Civic Intelligence

Bertie Educational Foundation Inc.

990 • Fiscal year 2014 • EIN 56-0905835

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 15, 2014

Organization ProfileWWW.LAWRENCEACADEMY.ORG

View Organization Page

PO Box 7027957-0070

(252) 482-4748

Siviq Scores

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

Liabilities / Assets

97th percentile

1.29x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.63x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Net Margin

17th percentile

-6.2%

Higher net margin than 17% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Asset Growth

24th percentile

-2.7%

Faster asset growth than 24% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-1.4%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$737,972

Down $20,308 (-2.7%) from 2013

Net Assets

Down

-$216,242

Down $93,332 (-76%) from 2013

Liabilities

Up

$954,214

Up $73,024 (+8.3%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin17th percentile

Revenue

$1,517,549

No earlier filing loaded for comparison.

Expenses

Down

$1,610,881

Down $164,567 (-9.3%) from 2013

Net Income

-$93,332

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $801,761Liabilities 2011: $748,991Net Assets 2011: $52,7702011Assets 2012: $809,691Liabilities 2012: $842,193Net Assets 2012: -$32,5022012Assets 2013: $758,280Liabilities 2013: $881,190Net Assets 2013: -$122,9102013Assets 2014: $737,972Liabilities 2014: $954,214Net Assets 2014: -$216,2422014Assets 2015: $817,465Liabilities 2015: $993,697Net Assets 2015: -$176,2322015Assets 2016: $764,981Liabilities 2016: $1,073,756Net Assets 2016: -$308,7752016Assets 2017: $696,902Liabilities 2017: $941,899Net Assets 2017: -$244,9972017Assets 2018: $607,974Liabilities 2018: $900,495Net Assets 2018: -$292,5212018Assets 2019: $604,495Liabilities 2019: $626,398Net Assets 2019: -$21,9032019Assets 2020: $729,741Liabilities 2020: $678,817Net Assets 2020: $50,9242020Assets 2021: $846,350Liabilities 2021: $540,196Net Assets 2021: $306,1542021Assets 2022: $1,097,985Liabilities 2022: $451,716Net Assets 2022: $646,2692022Assets 2023: $1,406,525Liabilities 2023: $409,650Net Assets 2023: $996,8752023Assets 2024: $1,889,036Liabilities 2024: $444,781Net Assets 2024: $1,444,2552024Assets 2025: $2,361,499Liabilities 2025: $316,528Net Assets 2025: $2,044,9712025

Highlighted filing

2014

Assets$737,972
Liabilities$954,214
Net Assets-$216,242
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,585,083Expenses 2011: $1,853,979Net Income 2011: -$268,8962011Expenses 2012: $1,847,1842012Expenses 2013: $1,775,4482013Revenue 2014: $1,517,549Expenses 2014: $1,610,881Net Income 2014: -$93,3322014Revenue 2015: $1,603,077Expenses 2015: $1,563,067Net Income 2015: $40,0102015Revenue 2016: $1,395,702Expenses 2016: $1,528,245Net Income 2016: -$132,5432016Revenue 2017: $1,515,801Expenses 2017: $1,452,023Net Income 2017: $63,7782017Revenue 2018: $1,272,329Expenses 2018: $1,319,853Net Income 2018: -$47,5242018Revenue 2019: $1,602,270Expenses 2019: $1,331,652Net Income 2019: $270,6182019Revenue 2020: $1,443,456Expenses 2020: $1,370,630Net Income 2020: $72,8262020Revenue 2021: $1,548,750Expenses 2021: $1,293,520Net Income 2021: $255,2302021Revenue 2022: $1,771,050Expenses 2022: $1,429,162Net Income 2022: $341,8882022Revenue 2023: $1,970,077Expenses 2023: $1,620,006Net Income 2023: $350,0712023Revenue 2024: $2,173,551Expenses 2024: $1,728,853Net Income 2024: $444,6982024Revenue 2025: $2,476,776Expenses 2025: $1,856,023Net Income 2025: $620,7532025

Highlighted filing

2014

Revenue$1,517,549
Expenses$1,610,881
Net Income-$93,332
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 15, 2014
Return Version
2013v3.1
Gross Receipts
$1,517,549
Mission and Program Overview

Mission

Lawrence academy exists for the sole purpose of providing students with excellent teachers and coaches so students have the opportunities and challenges to maximize their educational experience.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$569,871$560,550▼ $9,321
Cash and Non-Interest-Bearing Accounts$85,505$143,797▲ $58,292
Accounts Receivable$100,647$29,279▼ $71,368
Intangible Assets$2,146$4,051▲ $1,905
Savings and Temporary Cash Investments$111$295▲ $184
Total Assets$758,280$737,972▼ $20,308
Liabilities
Mortgage Notes Payable Secured by Investment Property$564,101$654,143▲ $90,042
Deferred Revenue$250,265$213,878▼ $36,387
Accounts Payable and Accrued Expenses$66,824$86,193▲ $19,369
Total Liabilities$881,190$954,214▲ $73,024
Net Assets / Fund Balance
Temporarily Rstr Net Assets$24,830$21,825▼ $3,005
Unrestricted Net Assets$-147,740$-238,067▼ $90,327
Total Net Assets Fund Balance$-122,910$-216,242▼ $93,332
Total Liabilities and Net Assets / Fund Balance$758,280$737,972▼ $20,308

