 2020
Return Version
2018v3.1
Gross Receipts
$19,960,808
Mission and Program Overview

Mission

To inspire students to become innovative thinkers who communicate with intelligence and clarity, create with vision and purpose, and act with courage and compassion to confidently make a meaningful difference in the world.

Providing educational services to the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,494,113$19,635,058▼ $859,055
Investments in Publicly Traded Securities$4,956,380$4,936,380▼ $20,000
Savings and Temporary Cash Investments$3,516,937$3,246,544▼ $270,393
Accounts Receivable$64,203$386,683▲ $322,480
Cash and Non-Interest-Bearing Accounts$536,284$312,004▼ $224,280
Pledges and Grants Receivable$186,560$57,906▼ $128,654
Prepaid Expenses and Deferred Charges$78,134$47,973▼ $30,161
Total Assets$29,832,611$28,622,548▼ $1,210,063
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,628,267$3,453,693▼ $174,574
Deferred Revenue$1,665,847$1,296,299▼ $369,548
Accounts Payable and Accrued Expenses$1,065,728$1,006,147▼ $59,581
Other Liabilities$170,799$176,059▲ $5,260
Total Liabilities$6,530,641$5,932,198▼ $598,443
Net Assets / Fund Balance
Unrestricted Net Assets$19,420,944$18,969,690▼ $451,254
Permanently Rstr Net Assets$3,031,520$3,037,374▲ $5,854
Temporarily Rstr Net Assets$849,506$683,286▼ $166,220
Total Net Assets Fund Balance$23,301,970$22,690,350▼ $611,620
Total Liabilities and Net Assets / Fund Balance$29,832,611$28,622,548▼ $1,210,063

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,175,913$7,350,070$19,525,983
Land$5,159,505-$5,159,505
Equipment$912,618$1,702,020$2,614,638
Other Land Buildings$1,348,178$1,252,632$2,600,810
Leasehold Improvements$38,844$106,726$145,570

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,957,380$47,464▲ $198,266$246,500$4,956,610
2017$4,878,236$27,547▲ $276,097$224,500$4,957,380
2016$4,561,565$55,510▲ $497,161$236,000$4,878,236
2015$4,812,206$88,631▼ $134,354$204,918$4,561,565
2014$5,021,507$101,725▼ $108,798$202,228$4,812,206
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kirk DuncanHead of School/presFT$328,401$43,921$372,322
Brett FuhrmanCFO/treasurerFT$207,992$16,042$224,034
Peggy DanielsAssoc. Head/VPFT$130,554$12,226$142,780
Jeffry KalilMiddle School PrincipalFT$114,159$11,171$125,330
Elaine KreuzDirector of AdvancementFT$112,952$11,538$124,490
Diane MilnerKey School PrincipalFT$101,812$10,787$112,599

Board Members and Trustees

NameTitle
Tom OreckBoard Chair
Michael AndryFinance Chair/treasurer
Ann GoosmannTrustee
Anne WinnerTrustee
Bob BellTrustee
Dennis DavittTrustee
Heather CassidyTrustee
Jen RammingTrustee
Jennifer BockTrustee
John StanierTrustee
Lakesha McdayTrustee
Max Cogburn JrTrustee
Monica BastinTrustee
PATTI D'ANGELOTrustee
Robin OswaldTrustee
Scott GroceTrustee
Suzanne RoseTrustee
Swati PatelTrustee
Tom OlversonTrustee
Ted HullAssistant Treasurer
Julie RoseSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Inspection Ready CleaningCleaning ServicePO BOX 1623, Skyland, NC 28776$207,005
Electronic OfficeComputer Consulting1257 SWEETEN CREEK RD, Asheville, NC 28803$140,020
Revenue and Support

Revenue Composition

Contributions and Grants
$1,197,207
Program Service Revenue
$18,267,981
Investment Income
$314,595
Other Revenue
$55,762
All Other Contributions
$1,057,506
Change in Net Assets
$-578,914

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$82,880Fair Market Value (FMV)
Total Noncash Contributions4$82,880-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,801,974
Revenue Not Reported on Financial Statements
$33,571
Revenue Not Reported on Form 990
$92,557
Total Revenue per Audited Statements
$19,894,531
Total Revenue per Form 990
$19,835,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,063,369
Other Expenses$4,750,864
Grants and Similar Amounts Paid$3,600,226
Total Fundraising Expense$486,298
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,729,474$427,844$325,252$8,482,570
Grants to Domestic Individuals$3,600,226--$3,600,226
Other Employee Benefits$1,535,333$66,449$67,982$1,669,764
Depreciation Depletion$994,941--$994,941
Current Officers, Directors, Trustees, and Key Employees$142,780$596,356-$739,136
Office Expenses$585,176$81,456$33,166$699,798
Payroll Taxes$530,810$84,993$23,486$639,289
Fees for Services Other$79,158$533,290$21,903$634,351
Occupancy$345,812$125,776-$471,588
Information Technology$439,802--$439,802
Pension Plan Contributions$321,103$87,090$14,509$422,702
Advertising-$140,693-$140,693
Interest$121,095--$121,095
Comp Disqual Persons$32,667$77,241-$109,908
Insurance-$107,092-$107,092
Travel$96,855--$96,855
Other Expenses$89,517--$89,517
Fees for Services Legal-$65,022-$65,022
Fees for Services Accounting-$36,425-$36,425
All Other Expenses$34,440--$34,440
Fees for Service Investment Mgmnt Fees-$33,311-$33,311
Conferences and Meetings-$13,004-$13,004
Total Functional Expenses$17,452,119$2,476,042$486,298$20,414,459

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$20,509,613
Total Expenses per Form 990$20,414,459
Expenses per Audited Statements$20,380,888
Expenses Not Reported on Form 990$128,725
Expenses Not Reported on Financial Statements$33,571
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$177,482
Fundraising Direct Expenses$125,263
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$312,973$173,272$41,763$131,509
Book Fair$4,210$4,210-$4,210
Total Events$317,183$177,482$125,263$52,219
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Max Cogburn IiiRelated to Max Cogburn Jr., TrusteeEmployee ServicesNo$77,241
Meredith DanielsRelated to Peggy Daniels, the Assoc Ho/vpEmployee ServicesNo$32,667
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current Portion of Lt Debt$176,059
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
Yes
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
No
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, Part VI, Section B, Line 11B

The 990 was reviewed in depth by the audit committee with assistance of the tax preparer and then provided to the entire voting board, prior to the return's filing with the irs.

Form 990, Part VI, Section B, Line 12C

All board members are required to sign an annual conflict of interest policy. The organization's cfo monitors transactions for the school to identify any potential conflicts of interest.

Form 990, Part VI, Section B, Line 15A

Compensation for the head of school/president is determined by a compensation committee who obtain comparable data from similar schools. Compensation for the associate head of school/vice-president is determined by the head of school who uses comparable data from similar schools. Annual salary increase is the same as for all other employees of the school.

Form 990, Part VI, Section C, Line 18

Recent filings of the form 990 are available upon request and online at www.guidestar.org.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, financial statements, and conflict of interest policy available upon request.

Filing and Contact Details

Filer

Filer Name
Carolina Day School Inc
EIN
56-0125490
Phone
8282740757
Address
1345 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803

Signing Officer

Name
Brett Fuhrman
Title
CFO/treasurer
Phone
8282740757
Signed
2020-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peggy Daniels
Formed
1936
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
298
Volunteers
400

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The organization utilizes distributions from endowment funds as directed by donors for a variety of programs and services offered by the school as part of its exempt purpose.

PART X, LINE 2:

The school is exempt from federal and state income taxes under internal revenue code section 501(c)(3) and the statutes of the state of north carolina. Accordingly, no provision for income taxes is provided in the financial statements. The school's policy is to record a liability for any tax position taken that is beneficial to the school, including any related interest and penalties, when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of june 30, 2019 and, accordingly, no liability has been accrued. The school's federal returns of organization exempt from income tax (form 990) for 2018 are subject to examination by the irs, generally for three years after they were filed.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Auction expenses 125,263.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Subsidiary expenses 3,462. Auction expenses 125,263.

