Civic Intelligence

Cornelius Elementary PTO

990EZ • Fiscal year 2014 • EIN 20-4724632

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 28, 2015

Organization ProfileN/A
21126 Catawba Avenue28031-8503

(704) 894-0724

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

2nd percentile

-135%

Higher net margin than 2% of similar nonprofits.

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-30%

Faster asset growth than 12% of similar nonprofits.

2014 filings • NTEE B94 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-81%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • NTEE B94 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,254

Down $9,954 (-30%) from 2013

Net Assets

Down

$23,254

Down $9,954 (-30%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$7,355

Down $30,409 (-81%) from 2013

Expenses

Down

$17,309

Down $16,329 (-49%) from 2013

Net Income

Down

-$9,954

Down $14,080 (-341%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$60K$40K$20K$0Assets 2011: $20,725Liabilities 2011: $0Net Assets 2011: $20,7252011Assets 2012: $29,082Liabilities 2012: $0Net Assets 2012: $29,0822012Assets 2013: $33,208Liabilities 2013: $0Net Assets 2013: $33,2082013Assets 2014: $23,254Net Assets 2014: $23,2542014Assets 2015: $21,944Net Assets 2015: $21,9442015Assets 2016: $23,999Net Assets 2016: $23,9992016Assets 2017: $18,678Net Assets 2017: $18,6782017Assets 2018: $15,919Net Assets 2018: $15,9192018Assets 2019: $24,262Net Assets 2019: $24,2622019Assets 2020: $21,380Net Assets 2020: $21,3802020Assets 2021: $21,249Net Assets 2021: $21,2492021Assets 2022: $35,235Net Assets 2022: $35,2352022Assets 2023: $47,690Net Assets 2023: $47,6902023Assets 2024: $48,024Liabilities 2024: $02024Assets 2025: $50,536Net Assets 2025: $50,5362025

Highlighted filing

2014

Assets$23,254
Liabilities-
Net Assets$23,254
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$100K$50K$0-$50KRevenue 2011: $16,117Expenses 2011: $22,510Net Income 2011: -$6,3932011Revenue 2012: $16,961Expenses 2012: $8,604Net Income 2012: $8,3572012Revenue 2013: $37,764Expenses 2013: $33,638Net Income 2013: $4,1262013Revenue 2014: $7,355Expenses 2014: $17,309Net Income 2014: -$9,9542014Revenue 2015: $44,314Expenses 2015: $45,624Net Income 2015: -$1,3102015Revenue 2016: $63,667Expenses 2016: $61,612Net Income 2016: $2,0552016Revenue 2017: $87,691Expenses 2017: $93,012Net Income 2017: -$5,3212017Revenue 2018: $95,120Expenses 2018: $97,879Net Income 2018: -$2,7592018Revenue 2019: $86,007Expenses 2019: $77,664Net Income 2019: $8,3432019Revenue 2020: $91,759Expenses 2020: $94,641Net Income 2020: -$2,8822020Revenue 2021: $36,438Expenses 2021: $36,569Net Income 2021: -$1312021Revenue 2022: $75,035Expenses 2022: $61,049Net Income 2022: $13,9862022Revenue 2023: $70,500Expenses 2023: $58,046Net Income 2023: $12,4542023Revenue 2024: $48,240Expenses 2024: $47,906Net Income 2024: $3342024Revenue 2025: $75,042Expenses 2025: $72,529Net Income 2025: $2,5132025

Highlighted filing

2014

Revenue$7,355
Expenses$17,309
Net Income-$9,954
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 28, 2015
Return Version
2013v4.0
Gross Receipts
$78,907
Mission and Program Overview

Mission

Provide for the education needs of public school children by supplying resources outside of the school budget

Program Services

DescriptionGrantsExpenses
PROVIDE FOR THE EDUCATION NEEDS OF PUBLIC SCHOOL CHILDREN BY SUPPLYING RESOURCES OUTSIDE OF THE SCHOOL BUDGET$10,084$68,582
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GUERRYCo President/TreasurerPT$0--
PAM VARGHESECo PresidentPT$0--
LAURA WILLIAMSTreasurerPT$0--
KATE STABLESPresident Elect/VP CommunicationsPT$0--
HEATHER CARLOCKSecretaryPT$0--
ALLISON LABOVITZVP FundraisingPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,265$21,265$2,139$19,126
Event 2$16,555$16,555$16,759$-204
Total Events$70,258$70,258$71,552$-1,294
Filing and Contact Details

Filer

EIN
20-4724632
Phone
7048940724

Signing Officer

Name
Nan Luciano
Title
Treasurer
Phone
7048940724
Signed
2015-01-28
Discuss with paid preparer
Yes

Preparer

Preparer
Patricia E Smith
Phone
7048922609
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Support of cornelius elementary school education cornelius elementary school n/a 10084.”

