Civic Intelligence

Bertie Educational Foundation Inc.

990 • Fiscal year 2015 • EIN 56-0905835

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 18, 2016

PO Box 70Merry Hill, NC 27957-0070

(252) 482-4748

Siviq Scores

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

Liabilities / Assets

96th percentile

1.22x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.62x

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

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

5.6%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$817,465

Up $79,493 (+11%) from 2014

Net Assets

Up

-$176,232

Up $40,010 (+19%) from 2014

Liabilities

Up

$993,697

Up $39,483 (+4.1%) from 2014

Revenue

Up

$1,603,077

Up $85,528 (+5.6%) from 2014

Expenses

Down

$1,563,067

Down $47,814 (-3.0%) from 2014

Net Income

Up

$40,010

Up $133,342 (+143%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$817,465
Liabilities$993,697
Net Assets-$176,232

Operations Trend

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

2015

Revenue$1,603,077
Expenses$1,563,067
Net Income$40,010
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 18, 2016
Return Version
2014v6.0
Gross Receipts
$1,603,077
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$560,550$568,940▲ $8,390
Cash and Non-Interest-Bearing Accounts$143,797$193,539▲ $49,742
Accounts Receivable$29,279$44,783▲ $15,504
Savings and Temporary Cash Investments$295$7,123▲ $6,828
Intangible Assets$4,051$3,080▼ $971
Total Assets$737,972$817,465▲ $79,493
Liabilities
Mortgage Notes Payable Secured by Investment Property$654,143$676,747▲ $22,604
Deferred Revenue$213,878$253,688▲ $39,810
Accounts Payable and Accrued Expenses$86,193$63,262▼ $22,931
Total Liabilities$954,214$993,697▲ $39,483
Net Assets / Fund Balance
Temporarily Rstr Net Assets$21,825$6,796▼ $15,029
Unrestricted Net Assets$-238,067$-183,028▲ $55,039
Total Net Assets Fund Balance$-216,242$-176,232▲ $40,010
Total Liabilities and Net Assets / Fund Balance$737,972$817,465▲ $79,493

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$367,407$372,094$739,501
Equipment$68,788$316,651$385,439
Land$111,087-$111,087
Other Land Buildings$21,658$45,449$67,107

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2010$23,992-▲ $88-$24,080
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jon PowellChair
Phil SmithVice Chair
Alissa CaleBoard Member
Brad BrownBoard Member
Brent RobersonBoard Member
Charles BrittonBoard Member
Dutch RemkesBoard Member
Jonathan LundyBoard Member
Tammy HoltonBoard Member
Darlene SwannerSecretary
Johnathan HuddlestonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$150,173
Program Service Revenue
$1,451,301
Investment Income
$3
Other Revenue
$1,600
All Other Contributions
$62,762
Change in Net Assets
$40,010

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$25,040
Total Noncash Contributions1$25,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,073,860
Other Expenses$489,207
Total Fundraising Expense$21,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$753,783$216,706-$970,489
All Other Expenses$83,292$46,135$21,647$151,074
Payroll Taxes$89,909--$89,909
Occupancy-$78,858-$78,858
Depreciation Depletion$35,782$971-$36,753
Interest-$33,181-$33,181
Insurance-$32,861-$32,861
Office Expenses-$20,857-$20,857
Other Expenses$14,738--$14,738
Information Technology-$11,237-$11,237
Pension Plan Contributions-$7,315-$7,315
Other Employee Benefits$6,147--$6,147
Advertising-$5,620-$5,620
Fees for Services Accounting-$5,300-$5,300
Conferences and Meetings-$1,001-$1,001
Total Functional Expenses$1,081,378$460,042$21,647$1,563,067
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
Merchandise Sal$87,411---
Total Events$87,411---
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

Filer Name
Bertie Educational Foundation Inc
EIN
56-0905835
Address
PO BOX 70, MERRY HILL, NC 27957-0070
Doing Business As
Lawrence Academy