Raw XML AppendixShowing 400 of 806 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/Desc0SEE SCHEDULE O CAROLINA DAY SCHOOL IS AN ACCREDITED, CO-EDUCATIONAL INDEPENDENT SCHOOL. IN THE 2018-19 SCHOOL YEAR, 652 STUDENTS ENROLLED IN PRE-KINDERGARTEN THROUGH GRADE 12. CAROLINA DAY SCHOOL IS A LEADER IN EDUCATIONAL INNOVATION AND A MODEL OF EDUCATIONAL EXCELLENCE. OUR EDUCATORS ENGINEER A COHESIVE CURRICULUM IN A SUPPORTIVE ENVIRONMENT WHERE INQUIRY, DISCOVERY, AND LEARNING FLOURISH. BUILDING STRONG FOUNDATIONAL SKILLS IS THE STARTING POINT IN CAROLINA DAY CLASSROOMS. STUDENTS ENGAGE IN REAL-WORLD PROBLEM SOLVING, PROJECT-BASED LEARNING, SERVICE LEARNING, AND DESIGN THINKING. THE KEY SCHOOL, ESTABLISHED IN 1997, IS A DIVISION OF CAROLINA DAY SCHOOL. THE KEY SCHOOL PROVIDES EDUCATIONAL OPPORTUNITIES FOR BRIGHT STUDENTS WITH LANGUAGE-BASED LEARNING DIFFERENCES. THE KEY SCHOOL'S TEACHER TRAINING PROGRAM IS ACCREDITED BY THE INTERNATIONAL MULTISENSORY STRUCTURED LANGUAGE EDUCATION COUNCIL, THE ACADEMY OF ORTON-GILLINGHAM PRACTITIONERS AND EDUCATORS, AND THE INTERNATIONAL DYSLEXIA ASSOCIATION.
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2141492
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2212226
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2316042
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2410787
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2511538
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2611171
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM ORECK
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL ANDRY
IRS990/Form990PartVIISectionAGrp/PersonNm2TED HULL
IRS990/Form990PartVIISectionAGrp/PersonNm3JULIE ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm4MONICA BASTIN
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB BELL
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER BOCK
IRS990/Form990PartVIISectionAGrp/PersonNm7HEATHER CASSIDY
IRS990/Form990PartVIISectionAGrp/PersonNm8MAX COGBURN JR
IRS990/Form990PartVIISectionAGrp/PersonNm9PATTI D'ANGELO
IRS990/Form990PartVIISectionAGrp/PersonNm10DENNIS DAVITT
IRS990/Form990PartVIISectionAGrp/PersonNm11ANN GOOSMANN
IRS990/Form990PartVIISectionAGrp/PersonNm12SCOTT GROCE
IRS990/Form990PartVIISectionAGrp/PersonNm13LAKESHA MCDAY
IRS990/Form990PartVIISectionAGrp/PersonNm14TOM OLVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBIN OSWALD
IRS990/Form990PartVIISectionAGrp/PersonNm16SWATI PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm17JEN RAMMING
IRS990/Form990PartVIISectionAGrp/PersonNm18SUZANNE ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN STANIER
IRS990/Form990PartVIISectionAGrp/PersonNm20ANNE WINNER
IRS990/Form990PartVIISectionAGrp/PersonNm21KIRK DUNCAN
IRS990/Form990PartVIISectionAGrp/PersonNm22PEGGY DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm23BRETT FUHRMAN
IRS990/Form990PartVIISectionAGrp/PersonNm24DIANE MILNER
IRS990/Form990PartVIISectionAGrp/PersonNm25ELAINE KREUZ
IRS990/Form990PartVIISectionAGrp/PersonNm26JEFFRY KALIL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21330830
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22130554
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23207992
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24101812
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25112952
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26114159
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCE CHAIR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21HEAD OF SCHOOL/PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSOC. HEAD/VP
IRS990/Form990PartVIISectionAGrp/TitleTxt23CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24KEY SCHOOL PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIR. OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26MIDDLE SCHOOL PRINCIPAL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01936
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0139701
IRS990/FundraisingDirectExpensesAmt0125263
IRS990/FundraisingGrossIncomeAmt0177482
IRS990/GainOrLossGrp/SecuritiesAmt067331
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt03600226
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03600226
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03600226
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt067331
IRS990/GrossReceiptsAmt019960808
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0439802
IRS990/InformationTechnologyGrp/TotalAmt0439802
IRS990/InsuranceGrp/ManagementAndGeneralAmt0107092
IRS990/InsuranceGrp/TotalAmt0107092
IRS990/InterestGrp/ProgramServicesAmt0121095
IRS990/InterestGrp/TotalAmt0121095
IRS990/InvestmentIncomeGrp/ExclusionAmt0247264
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0247264
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04956380
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04936380
IRS990/IRPDocumentCnt067
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010411448
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020494113
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019635058
IRS990/LandBldgEquipCostOrOtherBssAmt030046506
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INSPIRE STUDENTS TO BECOME INNOVATIVE THINKERS WHO COMMUNICATE WITH INTELLIGENCE AND CLARITY, CREATE WITH VISION AND PURPOSE, AND ACT WITH COURAGE AND COMPASSION TO CONFIDENTLY MAKE A MEANINGFUL DIFFERENCE IN THE WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03628267
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03453693
IRS990/NetAssetsOrFundBalancesBOYAmt023301970
IRS990/NetAssetsOrFundBalancesEOYAmt022690350
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt067331
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt067331
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt052219
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt052219
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-32706
IRS990/NoncashContributionsAmt082880
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt0125776
IRS990/OccupancyGrp/ProgramServicesAmt0345812
IRS990/OccupancyGrp/TotalAmt0471588
IRS990/OfficeExpensesGrp/FundraisingAmt033166
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt081456
IRS990/OfficeExpensesGrp/ProgramServicesAmt0585176
IRS990/OfficeExpensesGrp/TotalAmt0699798
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt067982
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt066449
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01535333
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01669764
IRS990/OtherExpensesGrp/Desc0CLASS EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER EDUCATIONAL EXPEN
IRS990/OtherExpensesGrp/Desc2CLUB EXPENSES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt0481572
IRS990/OtherExpensesGrp/ProgramServicesAmt1147733
IRS990/OtherExpensesGrp/ProgramServicesAmt2143625
IRS990/OtherExpensesGrp/ProgramServicesAmt389517
IRS990/OtherExpensesGrp/TotalAmt0481572
IRS990/OtherExpensesGrp/TotalAmt1147733
IRS990/OtherExpensesGrp/TotalAmt2143625
IRS990/OtherExpensesGrp/TotalAmt389517
IRS990/OtherLiabilitiesGrp/BOYAmt0170799

