Civic Intelligence

Shepherd Elementary PTO

990EZ • Fiscal year 2021 • EIN 20-0622642

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 07, 2021

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

53rd percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-12%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$11,932

Down $10,305 (-46%) from 2020

Net Assets

Down

$11,932

Down $10,305 (-46%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin18th percentile

Revenue

Down

$48,213

Down $6,638 (-12%) from 2020

Expenses

Up

$58,518

Up $13,652 (+30%) from 2020

Net Income

Down

-$10,305

Down $20,290 (-203%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2021

Assets$11,932
Liabilities$0
Net Assets$11,932
Open 2021 Filing

Operations Trend

Revenue Growth36th 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

2021

Revenue$48,213
Expenses$58,518
Net Income-$10,305
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 7, 2021
Return Version
2020v4.1
Gross Receipts
$48,213
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$58,518
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE LIPSHULTZPresidentPT$0--
DEBI HAZYVice PresidentPT$0--
AMANDA OATESSecretaryPT$0--
ASHLEY DUTYVolunteer CoordinatorPT$0--
AMANDA CAINTreasurerPT$0--
NICLOE MERCHANTRoom Parent 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
2021-12-07
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: special events. Amount: 1,101. Description: miscellaneous revenue. Amount: 79. Total to form 990-ez, line 8: 1,180.”

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

“Description: program service fees. Amount: 8,836. Description: training. Amount: 498. Description: maintenance and support of school property. Amount: 5,223. Description: operations-books, supplies and operations. Amount: 35,619. Description: other costs. Amount: 2,537. Description: business expenses. Amount: 5,310. Total to form 990-ez, line 16: 58,023.”

Raw XML Appendix165 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
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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/BOYAmt022237
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011932
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-10305
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt011932
IRS990EZ/GrossReceiptsAmt048213
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022237
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011932
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022237
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011932
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE LIPSHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBI HAZY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA OATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY DUTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICLOE MERCHANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ROOM PARENT COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt058023
IRS990EZ/OtherRevenueTotalAmt01180
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING ACTIVITIES FOR THE STAFF/PARENTS/CHILDREN OF SHEPHERD ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058518
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/TotalExpensesAmt058518
IRS990EZ/TotalProgramServiceExpensesAmt058518
IRS990EZ/TotalRevenueAmt048213
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2018 AMOUNT: $ 95. 2019 AMOUNT: $ 462. 2020 AMOUNT: $ 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0162629
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0462
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt095
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0557
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportPY509Pct00.99520
IRS990ScheduleA/PublicSupportTotal509Amt0162629
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060028
IRS990ScheduleA/Total509Grp/TotalAmt0162629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060123
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0163186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SPECIAL EVENTS. AMOUNT: 1,101. DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 79. TOTAL TO FORM 990-EZ, LINE 8: 1,180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM SERVICE FEES. AMOUNT: 8,836. DESCRIPTION: TRAINING. AMOUNT: 498. DESCRIPTION: MAINTENANCE AND SUPPORT OF SCHOOL PROPERTY. AMOUNT: 5,223. DESCRIPTION: OPERATIONS-BOOKS, SUPPLIES AND OPERATIONS. AMOUNT: 35,619. DESCRIPTION: OTHER COSTS. AMOUNT: 2,537. DESCRIPTION: BUSINESS EXPENSES. AMOUNT: 5,310. TOTAL TO FORM 990-EZ, LINE 16: 58,023.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE LIPSHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046642582
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-07
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/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/ReturnTs02021-12-07T07:40:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIPSHULTZ
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,932
Liabilities
$0
Net assets
$11,932
Revenue
$48,213
Expenses
$58,518
Net income
-$10,305
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