Civic Intelligence

Cape Fear Academy Inc.

990 • Fiscal year 2020 • EIN 56-6075566

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 14, 2021

Organization Profilewww.capefearacademy.org

View Organization Page

3900 S College RoadWilmington, NC 28412

(910) 791-0287

Siviq Scores

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

Liabilities / Assets

69th percentile

0.55x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

1.28x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Net Margin

55th percentile

5.1%

Higher net margin than 55% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$217,610

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

6.0%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$31,001,362

Up $1,195,364 (+4.0%) from 2019

Net Assets

Up

$14,062,150

Up $499,495 (+3.7%) from 2019

Liabilities

Up

$16,939,212

Up $695,869 (+4.3%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin55th percentile

Revenue

Up

$13,247,637

Up $754,327 (+6.0%) from 2019

Expenses

Up

$12,572,619

Up $515,647 (+4.3%) from 2019

Net Income

Up

$675,018

Up $238,680 (+55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$60M$40M$20M$0Assets 2011: $26,289,989Liabilities 2011: $16,159,008Net Assets 2011: $10,130,9812011Assets 2012: $27,165,112Liabilities 2012: $17,085,994Net Assets 2012: $10,079,1182012Assets 2013: $27,557,226Liabilities 2013: $16,421,776Net Assets 2013: $11,135,4502013Assets 2014: $27,790,962Liabilities 2014: $16,235,159Net Assets 2014: $11,555,8032014Assets 2015: $28,546,874Liabilities 2015: $16,664,830Net Assets 2015: $11,882,0442015Assets 2016: $28,549,166Liabilities 2016: $16,886,053Net Assets 2016: $11,663,1132016Assets 2017: $29,414,063Liabilities 2017: $16,951,632Net Assets 2017: $12,462,4312017Assets 2018: $30,267,706Liabilities 2018: $16,988,567Net Assets 2018: $13,279,1392018Assets 2019: $29,805,998Liabilities 2019: $16,243,343Net Assets 2019: $13,562,6552019Assets 2020: $31,001,362Liabilities 2020: $16,939,212Net Assets 2020: $14,062,1502020Assets 2021: $34,517,339Liabilities 2021: $17,768,542Net Assets 2021: $16,748,7972021Assets 2022: $42,348,242Liabilities 2022: $23,984,435Net Assets 2022: $18,363,8072022Assets 2023: $43,901,089Liabilities 2023: $24,613,022Net Assets 2023: $19,288,0672023Assets 2024: $47,687,500Liabilities 2024: $26,056,276Net Assets 2024: $21,631,2242024Assets 2025: $51,071,041Liabilities 2025: $27,306,665Net Assets 2025: $23,764,3762025

Highlighted filing

2020

Assets$31,001,362
Liabilities$16,939,212
Net Assets$14,062,150
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$30M$20M$10M$0Expenses 2011: $8,894,4562011Expenses 2012: $9,219,0772012Expenses 2013: $9,714,2612013Revenue 2014: $10,094,158Expenses 2014: $9,812,865Net Income 2014: $281,2932014Revenue 2015: $10,711,691Expenses 2015: $10,386,259Net Income 2015: $325,4322015Revenue 2016: $11,014,114Expenses 2016: $10,968,150Net Income 2016: $45,9642016Revenue 2017: $11,800,562Expenses 2017: $11,362,403Net Income 2017: $438,1592017Revenue 2018: $12,450,405Expenses 2018: $11,867,655Net Income 2018: $582,7502018Revenue 2019: $12,493,310Expenses 2019: $12,056,972Net Income 2019: $436,3382019Revenue 2020: $13,247,637Expenses 2020: $12,572,619Net Income 2020: $675,0182020Revenue 2021: $14,665,156Expenses 2021: $13,691,631Net Income 2021: $973,5252021Revenue 2022: $15,824,056Expenses 2022: $14,177,328Net Income 2022: $1,646,7282022Revenue 2023: $16,683,570Expenses 2023: $15,979,703Net Income 2023: $703,8672023Revenue 2024: $19,420,344Expenses 2024: $17,535,707Net Income 2024: $1,884,6372024Revenue 2025: $21,237,718Expenses 2025: $19,567,927Net Income 2025: $1,669,7912025

Highlighted filing

2020

Revenue$13,247,637
Expenses$12,572,619
Net Income$675,018
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 14, 2021
Return Version
2019v5.2
Gross Receipts
$13,247,637
Mission and Program Overview

