Civic Intelligence

Mt. Bethel Elementary School Foundation Inc.

990 • Fiscal year 2017 • EIN 58-2141784

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 27, 2018

1210 Johnson Ferry RdMarietta, GA 30068-2719

(770) 578-7248

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

7.9%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.4%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$429,669

Up $33,255 (+8.4%) from 2016

Net Assets

Up

$429,669

Up $33,255 (+8.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$245,730

Up $36,194 (+17%) from 2016

Expenses

Up

$226,410

Up $32,910 (+17%) from 2016

Net Income

Up

$19,320

Up $3,284 (+20%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $250,922Liabilities 2011: $02011Assets 2012: $275,480Liabilities 2012: $02012Assets 2013: $312,676Liabilities 2013: $02013Assets 2014: $324,320Liabilities 2014: $0Net Assets 2014: $324,3202014Assets 2015: $371,791Liabilities 2015: $0Net Assets 2015: $371,7912015Assets 2016: $396,414Liabilities 2016: $0Net Assets 2016: $396,4142016Assets 2017: $429,669Liabilities 2017: $0Net Assets 2017: $429,6692017Assets 2018: $355,185Liabilities 2018: $0Net Assets 2018: $355,1852018Assets 2019: $405,552Liabilities 2019: $0Net Assets 2019: $405,5522019Assets 2020: $460,056Liabilities 2020: $0Net Assets 2020: $460,0562020Assets 2021: $461,116Liabilities 2021: $0Net Assets 2021: $461,1162021Assets 2022: $433,095Liabilities 2022: $0Net Assets 2022: $433,0952022Assets 2023: $499,764Liabilities 2023: $0Net Assets 2023: $499,7642023Assets 2024: $512,910Liabilities 2024: $0Net Assets 2024: $512,9102024

Highlighted filing

2017

Assets$429,669
Liabilities$0
Net Assets$429,669

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $134,877Expenses 2011: $146,980Net Income 2011: -$12,1032011Revenue 2012: $137,793Expenses 2012: $123,616Net Income 2012: $14,1772012Revenue 2013: $147,314Expenses 2013: $122,759Net Income 2013: $24,5552013Revenue 2014: $160,156Expenses 2014: $155,267Net Income 2014: $4,8892014Revenue 2015: $192,474Expenses 2015: $143,732Net Income 2015: $48,7422015Revenue 2016: $209,536Expenses 2016: $193,500Net Income 2016: $16,0362016Revenue 2017: $245,730Expenses 2017: $226,410Net Income 2017: $19,3202017Revenue 2018: $223,725Expenses 2018: $290,112Net Income 2018: -$66,3872018Revenue 2019: $248,119Expenses 2019: $219,514Net Income 2019: $28,6052019Revenue 2020: $162,067Expenses 2020: $120,878Net Income 2020: $41,1892020Revenue 2021: $161,722Expenses 2021: $190,452Net Income 2021: -$28,7302021Revenue 2022: $195,924Expenses 2022: $180,652Net Income 2022: $15,2722022Revenue 2023: $211,600Expenses 2023: $166,727Net Income 2023: $44,8732023Revenue 2024: $164,539Expenses 2024: $118,230Net Income 2024: $46,3092024

Highlighted filing

2017

Revenue$245,730
Expenses$226,410
Net Income$19,320
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 27, 2018
Return Version
2017v2.2
Gross Receipts
$247,088
Mission and Program Overview

Mission

To provide resources to enhance the educational enrichment programs for children attending mt. Bethel elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$279,744$293,520▲ $13,776
Investments in Publicly Traded Securities$115,475$132,588▲ $17,113
Cash and Non-Interest-Bearing Accounts$1,195$3,561▲ $2,366
Total Assets$396,414$429,669▲ $33,255
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$396,414$429,669▲ $33,255
Total Net Assets Fund Balance$396,414$429,669▲ $33,255
Total Liabilities and Net Assets / Fund Balance$396,414$429,669▲ $33,255
Compensation and Service Providers