Form 990EZ, Part I, Line 16

“Bank fees 41. 5th grade graduation 1561. Field day 1015.”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10CORNELIUS ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum07046611193
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1021126 CATAWBA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0CORNELIUS
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028031
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033208
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023254
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07284
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9954
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033208
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023254
IRS990EZ/FundraisingGrossIncomeAmt070258
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010084
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078907
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01365
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033208
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023254
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033208
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023254
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt412.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt512.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER GUERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAM VARGHESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATE STABLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER CARLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALLISON LABOVITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT/VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02617
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FOR THE EDUCATION NEEDS OF PUBLIC SCHOOL CHILDREN BY SUPPLYING RESOURCES OUTSIDE OF THE SCHOOL BUDGET
IRS990EZ/PrintingPublicationsPostageAmt04608
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FOR THE EDUCATION NEEDS OF PUBLIC SCHOOL CHILDREN BY SUPPLYING RESOURCES OUTSIDE OF THE SCHOOL BUDGET
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010084
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068582
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt071552
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1294
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017309
IRS990EZ/TotalProgramServiceExpensesAmt068582
IRS990EZ/TotalRevenueAmt07355
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09189
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt069718
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt078907
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078907
IRS990ScheduleA/Total509Grp/TotalAmt078907
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt078907
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt071552
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01369
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt032438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070258
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1294
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt050935
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt069833
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016759
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT OF CORNELIUS ELEMENTARY SCHOOL EDUCATION CORNELIUS ELEMENTARY SCHOOL N/A 10084.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 41. 5TH GRADE GRADUATION 1561. FIELD DAY 1015.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NAN LUCIANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048940724
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10CORNELIUS ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0CORN
ReturnHeader/Filer/EIN0204724632
ReturnHeader/Filer/PhoneNum07048940724
ReturnHeader/Filer/USAddress/AddressLine1021126 CATAWBA AVENUE
ReturnHeader/Filer/USAddress/City0CORNELIUS
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0280318503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Thompson Smith & Co PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1020212 Zion Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Cornelius
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028031
ReturnHeader/PreparerPersonGrp/PhoneNum07048922609
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA E SMITH
ReturnHeader/ReturnTs02015-02-11T07:12:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,254
Liabilities
-
Net assets
$23,254
Revenue
$7,355
Expenses
$17,309
Net income
-$9,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.5$50.5$75.0$72.5$2.51
2024Summary only. Only limited summary data is available for this year.$48.0$0.00$48.2$47.9$0.33
2023Detailed filing. Detailed filing data is available for this year.$47.7$47.7$70.5$58.0$12.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$35.2$75.0$61.0$14.0
2021Detailed filing. Detailed filing data is available for this year.$21.2$21.2$36.4$36.6$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$21.4$91.8$94.6$2.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$24.3$86.0$77.7$8.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$15.9$95.1$97.9$2.76
2017Detailed filing. Detailed filing data is available for this year.$18.7$18.7$87.7$93.0$5.32
2016Detailed filing. Detailed filing data is available for this year.$24.0$24.0$63.7$61.6$2.06
2015Detailed filing. Detailed filing data is available for this year.$21.9$21.9$44.3$45.6$1.31
2014Detailed filing. Detailed filing data is available for this year.$23.3$23.3$7.36$17.3$9.95
2013Summary only. Only limited summary data is available for this year.$33.2$0.00$33.2$37.8$33.6$4.13
2012Summary only. Only limited summary data is available for this year.$29.1$0.00$29.1$17.0$8.60$8.36
2011Summary only. Only limited summary data is available for this year.$20.7$0.00$20.7$16.1$22.5$6.39