Civic Intelligence

The Burlington School Inc

990 • Fiscal year 2018 • EIN 56-0612840

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

Organization ProfileWWW.THEBURLINGTONSCHOOL.ORG

View Organization Page

1615 Greenwood TerraceBurlington, NC 27215

(336) 228-0296

Siviq Scores

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

Liabilities / Assets

77th percentile

0.53x

Higher debt load relative to assets than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.74x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$133,472

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

96th percentile

83%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$5,292,615

Up $2,407,556 (+83%) from 2017

Net Assets

Up

$2,513,331

Up $589,879 (+31%) from 2017

Liabilities

Up

$2,779,284

Up $1,817,677 (+189%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin75th percentile

Revenue

Down

$3,761,603

Down $661,027 (-15%) from 2017

Expenses

Down

$3,134,341

Down $73,654 (-2.3%) from 2017

Net Income

Down

$627,262

Down $587,373 (-48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,058,748Liabilities 2011: $913,323Net Assets 2011: $1,145,4252011Assets 2012: $2,130,193Liabilities 2012: $772,275Net Assets 2012: $1,357,9182012Assets 2013: $2,041,437Liabilities 2013: $802,649Net Assets 2013: $1,238,7882013Assets 2014: $1,828,939Liabilities 2014: $985,031Net Assets 2014: $843,9082014Assets 2015: $1,650,612Liabilities 2015: $938,742Net Assets 2015: $711,8702015Assets 2016: $1,554,675Liabilities 2016: $881,034Net Assets 2016: $673,6412016Assets 2017: $2,885,059Liabilities 2017: $961,607Net Assets 2017: $1,923,4522017Assets 2018: $5,292,615Liabilities 2018: $2,779,284Net Assets 2018: $2,513,3312018Assets 2019: $5,031,196Liabilities 2019: $2,437,075Net Assets 2019: $2,594,1212019Assets 2020: $5,513,576Liabilities 2020: $2,254,350Net Assets 2020: $3,259,2262020Assets 2021: $6,033,269Liabilities 2021: $2,322,424Net Assets 2021: $3,710,8452021Assets 2022: $6,157,327Liabilities 2022: $2,257,575Net Assets 2022: $3,899,7522022Assets 2023: $8,131,437Liabilities 2023: $2,725,655Net Assets 2023: $5,405,7822023Assets 2024: $13,014,350Liabilities 2024: $6,050,201Net Assets 2024: $6,964,1492024

Highlighted filing

2018

Assets$5,292,615
Liabilities$2,779,284
Net Assets$2,513,331
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,831,1572011Expenses 2012: $1,885,6192012Expenses 2013: $2,095,3652013Revenue 2014: $2,935,500Expenses 2014: $3,132,761Net Income 2014: -$197,2612014Revenue 2015: $2,806,577Expenses 2015: $3,487,105Net Income 2015: -$680,5282015Revenue 2016: $3,175,375Expenses 2016: $3,213,604Net Income 2016: -$38,2292016Revenue 2017: $4,422,630Expenses 2017: $3,207,995Net Income 2017: $1,214,6352017Revenue 2018: $3,761,603Expenses 2018: $3,134,341Net Income 2018: $627,2622018Revenue 2019: $3,337,075Expenses 2019: $3,256,285Net Income 2019: $80,7902019Revenue 2020: $4,085,768Expenses 2020: $3,422,231Net Income 2020: $663,5372020Revenue 2021: $3,947,789Expenses 2021: $3,572,046Net Income 2021: $375,7432021Revenue 2022: $4,458,086Expenses 2022: $4,193,090Net Income 2022: $264,9962022Revenue 2023: $5,447,852Expenses 2023: $3,977,517Net Income 2023: $1,470,3352023Revenue 2024: $6,107,512Expenses 2024: $4,606,218Net Income 2024: $1,501,2942024

Highlighted filing

2018

Revenue$3,761,603
Expenses$3,134,341
Net Income$627,262
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$3,883,568
Mission and Program Overview

Mission

To provide an academically challenging education to college-bound students and to maintain a small school environment where each student can develop individually in a climate of respect and understanding

To provide an academically challenging education to college-bound students and to maintain a small school environment where each can develop individually in a climate of respect and understanding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,213,848$3,783,148▲ $2,569,300
Pledges and Grants Receivable$1,497,971$1,281,708▼ $216,263
Savings and Temporary Cash Investments$82,896$163,214▲ $80,318
Accounts Receivable$55,170$60,277▲ $5,107
Investments in Publicly Traded Securities$35,174--
Prepaid Expenses and Deferred Charges-$4,268-
Total Assets$2,885,059$5,292,615▲ $2,407,556
Liabilities
Mortgage Notes Payable Secured by Investment Property$460,620$1,807,021▲ $1,346,401
Accounts Payable and Accrued Expenses$296,098$519,858▲ $223,760
Deferred Revenue$204,889$452,405▲ $247,516
Total Liabilities$961,607$2,779,284▲ $1,817,677
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,618,128$1,454,616▼ $163,512
Unrestricted Net Assets$305,324$1,058,715▲ $753,391
Total Net Assets Fund Balance$1,923,452$2,513,331▲ $589,879
Total Liabilities and Net Assets / Fund Balance$2,885,059$5,292,615▲ $2,407,556

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,644,654$2,347,590$5,992,244
Land$138,494-$138,494
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ronnie WallHead of SchoFT$133,472$133,472

Board Members and Trustees

NameTitle
John a HoltChairman
Alan NortonTrustee
Anil PatelTrustee
Dave StewartTrustee
David SellersTrustee
Jeremy HartleTrustee
John McdonaldTrustee
Jonathan MillerTrustee
Lisa Kirkpatrick-yowTrustee
Lummy BarnesTrustee
Pam DuffyTrustee
Ralph M Holt IiiTrustee
Tisha MansfieldAssistant Se
Meredith SelfSecretary
Elizabeth HoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$996,752
Program Service Revenue
$2,621,184
Investment Income
$676
Other Revenue
$142,991
All Other Contributions
$975,942
Change in Net Assets
$627,262

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$29,207
Total Noncash Contributions1$29,207

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,761,603
Total Revenue per Audited Statements
$3,761,603
Total Revenue per Form 990
$3,761,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,417,987
Other Expenses$716,354
Total Fundraising Expense$73,861
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,821,653$51,982$51,981$1,925,616
Occupancy$202,818$22,850$2,832$228,500
Other Employee Benefits$154,273$5,639$5,639$165,551
Payroll Taxes$140,883$3,998$3,998$148,879
Current Officers, Directors, Trustees, and Key Employees$126,799$3,337$3,336$133,472
All Other Expenses$113,960$10,328$4,550$128,838
Depreciation Depletion$73,698$8,189-$81,887
Travel$53,748$287-$54,035
Insurance$44,006$3,907-$47,913
Pension Plan Contributions$42,171$1,149$1,149$44,469
Other Expenses$19,369$1,129$376$20,874
Interest$11,923$1,325-$13,248
Fees for Services Accounting-$12,561-$12,561
Fees for Services Legal-$10,003-$10,003
Total Functional Expenses$2,915,873$144,607$73,861$3,134,341

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,134,341
Total Expenses per Audited Statements$3,134,341
Total Expenses per Form 990$3,134,341
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$264,956
Fundraising Direct Expenses$121,965
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$166,841$146,031$61,725$84,306
Winter Event$98,505$98,505$49,128$49,377
Total Events$280,812$260,002$118,625$141,377
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 2

“John a holt ralph holt, iii trustee trustee brother”

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

“The form 990 is reviewed and approved by the board of directors or its designated committee.”

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

“All board members and key employees are required to complete a conflict of interest questionnaire. The board then discusses and approves a resolution relating to any potential conflicts of interest that were disclosed.”

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

“The board of directors are responsible for reviewing the compensation and performance of the mangement of the organization. Included in this process, is the comparisons to certain standards and benchmarks that were previously agreed upon.”

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

“The board of directors are responsible for reviewing the compensation and performance of the mangement of the organization. Included in this process, is the comparisons to certain standards and benchmarks that were previously agreed upon.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
The Burlington School Inc
EIN
56-0612840
Phone
3362280296
Address
1615 GREENWOOD TERRACE, BURLINGTON, NC 27215

Signing Officer

Name
Ronnie Wall
Title
Head of School
Phone
3362280296
Signed
2019-04-30

Organization Details

Principal Officer
Ronnie Wall
Formed
1954
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
95
Volunteers
150