Board Members and Trustees

NameTitle
Emily RatliffCo-president
Heidi BozzelliCo-president
Sarah CipperlyAssistant Secretary
Jennifer ArmstrongSecretary
Yu MengTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,198
Program Service Revenue
$71,194
Investment Income
$3,338
Other Revenue
$0
All Other Contributions
$154,831
Change in Net Assets
$19,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,845
Grants and Similar Amounts Paid$69,565
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$69,565--$69,565
Information Technology$29,681--$29,681
Office Expenses$2,457$2,457-$4,914
Advertising$4,446--$4,446
Other Expenses$3,833--$3,833
Fees for Services Accounting-$675-$675
Total Functional Expenses$223,278$3,132$0$226,410
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mount Bethel Elementary SchoolMarietta, GA-To Provide Resources Such as Technology and Training to the School for Educational Enrichment in the Stem Program. This Includes Teacher Training, Substitute Costs, Stem Lab Supplies, Conference Fees and Text Books.$69,565
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,358
Fundraising Gross Income$1,358
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Treasured Partners$17,725$1,358$1,358$0
Total Events$17,725$1,358$1,358$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, Part VI, Section B, Line 11B

No review will be conducted

Form 990, Part VI, Section B, Line 12C

The foundation monitors and enforces compliance during monthly meetings and disclosures are completed annually by members.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Mt Bethel Elementary School
EIN
58-2141784
Phone
7705787248
Address
1210 JOHNSON FERRY RD, MARIETTA, GA 30068-2719

Signing Officer

Name
Yu Meng
Title
Treasurer
Phone
7705473936
Signed
2018-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yu Meng
Formed
1994
Legal Domicile
Ga
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Holland Shipes Pennix Llp
Address
990 HAMMOND DR STE 350, ATLANTA, GA 30328
Preparer
Dana E Boyer
Phone
7703511200
Raw XML Appendix364 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE RESOURCES SUCH AS TECHNOLOGY AND TRAINING TO THE SCHOOL FOR EDUCATIONAL ENRICHMENT IN THE STEM PROGRAM. THIS INCLUDES TEACHER TRAINING, SUBSTITUTE COSTS, STEM LAB SUPPLIES, CONFERENCE FEES AND TEXT BOOKS.
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IRS990ScheduleI/RecipientTable/RecipientEIN0586000214
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01210 JOHNSON FERRY RD
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A MEMBER OF THE FOUNDATION IS DESIGNATED TO TRACK AND COORDINATE GRANTS ISSUED TO THE SCHOOL. THE FOUNDATION RECEIVES UPDATES FROM THE PRINCIPAL AT MONTHLY FOUNDATION MEETINGS ON THE STATUS OF ALL GRANTS ISSUED AND FUNDED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION MONITORS AND ENFORCES COMPLIANCE DURING MONTHLY MEETINGS AND DISCLOSURES ARE COMPLETED ANNUALLY BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0396414
IRS990/TotalAssetsEOYAmt0429669
IRS990/TotalAssetsGrp/BOYAmt0396414
IRS990/TotalAssetsGrp/EOYAmt0429669
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0171198
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03132
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0223278
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226410
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0396414
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0429669
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0223278
IRS990/TotalProgramServiceRevenueAmt071194
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03338
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt071194
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245730
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0396414
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0429669
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0396414
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0429669
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01210 JOHNSON FERRY RD
IRS990/USAddress/CityNm0MARIETTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd0300682719
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.MBESF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0YU MENG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07705473936
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MT BETHEL ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MTBE
ReturnHeader/Filer/EIN0582141784
ReturnHeader/Filer/PhoneNum07705787248
ReturnHeader/Filer/USAddress/AddressLine1Txt01210 JOHNSON FERRY RD
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300682719
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA92720E4B43D669EB130D01394E1A775B875F84
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA92720E4B43D669EB130D01394E1A775B875F84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.251.174.181
ReturnHeader/FilingSecurityInformation/IPDt02018-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:33:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471471220
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLLAND SHIPES PENNIX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0990 HAMMOND DR STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum07703511200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA E BOYER
ReturnHeader/ReturnTs02018-02-27T14:28:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$1.65$1.18$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$2.12$1.67$0.45
2022Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.96$1.81$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$1.62$1.90$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$1.62$1.21$0.41
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$2.48$2.20$0.29
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$2.24$2.90$0.66
2017Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$2.46$2.26$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$2.10$1.94$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$1.92$1.44$0.49
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$1.60$1.55$0.05
2013Summary only. Only limited summary data is available for this year.$3.13$0.00$1.47$1.23$0.25
2012Summary only. Only limited summary data is available for this year.$2.75$0.00$1.38$1.24$0.14
2011Summary only. Only limited summary data is available for this year.$2.51$0.00$1.35$1.47$0.12