Civic Intelligence

Lee Academy of Bishopville Inc.

990 • Fiscal year 2020 • EIN 57-0478027

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 18, 2020

Organization ProfileRELEEACADEMY.ORG
630 Cousar StBishopville, SC 29010

(803) 484-5532

Siviq Scores

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

Liabilities / Assets

59th percentile

0.17x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.22x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

28th percentile

-5.2%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$6,950

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

9.0%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-6.4%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$2,210,580

Up $182,140 (+9.0%) from 2019

Net Assets

Down

$1,830,730

Down $48,691 (-2.6%) from 2019

Liabilities

Up

$379,850

Up $230,831 (+155%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin28th percentile

Revenue

Down

$1,706,355

Down $115,836 (-6.4%) from 2019

Expenses

Down

$1,795,517

Down $74,146 (-4.0%) from 2019

Net Income

Down

-$89,162

Down $41,690 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,405,300Liabilities 2010: $410,540Net Assets 2010: $994,7602010Assets 2011: $1,215,952Liabilities 2011: $394,646Net Assets 2011: $821,3062011Assets 2012: $1,129,662Liabilities 2012: $399,014Net Assets 2012: $730,6482012Assets 2013: $1,091,930Liabilities 2013: $355,060Net Assets 2013: $736,8702013Assets 2014: $1,089,161Liabilities 2014: $320,634Net Assets 2014: $768,5272014Assets 2015: $1,553,325Liabilities 2015: $218,552Net Assets 2015: $1,334,7732015Assets 2016: $1,588,684Liabilities 2016: $171,310Net Assets 2016: $1,417,3742016Assets 2017: $2,032,835Liabilities 2017: $280,958Net Assets 2017: $1,751,8772017Assets 2018: $2,069,772Liabilities 2018: $156,656Net Assets 2018: $1,913,1162018Assets 2019: $2,028,440Liabilities 2019: $149,019Net Assets 2019: $1,879,4212019Assets 2020: $2,210,580Liabilities 2020: $379,850Net Assets 2020: $1,830,7302020Assets 2021: $2,150,927Liabilities 2021: $251,206Net Assets 2021: $1,899,7212021Assets 2022: $2,466,400Liabilities 2022: $337,931Net Assets 2022: $2,128,4692022Assets 2023: $2,327,414Liabilities 2023: $329,076Net Assets 2023: $1,998,3382023Assets 2024: $2,510,981Liabilities 2024: $406,818Net Assets 2024: $2,104,1632024Assets 2025: $2,388,540Liabilities 2025: $442,145Net Assets 2025: $1,946,3952025

Highlighted filing

2020

Assets$2,210,580
Liabilities$379,850
Net Assets$1,830,730
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,203,9952010Revenue 2011: $2,038,219Expenses 2011: $2,211,602Net Income 2011: -$173,3832011Revenue 2012: $1,884,510Expenses 2012: $1,975,168Net Income 2012: -$90,6582012Revenue 2013: $1,734,449Expenses 2013: $1,728,227Net Income 2013: $6,2222013Revenue 2014: $1,793,063Expenses 2014: $1,757,590Net Income 2014: $35,4732014Revenue 2015: $2,262,405Expenses 2015: $1,648,372Net Income 2015: $614,0332015Revenue 2016: $1,869,169Expenses 2016: $1,833,062Net Income 2016: $36,1072016Revenue 2017: $2,166,531Expenses 2017: $1,740,165Net Income 2017: $426,3662017Revenue 2018: $1,772,884Expenses 2018: $1,814,476Net Income 2018: -$41,5922018Revenue 2019: $1,822,191Expenses 2019: $1,869,663Net Income 2019: -$47,4722019Revenue 2020: $1,706,355Expenses 2020: $1,795,517Net Income 2020: -$89,1622020Revenue 2021: $2,205,180Expenses 2021: $2,077,279Net Income 2021: $127,9012021Revenue 2022: $2,580,786Expenses 2022: $2,436,489Net Income 2022: $144,2972022Revenue 2023: $2,857,175Expenses 2023: $2,973,720Net Income 2023: -$116,5452023Revenue 2024: $2,794,009Expenses 2024: $2,668,130Net Income 2024: $125,8792024Revenue 2025: $2,857,181Expenses 2025: $2,895,439Net Income 2025: -$38,2582025

