Civic Intelligence

The John Crosland School

990 • Fiscal year 2020 • EIN 56-1211583

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 21, 2020

Organization ProfileJOHNCROSLANDSCHOOL.ORG

View Organization Page

5146 Parkway Plaza BlvdCharlotte, NC 28217

(704) 365-5490

Siviq Scores

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

Liabilities / Assets

76th percentile

0.51x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

1.48x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

28th percentile

-3.7%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$148,205

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

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

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

48th percentile

1.0%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$6,267,494

Up $331,602 (+5.6%) from 2019

Net Assets

Down

$3,101,012

Down $78,913 (-2.5%) from 2019

Liabilities

Up

$3,166,482

Up $410,515 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin28th percentile

Revenue

Up

$2,132,743

Up $20,475 (+1.0%) from 2019

Expenses

Down

$2,211,656

Down $18,632 (-0.8%) from 2019

Net Income

Up

-$78,913

Up $39,107 (+33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,398,476Liabilities 2011: $1,085,100Net Assets 2011: $3,313,3762011Assets 2012: $6,054,788Liabilities 2012: $2,446,128Net Assets 2012: $3,608,6602012Assets 2013: $5,735,215Liabilities 2013: $2,621,737Net Assets 2013: $3,113,4782013Assets 2014: $5,934,361Liabilities 2014: $2,632,098Net Assets 2014: $3,302,2632014Assets 2015: $5,633,843Liabilities 2015: $2,485,582Net Assets 2015: $3,148,2612015Assets 2016: $6,707,327Liabilities 2016: $3,387,274Net Assets 2016: $3,320,0532016Assets 2017: $6,113,906Liabilities 2017: $2,714,515Net Assets 2017: $3,399,3912017Assets 2018: $5,723,777Liabilities 2018: $2,427,445Net Assets 2018: $3,296,3322018Assets 2019: $5,935,892Liabilities 2019: $2,755,967Net Assets 2019: $3,179,9252019Assets 2020: $6,267,494Liabilities 2020: $3,166,482Net Assets 2020: $3,101,0122020Assets 2021: $6,039,152Liabilities 2021: $2,570,228Net Assets 2021: $3,468,9242021Assets 2022: $6,777,639Liabilities 2022: $3,022,405Net Assets 2022: $3,755,2342022Assets 2023: $8,684,753Liabilities 2023: $1,762,528Net Assets 2023: $6,922,2252023Assets 2024: $12,342,824Liabilities 2024: $1,804,770Net Assets 2024: $10,538,0542024

Highlighted filing

2020

Assets$6,267,494
Liabilities$3,166,482
Net Assets$3,101,012
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,077,525Expenses 2011: $1,726,208Net Income 2011: $2,351,3172011Revenue 2012: $2,172,618Expenses 2012: $1,873,252Net Income 2012: $299,3662012Revenue 2013: $1,966,186Expenses 2013: $2,121,460Net Income 2013: -$155,2742013Revenue 2014: $2,515,645Expenses 2014: $2,328,877Net Income 2014: $186,7682014Revenue 2015: $2,628,915Expenses 2015: $2,782,917Net Income 2015: -$154,0022015Revenue 2016: $3,104,154Expenses 2016: $3,149,236Net Income 2016: -$45,0822016Revenue 2017: $2,983,364Expenses 2017: $2,887,783Net Income 2017: $95,5812017Revenue 2018: $2,238,983Expenses 2018: $2,342,042Net Income 2018: -$103,0592018Revenue 2019: $2,112,268Expenses 2019: $2,230,288Net Income 2019: -$118,0202019Revenue 2020: $2,132,743Expenses 2020: $2,211,656Net Income 2020: -$78,9132020Revenue 2021: $2,627,469Expenses 2021: $2,259,557Net Income 2021: $367,9122021Revenue 2022: $2,657,090Expenses 2022: $2,370,780Net Income 2022: $286,3102022Revenue 2023: $5,812,174Expenses 2023: $2,645,182Net Income 2023: $3,166,9922023Revenue 2024: $5,590,832Expenses 2024: $3,040,215Net Income 2024: $2,550,6172024

