Civic Intelligence

Henderson County Education Foundation Inc.

990 • Fiscal year 2018 • EIN 58-1734733

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization ProfileWWW.HCEF.INFO
PO Box 1267Hendersonville, NC 28793

(828) 697-5551

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-41%

Higher net margin than 6% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-6.1%

Faster asset growth than 21% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-5.8%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$1,527,605

Down $98,616 (-6.1%) from 2017

Net Assets

Down

$1,447,156

Down $113,559 (-7.3%) from 2017

Liabilities

Up

$80,449

Up $14,943 (+23%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin6th percentile

Revenue

Down

$348,961

Down $21,330 (-5.8%) from 2017

Expenses

Up

$490,453

Up $1,123 (+0.2%) from 2017

Net Income

Down

-$141,492

Down $22,453 (-19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,275,665Liabilities 2010: $19,221Net Assets 2010: $1,256,4442010Assets 2011: $1,432,224Liabilities 2011: $3,065Net Assets 2011: $1,429,1592011Assets 2012: $1,402,261Liabilities 2012: $4,596Net Assets 2012: $1,397,6652012Assets 2013: $1,468,993Liabilities 2013: $3,287Net Assets 2013: $1,465,7062013Assets 2014: $1,605,108Liabilities 2014: $2,606Net Assets 2014: $1,602,5022014Assets 2015: $1,761,355Liabilities 2015: $2,009Net Assets 2015: $1,759,3462015Assets 2016: $1,681,935Liabilities 2016: $12,161Net Assets 2016: $1,669,7742016Assets 2017: $1,626,221Liabilities 2017: $65,506Net Assets 2017: $1,560,7152017Assets 2018: $1,527,605Liabilities 2018: $80,449Net Assets 2018: $1,447,1562018Assets 2019: $1,401,457Liabilities 2019: $3,633Net Assets 2019: $1,397,8242019Assets 2020: $1,113,569Liabilities 2020: $14,120Net Assets 2020: $1,099,4492020Assets 2021: $1,226,226Liabilities 2021: $24,074Net Assets 2021: $1,202,1522021Assets 2022: $1,174,642Liabilities 2022: $19,375Net Assets 2022: $1,155,2672022Assets 2023: $1,197,428Liabilities 2023: $6,195Net Assets 2023: $1,191,2332023

Highlighted filing

2018

Assets$1,527,605
Liabilities$80,449
Net Assets$1,447,156
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $347,1792010Expenses 2011: $346,2652011Expenses 2012: $334,1382012Expenses 2013: $333,6772013Revenue 2014: $467,677Expenses 2014: $396,038Net Income 2014: $71,6392014Revenue 2015: $622,601Expenses 2015: $431,187Net Income 2015: $191,4142015Revenue 2016: $315,554Expenses 2016: $405,940Net Income 2016: -$90,3862016Revenue 2017: $370,291Expenses 2017: $489,330Net Income 2017: -$119,0392017Revenue 2018: $348,961Expenses 2018: $490,453Net Income 2018: -$141,4922018Revenue 2019: $491,084Expenses 2019: $519,179Net Income 2019: -$28,0952019Revenue 2020: $438,913Expenses 2020: $745,540Net Income 2020: -$306,6272020Revenue 2021: $432,723Expenses 2021: $456,816Net Income 2021: -$24,0932021Revenue 2022: $600,776Expenses 2022: $499,919Net Income 2022: $100,8572022Revenue 2023: $602,084Expenses 2023: $597,908Net Income 2023: $4,1762023

Highlighted filing

2018

Revenue$348,961
Expenses$490,453
Net Income-$141,492
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$381,627
Mission and Program Overview

Mission

Enhance the quality of life in henderson county, north carolina by enriching the education of students, teachers, and the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,044,965$1,069,586▲ $24,621
Land, Buildings, and Equipment, Net$306,491$302,694▼ $3,797
Cash and Non-Interest-Bearing Accounts$149,696$64,725▼ $84,971
Savings and Temporary Cash Investments$71,738$37,691▼ $34,047
Accounts Receivable$12,604$12,182▼ $422
Prepaid Expenses and Deferred Charges$727$727→ $0
Total Assets$1,626,221$1,527,605▼ $98,616
Other Assets Total$40,000$40,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$65,506$80,449▲ $14,943
Total Liabilities$65,506$80,449▲ $14,943
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,242,229$1,131,767▼ $110,462
Unrestricted Net Assets$205,749$202,002▼ $3,747
Permanently Rstr Net Assets$112,737$113,387▲ $650
Total Net Assets Fund Balance$1,560,715$1,447,156▼ $113,559
Total Liabilities and Net Assets / Fund Balance$1,626,221$1,527,605▼ $98,616

