Civic Intelligence

The Dalton Education Foundation Inc

990 • Fiscal year 2017 • EIN 58-1735235

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 28, 2018

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

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.78x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$1,334,790

Up $143,936 (+12%) from 2016

Net Assets

Up

$1,234,844

Up $122,503 (+11%) from 2016

Liabilities

Up

$99,946

Up $21,433 (+27%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin82nd percentile

Revenue

Up

$128,709

Up $66,682 (+108%) from 2016

Expenses

Down

$94,942

Down $3,115 (-3.2%) from 2016

Net Income

Up

$33,767

Up $69,797 (+194%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2017

Assets$1,334,790
Liabilities$99,946
Net Assets$1,234,844
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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

2017

Revenue$128,709
Expenses$94,942
Net Income$33,767
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 28, 2018
Return Version
2016v3.1
Gross Receipts
$128,709
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$1,080,281$1,218,809▲ $138,528
Cash and Non-Interest-Bearing Accounts$110,573$115,981▲ $5,408
Total Assets$1,190,854$1,334,790▲ $143,936
Liabilities
Accounts Payable and Accrued Expenses$78,513$99,946▲ $21,433
Total Liabilities$78,513$99,946▲ $21,433
Net Assets / Fund Balance
Temporarily Rstr Net Assets$715,474$793,470▲ $77,996
Permanently Rstr Net Assets$216,941$228,274▲ $11,333
Unrestricted Net Assets$179,926$213,100▲ $33,174
Total Net Assets Fund Balance$1,112,341$1,234,844▲ $122,503
Total Liabilities and Net Assets / Fund Balance$1,190,854$1,334,790▲ $143,936
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Mike MaretPresident
Bob BethelTrustee
Debbie FreemanTrustee
Erin HurtTrustee
Jack HitchensTrustee
Janet KingTrustee
Jody McclurgTrustee
John CoxTrustee
Kathryn ColemanTrustee
Landon HairTrustee
Linda HubbsTrustee
Lucy GriffinTrustee
Paul AldermanTrustee
Sam SandersTrustee
Scott DelayTrustee
Sherwood JonesTrustee
Tulley JohnsonTrustee
Tyna StevensonTrustee
Dr Jim HawkinsEx-officio
Graham FoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,781
Program Service Revenue
$0
Investment Income
$23,928
Other Revenue
$0
All Other Contributions
$104,781
Change in Net Assets
$33,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,034
Other Expenses$16,908
Total Fundraising Expense$2,834
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$78,034--$78,034
Fees for Services Accounting-$7,680-$7,680
Other Expenses$375$135$2,834$135
Total Functional Expenses$84,293$7,815$2,834$94,942
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
2018-02-28

Organization Details

Principal Officer
Mike Maret
Legal Domicile
Ga
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
24

Preparer

Firm
Morehouse Group
Address
507 S THORNTON AVE, DALTON, GA 30720-8286
Preparer
Mark Krueger
Phone
7062782713
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING 1”

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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/CurrentTaxYearMinus3YearsAmt071343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0115224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0422580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023928
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-41005
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0134295
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt090757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0213587
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66430
IRS990ScheduleA/PublicSupportPY170Pct00.66620
IRS990ScheduleA/PublicSupportTotal170Amt0422580
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104781
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt080841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt071343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0115224
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0422580
IRS990ScheduleA/TotalSupportAmt0636167
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/CashGrantAmt078034
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS/SCHOLARSHIPS PAID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt062
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AT ANNUAL BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0715474
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0793470
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01190854
IRS990/TotalAssetsEOYAmt01334790
IRS990/TotalAssetsGrp/BOYAmt01190854
IRS990/TotalAssetsGrp/EOYAmt01334790
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0104781
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02834
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07815
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084293
IRS990/TotalFunctionalExpensesGrp/TotalAmt094942
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt078513
IRS990/TotalLiabilitiesEOYAmt099946
IRS990/TotalLiabilitiesGrp/BOYAmt078513
IRS990/TotalLiabilitiesGrp/EOYAmt099946
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01112341
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01234844
IRS990/TotalProgramServiceExpensesAmt084293
IRS990/TotalRevenueGrp/ExclusionAmt023928
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0128709
IRS990/TotalVolunteersCnt024
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01190854
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01334790
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0179926
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0213100
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1408
IRS990/USAddress/CityNm0DALTON
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030720
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE MARET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07062782713
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-28
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04097A8B702D321340BA7EE5D84A3B254F06A9CCD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055B81CA41790775841D2350593A135FCE2D28397
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/PreparationDt02018-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK KRUEGER
ReturnHeader/ReturnTs02018-03-08T10:28:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,334,790
Liabilities
$99,946
Net assets
$1,234,844
Revenue
$128,709
Expenses
$94,942
Net income
$33,767
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits