Civic Intelligence

Morganton Day School Inc.

990 • Fiscal year 2017 • EIN 56-1226558

Aug 01, 2016 to Jul 31, 2017 • Filed on Feb 05, 2018

Organization ProfileWWW.MORGANTONDAYSCHOOL.COM
305 West Concord StreetMorganton, NC 28655

(828) 437-6782

Siviq Scores

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

Liabilities / Assets

91st percentile

0.98x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.60x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

63rd percentile

8.5%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$84,346

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

6.8%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$645,776

Up $99,425 (+18%) from 2016

Net Assets

Up

$15,620

Up $90,321 (+121%) from 2016

Liabilities

Up

$630,156

Up $9,104 (+1.5%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin63rd percentile

Revenue

Up

$1,057,105

Up $67,595 (+6.8%) from 2016

Expenses

Up

$966,784

Up $26,675 (+2.8%) from 2016

Net Income

Up

$90,321

Up $40,920 (+83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $386,281Liabilities 2011: $656,878Net Assets 2011: -$270,5972011Assets 2012: $361,878Liabilities 2012: $588,234Net Assets 2012: -$226,3562012Assets 2013: $385,435Liabilities 2013: $584,431Net Assets 2013: -$198,9962013Assets 2014: $445,396Liabilities 2014: $621,911Net Assets 2014: -$176,5152014Assets 2015: $558,396Liabilities 2015: $680,801Net Assets 2015: -$122,4052015Assets 2016: $546,351Liabilities 2016: $621,052Net Assets 2016: -$74,7012016Assets 2017: $645,776Liabilities 2017: $630,156Net Assets 2017: $15,6202017Assets 2018: $660,283Liabilities 2018: $559,048Net Assets 2018: $101,2352018Assets 2019: $844,069Liabilities 2019: $576,530Net Assets 2019: $267,5392019Assets 2020: $1,314,615Liabilities 2020: $962,933Net Assets 2020: $351,6822020Assets 2021: $1,422,431Liabilities 2021: $874,030Net Assets 2021: $548,4012021Assets 2022: $1,648,868Liabilities 2022: $793,923Net Assets 2022: $854,9452022Assets 2023: $1,464,157Liabilities 2023: $453,392Net Assets 2023: $1,010,7652023Assets 2024: $1,548,254Liabilities 2024: $458,692Net Assets 2024: $1,089,5622024Assets 2025: $1,587,175Liabilities 2025: $431,494Net Assets 2025: $1,155,6812025

Highlighted filing

2017

Assets$645,776
Liabilities$630,156
Net Assets$15,620
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.5M$1.0M$500K$0Expenses 2011: $918,8502011Expenses 2012: $837,1442012Expenses 2013: $848,2272013Revenue 2014: $903,385Expenses 2014: $880,904Net Income 2014: $22,4812014Revenue 2015: $946,508Expenses 2015: $892,399Net Income 2015: $54,1092015Revenue 2016: $989,510Expenses 2016: $940,109Net Income 2016: $49,4012016Revenue 2017: $1,057,105Expenses 2017: $966,784Net Income 2017: $90,3212017Revenue 2018: $1,155,471Expenses 2018: $1,069,853Net Income 2018: $85,6182018Revenue 2019: $1,254,944Expenses 2019: $1,088,640Net Income 2019: $166,3042019Revenue 2020: $1,089,166Expenses 2020: $1,005,023Net Income 2020: $84,1432020Revenue 2021: $1,164,715Expenses 2021: $967,996Net Income 2021: $196,7192021Revenue 2022: $1,316,947Expenses 2022: $1,089,306Net Income 2022: $227,6412022Revenue 2023: $1,331,663Expenses 2023: $1,175,843Net Income 2023: $155,8202023Revenue 2024: $1,244,203Expenses 2024: $1,165,406Net Income 2024: $78,7972024Revenue 2025: $1,267,694Expenses 2025: $1,201,575Net Income 2025: $66,1192025

Highlighted filing

2017

Revenue$1,057,105
Expenses$966,784
Net Income$90,321
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Feb 5, 2018
Return Version
2016v3.0
Gross Receipts
$1,171,031
Mission and Program Overview

Mission

The school is dedicated to a philosophy of experiential education, parental involvement and a concern for the uniqueness of the individual as a member of a global community.