Highlighted filing

2020

Revenue$2,132,743
Expenses$2,211,656
Net Income-$78,913
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 21, 2020
Return Version
2019v5.1
Gross Receipts
$2,132,743
Mission and Program Overview

Mission

To provide students in grades k-12, who have specific attention and learning differences, the individualized education to achieve their highest potential. The school strives to create an environment that nurtures and protects what we value

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,160,864$4,055,817▼ $105,047
Savings and Temporary Cash Investments$701,474$1,063,787▲ $362,313
Accounts Receivable$840,702$1,019,914▲ $179,212
Pledges and Grants Receivable$204,110$83,818▼ $120,292
Prepaid Expenses and Deferred Charges$14,582$31,652▲ $17,070
Investments in Publicly Traded Securities$1,551$1,015▼ $536
Cash and Non-Interest-Bearing Accounts$0--
Total Assets$5,935,892$6,267,494▲ $331,602
Other Assets Total$12,609$11,491▼ $1,118
Liabilities
Deferred Revenue$1,250,465$1,456,942▲ $206,477
Mortgage Notes Payable Secured by Investment Property$1,470,779$1,402,008▼ $68,771
Unsecured Notes Loans Payable-$272,100-
Accounts Payable and Accrued Expenses$8,065$29,722▲ $21,657
Other Liabilities$26,658$5,710▼ $20,948
Total Liabilities$2,755,967$3,166,482▲ $410,515
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,749,880$2,810,805▲ $60,925
Net Assets With Donor Restrictions$430,045$290,207▼ $139,838
Total Net Assets Fund Balance$3,179,925$3,101,012▼ $78,913
Total Liabilities and Net Assets / Fund Balance$5,935,892$6,267,494▲ $331,602

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,054,634$819,810$3,874,444
Land$940,000-$940,000
Equipment$4,318$301,712$306,030
Other Land Buildings$56,865$18,500$75,365
Leasehold Improvements$0-$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$12,609-▼ $28$500$11,491
2018$13,250-▲ $462$1,103$12,609
2017$13,241-▲ $9-$13,250
2016$12,984$0▲ $1,645$1,388$13,241
2015-$14,857▼ $331$1,542$12,984
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hallie RojeskiHead of SchoolFT$148,205$148,205
Portia YorkDirector of AdvancementFT$82,122$82,122
Karen HimebaughDirector of FinanceFT$78,754$78,754
Charlie HeardDirector of Upper SchoolFT$63,898$63,898
Elaine TriantisLead Primary TeacherFT$60,661$60,661
Anne JaegerDirector of Lower & Middle SchoolFT$60,031$60,031

Board Members and Trustees

NameTitle
Stephan FinicalChair
Christian CherryVice Chair
Becky MinthorneDirector
Daniel QuigleyDirector
Derrick FitzgeraldDirector
Dr Kathryn SavitskyDirector
Emma Kate WrightDirector
Gaye HolmesDirector
Genevieve DelemosDirector
George RoheDirector
Kurt PowellDirector
Laura ReedDirector
Monica WeymouthDirector
Rebecca CheneyDirector
Tina RosensteelDirector
Vicki BottDirector
Harold PaullinTrustee
Howard Biggers JrTrustee
John PattonTrustee
Robert ThomasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$339,728
Program Service Revenue
$1,787,837
Investment Income
$5,178
Other Revenue
$0
All Other Contributions
$112,916
Change in Net Assets
$-78,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,132,743
Total Revenue per Audited Statements
$2,132,743
Total Revenue per Form 990
$2,132,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,442,093
Other Expenses$599,373
Grants and Similar Amounts Paid$170,190
Total Fundraising Expense$128,792
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$618,680$110,698$25,535$754,913
Current Officers, Directors, Trustees, and Key Employees$0$457,109$36,562$493,671
Grants to Domestic Orgs$170,190--$170,190
Other Expenses$91,811$22,953$0$114,764
Depreciation Depletion$87,562$21,891$0$109,453
Other Employee Benefits$53,118$50,023$0$103,141
Payroll Taxes$44,563$45,805$0$90,368
Interest$44,991$12,104$0$57,095
Insurance$9,618$25,723$0$35,341
Fees for Services Accounting$0$13,000$0$13,000
Total Functional Expenses$1,296,714$786,150$128,792$2,211,656