Highlighted filing

2020

Revenue$1,706,355
Expenses$1,795,517
Net Income-$89,162
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 18, 2020
Return Version
2019v5.1
Gross Receipts
$1,789,785
Mission and Program Overview

Mission

Lee Academys mission is to provide quality private education for students from grades K-3 through senior year of high school.

Robert E. Lee Academys mission is to provide quality private education for students from grades K-3 through senior year of high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,171,413$1,109,443▼ $61,970
Cash and Non-Interest-Bearing Accounts$441,715$652,830▲ $211,115
Savings and Temporary Cash Investments$389,125$396,468▲ $7,343
Accounts Receivable$26,187$51,839▲ $25,652
Total Assets$2,028,440$2,210,580▲ $182,140
Liabilities
Unsecured Notes Loans Payable-$232,877-
Other Liabilities$104,172$106,127▲ $1,955
Deferred Revenue$42,296$39,831▼ $2,465
Accounts Payable and Accrued Expenses$2,551$1,015▼ $1,536
Total Liabilities$149,019$379,850▲ $230,831
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,879,421$1,830,730▼ $48,691
Total Net Assets Fund Balance$1,879,421$1,830,730▼ $48,691
Total Liabilities and Net Assets / Fund Balance$2,028,440$2,210,580▲ $182,140

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$871,723$546,162$1,417,885
Equipment$79,243$276,963$356,206
Buildings$56,603$149,138$205,741
Other Land Buildings$5,822$146,619$152,441
Land$96,052-$96,052
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William BochetteHeadmasterFT$6,950$6,950

Board Members and Trustees

NameTitle
James RossVice Chairman
Curtis BrunsonBoard Member
Jane WhitesideBoard Member
Kerry FrazierBoard Member
Keyes WheelerBoard Member
Kimberly ArdBoard Member
Lee WilkesBoard Member
Missy KirvenBoard Member
Paul BarrettBoard Member
Ricky DavisBoard Member
Eric AthonenBorad Member
Zan TomlinsonChariman
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$1,651,722
Investment Income
$1,080
Other Revenue
$52,553
Change in Net Assets
$-89,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,219,031
Other Expenses$575,486
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,017,217$53,538-$1,070,755
Occupancy$153,642--$153,642
Depreciation Depletion$91,625--$91,625
Payroll Taxes$82,088$4,320-$86,408
Current Officers, Directors, Trustees, and Key Employees-$59,141-$59,141
Insurance$45,185$2,378-$47,563
All Other Expenses$36,099$1,900-$37,999
Other Expenses$31,959$1,682-$33,641
Travel$12,010$632-$12,642
Advertising$5,802$305-$6,107
Information Technology$4,889$257-$5,146
Other Employee Benefits$2,591$136-$2,727
Fees for Services Accounting$1,900$100-$2,000
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$1,661,872$133,645$0$1,795,517
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
Accured Salaries$96,305
Payroll Liabilities$9,822
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

Member election for additional members Part VI line 7A

“Annually six parents are nominated by the parents of the school and a nominating committee. Of these six, three individuals are elected by the parents to serve a four year term.”

Form 990 governing body review Part VI line 11

“The form 990 is made available for review by board members in the board meeting prior to the signing and filing of the form. In addition, the board members are made aware that the form is filed in the school office and avaiable for additional review upon request.”

Conflict of interest policy compliance Part VI line 12C

“The head of school is responsible for any potential conflicts of interest between the school and any staff or board member. Any conflicts of interest that arise are immediately communicated to the board so that appropriate action may take place.”

CEO executive director top management comp Part VI line 15A

“The compensation of the headmaster of Robert E Lee Academy, Inc. is reviewed and approved by the Board of Directors.”

