Civic Intelligence

Bearden High School Foundation

990 • Fiscal year 2017 • EIN 62-1701051

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

8352 Kingston PikeKnoxville, TN 37919-5449

(865) 769-6461

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

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

5th percentile

-88%

Higher net margin than 5% 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

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Down

$0

Down $132,099 (-100%) from 2016

Net Assets

Down

$0

Down $132,099 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$81,763

Down $36,634 (-31%) from 2016

Expenses

Up

$154,105

Up $89,701 (+139%) from 2016

Net Income

Down

-$72,342

Down $126,335 (-234%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $56,344Liabilities 2011: $0Net Assets 2011: $56,3442011Assets 2012: $48,954Liabilities 2012: $0Net Assets 2012: $48,9542012Assets 2013: $42,672Liabilities 2013: $0Net Assets 2013: $42,6722013Assets 2014: $86,362Liabilities 2014: $0Net Assets 2014: $86,3622014Assets 2015: $78,106Liabilities 2015: $0Net Assets 2015: $78,1062015Assets 2016: $132,099Liabilities 2016: $0Net Assets 2016: $132,0992016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $70,751Liabilities 2018: $0Net Assets 2018: $70,7512018Assets 2019: $59,546Liabilities 2019: $0Net Assets 2019: $59,5462019Assets 2020: $42,674Liabilities 2020: $0Net Assets 2020: $42,6742020Assets 2021: $101,583Liabilities 2021: $0Net Assets 2021: $101,5832021Assets 2022: $103,147Liabilities 2022: $0Net Assets 2022: $103,1472022Assets 2023: $96,220Liabilities 2023: $0Net Assets 2023: $96,2202023Assets 2024: $121,140Liabilities 2024: $0Net Assets 2024: $121,1402024Assets 2025: $134,385Liabilities 2025: $0Net Assets 2025: $134,3852025

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $92,7142011Expenses 2012: $63,3982012Expenses 2013: $79,3592013Revenue 2014: $75,645Expenses 2014: $31,955Net Income 2014: $43,6902014Revenue 2015: $73,951Expenses 2015: $82,207Net Income 2015: -$8,2562015Revenue 2016: $118,397Expenses 2016: $64,404Net Income 2016: $53,9932016Revenue 2017: $81,763Expenses 2017: $154,105Net Income 2017: -$72,3422017Revenue 2018: $88,777Expenses 2018: $77,783Net Income 2018: $10,9942018Revenue 2019: $75,444Expenses 2019: $86,150Net Income 2019: -$10,7062019Revenue 2020: $43,244Expenses 2020: $60,115Net Income 2020: -$16,8712020Revenue 2021: $115,434Expenses 2021: $56,525Net Income 2021: $58,9092021Revenue 2022: $109,801Expenses 2022: $86,425Net Income 2022: $23,3762022Revenue 2023: $91,962Expenses 2023: $98,890Net Income 2023: -$6,9282023Revenue 2024: $84,708Expenses 2024: $59,788Net Income 2024: $24,9202024Revenue 2025: $89,316Expenses 2025: $76,071Net Income 2025: $13,2452025

Highlighted filing

2017

Revenue$81,763
Expenses$154,105
Net Income-$72,342
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$92,660
Mission and Program Overview

Mission

To secure funds for benefit & improvement of bearden high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$131,930--
Cash and Non-Interest-Bearing Accounts$169--
Total Assets$132,099$0▼ $132,099
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$97,599--
Temporarily Rstr Net Assets$34,500--
Total Net Assets Fund Balance$132,099$0▼ $132,099
Total Liabilities and Net Assets / Fund Balance$132,099$0▼ $132,099
Compensation and Service Providers

