Civic Intelligence

Spirit of Excellence Inc

EIN 68-0669239 • 501(c)3 • Burlington, NC

Profile

To operate a school of montessori learning

PO Box 1473Burlington, NC 27216

chmsburlington.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.52x

Higher debt load relative to assets than 79% of similar nonprofits.

NTEE B • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

1.49x

Higher debt load relative to revenue than 94% of similar nonprofits.

NTEE B • $1M-$5M nonprofits • Source year 2025

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

NTEE B • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$43,265

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

NTEE B • $1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

4.9%

Faster asset growth than 51% of similar nonprofits.

NTEE B • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

11%

Faster revenue growth than 54% of similar nonprofits.

NTEE B • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$2,831,572

Up $131,816 (+4.9%) from 2024

Liabilities

Down

$1,458,865

Down $84,032 (-5.4%) from 2024

Net Assets

Up

$1,372,707

Up $215,848 (+19%) from 2024

Operations
Liabilities / Revenue94th percentileNet Margin74th percentile

Revenue

Up

$981,561

Up $97,090 (+11%) from 2024

Expenses

Up

$765,713

Up $62,640 (+8.9%) from 2024

Net Income

Up

$215,848

Up $34,450 (+19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $98,086Liabilities 2011: $0Net Assets 2011: $98,0862011Assets 2012: $148,413Liabilities 2012: $0Net Assets 2012: $148,4132012Assets 2013: $231,543Liabilities 2013: $0Net Assets 2013: $231,5432013Assets 2014: $209,337Liabilities 2014: $0Net Assets 2014: $209,3372014Assets 2015: $214,189Liabilities 2015: $0Net Assets 2015: $214,1892015Assets 2016: $284,724Liabilities 2016: $0Net Assets 2016: $284,7242016Assets 2017: $264,890Liabilities 2017: $2,000Net Assets 2017: $262,8902017Assets 2018: $294,043Liabilities 2018: $1,802Net Assets 2018: $292,2412018Assets 2019: $613,179Liabilities 2019: $278,860Net Assets 2019: $334,3192019Assets 2020: $657,985Liabilities 2020: $186,693Net Assets 2020: $471,2922020Assets 2021: $2,520,098Liabilities 2021: $1,860,532Net Assets 2021: $659,5662021Assets 2022: $2,599,762Liabilities 2022: $1,705,089Net Assets 2022: $894,6732022Assets 2023: $2,631,987Liabilities 2023: $1,656,526Net Assets 2023: $975,4612023Assets 2024: $2,699,756Liabilities 2024: $1,542,897Net Assets 2024: $1,156,8592024Assets 2025: $2,831,572Liabilities 2025: $1,458,865Net Assets 2025: $1,372,7072025

Highlighted filing

2025

Assets$2,831,572
Liabilities$1,458,865
Net Assets$1,372,707
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $382,575Expenses 2011: $339,060Net Income 2011: $43,5152011Revenue 2012: $422,986Expenses 2012: $372,659Net Income 2012: $50,3272012Revenue 2013: $469,696Expenses 2013: $386,566Net Income 2013: $83,1302013Revenue 2014: $404,073Expenses 2014: $426,279Net Income 2014: -$22,2062014Revenue 2015: $406,850Expenses 2015: $401,998Net Income 2015: $4,8522015Revenue 2016: $473,476Expenses 2016: $402,941Net Income 2016: $70,5352016Revenue 2017: $453,743Expenses 2017: $475,577Net Income 2017: -$21,8342017Revenue 2018: $479,819Expenses 2018: $450,468Net Income 2018: $29,3512018Revenue 2019: $419,422Expenses 2019: $363,642Net Income 2019: $55,7802019Revenue 2020: $480,588Expenses 2020: $345,391Net Income 2020: $135,1972020Revenue 2021: $635,333Expenses 2021: $487,573Net Income 2021: $147,7602021Revenue 2022: $858,824Expenses 2022: $623,717Net Income 2022: $235,1072022Revenue 2023: $400,502Expenses 2023: $319,714Net Income 2023: $80,7882023Revenue 2024: $884,471Expenses 2024: $703,073Net Income 2024: $181,3982024Revenue 2025: $981,561Expenses 2025: $765,713Net Income 2025: $215,8482025

