Civic Intelligence

The Dalton Education Foundation Inc

990 • Fiscal year 2016 • EIN 58-1735235

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

Organization ProfileN/A
P O Box 1408Dalton, GA 30722

(706) 278-2713

Siviq Scores

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

Liabilities / Assets

44th percentile

0.07x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

1.27x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

6th percentile

-58%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.2%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$1,190,854

Down $14,062 (-1.2%) from 2015

Net Assets

Down

$1,112,341

Down $36,029 (-3.1%) from 2015

Liabilities

Up

$78,513

Up $21,967 (+39%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin6th percentile

Revenue

Down

$62,027

Down $17,367 (-22%) from 2015

Expenses

Up

$98,057

Up $29,462 (+43%) from 2015

Net Income

Down

-$36,030

Down $46,829 (-434%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $909,650Liabilities 2011: $24,966Net Assets 2011: $884,6842011Assets 2012: $872,085Liabilities 2012: $26,054Net Assets 2012: $846,0312012Assets 2013: $1,033,897Liabilities 2013: $30,957Net Assets 2013: $1,002,9402013Assets 2014: $1,186,889Liabilities 2014: $49,318Net Assets 2014: $1,137,5712014Assets 2015: $1,204,916Liabilities 2015: $56,546Net Assets 2015: $1,148,3702015Assets 2016: $1,190,854Liabilities 2016: $78,513Net Assets 2016: $1,112,3412016Assets 2017: $1,334,790Liabilities 2017: $99,946Net Assets 2017: $1,234,8442017Assets 2018: $1,421,645Liabilities 2018: $89,086Net Assets 2018: $1,332,5592018Assets 2019: $1,460,197Liabilities 2019: $67,115Net Assets 2019: $1,393,0822019Assets 2020: $1,441,725Liabilities 2020: $79,890Net Assets 2020: $1,361,8352020Assets 2021: $1,917,547Liabilities 2021: $102,391Net Assets 2021: $1,815,1562021Assets 2022: $1,697,903Liabilities 2022: $92,864Net Assets 2022: $1,605,0392022Assets 2023: $1,849,942Liabilities 2023: $98,698Net Assets 2023: $1,751,2442023Assets 2024: $2,069,750Liabilities 2024: $87,261Net Assets 2024: $1,982,4892024Assets 2025: $2,318,743Liabilities 2025: $107,381Net Assets 2025: $2,211,3622025

Highlighted filing

2016

Assets$1,190,854
Liabilities$78,513
Net Assets$1,112,341
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $229,592Expenses 2011: $137,183Net Income 2011: $92,4092011Expenses 2012: $65,9542012Expenses 2013: $49,0732013Revenue 2014: $205,638Expenses 2014: $71,007Net Income 2014: $134,6312014Revenue 2015: $79,394Expenses 2015: $68,595Net Income 2015: $10,7992015Revenue 2016: $62,027Expenses 2016: $98,057Net Income 2016: -$36,0302016Revenue 2017: $128,709Expenses 2017: $94,942Net Income 2017: $33,7672017Revenue 2018: $112,950Expenses 2018: $85,918Net Income 2018: $27,0322018Revenue 2019: $122,826Expenses 2019: $56,125Net Income 2019: $66,7012019Revenue 2020: $127,603Expenses 2020: $77,758Net Income 2020: $49,8452020Revenue 2021: $152,786Expenses 2021: $84,103Net Income 2021: $68,6832021Revenue 2022: $141,002Expenses 2022: $90,084Net Income 2022: $50,9182022Revenue 2023: $132,987Expenses 2023: $91,777Net Income 2023: $41,2102023Revenue 2024: $169,228Expenses 2024: $79,675Net Income 2024: $89,5532024Revenue 2025: $196,970Expenses 2025: $100,954Net Income 2025: $96,0162025

Highlighted filing

2016

Revenue$62,027
Expenses$98,057
Net Income-$36,030
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$62,027
Mission and Program Overview

