Civic Intelligence

N H S Foundation for Excellence Inc.

990 • Fiscal year 2017 • EIN 58-2564421

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

5300 Spalding DriveNorcross, GA 30092

(770) 448-3674

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

68th percentile

13%

Higher net margin than 68% 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

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

51st percentile

1.6%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$155,081

Up $25,084 (+19%) from 2016

Net Assets

Up

$155,081

Up $25,084 (+19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$189,097

Up $2,930 (+1.6%) from 2016

Expenses

Down

$164,013

Down $13,233 (-7.5%) from 2016

Net Income

Up

$25,084

Up $16,163 (+181%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $139,558Liabilities 2011: $32,327Net Assets 2011: $107,2312011Assets 2012: $193,986Liabilities 2012: $32,327Net Assets 2012: $161,6592012Assets 2013: $154,362Liabilities 2013: $0Net Assets 2013: $154,3622013Assets 2014: $122,980Liabilities 2014: $0Net Assets 2014: $122,9802014Assets 2015: $121,076Net Assets 2015: $121,0762015Assets 2016: $129,997Liabilities 2016: $0Net Assets 2016: $129,9972016Assets 2017: $155,081Liabilities 2017: $0Net Assets 2017: $155,0812017Assets 2018: $150,013Liabilities 2018: $0Net Assets 2018: $150,0132018Assets 2019: $169,203Liabilities 2019: $0Net Assets 2019: $169,2032019Assets 2020: $180,112Liabilities 2020: $0Net Assets 2020: $180,1122020Assets 2021: $170,891Net Assets 2021: $170,8912021Assets 2022: $183,719Net Assets 2022: $183,7192022Assets 2023: $175,387Net Assets 2023: $175,3872023Assets 2024: $185,032Net Assets 2024: $185,0322024Assets 2025: $177,823Net Assets 2025: $177,8232025

Highlighted filing

2017

Assets$155,081
Liabilities$0
Net Assets$155,081

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $94,933Expenses 2011: $82,175Net Income 2011: $12,7582011Revenue 2012: $125,138Expenses 2012: $70,710Net Income 2012: $54,4282012Revenue 2013: $130,788Expenses 2013: $170,412Net Income 2013: -$39,6242013Revenue 2014: $117,974Expenses 2014: $149,356Net Income 2014: -$31,3822014Revenue 2015: $126,582Expenses 2015: $128,486Net Income 2015: -$1,9042015Revenue 2016: $186,167Expenses 2016: $177,246Net Income 2016: $8,9212016Revenue 2017: $189,097Expenses 2017: $164,013Net Income 2017: $25,0842017Revenue 2018: $208,949Expenses 2018: $214,017Net Income 2018: -$5,0682018Revenue 2019: $212,765Expenses 2019: $193,575Net Income 2019: $19,1902019Revenue 2020: $110,987Expenses 2020: $100,078Net Income 2020: $10,9092020Revenue 2021: $108,352Expenses 2021: $117,573Net Income 2021: -$9,2212021Revenue 2022: $129,862Expenses 2022: $117,033Net Income 2022: $12,8292022Revenue 2023: $75,483Expenses 2023: $83,816Net Income 2023: -$8,3332023Revenue 2024: $98,757Expenses 2024: $89,111Net Income 2024: $9,6462024Revenue 2025: $71,374Expenses 2025: $78,583Net Income 2025: -$7,2092025

Highlighted filing

2017

Revenue$189,097
Expenses$164,013
Net Income$25,084
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 1, 2018
Return Version
2016v3.1
Gross Receipts
$216,854
Mission and Program Overview

Mission

The mission of the norcross high school foundation for excellence is to ensure the success of all students at norcross high school by building community support and by raising funds to cultivate excellence in academics, arts, and athletics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$129,997$155,081▲ $25,084
Total Assets$129,997$155,081▲ $25,084
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$129,997$155,081▲ $25,084
Total Net Assets Fund Balance$129,997$155,081▲ $25,084
Total Liabilities and Net Assets / Fund Balance$129,997$155,081▲ $25,084
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dawn MuchowCo-president
Kim JanisCo-president
Adam ShapiroBoard Member
Alan KaplanBoard Member
Alonzo LlorensBoard Member
Angie HembreeBoard Member
Arlene BecklesBoard Member
Bob ChapinBoard Member
Elizabeth FrisbeeBoard Member
Elizabeth GrossBoard Member
Elizabeth MaganaBoard Member
Gary VolinoBoard Member
Jennifer ChapinBoard Member
John DecarvalhoBoard Member
Karen SchnurBoard Member
Kirk BartonBoard Member
Logan MalmBoard Member
Mark WillisBoard Member
Melinda ByrneBoard Member
Nancy StarcherBoard Member
PAT O'LEARYBoard Member
Prudence FranklinBoard Member
Renee ReddicBoard Member
Sara HallBoard Member
Shahin RazaviBoard Member
Stephan OsterBoard Member
Tye HannaBoard Member
Weare GratwickBoard Member
Wendy WillisBoard Member
Will BishopBoard Member
Yolanda HendersonBoard Member
Sherri BoucherSecretary
TRACY O'LEARYTreasurer
Aaron LupuloffVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$168,136
Program Service Revenue
$0
Investment Income
$515
Other Revenue
$20,446
All Other Contributions
$90,701
Change in Net Assets
$25,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,013
Total Fundraising Expense$8,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$28,920$1,045$8,050$38,015
Other Expenses$10,500--$10,500
Insurance-$1,113-$1,113
Advertising-$540-$540
Office Expenses-$317-$317
Total Functional Expenses$152,948$3,015$8,050$164,013
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,203
Fundraising Direct Expenses$27,757
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Foundation Gala$125,638$48,203$27,757$20,446
Total Events$125,638$48,203$27,757$20,446
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
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, Page 6, Part VI, Line 2

