Civic Intelligence

Weaverville PTO Inc

990EZ • Fiscal year 2016 • EIN 20-8570377

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

52nd percentile

7.3%

Higher net margin than 52% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.8%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$71,183

Up $8,596 (+14%) from 2015

Net Assets

Up

$71,183

Up $8,596 (+14%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$117,292

Up $4,280 (+3.8%) from 2015

Expenses

Down

$108,696

Down $10,418 (-8.7%) from 2015

Net Income

Up

$8,596

Up $14,698 (+241%) from 2015

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

2016

Assets$71,183
Liabilities-
Net Assets$71,183

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

2016

Revenue$117,292
Expenses$108,696
Net Income$8,596
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$117,292
Mission and Program Overview

Mission

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
Fundraisers - Battle of Books, Book Fair, Spring Fling, Box Tops$32,285-
Field Trip for Students$27,220-
Gifts for Classrooms, Students, Teachers, Media and Technology$8,851-
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
2016-11-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $424

Other Expenses.1012

Insurance $355

Other Expenses.1

Field Trips $27220

Other Expenses.2

Fundraiser Expense $21746

Other Expenses.3

Leader-In-Me $18383

Other Expenses.4

Book Fair $10488

Other Expenses.5

Spring Fling $5342

Other Expenses.6

Contingency WES $3442

Other Expenses.7

Mini-Grants $3285

Other Expenses.8

Teacher Share WES $2803

Other Expenses.9

Contingency WPS $2676

Other Expenses.10

Beautification $1662

Other Expenses.11

Teacher Allotment $1636

Other Expenses.12

Hospitality Expense WPS $1508

Other Expenses.13

Birthday Books $1325

Other Expenses.14

Hospitality Expense WES $1294

Other Expenses.15

Clubs $1132

Other Expenses.16

Student Incentive WES $1000

Other Expenses.17

Cultural Arts $950

Other Expenses.18

Other $325

Other Expenses.19

Home to School Folders $309

Other Expenses.20

Prinicipals Frame $301

Other Expenses.21

General PTO-Contingency $226

Other Expenses.22

General PTO Expense $82

Other Expenses.23

Box Tops $51

Other Expenses.24

Membership $7

Other Expenses.25

Banking and Credit Card Fees $4

Raw XML Appendix213 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/PersonNm4Jennifer Goforth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt127220
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trips $27220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fundraiser Expense $21746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Leader-In-Me $18383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Book Fair $10488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Spring Fling $5342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Contingency WES $3442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Mini-Grants $3285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Share WES $2803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Contingency WPS $2676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Beautification $1662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Teacher Allotment $1636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Hospitality Expense WPS $1508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Birthday Books $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Hospitality Expense WES $1294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Clubs $1132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Student Incentive WES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Cultural Arts $950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Other $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Home to School Folders $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Prinicipals Frame $301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22General PTO-Contingency $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23General PTO Expense $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Box Tops $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Membership $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Banking and Credit Card Fees $4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shawn Lynch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
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 H Hanson II
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T07:09:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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