Civic Intelligence

The Dalton Education Foundation Inc

990 • Fiscal year 2019 • EIN 58-1735235

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 09, 2019

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

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.55x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

49th percentile

2.7%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

8.7%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,460,197

Up $38,552 (+2.7%) from 2018

Net Assets

Up

$1,393,082

Up $60,523 (+4.5%) from 2018

Liabilities

Down

$67,115

Down $21,971 (-25%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin92nd percentile

Revenue

Up

$122,826

Up $9,876 (+8.7%) from 2018

Expenses

Down

$56,125

Down $29,793 (-35%) from 2018

Net Income

Up

$66,701

Up $39,669 (+147%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2019

Assets$1,460,197
Liabilities$67,115
Net Assets$1,393,082
Open 2019 Filing

Operations Trend

Revenue Growth60th 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

2019

Revenue$122,826
Expenses$56,125
Net Income$66,701
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 9, 2019
Return Version
2018v3.2
Gross Receipts
$122,826
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$157,370$1,134,662▲ $977,292
Investments in Publicly Traded Securities$1,264,275$325,535▼ $938,740
Total Assets$1,421,645$1,460,197▲ $38,552
Liabilities
Accounts Payable and Accrued Expenses$89,086$67,115▼ $21,971
Total Liabilities$89,086$67,115▼ $21,971
Net Assets / Fund Balance
Temporarily Rstr Net Assets$835,956$858,089▲ $22,133
Unrestricted Net Assets$261,236$294,470▲ $33,234
Permanently Rstr Net Assets$235,367$240,523▲ $5,156
Total Net Assets Fund Balance$1,332,559$1,393,082▲ $60,523
Total Liabilities and Net Assets / Fund Balance$1,421,645$1,460,197▲ $38,552
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Lynsey BethelPresident
Amy ColeTrustee
Carol PercyTrustee
Claudia GutierrezTrustee
Dr Tim ScottTrustee
Eliza AvilaTrustee
Hannah LewisTrustee
Jack HitchensTrustee
Lucy GriffinTrustee
Mitchell BoggsTrustee
Nicki RayburnTrustee
Paul AldermanTrustee
Purvi PatelTrustee
Scott DelayTrustee
Stephanie ReynoldsTrustee
Stephannie BramlettTrustee
Tulley JohnsonTrustee
Sam SandersPast Preside
Caleb CarnesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,981
Program Service Revenue
$0
Investment Income
$30,845
Other Revenue
$0
All Other Contributions
$91,981
Change in Net Assets
$66,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,726
Other Expenses$15,399
Total Fundraising Expense$2,679
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,726--$40,726
Fees for Services Accounting-$5,434-$5,434
Other Expenses$6,705-$2,679$2,679
Office Expenses-$581-$581
Total Functional Expenses$47,431$6,015$2,679$56,125
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
Lynsey Bethel
Title
President
Phone
7062782713
Signed
2019-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynsey Bethel
Legal Domicile
Ga
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
24

Preparer

Firm
Nichols Cauley & Associates
Address
206 W CRAWFORD ST, DALTON, GA 30720
Preparer
Mark Krueger
Phone
7062782834
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/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt080841
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt040726
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt051
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AT ANNUAL BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 1
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt091981
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02679
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06015
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047431
IRS990/TotalFunctionalExpensesGrp/TotalAmt056125
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt067115
IRS990/TotalLiabilitiesGrp/BOYAmt089086
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01393082
IRS990/TotalProgramServiceExpensesAmt047431
IRS990/TotalRevenueGrp/ExclusionAmt030845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122826
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0261236
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0294470
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IRS990/VotingMembersIndependentCnt019
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LYNSEY BETHEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07062782713
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DALTON EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0DALT
ReturnHeader/Filer/EIN0581735235
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-06-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm021:26:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582475857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NICHOLS CAULEY & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206 W CRAWFORD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030720
ReturnHeader/PreparerPersonGrp/PhoneNum07062782834
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK KRUEGER
ReturnHeader/ReturnTs02020-06-19T21:26:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,460,197
Liabilities
$67,115
Net assets
$1,393,082
Revenue
$122,826
Expenses
$56,125
Net income
$66,701
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. 2019 filings • 501(c)3 • $1M-$5M nonprofits