Tracy w. O'leary patrick j. O'leary treasurer board member spouses jennifer chapin bob chapin board member board member spouses wendy willis mark willis board member board member spouses

Form 990, Page 6, Part VI, Line 6

The organization consists of an executive board comprised of 2 co- presidents, vice president, treasurer and secretary. The organization also includes board members invited to join by the executive board and voted on by the entire board. Executive board members are noted in part vii.

Form 990, Page 6, Part VI, Line 7A

New members are invited to join the board by the executive board and approved by the entire membership.

Form 990, Page 6, Part VI, Line 11B

Form 990 is prepared by the treasurer based on reviewed financial statements prepared by an independent auditor. The content of the completed return is discussed with the executive board prior to filing.

Form 990, Page 6, Part VI, Line 19

Documents available for review upon request.

Filing and Contact Details

Filer

Filer Name
Nhs Foundation for Excellenceinc
EIN
58-2564421
Phone
7704483674
Address
5300 SPALDING DRIVE, NORCROSS, GA 30092

Signing Officer

Name
TRACY O'LEARY
Title
Treasurer
Phone
7704483674
Signed
2018-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Muchow
Formed
2000
Legal Domicile
Ga
Voting Board Members
34
Independent Board Members
0
Employees
0

Preparer

Firm
TRACY W O'LEARY CPA
Address
5339 GARNABY LN, PEACHTREE CORNERS, GA 30092-2161
Preparer
TRACY W O'LEARY
Phone
7703681222
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the norcross high school foundation for excellence is to ensure the success of all students at norcross high school by building community support and by raising funds to cultivate excellence in academics, arts, and athletics.

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

Other program services includes provision of instructional funds to certified teachers, funding of programs at the discretion of the school principal, staff recognition awards for staff retirement, teacher of the year, teacher scholarships and teacher grants.

Form 990, Part IX, Line 24E

Grant writing fees 0 0 8,050 instructional funds 7,163 0 0 brady bullock scholarship 6,400 0 0 staff recognition 6,000 0 0 principal's discretionary 5,000 0 0 i am a difference maker 1,600 0 0 nhs band 1,550 0 0 art splash 957 0 0 processing fees 0 373 0 bank fees 0 342 0 nhs care team 250 0 0 audit fees 0 200 0 membership dues 0 100 0 corporate renewal 0 30 0 total 28,920 1,045 8,050

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IRS990/MissionDesc0THE MISSION OF THE NORCROSS HIGH SCHOOL FOUNDATION FOR EXCELLENCE IS TO ENSURE THE SUCCESS OF ALL STUDENTS AT NORCROSS HIGH SCHOOL BY BUILDING COMMUNITY SUPPORT AND BY RAISING FUNDS TO CULTIVATE EXCELLENCE IN ACADEMICS, ARTS, AND ATHLETICS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDES PROVISION OF INSTRUCTIONAL FUNDS TO CERTIFIED TEACHERS, FUNDING OF PROGRAMS AT THE DISCRETION OF THE SCHOOL PRINCIPAL, STAFF RECOGNITION AWARDS FOR STAFF RETIREMENT, TEACHER OF THE YEAR, TEACHER SCHOLARSHIPS AND TEACHER GRANTS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$1.78$0.71$0.79$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.85$1.85$0.99$0.89$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.75$0.84$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.30$1.17$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.08$1.18$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.11$1.00$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$2.13$1.94$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.09$2.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.89$1.64$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.86$1.77$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.21$1.21$1.27$1.28$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.18$1.49$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$1.31$1.70$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.32$1.62$1.25$0.71$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.32$1.07$0.95$0.82$0.13