Education for children kindergarten through 8th grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$329,280$324,658▼ $4,622
Savings and Temporary Cash Investments$180,748$180,487▼ $261
Cash and Non-Interest-Bearing Accounts$26,260$128,299▲ $102,039
Accounts Receivable$10,063$12,332▲ $2,269
Total Assets$546,351$645,776▲ $99,425
Liabilities
Mortgage Notes Payable Secured by Investment Property$312,189$305,236▼ $6,953
Deferred Revenue$287,826$293,110▲ $5,284
Accounts Payable and Accrued Expenses$21,037$31,810▲ $10,773
Total Liabilities$621,052$630,156▲ $9,104
Net Assets / Fund Balance
Unrestricted Net Assets$-74,701$15,620▲ $90,321
Total Net Assets Fund Balance$-74,701$15,620▲ $90,321
Total Liabilities and Net Assets / Fund Balance$546,351$645,776▲ $99,425

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$180,329$544,605$724,934
Equipment$11,850$147,959$159,809
Land$110,214-$110,214
Other Land Buildings$22,265-$22,265
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melanie MikusaHead of SchoolFT$72,083$12,263$84,346

Board Members and Trustees

NameTitle
Jennifer DeaconChairman
Aaron JoynerBoard Member
Allen CurtisBoard Member
Brad HefnerBoard Member
David BennettBoard Member
Elizabeth BeallBoard Member
Heidi GouldBoard Member
Mark RostanBoard Member
Marsha CarverBoard Member
Sue GomesBoard Member
Tina MoellerBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$198,347
Program Service Revenue
$882,963
Investment Income
$823
Other Revenue
$-25,028
All Other Contributions
$85,373
Change in Net Assets
$90,321

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 AmountValuation Method
Other Non Cash Contri Table235$94,413Fair Market Value
Total Noncash Contributions235$94,413-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$657,583
Other Expenses$309,201
Total Fundraising Expense$9,981
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$460,742$37,000-$497,742
Current Officers, Directors, Trustees, and Key Employees$8,680$69,440$8,680$86,800
Occupancy$74,741$1,095-$75,836
Payroll Taxes$52,479$7,421$574$60,474
Depreciation Depletion$26,499$388-$26,887
Fees for Services Other$12,448$6,700-$19,148
Interest-$16,997-$16,997
Office Expenses$7,054$9,611$114$16,779
All Other Expenses$15,314$774-$16,088
Insurance$13,873$203-$14,076
Other Employee Benefits$7,162$5,405-$12,567
Other Expenses$11,045--$11,045
Advertising-$5,502-$5,502
Fees for Services Accounting-$1,100-$1,100
Information Technology-$307$613$920
Fees for Services Legal-$318-$318
Total Functional Expenses$794,542$162,261$9,981$966,784
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$113,926
Fundraising Gross Income$72,546
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner & Auction$177,546$67,326$102,683$-35,357
Total Events$177,546$67,326$112,997$-45,671
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Julie HefnerFamily Member of Board MemberCompensationNo$14,332
Governance and Compliance

Governance Checklist

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

“Approved for filing by board”

Form 990, Part VI, Section B, Line 15A

“The executive committee of the board evaluates and approves the salary of the director annually.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Morganton Day School Inc
EIN
56-1226558
Phone
8284376782
Address
305 WEST CONCORD STREET, MORGANTON, NC 28655

Signing Officer

Name
Marsha Carver
Title
Board Member
Phone
8284376782
Signed
2018-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marsha Carver
Formed
1977
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
10
Employees
32
Volunteers
0

