Civic Intelligence

Communities in Schools of Montgomery County Inc

EIN 56-2617697 • 501(c)3 • Biscoe, NC

Profile

To surround the students of montgomery county with a community of support, empowering them to stay in school and achieve in life.

PO Box 624Biscoe, NC 27209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.00x

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

NTEE B • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

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

NTEE B • $500k-$1M nonprofits • Source year 2025

Net Margin

48th percentile

4.7%

Higher net margin than 48% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

NTEE B • $500k-$1M nonprofits • Source year 2025

Asset Growth

5th percentile

-43%

Faster asset growth than 5% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-9.6%

Faster revenue growth than 25% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$392,244

Down $294,751 (-43%) from 2024

Liabilities

Down

$0

Down $319,373 (-100%) from 2024

Net Assets

Up

$392,244

Up $24,622 (+6.7%) from 2024

Revenue

Down

$522,248

Down $55,636 (-9.6%) from 2024

Expenses

Down

$497,626

Down $69,499 (-12%) from 2024

Net Income

Up

$24,622

Up $13,863 (+129%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $70,183Liabilities 2011: $0Net Assets 2011: $70,1832011Assets 2012: $93,387Liabilities 2012: $22,673Net Assets 2012: $70,7142012Assets 2013: $167,370Liabilities 2013: $1,740Net Assets 2013: $165,6302013Assets 2014: $216,192Liabilities 2014: $2,698Net Assets 2014: $213,4942014Assets 2015: $229,526Liabilities 2015: $448Net Assets 2015: $229,0782015Assets 2016: $176,689Liabilities 2016: $101Net Assets 2016: $176,5882016Assets 2017: $143,782Liabilities 2017: $0Net Assets 2017: $143,7822017Assets 2018: $135,635Liabilities 2018: $0Net Assets 2018: $135,6352018Assets 2019: $189,853Liabilities 2019: $6002019Assets 2020: $241,352Liabilities 2020: $1,667Net Assets 2020: $239,6852020Assets 2021: $330,828Liabilities 2021: $3,500Net Assets 2021: $327,3282021Assets 2022: $315,667Liabilities 2022: $1,482Net Assets 2022: $314,1852022Assets 2023: $344,107Liabilities 2023: $0Net Assets 2023: $344,1072023Assets 2024: $686,995Liabilities 2024: $319,373Net Assets 2024: $367,6222024Assets 2025: $392,244Liabilities 2025: $0Net Assets 2025: $392,2442025

Highlighted filing

2025

Assets$392,244
Liabilities$0
Net Assets$392,244

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $306,942Expenses 2011: $463,812Net Income 2011: -$156,8702011Revenue 2012: $160,876Expenses 2012: $160,343Net Income 2012: $5332012Revenue 2013: $237,528Expenses 2013: $142,612Net Income 2013: $94,9162013Revenue 2014: $193,689Expenses 2014: $145,825Net Income 2014: $47,8642014Revenue 2015: $144,199Expenses 2015: $128,615Net Income 2015: $15,5842015Revenue 2016: $87,307Expenses 2016: $139,797Net Income 2016: -$52,4902016Revenue 2017: $92,487Expenses 2017: $125,293Net Income 2017: -$32,8062017Revenue 2018: $92,709Expenses 2018: $100,856Net Income 2018: -$8,1472018Revenue 2019: $134,906Expenses 2019: $81,288Net Income 2019: $53,6182019Revenue 2020: $148,605Expenses 2020: $98,173Net Income 2020: $50,4322020Revenue 2021: $391,944Expenses 2021: $304,301Net Income 2021: $87,6432021Revenue 2022: $107,835Expenses 2022: $120,978Net Income 2022: -$13,1432022Revenue 2023: $336,532Expenses 2023: $306,610Net Income 2023: $29,9222023Revenue 2024: $577,884Expenses 2024: $567,125Net Income 2024: $10,7592024Revenue 2025: $522,248Expenses 2025: $497,626Net Income 2025: $24,6222025

Highlighted filing

2025

Revenue$522,248
Expenses$497,626
Net Income$24,622

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.00$3.92$5.22$4.98$0.25
2024Detailed filing. Detailed filing data is available for this year.$6.87$3.19$3.68$5.78$5.67$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$3.37$3.07$0.30
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.01$3.14$1.08$1.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.04$3.27$3.92$3.04$0.88
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.02$2.40$1.49$0.98$0.50
2019Summary only. Only limited summary data is available for this year.$1.90$0.01$1.35$0.81$0.54
2018Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.93$1.01$0.08
2017Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.92$1.25$0.33
2016Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.87$1.40$0.52
2015Summary only. Only limited summary data is available for this year.$2.30$0.00$2.29$1.44$1.29$0.16
2014Summary only. Only limited summary data is available for this year.$2.16$0.03$2.13$1.94$1.46$0.48
2013Summary only. Only limited summary data is available for this year.$1.67$0.02$1.66$2.38$1.43$0.95
2012Summary only. Only limited summary data is available for this year.$0.93$0.23$0.71$1.61$1.60$0.01
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$3.07$4.64$1.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$544,905
Mission and Program Overview

Mission

To surround the students of montgomery county with a community of support, empowering them to stay in school and achieve in life.

