Civic Intelligence

William R Davie Elementary School PTO

EIN 20-0344286 • 501(c)3

Profile

Support children parents staff of wrd

3437 US Highway 601 North27028
Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

NTEE B94 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

0.00x

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

NTEE B94 • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2014

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE B94 • <$500k nonprofits • Source year 2014

Asset Growth

91st percentile

80%

Faster asset growth than 91% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

266%

Faster revenue growth than 97% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$16,575

Up $7,364 (+80%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$16,575

Up $7,364 (+80%) from 2013

Operations
Liabilities / Revenue89th percentileNet Margin84th percentile

Revenue

Up

$20,805

Up $15,122 (+266%) from 2013

Expenses

Up

$12,785

Up $8,537 (+201%) from 2013

Net Income

Up

$8,020

Up $6,585 (+459%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $13,431Net Assets 2011: $13,4312011Assets 2012: $7,775Net Assets 2012: $7,7752012Assets 2013: $9,211Net Assets 2013: $9,2112013Assets 2014: $16,575Liabilities 2014: $0Net Assets 2014: $16,5752014

Highlighted filing

2014

Assets$16,575
Liabilities$0
Net Assets$16,575
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $5,275Expenses 2011: $3,591Net Income 2011: $1,6842011Revenue 2012: $8,368Expenses 2012: $14,024Net Income 2012: -$5,6562012Revenue 2013: $5,683Expenses 2013: $4,248Net Income 2013: $1,4352013Revenue 2014: $20,805Expenses 2014: $12,785Net Income 2014: $8,0202014

Highlighted filing

2014

Revenue$20,805
Expenses$12,785
Net Income$8,020
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,575
Liabilities
$0
Net assets
$16,575
Revenue
$20,805
Expenses
$12,785
Net income
$8,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$20.8$12.8$8.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.21$9.21$5.68$4.25$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.78$7.78$8.37$14.0$5.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$13.4$5.28$3.59$1.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 16, 2014
Return Version
2013v3.1
Gross Receipts
$46,786
Mission and Program Overview

Mission

Support children parents staff of wrd

Program Services

DescriptionGrantsExpenses
TEACHER GRANTS & STAFF APPRECIATION-$4,234
SCHOOL BEAUTIFICATION AND CAPITAL PROJECTS$2,324$3,770
TRANSPORTATION-$1,967
Other program services-$201
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRYSTAL SHERRILLPresident-$0--
HOLLY DZESKEWICZTreasurer-$0--
STEPHANIE BAITYVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,258$21,258$15,800$5,458
Event 2$7,882$7,882$5,558$2,324
Total Events$36,968$36,968$22,158$14,810
Filing and Contact Details

Filer

EIN
20-0344286

Signing Officer

Name
Holly Dzeskewicz
Title
Treasurer
Signed
2014-09-16
Discuss with paid preparer
Yes

Preparer

Preparer
Allan Newsom
Phone
3367512374
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmiscellaneous income 45”

List of grants and similar amounts paid Part I line 10

“Activity the support of students & staff grantee william r davie elementary school street 3437 us highway 601 north city, state, zip mocksville, nc 27028amount 2,324”

Description of other expenses Part I line 16

“Description amountmiscellaneous 12office expense & supplies 127school beautification 3,770staff appreciation 854student outreach & recognition 201teacher grants 3,380transportation 1,967”

Other changes in net assets or fund balances Part I line 20

“Description amountprior period adjustment (656)”

Description of other assets Part II line 24

“Category beginning of year end of yearinventory 608 1,884”

Other program services Part III line 31

“Student outreach & recognition”

Raw XML Appendix166 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/PersonNm0HOLLY DZESKEWICZ
IRS990EZ/BooksInCareOfDetail/PhoneNum03364925421
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103437 US HIGHWAY 601 NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/City0MOCKSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01308
IRS990EZ/CostOfGoodsSoldAmt0745
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08020
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016575
IRS990EZ/FundraisingGrossIncomeAmt044766
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02324
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-380
IRS990EZ/GrossReceiptsAmt046786
IRS990EZ/GrossSalesOfInventoryAmt0365
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt037
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0265
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09211
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016575
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016575
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRYSTAL SHERRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLY DZESKEWICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE BAITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0608
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01884
IRS990EZ/OtherChangesInNetAssetsAmt0-656
IRS990EZ/OtherExpensesTotalAmt010311
IRS990EZ/OtherRevenueTotalAmt045
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CHILDREN PARENTS STAFF OF WRD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER GRANTS & STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL BEAUTIFICATION AND CAPITAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TRANSPORTATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02324
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04234
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13770
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21967
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3201
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025236
IRS990EZ/SpecialEventsNetIncomeLossAmt019530
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012785
IRS990EZ/TotalProgramServiceExpensesAmt010172
IRS990EZ/TotalRevenueAmt020805
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001019
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02324
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10WILLIAM R DAVIE ELEM SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02324
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022158
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036968
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014810
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015800
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05558
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS INCOME 45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY THE SUPPORT OF STUDENTS & STAFF GRANTEE WILLIAM R DAVIE ELEMENTARY SCHOOL STREET 3437 US HIGHWAY 601 NORTH CITY, STATE, ZIP MOCKSVILLE, NC 27028AMOUNT 2,324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMISCELLANEOUS 12OFFICE EXPENSE & SUPPLIES 127SCHOOL BEAUTIFICATION 3,770STAFF APPRECIATION 854STUDENT OUTREACH & RECOGNITION 201TEACHER GRANTS 3,380TRANSPORTATION 1,967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTPRIOR PERIOD ADJUSTMENT (656)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 608 1,884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STUDENT OUTREACH & RECOGNITION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other program services Part III line 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY DZESKEWICZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM R DAVIE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0200344286
ReturnHeader/Filer/USAddress/AddressLine103437 US HIGHWAY 601 NORTH
ReturnHeader/Filer/USAddress/City0MOCKSVILLE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561283928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10J LARRY LEDFORD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10P O BOX 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MOCKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0270280605
ReturnHeader/PreparerPersonGrp/PhoneNum03367512374
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN NEWSOM
ReturnHeader/ReturnTs02014-10-14T16:10:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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