Civic Intelligence

Fairview PTO

EIN 04-3708254 • 501(c)3 • Monroe, NC

Profile

Support for Faculty, Teachers, Parents Students

110 Clontz RoadMonroe, NC 28110

www.fvespto.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

NTEE B112 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.00x

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

NTEE B112 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

NTEE B112 • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

NTEE B112 • <$500k nonprofits • Source year 2020

Asset Growth

69th percentile

19%

Faster asset growth than 69% of similar nonprofits.

NTEE B112 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-10%

Faster revenue growth than 36% of similar nonprofits.

NTEE B112 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$44,220

Up $6,942 (+19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$44,220

Up $6,942 (+19%) from 2019

Operations
Liabilities / Revenue90th percentileNet Margin79th percentile

Revenue

Down

$37,214

Down $4,165 (-10%) from 2019

Expenses

Down

$29,171

Down $15,394 (-35%) from 2019

Net Income

Up

$8,043

Up $11,229 (+352%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$60K$40K$20K$0Assets 2011: $7,527Liabilities 2011: $02011Assets 2012: $9,516Liabilities 2012: $02012Assets 2013: $24,195Liabilities 2013: $02013Assets 2014: $29,164Liabilities 2014: $02014Assets 2015: $38,365Liabilities 2015: $02015Assets 2016: $1Liabilities 2016: $02016Assets 2018: $40,464Liabilities 2018: $02018Assets 2019: $37,278Liabilities 2019: $0Net Assets 2019: $37,2782019Assets 2020: $44,220Liabilities 2020: $0Net Assets 2020: $44,2202020

Highlighted filing

2020

Assets$44,220
Liabilities$0
Net Assets$44,220
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $32,182Expenses 2011: $37,776Net Income 2011: -$5,5942011Revenue 2012: $32,514Expenses 2012: $30,526Net Income 2012: $1,9882012Revenue 2013: $32,963Expenses 2013: $18,284Net Income 2013: $14,6792013Revenue 2014: $20,188Expenses 2014: $15,219Net Income 2014: $4,9692014Revenue 2015: $9,200Expenses 2015: $0Net Income 2015: $9,2002015Revenue 2016: $6,580Expenses 2016: $0Net Income 2016: $6,5802016Revenue 2018: $32,429Expenses 2018: $19,253Net Income 2018: $13,1762018Revenue 2019: $41,379Expenses 2019: $44,565Net Income 2019: -$3,1862019Revenue 2020: $37,214Expenses 2020: $29,171Net Income 2020: $8,0432020

Highlighted filing

2020

Revenue$37,214
Expenses$29,171
Net Income$8,043
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,220
Liabilities
$0
Net assets
$44,220
Revenue
$37,214
Expenses
$29,171
Net income
$8,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$37.2$29.2$8.04
2019Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$41.4$44.6$3.19
2018Summary only. Only limited summary data is available for this year.$40.5$0.00$32.4$19.3$13.2
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$6.58$0.00$6.58
2015Summary only. Only limited summary data is available for this year.$38.4$0.00$9.20$0.00$9.20
2014Summary only. Only limited summary data is available for this year.$29.2$0.00$20.2$15.2$4.97
2013Summary only. Only limited summary data is available for this year.$24.2$0.00$33.0$18.3$14.7
2012Summary only. Only limited summary data is available for this year.$9.52$0.00$32.5$30.5$1.99
2011Summary only. Only limited summary data is available for this year.$7.53$0.00$32.2$37.8$5.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.1
Gross Receipts
$57,748
Mission and Program Overview

Mission

Support for Faculty, Teachers, Parents Students

Program Services

DescriptionGrantsExpenses
The FVES PTO each year works to give and encourage technology in the classroom. FVES is trying to get STEM accreditation and the PTO helps supplies much needed hands on activities and supplies.-$14,743
Staff Hospitality Enrichment - Activities and services to assist in helping with staff morale and supplement needs in the classrooms and other areas of the school.-$6,408
Student Hospitality - Activities and celebrations that the whole school can participate in. This program puts on events such as the fall holiday celebration, field day, grade parent coordination, and others. 350 persons benefited.-$1,012
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Morgan PoplinPresidentPT$0--
Jaimi SchusterVice-PresidentPT$0--
Emily DilworthTreasurerPT$0--
Leah JordanSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raise Craze$21,027$21,027$1,592$19,435
Flower Sale$6,108$6,108$4,639$1,469
Total Events$44,695$44,695$17,140$27,555
Filing and Contact Details