Signing Officer

Name
Jon Powell
Title
Board Chair
Signed
2016-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Powell
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
53

Preparer

Firm
Donna H Winborne CPA Pc
Address
PO BOX 1387, ELIZABETH CITY, NC 27906
Preparer
Donna Hollowell Winborne
Phone
2523388021
Raw XML AppendixShowing 400 of 415 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt086193
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt063262
IRS990/AccountsReceivableGrp/BOYAmt029279
IRS990/AccountsReceivableGrp/EOYAmt044783
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LAWRENCE 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05620
IRS990/AdvertisingGrp/TotalAmt05620
IRS990/AllOtherContributionsAmt062762
IRS990/AllOtherExpensesGrp/FundraisingAmt021647
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt046135
IRS990/AllOtherExpensesGrp/ProgramServicesAmt083292
IRS990/AllOtherExpensesGrp/TotalAmt0151074
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAWRENCE ACADEMY
IRS990/BooksInCareOfDetail/PhoneNum02524824748
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0148 AVOCA FARM RD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 70
IRS990/BooksInCareOfDetail/USAddress/CityNm0MERRY HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027957
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0143797
IRS990/CashNonInterestBearingGrp/EOYAmt0193539
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01001
IRS990/ConferencesMeetingsGrp/TotalAmt01001
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt087411
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0150173
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03
IRS990/CYOtherExpensesAmt0489207
IRS990/CYOtherRevenueAmt01600
IRS990/CYProgramServiceRevenueAmt01451301
IRS990/CYRevenuesLessExpensesAmt040010
IRS990/CYSalariesCompEmpBnftPaidAmt01073860
IRS990/CYTotalExpensesAmt01563067
IRS990/CYTotalFundraisingExpenseAmt021647
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01603077
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt0213878
IRS990/DeferredRevenueGrp/EOYAmt0253688
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0971
IRS990/DepreciationDepletionGrp/ProgramServicesAmt035782
IRS990/DepreciationDepletionGrp/TotalAmt036753
IRS990/Desc0ACADEMIC PROGRAMS FOR KINDERGARTEN THROUGH 12TH GRADE FOR APPROXIMATELY 208 STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0LAWRENCE ACADEMY
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt053
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0941311
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05300
IRS990/FeesForServicesAccountingGrp/TotalAmt05300
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0JON POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN LUNDY
IRS990/Form990PartVIISectionAGrp/PersonNm2TAMMY HOLTON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHNATHAN HUDDLESTON
IRS990/Form990PartVIISectionAGrp/PersonNm4BRENT ROBERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5PHIL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6DARLENE SWANNER
IRS990/Form990PartVIISectionAGrp/PersonNm7ALISSA CALE
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARLES BRITTON
IRS990/Form990PartVIISectionAGrp/PersonNm9BRAD BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm10DUTCH REMKES
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/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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt087411
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01603077
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011237
IRS990/InformationTechnologyGrp/TotalAmt011237
IRS990/InsuranceGrp/ManagementAndGeneralAmt032861
IRS990/InsuranceGrp/TotalAmt032861
IRS990/IntangibleAssetsGrp/BOYAmt04051
IRS990/IntangibleAssetsGrp/EOYAmt03080
IRS990/InterestGrp/ManagementAndGeneralAmt033181
IRS990/InterestGrp/TotalAmt033181
IRS990/InvestmentIncomeGrp/ExclusionAmt03
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0734194
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0560550
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0568940
IRS990/LandBldgEquipCostOrOtherBssAmt01303134
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LAWRENCE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0654143
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0676747
IRS990/NetAssetsOrFundBalancesBOYAmt0-216242
IRS990/NetAssetsOrFundBalancesEOYAmt0-176232
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt025040
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt078858
IRS990/OccupancyGrp/TotalAmt078858
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020857
IRS990/OfficeExpensesGrp/TotalAmt020857
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06147
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06147
IRS990/OtherExpensesGrp/Desc0LUNCHROOM EXPENSES
IRS990/OtherExpensesGrp/Desc1YEARBOOK EXPENSES
IRS990/OtherExpensesGrp/Desc2RESTRICTED DONATION EXPEN
IRS990/OtherExpensesGrp/Desc3SUPPLEMENTAL EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt059098
IRS990/OtherExpensesGrp/ProgramServicesAmt123600
IRS990/OtherExpensesGrp/ProgramServicesAmt215029
IRS990/OtherExpensesGrp/ProgramServicesAmt314738
IRS990/OtherExpensesGrp/TotalAmt059098
IRS990/OtherExpensesGrp/TotalAmt123600
IRS990/OtherExpensesGrp/TotalAmt215029
IRS990/OtherExpensesGrp/TotalAmt314738
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt01600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01600
IRS990/OtherRevenueTotalAmt01600
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0216706
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0753783
IRS990/OtherSalariesAndWagesGrp/TotalAmt0970489
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt089909
IRS990/PayrollTaxesGrp/TotalAmt089909
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07315
IRS990/PensionPlanContributionsGrp/TotalAmt07315
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JON POWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1LUNCHROOM INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER MISC. INCOME
IRS990/ProgramServiceRevenueGrp/Desc3ENROLLMENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc4FINANCE FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01063239
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1107525
IRS990/ProgramServiceRevenueGrp/ExclusionAmt266190
IRS990/ProgramServiceRevenueGrp/ExclusionAmt356290
IRS990/ProgramServiceRevenueGrp/ExclusionAmt426227
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01063239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1107525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt266190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt356290
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt426227
IRS990/ProgSrvcAccomActy2Grp/Desc0STUDENT ACTIVITIES SUCH AS ATHLETICS, CHEERLEADING, BETA CLUB, STUDENT COUNCIL, YEARBOOK, PTO, LIBRARY, TRIPS, ETC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0140067
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0123305
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0587715
IRS990/PYOtherRevenueAmt04665
IRS990/PYProgramServiceRevenueAmt01389579
IRS990/PYRevenuesLessExpensesAmt0-93332
IRS990/PYSalariesCompEmpBnftPaidAmt01023166
IRS990/PYTotalExpensesAmt01610881
IRS990/PYTotalRevenueAmt01517549
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt040010
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0295
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07123
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0367407
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0372094
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0739501
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt023992
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt024080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt068788
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0316651
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0385439
IRS990ScheduleD/LandGrp/BookValueAmt0111087
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0111087
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021658
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045449
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt067107
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0568940
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/CharitableContributionsTotAmt087411
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt087411
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MERCHANDISE SAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt087411
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087411
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0LAND
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt025040
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
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/BOYAmt021825
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06796
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0737972
IRS990/TotalAssetsEOYAmt0817465
IRS990/TotalAssetsGrp/BOYAmt0737972
IRS990/TotalAssetsGrp/EOYAmt0817465
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0150173
IRS990/TotalEmployeeCnt053
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021647
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0460042
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01081378
IRS990/TotalFunctionalExpensesGrp/TotalAmt01563067
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0954214
IRS990/TotalLiabilitiesEOYAmt0993697
IRS990/TotalLiabilitiesGrp/BOYAmt0954214
IRS990/TotalLiabilitiesGrp/EOYAmt0993697
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-216242
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-176232
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt0131830
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0131830
IRS990/TotalProgramServiceExpensesAmt01081378
IRS990/TotalProgramServiceRevenueAmt01451301
IRS990/TotalRevenueGrp/ExclusionAmt01452904
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01603077
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0737972
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0817465
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-238067
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-183028
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 70
IRS990/USAddress/CityNm0MERRY HILL
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027957
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.LAWRENCEACADEMY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTIE EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0560905835
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 70
ReturnHeader/Filer/USAddress/CityNm0MERRY HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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