Civic Intelligence

William R Davie Elementary School Parent Teacher Organization PTO

990EZ • Fiscal year 2013 • EIN 20-0344286

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 25, 2013

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2013 filings • NTEE B94 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

67th percentile

18%

Faster asset growth than 67% of similar nonprofits.

2013 filings • NTEE B94 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

14th percentile

-32%

Faster revenue growth than 14% of similar nonprofits.

2013 filings • NTEE B94 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,211

Up $1,436 (+18%) from 2012

Net Assets

Up

$9,211

Up $1,436 (+18%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Down

$5,683

Down $2,685 (-32%) from 2012

Expenses

Down

$4,248

Down $9,776 (-70%) from 2012

Net Income

Up

$1,435

Up $7,091 (+125%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2013

Assets$9,211
Liabilities-
Net Assets$9,211
Open 2013 Filing

Operations Trend

Revenue Growth14th 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

2013

Revenue$5,683
Expenses$4,248
Net Income$1,435
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 25, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

Support children parents staff of wrd

Filing and Contact Details

Filer

EIN
20-0344286
Raw XML Appendix154 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/PersonName0CRYSTAL SHERRILL
CompensationExplanation/Compensation/PersonName1JANET BALL
CompensationExplanation/Compensation/PersonName2HOLLY DZESKEWICZ
CompensationExplanation/Compensation/PersonName3STEPHANIE BAITY
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY07316
IRS990EZ/CashSavingsAndInvestments/EOY08603
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear01435
IRS990EZ/FeesAndOthPymtToIndContractors0409
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome020532
IRS990EZ/GrantsAndSimilarAmountsPaid03839
IRS990EZ/GrossReceipts020741
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome021
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues0188
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY07776
IRS990EZ/NetAssetsOrFundBalancesBOY07776
IRS990EZ/NetAssetsOrFundBalances/EOY09211
IRS990EZ/NetAssetsOrFundBalancesEOY09211
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition03.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition23.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition33.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CRYSTAL SHERRILL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JANET BALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2HOLLY DZESKEWICZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3STEPHANIE BAITY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE PRESIDE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0460
IRS990EZ/OtherAssetsTotal/EOY0608
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO SUPPORT THE CHILDREN, PARENTS AND STAFF OF WILLIAM R DAVIE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FIELD TRIP BUS TRANSPORTAION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1TEACHER GRANTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2STAFF APPRECIATION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3AR READING AND DARE PROGRAMS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations01441
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations11463
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations2644
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations3291
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses01441
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses11463
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses2644
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses3291
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses015058
IRS990EZ/SpecialEventsNetIncomeLoss05474
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/BOY07776
IRS990EZ/TotalAssets/EOY09211
IRS990EZ/TotalExpenses04248
IRS990EZ/TotalProgramServiceExpenses03839
IRS990EZ/TotalRevenue05683
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts03839
IRS990ScheduleA/SupportedOrgInformation/Amount03839
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/DirectExpenseSummaryEvents05248
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent107446
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal07446
IRS990ScheduleG/EventsInformation/GrossRevenueEvent107446
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents07446
IRS990ScheduleG/EventsInformation/NameOfEvent10SCHOOL STORE
IRS990ScheduleG/EventsInformation/NetIncomeSummary02198
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent105248
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents05248
IRS990ScheduleO/GeneralExplanation/Explanation0INVENTORIES FOR SALE OR USE 460 608 TOTAL 460 608
IRS990ScheduleO/GeneralExplanation/Explanation1TO SUPPORT THE CHILDREN, PARENTS AND STAFF OF WILLIAM R DAVIE ELEMENTARY SCHOOL.
IRS990ScheduleO/GeneralExplanation/Explanation2AR READING AND DARE PROGRAMS
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/BuildTS02015-11-30 17:44:51Z
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/DateSigned02013-10-25
ReturnHeader/Officer/Name0HOLLY DZESKEWICZ
ReturnHeader/Officer/Phone03363913410
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-10-29
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/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-01T09:35:59-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,211
Liabilities
-
Net assets
$9,211
Revenue
$5,683
Expenses
$4,248
Net income
$1,435
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