Filer

Filer Name
Fairview PTO
EIN
04-3708254
Phone
7042924643
Address
110 Clontz Road, Monroe, NC 28110

Signing Officer

Name
Emily Dilworth
Title
Treasurer
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
1321 Murfreesboro Pike Ste 610, Nashville, TN 37217
Preparer
William G McRay
Phone
6153619445
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 233”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Fees 75”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fines, Penalties, Judgements 3,100”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program Expense Staff Hospitality Enrichment 6,997”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program Expense Student Hospitality 1,951”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program Expense Technology Expansion 14,220”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program Expense Water Bottle Filler 461”

Form 990-EZ, Part I, Line 16, Other Expenses

“Volunteer Appreciation 325”

Form 990-EZ, Part I, Line 16, Other Expenses

“Information Technology 335”

Form 990-EZ, Part I, Line 16, Other Expenses

“Miscellaneous 85”

Form 990-EZ, Part I, Line 20, Net Assets

“The previously reported ending cash balance was overstated by 1,011 -1,101”

Raw XML Appendix176 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/PersonNm0Emily Dilworth
IRS990EZ/BooksInCareOfDetail/PhoneNum07042924643
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05655 Sugar and Wine Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037278
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08741
IRS990EZ/CostOfGoodsSoldAmt03394
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08043
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037278
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044220
IRS990EZ/FundraisingGrossIncomeAmt044694
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0531
IRS990EZ/GrossReceiptsAmt057748
IRS990EZ/GrossSalesOfInventoryAmt03925
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0388
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037278
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037278
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1007.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3007.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Morgan Poplin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jaimi Schuster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Dilworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leah Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1101
IRS990EZ/OtherExpensesTotalAmt027782
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support for Faculty, Teachers, Parents Students
IRS990EZ/PrintingPublicationsPostageAmt0489
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Staff Hospitality Enrichment - Activities and services to assist in helping with staff morale and supplement needs in the classrooms and other areas of the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Hospitality - Activities and celebrations that the whole school can participate in. This program puts on events such as the fall holiday celebration, field day, grade parent coordination, and others. 350 persons benefited.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The FVES PTO each year works to give and encourage technology in the classroom. FVES is trying to get STEM accreditation and the PTO helps supplies much needed hands on activities and supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06408
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11012
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214743
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017140
IRS990EZ/SpecialEventsNetIncomeLossAmt027554
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt029171
IRS990EZ/TotalProgramServiceExpensesAmt022163
IRS990EZ/TotalRevenueAmt037214
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.fvespto.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt073690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0299679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt0299679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt073690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040464
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092860
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0299679
IRS990ScheduleA/TotalSupportAmt0299687
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017140
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Raise Craze
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Flower Sale
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021027
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06108
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021027
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06108
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044695
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027555
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02129
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02129
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08780
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015011
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01592
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fines, Penalties, Judgements 3,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expense Staff Hospitality Enrichment 6,997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Expense Student Hospitality 1,951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Expense Technology Expansion 14,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Expense Water Bottle Filler 461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Volunteer Appreciation 325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Information Technology 335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous 85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10The previously reported ending cash balance was overstated by 1,011 -1,101
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Emily Dilworth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fairview PTO
ReturnHeader/Filer/BusinessNameControlTxt0FAIR
ReturnHeader/Filer/EIN0043708254
ReturnHeader/Filer/PhoneNum07042924643
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 Clontz Road
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01321 Murfreesboro Pike Ste 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037217
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G McRay
ReturnHeader/ReturnTs02021-05-17T07:35:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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