Civic Intelligence

Dogwood Classical Academy Inc

EIN 83-4444010 • 501(c)3 • Mount Mourne, NC

Profile

To provide tuition-free, K-12 classical liberal arts education as a public charter school.

PO Box 491Mount Mourne, NC 28123

www.dogwoodacademy.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.13x

Higher debt load relative to assets than 85% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2025

Liabilities / Revenue

99th percentile

4.81x

Higher debt load relative to revenue than 99% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2025

Net Margin

3rd percentile

-380%

Higher net margin than 3% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

NTEE B • <$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-9.2%

Faster asset growth than 33% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-24%

Faster revenue growth than 27% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$131,692

Down $21,557 (-14%) from 2023

Liabilities

$17,000

No earlier filing loaded for comparison.

Net Assets

Down

$114,692

Down $38,557 (-25%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$3,535

Down $123,007 (-97%) from 2023

Expenses

Down

$16,952

Down $78,441 (-82%) from 2023

Net Income

Down

-$13,417

Down $44,566 (-143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$200K$150K$100K$50K$0Assets 2023: $153,249Net Assets 2023: $153,2492023Assets 2025: $131,692Liabilities 2025: $17,000Net Assets 2025: $114,6922025

Highlighted filing

2025

Assets$131,692
Liabilities$17,000
Net Assets$114,692
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2023: $126,542Expenses 2023: $95,393Net Income 2023: $31,1492023Revenue 2025: $3,535Expenses 2025: $16,952Net Income 2025: -$13,4172025

Highlighted filing

2025

Revenue$3,535
Expenses$16,952
Net Income-$13,417
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$131,692
Liabilities
$17,000
Net assets
$114,692
Revenue
$3,535
Expenses
$16,952
Net income
-$13,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.17$1.15$0.04$0.17$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.27$0.95$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$3,535
Mission and Program Overview

Mission

To provide tuition-free, K-12 classical liberal arts education as a public charter school.

Program Services

DescriptionGrantsExpenses
The board of directors has suspended efforts to become a tuition free, public charter school but remains committed to classical education and continues to pursue other opportunities which align with Dogwood's vision and mission.The board envisions a school that follows the Classical Education structure and a curriculum in Western Civilization taught in small classes by specially selected and trained teachers. The students will absorb moral virtues of good and evil through stories of heroes and villains that have passed down through our cultural heritage. They will learn to appreciate Americas founding principles with the gifts and responsibilities that those principles bring to citizens' lives. The School aims to instill the love of beauty, the necessity of virtue, and the reward of wisdom that will enable its students to live productive and prosperous lives in service to their communities and nation. With a strong Dogwood Classical Academy foundation, students will be ready with the facts, skills, and moral values to succeed in their later education.-$5,490
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy ShetlerChairPT$0--
Amy GranataVice ChairPT$0--
Gina BehrensDirector-$0--
Greg FornshellTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dogwood Classical Academy Inc
EIN
83-4444010
Phone
7045764268
Address
PO Box 491, Mount Mourne, NC 28123

Signing Officer

Name
Amy Shetler
Title
Chair
Signed
2025-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Bearmancpa Pllc
Address
124 Cavalier Dr, WILMINGTON, NC 28403
Preparer
Nigel Bearman
Phone
9105080630
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1240”

Other Expenses.1005

“Travel $2970”

Other Expenses.1012

“Insurance $2256”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $5000”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $17000 Unsecured Notes and Loans Payable - Ending $17000”

Raw XML Appendix141 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mount Mourne
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028123
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Granata
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05000
IRS990EZ/OtherExpensesTotalAmt06466
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The board of directors has suspended efforts to become a tuition free, public charter school but remains committed to classical education and continues to pursue other opportunities which align with Dogwood's vision and mission.The board envisions a school that follows the Classical Education structure and a curriculum in Western Civilization taught in small classes by specially selected and trained teachers. The students will absorb moral virtues of good and evil through stories of heroes and villains that have passed down through our cultural heritage. They will learn to appreciate Americas founding principles with the gifts and responsibilities that those principles bring to citizens' lives. The School aims to instill the love of beauty, the necessity of virtue, and the reward of wisdom that will enable its students to live productive and prosperous lives in service to their communities and nation. With a strong Dogwood Classical Academy foundation, students will be ready with the facts, skills, and moral values to succeed in their later education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05490
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016952
IRS990EZ/TotalProgramServiceExpensesAmt05490
IRS990EZ/TotalRevenueAmt03535
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.dogwoodacademy.org
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $2970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Unsecured Notes and Loans Payable - Beginning $17000 Unsecured Notes and Loans Payable - Ending $17000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1008
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
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ReturnHeader/Filer/BusinessNameControlTxt0DOGW
ReturnHeader/Filer/EIN0834444010
ReturnHeader/Filer/PhoneNum07045764268
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 491
ReturnHeader/Filer/USAddress/CityNm0Mount Mourne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028403
ReturnHeader/PreparerPersonGrp/PhoneNum09105080630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nigel Bearman
ReturnHeader/ReturnTs02025-12-02T06:24:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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