Highlighted filing

2025

Revenue$981,561
Expenses$765,713
Net Income$215,848
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,831,572
Liabilities
$1,458,865
Net assets
$1,372,707
Revenue
$981,561
Expenses
$765,713
Net income
$215,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.83$1.46$1.37$0.98$0.77$0.22
2024Detailed filing. Detailed filing data is available for this year.$2.70$1.54$1.16$0.88$0.70$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.63$1.66$0.98$0.40$0.32$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.60$1.71$0.89$0.86$0.62$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.52$1.86$0.66$0.64$0.49$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.19$0.47$0.48$0.35$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.28$0.33$0.42$0.36$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.48$0.45$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.45$0.48$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.47$0.40$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.41$0.40$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.40$0.43$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.47$0.39$0.08
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.42$0.37$0.05
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.38$0.34$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$981,561
Mission and Program Overview

Mission

School of monterssori learning

To operate a school of montessori learning

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,837,109$1,871,607▲ $34,498
Cash and Non-Interest-Bearing Accounts$167,446$460,445▲ $292,999
Savings and Temporary Cash Investments$139,691--
Total Assets$2,699,756$2,831,572▲ $131,816
Other Assets Total$555,510$499,520▼ $55,990
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,024,028$933,434▼ $90,594
Unsecured Notes Loans Payable$512,821$499,811▼ $13,010
Accounts Payable and Accrued Expenses$6,048$25,620▲ $19,572
Total Liabilities$1,542,897$1,458,865▼ $84,032
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,156,859$1,372,707▲ $215,848
Total Net Assets Fund Balance$1,156,859$1,372,707▲ $215,848
Total Liabilities and Net Assets / Fund Balance$2,699,756$2,831,572▲ $131,816

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,560,665$221,445$1,782,110
Land$300,000-$300,000
Other Land Buildings$10,942$14,297$25,239
Equipment-$600$600
Other Assets Org$74,520--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Denise MartiExecutive DiFT$43,265$43,265

Board Members and Trustees

NameTitle
Rowena KhotBoard Member
Angela WatkinsBoard Presid
Sarah McleodBldgs and Gr
Ariel MillerPhilanthropy
Seth GardnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,105
Program Service Revenue
$874,891
Investment Income
$9,994
Other Revenue
$57,571
Change in Net Assets
$215,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$438,037
Other Expenses$327,676
Total Fundraising Expense$1,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$229,682$124,158-$353,840
Occupancy$60,380$6,709-$67,089
Depreciation Depletion$65,163--$65,163
Interest$48,741$6,494-$55,235
Office Expenses$53,620$321$630$54,571
Current Officers, Directors, Trustees, and Key Employees$19,057$19,058-$38,115
Payroll Taxes$28,075$1,485-$29,560
Insurance$10,049$10,050-$20,099
Conferences and Meetings$7,026$7,026-$14,052
Other Employee Benefits$9,787$1,087-$10,874
Pension Plan Contributions$5,648--$5,648
Advertising-$5,477-$5,477
Fees for Services Other$975$1,412$769$3,156
Fees for Services Accounting-$3,132-$3,132
All Other Expenses$989$1,027-$2,016
Other Expenses$1,958--$1,958
Information Technology$1,806--$1,806
Travel$24--$24
Total Functional Expenses$576,878$187,436$1,399$765,713
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 11B

“The executive director and board member will review the 990 as completed by the outside cpa prior to filing.”

