Civic Intelligence

Lincoln County Public Education Foundation

990 • Fiscal year 2023 • EIN 58-2099335

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 28, 2023

Organization ProfileN/A
PO Box 400Lincolnton, NC 28093

(704) 732-2261

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.00x

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

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Asset Growth

61st percentile

9.8%

Faster asset growth than 61% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Flat

$1,728,314

Flat from 2023

Net Assets

Flat

$1,728,314

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin95th percentile

Revenue

Flat

$203,492

Flat from 2023

Expenses

Flat

$49,155

Flat from 2023

Net Income

Flat

$154,337

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,276,440Liabilities 2011: $0Net Assets 2011: $1,276,4402011Assets 2012: $1,281,514Liabilities 2012: $0Net Assets 2012: $1,281,5142012Assets 2013: $1,391,595Liabilities 2013: $0Net Assets 2013: $1,391,5952013Assets 2014: $1,543,086Liabilities 2014: $0Net Assets 2014: $1,543,0862014Assets 2015: $1,532,080Liabilities 2015: $0Net Assets 2015: $1,532,0802015Assets 2016: $1,482,310Liabilities 2016: $0Net Assets 2016: $1,482,3102016Assets 2017: $1,579,466Liabilities 2017: $0Net Assets 2017: $1,579,4662017Assets 2018: $1,627,185Liabilities 2018: $0Net Assets 2018: $1,627,1852018Assets 2019: $1,654,293Liabilities 2019: $0Net Assets 2019: $1,654,2932019Assets 2020: $1,666,753Liabilities 2020: $0Net Assets 2020: $1,666,7532020Assets 2021: $1,973,084Liabilities 2021: $0Net Assets 2021: $1,973,0842021Assets 2022: $1,573,977Liabilities 2022: $0Net Assets 2022: $1,573,9772022Assets 2023: $1,728,314Liabilities 2023: $0Net Assets 2023: $1,728,3142023Assets 2023: $1,728,314Liabilities 2023: $0Net Assets 2023: $1,728,3142023Assets 2025: $2,071,874Liabilities 2025: $0Net Assets 2025: $2,071,8742025

Highlighted filing

2023

Assets$1,728,314
Liabilities$0
Net Assets$1,728,314
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2011: $196,090Expenses 2011: $42,318Net Income 2011: $153,7722011Revenue 2012: $46,528Expenses 2012: $41,454Net Income 2012: $5,0742012Revenue 2013: $153,490Expenses 2013: $43,409Net Income 2013: $110,0812013Revenue 2014: $195,836Expenses 2014: $44,345Net Income 2014: $151,4912014Revenue 2015: $35,401Expenses 2015: $46,407Net Income 2015: -$11,0062015Revenue 2016: $18,060Expenses 2016: $67,830Net Income 2016: -$49,7702016Revenue 2017: $165,184Expenses 2017: $68,028Net Income 2017: $97,1562017Revenue 2018: $121,239Expenses 2018: $73,520Net Income 2018: $47,7192018Revenue 2019: $114,193Expenses 2019: $87,085Net Income 2019: $27,1082019Revenue 2020: $73,875Expenses 2020: $61,415Net Income 2020: $12,4602020Revenue 2021: $432,854Expenses 2021: $126,523Net Income 2021: $306,3312021Revenue 2022: -$301,741Expenses 2022: $97,366Net Income 2022: -$399,1072022Revenue 2023: $203,492Expenses 2023: $49,155Net Income 2023: $154,3372023Revenue 2023: $203,492Expenses 2023: $49,155Net Income 2023: $154,3372023Revenue 2025: $302,131Expenses 2025: $120,021Net Income 2025: $182,1102025

Highlighted filing

2023

Revenue$203,492
Expenses$49,155
Net Income$154,337
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 28, 2023
Return Version
2022v5.0
Gross Receipts
$203,492
Mission and Program Overview

