Civic Intelligence

Henderson County Education Foundation Inc.

990 • Fiscal year 2019 • EIN 58-1734733

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 11, 2019

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Net Margin

20th percentile

-5.7%

Higher net margin than 20% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

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.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Asset Growth

15th percentile

-8.3%

Faster asset growth than 15% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

41%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$1,401,457

Down $126,148 (-8.3%) from 2018

Net Assets

Down

$1,397,824

Down $49,332 (-3.4%) from 2018

Liabilities

Down

$3,633

Down $76,816 (-95%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin20th percentile

Revenue

Up

$491,084

Up $142,123 (+41%) from 2018

Expenses

Up

$519,179

Up $28,726 (+5.9%) from 2018

Net Income

Up

-$28,095

Up $113,397 (+80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2019

Assets$1,401,457
Liabilities$3,633
Net Assets$1,397,824
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$491,084
Expenses$519,179
Net Income-$28,095
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 11, 2019
Return Version
2018v3.1
Gross Receipts
$546,063
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$1,069,586$879,992▼ $189,594
Land, Buildings, and Equipment, Net$302,694$285,232▼ $17,462
Savings and Temporary Cash Investments$37,691$168,226▲ $130,535
Cash and Non-Interest-Bearing Accounts$64,725$61,361▼ $3,364
Accounts Receivable$12,182$3,724▼ $8,458
Prepaid Expenses and Deferred Charges$727$922▲ $195
Total Assets$1,527,605$1,401,457▼ $126,148
Other Assets Total$40,000$2,000▼ $38,000
Liabilities
Accounts Payable and Accrued Expenses$80,449$3,633▼ $76,816
Total Liabilities$80,449$3,633▼ $76,816
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,131,767$1,009,513▼ $122,254
Unrestricted Net Assets$202,002$274,774▲ $72,772
Permanently Rstr Net Assets$113,387$113,537▲ $150
Total Net Assets Fund Balance$1,447,156$1,397,824▼ $49,332
Total Liabilities and Net Assets / Fund Balance$1,527,605$1,401,457▼ $126,148

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$206,204$175,271$381,475
Land$77,937-$77,937
Equipment$1,091$40,760$41,851
Other Land Buildings-$19,866$19,866

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$113,387$150--$113,537
2017$112,737$650--$113,387
2016$112,737---$112,737
2015$112,487$250--$112,737
2014$111,737$750--$112,487
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Amy LaughterPresident
Amy JonesDirector
Graham R FieldsDirector
Jennifer BalkcomDirector
Jimmie Lynn WhitmireDirector
Joshua EnglishDirector
Judy Scott EdwardsDirector
Katherine L MansfieldDirector
Molly Mcgowan GorsuchDirector
Patti BakerDirector
Rebecca LebowitzDirector
Robert MurrayDirector
Susan ThomasDirector
Tim ErtzbergerDirector
Jessica CollinsSecretary
Curtis MarkerTreasurer
Darla LindemanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$376,939
Program Service Revenue
$31,882
Investment Income
$33,994
Other Revenue
$48,269
All Other Contributions
$332,256
Change in Net Assets
$-28,095

Audited Revenue Reconciliation

Revenue per Audited Statements
$491,084
Revenue Not Reported on Form 990
$16,750
Total Revenue per Audited Statements
$507,834
Total Revenue per Form 990
$491,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,118
Grants and Similar Amounts Paid$151,784
Salaries, Compensation, and Employee Benefits$66,277
Total Fundraising Expense$37,476
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$151,784--$151,784
Other Salaries and Wages$15,748$23,826$21,159$60,733
All Other Expenses$28,525$16,321$4,999$49,845
Other Expenses$18,663--$18,663
Fees for Services Other$9,502-$8,500$18,002
Depreciation Depletion$17,462--$17,462
Advertising$6,742-$1,407$8,149
Fees for Service Investment Mgmnt Fees$5,964--$5,964
Payroll Taxes$1,092$3,041$1,411$5,544
Office Expenses-$3,872-$3,872
Fees for Services Accounting-$2,600-$2,600
Insurance-$1,963-$1,963
Travel$1,177$575-$1,752
Occupancy-$840-$840
Total Functional Expenses$428,665$53,038$37,476$519,179

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$519,179
Total Expenses per Audited Statements$519,179
Total Expenses per Form 990$519,179
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$82,669
Fundraising Direct Expenses$54,979
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$43,108$43,108$12,597$30,511
Education Celeb$49,401$9,250$37,430$-28,180
Total Events$122,820$82,669$54,979$27,690
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 12C

“All board members are required to disclose any conflicts of interest that may exist between themselves and the organization. Any conflicts noted are reported, discussed, and any action determined necessary is taken by the executive committee of the board.”

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
2019-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Summer Stipe
Formed
1986
Legal Domicile
Nc
Voting Board Members
17
Independent Board Members
17
Employees
3
Volunteers
9

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.”

Form 990, Part XI, Line 9

“Prior period audit adjustments -37,987”

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IRS990/PayrollTaxesGrp/FundraisingAmt01411
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03041
IRS990/PayrollTaxesGrp/ProgramServicesAmt01092
IRS990/PayrollTaxesGrp/TotalAmt05544
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0922
IRS990/PrincipalOfficerNm0SUMMER STIPE
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IRS990/ProgramServiceRevenueGrp/Desc3EVENTS/PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc4TOURS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18689
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34836
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42443
IRS990/ProgSrvcAccomActy2Grp/Desc0HCEF SPRING FUND, FORMERLY "THE SPECIAL FUND FOR CHILDREN" WAS ESTABLISHED TO PROVIDE SUPPORT FOR CHILDREN'S NEEDS NOT OTHERWISE MET BY THE SCHOOL SYSTEM. SPRING FUNDS ARE PROVIDED ANNUALLY TO PRINCIPALS AT EACH OF THE SCHOOLS IN THE DISTRICT TO MEET THE DAY-TO-DAY EMERGENCIES AND OTHER NEEDS OF THE MOST VULNERABLE CHILDREN IN THE SYSTEM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026563
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/ExpenseAmt01083
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.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,401,457
Liabilities
$3,633
Net assets
$1,397,824
Revenue
$491,084
Expenses
$519,179
Net income
-$28,095
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
2019Detailed filing. Detailed filing data is available for this year.$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
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