Civic Intelligence

Lake Norman Charter School Inc.

990 • Fiscal year 2016 • EIN 58-2360164

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

Organization ProfileWWW.LNCS.ORG
12435 Old Statesville RoadHuntersville, NC 28078

(704) 948-8600

Siviq Scores

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

Liabilities / Assets

74th percentile

0.68x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • NTEE B • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

1.69x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • NTEE B • $25M-$50M nonprofits • Source year 2016

Net Margin

54th percentile

6.6%

Higher net margin than 54% of similar nonprofits.

2016 filings • NTEE B • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$131,292

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • NTEE B • $25M-$50M nonprofits • Source year 2016

Asset Growth

34th percentile

-0.8%

Faster asset growth than 34% of similar nonprofits.

2016 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.1%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$33,565,965

Down $287,011 (-0.8%) from 2015

Net Assets

Up

$10,880,860

Up $881,077 (+8.8%) from 2015

Liabilities

Down

$22,685,105

Down $1,168,088 (-4.9%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin54th percentile

Revenue

Up

$13,446,637

Up $649,777 (+5.1%) from 2015

Expenses

Up

$12,565,560

Up $252,061 (+2.0%) from 2015

Net Income

Up

$881,077

Up $397,716 (+82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$100M$50M$0-$50MAssets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $34,396,610Liabilities 2012: $23,015,647Net Assets 2012: $11,380,9632012Assets 2013: $33,987,428Liabilities 2013: $22,133,171Net Assets 2013: $11,854,2572013Assets 2014: $33,888,161Liabilities 2014: $21,837,871Net Assets 2014: $12,050,2902014Assets 2015: $33,852,976Liabilities 2015: $23,853,193Net Assets 2015: $9,999,7832015Assets 2016: $33,565,965Liabilities 2016: $22,685,105Net Assets 2016: $10,880,8602016Assets 2017: $38,323,722Liabilities 2017: $27,432,052Net Assets 2017: $10,891,6702017Assets 2018: $57,864,999Liabilities 2018: $69,061,722Net Assets 2018: -$11,196,7232018Assets 2019: $63,298,910Liabilities 2019: $73,327,389Net Assets 2019: -$10,028,4792019Assets 2020: $65,044,761Liabilities 2020: $76,181,275Net Assets 2020: -$11,136,5142020Assets 2021: $64,551,351Liabilities 2021: $74,033,071Net Assets 2021: -$9,481,7202021Assets 2022: $64,667,649Liabilities 2022: $72,185,431Net Assets 2022: -$7,517,7822022Assets 2023: $69,234,798Liabilities 2023: $71,966,194Net Assets 2023: -$2,731,3962023Assets 2024: $71,305,261Liabilities 2024: $73,520,096Net Assets 2024: -$2,214,8352024

Highlighted filing

2016

Assets$33,565,965
Liabilities$22,685,105
Net Assets$10,880,860
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Expenses 2012: $10,512,1582012Expenses 2013: $11,307,2042013Revenue 2014: $12,199,179Expenses 2014: $12,003,146Net Income 2014: $196,0332014Revenue 2015: $12,796,860Expenses 2015: $12,313,499Net Income 2015: $483,3612015Revenue 2016: $13,446,637Expenses 2016: $12,565,560Net Income 2016: $881,0772016Revenue 2017: $13,995,601Expenses 2017: $13,984,791Net Income 2017: $10,8102017Revenue 2018: $17,199,690Expenses 2018: $18,707,213Net Income 2018: -$1,507,5232018Revenue 2019: $20,408,849Expenses 2019: $19,240,605Net Income 2019: $1,168,2442019Revenue 2020: $22,291,385Expenses 2020: $23,399,420Net Income 2020: -$1,108,0352020Revenue 2021: $25,126,213Expenses 2021: $23,471,422Net Income 2021: $1,654,7912021Revenue 2022: $25,990,344Expenses 2022: $24,026,406Net Income 2022: $1,963,9382022Revenue 2023: $29,219,652Expenses 2023: $24,540,777Net Income 2023: $4,678,8752023Revenue 2024: $28,054,535Expenses 2024: $27,787,446Net Income 2024: $267,0892024

