Civic Intelligence

The Sword Conservatory Inc

EIN 81-3074256 • 501(c)3 • Holly Springs, NC

Profile

To teach the history, sport and art of swordsmanship to all, with safety and fun.

112 Tonks TrailHolly Springs, NC 27540

n/A

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

NTEE N60 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.00x

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

NTEE N60 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

4.3%

Higher net margin than 45% of similar nonprofits.

NTEE N60 • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

NTEE N60 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

13%

Faster asset growth than 57% of similar nonprofits.

NTEE N60 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

NTEE N60 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$4,785

Up $566 (+13%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$4,785

Up $566 (+13%) from 2017

Operations
Liabilities / Revenue75th percentileNet Margin45th percentile

Revenue

Up

$13,289

Up $4,097 (+45%) from 2017

Expenses

Up

$12,723

Up $5,632 (+79%) from 2017

Net Income

Down

$566

Down $1,535 (-73%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0K$4.0K$2.0K$0Assets 2016: $2,118Liabilities 2016: $0Net Assets 2016: $2,1182016Assets 2017: $4,219Net Assets 2017: $4,2192017Assets 2018: $4,785Liabilities 2018: $0Net Assets 2018: $4,7852018

Highlighted filing

2018

Assets$4,785
Liabilities$0
Net Assets$4,785
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$15K$10K$5.0K$0Revenue 2016: $5,022Expenses 2016: $2,904Net Income 2016: $2,1182016Revenue 2017: $9,192Expenses 2017: $7,091Net Income 2017: $2,1012017Revenue 2018: $13,289Expenses 2018: $12,723Net Income 2018: $5662018

Highlighted filing

2018

Revenue$13,289
Expenses$12,723
Net Income$566
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,785
Liabilities
$0
Net assets
$4,785
Revenue
$13,289
Expenses
$12,723
Net income
$566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$13.3$12.7$0.57
2017Detailed filing. Detailed filing data is available for this year.$4.22$4.22$9.19$7.09$2.10
2016Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$5.02$2.90$2.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 6, 2019
Return Version
2018v3.1
Gross Receipts
$14,452
Mission and Program Overview

Mission

To teach the history, sport and art of swordsmanship to all, with safety and fun.

Program Services

DescriptionGrantsExpenses
The Sword Conservatory taught classes over the course of 2018in Medieval Swordfighting, Historic Fencing, Sport Fencingand Stage Combat to approximately 85 students in weekly classes$0$12,723
Attended and demonstrated at 11 festivals; Provided educationalseminars for home school co-op, historian conventions andcommunity library.--
Stage combat choreography provided for children'stheatre production.--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Criag FreudenrichBoard President-$0--
Carol ShawBoard Vice President-$0--
Eric LindbeckSecretary/Treasurer-$0--
MaryLynn TullyBoard Member-$0--
Daniel MilburnBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Sword Conservatory Inc
EIN
81-3074256
Phone
9198024276
Address
112 Tonks Trail, Holly Springs, NC 27540

Signing Officer

Name
Eric S Lindbeck
Title
Chairman
Phone
9198024276
Signed
2019-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Susan Phares-Aldrich CPA PLLC
Address
1100 Holly Springs Rd Ste 200, Holly Springs, NC 27540
Preparer
Susan Phares-Aldrich
Phone
9195670168
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Materials 2873.”

Form 990EZ, Part I, Line 16

“Insurance 2321.”

Form 990EZ, Part I, Line 16

“Office Supplies 604.”

Form 990EZ, Part I, Line 16

“Website & Online Expenses 28.”

Form 990EZ, Part I, Line 16

“Travel 533.”

Form 990EZ, Part I, Line 16

“Licenses 153.”

Form 990EZ, Part I, Line 16

“Advertising 2088.”

Form 990EZ, Part I, Line 16

“Meals 153.”

Form 990EZ, Part I, Line 16

“Supplies 2155.”

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Eric Lindbeck
IRS990EZ/BooksInCareOfDetail/PhoneNum09198024276
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0112 Tonks Trail
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Holly Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04219
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04785
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04538
IRS990EZ/CostOfGoodsSoldAmt01163
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0566
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0777
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04785
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01425
IRS990EZ/GrossReceiptsAmt014452
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02588
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04219
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04785
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04219
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04785
IRS990EZ/OccupancyRentUtltsAndMaintAmt01038
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Criag Freudenrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carol Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Eric Lindbeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MaryLynn Tully
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Daniel Milburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010908
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To teach the history, sport and art of swordsmanship to all, with safety and fun.
IRS990EZ/ProgramServiceRevenueAmt07326
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Sword Conservatory taught classes over the course of 2018in Medieval Swordfighting, Historic Fencing, Sport Fencingand Stage Combat to approximately 85 students in weekly classes
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Attended and demonstrated at 11 festivals; Provided educationalseminars for home school co-op, historian conventions andcommunity library.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Stage combat choreography provided for children'stheatre production.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012723
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012723
IRS990EZ/TotalProgramServiceExpensesAmt012723
IRS990EZ/TotalRevenueAmt013289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.SwordConservatory.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0908
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010468
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017035
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt027503
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05022
IRS990ScheduleA/Total509Grp/TotalAmt027503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Materials 2873.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 2321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Supplies 604.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website & Online Expenses 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel 533.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licenses 153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Advertising 2088.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meals 153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies 2155.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Eric S Lindbeck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum09198024276
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Sword Conservatory Inc
ReturnHeader/Filer/BusinessNameControlTxt0SWOR
ReturnHeader/Filer/EIN0813074256
ReturnHeader/Filer/PhoneNum09198024276
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 Tonks Trail
ReturnHeader/Filer/USAddress/CityNm0Holly Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027540
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09061C1050D48D8E7CA8C9F1FE66B8D255DD89DD0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09061C1050D48D8E7CA8C9F1FE66B8D255DD89DD0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.10.38.82
ReturnHeader/FilingSecurityInformation/IPDt02019-04-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:10:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan Phares-Aldrich CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 Holly Springs Rd Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holly Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027540
ReturnHeader/PreparerPersonGrp/PhoneNum09195670168
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Phares-Aldrich
ReturnHeader/ReturnTs02019-04-11T19:11:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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