Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Up$15,087
Up $3,155 (+26%) from 2021
Net Assets
Up$15,087
Up $3,155 (+26%) from 2021
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$79,913
Up $31,700 (+66%) from 2021
Expenses
Up$76,758
Up $18,240 (+31%) from 2021
Net Income
Up$3,155
Up $13,460 (+131%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2021 to Jul 31, 2022
- Signed
- Nov 11, 2022
- Return Version
- 2021v4.0
- Gross Receipts
- $79,913
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.
Fundraising activities for the staff/parents/children of shepherd elementary.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FUNDRAISING ACTIVITIES FOR THE STAFF/PARENTS/CHILDREN OF SHEPHERD ELEMENTARY | - | $75,719 |
| FUNDRAISING FOR THE CHILDREN,STAFF AND PARENTS OF SHEPARD ELEMENTARY SCHOOL. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DIANE BUCHER | President | PT | $0 | - | - |
| AMANDA OATES | Vice Preside | PT | $0 | - | - |
| AMBER WOOD | Co-Treasurer | PT | $0 | - | - |
| AMANDA CAIN | Treasurer | PT | $0 | - | - |
| ASHLEY PETERS | Volunteer Co | PT | $0 | - | - |
| CINDY BROTHERTON | Staff App Co | PT | $0 | - | - |
| JESSICA TROUTMAN | Room Parent | PT | $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
- Amanda Cain
- Title
- Treasurer
- Phone
- 7046642582
- Signed
- 2022-11-11
Preparer
- Firm
- Moose Martin Haynes & Lundy Pa
- Address
- PO BOX 1308, STATESVILLE, NC 28687-1308
- Preparer
- Scott C Haynes
- Phone
- 7048727441
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Special events income 5,428 total 5,428”
Form 990-ez, Part I, Line 16
“Expenses training 145 operations-books, supplie 46,224 operations other costs 5,788 other costs 23,229 conferences 399 business expenses 478 total 76,263”
Form 990-ez, Part III
“Primary exempt purpose - a non-profit supporting the staff/ parents/children of shepherd elementary school in mooresville, nc, while promoting educational programs throught fundraising.”
Form 990-ez, Part III
“Fundraising activities for the staff/parents/children of shepherd elementary.”
Form 990-ez, Part III, Line 31
“Fundraising for the children,staff and parents of shepard elementary school.”
Form 990-ez, Part V
“Information regarding personal benefit contracts: the 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.”
Raw XML Appendix155 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | AMANDA CAIN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7046642582 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1748 CHARLOTTE HIGHWAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MOORESVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28115 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 11932 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 15087 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 74485 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3155 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 495 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 11932 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 15087 |
| IRS990EZ/GrossReceiptsAmt | 0 | 79913 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 11932 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 15087 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 11932 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 15087 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DIANE BUCHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | AMANDA OATES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | AMBER WOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | AMANDA CAIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ASHLEY PETERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CINDY BROTHERTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JESSICA TROUTMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CO-TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VOLUNTEER CO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | STAFF APP CO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | ROOM PARENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 76263 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 5428 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | FUNDRAISING ACTIVITIES FOR THE STAFF/PARENTS/CHILDREN OF SHEPHERD ELEMENTARY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FUNDRAISING ACTIVITIES FOR THE STAFF/PARENTS/CHILDREN OF SHEPHERD ELEMENTARY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | FUNDRAISING FOR THE CHILDREN,STAFF AND PARENTS OF SHEPARD ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 75719 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 76758 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 75719 |
| IRS990EZ/TotalRevenueAmt | 0 | 79913 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | MISCELLANEOUS INCOME 557 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART III, LINE 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 74369 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 48213 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 54388 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 60028 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 236998 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 5428 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 5428 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 462 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 95 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 557 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99770 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 242426 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 79797 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 48213 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 54388 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 60028 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 242426 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 79797 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 48213 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 54850 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 60123 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 242983 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SPECIAL EVENTS INCOME 5,428 TOTAL 5,428 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES TRAINING 145 OPERATIONS-BOOKS, SUPPLIE 46,224 OPERATIONS OTHER COSTS 5,788 OTHER COSTS 23,229 CONFERENCES 399 BUSINESS EXPENSES 478 TOTAL 76,263 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PRIMARY EXEMPT PURPOSE - A NON-PROFIT SUPPORTING THE STAFF/ PARENTS/CHILDREN OF SHEPHERD ELEMENTARY SCHOOL IN MOORESVILLE, NC, WHILE PROMOTING EDUCATIONAL PROGRAMS THROUGHT FUNDRAISING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | FUNDRAISING ACTIVITIES FOR THE STAFF/PARENTS/CHILDREN OF SHEPHERD ELEMENTARY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | FUNDRAISING FOR THE CHILDREN,STAFF AND PARENTS OF SHEPARD ELEMENTARY SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART V |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | AMANDA CAIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7046642582 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SHEPHERD ELEMENTARY PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SHEP |
| ReturnHeader/Filer/EIN | 0 | 200622642 |
| ReturnHeader/Filer/PhoneNum | 0 | 7046642582 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1748 CHARLOTTE HIGHWAY |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MOORESVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28115 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561526593 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MOOSE MARTIN HAYNES & LUNDY PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1308 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | STATESVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 286871308 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7048727441 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-12-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SCOTT C HAYNES |
| ReturnHeader/ReturnTs | 0 | 2022-12-22T15:12:24-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | AMANDA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | CAIN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-07-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $15,087
- Liabilities
- -
- Net assets
- $15,087
- Revenue
- $79,913
- Expenses
- $76,758
- Net income
- $3,155