Mission

To operate a private school for grades pk - 12 in wilmington, nc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,443,726$12,858,959▼ $584,767
Savings and Temporary Cash Investments$5,451,944$5,264,510▼ $187,434
Accounts Receivable$4,688,840$5,203,022▲ $514,182
Cash and Non-Interest-Bearing Accounts$3,818,759$4,581,345▲ $762,586
Investments in Publicly Traded Securities$2,200,966$2,290,475▲ $89,509
Pledges and Grants Receivable$29,700$467,500▲ $437,800
Prepaid Expenses and Deferred Charges$152,484$108,418▼ $44,066
Total Assets$29,805,998$31,001,362▲ $1,195,364
Other Assets Total$19,579$227,133▲ $207,554
Liabilities
Deferred Revenue$10,156,728$9,766,749▼ $389,979
Tax Exempt Bond Liabilities$5,220,829$4,821,575▼ $399,254
Unsecured Notes Loans Payable-$1,253,949-
Accounts Payable and Accrued Expenses$567,454$601,324▲ $33,870
Other Liabilities$298,332$495,615▲ $197,283
Total Liabilities$16,243,343$16,939,212▲ $695,869
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,511,214$12,757,065▲ $245,851
Net Assets With Donor Restrictions$1,051,441$1,305,085▲ $253,644
Total Net Assets Fund Balance$13,562,655$14,062,150▲ $499,495
Total Liabilities and Net Assets / Fund Balance$29,805,998$31,001,362▲ $1,195,364

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,136,080$9,413,483$18,549,563
Leasehold Improvements$1,202,897$2,688,071$3,890,968
Equipment$1,292,149$1,582,242$2,874,391
Land$1,206,035-$1,206,035
Other Land Buildings$21,798$354,562$376,360

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,167,495$35,302▲ $22,246-$1,224,543
2018$1,136,392$1,500▲ $30,103-$1,167,495
2017$1,067,815$16,931▲ $52,146-$1,136,392
2016$939,080$61,475▲ $67,760-$1,067,815
2015$956,215$14,850▼ $31,735-$939,080
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donald BergerFormer Head of SchoolFT$217,610$217,610
Shana BarclayDirector of FinanceFT$128,807$128,807
Jennifer SullivanDirector of AdvancementFT$106,837$106,837

Board Members and Trustees

NameTitle
David SpruntChair
Porter YoungVice Chair
Connor KellerDirector
Crystal PeeblesDirector
Dave SweyerDirector
Diane BeecherDirector
Elizabeth WellsDirector
Hal WellsDirector
Katharine SullivanDirector
Kurt TaylorDirector
Louise MannDirector
Matt ScharfDirector
Michael JacobsDirector
Peter KaneDirector
Raiford TraskDirector
Jason DahlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,093,062
Program Service Revenue
$12,059,907
Investment Income
$94,668
Other Revenue
$0
All Other Contributions
$1,093,062
Change in Net Assets
$675,018

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,247,637
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-175,523
Total Revenue per Audited Statements
$13,072,114
Total Revenue per Form 990
$13,247,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,450,582
Other Expenses$3,604,023
Grants and Similar Amounts Paid$1,518,014
Total Fundraising Expense$400,066
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,159,123$637,294$160,247$5,956,664
Grants to Domestic Individuals$1,518,014--$1,518,014
Depreciation Depletion$757,383$85,099$8,510$850,992
Other Employee Benefits$655,888$101,506$23,425$780,819
Payroll Taxes$377,577$58,435$13,485$449,497
Current Officers, Directors, Trustees, and Key Employees$65,901$171,341$26,360$263,602
Insurance$107,247$82,498$16,499$206,244
Interest$194,485$10,236-$204,721
Other Expenses$112,843$23,683$2,786$139,312
All Other Expenses$34,854-$80,371$115,225
Total Functional Expenses$10,675,476$1,497,077$400,066$12,572,619

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,572,619
Total Expenses per Audited Statements$12,572,619
Total Expenses per Form 990$12,572,619
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap Valuation Liability$495,615

Bond Issues

BondIssuerIssuedIssue PricePurpose
ANorth Carolina Capital Facilities2010-07-22$8,335,000Expand Facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,335,000-$3,335,000$173,280

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
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
Yes
Other officer compensation reviewed
Yes
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

“School is audited by independent CPA firm. After audit, CPA firm uses audited information to complete draft of 990. Once drafted the 990 is circulated to head of school, director of finance and operations, finance committee, and executive committee. Once approved, 990 is efiled.”

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

“Board members and key employees are required to disclose conflicts annually. When conflicts arise, the individual with the conflict is asked to leave the room, and required not to vote on any related item.”

Form 990, Part VI, Section B, line 15

“The board has a committee called the head of school compensation and evaluation committee. This committee researches comparable data from other private schools, market conditions, and employee performance. Then this committee recommends pay rate and benefits for the head of school. The board has authority to approve. Once approved the head of school's compensation is contained in a written agreement. The total salary budget is approved by the board of trustees in the budgeting process. Individual employee salaries are negotiated by the head of school using southeastern independent school benchmark data.”

