Civic Intelligence

Weaverville PTO Inc

990EZ • Fiscal year 2015 • EIN 20-8570377

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

129 S Main StWeaverville, NC 28787

(828) 670-1500

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

31st percentile

-5.4%

Higher net margin than 31% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

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.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-8.9%

Faster asset growth than 32% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$62,587

Down $6,102 (-8.9%) from 2014

Net Assets

$62,587

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$113,012

Up $13,491 (+14%) from 2014

Expenses

Up

$119,114

Up $28,327 (+31%) from 2014

Net Income

Down

-$6,102

Down $14,836 (-170%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $48,672Liabilities 2011: $02011Assets 2013: $59,955Liabilities 2013: $02013Assets 2014: $68,689Liabilities 2014: $02014Assets 2015: $62,587Net Assets 2015: $62,5872015Assets 2016: $71,183Net Assets 2016: $71,1832016Assets 2017: $84,842Liabilities 2017: $02017Assets 2018: $106,323Liabilities 2018: $02018Assets 2020: $94,496Liabilities 2020: $02020Assets 2022: $82,706Liabilities 2022: $0Net Assets 2022: $82,7062022Assets 2023: $87,674Liabilities 2023: $02023Assets 2024: $95,681Liabilities 2024: $02024Assets 2025: $77,097Liabilities 2025: $1,721Net Assets 2025: $75,3762025

Highlighted filing

2015

Assets$62,587
Liabilities-
Net Assets$62,587

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $61,050Expenses 2011: $61,156Net Income 2011: -$1062011Revenue 2013: $84,843Expenses 2013: $74,984Net Income 2013: $9,8592013Revenue 2014: $99,521Expenses 2014: $90,787Net Income 2014: $8,7342014Revenue 2015: $113,012Expenses 2015: $119,114Net Income 2015: -$6,1022015Revenue 2016: $117,292Expenses 2016: $108,696Net Income 2016: $8,5962016Revenue 2017: $131,011Expenses 2017: $117,352Net Income 2017: $13,6592017Revenue 2018: $80,433Expenses 2018: $59,971Net Income 2018: $20,4622018Revenue 2020: $60,860Expenses 2020: $82,176Net Income 2020: -$21,3162020Revenue 2022: $113,392Expenses 2022: $66,192Net Income 2022: $47,2002022Revenue 2023: $67,042Expenses 2023: $62,074Net Income 2023: $4,9682023Revenue 2024: $74,664Expenses 2024: $66,657Net Income 2024: $8,0072024Revenue 2025: $31,968Expenses 2025: $25,830Net Income 2025: $6,1382025

Highlighted filing

2015

Revenue$113,012
Expenses$119,114
Net Income-$6,102
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$113,012
Mission and Program Overview

Mission

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
Fundraisers - Battle of Books, Book Fair, Spring Fling, Box Tops$42,061-
Field Trip for Students$34,309-
Gifts for Classrooms, Students, Teachers, Media and Technology$24,174-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meredith SwitzerPresidentPT$0--
Elizabeth DavisVice PresidentPT$0--
Kamiyo LanningVice PresidentPT$0--
Shawn LynchTreasurerPT$0--
Jennifer GoforthSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Weaverville PTO Inc
EIN
20-8570377
Phone
8286701500
Address
129 S Main St, Weaverville, NC 28787

Signing Officer

Name
Shawn Lynch
Title
Treasurer
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Hugo H Hanson II CPA PC
Address
746 Seven Glens Dr, Weaverville, NC 28787
Preparer
Hugo Hanson
Phone
8286898800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $429

Other Expenses.1012

Insurance $355

Other Expenses.1

Fundraiser Expense $42061

Other Expenses.2

Field Trip Expense $34309

Other Expenses.3

Classrooms, Student and Librar $24174

Other Expenses.4

Gifts $7217

Other Expenses.5

Club Expense $2361

Other Expenses.6

Hospitality Expense WPS $1821

Other Expenses.7

Contingency WPS $1785

Other Expenses.8

Hospitality Expense WES $1257

Other Expenses.9

Contingency WES $1004

Other Expenses.10

General PTO Expense $695

Other Expenses.11

Staff Development $341

Other Expenses.12

Banking and Credit Card Fees $155

Other Expenses.13

Membership $17

Raw XML Appendix187 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0117981
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt224174
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119114
IRS990EZ/TotalProgramServiceExpensesAmt0100544
IRS990EZ/TotalRevenueAmt0113012
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01
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IRS990ScheduleA/InvestmentIncomeCYPct00.00060
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraiser Expense $42061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trip Expense $34309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classrooms, Student and Librar $24174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Gifts $7217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Club Expense $2361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality Expense WPS $1821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Contingency WPS $1785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality Expense WES $1257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Contingency WES $1004
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Staff Development $341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Banking and Credit Card Fees $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Membership $17
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shawn Lynch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Weaverville PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0WEAV
ReturnHeader/Filer/EIN0208570377
ReturnHeader/Filer/PhoneNum08286701500
ReturnHeader/Filer/USAddress/AddressLine1Txt0129 S Main St
ReturnHeader/Filer/USAddress/CityNm0Weaverville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hugo H Hanson II CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0746 Seven Glens Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Weaverville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028787
ReturnHeader/PreparerPersonGrp/PhoneNum08286898800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hugo Hanson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T06:27:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • NTEE B94 • <$500k nonprofits