Civic Intelligence

Dogwood Classical Academy

990EZ • Fiscal year 2025 • EIN 83-4444010

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 02, 2025

Organization Profilewww.dogwoodacademy.org
PO Box 491Mount Mourne, NC 28123

(704) 576-4268

Siviq Scores

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

Liabilities / Assets

86th percentile

0.13x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

100th percentile

4.81x

Higher debt load relative to revenue than 100% of similar nonprofits.

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

Net Margin

2nd percentile

-380%

Higher net margin than 2% of similar nonprofits.

2025 filings • 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.

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

Asset Growth

31st percentile

-9.2%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$131,692

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

Net Assets

Down

$114,692

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

Liabilities

$17,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd 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

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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 Growth21st percentile

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Amy Shetler
IRS990EZ/BooksInCareOfDetail/PhoneNum07045764268
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 491
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mount Mourne
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0145109
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0126692
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13417
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010486
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145109
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131692
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt03535
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03535
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0128109
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114692
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0128109
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114692
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Shetler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Granata
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gina Behrens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Greg Fornshell
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
IRS990EZ/PrimaryExemptPurposeTxt0To provide tuition-free, K-12 classical liberal arts education as a public charter school.
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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Shetler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dogwood Classical Academy Inc
ReturnHeader/Filer/BusinessNameControlTxt0DOGW
ReturnHeader/Filer/EIN0834444010
ReturnHeader/Filer/PhoneNum07045764268
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 491
ReturnHeader/Filer/USAddress/CityNm0Mount Mourne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028123
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEARMANCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 Cavalier Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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