Preparer

Firm
Smith Miller & Buff CPA Pa
Address
PO BOX 1489, MORGANTON, NC 28680-1489
Preparer
Lisa P Buff CPA Cdfa
Phone
8284378060
Raw XML AppendixShowing 400 of 497 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt021037
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt031810
IRS990/AccountsReceivableGrp/BOYAmt010063
IRS990/AccountsReceivableGrp/EOYAmt012332
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATION FOR CHILDREN KINDERGARTEN THROUGH 8TH GRADE
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05502
IRS990/AdvertisingGrp/TotalAmt05502
IRS990/AllOtherContributionsAmt085373
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0774
IRS990/AllOtherExpensesGrp/ProgramServicesAmt015314
IRS990/AllOtherExpensesGrp/TotalAmt016088
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DENISE PITTS
IRS990/BooksInCareOfDetail/PhoneNum08284376782
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0305 W CONCORD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MORGANTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028655
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt026260
IRS990/CashNonInterestBearingGrp/EOYAmt0128299
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt08680
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt069440
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt08680
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt086800
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0110220
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0198347
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0823
IRS990/CYOtherExpensesAmt0309201
IRS990/CYOtherRevenueAmt0-25028
IRS990/CYProgramServiceRevenueAmt0882963
IRS990/CYRevenuesLessExpensesAmt090321
IRS990/CYSalariesCompEmpBnftPaidAmt0657583
IRS990/CYTotalExpensesAmt0966784
IRS990/CYTotalFundraisingExpenseAmt09981
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01057105
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0287826
IRS990/DeferredRevenueGrp/EOYAmt0293110
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0388
IRS990/DepreciationDepletionGrp/ProgramServicesAmt026499
IRS990/DepreciationDepletionGrp/TotalAmt026887
IRS990/Desc0EDUCATION OF CHILDREN KINDERGARTEN THROUGH 8TH GRADE
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt032
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0794542
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01100
IRS990/FeesForServicesAccountingGrp/TotalAmt01100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0318
IRS990/FeesForServicesLegalGrp/TotalAmt0318
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06700
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt012448
IRS990/FeesForServicesOtherGrp/TotalAmt019148
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
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/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/OtherCompensationAmt1112263
IRS990/Form990PartVIISectionAGrp/PersonNm0MARSHA CARVER
IRS990/Form990PartVIISectionAGrp/PersonNm1BRAD HEFNER
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK ROSTAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNIFER DEACON
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm5HEIDI GOULD
IRS990/Form990PartVIISectionAGrp/PersonNm6ELIZABETH BEALL
IRS990/Form990PartVIISectionAGrp/PersonNm7AARON JOYNER
IRS990/Form990PartVIISectionAGrp/PersonNm8SUE GOMES
IRS990/Form990PartVIISectionAGrp/PersonNm9TINA MOELLER
IRS990/Form990PartVIISectionAGrp/PersonNm10ALLEN CURTIS
IRS990/Form990PartVIISectionAGrp/PersonNm11MELANIE MIKUSA
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/ReportableCompFromOrgAmt1172083
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0110220
IRS990/FundraisingDirectExpensesAmt0113926
IRS990/FundraisingGrossIncomeAmt072546
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt02754
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01171031
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0613
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0307
IRS990/InformationTechnologyGrp/TotalAmt0920
IRS990/InsuranceGrp/ManagementAndGeneralAmt0203
IRS990/InsuranceGrp/ProgramServicesAmt013873
IRS990/InsuranceGrp/TotalAmt014076
IRS990/InterestGrp/ManagementAndGeneralAmt016997
IRS990/InterestGrp/TotalAmt016997
IRS990/InvestmentIncomeGrp/ExclusionAmt0823
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0823
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0692564
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0329280
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0324658
IRS990/LandBldgEquipCostOrOtherBssAmt01017222
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt07557
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt07557
IRS990/MissionDesc0THE SCHOOL IS DEDICATED TO A PHILOSOPHY OF EXPERIENTIAL EDUCATION, PARENTAL INVOLVEMENT AND A CONCERN FOR THE UNIQUENESS OF THE INDIVIDUAL AS A MEMBER OF A GLOBAL COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0312189
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0305236
IRS990/NetAssetsOrFundBalancesBOYAmt0-74701
IRS990/NetAssetsOrFundBalancesEOYAmt015620
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-41380
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-41380
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt094413
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01095
IRS990/OccupancyGrp/ProgramServicesAmt074741
IRS990/OccupancyGrp/TotalAmt075836
IRS990/OfficeExpensesGrp/FundraisingAmt0114
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09611
IRS990/OfficeExpensesGrp/ProgramServicesAmt07054
IRS990/OfficeExpensesGrp/TotalAmt016779
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05405
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07162
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012567
IRS990/OtherExpensesGrp/Desc0FIELD TRIPS