To surround the students of montgomery county with a community of support, empowering them to stay in school and achieve in life

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$499,676$200,701▼ $298,975
Savings and Temporary Cash Investments$175,000$182,575▲ $7,575
Land, Buildings, and Equipment, Net$12,319$8,968▼ $3,351
Total Assets$686,995$392,244▼ $294,751
Liabilities
Accounts Payable and Accrued Expenses$319,373--
Total Liabilities$319,373$0▼ $319,373
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$311,641$341,903▲ $30,262
Net Assets With Donor Restrictions$55,981$50,341▼ $5,640
Total Net Assets Fund Balance$367,622$392,244▲ $24,622
Total Liabilities and Net Assets / Fund Balance$686,995$392,244▼ $294,751

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,968$24,540$33,508
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy FriearyBoard Member (chair)
Chrissy HaynesBoard Member (vice Chair)
Paige RobertsAssistant Director
Angel CallicuttBoard Member
Deanne BrownBoard Member
Dr Chad BledsoeBoard Member
Dr Isai RobledoBoard Member
Dr Karen MitchellBoard Member
Dr Karen RoseboroBoard Member
Dr Natalie WinfreeBoard Member
Frankie ManessBoard Member
Jamie LariviereBoard Member
Kat McraeBoard Member
Kerrie DionneBoard Member
Sandra ClyburnBoard Member
Savannah HeathBoard Member
Will CarpenterBoard Member (treasurer)
Teddi BensonBoard Member(secretary)
Katie HurseyExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$456,370
Program Service Revenue
$0
Investment Income
$11,779
Other Revenue
$54,099
All Other Contributions
$115,358
Change in Net Assets
$24,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$497,626
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$7,958-$7,958
Occupancy$6,000--$6,000
Travel$4,153--$4,153
Depreciation Depletion$3,351--$3,351
Other Expenses$43,504$1,482-$1,482
All Other Expenses-$138-$138
Total Functional Expenses$475,035$22,591$0$497,626
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$76,756
Fundraising Direct Expenses$22,657
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
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, Part VI, Section B, line 11B

REVIEWED BY ACCOUNTANT

Form 990, Part VI, Section B, line 12C

Reviewed at board meetings

Form 990, Part VI, Section C, line 19

Information is available to anyone in the public upon request at our office.

Filing and Contact Details

Filer

Filer Name
Communities in Schools of Montgomery
EIN
56-2617697
Phone
9105730974
Address
PO BOX 624, BISCOE, NC 27209

Signing Officer

Name
Will Carpenter
Title
Treasurer
Phone
9105730974
Signed
2025-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Will Carpenter
Formed
2006
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
18

Preparer

Firm
Gregory L Blake Inc CPA
Address
PO BOX 482, TROY, NC 27371
Preparer
Gregory L Blake
Phone
9105764621
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011779
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024540
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012319
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08968
IRS990/LandBldgEquipCostOrOtherBssAmt033508
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SURROUND THE STUDENTS OF MONTGOMERY COUNTY WITH A COMMUNITY OF SUPPORT, EMPOWERING THEM TO STAY IN SCHOOL AND ACHIEVE IN LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0367622
IRS990/NetAssetsOrFundBalancesEOYAmt0392244
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt054099
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt054099
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0311641
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0341903
IRS990/NoncashContributionsAmt012703
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt06000
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc2ADVERTISING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010876
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12137
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21482
IRS990/OtherExpensesGrp/ProgramServicesAmt0418027
IRS990/OtherExpensesGrp/ProgramServicesAmt143504
IRS990/OtherExpensesGrp/TotalAmt0418027
IRS990/OtherExpensesGrp/TotalAmt154380
IRS990/OtherExpensesGrp/TotalAmt22137
IRS990/OtherExpensesGrp/TotalAmt31482
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILL CARPENTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0527110
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011431
IRS990/PYOtherExpensesAmt0567125
IRS990/PYOtherRevenueAmt039343
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010759
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0567125
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0577884
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt024622
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0175000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0182575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0453509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0527110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0285368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0343275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01666208
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0104
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024275
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98560
IRS990ScheduleA/PublicSupportPY170Pct00.99010
IRS990ScheduleA/PublicSupportTotal170Amt01666208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0453509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0527110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0285368
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0343275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01666208
IRS990ScheduleA/TotalSupportAmt01690483
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08968
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024540
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt033508
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08968
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION IS AVAILABLE TO ANYONE IN THE PUBLIC UPON REQUEST AT OUR OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0686995
IRS990/TotalAssetsEOYAmt0392244
IRS990/TotalAssetsGrp/BOYAmt0686995
IRS990/TotalAssetsGrp/EOYAmt0392244
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0456370
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022591
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0475035
IRS990/TotalFunctionalExpensesGrp/TotalAmt0497626
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0319373
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0319373
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0367622
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0392244
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0475035
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054099
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011779
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0522248
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0686995
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0392244
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04153
IRS990/TravelGrp/TotalAmt04153
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILL CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09105730974

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