Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
EIN 56-2201186 • 501(c)3 • Statesville, NC
Profile
Education of students in grades k through 8
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Liabilities / Revenue
77th percentile
Higher debt load relative to revenue than 77% of similar nonprofits.
Net Margin
23rd percentile
Higher net margin than 23% of similar nonprofits.
Top Officer Pay
63rd percentile
Higher top officer pay than 63% of similar nonprofits.
Top officer pay equals 6.5% of source-year revenue.
Asset Growth
36th percentile
Faster asset growth than 36% of similar nonprofits.
Revenue Growth
63rd percentile
Faster revenue growth than 63% of similar nonprofits.
Assets
Down$401,032
Down $152,223 (-28%) from 2023
Liabilities
Up$387,251
Up $142,234 (+58%) from 2023
Net Assets
Down$13,781
Down $294,457 (-96%) from 2023
Revenue
Down$1,214,247
Down $372,596 (-23%) from 2023
Expenses
Up$1,508,704
Up $16,007 (+1.1%) from 2023
Net Income
Down-$294,457
Down $388,603 (-413%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Education of students in grades k through 8
Providing education of students in grades k through 8
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Prepaid Expenses and Deferred Charges | $247,248 | $374,631 | ▲ $127,383 |
| Land, Buildings, and Equipment, Net | $7,334 | $12,743 | ▲ $5,409 |
| Cash and Non-Interest-Bearing Accounts | $292,820 | $10,775 | ▼ $282,045 |
| Accounts Receivable | $5,853 | $2,883 | ▼ $2,970 |
| Total Assets | $553,255 | $401,032 | ▼ $152,223 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $245,017 | $384,704 | ▲ $139,687 |
| Other Liabilities | $0 | $2,547 | ▲ $2,547 |
| Total Liabilities | $245,017 | $387,251 | ▲ $142,234 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $308,238 | $13,781 | ▼ $294,457 |
| Total Net Assets Fund Balance | $308,238 | $13,781 | ▼ $294,457 |
| Total Liabilities and Net Assets / Fund Balance | $553,255 | $401,032 | ▼ $152,223 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $12,743 | $58,467 | $71,210 |
| Other Land Buildings | $0 | $4,201 | $4,201 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Tenna Williams | Executive Director | FT | $94,056 | $94,056 |
| Shadrach Martin | Principal | FT | $77,108 | $77,108 |
| Name | Title |
|---|---|
| Billy Thompson | Board Chair |
| Annette Houston | Board Member |
| Dr Dietrich Danner | Board Member |
| Roshonda Cowan | Board Member |
| Glenn Usry | Founder |
| Nicole Gray | Secretary |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $945,249 |
| Other Expenses | $563,455 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $517,501 | $152,069 | - | $669,570 |
| Pension Plan Contributions | $115,936 | $33,551 | - | $149,487 |
| All Other Expenses | $44,303 | $58,158 | - | $102,461 |
| Occupancy | $61,099 | $10,782 | - | $71,881 |
| Other Employee Benefits | $57,460 | $11,942 | - | $69,402 |
| Other Expenses | $43,618 | $14,736 | - | $58,354 |
| Payroll Taxes | $43,925 | $12,865 | - | $56,790 |
| Insurance | $1,793 | $23,161 | - | $24,954 |
| Office Expenses | $6,164 | $3,807 | - | $9,971 |
| Advertising | - | $9,308 | - | $9,308 |
| Fees for Services Accounting | $3,400 | $3,400 | - | $6,800 |
| Depreciation Depletion | $2,031 | $2,030 | - | $4,061 |
| Total Functional Expenses | $943,975 | $564,729 | $0 | $1,508,704 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,508,704 |
| Total Expenses per Audited Statements | $1,508,704 |
| Total Expenses per Form 990 | $1,508,704 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Deferred Inflows of Resources | $2,547 |
“The tax return is made available for review to the board members via email.”
“Each board member completes a conflict of interest questionnaire on an annual basis.”
“Compensation for key employees is determined by the board on an annual basis.”
“The school makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
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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|---|---|---|
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| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 5853 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 2883 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
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| IRS990/AdvertisingGrp/TotalAmt | 0 | 9308 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 58158 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 44303 |
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| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | RALEIGH |
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| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 2031 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 4061 |
| IRS990/Desc | 0 | OPERATED AS A CHARTER SCHOOL IN STATESVILLE, NC SERVING APPROXIMATELY 100 STUDENTS IN GRADES K THROUGH 8 |
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| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 6800 |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DEFERRED INFLOWS OF RESOURCES |
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| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | 1 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | 1 |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | 1 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | THE NONDISCRIMINATION POLICY IS DISCLOSED ON THE SCHOOL WEBSITE AND IN WRITTEN COMMUNICATION. |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 1 | USDA SCHOOL LUNCH PROGRAM |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, PART I, LINE 3 |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE E, PART I, LINE 6 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE TAX RETURN IS MADE AVAILABLE FOR REVIEW TO THE BOARD MEMBERS VIA EMAIL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE BOARD ON AN ANNUAL BASIS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 401032 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 387251 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 245017 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 387251 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 308238 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 13781 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 943975 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 171164 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 64 |
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| IRS990/TotalVolunteersCnt | 0 | 0 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 401032 |
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| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
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| IRS990/UponRequestInd | 0 | X |
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| IRS990/USAddress/CityNm | 0 | STATESVILLE |
| IRS990/USAddress/StateAbbreviationCd | 0 | NC |
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| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | WWW.SUCCESSINSTITUTECHARTERSCHOOL.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BILLY THOMPSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | BOARD CHAIR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7048810441 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PDYF SUCCESS INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PDYF |
| ReturnHeader/Filer/EIN | 0 | 562201186 |
| ReturnHeader/Filer/PhoneNum | 0 | 7048810441 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1424 RICKERT STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | STATESVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28677 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561750124 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BATCHELOR TILLERY & ROBERTS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3605 GLENWOOD AVENUE SUITE 350 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RALEIGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 27612 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9197878212 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WM JAMES BLACK JR |
| ReturnHeader/ReturnTs | 0 | 2025-10-24T07:39:14-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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