IRS990/OtherExpensesGrp/Desc1CURRICULUM MATERIALS
IRS990/OtherExpensesGrp/Desc2FOOD COSTS
IRS990/OtherExpensesGrp/Desc3PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt067719
IRS990/OtherExpensesGrp/ProgramServicesAmt121330
IRS990/OtherExpensesGrp/ProgramServicesAmt215456
IRS990/OtherExpensesGrp/ProgramServicesAmt311045
IRS990/OtherExpensesGrp/TotalAmt067719
IRS990/OtherExpensesGrp/TotalAmt121330
IRS990/OtherExpensesGrp/TotalAmt215456
IRS990/OtherExpensesGrp/TotalAmt311045
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/BusinessCd2611710
IRS990/OtherRevenueMiscGrp/Desc0MISC INC:EXTRA CURRICU
IRS990/OtherRevenueMiscGrp/Desc1SALES TAX REFUND (EXPE
IRS990/OtherRevenueMiscGrp/Desc2MISC INC:APPLICATION F
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02967
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12929
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22899
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02967
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12929
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22899
IRS990/OtherRevenueTotalAmt016352
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0460742
IRS990/OtherSalariesAndWagesGrp/TotalAmt0497742
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0574
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07421
IRS990/PayrollTaxesGrp/ProgramServicesAmt052479
IRS990/PayrollTaxesGrp/TotalAmt060474
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARSHA CARVER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/Desc2AFTERSCHOOL FEES
IRS990/ProgramServiceRevenueGrp/Desc3LUNCH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0760802
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt181940
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222991
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt317230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0760802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt181940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt317230
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0282352
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0903
IRS990/PYOtherExpensesAmt0316751
IRS990/PYOtherRevenueAmt0-122514
IRS990/PYProgramServiceRevenueAmt0828769
IRS990/PYRevenuesLessExpensesAmt049401
IRS990/PYSalariesCompEmpBnftPaidAmt0623358
IRS990/PYTotalExpensesAmt0940109
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0989510
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt090321
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0899315
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0180748
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0180487
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0180329
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0544605
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0724934
IRS990ScheduleD/EquipmentGrp/BookValueAmt011850
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0147959
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0159809
IRS990ScheduleD/LandGrp/BookValueAmt0110214
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0110214
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022265
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022265
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0324658
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ON WEBSITE
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1TITLE II GRANT FROM BURKE COUNTY
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1LINE 6A
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0110220
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0110220
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0112997
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER & AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08555
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0177546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0177546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067326
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-45671
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0102683
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0102683
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01759
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01759
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JULIE HEFNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY MEMBER OF BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt014332
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COMPENSATION
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0235
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt094413

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$645,776
Liabilities
$630,156
Net assets
$15,620
Revenue
$1,057,105
Expenses
$966,784
Net income
$90,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.59$0.43$1.16$1.27$1.20$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.46$1.09$1.24$1.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.45$1.01$1.33$1.18$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.79$0.85$1.32$1.09$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.87$0.55$1.16$0.97$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.96$0.35$1.09$1.01$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.58$0.27$1.25$1.09$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.56$0.10$1.16$1.07$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.63$0.02$1.06$0.97$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.62$0.07$0.99$0.94$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.68$0.12$0.95$0.89$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.62$0.18$0.90$0.88$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.58$0.20$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.59$0.23$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.66$0.27$0.92