Civic Intelligence

Magellan Partners for Education C/O Magellan Charter School

990EZ • Fiscal year 2018 • EIN 56-2209491

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 10, 2019

Organization ProfileN/A
9324 Baileywick RoadRaleigh, NC 27615

(919) 844-0277

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Net Margin

25th percentile

-8.9%

Higher net margin than 25% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-6.6%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$26,384

Down $10,315 (-28%) from 2017

Net Assets

Down

$26,384

Down $10,315 (-28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin25th percentile

Revenue

Down

$115,522

Down $8,193 (-6.6%) from 2017

Expenses

Up

$125,836

Up $9,924 (+8.6%) from 2017

Net Income

Down

-$10,314

Down $18,117 (-232%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$80K$60K$40K$20K$0Assets 2011: $66,959Liabilities 2011: $02011Assets 2012: $61,857Liabilities 2012: $02012Assets 2013: $22,476Liabilities 2013: $02013Assets 2014: $21,036Liabilities 2014: $02014Assets 2015: $20,461Liabilities 2015: $02015Assets 2016: $28,896Liabilities 2016: $02016Assets 2017: $36,699Liabilities 2017: $0Net Assets 2017: $36,6992017Assets 2018: $26,384Liabilities 2018: $0Net Assets 2018: $26,3842018Assets 2019: $29,799Liabilities 2019: $0Net Assets 2019: $29,7992019Assets 2020: $45,395Liabilities 2020: $0Net Assets 2020: $45,3952020Assets 2021: $36,251Liabilities 2021: $0Net Assets 2021: $36,2512021Assets 2022: $53,451Liabilities 2022: $0Net Assets 2022: $53,4512022Assets 2023: $35,624Liabilities 2023: $0Net Assets 2023: $35,6242023Assets 2024: $36,238Liabilities 2024: $0Net Assets 2024: $36,2382024Assets 2025: $47,905Liabilities 2025: $0Net Assets 2025: $47,9052025

Highlighted filing

2018

Assets$26,384
Liabilities$0
Net Assets$26,384
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $100,269Expenses 2011: $96,369Net Income 2011: $3,9002011Revenue 2012: $95,080Expenses 2012: $100,182Net Income 2012: -$5,1022012Revenue 2013: $101,951Expenses 2013: $141,332Net Income 2013: -$39,3812013Revenue 2014: $98,547Expenses 2014: $99,987Net Income 2014: -$1,4402014Revenue 2015: $105,290Expenses 2015: $105,865Net Income 2015: -$5752015Revenue 2016: $112,609Expenses 2016: $104,174Net Income 2016: $8,4352016Revenue 2017: $123,715Expenses 2017: $115,912Net Income 2017: $7,8032017Revenue 2018: $115,522Expenses 2018: $125,836Net Income 2018: -$10,3142018Revenue 2019: $117,907Expenses 2019: $114,492Net Income 2019: $3,4152019Revenue 2020: $118,102Expenses 2020: $102,506Net Income 2020: $15,5962020Revenue 2021: $82,952Expenses 2021: $92,096Net Income 2021: -$9,1442021Revenue 2022: $112,418Expenses 2022: $95,218Net Income 2022: $17,2002022Revenue 2023: $109,348Expenses 2023: $127,175Net Income 2023: -$17,8272023Revenue 2024: $58,078Expenses 2024: $57,464Net Income 2024: $6142024Revenue 2025: $41,496Expenses 2025: $29,829Net Income 2025: $11,6672025

Highlighted filing

2018

Revenue$115,522
Expenses$125,836
Net Income-$10,314
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 10, 2019
Return Version
2017v2.3
Gross Receipts
$173,817
Mission and Program Overview

Mission

To cooperate in developing the educational opportunities for every magellan student by assisting in the promotion of excellence in facilities, programs and atmosphere for education and by providing aid and services to the school's educational, social and financial activities.

