Civic Intelligence

Needham B Broughton Capital Foundation

990 • Fiscal year 2014 • EIN 56-2486307

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

723 St Marys StreetSuite27605-1424

(919) 787-8212

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.00x

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

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Net Margin

3rd percentile

-74%

Higher net margin than 3% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Asset Growth

27th percentile

-2.7%

Faster asset growth than 27% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

101%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$718,286

Down $19,881 (-2.7%) from 2013

Net Assets

Down

$718,286

Down $19,881 (-2.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$26,801

Up $13,439 (+101%) from 2013

Expenses

Up

$46,682

Up $33,408 (+252%) from 2013

Net Income

Down

-$19,881

Down $19,969 (-22692%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $755,137Liabilities 2011: $0Net Assets 2011: $755,1372011Assets 2012: $738,079Liabilities 2012: $0Net Assets 2012: $738,0792012Assets 2013: $738,167Liabilities 2013: $0Net Assets 2013: $738,1672013Assets 2014: $718,286Liabilities 2014: $0Net Assets 2014: $718,2862014Assets 2015: $684,037Liabilities 2015: $0Net Assets 2015: $684,0372015Assets 2016: $678,274Liabilities 2016: $0Net Assets 2016: $678,2742016Assets 2017: $703,771Liabilities 2017: $0Net Assets 2017: $703,7712017Assets 2018: $739,301Liabilities 2018: $0Net Assets 2018: $739,3012018Assets 2019: $854,372Liabilities 2019: $0Net Assets 2019: $854,3722019Assets 2020: $847,374Liabilities 2020: $0Net Assets 2020: $847,3742020Assets 2021: $853,163Liabilities 2021: $0Net Assets 2021: $853,1632021Assets 2022: $889,879Liabilities 2022: $0Net Assets 2022: $889,8792022Assets 2023: $921,991Liabilities 2023: $0Net Assets 2023: $921,9912023Assets 2024: $1,128,801Liabilities 2024: $0Net Assets 2024: $1,128,8012024

Highlighted filing

2014

Assets$718,286
Liabilities$0
Net Assets$718,286

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $11,365Expenses 2011: $12,337Net Income 2011: -$9722011Revenue 2012: $11,116Expenses 2012: $28,174Net Income 2012: -$17,0582012Revenue 2013: $13,362Expenses 2013: $13,274Net Income 2013: $882013Revenue 2014: $26,801Expenses 2014: $46,682Net Income 2014: -$19,8812014Revenue 2015: $59,234Expenses 2015: $93,483Net Income 2015: -$34,2492015Revenue 2016: $54,357Expenses 2016: $60,120Net Income 2016: -$5,7632016Revenue 2017: $61,883Expenses 2017: $36,386Net Income 2017: $25,4972017Revenue 2018: $98,639Expenses 2018: $63,109Net Income 2018: $35,5302018Revenue 2019: $174,667Expenses 2019: $59,596Net Income 2019: $115,0712019Revenue 2020: $47,326Expenses 2020: $54,324Net Income 2020: -$6,9982020Revenue 2021: $59,591Expenses 2021: $53,802Net Income 2021: $5,7892021Revenue 2022: $119,767Expenses 2022: $83,051Net Income 2022: $36,7162022Revenue 2023: $120,603Expenses 2023: $88,491Net Income 2023: $32,1122023Revenue 2024: $265,546Expenses 2024: $58,736Net Income 2024: $206,8102024

Highlighted filing

2014

Revenue$26,801
Expenses$46,682
Net Income-$19,881
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$28,815
Mission and Program Overview

Mission

To provide funding for proposals and programs which will enrich and enhance the lives of the faculty and students at broughton high school now and in the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$738,167$718,286▼ $19,881
Investments in Publicly Traded Securities$511,875$533,293▲ $21,418
Savings and Temporary Cash Investments$100,187$100,688▲ $501
Cash and Non-Interest-Bearing Accounts$126,055$84,305▼ $41,750
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$738,167$718,286▼ $19,881
Other Assets Total$50$0▼ $50
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$738,167$718,286▼ $19,881
Total Liabilities and Net Assets / Fund Balance$738,167$718,286▼ $19,881

