Civic Intelligence

June Rose Education Trust

990EZ • Fiscal year 2021 • EIN 56-6085394

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 04, 2021

PO Box 2734Greenville, NC 27836

(252) 756-3505

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

28th percentile

-6.2%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.2%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

-8.5%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$70,253

Down $142 (-0.2%) from 2020

Net Assets

$70,253

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$2,283

Down $211 (-8.5%) from 2020

Expenses

Flat

$2,425

Flat from 2020

Net Income

Down

-$142

Down $211 (-306%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$70,253
Liabilities-
Net Assets$70,253

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$2,283
Expenses$2,425
Net Income-$142
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.0
Gross Receipts
$2,484
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LARKIN LITTLETrustee-$0--
CHARLES A LEWISTrustee-$0--
PAM KACHMERTrustee-$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
2021-11-04
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 Appendix198 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0J LARKIN LITTLE
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHARLES A LEWIS
CompensationExplanation/CompensationExplanationGrp/PersonNm2PAM KACHMER
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
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0J LARKIN LITTLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAM KACHMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
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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/TotalExpensesAmt02425
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt02283
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001097
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0JH ROSE HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM KACHMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02527563505
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
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/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/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA M CAYTON CPA
ReturnHeader/ReturnTs02021-11-04T11:50:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KACHMER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings