Civic Intelligence

The Davidson County Education Foundation Inc

990 • Fiscal year 2017 • EIN 58-2008178

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization Profilewww.dcef.net
PO Box 444Lexington, NC 27293-0444

(336) 905-0976

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

31%

Higher net margin than 77% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

5.0%

Faster asset growth than 52% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

99%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$498,831

Up $23,584 (+5.0%) from 2016

Net Assets

Up

$498,831

Up $23,584 (+5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin77th percentile

Revenue

Up

$75,047

Up $37,316 (+99%) from 2016

Expenses

Up

$51,463

Up $3,998 (+8.4%) from 2016

Net Income

Up

$23,584

Up $33,318 (+342%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $556,953Liabilities 2011: $0Net Assets 2011: $556,9532011Assets 2012: $540,211Liabilities 2012: $0Net Assets 2012: $540,2112012Assets 2013: $528,787Liabilities 2013: $0Net Assets 2013: $528,7872013Assets 2014: $489,881Liabilities 2014: $0Net Assets 2014: $489,8812014Assets 2015: $484,981Liabilities 2015: $0Net Assets 2015: $484,9812015Assets 2016: $475,247Liabilities 2016: $0Net Assets 2016: $475,2472016Assets 2017: $498,831Liabilities 2017: $0Net Assets 2017: $498,8312017Assets 2018: $518,431Liabilities 2018: $0Net Assets 2018: $518,4312018Assets 2019: $524,554Liabilities 2019: $0Net Assets 2019: $524,5542019Assets 2020: $632,498Liabilities 2020: $0Net Assets 2020: $632,4982020Assets 2021: $667,595Liabilities 2021: $0Net Assets 2021: $667,5952021Assets 2022: $596,384Liabilities 2022: $0Net Assets 2022: $596,3842022Assets 2023: $640,683Liabilities 2023: $0Net Assets 2023: $640,6832023Assets 2024: $665,357Liabilities 2024: $0Net Assets 2024: $665,3572024

Highlighted filing

2017

Assets$498,831
Liabilities$0
Net Assets$498,831
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KRevenue 2011: $17,526Expenses 2011: $44,723Net Income 2011: -$27,1972011Revenue 2012: $29,842Expenses 2012: $42,376Net Income 2012: -$12,5342012Revenue 2013: $27,338Expenses 2013: $54,625Net Income 2013: -$27,2872013Revenue 2014: $31,076Expenses 2014: $86,273Net Income 2014: -$55,1972014Revenue 2015: $36,281Expenses 2015: $41,181Net Income 2015: -$4,9002015Revenue 2016: $37,731Expenses 2016: $47,465Net Income 2016: -$9,7342016Revenue 2017: $75,047Expenses 2017: $51,463Net Income 2017: $23,5842017Revenue 2018: $71,914Expenses 2018: $52,314Net Income 2018: $19,6002018Revenue 2019: $62,449Expenses 2019: $56,326Net Income 2019: $6,1232019Revenue 2020: $128,123Expenses 2020: $20,179Net Income 2020: $107,9442020Revenue 2021: $109,310Expenses 2021: $74,213Net Income 2021: $35,0972021Revenue 2022: $71,253Expenses 2022: $142,464Net Income 2022: -$71,2112022Revenue 2023: $63,733Expenses 2023: $32,687Net Income 2023: $31,0462023Revenue 2024: $118,414Expenses 2024: $97,286Net Income 2024: $21,1282024

Highlighted filing

2017

Revenue$75,047
Expenses$51,463
Net Income$23,584
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$81,215
Mission and Program Overview

Mission

The Davidson County Education Foundation is a non-profit, volunteer organization dedicated to the enrichment of educational opportunities in Davidson County. Our mission is to provide and support innovative programs that benefit the students of Davidson County.

To provide scholarships and programs to further the education of the youth of Davidson County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$475,247$498,831▲ $23,584
Savings and Temporary Cash Investments$270,092$301,177▲ $31,085
Investments Other Securities$109,547$122,251▲ $12,704
Investments in Publicly Traded Securities$30,414$39,764▲ $9,350
Cash and Non-Interest-Bearing Accounts$65,194$35,639▼ $29,555
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$475,247$498,831▲ $23,584
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$475,247$498,831▲ $23,584
Total Liabilities and Net Assets / Fund Balance$475,247$498,831▲ $23,584

