Civic Intelligence

The Davidson County Education Foundation Inc

990 • Fiscal year 2018 • EIN 58-2008178

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization Profilewww.dcefnc.org
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

78th percentile

0.00x

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

2018 filings • NTEE T • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.00x

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

2018 filings • NTEE T • $500k-$1M nonprofits • Source year 2018

Net Margin

70th percentile

27%

Higher net margin than 70% of similar nonprofits.

2018 filings • NTEE T • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2018 filings • NTEE T • $500k-$1M nonprofits • Source year 2018

Asset Growth

70th percentile

3.9%

Faster asset growth than 70% of similar nonprofits.

2018 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-4.2%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$518,431

Up $19,600 (+3.9%) from 2017

Net Assets

Up

$518,431

Up $19,600 (+3.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin70th percentile

Revenue

Down

$71,914

Down $3,133 (-4.2%) from 2017

Expenses

Up

$52,314

Up $851 (+1.7%) from 2017

Net Income

Down

$19,600

Down $3,984 (-17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$518,431
Liabilities$0
Net Assets$518,431
Open 2018 Filing

Operations Trend

Revenue Growth44th 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

2018

Revenue$71,914
Expenses$52,314
Net Income$19,600
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$74,975
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$498,831$518,431▲ $19,600
Savings and Temporary Cash Investments$301,177$301,419▲ $242
Investments Other Securities$122,251$134,049▲ $11,798
Investments in Publicly Traded Securities$39,764$42,597▲ $2,833
Cash and Non-Interest-Bearing Accounts$35,639$40,366▲ $4,727
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$498,831$518,431▲ $19,600
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$498,831$518,431▲ $19,600
Total Liabilities and Net Assets / Fund Balance$498,831$518,431▲ $19,600

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$28,809--
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Larry WhickerPresident
Lisa PaulPresident
Sam BarefootVice-President
Alan FradyDirector
Bill HuntDirector
Bob CallicuttDirector
Carla CarrickDirector
Carolyn BellDirector
David VarnerDirector
Judi BoggsDirector
Kathy KoontsDirector
Keena ArrowoodDirector
Lon MorganDirector
Ray WyattDirector
Vickie MabeDirector
Zack NicholsDirector
Alan BeckEx-Officio Member
Dr Emily LipeEx-Officio Member
Tabitha BroadwayEx-Officio Member
April CogginsSecretary
Josh TulledgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,740
Program Service Revenue
$0
Investment Income
$4,792
Other Revenue
$10,382
All Other Contributions
$43,838
Change in Net Assets
$19,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,624
Other Expenses$10,690
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$41,624--$41,624
Insurance$1,617--$1,617
Fees for Service Investment Mgmnt Fees$1,508--$1,508
Office Expenses$1,135--$1,135
Other Expenses$750--$750
Fees for Services Accounting$400--$400
Total Functional Expenses$52,314$0$0$52,314
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,500
Fundraising Direct Expenses$3,061
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
Lisa Paul
Title
President
Phone
3369050976
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Paul
Formed
1991
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0

Preparer

Firm
Turlington and Company LLP
Address
PO Box 1697, Lexington, NC 27293-1697
Preparer
John D Huneycutt
Phone
3362496856
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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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IRS990/Form990PartVIISectionAGrp/PersonNm2Sam Barefoot
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0439
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0439
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01135
IRS990/OfficeExpensesGrp/TotalAmt01135
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Coordinator expense
IRS990/OtherExpensesGrp/Desc1Other
IRS990/OtherExpensesGrp/ProgramServicesAmt05280
IRS990/OtherExpensesGrp/ProgramServicesAmt1750
IRS990/OtherExpensesGrp/TotalAmt05280
IRS990/OtherExpensesGrp/TotalAmt1750
IRS990/OtherOrganizationDsc0Foundation
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0Investment Gain/Loss
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09943
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09943
IRS990/OtherRevenueTotalAmt09943
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Lisa Paul
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Provided summer day camps for approximately 120 young students of Davidson County.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06124
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05815
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt051821
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt042734
IRS990/PYInvestmentIncomeAmt07037
IRS990/PYOtherExpensesAmt08729
IRS990/PYOtherRevenueAmt016189
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt023584
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt051463
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt075047
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt019600
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt040175
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0498831
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0518431
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0301177
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0301419
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0220651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023896
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02992
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt071988
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023896
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02992
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt071988
IRS990ScheduleA/InvestmentIncomeCYPct00.24600
IRS990ScheduleA/InvestmentIncomePYPct00.24160
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75400
IRS990ScheduleA/PublicSupportPY509Pct00.75840
IRS990ScheduleA/PublicSupportTotal509Amt0220651
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028084
IRS990ScheduleA/Total509Grp/TotalAmt0220651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0292639
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DisclosedForCharitablePrpsInd00
IRS990ScheduleD/DisclosedOrgLegCtrlInd00
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt04000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0148470
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt042269
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt131466
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt231505
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328809
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/TotalBookValueSecuritiesAmt0134049
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt031900
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt16124
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22900
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt3700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships to students
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Summer camps for students
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Mini grants for teachers and principals
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Community Impact Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt039
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1120

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$518,431
Liabilities
$0
Net assets
$518,431
Revenue
$71,914
Expenses
$52,314
Net income
$19,600
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
2018Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.72$0.52$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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