Civic Intelligence

Bearden High School Foundation

990 • Fiscal year 2022 • EIN 62-1701051

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 11, 2022

PO Box 31729Knoxville, TN 37930

(865) 769-6461

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-4.9%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$103,147

Up $1,564 (+1.5%) from 2021

Net Assets

Up

$103,147

Up $1,564 (+1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$109,801

Down $5,633 (-4.9%) from 2021

Expenses

Up

$86,425

Up $29,900 (+53%) from 2021

Net Income

Down

$23,376

Down $35,533 (-60%) from 2021

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

2022

Assets$103,147
Liabilities$0
Net Assets$103,147

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

2022

Revenue$109,801
Expenses$86,425
Net Income$23,376
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 11, 2022
Return Version
2021v4.1
Gross Receipts
$118,370
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$101,583$103,147▲ $1,564
Total Assets$101,583$103,147▲ $1,564
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$64,500$52,688▼ $11,812
Net Assets Without Donor Restrictions$37,083$50,459▲ $13,376
Total Net Assets Fund Balance$101,583$103,147▲ $1,564
Total Liabilities and Net Assets / Fund Balance$101,583$103,147▲ $1,564
Compensation and Service Providers

Board Members and Trustees

NameTitle
John StandiferPresident
Buddy HeinsVice President
Amy BarnettDirector
Anne FineDirector
Chad KeenerDirector
Darren WelchDirector
Deborah GraceDirector
Elizabeth SmithDirector
Heather KyleDirector
Janene NordinDirector
Joe PendergrassDirector
Joni PriceDirector
Leigh StiversDirector
Nancy BargerDirector
Natalie FreemanDirector
Nicole SiegelDirector
Scott ElderDirector
Scott SmithDirector
Stacey SerafinDirector
Todd GouldDirector
Ward WittDirector
Jeremy BiggsSecretary
David BelcherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,450
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$92,339
All Other Contributions
$17,450
Change in Net Assets
$23,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,425
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$63,157$0$0$63,157
Other Expenses$7,960$0$0$7,960
Fees for Services Accounting$5,400$0$0$5,400
Total Functional Expenses$86,425$0$0$86,425
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bearden High SchoolKnoxville, TN-Various$38,023
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,908
Fundraising Direct Expenses$8,569
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Phone-a-thone$57,591$57,591-$57,591
Golf Tournament$43,318$43,318$8,569$34,749
Total Events$100,909$100,909$8,569$92,340
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 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
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
PO BOX 31729, KNOXVILLE, TN 37930

Signing Officer

Name
John Standifer
Title
President
Phone
8657696461
Signed
2022-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Belcher
Formed
1997
Legal Domicile
Tn
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
45

Preparer

Firm
Mitch Reed & Associates PLLC
Address
312 Prosperity Drive Ste 102, Knoxville, TN 37923
Preparer
Mitchell B Reed
Phone
8656923660
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The board of directors review the 990/financial statements and vote on acceptance

Pt VI, Line 12C

Reviewd at quarterly board meeting and possible conflicts are discussed

Pt VI, Line 19

All policies, financial statements & 990's are available for review at the office

Pt XI

Distributions from resricted net assets

Form 990, Part IX, Line 24E

Website 1065. 1065. 0. 0.

Form 990, Part IX, Line 24E

Scholarships 10893. 10893. 0. 0.

Form 990, Part IX, Line 24E

Grants 51199. 51199. 0. 0.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
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IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SECURE FUNDS FOR BENEFIT & IMPROVEMENT OF BEARDEN HIGH SCHOOL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0101583
IRS990/NetAssetsOrFundBalancesEOYAmt0103147
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt092339
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt092339
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt037083
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt050459
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-21812
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3GOFUNDME
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0312
IRS990/OtherExpensesGrp/ProgramServicesAmt14410
IRS990/OtherExpensesGrp/ProgramServicesAmt25186
IRS990/OtherExpensesGrp/ProgramServicesAmt37960
IRS990/OtherExpensesGrp/TotalAmt0312
IRS990/OtherExpensesGrp/TotalAmt14410
IRS990/OtherExpensesGrp/TotalAmt25186
IRS990/OtherExpensesGrp/TotalAmt37960
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID BELCHER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FINANCIAL SUPPORT IN AREAS OF ACADEMIC COMPETITIONS, INCENTIVE PROGRAMS AND SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010893
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010893
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt060768
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08
IRS990/PYOtherExpensesAmt056525
IRS990/PYOtherRevenueAmt0101426
IRS990/PYRevenuesLessExpensesAmt058909
IRS990/PYTotalExpensesAmt056525
IRS990/PYTotalRevenueAmt0115434
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023376
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt065550
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101583
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0118359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0131288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt099251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0475162
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0119
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0475162
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0118359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0131288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt099251
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0475162
IRS990ScheduleA/TotalSupportAmt0475281
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08569
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PHONE-A-THONE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt057591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0100909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt057591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0100909
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt092340
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08569
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt038023
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEW THE 990/FINANCIAL STATEMENTS AND VOTE ON ACCEPTANCE

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