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$28,845--
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Liz RolandPresident
Lisa PaulVice-President
Sam BarefootVice-President
April CogginsDirector
Bill HuntDirector
Bob CallicuttDirector
Carla CarrickDirector
Carolyn BellDirector
David VarnerDirector
Joyce OliverDirector
Judi BoggsDirector
Larry WhickerDirector
Lon MorganDirector
Ray WyattDirector
Vickie MabeDirector
Zack NicholsDirector
Brian FeezorEx-Officio Member
Donna StaffordEx-Officio Member
Dr Lory MorrowEx-Officio Member
Pam HallSecretary
Craig BullinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,821
Program Service Revenue
$0
Investment Income
$7,037
Other Revenue
$16,189
All Other Contributions
$42,821
Change in Net Assets
$23,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,734
Other Expenses$8,729
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$42,734--$42,734
Insurance$1,260--$1,260
Fees for Service Investment Mgmnt Fees$1,242--$1,242
Office Expenses$1,032--$1,032
Other Expenses$714--$714
Fees for Services Accounting$400--$400
Total Functional Expenses$51,463$0$0$51,463
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,168
Fundraising Gross Income$5,330
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
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
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, Part VI, Section B, line 11B

“A copy of this return was approved by the Finance/Investment Committee prior to filing.”

Form 990, Part VI, Section C, line 19

“The Foundation provides all the governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Davidson County Education
EIN
58-2008178
Phone
3369050976
Address
PO Box 444, Lexington, NC 27293-0444

Signing Officer

Name
Joshua Tulledge
Title
Treasurer
Phone
3369050976
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Tulledge
Formed
1991
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Turlington and Company LLP
Address
PO Box 1697, Lexington, NC 27293-1697
Preparer
John D Huneycutt
Phone
3362496856
Raw XML AppendixShowing 400 of 500 raw XML fields

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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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-President
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IRS990/MissionDesc0The Davidson County Education Foundation is a non-profit, volunteer organization dedicated to the enrichment of educational opportunities in Davidson County. Our mission is to provide and support innovative programs that benefit the students of Davidson County.
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IRS990/NetAssetsOrFundBalancesEOYAmt0498831
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-838
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-838
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01032
IRS990/OfficeExpensesGrp/TotalAmt01032
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Coordinator expense
IRS990/OtherExpensesGrp/Desc1Other
IRS990/OtherExpensesGrp/ProgramServicesAmt04081
IRS990/OtherExpensesGrp/ProgramServicesAmt1714
IRS990/OtherExpensesGrp/TotalAmt04081
IRS990/OtherExpensesGrp/TotalAmt1714
IRS990/OtherOrganizationDsc0Foundation
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0Investment Gain/Loss
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017027
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017027
IRS990/OtherRevenueTotalAmt017027
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Joshua Tulledge
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Provided summer day camps for approximately 120 young students of Davidson County.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010084
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06630
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt040827
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt039743
IRS990/PYInvestmentIncomeAmt010907
IRS990/PYOtherExpensesAmt07722
IRS990/PYOtherRevenueAmt0-14003
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-9734
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt047465
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037731
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt023584
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt045191
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0475247
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0498831
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0270092
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0301177
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0188476
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023896
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02992
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02773
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt060026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023896
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02992
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02773
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt060026
IRS990ScheduleA/InvestmentIncomeCYPct00.24160
IRS990ScheduleA/InvestmentIncomePYPct00.19990
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75840
IRS990ScheduleA/PublicSupportPY509Pct00.80010
IRS990ScheduleA/PublicSupportTotal509Amt0188476
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024565
IRS990ScheduleA/Total509Grp/TotalAmt0188476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027338
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0248502
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/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd00
IRS990ScheduleD/DisclosedOrgLegCtrlInd00
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0153400
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt034462
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt127554
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt231390
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328845
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Growth Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Invesco Van Kampen
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Dodge & Cox Income Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Pimco FDS Total Return
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0122251
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt029050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110084

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Filings

Displayed year

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

Open filing
Assets
$498,831
Liabilities
$0
Net assets
$498,831
Revenue
$75,047
Expenses
$51,463
Net income
$23,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.65$0.00$6.65$1.18$0.97$0.21
2023Summary only. Only limited summary data is available for this year.$6.41$0.00$6.41$0.64$0.33$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.96$0.00$5.96$0.71$1.42$0.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$0.00$6.68$1.09$0.74$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.32$1.28$0.20$1.08
2019Summary only. Only limited summary data is available for this year.$5.25$0.00$5.25$0.62$0.56$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.72$0.52$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.75$0.51$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.38$0.47$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.36$0.41$0.05
2014Summary only. Only limited summary data is available for this year.$4.90$0.00$4.90$0.31$0.86$0.55
2013Summary only. Only limited summary data is available for this year.$5.29$0.00$5.29$0.27$0.55$0.27
2012Summary only. Only limited summary data is available for this year.$5.40$0.00$5.40$0.30$0.42$0.13
2011Summary only. Only limited summary data is available for this year.$5.57$0.00$5.57$0.18$0.45$0.27