Civic Intelligence

Charlotte Latin Schools Inc.

990 • Fiscal year 2014 • EIN 56-0944449

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileWWW.CHARLOTTELATIN.ORG

View Organization Page

9502 Providence Road28277-8695

(704) 846-7299

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.32x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • NTEE B • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.75x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • NTEE B • $50M-$100M nonprofits • Source year 2014

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

2014 filings • NTEE B • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

73rd percentile

$521,281

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

47th percentile

4.6%

Faster asset growth than 47% of similar nonprofits.

2014 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$79,218,115

Up $3,463,914 (+4.6%) from 2013

Net Assets

Up

$53,737,344

Up $3,507,965 (+7.0%) from 2013

Liabilities

Down

$25,480,771

Down $44,051 (-0.2%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin60th percentile

Revenue

$33,857,426

No earlier filing loaded for comparison.

Expenses

Up

$30,419,608

Up $1,224,523 (+4.2%) from 2013

Net Income

$3,437,818

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$150M$100M$50M$0Assets 2011: $75,313,050Liabilities 2011: $29,029,662Net Assets 2011: $46,283,3882011Assets 2012: $73,796,905Liabilities 2012: $26,587,971Net Assets 2012: $47,208,9342012Assets 2013: $75,754,201Liabilities 2013: $25,524,822Net Assets 2013: $50,229,3792013Assets 2014: $79,218,115Liabilities 2014: $25,480,771Net Assets 2014: $53,737,3442014Assets 2015: $78,681,942Liabilities 2015: $25,500,659Net Assets 2015: $53,181,2832015Assets 2016: $81,953,688Liabilities 2016: $26,888,412Net Assets 2016: $55,065,2762016Assets 2017: $90,396,445Liabilities 2017: $27,634,298Net Assets 2017: $62,762,1472017Assets 2018: $99,281,978Liabilities 2018: $32,369,270Net Assets 2018: $66,912,7082018Assets 2019: $118,269,073Liabilities 2019: $45,907,359Net Assets 2019: $72,361,7142019Assets 2020: $120,877,859Liabilities 2020: $47,717,624Net Assets 2020: $73,160,2352020Assets 2021: $136,686,590Liabilities 2021: $52,642,427Net Assets 2021: $84,044,1632021Assets 2022: $136,653,905Liabilities 2022: $52,863,939Net Assets 2022: $83,789,9662022Assets 2023: $147,355,358Liabilities 2023: $53,921,047Net Assets 2023: $93,434,3112023

Highlighted filing

2014

Assets$79,218,115
Liabilities$25,480,771
Net Assets$53,737,344
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2011: $27,037,7442011Expenses 2012: $28,417,7202012Expenses 2013: $29,195,0852013Revenue 2014: $33,857,426Expenses 2014: $30,419,608Net Income 2014: $3,437,8182014Revenue 2015: $30,808,787Expenses 2015: $31,364,848Net Income 2015: -$556,0612015Revenue 2016: $34,773,774Expenses 2016: $32,889,781Net Income 2016: $1,883,9932016Revenue 2017: $39,373,348Expenses 2017: $34,216,207Net Income 2017: $5,157,1412017Revenue 2018: $39,334,160Expenses 2018: $36,201,970Net Income 2018: $3,132,1902018Revenue 2019: $42,827,199Expenses 2019: $38,684,644Net Income 2019: $4,142,5552019Revenue 2020: $39,422,411Expenses 2020: $40,011,803Net Income 2020: -$589,3922020Revenue 2021: $47,461,290Expenses 2021: $44,972,907Net Income 2021: $2,488,3832021Revenue 2022: $54,213,671Expenses 2022: $48,118,067Net Income 2022: $6,095,6042022Revenue 2023: $57,204,279Expenses 2023: $51,234,910Net Income 2023: $5,969,3692023

Highlighted filing

2014

Revenue$33,857,426
Expenses$30,419,608
Net Income$3,437,818
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$33,857,426
Mission and Program Overview

Mission

Charlotte latin school's mission is to encourage individual development and civility in our students by inspiring them to learn, by encouraging them to serve others, and by offering them many growth-promoting opportunities. Through a shared commitment to excellence and core values, the school provides a strong sense of community, which values teaching and celebrates learning. Latin promotes a balanced learning environment that is traditional in design, but innovative in implementation. Intellectual development is encouraged by teaching critical thinking skills and providing relevant learning experiences in all areas of study.