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$389,136-▲ $9,054-$386,716
2012$393,557$3,000▲ $1,544-$389,136
2011$416,606$3,000▲ $2,125-$393,557
2010$423,537$3,000▲ $1,657-$416,606
2009$437,386$3,000▲ $7,331-$423,537
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ronald a BatchelorPresident
Barbara BunnDirector
Beth BeasleyDirector
Diane PayneDirector
Jennifer TollisonDirector
John CellaDirector
Lisa Rowe-rallsDirector
Randy WorthDirector
Steven MaresPrincipal, ex-officio, BHS
Curt BrewerSecretary
Gordon BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,472
Program Service Revenue
$0
Investment Income
$19,329
Other Revenue
$0
All Other Contributions
$7,472
Change in Net Assets
$-19,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,137
Other Expenses$4,545
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,405--$25,405
Grants to Domestic Individuals$16,732--$16,732
Fees for Service Investment Mgmnt Fees-$4,297-$4,297
Office Expenses-$248-$248
Total Functional Expenses$42,137$4,545$0$46,682
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-1137759-170(b)(1)(A)Funding for Programs and Equipment for the School.$15,705
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, LINE 11B, GOVERNING BODY AND MANAGEMENT:

The governing body of the capital foundation reviews a draft of form 990 to answer any possible questions prior to its submittal.

FORM 990, PART VI, LINE 19, DISCLOSURE:

The capital foundation makes all documents and statements available to the public upon request.

Filing and Contact Details

Filer

EIN
56-2486307
In Care Of
% RONALD A BATCHELOR
Phone
9197878212

Signing Officer

Name
Ronald a Batchelor
Title
President
Phone
9197878212
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald a Batchelor
Formed
2004
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
60

Preparer

Preparer
Ronald A Batchelor
Phone
9197878212
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:

The foundation funds continuing education for faculty to enhance teaching skills. The foundation rewards excellence in teaching through its endowment funds (see schedule d, part vi, line 4). The foundation also funds other projects annually to augment teaching and learning for faculty and students.

Financial Statement Notes

SCHEDULE D, PART V, LINE 4, ENDOWMENT FUNDS:

The broughton capital foundation has five endowment funds: jenrette i, jenrette ii, jewell, fairley, and writer-in-residence. The jenrette i endowment funds the richard jenrette teaching excellence award. The jenrette ii endowment funds programs for broughton high school. The jewell endowment funds the richard m. Jewell teaching award. The fairley endowment funds the fairley teaching award. The writer-in-residence endowment funds the writer-in-residence program for broughton high school.