Board Members and Trustees

NameTitle
Buddy PelotPresident
Mary Lou SokolowPtso President
John StandiferVice President
Buddy HeinsDirector
David HarrisDirector
Debbie BolesDirector
Deborah GraceDirector
Jenny FogartyDirector
Jeremy BiggsDirector
John MckenryDirector
Larry TragesserDirector
Lisa FordDirector
Mallory LehnDirector
Matt SeamanDirector
Neal GutheDirector
Stacey SerafinDirector
Ward WittDirector
Jennifer JacobySecretary
Darren WelchTreasuer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,071
Program Service Revenue
$0
Investment Income
$41
Other Revenue
$55,651
All Other Contributions
$26,071
Change in Net Assets
$-72,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$154,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$143,505$0$0$143,505
Other Expenses$7,510$0$0$7,510
Fees for Services Accounting$2,270$0$0$2,270
Office Expenses$200$0$0$200
Total Functional Expenses$154,105$0$0$154,105
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bearden High SchoolKnoxville, TN-Various$38,213
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,548
Fundraising Direct Expenses$10,897
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$40,265$40,265$1,645$38,620
Phone-a-thon$24,091$24,091$2,229$21,862
Total Events$64,356$64,356$9,942$54,414
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
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
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
Filing and Contact Details

Filer

Filer Name
Bearden High School Foundation
EIN
62-1701051
Phone
8657696461
Address
8352 KINGSTON PIKE, KNOXVILLE, TN 37919-5449

Signing Officer

Name
Buddy Pelot
Title
President
Phone
8657696461
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Buddy Heins
Formed
1997
Legal Domicile
Tn
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
45

Preparer

Firm
A & B Bookkeeping and Tax Service
Address
2945 MAYNARDVILLE HWY STE 7, MAYNARDVILLE, TN 37807
Preparer
Tonya M Atkins Ea
Phone
8659922010
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Board of Directors review the 990/financial statements and votes on acceptance.

Pt VI, Line 12C

Quarterly at the Board of Directors Meeting - A review of any possible conflicts is discussed.

Pt VI, Line 19

All policies, financial statements & 990 returns are available for review at the office.

Form 990, Part IX, Line 24E

Boys and girls state 3000. 3000. 0. 0.

Form 990, Part IX, Line 24E

Grants 19120. 19120. 0. 0.

Form 990, Part IX, Line 24E

Hinkle schoralship 1000. 1000. 0. 0.

Form 990, Part IX, Line 24E

Newsletter 3111. 3111. 0. 0.

Form 990, Part IX, Line 24E

Bank boosters 6000. 6000. 0. 0.

Form 990, Part IX, Line 24E

Awesome adam adventures 1000. 1000. 0. 0.

Form 990, Part IX, Line 24E

Bertelkamp scholarship 10094. 10094. 0. 0.

Form 990, Part IX, Line 24E

Postage and mailing 252. 252. 0. 0.

Form 990, Part IX, Line 24E

Auditorium renovation 99928. 99928. 0. 0.

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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt040
IRS990/PYOtherExpensesAmt064404
IRS990/PYOtherRevenueAmt0101907
IRS990/PYRevenuesLessExpensesAmt053993
IRS990/PYTotalExpensesAmt064404
IRS990/PYTotalRevenueAmt0118397
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-72342
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt035354
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0131930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0129025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt083645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt083067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0461379
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0273
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99940
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt0461379
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0129025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt083645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt083067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073023
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0461379
IRS990ScheduleA/TotalSupportAmt0461652
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09942
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PHONE-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0412
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024091
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024091
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064356
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054414
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01296
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01296
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03874
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01645
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02229
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04360
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04360
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09510
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/RecipientTable/CashGrantAmt038213
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VARIOUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BEARDEN HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0621439099
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08352 KINGSTON PIKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KNOXVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037919
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors review the 990/financial statements and votes on acceptance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Quarterly at the Board of Directors Meeting - A review of any possible conflicts is discussed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All policies, financial statements & 990 returns are available for review at the office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOYS AND GIRLS STATE 3000. 3000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANTS 19120. 19120. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HINKLE SCHORALSHIP 1000. 1000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NEWSLETTER 3111. 3111. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK BOOSTERS 6000. 6000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AWESOME ADAM ADVENTURES 1000. 1000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BERTELKAMP SCHOLARSHIP 10094. 10094. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10POSTAGE AND MAILING 252. 252. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AUDITORIUM RENOVATION 99928. 99928. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt034500
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0132099
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0132099
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt026071
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0154105
IRS990/TotalFunctionalExpensesGrp/TotalAmt0154105
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.89$0.76$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.85$0.60$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.92$0.99$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.10$0.86$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.15$0.57$0.59
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.43$0.60$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.75$0.86$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.89$0.78$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.82$1.54$0.72
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.18$0.64$0.54
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.74$0.82$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.76$0.32$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.93