Highlighted filing

2016

Revenue$13,446,637
Expenses$12,565,560
Net Income$881,077
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$13,446,637
Mission and Program Overview

Mission

Lake norman charter school prepares students to be community leaders demonstrating personal integrity with a life-long desire to learn, lead and serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$24,576,774$24,001,057▼ $575,717
Savings and Temporary Cash Investments$6,811,816$7,691,835▲ $880,019
Pd in Cap Srpls Land Bldg Eqp Fund$6,085,507$6,204,390▲ $118,883
Rtn Earn Endowment Incm Other Fnds$3,914,276$4,676,470▲ $762,194
Prepaid Expenses and Deferred Charges$1,879,457$1,810,693▼ $68,764
Cash and Non-Interest-Bearing Accounts$135,137--
Accounts Receivable$431,983$22,260▼ $409,723
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$33,852,976$33,565,965▼ $287,011
Other Assets Total$17,809$40,120▲ $22,311
Liabilities
Tax Exempt Bond Liabilities$17,149,600$16,507,400▼ $642,200
Other Liabilities$4,189,205$3,702,473▼ $486,732
Mortgage Notes Payable Secured by Investment Property$1,680,803$1,619,346▼ $61,457
Accounts Payable and Accrued Expenses$683,585$780,886▲ $97,301
Deferred Revenue$150,000$75,000▼ $75,000
Total Liabilities$23,853,193$22,685,105▼ $1,168,088
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,999,783$10,880,860▲ $881,077
Total Liabilities and Net Assets / Fund Balance$33,852,976$33,565,965▼ $287,011

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,772,314$6,249,242-
Other Land Buildings$28,860$413,952-
Land$3,831,596--
Equipment$368,287$3,573,926-
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shannon SteinManaging DirectorFT$131,292$131,292

Board Members and Trustees

NameTitle
Kevin LambertBoard Chairman
Steve JonesVice Chairperson
Anna BlackwelderBoard Member
Cynthia BushBoard Member
Kyle BurkeyBoard Member
Rick BucklerBoard Member
Sherry LattenBoard Member
Thomas McelroyBoard Member
Ricky JonesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$12,179,435
Program Service Revenue
$0
Investment Income
$129
Other Revenue
$1,267,073
All Other Contributions
$75,000
Change in Net Assets
$881,077

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,446,637
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$13,446,637
Total Revenue per Form 990
$13,446,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,173,417
Other Expenses$4,392,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,155,427$1,160,396-$6,315,823
Depreciation Depletion$1,362,095$151,344-$1,513,439
Interest-$753,845-$753,845
Other Employee Benefits$557,138$139,284-$696,422
Pension Plan Contributions$435,828$108,956-$544,784
Payroll Taxes$388,077$97,019-$485,096
All Other Expenses$301,828$108,381-$410,209
Occupancy$7,836$357,601-$365,437
Other Expenses$0$199,202-$199,202
Current Officers, Directors, Trustees, and Key Employees-$131,292-$131,292
Information Technology$31,429$76,740-$108,169
Insurance-$76,199-$76,199
Travel-$13,737-$13,737
Total Functional Expenses$8,888,183$3,677,377$0$12,565,560

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,565,560
Total Expenses per Audited Statements$12,565,560
Total Expenses per Form 990$12,565,560
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$1,997,009
Derivative Liability$1,189,071
Deferred Inflows of Resources$516,393

Bond Issues

BondIssuerIssuedIssue PricePurpose
ANc Capital Facilities Finance Agency2008-05-16$19,500,000Middle school and high school construction
BNc Capital Facilities Finance Agency2008-05-16$500,000Middle school and high school construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----
B----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 11

“The finance committee and treasurer review and approve the form 990.”

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

“All board members are familiar with the conflict of interest policy and are required to disclose any issues when they join the board. The treasurer reviews monthly vendor reports for any potential issues with companies that employ board members.”