Preparer

Firm
Thomas Chandler Thomas & Hinshaw Llp
Address
PO BOX 1959, BURLINGTON, NC 27216
Preparer
Clark Kernodle
Phone
3362261179
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0676
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035174
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02347590
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01213848
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03783148
IRS990/LandBldgEquipCostOrOtherBssAmt06130738
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE AN ACADEMICALLY CHALLENGING EDUCATION TO COLLEGE-BOUND STUDENTS AND TO MAINTAIN A SMALL SCHOOL ENVIRONMENT WHERE EACH CAN DEVELOP INDIVIDUALLY IN A CLIMATE OF RESPECT AND UNDERSTANDING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0460620
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01807021
IRS990/NetAssetsOrFundBalancesBOYAmt01923452
IRS990/NetAssetsOrFundBalancesEOYAmt02513331
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0142991
IRS990/NoncashContributionsAmt029207
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/FundraisingAmt02832
IRS990/OccupancyGrp/ManagementAndGeneralAmt022850
IRS990/OccupancyGrp/ProgramServicesAmt0202818
IRS990/OccupancyGrp/TotalAmt0228500
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05639
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05639
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0154273
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0165551
IRS990/OtherExpensesGrp/Desc0CUSTODIAL SERVICE
IRS990/OtherExpensesGrp/Desc1BOOSTER PROGRAMS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3INSTRUCTIONAL - LIBRARY
IRS990/OtherExpensesGrp/FundraisingAmt0376
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05542
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12381
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21129
IRS990/OtherExpensesGrp/ProgramServicesAmt049882
IRS990/OtherExpensesGrp/ProgramServicesAmt139262
IRS990/OtherExpensesGrp/ProgramServicesAmt221428
IRS990/OtherExpensesGrp/ProgramServicesAmt319369
IRS990/OtherExpensesGrp/TotalAmt055424
IRS990/OtherExpensesGrp/TotalAmt139262
IRS990/OtherExpensesGrp/TotalAmt223809
IRS990/OtherExpensesGrp/TotalAmt320874
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt051981
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051982
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01821653
IRS990/OtherSalariesAndWagesGrp/TotalAmt01925616
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03998
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03998
IRS990/PayrollTaxesGrp/ProgramServicesAmt0140883
IRS990/PayrollTaxesGrp/TotalAmt0148879
IRS990/PensionPlanContributionsGrp/FundraisingAmt01149
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01149
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042171
IRS990/PensionPlanContributionsGrp/TotalAmt044469
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01497971
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01281708
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04268
IRS990/PrincipalOfficerNm0RONNIE WALL
IRS990/PriorPeriodAdjustmentsAmt0-37383
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & OTHER
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02605961
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115223
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02605961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115223
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01812170
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01234
IRS990/PYOtherExpensesAmt0802445
IRS990/PYOtherRevenueAmt0167136
IRS990/PYProgramServiceRevenueAmt02442090
IRS990/PYRevenuesLessExpensesAmt01214635
IRS990/PYSalariesCompEmpBnftPaidAmt02405550
IRS990/PYTotalExpensesAmt03207995
IRS990/PYTotalRevenueAmt04422630
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0627262
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02621860
IRS990/SavingsAndTempCashInvstGrp/BOYAmt082896
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0163214
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt03644654
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02347590
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05992244
IRS990ScheduleD/ExpensesSubtotalAmt03134341
IRS990ScheduleD/LandGrp/BookValueAmt0138494
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0138494
IRS990ScheduleD/RevenueSubtotalAmt03761603
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03783148
IRS990ScheduleD/TotalExpensesPerForm990Amt03134341
IRS990ScheduleD/TotalRevenuePerForm990Amt03761603
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03761603
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03134341
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NON DISCRIMINATION POLICY IS PLACED ON ALL MATERIALS AND ADVERTISEMENTS REGARDING THE SCHOOL. IT STATES THAT THE BURLINGTON SCHOOL, INC. DOES NOT DISCRIMINATE BASED ON RACE, COLOR,NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020810
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020810
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0118625
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0166841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt098505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0280812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0146031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt098505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0260002
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0141377
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07772
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0118625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt061725
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt049128
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt029207
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN A HOLT RALPH HOLT, III TRUSTEE TRUSTEE BROTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR ITS DESIGNATED COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD THEN DISCUSSES AND APPROVES A RESOLUTION RELATING TO ANY POTENTIAL CONFLICTS OF INTEREST THAT WERE DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING THE COMPENSATION AND PERFORMANCE OF THE MANGEMENT OF THE ORGANIZATION. INCLUDED IN THIS PROCESS, IS THE COMPARISONS TO CERTAIN STANDARDS AND BENCHMARKS THAT WERE PREVIOUSLY AGREED UPON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING THE COMPENSATION AND PERFORMANCE OF THE MANGEMENT OF THE ORGANIZATION. INCLUDED IN THIS PROCESS, IS THE COMPARISONS TO CERTAIN STANDARDS AND BENCHMARKS THAT WERE PREVIOUSLY AGREED UPON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,292,615
Liabilities
$2,779,284
Net assets
$2,513,331
Revenue
$3,761,603
Expenses
$3,134,341
Net income
$627,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.0$6.05$6.96$6.11$4.61$1.50
2023Detailed filing. Detailed filing data is available for this year.$8.13$2.73$5.41$5.45$3.98$1.47
2022Detailed filing. Detailed filing data is available for this year.$6.16$2.26$3.90$4.46$4.19$0.26
2021Detailed filing. Detailed filing data is available for this year.$6.03$2.32$3.71$3.95$3.57$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.51$2.25$3.26$4.09$3.42$0.66
2019Detailed filing. Detailed filing data is available for this year.$5.03$2.44$2.59$3.34$3.26$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.29$2.78$2.51$3.76$3.13$0.63
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.96$1.92$4.42$3.21$1.21
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.88$0.67$3.18$3.21$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.94$0.71$2.81$3.49$0.68
2014Summary only. Only limited summary data is available for this year.$1.83$0.99$0.84$2.94$3.13$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.80$1.24$2.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.77$1.36$1.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.91$1.15$1.83