Civic Intelligence

June Rose Education Trust

EIN 56-6085394 • 501(c)3 • Greenville, NC

Profile

Provide annual scholarship funds to selected graduates of rose high school located in greenville, nc

PO Box 2734Greenville, NC 27836

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-26%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

0.3%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$71,127

Down $721 (-1.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$71,127

Down $721 (-1.0%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin20th percentile

Revenue

Up

$2,804

Up $8 (+0.3%) from 2023

Expenses

Up

$3,525

Up $100 (+2.9%) from 2023

Net Income

Down

-$721

Down $92 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$80K$60K$40K$20K$0Assets 2012: $73,026Liabilities 2012: $02012Assets 2013: $72,897Liabilities 2013: $02013Assets 2014: $72,750Liabilities 2014: $02014Assets 2015: $72,651Liabilities 2015: $02015Assets 2016: $72,843Liabilities 2016: $02016Assets 2017: $67,912Liabilities 2017: $02017Assets 2018: $68,298Liabilities 2018: $02018Assets 2019: $70,326Liabilities 2019: $02019Assets 2020: $70,395Liabilities 2020: $02020Assets 2021: $70,253Net Assets 2021: $70,2532021Assets 2022: $72,477Net Assets 2022: $72,4772022Assets 2023: $71,848Net Assets 2023: $71,8482023Assets 2024: $71,127Net Assets 2024: $71,1272024

Highlighted filing

2024

Assets$71,127
Liabilities-
Net Assets$71,127
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$5.0K$0-$5.0KRevenue 2012: $1,592Expenses 2012: $1,545Net Income 2012: $472012Revenue 2013: $1,706Expenses 2013: $1,835Net Income 2013: -$1292013Revenue 2014: $1,687Expenses 2014: $1,835Net Income 2014: -$1482014Revenue 2015: $1,761Expenses 2015: $1,860Net Income 2015: -$992015Revenue 2016: $2,052Expenses 2016: $1,860Net Income 2016: $1922016Revenue 2017: -$3,031Expenses 2017: $1,900Net Income 2017: -$4,9312017Revenue 2018: $2,311Expenses 2018: $1,925Net Income 2018: $3862018Revenue 2019: $2,453Expenses 2019: $425Net Income 2019: $2,0282019Revenue 2020: $2,494Expenses 2020: $2,425Net Income 2020: $692020Revenue 2021: $2,283Expenses 2021: $2,425Net Income 2021: -$1422021Revenue 2022: $2,649Expenses 2022: $425Net Income 2022: $2,2242022Revenue 2023: $2,796Expenses 2023: $3,425Net Income 2023: -$6292023Revenue 2024: $2,804Expenses 2024: $3,525Net Income 2024: -$7212024

Highlighted filing

2024

Revenue$2,804
Expenses$3,525
Net Income-$721
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,127
Liabilities
-
Net assets
$71,127
Revenue
$2,804
Expenses
$3,525
Net income
-$721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.1$71.1$2.80$3.53$0.72
2023Detailed filing. Detailed filing data is available for this year.$71.8$71.8$2.80$3.43$0.63
2022Detailed filing. Detailed filing data is available for this year.$72.5$72.5$2.65$0.43$2.22
2021Detailed filing. Detailed filing data is available for this year.$70.3$70.3$2.28$2.43$0.14
2020Summary only. Only limited summary data is available for this year.$70.4$0.00$2.49$2.43$0.07
2019Summary only. Only limited summary data is available for this year.$70.3$0.00$2.45$0.43$2.03
2018Summary only. Only limited summary data is available for this year.$68.3$0.00$2.31$1.93$0.39
2017Summary only. Only limited summary data is available for this year.$67.9$0.00$3.03$1.90$4.93
2016Summary only. Only limited summary data is available for this year.$72.8$0.00$2.05$1.86$0.19
2015Summary only. Only limited summary data is available for this year.$72.7$0.00$1.76$1.86$0.10
2014Summary only. Only limited summary data is available for this year.$72.8$0.00$1.69$1.84$0.15
2013Summary only. Only limited summary data is available for this year.$72.9$0.00$1.71$1.84$0.13
2012Summary only. Only limited summary data is available for this year.$73.0$0.00$1.59$1.55$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.0
Gross Receipts
$2,804
Mission and Program Overview

Mission

Provide annual scholarship funds to selected graduates of rose high school located in greenville, nc

Program Services

DescriptionGrantsExpenses
ANNUAL SCHOLARSHIP AWARDED TO SELECTED GRADUATING SENIORS AT JH ROSE HIGH SCHOOL IN GREENVILLE, NC$2,000$2,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LARKIN LITTLETrustee-$0--
PAM KACHMERTrustee-$0--
CAROLYN ROLLINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
June Rose Education Trust
EIN
56-6085394
Phone
2527563505
Address
PO BOX 2734, GREENVILLE, NC 27836

Signing Officer

Name
Pam Kachmer
Title
Trustee
Phone
2527563505
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Cayton & Associates Llp
Address
1696 E ARLINGTON BLVD, GREENVILLE, NC 27858-7829
Preparer
Angela M Cayton CPA
Phone
2527566266
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses annual fee 150 total 150”

Form 990-ez, Part III

“Provide annual scholarship funds to selected graduates of rose high school located in greenville, nc”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAM KACHMER
IRS990EZ/BooksInCareOfDetail/PhoneNum02527563505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2734
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027836
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071848
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-721
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071848
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071127
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt02804
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02804
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071127
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071127
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0J LARKIN LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAM KACHMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLYN ROLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ANNUAL SCHOLARSHIP FUNDS TO SELECTED GRADUATES OF ROSE HIGH SCHOOL LOCATED IN GREENVILLE, NC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL SCHOLARSHIP AWARDED TO SELECTED GRADUATING SENIORS AT JH ROSE HIGH SCHOOL IN GREENVILLE, NC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03525
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt02804
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATION HAS PREVIOUSLY PROVIDED COPIES OF THEIR GOVERNING DOCUMENTS TO SUPPORTED ORGANIZATION. EACH YEAR, ORGANIZATION PROVIDES SUPPORTED ORGANIZATION WITH A COMPLETE COPY OF FORM 990 AND AN ANNUAL STATEMENT THAT INCLUDES THE FOLLOWING: CRITIERIA FROM WHICH SCHOLARSHIP APPLICANT IS SELECTED NOTIFICATION OF THE SELECTED APPLICANT FOR THE CURRENT FISCAL YEAR DESCRIPTION OF ASSETS HELD BY ORGANIZATION FROM WHICH SCHOLARSHIP WILL BE PAID
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001097
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JH ROSE HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0JH ROSE HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02000
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ANNUAL FEE 150 TOTAL 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE ANNUAL SCHOLARSHIP FUNDS TO SELECTED GRADUATES OF ROSE HIGH SCHOOL LOCATED IN GREENVILLE, NC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM KACHMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02527563505
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUNE ROSE EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JUNE
ReturnHeader/Filer/EIN0566085394
ReturnHeader/Filer/PhoneNum02527563505
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2734
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027836
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562212120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAYTON & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01696 E ARLINGTON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0278587829
ReturnHeader/PreparerPersonGrp/PhoneNum02527566266
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA M CAYTON CPA
ReturnHeader/ReturnTs02024-11-04T10:31:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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