Charlotte latin is an accredited, independent, co-educational, non-sectarian, college-preparatory day school serving 1,401 students in transitional kindergarten through the twelfth grade. Latin does not discriminate on the basis of sex, race, color, religion, disability, age, or national origin in the administration of its educational programs, admissions policies, financial aid policies, employment practices, or other school-administered programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$26,533,571$40,938,308▲ $14,404,737
Land, Buildings, and Equipment, Net$34,543,547$32,800,403▼ $1,743,144
Cash and Non-Interest-Bearing Accounts$11,872,587$3,346,815▼ $8,525,772
Pledges and Grants Receivable$2,032,480$1,288,237▼ $744,243
Accounts Receivable$272,813$220,732▼ $52,081
Prepaid Expenses and Deferred Charges$243,282$215,224▼ $28,058
Total Assets$75,754,201$79,218,115▲ $3,463,914
Other Assets Total$255,921$408,396▲ $152,475
Liabilities
Tax Exempt Bond Liabilities$11,615,000$11,606,000▼ $9,000
Deferred Revenue$10,603,688$11,062,625▲ $458,937
Accounts Payable and Accrued Expenses$2,309,376$2,419,932▲ $110,556
Other Liabilities$996,758$392,214▼ $604,544
Total Liabilities$25,524,822$25,480,771▼ $44,051
Net Assets / Fund Balance
Unrestricted Net Assets$36,734,357$38,668,755▲ $1,934,398
Permanently Rstr Net Assets$9,041,875$9,272,821▲ $230,946
Temporarily Rstr Net Assets$4,453,147$5,795,768▲ $1,342,621
Total Net Assets Fund Balance$50,229,379$53,737,344▲ $3,507,965
Total Liabilities and Net Assets / Fund Balance$75,754,201$79,218,115▲ $3,463,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$24,752,623$28,540,915$53,293,538
Equipment$4,806,139$5,541,700$10,347,839
Land$3,241,641-$3,241,641
Other Securities$1,464,481--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$25,268,544$846,809▲ $3,749,560$629,732$29,235,181
2012$22,437,675$1,455,546▲ $2,221,413$846,090$25,268,544
2011$22,804,396$425,801▲ $27,172$819,694$22,437,675
2010$19,666,097$442,095▲ $3,525,228$829,024$22,804,396
2009$17,765,606$387,684▲ $2,184,807$672,000$19,666,097
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arch McintoshHeadmasterFT$439,209$82,072$521,281
Mark TayloeHead of Lower SchoolFT$166,679$51,514$218,193
Fletcher GregoryAssociate Head/CFOFT$169,677$26,699$196,376
Lawrence WallHead Upper SchoolFT$123,543$15,888$139,431
David GatouxAthletic DirectorFT$119,893$14,613$134,506
Debbie LammHead Middle SchoolFT$116,005$17,075$133,080
Janice PrivetteAssistant to HeadmasterFT$111,377$20,847$132,224

Board Members and Trustees

NameTitle
Eric J LloydChairman
Jean E DavisVice-chairman
Claudius E Watts IvBoard Member
Cresful William Horne JrBoard Member
Ed ImbrognoBoard Member
Gary James AndersonBoard Member
Heather S FinkeBoard Member
JOANNE O'BRIEN BEAMBoard Member
Jill E OlmsteadBoard Member
Julie C ChiuBoard Member
Kelly L KatterhagenBoard Member
Kodwo Ghartey-tagoeBoard Member
Louis C Stephens IiiBoard Member
Parkie ThomasBoard Member
Robert G Calton IiiBoard Member
Thad M SharrettBoard Member
Ruth K GammonSecretary
William a Bowen JrTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Fleet TruckBus Maintenance-$138,850
CavalierBuilding Cleaning-$136,372
AlphagraphicsPrinting-$133,765
Walsworth PublishingYearbooks-$121,972
Universal ProtectionCampus Security-$109,056
Revenue and Support