Form 990, Part VI, Section B, Line 15

“A multiple-step process is used to set compensation for the managing director. First, market data is gathered from multiple external sources. The board conducts a performance review and goals and expectations are set for the following school year. The policy and personnel committee reviews the performance documents and presents their findings to the board with a recommendation for any compensation changes. The board then votes on the recommended changes. When the policy and personnel committee presents their recommendations, they provide supporting market compensation data. Compensation of local school administrators is common knowledge as the result of media coverage. For other key employees, the policy and personnel comittee gathers market data using the same external sources. The managing director conducts the performance review and presents any recommended compensation changes to the board.”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lake Norman Charter School
EIN
58-2360164
Phone
7049488600
Address
12435 OLD STATESVILLE ROAD, HUNTERSVILLE, NC 28078

Signing Officer

Name
Kevin Lambert
Title
Board Chairman
Phone
7049488600
Signed
2017-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Lambert
Formed
1998
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
197
Volunteers
270

Preparer

Firm
Potter and Company Pa
Address
434 COPPERFIELD BLVD NE SUITE A, CONCORD, NC 28025
Preparer
Samuel M Leder CPA
Phone
7047868189
Supplemental Narrative

Additional Explanations

Part XI, Line 2C

“No change in neither the selection process or oversight process.”

Financial Statement Notes

PART X, LINE 2:

“The school adopted asc 740-10 as it related to uncertain tax positions effective for the year ended june 30, 2016 and has evaluated its tax positions taken for all open tax years. The school is not currently under audit nor has the school been contacted by these jurisdictions. Based on the evaluation of the schools tax positions, management believes all positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for the year ended june 30, 2016.”