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$6.27$29.5$23.5$21.8$1.73
2023Detailed filing. Detailed filing data is available for this year.$34.1$6.82$27.3$21.1$20.7$0.32
2022Detailed filing. Detailed filing data is available for this year.$32.9$6.32$26.6$23.3$19.1$4.21
2021Detailed filing. Detailed filing data is available for this year.$29.4$5.61$23.8$19.9$18.8$1.05
2020Detailed filing. Detailed filing data is available for this year.$29.3$7.70$21.6$19.0$20.2$1.14
2019Detailed filing. Detailed filing data is available for this year.$28.6$5.93$22.7$19.8$20.4$0.58
2018Detailed filing. Detailed filing data is available for this year.$29.8$6.53$23.3$18.8$19.2$0.38
2017Detailed filing. Detailed filing data is available for this year.$30.8$7.06$23.7$17.6$18.1$0.55
2016Detailed filing. Detailed filing data is available for this year.$31.5$7.56$24.0$17.4$16.1$1.21
2015Detailed filing. Detailed filing data is available for this year.$25.4$2.57$22.9$17.8$15.1$2.77
2014Detailed filing. Detailed filing data is available for this year.$22.5$2.13$20.4$14.3$13.9$0.36
2013Summary only. Only limited summary data is available for this year.$21.7$2.06$19.7$13.8$13.7$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.6$3.54$19.0$13.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$3.56$19.3$13.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$2.24$19.3$12.8