Civic Intelligence

Shepherd Elementry PTO

990EZ • Fiscal year 2023 • EIN 20-0622642

Aug 01, 2022 to Jul 31, 2023 • Filed on May 03, 2024

Organization ProfileN/A
1748 Charlotte HighwayMooresville, NC 28115

(704) 574-8337

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.00x

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Net Margin

50th percentile

8.6%

Higher net margin than 50% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Asset Growth

94th percentile

71%

Faster asset growth than 94% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

58%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$25,859

Up $10,772 (+71%) from 2022

Net Assets

Up

$25,859

Up $10,772 (+71%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin50th percentile

Revenue

Up

$125,963

Up $46,050 (+58%) from 2022

Expenses

Up

$115,191

Up $38,433 (+50%) from 2022

Net Income

Up

$10,772

Up $7,617 (+241%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$40K$30K$20K$10K$0Assets 2019: $12,252Liabilities 2019: $0Net Assets 2019: $12,2522019Assets 2020: $22,237Liabilities 2020: $0Net Assets 2020: $22,2372020Assets 2021: $11,932Liabilities 2021: $0Net Assets 2021: $11,9322021Assets 2022: $15,087Net Assets 2022: $15,0872022Assets 2023: $25,859Liabilities 2023: $0Net Assets 2023: $25,8592023Assets 2024: $30,983Liabilities 2024: $0Net Assets 2024: $30,9832024

Highlighted filing

2023

Assets$25,859
Liabilities$0
Net Assets$25,859
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $60,123Expenses 2019: $63,411Net Income 2019: -$3,2882019Revenue 2020: $54,851Expenses 2020: $44,866Net Income 2020: $9,9852020Revenue 2021: $48,213Expenses 2021: $58,518Net Income 2021: -$10,3052021Revenue 2022: $79,913Expenses 2022: $76,758Net Income 2022: $3,1552022Revenue 2023: $125,963Expenses 2023: $115,191Net Income 2023: $10,7722023Revenue 2024: $130,023Expenses 2024: $124,899Net Income 2024: $5,1242024

Highlighted filing

2023

Revenue$125,963
Expenses$115,191
Net Income$10,772
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
May 3, 2024
Return Version
2022v5.0
Gross Receipts
$125,963
Mission and Program Overview

Mission

A non-profit supporting the staff/parents/children of shepherd elementary school in mooresville, nc while promoting educational programs through fundraising.

Primary exempt purposefundraising activities for the staff, parents and children of shepherd elementary.

Program Services

DescriptionGrantsExpenses
FUNDRAISING ACTIVITIES FOR THE STAFF, PARENTS AND CHILDREN OF SHEPHERD ELEMENTARY.$0$115,941
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA BUCHERPresidentPT$0--
AMANDA OATESPresidentPT$0--
AMANDA OATESVice-PresidentPT$0--
ASHLEY PETERSVice-PresidentPT$0--
AMANDA CAINTreasurerPT$0--
JOHNATHAN GREERTreasurerPT$0--
AMBER WOODCo-TreasurerPT$0--
JOHNATHAN GREERSecretaryPT$0--
KAYLA PSAOSSecretaryPT$0--
ASHLEY PETERSVolunteer CoordinatorPT$0--
CAITLYN ADAMSVolunteer CoordinatorPT$0--
CINDY BROTHERTONStaff Appreciation CoordinatorPT$0--
Filing and Contact Details

Filer

Filer Name
Shepherd Elementary Pto Inc
EIN
20-0622642
Phone
7045748337
Address
1748 CHARLOTTE HIGHWAY, MOORESVILLE, NC 28115

Signing Officer

Name
Johnathan Greer
Title
Treasurer
Phone
7045748337
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Jay B Maready CPA Pa
Address
1508 MILITARY CUTOFF ROAD STE 306, WILMINGTON, NC 28403
Phone
9102562562
Supplemental Narrative

Additional Explanations

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

“Description: program . Amount: 12,338. Description: fundraising. Amount: 97,734. Description: administrative. Amount: 5,119. Total to form 990-ez, line 16: 115,191.”

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

“Program expenses 12,338 fundraising expenses 97,734 administrative expenses 5,119 total 115,191”

Form 990-ez, Part III, Primary Exempt Purpose

“A non-profit supporting the staff, parents and children of shepherd elementary in moorseville, nc while promoting educational programs through fund raiding.”

Raw XML Appendix206 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANA BUCHER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA OATES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMBER WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHNATHAN GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KAYLA PSAOS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CAITLYN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CINDY BROTHERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11STAFF APPRECIATION COORDINATOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054388
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM . AMOUNT: 12,338. DESCRIPTION: FUNDRAISING. AMOUNT: 97,734. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 5,119. TOTAL TO FORM 990-EZ, LINE 16: 115,191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 12,338 FUNDRAISING EXPENSES 97,734 ADMINISTRATIVE EXPENSES 5,119 TOTAL 115,191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A NON-PROFIT SUPPORTING THE STAFF, PARENTS AND CHILDREN OF SHEPHERD ELEMENTARY IN MOORSEVILLE, NC WHILE PROMOTING EDUCATIONAL PROGRAMS THROUGH FUND RAIDING.
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 III, PRIMARY EXEMPT PURPOSE
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHNATHAN GREER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07045748337
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERD ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0200622642
ReturnHeader/Filer/PhoneNum07045748337
ReturnHeader/Filer/USAddress/AddressLine1Txt01748 CHARLOTTE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223893235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAY B MAREADY CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01508 MILITARY CUTOFF ROAD STE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028403
ReturnHeader/PreparerPersonGrp/PhoneNum09102562562
ReturnHeader/ReturnTs02024-05-14T12:36:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHNATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREER
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,859
Liabilities
$0
Net assets
$25,859
Revenue
$125,963
Expenses
$115,191
Net income
$10,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.30$1.25$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.26$1.15$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.80$0.77$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.48$0.59$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.55$0.45$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.60$0.63$0.03