Civic Intelligence

Alleghany Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 58-1955182

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization ProfileALLEGHANYEDFOUNDATION.ORG
PO Box 33Sparta, NC 28675

(336) 363-4374

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

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

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.12x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Net Margin

52nd percentile

3.7%

Higher net margin than 52% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

33rd percentile

$6,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Asset Growth

52nd percentile

3.8%

Faster asset growth than 52% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-31%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,717,968

Up $171,628 (+3.8%) from 2015

Net Assets

Up

$4,681,639

Up $159,599 (+3.5%) from 2015

Liabilities

Up

$36,329

Up $12,029 (+50%) from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin52nd percentile

Revenue

Down

$300,375

Down $133,900 (-31%) from 2015

Expenses

Up

$289,257

Up $49,918 (+21%) from 2015

Net Income

Down

$11,118

Down $183,818 (-94%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$10M$5.0M$0Assets 2010: $2,554,728Liabilities 2010: $7,250Net Assets 2010: $2,547,4782010Assets 2011: $3,854,502Liabilities 2011: $10,000Net Assets 2011: $3,844,5022011Assets 2012: $4,274,332Liabilities 2012: $19,500Net Assets 2012: $4,254,8322012Assets 2013: $4,700,221Liabilities 2013: $18,650Net Assets 2013: $4,681,5712013Assets 2014: $4,713,769Liabilities 2014: $47,175Net Assets 2014: $4,666,5942014Assets 2015: $4,546,340Liabilities 2015: $24,300Net Assets 2015: $4,522,0402015Assets 2016: $4,717,968Liabilities 2016: $36,329Net Assets 2016: $4,681,6392016Assets 2017: $5,402,658Liabilities 2017: $28,179Net Assets 2017: $5,374,4792017Assets 2018: $5,015,987Liabilities 2018: $28,177Net Assets 2018: $4,987,8102018Assets 2019: $5,915,093Liabilities 2019: $0Net Assets 2019: $5,915,0932019Assets 2020: $6,540,135Liabilities 2020: $0Net Assets 2020: $6,540,1352020Assets 2021: $8,207,989Liabilities 2021: $0Net Assets 2021: $8,207,9892021Assets 2022: $6,920,234Liabilities 2022: $0Net Assets 2022: $6,920,2342022Assets 2023: $7,796,816Liabilities 2023: $33,700Net Assets 2023: $7,763,1162023Assets 2024: $8,672,016Liabilities 2024: $45,075Net Assets 2024: $8,626,9412024

Highlighted filing

2016

Assets$4,717,968
Liabilities$36,329
Net Assets$4,681,639
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $176,4742010Expenses 2011: $149,7732011Expenses 2012: $202,5052012Revenue 2013: $444,971Expenses 2013: $238,586Net Income 2013: $206,3852013Revenue 2014: $583,654Expenses 2014: $268,829Net Income 2014: $314,8252014Revenue 2015: $434,275Expenses 2015: $239,339Net Income 2015: $194,9362015Revenue 2016: $300,375Expenses 2016: $289,257Net Income 2016: $11,1182016Revenue 2017: $366,908Expenses 2017: $203,475Net Income 2017: $163,4332017Revenue 2018: $435,646Expenses 2018: $274,614Net Income 2018: $161,0322018Revenue 2019: $392,716Expenses 2019: $272,691Net Income 2019: $120,0252019Revenue 2020: $705,734Expenses 2020: $298,240Net Income 2020: $407,4942020Revenue 2021: $2,172,711Expenses 2021: $308,481Net Income 2021: $1,864,2302021Revenue 2022: $433,211Expenses 2022: $464,035Net Income 2022: -$30,8242022Revenue 2023: $542,985Expenses 2023: $928,824Net Income 2023: -$385,8392023Revenue 2024: $1,057,975Expenses 2024: $702,549Net Income 2024: $355,4262024

Highlighted filing

2016

Revenue$300,375
Expenses$289,257
Net Income$11,118
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$3,343,494
Mission and Program Overview