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$385,566$353,935$739,501
Equipment$70,950$307,781$378,731
Land$86,047-$86,047
Other Land Buildings$17,987$38,871$56,858

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2010$23,992-▲ $88-$24,080
2009$23,807-▲ $185-$23,992
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Jon PowellChair
Brent RobersonBoard Member
Darlene SwannerBoard Member
Johnathan HuddlestonBoard Member
Jonathan LundyBoard Member
Phil SmithBoard Member
Tammy HoltonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$123,305
Program Service Revenue
$1,389,579
Investment Income
$0
Other Revenue
$4,665
All Other Contributions
$23,243
Change in Net Assets
$-93,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,023,166
Other Expenses$587,715
Total Fundraising Expense$40,729
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$734,241$201,992-$936,233
Occupancy-$152,469-$152,469
All Other Expenses$69,634$25,124$40,729$135,487
Payroll Taxes$75,351--$75,351
Interest-$36,372-$36,372
Depreciation Depletion$34,915$716-$35,631
Insurance-$31,923-$31,923
Other Expenses$24,951$22,746-$24,951
Office Expenses-$22,509-$22,509
Pension Plan Contributions-$9,927-$9,927
Information Technology$1,615$7,728-$9,343
Fees for Services Accounting-$4,000-$4,000
Other Employee Benefits$1,655--$1,655
Conferences and Meetings-$481-$481
Advertising-$93-$93
Total Functional Expenses$1,013,776$556,376$40,729$1,610,881
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$100,062---
Total Events$100,062---
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
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
No
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
56-0905835

Signing Officer

Name
Jon Powell
Title
Board Chair
Signed
2014-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Powell
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
52

Preparer

Preparer
Donna Hollowell Winborne
Phone
2524828461
Raw XML Appendix385 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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt023992
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0185
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt070950
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0307781
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0378731
IRS990ScheduleD/LandGrp/BookValueAmt086047
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt086047
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017987
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038871
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt056858
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0560550
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/ExplanationTxt0ADVERTISED IN SEVERAL LOCAL NEWSPAPERS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0100062
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0100062
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0100062
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0100062
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MERCHANDISE SAL
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt024830
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt021825
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0758280
IRS990/TotalAssetsEOYAmt0737972
IRS990/TotalAssetsGrp/BOYAmt0758280
IRS990/TotalAssetsGrp/EOYAmt0737972
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0123305
IRS990/TotalEmployeeCnt052
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt040729
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0556376
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01013776
IRS990/TotalFunctionalExpensesGrp/TotalAmt01610881
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0881190
IRS990/TotalLiabilitiesEOYAmt0954214
IRS990/TotalLiabilitiesGrp/BOYAmt0881190
IRS990/TotalLiabilitiesGrp/EOYAmt0954214
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-122910
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-216242
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt0107125
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0107125
IRS990/TotalProgramServiceExpensesAmt01013776
IRS990/TotalProgramServiceRevenueAmt01389579
IRS990/TotalRevenueGrp/ExclusionAmt01394244
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01517549
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0758280
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0737972
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-147740
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-238067
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 70
IRS990/USAddress/City0MERRY HILL
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode027957
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LAWRENCEACADEMY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10BERTIE EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0560905835
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 70
ReturnHeader/Filer/USAddress/City0MERRY HILL
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0279570070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541430243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DOUGLAS A HOLLOWELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 567
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EDENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0279321844
ReturnHeader/PreparerPersonGrp/PhoneNum02524828461
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA HOLLOWELL WINBORNE
ReturnHeader/ReturnTs02014-12-16T15:49:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$737,972
Liabilities
$954,214
Net assets
-$216,242
Revenue
$1,517,549
Expenses
$1,610,881
Net income
-$93,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.36$0.32$2.04$2.48$1.86$0.62
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.44$1.44$2.17$1.73$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.41$1.00$1.97$1.62$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.45$0.65$1.77$1.43$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.54$0.31$1.55$1.29$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.68$0.05$1.44$1.37$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.63$0.02$1.60$1.33$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.90$0.29$1.27$1.32$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.94$0.24$1.52$1.45$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.76$1.07$0.31$1.40$1.53$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.99$0.18$1.60$1.56$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.95$0.22$1.52$1.61$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.88$0.12$1.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.84$0.03$1.85
2011Summary only. Only limited summary data is available for this year.$0.80$0.75$0.05$1.59$1.85$0.27