Civic Intelligence

Chief and Calla Bell Scholarship Foundation

990 • Fiscal year 2020 • EIN 56-1934081

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 22, 2021

PO Box 1192Flat Rock, NC 28731

(828) 693-7446

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$5,280

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-20%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,272,127

Up $195,615 (+18%) from 2019

Net Assets

Up

$1,272,127

Up $195,615 (+18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$151,662

Down $37,213 (-20%) from 2019

Expenses

Down

$9,686

Down $33,039 (-77%) from 2019

Net Income

Down

$141,976

Down $4,174 (-2.9%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $355,537Liabilities 2011: $02011Assets 2012: $387,083Liabilities 2012: $02012Assets 2013: $418,350Liabilities 2013: $02013Assets 2014: $432,840Liabilities 2014: $02014Assets 2015: $534,346Liabilities 2015: $0Net Assets 2015: $534,3462015Assets 2016: $641,589Liabilities 2016: $0Net Assets 2016: $641,5892016Assets 2017: $813,132Liabilities 2017: $0Net Assets 2017: $813,1322017Assets 2018: $813,474Liabilities 2018: $0Net Assets 2018: $813,4742018Assets 2019: $1,076,512Liabilities 2019: $0Net Assets 2019: $1,076,5122019Assets 2020: $1,272,127Liabilities 2020: $0Net Assets 2020: $1,272,1272020Assets 2021: $1,449,708Liabilities 2021: $0Net Assets 2021: $1,449,7082021Assets 2022: $1,244,092Liabilities 2022: $0Net Assets 2022: $1,244,0922022Assets 2023: $1,487,436Liabilities 2023: $0Net Assets 2023: $1,487,4362023Assets 2024: $1,643,434Liabilities 2024: $0Net Assets 2024: $1,643,4342024

Highlighted filing

2020

Assets$1,272,127
Liabilities$0
Net Assets$1,272,127

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2011: $44,807Expenses 2011: $25,382Net Income 2011: $19,4252011Revenue 2012: $34,857Expenses 2012: $3,311Net Income 2012: $31,5462012Revenue 2013: $37,810Expenses 2013: $6,543Net Income 2013: $31,2672013Revenue 2014: $47,563Expenses 2014: $33,074Net Income 2014: $14,4892014Revenue 2015: $188,026Expenses 2015: $37,900Net Income 2015: $150,1262015Revenue 2016: $123,789Expenses 2016: $36,488Net Income 2016: $87,3012016Revenue 2017: $135,230Expenses 2017: $32,444Net Income 2017: $102,7862017Revenue 2018: $117,067Expenses 2018: $37,225Net Income 2018: $79,8422018Revenue 2019: $188,875Expenses 2019: $42,725Net Income 2019: $146,1502019Revenue 2020: $151,662Expenses 2020: $9,686Net Income 2020: $141,9762020Revenue 2021: $336,955Expenses 2021: $157,388Net Income 2021: $179,5672021Revenue 2022: $118,134Expenses 2022: $90,485Net Income 2022: $27,6492022Revenue 2023: $193,379Expenses 2023: $108,748Net Income 2023: $84,6312023Revenue 2024: $242,334Expenses 2024: $177,966Net Income 2024: $64,3682024

Highlighted filing

2020

Revenue$151,662
Expenses$9,686
Net Income$141,976
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 22, 2021
Return Version
2020v4.0
Gross Receipts
$885,789
Mission and Program Overview

Mission

The organization's mission is to continue the legacy of chief and calla bell by providing financial support so children discover the richness of the outdoors, form enduring friendships and develop confidence and maturity through the unique experience of summer camp. In 2020 the organization wasn't able to help to fund any partial scholarships for youth whos families needed the extra financial help due to summer camps being shut down due to covid. The organization is preparing to assist with summer 2021 tuition assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$883,366$1,145,706▲ $262,340
Cash and Non-Interest-Bearing Accounts$193,146$126,421▼ $66,725
Total Assets$1,076,512$1,272,127▲ $195,615
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,076,512$1,272,127▲ $195,615
Total Net Assets Fund Balance$1,076,512$1,272,127▲ $195,615
Total Liabilities and Net Assets / Fund Balance$1,076,512$1,272,127▲ $195,615
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Kimberly S JordanSecretary/tr$2,640$2,640$5,280

Board Members and Trustees

NameTitle
Frank BellChairperson
Aza Downs BowlinBoard Member
Bill FelderBoard Member
Carter RamsayBoard Member
David KaminskiBoard Member
Dori LukeBoard Member
Frances ClaytonBoard Member
Lee Knight CafferyBoard Member
Rick DelugaBoard Member
Rob GierschBoard Member
Sabrina Gatlin TandonBoard Member
Shelton SteeleBoard Member
Svend DealBoard Member
Tina Davis ClarkBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$106,120
Program Service Revenue
$0
Investment Income
$45,542
Other Revenue
$0
All Other Contributions
$106,120
Change in Net Assets
$141,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,046
Salaries, Compensation, and Employee Benefits$2,640
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$6,068--$6,068
Current Officers, Directors, Trustees, and Key Employees$2,640--$2,640
Fees for Services Accounting-$500-$500
Other Expenses-$478-$478
Total Functional Expenses$8,708$978$0$9,686
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
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

The return was prepared by an independent accountant with assistance and oversight by the board secretary. Upon completion and review, the return was provided to all voting members prior to submission to the irs.