Program Services

DescriptionGrantsExpenses
PROVIDED ADDITIONAL PROGRAMMING FOR STUDENT ENRICHMENT-$184,131
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET DOUGHTYPresident-$0--
ROBIN KENNEDYVice President/Fundraising-$0--
SPENCER DANIELVice President/Fundraising-$0--
COURTNEY TRENTTreasurer-$0--
MICHELE ADAMSAsst Treasurer-$0--
CHERYL BOWMANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chick-fil-a/sal$54,696$54,696-$54,696
T-shirt Sales$8,003$8,003$5,113$2,890
Total Events$66,493$66,493$58,295$8,198
Filing and Contact Details

Filer

Filer Name
Magellan Partners for Education
EIN
56-2209491
In Care Of
% GINA RIGGINS
Address
9324 BAILEYWICK ROAD, RALEIGH, NC 27615

Signing Officer

Name
Courtney Trent
Title
Treasurer
Phone
9198440277
Signed
2019-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Wm James Black Jr
Phone
9197878212
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:ACADEMIC PROGRAMS Amount:17179”

Form 990EZ Part I Line 16

“Description:STUDENT ACTIVITIES Amount:15637”

Form 990EZ Part I Line 16

“Description:COMMUNITY SERVICE Amount:8020”

Form 990EZ Part I Line 16

“Description:CONTRIBUTION TO MAGELLAN CHARTER SCHOOL Amount:85000”

Form 990EZ Part II Line 24

“Description:SALES TAX RECEIVABLE BOY Amount:175 EOY Amount:175”

Raw XML Appendix190 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036524
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0173817
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IRS990EZ/InvestmentIncomeAmt044
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt09520
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANET DOUGHTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBIN KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SPENCER DANIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COURTNEY TRENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELE ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHERYL BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT/FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT/FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0175
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0175
IRS990EZ/OtherExpensesTotalAmt0125836
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO COOPERATE IN DEVELOPING THE EDUCATIONAL OPPORTUNITIES FOR EVERY MAGELLAN STUDENT BY ASSISTING IN THE PROMOTION OF EXCELLENCE IN FACILITIES, PROGRAMS AND ATMOSPHERE FOR EDUCATION AND BY PROVIDING AID AND SERVICES TO THE SCHOOL'S EDUCATIONAL, SOCIAL AND FINANCIAL ACTIVITIES.
IRS990EZ/ProgramServiceRevenueAmt029934
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED ADDITIONAL PROGRAMMING FOR STUDENT ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0184131
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt058295
IRS990EZ/SpecialEventsNetIncomeLossAmt08198
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125836
IRS990EZ/TotalProgramServiceExpensesAmt0184131
IRS990EZ/TotalRevenueAmt0115522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0173773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0178350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0143032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0105290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt098547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0698992
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0103
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99985
IRS990ScheduleA/PublicSupportPY170Pct00.99991
IRS990ScheduleA/PublicSupportTotal170Amt0698992
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0173773
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0178350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0143032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0105290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt098547
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0698992
IRS990ScheduleA/TotalSupportAmt0699095
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058295
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHICK-FIL-A/SAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0T-SHIRT SALES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt053182
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt053182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066493
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066493
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08198
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05113
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05113
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:ACADEMIC PROGRAMS Amount:17179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:STUDENT ACTIVITIES Amount:15637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:COMMUNITY SERVICE Amount:8020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:CONTRIBUTION TO MAGELLAN CHARTER SCHOOL Amount:85000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:SALES TAX RECEIVABLE BOY Amount:175 EOY Amount:175
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY TRENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198440277
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAGELLAN PARTNERS FOR EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MAGELLAN CHARTER SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0MAGE
ReturnHeader/Filer/EIN0562209491
ReturnHeader/Filer/InCareOfNm0% GINA RIGGINS
ReturnHeader/Filer/USAddress/AddressLine1Txt09324 BAILEYWICK ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027615
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.16.136.178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATCHELOR TILLERY & ROBERTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03605 GLENWOOD AVENUE SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027612
ReturnHeader/PreparerPersonGrp/PhoneNum09197878212
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wm James Black Jr
ReturnHeader/ReturnTs02019-02-25T14:27:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,384
Liabilities
$0
Net assets
$26,384
Revenue
$115,522
Expenses
$125,836
Net income
-$10,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.41$0.30$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.58$0.57$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.09$1.27$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.12$0.95$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.83$0.92$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.18$1.03$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.18$1.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.16$1.26$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.24$1.16$0.08
2016Summary only. Only limited summary data is available for this year.$0.29$0.00$1.13$1.04$0.08
2015Summary only. Only limited summary data is available for this year.$0.20$0.00$1.05$1.06$0.01
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.99$1.00$0.01
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$1.02$1.41$0.39
2012Summary only. Only limited summary data is available for this year.$0.62$0.00$0.95$1.00$0.05
2011Summary only. Only limited summary data is available for this year.$0.67$0.00$1.00$0.96$0.04