Civic Intelligence

Magellan Partners for Education C/O Magellan Charter School

990EZ • Fiscal year 2023 • EIN 56-2209491

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 19, 2024

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

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-33%

Faster asset growth than 8% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-2.7%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$35,624

Down $17,827 (-33%) from 2022

Net Assets

Down

$35,624

Down $17,827 (-33%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$109,348

Down $3,070 (-2.7%) from 2022

Expenses

Up

$127,175

Up $31,957 (+34%) from 2022

Net Income

Down

-$17,827

Down $35,027 (-204%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$35,624
Liabilities$0
Net Assets$35,624

Operations Trend

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

2023

Revenue$109,348
Expenses$127,175
Net Income-$17,827
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 19, 2024
Return Version
2022v5.0
Gross Receipts
$119,784
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$0$126,994
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODIE HEPPPresident-$0--
KATIE LENNONVice President/Fundraising-$0--
ERIN GRANTVice President-$0--
KRISTI WOODARDSecretary-$0--
JENNIFER HAREVice President/Fundraising-$0--
JASON WOODARDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spiritwear$8,327$8,327$4,373$3,954
My Hot Lunch Box$7,790$7,790-$7,790
Total Events$21,675$21,675$10,436$11,239
Filing and Contact Details

Filer

Filer Name
Magellan Partners for Education
EIN
56-2209491
Phone
9198440277
Address
9324 BAILEYWICK ROAD, RALEIGH, NC 27615

Signing Officer

Name
Jodie Hepp
Title
Board President
Phone
9198440277
Signed
2024-03-19
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 990-ez, Part I, Line 16 - Other Expenses

Description: academic programs. Amount: 6,057. Description: student activities. Amount: 34,003. Description: other donations. Amount: 3,000. Description: donation to mcs. Amount: 83,934. Description: miscellaneous. Amount: 181. Total to form 990-ez, line 16: 127,175.

Raw XML Appendix180 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/PhoneNum09198440277
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JODIE HEPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE LENNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTI WOODARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER HARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JASON WOODARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT/FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT/FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0127175
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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/ProgramServiceRevenueAmt016973
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED ADDITIONAL PROGRAMMING FOR STUDENT ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0126994
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt010436
IRS990EZ/SpecialEventsNetIncomeLossAmt011239
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0109348
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0197690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt082989
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0175027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0738124
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.99980
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0119784
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0175027
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0738124
IRS990ScheduleA/TotalSupportAmt0738206
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010436
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MY HOT LUNCH BOX
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRITWEAR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0607
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021675
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011239
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05456
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09829
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACADEMIC PROGRAMS. AMOUNT: 6,057. DESCRIPTION: STUDENT ACTIVITIES. AMOUNT: 34,003. DESCRIPTION: OTHER DONATIONS. AMOUNT: 3,000. DESCRIPTION: DONATION TO MCS. AMOUNT: 83,934. DESCRIPTION: MISCELLANEOUS. AMOUNT: 181. TOTAL TO FORM 990-EZ, LINE 16: 127,175.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JODIE HEPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198440277
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAGELLAN PARTNERS FOR EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MAGELLAN CHARTER SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0MAGE
ReturnHeader/Filer/EIN0562209491
ReturnHeader/Filer/PhoneNum09198440277
ReturnHeader/Filer/USAddress/AddressLine1Txt09324 BAILEYWICK ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027615
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561750124
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/PreparerPersonNm0WM JAMES BLACK JR
ReturnHeader/ReturnTs02024-03-19T09:47:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JODIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEPP
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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