Mission

EDUCATIONAL ASSISTANCE

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,510,480$4,661,114▲ $150,634
Savings and Temporary Cash Investments$35,698$56,854▲ $21,156
Land, Buildings, and Equipment, Net$162--
Total Assets$4,546,340$4,717,968▲ $171,628
Liabilities
Accounts Payable and Accrued Expenses$24,300$36,329▲ $12,029
Total Liabilities$24,300$36,329▲ $12,029
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,240,429$4,399,607▲ $159,178
Permanently Rstr Net Assets$249,200$249,621▲ $421
Unrestricted Net Assets$32,411$32,411→ $0
Total Net Assets Fund Balance$4,522,040$4,681,639▲ $159,599
Total Liabilities and Net Assets / Fund Balance$4,546,340$4,717,968▲ $171,628

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,026$2,026

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$249,200-▲ $421-$249,621
2015$248,330-▲ $870-$249,200
2014$247,031-▲ $1,299-$248,330
2013$245,371-▲ $1,660-$247,031
2012$244,835-▲ $536-$245,371
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleBaseTotal
Karen G LeysSecretary/tr$6,000$6,000

Board Members and Trustees

NameTitle
Rita M WoodruffPresident
Beth Lyon-smithDirector
Clarence CrouseDirector
Dennis GambillDirector
Duane DavisDirector
Evelyn HashDirector
Frances HuberDirector
George WhiteDirector
J Sidney MillerDirector
Jay WoodruffDirector
John WishonDirector
Kimberly BrownDirector
Margaret CrouseDirector
Robert E BlackDirector
Susan D MurphyDirector
Suzanne Melow-irwinDirector
Walt McmillanDirector
Warren TaylorDirector
Una Lee Lindh1st Vice-pre
Russell Sheets2nd Vice-pre
Betty Jo LongEx-officio
Bob IrwinEx-officio
James MoxleyEx-officio
Jeff CoxEx-officio
Chad BeasleySuperintende
Revenue and Support

Revenue Composition

Contributions and Grants
$147,423
Program Service Revenue
$11,553
Investment Income
$141,399
Other Revenue
$0
All Other Contributions
$147,423
Change in Net Assets
$11,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$26,005-$26,005
Fees for Services Accounting-$6,340-$6,340
Fees for Services Other-$6,000-$6,000
Office Expenses-$3,765-$3,765
Other Expenses$3,726--$3,726
All Other Expenses$200$1,699-$1,899
Information Technology-$752-$752
Insurance-$188-$188
Depreciation Depletion-$162-$162
Total Functional Expenses$244,346$44,911$0$289,257
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
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
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

“The president and the secretary/treasurer review the form 990 before its submission.”

Form 990, Page 6, Part VI, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Alleghany Educational
EIN
58-1955182
Phone
3363634374
Address
PO BOX 33, SPARTA, NC 28675

Signing Officer

Name
Duane Davis
Title
Director
Phone
3363724345
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita M Woodruff
Formed
1991
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Persinger & Associates Inc
Address
203 W GRAYSON STREET, GALAX, VA 24333
Preparer
Rodger L Adams
Phone
2762368135
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“VARIOUS”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Per the donor stipulation, only 95 percent of the earnings are available to expend annually. The balance is to remain in perpetual endowment.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt23EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt24EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt25EX-OFFICIO
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IRS990/ProgSrvcAccomActy3Grp/Desc0SYMPHONY EXPENDITURES
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 69,876
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THIS ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC AND PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC THROUGH SCHOLARSHIPS PAID ON A CONTINUING BASIS.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,717,968
Liabilities
$36,329
Net assets
$4,681,639
Revenue
$300,375
Expenses
$289,257
Net income
$11,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$0.05$8.63$1.06$0.70$0.36
2023Detailed filing. Detailed filing data is available for this year.$7.80$0.03$7.76$0.54$0.93$0.39
2022Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.43$0.46$0.03
2021Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$2.17$0.31$1.86
2020Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.71$0.30$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.39$0.27$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.02$0.03$4.99$0.44$0.27$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.40$0.03$5.37$0.37$0.20$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.72$0.04$4.68$0.30$0.29$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.02$4.52$0.43$0.24$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.71$0.05$4.67$0.58$0.27$0.31
2013Detailed filing. Detailed filing data is available for this year.$4.70$0.02$4.68$0.44$0.24$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.02$4.25$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.01$3.84$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.01$2.55$0.18