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$223,101$158,374$381,475
Land$77,937-$77,937
Equipment$1,656$40,195$41,851
Other Land Buildings-$19,866$19,866

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$112,737$650--$113,387
2016$112,737---$112,737
2015$112,487$250--$112,737
2014$111,737$750--$112,487
2013$111,137$600--$111,737
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Daniel PoetaPresident
Amy JonesDirector
Anderson EllisDirector
Darla LindemanDirector
Graham R FieldsDirector
Jennifer BalkcomDirector
Jessica CollinsDirector
Jimmie Lynn WhitmireDirector
Joshua EnglishDirector
Judy Scott EdwardsDirector
Katherine L MansfieldDirector
Rebecca LebowitzDirector
Sharon AsheDirector
Sara BagwellSecretary
Curtis MarkerTreasurer
Amy L LaughterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$223,640
Program Service Revenue
$29,947
Investment Income
$28,128
Other Revenue
$67,246
All Other Contributions
$220,731
Change in Net Assets
$-141,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,177
Grants and Similar Amounts Paid$133,785
Salaries, Compensation, and Employee Benefits$64,491
Total Fundraising Expense$16,657
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$133,785--$133,785
Other Salaries and Wages$36,581$12,193$12,194$60,968
All Other Expenses$18,457$3,147$3,548$25,152
Other Expenses$23,206--$23,206
Depreciation Depletion$16,498--$16,498
Occupancy$12,532$820-$13,352
Fees for Services Other$10,879--$10,879
Advertising$7,970$2,416$211$10,597
Travel$6,906$546-$7,452
Fees for Services Accounting$4,480$1,920-$6,400
Fees for Service Investment Mgmnt Fees-$5,795-$5,795
Payroll Taxes$2,114$705$704$3,523
Office Expenses$955$2,138-$3,093
Insurance$1,614$1,367-$2,981
Total Functional Expenses$442,749$31,047$16,657$490,453
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,167
Fundraising Direct Expenses$32,666
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spec Events & F$77,417$75,167$32,666$42,501
Total Events$77,417$75,167$32,666$42,501
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
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 is provided to the board and is reviewed by the executive and finance committees which have been designated by the board to provide oversight authority over the 990 prior to its filing.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the executive director and other key positions are discussed during the budget development process each year. The compensation ranges for these positions are developed from comparability data available for the type of organization and the geographical area. This information is documented during this process and discussed and agreed upon by the finance committee, executive commitee, and the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“The procedure for other key employees is the same process as noted above.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, financial statements, and form 990 are available for inspection upon request at the foundation's business office during regular business hours.”

Filing and Contact Details

Filer

Filer Name
Henderson County Education
EIN
58-1734733
Phone
8286975551
Address
PO BOX 1267, HENDERSONVILLE, NC 28793

Signing Officer

Name
Summer Stipe
Title
Executive Director
Phone
8286988884
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Summer Stipe
Formed
1986
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
7

Preparer

Firm
Carland & Andersen Inc
Address
PO BOX 179, HENDERSONVILLE, NC 28793
Preparer
Terry B Andersen CPA
Phone
8286922583
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Johnson farm fund-renovation, maintenance, development, and operation of local farm as a heritage center serving the community. General programs-other awards and scholarships, to students, teachers, and graduates of henderson county public schools, to enrich the learning opportunities for students and expenses related to the operation of these programs.”