Mission

Recognition of exceptional teachers, providing grants and educational programs for eligible teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,097,261$1,080,281▼ $16,980
Cash and Non-Interest-Bearing Accounts$103,494$110,573▲ $7,079
Pledges and Grants Receivable$4,162--
Total Assets$1,204,917$1,190,854▼ $14,063
Liabilities
Accounts Payable and Accrued Expenses$56,546$78,513▲ $21,967
Total Liabilities$56,546$78,513▲ $21,967
Net Assets / Fund Balance
Temporarily Rstr Net Assets$751,219$715,474▼ $35,745
Permanently Rstr Net Assets$220,871$216,941▼ $3,930
Unrestricted Net Assets$176,281$179,926▲ $3,645
Total Net Assets Fund Balance$1,148,371$1,112,341▼ $36,030
Total Liabilities and Net Assets / Fund Balance$1,204,917$1,190,854▼ $14,063
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Mike MaretPresident
Bob BethelTrustee
Debbie FreemanTrustee
Erin HurtTrustee
Janet KingTrustee
Jody McclurgTrustee
John CoxTrustee
Kathryn ColemanTrustee
Landon HairTrustee
Linda HubbsTrustee
Lucy GriffinTrustee
Micah RiggleTrustee
Paul AldermanTrustee
Scott DelayTrustee
Sherwood JonesTrustee
Tulley JohnsonTrustee
Tyna StevensonTrustee
Zabdiel MendezTrustee
Dr Jim HawkinsSecretary
Graham FoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,841
Program Service Revenue
$0
Investment Income
$-18,814
Other Revenue
$0
All Other Contributions
$80,841
Change in Net Assets
$-36,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,023
Other Expenses$24,034
Total Fundraising Expense$5,181
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$74,023--$74,023
Fees for Services Accounting-$7,780-$7,780
All Other Expenses$720--$720
Other Expenses$4,162$445$5,181$445
Total Functional Expenses$84,651$8,225$5,181$98,057
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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

“Reviewed at annual board meeting”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The Dalton Education Foundation
EIN
58-1735235
Phone
7062782713
Address
P O BOX 1408, DALTON, GA 30722

Signing Officer

Name
Mike Maret
Title
President
Phone
7062782713
Signed
2017-02-06

Organization Details

Principal Officer
Mike Maret
Legal Domicile
Ga
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
30

Preparer

Firm
Morehouse Group
Address
507 S THORNTON AVE, DALTON, GA 30720-8286
Preparer
Mark Krueger
Phone
7062782713
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt080841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt071343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0115224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0350281
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-41005
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0134295
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt090757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0-14184
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0175475
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt022191
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66620
IRS990ScheduleA/PublicSupportPY170Pct00.44970
IRS990ScheduleA/PublicSupportTotal170Amt0350281
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt080841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt071343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0115224
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032482
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0350281
IRS990ScheduleA/TotalSupportAmt0525756
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt074023
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS/SCHOLARSHIPS PAID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt055
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AT ANNUAL BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0751219
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0715474
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01204917
IRS990/TotalAssetsEOYAmt01190854
IRS990/TotalAssetsGrp/BOYAmt01204917
IRS990/TotalAssetsGrp/EOYAmt01190854
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt080841
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05181
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084651
IRS990/TotalFunctionalExpensesGrp/TotalAmt098057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056546
IRS990/TotalLiabilitiesEOYAmt078513
IRS990/TotalLiabilitiesGrp/BOYAmt056546
IRS990/TotalLiabilitiesGrp/EOYAmt078513
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01148371
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01112341
IRS990/TotalProgramServiceExpensesAmt084651
IRS990/TotalRevenueGrp/ExclusionAmt0-41005
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022191
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062027
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01204917
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01190854
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0176281
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0179926
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1408
IRS990/USAddress/CityNm0DALTON
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030720
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE MARET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07062782713
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DALTON EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0DALT
ReturnHeader/Filer/EIN0581735235
ReturnHeader/Filer/PhoneNum07062782713
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1408
ReturnHeader/Filer/USAddress/CityNm0DALTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030722
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581713263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOREHOUSE GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0507 S THORNTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0307208286
ReturnHeader/PreparerPersonGrp/PhoneNum07062782713
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK KRUEGER
ReturnHeader/ReturnTs02017-02-13T11:54:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,190,854
Liabilities
$78,513
Net assets
$1,112,341
Revenue
$62,027
Expenses
$98,057
Net income
-$36,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.11$2.21$0.20$0.10$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.09$1.98$0.17$0.08$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.10$1.75$0.13$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.09$1.61$0.14$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.10$1.82$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.08$1.36$0.13$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.07$1.39$0.12$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.09$1.33$0.11$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.10$1.23$0.13$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.08$1.11$0.06$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.06$1.15$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.05$1.14$0.21$0.07$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.03$1.00$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.03$0.85$0.07
2011Summary only. Only limited summary data is available for this year.$0.91$0.02$0.88$0.23$0.14$0.09