Revenue Composition

Contributions and Grants
$1,558,083
Program Service Revenue
$28,389,648
Investment Income
$3,909,695
Other Revenue
$0
All Other Contributions
$1,558,083
Change in Net Assets
$3,437,818

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded54$227,992Hi/low Price on Transfer
Total Noncash Contributions54$227,992-

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,724,385
Revenue Not Reported on Financial Statements
$133,041
Revenue Not Reported on Form 990
$-1,914,967
Total Revenue per Audited Statements
$31,809,418
Total Revenue per Form 990
$33,857,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,518,763
Other Expenses$8,915,731
Grants and Similar Amounts Paid$1,985,114
Total Fundraising Expense$1,606,052
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,405,360$2,314,326$975,054$14,694,740
Depreciation Depletion$2,345,649--$2,345,649
Grants to Domestic Individuals$1,985,114--$1,985,114
Other Employee Benefits$1,294,913$272,595$105,865$1,673,373
Payroll Taxes$964,708$201,029$78,071$1,243,808
Pension Plan Contributions$920,232$193,720$75,233$1,189,185
Travel$688,364$80,602$15,281$784,247
Current Officers, Directors, Trustees, and Key Employees$521,281$196,376-$717,657
Fees for Services Other$495,724$186,389-$682,113
Occupancy$588,107--$588,107
Interest$333,769--$333,769
Advertising-$40,065$261,736$301,801
Office Expenses-$223,998-$223,998
Insurance$203,127--$203,127
All Other Expenses$36,094$102,602$21,123$159,819
Fees for Service Investment Mgmnt Fees-$133,041-$133,041
Other Expenses$119,500$107,961$73,689$107,961
Total Functional Expenses$24,311,335$4,502,221$1,606,052$30,419,608

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,419,608
Expenses per Audited Statements$28,301,453
Total Expenses per Audited Statements$28,301,453
Expenses Not Reported on Financial Statements$2,118,155
Other Expense Adjustments$1,985,114
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$392,805
Other Accrued Liabilities$-591
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
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, Part VI, Section B, Line 11

“The 990 draft will be reviewed by the finance committee. In order to protect the privacy of donors, the public disclosure copy is presented to the board prior to filing.”

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

“The board annually reviews and signs the conflict of interest policy at its first meeting of the school year. In the event there is a conflict during the year, that member will recuse himself/herself from any discussion or vote.”

Form 990, Part VI, Section B, Line 15

“The board of trustees has a committee entitled the "committee on the head." this committee is charged with the head's annual review and, at contract time, with the crafting of the head's contract. The committee uses 990 data, executive compensation survey data and national association of independent schools (nais) data to determine its compensation package for the head of school. The discussions are documented in the meeting minutes. Regarding other top management officials, the compensation is determined by the headmaster. Comparable data from other local, similar sized schools, compensation surveys and data from nais is used to determine salaries.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and audited financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
56-0944449
Phone
7048467299

Signing Officer

Name
Fletcher Gregory
Title
Assistant Headmaster
Phone
7048467299
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Archibald Mcintosh
Formed
1970
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
423
Volunteers
200

Preparer

Preparer
Janice a Ratica
Phone
7043771678
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of swap 70,147.”

FORM 990, PART XII, LINE 2C:

“The finance committee of the board of trustees selects the independent accounting firm and receives the audited financial statements for review and discussion.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used for scholarships, general operating expenses, and property and equipment improvements and upkeep.”