Raw XML AppendixShowing 400 of 480 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/NetAssetsOrFundBalancesEOYAmt010880860
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0357601
IRS990/OccupancyGrp/ProgramServicesAmt07836
IRS990/OccupancyGrp/TotalAmt0365437
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017809
IRS990/OtherAssetsTotalGrp/EOYAmt040120
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0139284
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0557138
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0696422
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2CLUBS
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE SVCS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1272216
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2199202
IRS990/OtherExpensesGrp/ProgramServicesAmt0430108
IRS990/OtherExpensesGrp/ProgramServicesAmt1218417
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt0461273
IRS990/OtherExpensesGrp/TotalAmt1272216
IRS990/OtherExpensesGrp/TotalAmt2218417
IRS990/OtherExpensesGrp/TotalAmt3199202
IRS990/OtherLiabilitiesGrp/BOYAmt04189205
IRS990/OtherLiabilitiesGrp/EOYAmt03702473
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01267073
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01267073
IRS990/OtherRevenueTotalAmt01267073
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01160396
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05155427
IRS990/OtherSalariesAndWagesGrp/TotalAmt06315823
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt097019
IRS990/PayrollTaxesGrp/ProgramServicesAmt0388077
IRS990/PayrollTaxesGrp/TotalAmt0485096
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt06085507
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt06204390
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0108956
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0435828
IRS990/PensionPlanContributionsGrp/TotalAmt0544784
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01879457
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01810693
IRS990/PrincipalOfficerNm0KEVIN LAMBERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011845113
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0100
IRS990/PYOtherExpensesAmt04302019
IRS990/PYOtherRevenueAmt0951647
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0483361
IRS990/PYSalariesCompEmpBnftPaidAmt08011480
IRS990/PYTotalExpensesAmt012313499
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012796860
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0881077
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03914276
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04676470
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06811816
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07691835
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt019772314
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06249242
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt026021556
IRS990ScheduleD/EquipmentGrp/BookValueAmt0368287
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03573926
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03942213
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012565560
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03831596
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt03831596
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028860
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0413952
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0442812
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01189071
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11997009
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2516393
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DERIVATIVE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED INFLOWS OF RESOURCES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt013446637
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL ADOPTED ASC 740-10 AS IT RELATED TO UNCERTAIN TAX POSITIONS EFFECTIVE FOR THE YEAR ENDED JUNE 30, 2016 AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. THE SCHOOL IS NOT CURRENTLY UNDER AUDIT NOR HAS THE SCHOOL BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE SCHOOLS TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED JUNE 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt024001057
IRS990ScheduleD/TotalExpensesPerForm990Amt012565560
IRS990ScheduleD/TotalLiabilityAmt03702473
IRS990ScheduleD/TotalRevenuePerForm990Amt013446637
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013446637
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012565560
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02008-05-16
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12008-05-16
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum000000D479
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum100000D480
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt019500000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt1500000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0NC CAPITAL FACILITIES FINANCE AGENCY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1NC CAPITAL FACILITIES FINANCE AGENCY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0MIDDLE SCHOOL AND HIGH SCHOOL CONSTRUCTION
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1MIDDLE SCHOOL AND HIGH SCHOOL CONSTRUCTION
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd10
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCE COMMITTEE AND TREASURER REVIEW AND APPROVE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE FAMILIAR WITH THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY ISSUES WHEN THEY JOIN THE BOARD. THE TREASURER REVIEWS MONTHLY VENDOR REPORTS FOR ANY POTENTIAL ISSUES WITH COMPANIES THAT EMPLOY BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A MULTIPLE-STEP PROCESS IS USED TO SET COMPENSATION FOR THE MANAGING DIRECTOR. FIRST, MARKET DATA IS GATHERED FROM MULTIPLE EXTERNAL SOURCES. THE BOARD CONDUCTS A PERFORMANCE REVIEW AND GOALS AND EXPECTATIONS ARE SET FOR THE FOLLOWING SCHOOL YEAR. THE POLICY AND PERSONNEL COMMITTEE REVIEWS THE PERFORMANCE DOCUMENTS AND PRESENTS THEIR FINDINGS TO THE BOARD WITH A RECOMMENDATION FOR ANY COMPENSATION CHANGES. THE BOARD THEN VOTES ON THE RECOMMENDED CHANGES. WHEN THE POLICY AND PERSONNEL COMMITTEE PRESENTS THEIR RECOMMENDATIONS, THEY PROVIDE SUPPORTING MARKET COMPENSATION DATA. COMPENSATION OF LOCAL SCHOOL ADMINISTRATORS IS COMMON KNOWLEDGE AS THE RESULT OF MEDIA COVERAGE. FOR OTHER KEY EMPLOYEES, THE POLICY AND PERSONNEL COMITTEE GATHERS MARKET DATA USING THE SAME EXTERNAL SOURCES. THE MANAGING DIRECTOR CONDUCTS THE PERFORMANCE REVIEW AND PRESENTS ANY RECOMMENDED COMPENSATION CHANGES TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE IN NEITHER THE SELECTION PROCESS OR OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XI, LINE 2C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$33,565,965
Liabilities
$22,685,105
Net assets
$10,880,860
Revenue
$13,446,637
Expenses
$12,565,560
Net income
$881,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.3$73.5$2.21$28.1$27.8$0.27
2023Summary only. Only limited summary data is available for this year.$69.2$72.0$2.73$29.2$24.5$4.68
2022Summary only. Only limited summary data is available for this year.$64.7$72.2$7.52$26.0$24.0$1.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.6$74.0$9.48$25.1$23.5$1.65
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.0$76.2$11.1$22.3$23.4$1.11
2019Summary only. Only limited summary data is available for this year.$63.3$73.3$10.0$20.4$19.2$1.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.9$69.1$11.2$17.2$18.7$1.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.3$27.4$10.9$14.0$14.0$0.01
2016Detailed filing. Detailed filing data is available for this year.$33.6$22.7$10.9$13.4$12.6$0.88
2015Summary only. Only limited summary data is available for this year.$33.9$23.9$10.00$12.8$12.3$0.48
2014Detailed filing. Detailed filing data is available for this year.$33.9$21.8$12.1$12.2$12.0$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$22.1$11.9$11.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$23.0$11.4$10.5
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00