Raw XML AppendixShowing 400 of 540 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt065506
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt080449
IRS990/AccountsReceivableGrp/BOYAmt012604
IRS990/AccountsReceivableGrp/EOYAmt012182
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ENHANCE THE QUALITY OF LIFE IN HENDERSON COUNTY, NORTH CAROLINA BY ENRICHING THE EDUCATION OF STUDENTS, TEACHERS, AND THE LOCAL COMMUNITY.
IRS990/AdvertisingGrp/FundraisingAmt0211
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02416
IRS990/AdvertisingGrp/ProgramServicesAmt07970
IRS990/AdvertisingGrp/TotalAmt010597
IRS990/AllOtherContributionsAmt0220731
IRS990/AllOtherExpensesGrp/FundraisingAmt03548
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03147
IRS990/AllOtherExpensesGrp/ProgramServicesAmt018457
IRS990/AllOtherExpensesGrp/TotalAmt025152
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SUMMER STIPE
IRS990/BooksInCareOfDetail/PhoneNum08286988884
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0414 FOURTH AVENUE WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0HENDERSONVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028739
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0149696
IRS990/CashNonInterestBearingGrp/EOYAmt064725
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt02250
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0223640
IRS990/CYGrantsAndSimilarPaidAmt0133785
IRS990/CYInvestmentIncomeAmt028128
IRS990/CYOtherExpensesAmt0292177
IRS990/CYOtherRevenueAmt067246
IRS990/CYProgramServiceRevenueAmt029947
IRS990/CYRevenuesLessExpensesAmt0-141492
IRS990/CYSalariesCompEmpBnftPaidAmt064491
IRS990/CYTotalExpensesAmt0490453
IRS990/CYTotalFundraisingExpenseAmt016657
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0348961
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt016498
IRS990/DepreciationDepletionGrp/TotalAmt016498
IRS990/Desc0MAE A. BERRIAN FUND CREATED FOR THE BENEFIT OF THE STRINGS PROGRAM OF THE MUSIC DEPARTMENTS OF THE HENDERSON COUNTY PUBLIC SCHOOLS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt09950
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt0659
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01920
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt04480
IRS990/FeesForServicesAccountingGrp/TotalAmt06400
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt010879
IRS990/FeesForServicesOtherGrp/TotalAmt010879
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05795
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05795
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL POETA
IRS990/Form990PartVIISectionAGrp/PersonNm1AMY L LAUGHTER
IRS990/Form990PartVIISectionAGrp/PersonNm2SARA BAGWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3CURTIS MARKER
IRS990/Form990PartVIISectionAGrp/PersonNm4SHARON ASHE
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNIFER BALKCOM
IRS990/Form990PartVIISectionAGrp/PersonNm6JESSICA COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm7JUDY SCOTT EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDERSON ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm9JOSHUA ENGLISH
IRS990/Form990PartVIISectionAGrp/PersonNm10GRAHAM R FIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm11AMY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm12REBECCA LEBOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm13DARLA LINDEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14KATHERINE L MANSFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm15JIMMIE LYNN WHITMIRE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt02250
IRS990/FundraisingDirectExpensesAmt032666
IRS990/FundraisingGrossIncomeAmt075167
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0133785
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0133785
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0381627
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01367
IRS990/InsuranceGrp/ProgramServicesAmt01614
IRS990/InsuranceGrp/TotalAmt02981
IRS990/InvestmentIncomeGrp/ExclusionAmt028128
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028128
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01044965
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01069586
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0218435
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0306491
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0302694
IRS990/LandBldgEquipCostOrOtherBssAmt0521129
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ENHANCE THE QUALITY OF LIFE IN HENDERSON COUNTY, NORTH CAROLINA BY ENRICHING THE EDUCATION OF STUDENTS, TEACHERS, AND THE LOCAL COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01560715
IRS990/NetAssetsOrFundBalancesEOYAmt01447156
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt042501
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt042501
IRS990/NetUnrlzdGainsLossesInvstAmt027933
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt06300
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0820
IRS990/OccupancyGrp/ProgramServicesAmt012532
IRS990/OccupancyGrp/TotalAmt013352
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02138
IRS990/OfficeExpensesGrp/ProgramServicesAmt0955
IRS990/OfficeExpensesGrp/TotalAmt03093
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt040000
IRS990/OtherAssetsTotalGrp/EOYAmt040000
IRS990/OtherExpensesGrp/Desc0PROGRAM DISTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1PGM PAYMENTS TO SCHOOLS
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc3PROGRAM SRCV EVENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt096738
IRS990/OtherExpensesGrp/ProgramServicesAmt145910
IRS990/OtherExpensesGrp/ProgramServicesAmt224124
IRS990/OtherExpensesGrp/ProgramServicesAmt323206
IRS990/OtherExpensesGrp/TotalAmt096738
IRS990/OtherExpensesGrp/TotalAmt145910
IRS990/OtherExpensesGrp/TotalAmt224124
IRS990/OtherExpensesGrp/TotalAmt323206
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc2RENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt024124
IRS990/OtherRevenueMiscGrp/ExclusionAmt1620
IRS990/OtherRevenueMiscGrp/ExclusionAmt21
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024124
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21
IRS990/OtherRevenueTotalAmt024745
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012194