Other officer or key employee compensation Part VI line 15B

“Annually the head of school is evaluated by the board of directors. His compensation is set by the board based on the results of the evaluation.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents including policies and procedures are available to the public in the organizations office. They are also available per the organizations website. The organizations financial statements and form 990 are maintained in the head of schools office and are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Robert E Lee Academy Inc
EIN
57-0478027
Address
630 COUSAR ST, Bishopville, SC 29010

Signing Officer

Name
William B Bochette
Title
Headmaster
Phone
8034845532
Signed
2020-11-18
Discuss with paid preparer
No

Organization Details

Principal Officer
Zan Tomlinson
Formed
1965
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
70

Preparer

Firm
Midland Financial Services LLC
Address
618A Bultman Drive, Sumter, SC 29150
Preparer
Richard A Overstreet
Phone
8037757341
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IRS990/OtherExpensesGrp/Desc1ATHLETICS-OFFICIALS BANQUET
IRS990/OtherExpensesGrp/Desc2ACTIVITY FUND
IRS990/OtherExpensesGrp/Desc3INSTRUCTION EXP & CONT ED
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IRS990/PrincipalOfficerNm0ZAN TOMLINSON
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUALLY SIX PARENTS ARE NOMINATED BY THE PARENTS OF THE SCHOOL AND A NOMINATING COMMITTEE. OF THESE SIX, THREE INDIVIDUALS ARE ELECTED BY THE PARENTS TO SERVE A FOUR YEAR TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY BOARD MEMBERS IN THE BOARD MEETING PRIOR TO THE SIGNING AND FILING OF THE FORM. IN ADDITION, THE BOARD MEMBERS ARE MADE AWARE THAT THE FORM IS FILED IN THE SCHOOL OFFICE AND AVAIABLE FOR ADDITIONAL REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HEAD OF SCHOOL IS RESPONSIBLE FOR ANY POTENTIAL CONFLICTS OF INTEREST BETWEEN THE SCHOOL AND ANY STAFF OR BOARD MEMBER. ANY CONFLICTS OF INTEREST THAT ARISE ARE IMMEDIATELY COMMUNICATED TO THE BOARD SO THAT APPROPRIATE ACTION MAY TAKE PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The compensation of the headmaster of Robert E Lee Academy, Inc. is reviewed and approved by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE HEAD OF SCHOOL IS EVALUATED BY THE BOARD OF DIRECTORS. HIS COMPENSATION IS SET BY THE BOARD BASED ON THE RESULTS OF THE EVALUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS GOVERNING DOCUMENTS INCLUDING POLICIES AND PROCEDURES ARE AVAILABLE TO THE PUBLIC IN THE ORGANIZATIONS OFFICE. THEY ARE ALSO AVAILABLE PER THE ORGANIZATIONS WEBSITE. THE ORGANIZATIONS FINANCIAL STATEMENTS AND FORM 990 ARE MAINTAINED IN THE HEAD OF SCHOOLS OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/StatesWhereCopyOfReturnIsFldCd0SC

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,210,580
Liabilities
$379,850
Net assets
$1,830,730
Revenue
$1,706,355
Expenses
$1,795,517
Net income
-$89,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.39$0.44$1.95$2.86$2.90$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.41$2.10$2.79$2.67$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.33$2.00$2.86$2.97$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.34$2.13$2.58$2.44$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.25$1.90$2.21$2.08$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.38$1.83$1.71$1.80$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.15$1.88$1.82$1.87$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.16$1.91$1.77$1.81$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.28$1.75$2.17$1.74$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.59$0.17$1.42$1.87$1.83$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.22$1.33$2.26$1.65$0.61
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.32$0.77$1.79$1.76$0.04
2013Summary only. Only limited summary data is available for this year.$1.09$0.36$0.74$1.73$1.73$0.01
2012Summary only. Only limited summary data is available for this year.$1.13$0.40$0.73$1.88$1.98$0.09
2011Summary only. Only limited summary data is available for this year.$1.22$0.39$0.82$2.04$2.21$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.41$0.99$2.20