PART X, LINE 2:

“The school is exempt from federal and state income taxation under section 501(c)(3) of the internal revenue code. However, income unrelated to its exempt function, if any, is subject to income taxation. Management believes that the school continues to satisfy the requirements of a tax-exempt organization and is not subject to tax. Accordingly, no provision for income taxes has been reflected in the accompanying financial statements. The school follows financial accounting standards board guidance on accounting for uncertainty in income taxes. The school's policy is to record a liability for any tax position taken that is beneficial to the school, including any related interest and penalties, when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of june 30, 2014 and 2013 and, accordingly, no liability has been accrued. The school believes it is no longer subject to tax examinations for tax years prior to 2011.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Financial assistance shown net of revenue on financials -1,985,114. Change in fair value swap 70,147.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial assistance shown net of revenue on financials 1,985,114.”

Raw XML AppendixShowing 400 of 766 raw XML fields

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

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IRS990/ActivityOrMissionDesc0CHARLOTTE LATIN IS AN ACCREDITED, INDEPENDENT, CO-EDUCATIONAL, NON-SECTARIAN, COLLEGE-PREPARATORY DAY SCHOOL SERVING 1,401 STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH THE TWELFTH GRADE. LATIN DOES NOT DISCRIMINATE ON THE BASIS OF SEX, RACE, COLOR, RELIGION, DISABILITY, AGE, OR NATIONAL ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL PROGRAMS, ADMISSIONS POLICIES, FINANCIAL AID POLICIES, EMPLOYMENT PRACTICES, OR OTHER SCHOOL-ADMINISTERED PROGRAMS.
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IRS990/Form990PartVIISectionAGrp/PersonNm5KODWO GHARTEY-TAGOE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18HEADMASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSOCIATE HEAD/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt21HEAD MIDDLE SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt22HEAD OF LOWER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23ATHLETIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASSISTANT TO HEADMASTER
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IRS990/MissionDesc0CHARLOTTE LATIN SCHOOL'S MISSION IS TO ENCOURAGE INDIVIDUAL DEVELOPMENT AND CIVILITY IN OUR STUDENTS BY INSPIRING THEM TO LEARN, BY ENCOURAGING THEM TO SERVE OTHERS, AND BY OFFERING THEM MANY GROWTH-PROMOTING OPPORTUNITIES. THROUGH A SHARED COMMITMENT TO EXCELLENCE AND CORE VALUES, THE SCHOOL PROVIDES A STRONG SENSE OF COMMUNITY, WHICH VALUES TEACHING AND CELEBRATES LEARNING. LATIN PROMOTES A BALANCED LEARNING ENVIRONMENT THAT IS TRADITIONAL IN DESIGN, BUT INNOVATIVE IN IMPLEMENTATION. INTELLECTUAL DEVELOPMENT IS ENCOURAGED BY TEACHING CRITICAL THINKING SKILLS AND PROVIDING RELEVANT LEARNING EXPERIENCES IN ALL AREAS OF STUDY.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2107961
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0201029

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$79,218,115
Liabilities
$25,480,771
Net assets
$53,737,344
Revenue
$33,857,426
Expenses
$30,419,608
Net income
$3,437,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$147$53.9$93.4$57.2$51.2$5.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$137$52.9$83.8$54.2$48.1$6.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$137$52.6$84.0$47.5$45.0$2.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$121$47.7$73.2$39.4$40.0$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$45.9$72.4$42.8$38.7$4.14
2018Summary only. Only limited summary data is available for this year.$99.3$32.4$66.9$39.3$36.2$3.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.4$27.6$62.8$39.4$34.2$5.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.0$26.9$55.1$34.8$32.9$1.88
2015Detailed filing. Detailed filing data is available for this year.$78.7$25.5$53.2$30.8$31.4$0.56
2014Detailed filing. Detailed filing data is available for this year.$79.2$25.5$53.7$33.9$30.4$3.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.8$25.5$50.2$29.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.8$26.6$47.2$28.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.3$29.0$46.3$27.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $50M-$100M nonprofits