Civic Intelligence

Shepherd Elementary PTO

990EZ • Fiscal year 2019 • EIN 20-0622642

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 07, 2019

Organization ProfileN/A
1748 Charlotte HighwayMooresville, NC 28115

(704) 664-2582

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

30th percentile

-5.5%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

$12,252

No earlier filing loaded for comparison.

Net Assets

$12,252

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin30th percentile

Revenue

$60,123

No earlier filing loaded for comparison.

Expenses

$63,411

No earlier filing loaded for comparison.

Net Income

-$3,288

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$12,252
Liabilities$0
Net Assets$12,252
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$60,123
Expenses$63,411
Net Income-$3,288
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$60,123
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.

Program Services

DescriptionGrantsExpenses
FUNDRAISING ACTIVITIES FOR THE STAFF/PARENTS/CHILDREN OF SHEPHERD ELEMENTARY$0$63,410
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE LIPSHULTZPresidentPT$0--
DEBI HAZYVice PresidentPT$0--
TIFFANY CALDWELLSecretaryPT$0--
ASHLEY DUTYVolunteer CoordinatorPT$0--
Filing and Contact Details

Filer

Filer Name
Shepherd Elementary Pto
EIN
20-0622642
Phone
7046642582
Address
1748 CHARLOTTE HIGHWAY, MOORESVILLE, NC 28115

Signing Officer

Name
Katie Lipshultz
Title
Board Member
Phone
7046642582
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Moose Martin Haynes & Lundy Pa
Address
PO BOX 1308, STATESVILLE, NC 28687
Preparer
Scott C Haynes
Phone
7048727441
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: corporate contributions. Amount: 55. Description: miscellaneous revenue. Amount: 95. Total to form 990-ez, line 8: 150.”

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

“Description: fundraising expenses. Amount: 36,221. Description: meals and entertainment. Amount: 570. Description: maintenance and support of school property. Amount: 24,358. Description: staff development. Amount: 222. Description: staff appreciation. Amount: 1,650. Total to form 990-ez, line 16: 63,021.”

Raw XML Appendix147 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0KATIE LIPSHULTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07046642582
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01748 CHARLOTTE HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOORESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015540
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012252
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt059973
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-3288
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt060123
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015540
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012252
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015540
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012252
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE LIPSHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBI HAZY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIFFANY CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY DUTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063021
IRS990EZ/OtherRevenueTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0A NON-PROFIT SUPPORTING THE STAFF/PARENTS/CHILDREN OF SHEPHERD ELEMENTARY SCHOOL IN MOORESVILLE, NC WHILE PROMOTING EDUCATIONAL PROGRAMS THROUGH FUNDRAISING.
IRS990EZ/PrintingPublicationsPostageAmt0390
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING ACTIVITIES FOR THE STAFF/PARENTS/CHILDREN OF SHEPHERD ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063410
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063411
IRS990EZ/TotalProgramServiceExpensesAmt063410
IRS990EZ/TotalRevenueAmt060123
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2018 AMOUNT: $ 95.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060028
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt095
IRS990ScheduleA/OtherIncome509Grp/TotalAmt095
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt060028
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060028
IRS990ScheduleA/Total509Grp/TotalAmt060028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060123
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CORPORATE CONTRIBUTIONS. AMOUNT: 55. DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 95. TOTAL TO FORM 990-EZ, LINE 8: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 36,221. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 570. DESCRIPTION: MAINTENANCE AND SUPPORT OF SCHOOL PROPERTY. AMOUNT: 24,358. DESCRIPTION: STAFF DEVELOPMENT. AMOUNT: 222. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 1,650. TOTAL TO FORM 990-EZ, LINE 16: 63,021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE LIPSHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046642582
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0200622642
ReturnHeader/Filer/PhoneNum07046642582
ReturnHeader/Filer/USAddress/AddressLine1Txt01748 CHARLOTTE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0660A74E96B28595020A2E334B9204F7C0815AF13
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04F36ADFDC4F8BC56E5E37D1270CCF0B7462888E1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.176.194
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:37:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561526593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOOSE MARTIN HAYNES & LUNDY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028687
ReturnHeader/PreparerPersonGrp/PhoneNum07048727441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT C HAYNES
ReturnHeader/ReturnTs02019-11-07T13:37:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,252
Liabilities
$0
Net assets
$12,252
Revenue
$60,123
Expenses
$63,411
Net income
-$3,288
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