Nonprofit · EIN 11-3688272
SWAIN COMMUNITY EDUCATION FOUNDATION INC
Tax-exempt · BRYSON CITY, NC 28713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $94,468 | $102,269 | -$7,801 | $3,177,161 | $2,173,475 | $1,003,686 |
| June 30, 2024 | 990 | $255,641 | $160,731 | $94,910 | $3,233,613 | $2,222,126 | $1,011,487 |
| June 30, 2023 | 990 | $138,643 | $158,915 | -$20,272 | $3,186,225 | $2,269,648 | $916,577 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,087
- Program service revenue
- $68,381
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $98,139
- Program services (functional)
- $102,269
Balance sheet and other
- Total assets, start of year
- $3,233,613
- Total assets, end of year
- $3,177,161
- Total liabilities, end of year
- $2,173,475
- Net assets, end of year
- $1,003,686
- Land, buildings and equipment
- $2,665,043
- Net assets without donor restrictions
- $1,003,686
- Gross receipts
- $94,468
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Tracy Wharton | Director of Student Services/Accountability Trustee or director, Officer | 2 | $0 | $72,210 |
| Crim Bassett | Director of HR and Operations Trustee or director | 2 | $0 | $68,922 |
| Billie Clemens | Director of Teaching/Learning Trustee or director, Officer | 2 | $0 | $63,730 |
| Carter Petty | CFO Trustee or director, Officer | 2 | $0 | $20,450 |
| Dr Dan Mackey | Physician Trustee or director, Officer | 2 | $0 | $0 |
| Jen Pearson | Chair Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Crim Bassett | Board Member Trustee or director | 2 | $0 | $66,917 |
| Tracy Wharton | Treasurer Trustee or director, Officer | 2 | $0 | $65,605 |
| Billie Clemens | Secretary Trustee or director, Officer | 2 | $0 | $60,565 |
| Carter Petty | Chair/Treasurer Trustee or director, Officer | 2 | $0 | $29,319 |
| Dr Dan Mackey | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Jen Pearson | Board Member Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Crim Bassett | Board Member Trustee or director | 2 | $0 | $61,261 |
| Billie Clemens | Secretary Trustee or director, Officer | 2 | $0 | $54,415 |
| Tracy Wharton | Treasurer Trustee or director, Officer | 2 | $0 | $54,382 |
| Carter Petty | Chair/Treasurer Trustee or director, Officer | 2 | $0 | $53,860 |
| Dr Dan Mackey | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Jen Pearson | Board Member Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 890 JENKINS BRANCH RD N, BRYSON CITY, NC 28713-4514
- In care of
- % CARTER PETTY
- Principal officer (990 for 2024)
- Tracy Wharton, PO Box 516, Bryson City, NC 28713
- Signed the 990
- Tracy Wharton, Treasurer
- Phone
- (828) 488-1222
- Return prepared by
- Rebekah Barr CPA PC
Mission
Support Mountain Discovery Charter School.
Program accomplishments
- Support ongoing programs for the School.Expenses $102,269 · revenue $94,468
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 11-3688272
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $3,177,161
- Income (IRS master file)
- $94,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $94,468 | $102,269 | $3,177,161 | XML |
| 990 | June 2024 | $255,641 | $160,731 | $3,233,613 | XML |
| 990 | June 2023 | $138,643 | $158,915 | $3,186,225 | XML |
| 990 | June 2022 | $128,378 | $182,893 | $3,256,397 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3688272).
Questions about SWAIN COMMUNITY EDUCATION FOUNDATION INC
- What is the EIN of SWAIN COMMUNITY EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of SWAIN COMMUNITY EDUCATION FOUNDATION INC is 11-3688272.
- Is SWAIN COMMUNITY EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SWAIN COMMUNITY EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SWAIN COMMUNITY EDUCATION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SWAIN COMMUNITY EDUCATION FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWAIN COMMUNITY EDUCATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SWAIN COMMUNITY EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Tracy Wharton.
- Who are the officers and directors of SWAIN COMMUNITY EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SWAIN COMMUNITY EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $94,468, expenses of $102,269 and total assets of $3,177,161 at year end.
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