Raw XML AppendixShowing 400 of 481 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDING FOR PROPOSALS AND PROGRAMS WHICH WILL ENRICH AND ENHANCE THE LIVES OF THE FACULTY AND STUDENTS AT BROUGHTON HIGH SCHOOL NOW AND IN THE FUTURE.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt07472
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0RONALD A BATCHELOR
IRS990/BooksInCareOfDetail/PhoneNum09197878212
IRS990/BooksInCareOfDetail/USAddress/AddressLine103605 GLENWOOD AVENUE
IRS990/BooksInCareOfDetail/USAddress/City0Raleigh
IRS990/BooksInCareOfDetail/USAddress/State0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode027612
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0126055
IRS990/CashNonInterestBearingGrp/EOYAmt084305
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07472
IRS990/CYGrantsAndSimilarPaidAmt042137
IRS990/CYInvestmentIncomeAmt019329
IRS990/CYOtherExpensesAmt04545
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-19881
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt046682
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt026801
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0WebAssign is a flexible and customizable online instructional program, originally developed by North Carolina State University, that allows teachers to create assignments and tests for students online. The students enter their answers online and the program grades the assignment automatically. The Foundation paid $8,705 towards Broughton High School's WebAssign license for the 2013-2014 academic school year on 6/30/2014.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt08705
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04297
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04297
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN MARES
IRS990/Form990PartVIISectionAGrp/PersonNm1BETH BEASLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2CURT BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm3GORDON BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA BUNN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN CELLA
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANE PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm7LISA ROWE-RALLS
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNIFER TOLLISON
IRS990/Form990PartVIISectionAGrp/PersonNm9RANDY WORTH
IRS990/Form990PartVIISectionAGrp/PersonNm10RONALD A BATCHELOR
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Principal, ex-officio, BHS
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-40
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt08705
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016732
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016732
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025405
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025405
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01974
IRS990/GrossReceiptsAmt028815
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt019369
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019369
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0511875
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0533293
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02014
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FUNDING FOR PROPOSALS AND PROGRAMS WHICH WILL ENRICH AND ENHANCE THE LIVES OF THE FACULTY AND STUDENTS AT BROUGHTON HIGH SCHOOL NOW AND IN THE FUTURE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0738167
IRS990/NetAssetsOrFundBalancesEOYAmt0718286
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-40
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-40
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0248
IRS990/OfficeExpensesGrp/TotalAmt0248
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt050
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RONALD A BATCHELOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The Foundation provided $3,800 towards the purchase of seven infant simulators. These simulators are part of a curriculum developed to show students the probable outcomes of behaviors and choices, as well as to equip them with the knowledge and skills to confidently care for infants. The RealCare Babies are the mainstay of an extended care simulation experience that allows students to practice proper infant care skills, and to experience first-hand the level of care an infant requires.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03800
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03800
IRS990/ProgSrvcAccomActy3Grp/Desc0The Foundation provided $3,000 for a six-week Shakespeare performance residency workshop led by a trained, professional theatre artist with Burning Coal Theatre Company, an IRS Sec. 501(c)(3) organization. The residency culminated in two performances of Shakespeare's MACBETH produced by Broughton High School drama students.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09439
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt012132
IRS990/PYInvestmentIncomeAmt03923
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01142
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt088
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt013274
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013362
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-19881
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0738167
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0718286
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100187
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100688
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561137759
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc002
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt042137
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10NEEDHAM B BROUGHTON HIGH SCHOOL WAKE COUNTY PUBLIC SCHOOLS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt042137
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01164
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0389136
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0386716
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt010310
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0393557
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0389136
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt08365
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01544
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0416606
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0393557
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt028174
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02125
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0423537
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0416606
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt011588
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01657
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0437386
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0423537
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt024180
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07331
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BROUGHTON CAPITAL FOUNDATION HAS FIVE ENDOWMENT FUNDS: JENRETTE I, JENRETTE II, JEWELL, FAIRLEY, AND WRITER-IN-RESIDENCE. THE JENRETTE I ENDOWMENT FUNDS THE RICHARD JENRETTE TEACHING EXCELLENCE AWARD. THE JENRETTE II ENDOWMENT FUNDS PROGRAMS FOR BROUGHTON HIGH SCHOOL. THE JEWELL ENDOWMENT FUNDS THE RICHARD M. JEWELL TEACHING AWARD. THE FAIRLEY ENDOWMENT FUNDS THE FAIRLEY TEACHING AWARD. THE WRITER-IN-RESIDENCE ENDOWMENT FUNDS THE WRITER-IN-RESIDENCE PROGRAM FOR BROUGHTON HIGH SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4, ENDOWMENT FUNDS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07550
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt16372
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22810
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0BHS TEACHER ACHIEVEMENT AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1BHS TEACHER CPE REIMBURSEMENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2WRITER-IN-RESIDENCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt110
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/RecipientTable/CashGrantAmt015705
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDING FOR PROGRAMS AND EQUIPMENT FOR THE SCHOOL.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10NEEDHAM B BROUGHTON HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0561137759
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10723 ST MARYS STREET
IRS990ScheduleI/RecipientTable/USAddress/City0RALEIGH
IRS990ScheduleI/RecipientTable/USAddress/State0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode027605
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S GRANT COMMITTEE REVIEWS GRANT APPLICATIONS SUBMITTED BY TEACHERS. THE GRANT COMMITTEE SUBMITS A RECOMMENDED LIST OF GRANTS TO THE BOARD FOR APPROVAL. APPROVED GRANTS ARE FUNDED UPON RECEIPT OF THIRD-PARTY INVOICE DOCUMENTING THE NATURE OF THE EXPENDITURE TO ENSURE THAT THE USE OF THE FUNDED GRANT IS CONSISTENT WITH THE APPROVED APPLICATION.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1SEE ATTACHED STATEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2, MONITORING OF GRANT FUNDS:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II, LINE 1(A) GRANTS PAID TO NEEDHAM B. BROUGHTON HIGH SCHOOL:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY OF THE CAPITAL FOUNDATION REVIEWS A DRAFT OF FORM 990 TO ANSWER ANY POSSIBLE QUESTIONS PRIOR TO ITS SUBMITTAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CAPITAL FOUNDATION MAKES ALL DOCUMENTS AND STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION FUNDS CONTINUING EDUCATION FOR FACULTY TO ENHANCE TEACHING SKILLS. THE FOUNDATION REWARDS EXCELLENCE IN TEACHING THROUGH ITS ENDOWMENT FUNDS (SEE SCHEDULE D, PART VI, LINE 4). THE FOUNDATION ALSO FUNDS OTHER PROJECTS ANNUALLY TO AUGMENT TEACHING AND LEARNING FOR FACULTY AND STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11B, GOVERNING BODY AND MANAGEMENT:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 19, DISCLOSURE:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10WAKE COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10NEEDHAM B BROUGHTON HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0561137759
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10723 ST MARYS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0RALEIGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode027605
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

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.$1.13$0.00$1.13$0.27$0.06$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.12$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.17$0.06$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.10$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.06$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.03$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.01$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.01$0.01$0.00