Form 990, Page 6, Part VI, Line 19

“All financial statements, governing documents, and form 990 are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Spirit of Excellence Inc
EIN
68-0669239
Phone
3363509181
Address
PO BOX 1473, BURLINGTON, NC 27216
Doing Business As
Providence Christian Montessori Sch

Signing Officer

Name
Denise Marti
Title
Executive Director
Phone
3363509181
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Marti
Formed
2008
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
16

Preparer

Firm
Humphrey CPA Group LLC
Address
5915 S EMERSON AVENUE SUITE 400, INDIANAPOLIS, IN 46237
Preparer
Rodney J Humphrey CPA
Phone
3174353447
Raw XML Appendix380 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06048
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025620
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE A SCHOOL OF MONTESSORI LEARNING
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05477
IRS990/AdvertisingGrp/TotalAmt05477
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01027
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0989
IRS990/AllOtherExpensesGrp/TotalAmt02016
IRS990/BooksInCareOfDetail/PersonNm0DENISE MARTI
IRS990/BooksInCareOfDetail/PhoneNum03363509181
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03750 ALAMANCE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027215
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0167446
IRS990/CashNonInterestBearingGrp/EOYAmt0460445
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt019058
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt019057
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt038115
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07026
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07026
IRS990/ConferencesMeetingsGrp/TotalAmt014052
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039105
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09994
IRS990/CYOtherExpensesAmt0327676
IRS990/CYOtherRevenueAmt057571
IRS990/CYProgramServiceRevenueAmt0874891
IRS990/CYRevenuesLessExpensesAmt0215848
IRS990/CYSalariesCompEmpBnftPaidAmt0438037
IRS990/CYTotalExpensesAmt0765713
IRS990/CYTotalFundraisingExpenseAmt01399
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0981561
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt065163
IRS990/DepreciationDepletionGrp/TotalAmt065163
IRS990/Desc0OPERATING A SCHOOL OF MONTESSORI LEARNING
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0PROVIDENCE CHRISTIAN MONTESSORI SCH
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0576878
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03132
IRS990/FeesForServicesAccountingGrp/TotalAmt03132
IRS990/FeesForServicesOtherGrp/FundraisingAmt0769
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01412
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0975
IRS990/FeesForServicesOtherGrp/TotalAmt03156
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DENISE MARTI
IRS990/Form990PartVIISectionAGrp/PersonNm1ROWENA KHOT
IRS990/Form990PartVIISectionAGrp/PersonNm2SARAH MCLEOD
IRS990/Form990PartVIISectionAGrp/PersonNm3ARIEL MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm4SETH GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm5ANGELA WATKINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt043265
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BLDGS AND GR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD PRESID
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt039105
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0981561
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01806
IRS990/InformationTechnologyGrp/TotalAmt01806
IRS990/InsuranceGrp/ManagementAndGeneralAmt010050
IRS990/InsuranceGrp/ProgramServicesAmt010049
IRS990/InsuranceGrp/TotalAmt020099
IRS990/InterestGrp/ManagementAndGeneralAmt06494
IRS990/InterestGrp/ProgramServicesAmt048741
IRS990/InterestGrp/TotalAmt055235
IRS990/InvestmentIncomeGrp/ExclusionAmt09994
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09994
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0236342
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01837109
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01871607
IRS990/LandBldgEquipCostOrOtherBssAmt02107949
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A SCHOOL OF MONTESSORI LEARNING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01024028
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0933434
IRS990/NetAssetsOrFundBalancesBOYAmt01156859
IRS990/NetAssetsOrFundBalancesEOYAmt01372707
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01156859
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01372707
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06709
IRS990/OccupancyGrp/ProgramServicesAmt060380
IRS990/OccupancyGrp/TotalAmt067089
IRS990/OfficeExpensesGrp/FundraisingAmt0630
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0321
IRS990/OfficeExpensesGrp/ProgramServicesAmt053620
IRS990/OfficeExpensesGrp/TotalAmt054571
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0555510
IRS990/OtherAssetsTotalGrp/EOYAmt0499520
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01087
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09787
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010874
IRS990/OtherExpensesGrp/Desc0CREDIT CARD EXPENSES
IRS990/OtherExpensesGrp/Desc1COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt028473
IRS990/OtherExpensesGrp/ProgramServicesAmt13379
IRS990/OtherExpensesGrp/ProgramServicesAmt22046
