Civic Intelligence

William R Davie Elementary School Parent Teacher Organization PTO

990EZ • Fiscal year 2012 • EIN 20-0344286

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 06, 2012

Organization Profile
3437 US Highway 601 N27028
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

3rd percentile

-68%

Higher net margin than 3% of similar nonprofits.

2012 filings • NTEE B94 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

8th percentile

-42%

Faster asset growth than 8% of similar nonprofits.

2012 filings • NTEE B94 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

91st percentile

59%

Faster revenue growth than 91% of similar nonprofits.

2012 filings • NTEE B94 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,775

Down $5,656 (-42%) from 2011

Net Assets

Down

$7,775

Down $5,656 (-42%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Up

$8,368

Up $3,093 (+59%) from 2011

Expenses

Up

$14,024

Up $10,433 (+291%) from 2011

Net Income

Down

-$5,656

Down $7,340 (-436%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2012

Assets$7,775
Liabilities-
Net Assets$7,775
Open 2012 Filing

Operations Trend

Revenue Growth91st percentile

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

2012

Revenue$8,368
Expenses$14,024
Net Income-$5,656
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 6, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Support children parents staff of wrd

Filing and Contact Details

Filer

EIN
20-0344286
Raw XML Appendix185 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
CompensationExplanation/Compensation/PersonName0GREG MANSER
CompensationExplanation/Compensation/PersonName1CRYSTAL SHERRILL
CompensationExplanation/Compensation/PersonName2JANET BALL
CompensationExplanation/Compensation/PersonName3HOLLY DZESKEWICZ
CompensationExplanation/Compensation/PersonName4STEPHANIE BAITY
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY012306
IRS990EZ/CashSavingsAndInvestments/EOY07315
IRS990EZ/CostOfGoodsSold02478
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-5656
IRS990EZ/FeesAndOthPymtToIndContractors0263
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome019130
IRS990EZ/GrantsAndSimilarAmountsPaid013761
IRS990EZ/GroProfitLossSalesOfInventory0665
IRS990EZ/GrossReceipts022422
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/GrossSalesOfInventory03143
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome032
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues0117
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY013431
IRS990EZ/NetAssetsOrFundBalancesBOY013431
IRS990EZ/NetAssetsOrFundBalances/EOY07775
IRS990EZ/NetAssetsOrFundBalancesEOY07775
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine103437 US HWY 601 N
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine113437 US HWY 601 N
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine123437 US HWY 601 N
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine133437 US HWY 601 N
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine143437 US HWY 601 N
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0MOCKSVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1MOCKSVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2MOCKSVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3MOCKSVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4MOCKSVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0NC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1NC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2NC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3NC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4NC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode027028
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode127028
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode227028
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode327028
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode427028
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition03.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition23.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition33.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition43.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0GREG MANSER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CRYSTAL SHERRILL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JANET BALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3HOLLY DZESKEWICZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4STEPHANIE BAITY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4ASSISTANT TR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY01125
IRS990EZ/OtherAssetsTotal/EOY0460
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO SUPPORT THE CHILDREN, PARENTS AND STAFF OF WILLIAM R DAVIE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PICNIC SHELTER
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SUMMER SCHOOL PROGRAM
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2FIED TRIP BUS TRANSPORATION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3TEACHER GRANTS AND AR READING CELEBRATIONS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations04493
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations15000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations21499
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations32769
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses04493
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses15000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses21499
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses32769
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses011576
IRS990EZ/SpecialEventsNetIncomeLoss07554
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103437 US HWY 601 N
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MOCKSVILLE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode027028
IRS990EZ/TheBooksAreInCareOf/NamePerson0STEPHANIE BAITY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03363913410
IRS990EZ/TotalAssets/BOY013431
IRS990EZ/TotalAssets/EOY07775
IRS990EZ/TotalExpenses014024
IRS990EZ/TotalProgramServiceExpenses013761
IRS990EZ/TotalRevenue08368
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts013760
IRS990ScheduleA/SupportedOrgInformation/Amount013760
IRS990ScheduleA/SupportedOrgInformation/EIN0566001019
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10WILLIAM R DAVIE ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine20WILLIAM R DAVIE ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization06
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents011576
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1012134
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent206996
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal019130
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1012134
IRS990ScheduleG/EventsInformation/GrossRevenueEvent206996
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents019130
IRS990ScheduleG/EventsInformation/NameOfEvent10OTHER FUNDRAISI
IRS990ScheduleG/EventsInformation/NameOfEvent20BOOK FAIR
IRS990ScheduleG/EventsInformation/NetIncomeSummary07554
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent105743
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent205833
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents011576
IRS990ScheduleO/GeneralExplanation/Explanation0INVENTORIES FOR SALE OR USE 1,125 460 TOTAL 1,125 460
IRS990ScheduleO/GeneralExplanation/Explanation1TO SUPPORT THE CHILDREN, PARENTS AND STAFF OF WILLIAM R DAVIE ELEMENTARY SCHOOL.
IRS990ScheduleO/GeneralExplanation/Explanation2TEACHER GRANTS AND AR READING CELEBRATIONS
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0200344286
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM R DAVIE
ReturnHeader/Filer/Name/BusinessNameLine20ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone03363913410
ReturnHeader/Filer/USAddress/AddressLine103437 US HIGHWAY 601 N
ReturnHeader/Filer/USAddress/City0MOCKSVILLE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027028
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-06
ReturnHeader/Officer/Name0HOLLY DZESKEWICZ
ReturnHeader/Officer/Phone03363913410
ReturnHeader/Officer/Title0ASSISTANT TREASURER
ReturnHeader/Preparer/DatePrepared02012-11-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DAVID SCHEUMANN CPA PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10123 NC HIGHWAY 801 S C-300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ADVANCE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0270067645
ReturnHeader/Preparer/Name0DAVID SCHEUMANN CPA
ReturnHeader/Preparer/Phone03369405589
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-12T16:29:06-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,775
Liabilities
-
Net assets
$7,775
Revenue
$8,368
Expenses
$14,024
Net income
-$5,656
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