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,211,656
Total Expenses per Audited Statements$2,211,656
Total Expenses per Form 990$2,211,656
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
Gala$226,812$226,812$15,121$211,691
Total Events$226,812$226,812$66,695$160,117
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$5,710
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Filing and Contact Details

Filer

Filer Name
The John Crosland School
EIN
56-1211583
Phone
7043655490
Address
5146 Parkway Plaza Blvd, CHARLOTTE, NC 28217

Signing Officer

Name
Hallie Rojeski
Title
Head of School
Phone
7043655490
Signed
2020-12-21
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
31
Volunteers
109

Preparer

Firm
Farris Cooke & Associates Pa
Address
118 S COLONIAL AVE STE 200, CHARLOTTE, NC 28207
Preparer
Gray Langley CPA
Phone
7043729406
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“The organization makes its governing documents (articles of incorporation and by-laws), its conflict of interest policy, and financial statements available upon request. The organization will mail copies upon request or provide copies to those who come to the administrative offices during normal business hours. The organization charges for the copies in accordance with irs regulations.”

Pt VI, Line 12C

“Each year the organization's conflict of interest policy is provided to all officers, directors, and key employees. These people are asked to review the policy and sign a statement indicating that they understand the policy and have reported all potential conflicts during the past year in accordance with the policy and will report all potential conflicts during the coming year. All potential conflicts are evaluated by the board to determine if a conflict actually exists in those instances where the potential transaction is a conflict, the board examines the transaction and a vote is taken (with those involved recusing themselves) as to whether the organization will enter into the transaction.”

Pt VI, Line 15B

“Review by the board of directors”

Pt VI, Line 15A

“The Head of School and other key employee salaries and evaluations are reviewed by appropriate committees within the Board of Directors.”

Pt VI, Line 11B

“The finance committee reviews form 990 with the director of finance and the head of school. The b.o.d. Has access to form 990 and it is provided to directors upon request.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIR OF UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF LOWER & MIDDLE SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt2Lead Primary Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
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IRS990/LobbyingActivitiesInd0false
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IRS990/MembersOrStockholdersInd0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,267,494
Liabilities
$3,166,482
Net assets
$3,101,012
Revenue
$2,132,743
Expenses
$2,211,656
Net income
-$78,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$1.80$10.5$5.59$3.04$2.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$1.76$6.92$5.81$2.65$3.17
2022Detailed filing. Detailed filing data is available for this year.$6.78$3.02$3.76$2.66$2.37$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.04$2.57$3.47$2.63$2.26$0.37
2020Detailed filing. Detailed filing data is available for this year.$6.27$3.17$3.10$2.13$2.21$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$2.76$3.18$2.11$2.23$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.72$2.43$3.30$2.24$2.34$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.11$2.71$3.40$2.98$2.89$0.10
2016Summary only. Only limited summary data is available for this year.$6.71$3.39$3.32$3.10$3.15$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.63$2.49$3.15$2.63$2.78$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.93$2.63$3.30$2.52$2.33$0.19
2013Summary only. Only limited summary data is available for this year.$5.74$2.62$3.11$1.97$2.12$0.16
2012Summary only. Only limited summary data is available for this year.$6.05$2.45$3.61$2.17$1.87$0.30
2011Summary only. Only limited summary data is available for this year.$4.40$1.09$3.31$4.08$1.73$2.35