Form 990, Page 6, Part VI, Line 12C

Board members are asked to sign, annually, the conflict of interest form acknowledging that any time a matter comes before the board and a board member has a financial or persoanl interest in that matter, that member will not vote on such matter.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Chief and Calla Bell
EIN
56-1934081
Phone
8286937446
Address
PO BOX 1192, FLAT ROCK, NC 28731

Signing Officer

Name
Kimberly S Jordan
Title
Secretary/treasurer
Phone
8286937446
Signed
2021-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Bell
Formed
2003
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
14

Preparer

Firm
Canipewhitney Pc
Address
PO BOX 908, SKYLAND, NC 28776-0908
Preparer
Natalie E Canipe
Phone
8286762505
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's mission is to continue the legacy of chief and calla bell by providing financial support so children discover the richness of the outdoors, form enduring friendships and develop confidence and maturity through the unique experience of summer camp. In 2020 the organization wasn't able to help to fund any partial scholarships for youth whos families needed the extra financial help due to summer camps being shut down due to covid. The organization is preparing to assist with summer 2021 tuition assistance.

Form 990, Page 2, Part III, Line 4D

Provide camp scholarships

Form 990, Part XII

Explanation of other accounting method: the organization uses the cash method of accounting with the exception of recording the unrecognized gains and losses in their investment account.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010238
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082182
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76490
IRS990ScheduleA/PublicSupportPY170Pct00.73910
IRS990ScheduleA/PublicSupportTotal170Amt0499537
IRS990ScheduleA/SubstantialContributorsTotAmt071376
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0106120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0152740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt090772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0111432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0109849
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0570913
IRS990ScheduleA/TotalSupportAmt0653095
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/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS TO CONTINUE THE LEGACY OF CHIEF AND CALLA BELL BY PROVIDING FINANCIAL SUPPORT SO CHILDREN DISCOVER THE RICHNESS OF THE OUTDOORS, FORM ENDURING FRIENDSHIPS AND DEVELOP CONFIDENCE AND MATURITY THROUGH THE UNIQUE EXPERIENCE OF SUMMER CAMP. IN 2020 THE ORGANIZATION WASN'T ABLE TO HELP TO FUND ANY PARTIAL SCHOLARSHIPS FOR YOUTH WHOS FAMILIES NEEDED THE EXTRA FINANCIAL HELP DUE TO SUMMER CAMPS BEING SHUT DOWN DUE TO COVID. THE ORGANIZATION IS PREPARING TO ASSIST WITH SUMMER 2021 TUITION ASSISTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE CAMP SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY THE BOARD SECRETARY. UPON COMPLETION AND REVIEW, THE RETURN WAS PROVIDED TO ALL VOTING MEMBERS PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE ASKED TO SIGN, ANNUALLY, THE CONFLICT OF INTEREST FORM ACKNOWLEDGING THAT ANY TIME A MATTER COMES BEFORE THE BOARD AND A BOARD MEMBER HAS A FINANCIAL OR PERSOANL INTEREST IN THAT MATTER, THAT MEMBER WILL NOT VOTE ON SUCH MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXPLANATION OF OTHER ACCOUNTING METHOD: THE ORGANIZATION USES THE CASH METHOD OF ACCOUNTING WITH THE EXCEPTION OF RECORDING THE UNRECOGNIZED GAINS AND LOSSES IN THEIR INVESTMENT ACCOUNT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01076512
IRS990/TotalAssetsEOYAmt01272127
IRS990/TotalAssetsGrp/BOYAmt01076512
IRS990/TotalAssetsGrp/EOYAmt01272127
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0106120
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0978
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08708
IRS990/TotalFunctionalExpensesGrp/TotalAmt09686
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01076512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01272127
IRS990/TotalOtherProgSrvcExpenseAmt08708
IRS990/TotalProgramServiceExpensesAmt08708
IRS990/TotalReportableCompFromOrgAmt02640
IRS990/TotalRevenueGrp/ExclusionAmt017509
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028033
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0151662
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01076512
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01272127
IRS990/TotReportableCompRltdOrgAmt02640
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 1192
IRS990/USAddress/CityNm0FLAT ROCK
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028731
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.CHIEFANDCALLA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY S JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08286937446
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIEF AND CALLA BELL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHIE
ReturnHeader/Filer/EIN0561934081
ReturnHeader/Filer/PhoneNum08286937446
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1192
ReturnHeader/Filer/USAddress/CityNm0FLAT ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028731
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815094615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANIPEWHITNEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 908
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SKYLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0287760908
ReturnHeader/PreparerPersonGrp/PhoneNum08286762505
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATALIE E CANIPE
ReturnHeader/ReturnTs02021-10-12T10:41:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JORDAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.24$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.19$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.12$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.34$0.16$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.15$0.01$0.14
2019Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.19$0.04$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.12$0.04$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.14$0.03$0.10
2016Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.12$0.04$0.09
2015Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.19$0.04$0.15
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$0.05$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.04$0.01$0.03
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.03$0.00$0.03
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.04$0.03$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • NTEE B82 • $1M-$5M nonprofits