Civic Intelligence

Henderson County Education Foundation Inc.

990 • Fiscal year 2017 • EIN 58-1734733

Jul 01, 2016 to Jun 30, 2017 • Filed on May 12, 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

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.18x

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

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-32%

Higher net margin than 5% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Asset Growth

22nd percentile

-3.3%

Faster asset growth than 22% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$1,626,221

Down $55,714 (-3.3%) from 2016

Net Assets

Down

$1,560,715

Down $109,059 (-6.5%) from 2016

Liabilities

Up

$65,506

Up $53,345 (+439%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Up

$370,291

Up $54,737 (+17%) from 2016

Expenses

Up

$489,330

Up $83,390 (+21%) from 2016

Net Income

Down

-$119,039

Down $28,653 (-32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$1,626,221
Liabilities$65,506
Net Assets$1,560,715
Open 2017 Filing

Operations Trend

Revenue Growth72nd 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

2017

Revenue$370,291
Expenses$489,330
Net Income-$119,039
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 12, 2018
Return Version
2016v3.1
Gross Receipts
$395,065
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$708,238$1,044,965▲ $336,727
Land, Buildings, and Equipment, Net$324,547$306,491▼ $18,056
Cash and Non-Interest-Bearing Accounts$32,670$149,696▲ $117,026
Savings and Temporary Cash Investments$527,165$71,738▼ $455,427
Accounts Receivable$2,373$12,604▲ $10,231
Prepaid Expenses and Deferred Charges$727$727→ $0
Total Assets$1,635,720$1,626,221▼ $9,499
Other Assets Total$40,000$40,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,893$65,506▲ $57,613
Total Liabilities$7,893$65,506▲ $57,613
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,306,662$1,242,229▼ $64,433
Unrestricted Net Assets$208,428$205,749▼ $2,679
Permanently Rstr Net Assets$112,737$112,737→ $0
Total Net Assets Fund Balance$1,627,827$1,560,715▼ $67,112
Total Liabilities and Net Assets / Fund Balance$1,635,720$1,626,221▼ $9,499

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$226,123$142,648$368,771
Land$77,937-$77,937
Equipment$2,222$39,629$41,851
Other Land Buildings$209$19,657$19,866

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$112,737---$112,737
2015$112,487$250--$112,737
2014$111,737$750--$112,487
2013$111,137$600--$111,737
2012$325,766$550▼ $215,179-$111,137
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Daniel PoetaPresident
Amy JonesDirector
Amy M LaughterDirector
Curtis MarkerDirector
Darla LindemanDirector
Elizabeth Willson MossDirector
Graham R FieldsDirector
Jennifer BalkcomDirector
Jimmie Lynn WhitmireDirector
Joshua EnglishDirector
Judy Scott EdwardsDirector
Katherine L MansfieldDirector
Malvern WestDirector
Summer StipeExecutive Di
Sara BagwellSecretary
Sharon AsheVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$256,798
Program Service Revenue
$24,651
Investment Income
$25,893
Other Revenue
$62,949
All Other Contributions
$244,481
Change in Net Assets
$-119,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$331,727
Grants and Similar Amounts Paid$99,451
Salaries, Compensation, and Employee Benefits$55,152
Total Fundraising Expense$17,497
Professional Fundraising Fees$3,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$99,451--$99,451
Other Salaries and Wages$30,829$10,276$10,277$51,382
All Other Expenses$24,557$2,421$3,466$30,444
Other Expenses$19,100--$19,100
Fees for Services Accounting$12,950$5,550-$18,500
Depreciation Depletion$18,056--$18,056
Fees for Services Other$9,015$2,195-$11,210
Advertising$8,009$780-$8,789
Fees for Service Investment Mgmnt Fees-$5,029-$5,029
Travel$2,812$1,140-$3,952
Payroll Taxes$2,262$754$754$3,770
Office Expenses$1,889$1,772-$3,661
Fees for Services Professional Fundraising--$3,000$3,000
Insurance$265$1,874-$2,139
Occupancy-$943-$943
Interest$2--$2
Total Functional Expenses$439,099$32,734$17,497$489,330
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,672
Fundraising Direct Expenses$24,774
Professional Fundraising Fees$3,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spec Events & F$71,572$63,672$24,774$38,898
Total Events$71,572$63,672$24,774$38,898
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
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
2018-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Summer Stipe
Formed
1986
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
24

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.”

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IRS990/OtherExpensesGrp/Desc3DISBURSEMENTS TO SCHOOLS
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010276
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0754
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0727
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc2ANIMAL CARE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31469
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/ExpenseAmt013639
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/ExpenseAmt081041
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/ExpenseAmt0329278
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0101722
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IRS990/PYOtherRevenueAmt046559
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IRS990/PYRevenuesLessExpensesAmt0-94771
IRS990/PYSalariesCompEmpBnftPaidAmt051584
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IRS990/PYTotalRevenueAmt0372070
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-119039
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,626,221
Liabilities
$65,506
Net assets
$1,560,715
Revenue
$370,291
Expenses
$489,330
Net income
-$119,039
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.08$1.45$0.35$0.49$0.14
2017Detailed filing. Detailed filing data is available for this year.$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