Mission

To provide funds for the purchase of technology equipment for lincoln county schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,521,627$1,676,701▲ $155,074
Savings and Temporary Cash Investments$51,849$39,322▼ $12,527
Cash and Non-Interest-Bearing Accounts$501$12,291▲ $11,790
Total Assets$1,573,977$1,728,314▲ $154,337
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,573,977$1,728,314▲ $154,337
Total Net Assets Fund Balance$1,573,977$1,728,314▲ $154,337
Total Liabilities and Net Assets / Fund Balance$1,573,977$1,728,314▲ $154,337
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Heather LewisPresident
Aaron AllenMember
Anna CesenaMember
Chris RhyneMember
Francine MolinaMember
Gina RyeMember
Mark MullenMember
Sherry HoyleMember
Stephanie PorterMember
Tracy BargerTreasurer
Joe LampronVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$24,792
Program Service Revenue
$0
Investment Income
$178,700
Other Revenue
$0
All Other Contributions
$24,792
Change in Net Assets
$154,337

Audited Revenue Reconciliation

Revenue per Audited Statements
$203,492
Total Revenue per Audited Statements
$203,492
Total Revenue per Form 990
$203,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,667
Other Expenses$15,488
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,667--$33,667
Other Expenses-$15,488-$15,488
Total Functional Expenses$33,667$15,488$0$49,155

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$49,155
Total Expenses per Audited Statements$49,155
Total Expenses per Form 990$49,155
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lincoln County SchoolsLincolnton, NC--$33,667
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
Audit committee
Yes
Business relationship with 35% controlled entity
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

“A copy of the form 990 will be provided to the board for review and will be approved by the board. Once the return is approved, the president will sign the return”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Lincoln County Public Education
EIN
58-2099335
Phone
7047322261
Address
PO BOX 400, LINCOLNTON, NC 28093

Signing Officer

Name
Heather Lewis
Title
President
Phone
7047322261
Signed
2023-12-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Lewis
Formed
1993
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Anderson Smith & Wike Pllc
Address
9541 JULIAN CLARK AVE STE 202, HUNTERSVILLE, NC 28078
Preparer
Shannon M Dennison
Phone
3363804123
Supplemental Narrative

Additional Explanations

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

“Contribution of funds for the purchase of technology equipment for lincoln county schools”

Raw XML Appendix324 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 PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONTRIBUTION OF FUNDS FOR THE PURCHASE OF TECHNOLOGY EQUIPMENT FOR LINCOLN COUNTY SCHOOLS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WILL BE PROVIDED TO THE BOARD FOR REVIEW AND WILL BE APPROVED BY THE BOARD. ONCE THE RETURN IS APPROVED, THE PRESIDENT WILL SIGN THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
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IRS990/TotalAssetsBOYAmt01573977
IRS990/TotalAssetsEOYAmt01728314
IRS990/TotalAssetsGrp/BOYAmt01573977
IRS990/TotalAssetsGrp/EOYAmt01728314
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024792
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015488
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033667
IRS990/TotalFunctionalExpensesGrp/TotalAmt049155
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01573977
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01728314
IRS990/TotalProgramServiceExpensesAmt033667
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0178700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0203492
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01573977
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01728314
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 400
IRS990/USAddress/CityNm0LINCOLNTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028093
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07047322261
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN COUNTY PUBLIC EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0582099335
ReturnHeader/Filer/PhoneNum07047322261
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 400
ReturnHeader/Filer/USAddress/CityNm0LINCOLNTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028093
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON SMITH & WIKE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09541 JULIAN CLARK AVE STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028078
ReturnHeader/PreparerPersonGrp/PhoneNum03363804123
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON M DENNISON
ReturnHeader/ReturnTs02024-01-24T07:30:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEWIS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,728,314
Liabilities
$0
Net assets
$1,728,314
Revenue
$203,492
Expenses
$49,155
Net income
$154,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.00$2.07$0.30$0.12$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.20$0.05$0.15
2023Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.20$0.05$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.30$0.10$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.43$0.13$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.07$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.11$0.09$0.03
2018Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$0.12$0.07$0.05
2017Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$0.17$0.07$0.10
2016Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.02$0.07$0.05
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.04$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.20$0.04$0.15
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.15$0.04$0.11
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.05$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.20$0.04$0.15