IRS990/OtherExpensesGrp/ProgramServicesAmt31958
IRS990/OtherExpensesGrp/TotalAmt028473
IRS990/OtherExpensesGrp/TotalAmt13379
IRS990/OtherExpensesGrp/TotalAmt22046
IRS990/OtherExpensesGrp/TotalAmt31958
IRS990/OtherRevenueMiscGrp/Desc0FUNDRAISING, NET
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt057571
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt057571
IRS990/OtherRevenueTotalAmt057571
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0124158
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0229682
IRS990/OtherSalariesAndWagesGrp/TotalAmt0353840
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01485
IRS990/PayrollTaxesGrp/ProgramServicesAmt028075
IRS990/PayrollTaxesGrp/TotalAmt029560
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05648
IRS990/PensionPlanContributionsGrp/TotalAmt05648
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DENISE MARTI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION COLLECTED-PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/Desc1TUITION-OPP SCHOLARSHIPS
IRS990/ProgramServiceRevenueGrp/Desc2TUITION-DSS VOUCERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0535294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1297404
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt242193
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0535294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1297404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt242193
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt082405
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08508
IRS990/PYOtherExpensesAmt0330751
IRS990/PYOtherRevenueAmt061055
IRS990/PYProgramServiceRevenueAmt0732503
IRS990/PYRevenuesLessExpensesAmt0181398
IRS990/PYSalariesCompEmpBnftPaidAmt0372322
IRS990/PYTotalExpensesAmt0703073
IRS990/PYTotalRevenueAmt0884471
IRS990/ReconcilationRevenueExpnssAmt0215848
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0874891
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0139691
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01560665
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0221445
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01782110
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0600
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0600
IRS990ScheduleD/LandGrp/BookValueAmt0300000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0250000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1175000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt274520
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ANNUITY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CERTIFICATE OF DEPOSIT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010942
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014297
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025239
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01871607
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0499520
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND BOARD MEMBER WILL REVIEW THE 990 AS COMPLETED BY THE OUTSIDE CPA PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND FORM 990 ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02699756
IRS990/TotalAssetsEOYAmt02831572
IRS990/TotalAssetsGrp/BOYAmt02699756
IRS990/TotalAssetsGrp/EOYAmt02831572
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039105
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01399
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0187436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0576878
IRS990/TotalFunctionalExpensesGrp/TotalAmt0765713
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01542897
IRS990/TotalLiabilitiesEOYAmt01458865
IRS990/TotalLiabilitiesGrp/BOYAmt01542897
IRS990/TotalLiabilitiesGrp/EOYAmt01458865
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01156859
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01372707
IRS990/TotalProgramServiceExpensesAmt0576878
IRS990/TotalProgramServiceRevenueAmt0874891
IRS990/TotalReportableCompFromOrgAmt043265
IRS990/TotalRevenueGrp/ExclusionAmt09994
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0932462
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0981561
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02699756
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02831572
IRS990/TravelGrp/ProgramServicesAmt024
IRS990/TravelGrp/TotalAmt024
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0512821
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0499811
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1473
IRS990/USAddress/CityNm0BURLINGTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027216
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0CHMSBURLINGTON.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE MARTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03363509181
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPIRIT OF EXCELLENCE INC
ReturnHeader/Filer/BusinessNameControlTxt0SPIR
ReturnHeader/Filer/EIN0680669239
ReturnHeader/Filer/PhoneNum03363509181
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1473
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUMPHREY CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05915 S EMERSON AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046237
ReturnHeader/PreparerPersonGrp/PhoneNum03174353447
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY J HUMPHREY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T10:22:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.