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012193
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt036581
IRS990/OtherSalariesAndWagesGrp/TotalAmt060968
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0704
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0705
IRS990/PayrollTaxesGrp/ProgramServicesAmt02114
IRS990/PayrollTaxesGrp/TotalAmt03523
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0112737
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0113387
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0727
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0727
IRS990/PrincipalOfficerNm0SUMMER STIPE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FESTIVALS
IRS990/ProgramServiceRevenueGrp/Desc1ANIMAL CARE
IRS990/ProgramServiceRevenueGrp/Desc2EVENTS/PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3TOURS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014799
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18445
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24790
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31913
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014799
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18445
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24790
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31913
IRS990/ProgSrvcAccomActy2Grp/Desc0SPECIAL FUND FOR CHILDREN-HELPS CHILDREN AT RISK OF DROPPING OUT OF SCHOOL. POTENTIAL TO PROVIDE AID TO MORE THAN 10,000 HENDERSON COUNTY PUBLIC SCHOOL STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011500
IRS990/ProgSrvcAccomActy3Grp/Desc0THE LEADER IN ME IS FRANKLIN COVEY'S WHOLE SCHOOL TRANSFORMATION PROCESS. IT TEACHES 21ST CENTURY LEADERSHIP AND LIFE SKILLS TO STUDENTS AND CREATES A CULTURE OF STUDENT EMPOWERMENT BASED ON THE IDEA THAT EVERY CHILD CAN BE A LEADER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt089712
IRS990/ProgSrvcAccomActyOtherGrp/Desc0JOHNSON FARM FUND-RENOVATION, MAINTENANCE, DEVELOPMENT, AND OPERATION OF LOCAL FARM AS A HERITAGE CENTER SERVING THE COMMUNITY. GENERAL PROGRAMS-OTHER AWARDS AND SCHOLARSHIPS, TO STUDENTS, TEACHERS, AND GRADUATES OF HENDERSON COUNTY PUBLIC SCHOOLS, TO ENRICH THE LEARNING OPPORTUNITIES FOR STUDENTS AND EXPENSES RELATED TO THE OPERATION OF THESE PROGRAMS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0331587
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0133785
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt029947
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0256798
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt099451
IRS990/PYInvestmentIncomeAmt025893
IRS990/PYOtherExpensesAmt0331727
IRS990/PYOtherRevenueAmt062949
IRS990/PYProgramServiceRevenueAmt024651
IRS990/PYRevenuesLessExpensesAmt0-119039
IRS990/PYSalariesCompEmpBnftPaidAmt055152
IRS990/PYTotalExpensesAmt0489330
IRS990/PYTotalProfFndrsngExpnsAmt03000
IRS990/PYTotalRevenueAmt0370291
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-141492
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071738
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037691
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0588,653
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0223640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0256798
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0227612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0464194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0306953
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01479197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016233
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013705
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt085486
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt094167
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt099912
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt087723
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt098193
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0134284
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0168541
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0588653
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54980
IRS990ScheduleA/PublicSupportPY170Pct00.55130
IRS990ScheduleA/PublicSupportTotal170Amt01183895
IRS990ScheduleA/SubstantialContributorsTotAmt0295302
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0223640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0256798
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0227612
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0464194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0306953
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01479197
IRS990ScheduleA/TotalSupportAmt02153336
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0223101
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0158374
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0381475
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0112737
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0650
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0113387
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0112737
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0112737
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0112487
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0112737

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,527,605
Liabilities
$80,449
Net assets
$1,447,156
Revenue
$348,961
Expenses
$490,453
Net income
-$141,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.20$0.01$1.19$0.60$0.60$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.02$1.16$0.60$0.50$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.02$1.20$0.43$0.46$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.01$1.10$0.44$0.75$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.49$0.52$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.08$1.45$0.35$0.49$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.07$1.56$0.37$0.49$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.01$1.67$0.32$0.41$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.62$0.43$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.60$0.47$0.40$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.02$1.26$0.35