Form 990, Part VI, Section C, line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Cape Fear Academy
EIN
56-6075566
Phone
9107910287
Address
3900 S College Road, Wilmington, NC 28412

Signing Officer

Name
Jason Dahl
Title
Treasurer
Phone
9107910287
Signed
2021-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Dahl
Formed
1966
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
242
Volunteers
500

Preparer

Firm
Earney & Company LLP
Address
710 Military Cutoff Road Suite 250, Wilmington, NC 28405
Preparer
Ryan Skuce CPA
Phone
9102569995
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Former Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director of Advancement
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01518014
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01518014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01518014
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010
IRS990/GrossReceiptsAmt013247637
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt016499
IRS990/InsuranceGrp/ManagementAndGeneralAmt082498
IRS990/InsuranceGrp/ProgramServicesAmt0107247
IRS990/InsuranceGrp/TotalAmt0206244
IRS990/InterestGrp/ManagementAndGeneralAmt010236
IRS990/InterestGrp/ProgramServicesAmt0194485
IRS990/InterestGrp/TotalAmt0204721
IRS990/InvestmentIncomeGrp/ExclusionAmt094658
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt094658
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02200966
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02290475
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014038358
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013443726
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012858959
IRS990/LandBldgEquipCostOrOtherBssAmt026897317
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE A PRIVATE SCHOOL FOR GRADES PK - 12 IN WILMINGTON, NC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013562655
IRS990/NetAssetsOrFundBalancesEOYAmt014062150
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-175523
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012511214
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012757065
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019579
IRS990/OtherAssetsTotalGrp/EOYAmt0227133
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023425
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0101506
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0655888
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0780819
IRS990/OtherExpensesGrp/Desc0Repairs and Maintenance
IRS990/OtherExpensesGrp/Desc1Instructional
IRS990/OtherExpensesGrp/Desc2Other Admin
IRS990/OtherExpensesGrp/Desc3Technology
IRS990/OtherExpensesGrp/FundraisingAmt014923
IRS990/OtherExpensesGrp/FundraisingAmt153460
IRS990/OtherExpensesGrp/FundraisingAmt22786
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt059690
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1267295
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223683
IRS990/OtherExpensesGrp/ProgramServicesAmt0671514
IRS990/OtherExpensesGrp/ProgramServicesAmt1673163
IRS990/OtherExpensesGrp/ProgramServicesAmt2347484
IRS990/OtherExpensesGrp/ProgramServicesAmt3112843
IRS990/OtherExpensesGrp/TotalAmt0746127
IRS990/OtherExpensesGrp/TotalAmt1673163
IRS990/OtherExpensesGrp/TotalAmt2668239
IRS990/OtherExpensesGrp/TotalAmt3139312
IRS990/OtherLiabilitiesGrp/BOYAmt0298332
IRS990/OtherLiabilitiesGrp/EOYAmt0495615
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0160247
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0637294
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05159123
IRS990/OtherSalariesAndWagesGrp/TotalAmt05956664
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013485
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt058435
IRS990/PayrollTaxesGrp/ProgramServicesAmt0377577
IRS990/PayrollTaxesGrp/TotalAmt0449497
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt029700
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0467500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0152484
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0108418
IRS990/PrincipalOfficerNm0Jason Dahl
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611000
IRS990/ProgramServiceRevenueGrp/BusinessCd1611000
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1OTHER EDUCATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010204309
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11855598
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010204309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11855598
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0539217
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01451054
IRS990/PYInvestmentIncomeAmt0113726
IRS990/PYOtherExpensesAmt03497366
IRS990/PYOtherRevenueAmt088845
IRS990/PYProgramServiceRevenueAmt011751522
IRS990/PYRevenuesLessExpensesAmt0436338
IRS990/PYSalariesCompEmpBnftPaidAmt07108552
IRS990/PYTotalExpensesAmt012056972
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012493310
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0675018
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012059917
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05451944
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05264510
IRS990ScheduleA/SchoolInd0X
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/BoardDesignatedBalanceEOYPct00.23930
IRS990ScheduleD/BuildingsGrp/BookValueAmt09136080
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09413483
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018549563
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0500
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01167495
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt035302
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01224543
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt022246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01136392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01167495
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01067815
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt016931
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01136392
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt052146
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0939080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt061475
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01067815
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0956215

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,001,362
Liabilities
$16,939,212
Net assets
$14,062,150
Revenue
$13,247,637
Expenses
$12,572,619
Net income
$675,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.1$27.3$23.8$21.2$19.6$1.67
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.7$26.1$21.6$19.4$17.5$1.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$24.6$19.3$16.7$16.0$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$24.0$18.4$15.8$14.2$1.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$17.8$16.7$14.7$13.7$0.97
2020Detailed filing. Detailed filing data is available for this year.$31.0$16.9$14.1$13.2$12.6$0.68
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$16.2$13.6$12.5$12.1$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$17.0$13.3$12.5$11.9$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$17.0$12.5$11.8$11.4$0.44
2016Detailed filing. Detailed filing data is available for this year.$28.5$16.9$11.7$11.0$11.0$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$16.7$11.9$10.7$10.4$0.33
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$16.2$11.6$10.1$9.81$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$16.4$11.1$9.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$17.1$10.1$9.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$16.2$10.1$8.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • NTEE B200 • $25M-$50M nonprofits