Civic Intelligence

The Burlington School Inc

990 • Fiscal year 2020 • EIN 56-0612840

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

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

71st percentile

0.41x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.55x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$133,909

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

58th percentile

9.6%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$5,513,576

Up $482,380 (+9.6%) from 2019

Net Assets

Up

$3,259,226

Up $665,105 (+26%) from 2019

Liabilities

Down

$2,254,350

Down $182,725 (-7.5%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin71st percentile

Revenue

Up

$4,085,768

Up $748,693 (+22%) from 2019

Expenses

Up

$3,422,231

Up $165,946 (+5.1%) from 2019

Net Income

Up

$663,537

Up $582,747 (+721%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$5,513,576
Liabilities$2,254,350
Net Assets$3,259,226
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$4,085,768
Expenses$3,422,231
Net Income$663,537
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$4,109,449
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,946,814$3,892,942▼ $53,872
Pledges and Grants Receivable$1,037,928$775,098▼ $262,830
Savings and Temporary Cash Investments$9,818$570,100▲ $560,282
Prepaid Expenses and Deferred Charges$3,207$42,056▲ $38,849
Accounts Receivable$33,429$20,998▼ $12,431
Cash and Non-Interest-Bearing Accounts-$2,000-
Total Assets$5,031,196$5,513,576▲ $482,380
Other Assets Total-$210,382-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,731,613$1,751,748▲ $20,135
Deferred Revenue$474,567$262,031▼ $212,536
Accounts Payable and Accrued Expenses$230,895$240,571▲ $9,676
Total Liabilities$2,437,075$2,254,350▼ $182,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,472,189$1,984,087▲ $511,898
Net Assets With Donor Restrictions$1,121,932$1,275,139▲ $153,207
Total Net Assets Fund Balance$2,594,121$3,259,226▲ $665,105
Total Liabilities and Net Assets / Fund Balance$5,031,196$5,513,576▲ $482,380

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,567,905$1,875,607$5,443,512
Equipment$186,543$792,200$978,743
Land$138,494-$138,494

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019-$208,496▲ $1,921-$210,382
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ronnie WallHead of SchoFT$133,909$133,909

Board Members and Trustees

NameTitle
Elizabeth HoodChairperson
Doug HargroveVice Chair
Alan NortonTrustee
Anil PatelTrustee
Ben OverbyTrustee
David SellersTrustee
Donnell Everett Scott IvTrustee
Doug AdamsTrustee
Janet LathamTrustee
John a HoltTrustee
Jonathan MillerTrustee
Keela HyattTrustee
Lisa Kirkpatrick-yowTrustee
Lummy BarnesTrustee
Matt MorrissetteTrustee
Matt WallTrustee
Meredith SelfTrustee
Ralph M Holt IiiTrustee
Suzie RobertsAssistant Se
Tisha MansfieldSecretary
Logan SharpeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$861,485
Program Service Revenue
$3,175,581
Investment Income
$981
Other Revenue
$47,721
All Other Contributions
$406,938
Change in Net Assets
$663,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,491,312
Other Expenses$930,919
Total Fundraising Expense$86,472
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,876,978$216,411$65,968$2,159,357
Depreciation Depletion$163,122$2,437$1,219$166,778
Payroll Taxes$133,233$15,361$4,683$153,277
Other Employee Benefits$115,013$13,261$4,042$132,316
All Other Expenses$79,543$45,993$5,631$131,167
Interest$104,130$2,147$1,074$107,351
Travel$71,784--$71,784
Occupancy$65,260$1,346$672$67,278
Pension Plan Contributions$40,299$4,646$1,417$46,362
Insurance$7,860$28,231$277$36,368
Other Expenses$31,701$1,464$732$31,701
Fees for Services Accounting-$13,142-$13,142
Fees for Services Legal-$1,031-$1,031
Total Functional Expenses$2,988,777$346,982$86,472$3,422,231
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$71,402
Fundraising Direct Expenses$23,681
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Event$70,370$70,370$22,651$47,719
Total Events$70,370$70,370$22,651$47,719
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 management 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 management 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
Elizabeth Hood
Title
Chairperson
Phone
3362280296
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Hood
Formed
1954
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
103
Volunteers
150

Preparer

Firm
Stout Stuart Mcgowen & King Llp
Address
PO BOX 1440, BURLINGTON, NC 27216-1440
Preparer
Patricia B Rhodes
Phone
3362267343
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The fasb accounting standards codification provides for recognition, measurement, presentation adn disclosure relating to uncertain tax positions. Management is unaware of any uncertain income tax positions reflected in these financial statements that require disclosure.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASSISTANT SE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
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IRS990/MissionDesc0TO 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
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/FundraisingAmt0672
IRS990/OccupancyGrp/ManagementAndGeneralAmt01346
IRS990/OccupancyGrp/ProgramServicesAmt065260
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2CUSTODIAL SERVICE
IRS990/OtherExpensesGrp/Desc3BOOSTER PROGRAMS
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04683
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015361
IRS990/PayrollTaxesGrp/ProgramServicesAmt0133233
IRS990/PayrollTaxesGrp/TotalAmt0153277
IRS990/PensionPlanContributionsGrp/FundraisingAmt01417
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04646
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt040299
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01037928
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0775098
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03207
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042056
IRS990/PrincipalOfficerNm0ELIZABETH HOOD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & OTHER
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IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt157332
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt157332
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26007
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0389617
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0111
IRS990/PYOtherExpensesAmt0849959
IRS990/PYOtherRevenueAmt074600
IRS990/PYProgramServiceRevenueAmt02872747
IRS990/PYRevenuesLessExpensesAmt080790
IRS990/PYSalariesCompEmpBnftPaidAmt02406326
IRS990/PYTotalExpensesAmt03256285
IRS990/PYTotalRevenueAmt03337075
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt09818
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0570100
IRS990ScheduleA/SchoolInd0X
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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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt03567905
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01875607
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05443512
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt035
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0208496
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0210382
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01921
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0186543
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0792200
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0978743
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0138494
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0138494
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FASB ACCOUNTING STANDARDS CODIFICATION PROVIDES FOR RECOGNITION, MEASUREMENT, PRESENTATION ADN DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. MANAGEMENT IS UNAWARE OF ANY UNCERTAIN INCOME TAX POSITIONS REFLECTED IN THESE FINANCIAL STATEMENTS THAT REQUIRE DISCLOSURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03892942
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,513,576
Liabilities
$2,254,350
Net assets
$3,259,226
Revenue
$4,085,768
Expenses
$3,422,231
Net income
$663,537
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
Peer Organizations

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