Civic Intelligence

Marvin Ridge Middle School Ptso

EIN 26-0396680 • 501(c)3 • Waxhaw, NC

Profile

Child advocacy & Educational Enrichment

2831 Crane RoadWaxhaw, NC 28173

www.mrmsptso.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.00x

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

NTEE B12 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.00x

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

NTEE B12 • <$500k nonprofits • Source year 2025

Net Margin

25th percentile

-5.5%

Higher net margin than 25% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B12 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-12%

Faster asset growth than 34% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

55%

Faster revenue growth than 79% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$29,936

Down $3,901 (-12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$29,936

Down $3,901 (-12%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin25th percentile

Revenue

Up

$71,381

Up $25,247 (+55%) from 2024

Expenses

Up

$75,282

Up $29,142 (+63%) from 2024

Net Income

Down

-$3,901

Down $3,895 (-64917%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2020: $60,342Liabilities 2020: $0Net Assets 2020: $60,3422020Assets 2021: $23,345Liabilities 2021: $0Net Assets 2021: $23,3452021Assets 2022: $37,640Liabilities 2022: $0Net Assets 2022: $37,6402022Assets 2023: $33,843Liabilities 2023: $0Net Assets 2023: $33,8432023Assets 2024: $33,837Liabilities 2024: $0Net Assets 2024: $33,8372024Assets 2025: $29,936Liabilities 2025: $0Net Assets 2025: $29,9362025

Highlighted filing

2025

Assets$29,936
Liabilities$0
Net Assets$29,936
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $38,298Expenses 2020: $27,182Net Income 2020: $11,1162020Revenue 2021: $20,304Expenses 2021: $57,301Net Income 2021: -$36,9972021Revenue 2022: $32,119Expenses 2022: $17,824Net Income 2022: $14,2952022Revenue 2023: $41,842Expenses 2023: $45,639Net Income 2023: -$3,7972023Revenue 2024: $46,134Expenses 2024: $46,140Net Income 2024: -$62024Revenue 2025: $71,381Expenses 2025: $75,282Net Income 2025: -$3,9012025

Highlighted filing

2025

Revenue$71,381
Expenses$75,282
Net Income-$3,901
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,936
Liabilities
$0
Net assets
$29,936
Revenue
$71,381
Expenses
$75,282
Net income
-$3,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$71.4$75.3$3.90
2024Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$46.1$46.1$0.01
2023Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$41.8$45.6$3.80
2022Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$32.1$17.8$14.3
2021Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$20.3$57.3$37.0
2020Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$38.3$27.2$11.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$84,307
Mission and Program Overview

Mission

Child advocacy & Educational Enrichment

Program Services

DescriptionGrantsExpenses
School grants for clubs, departments & general use-$10,156
Teacher Appreciation (Lunch/breakfast events, continuing education for teachers)-$9,055
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele HollatzVice PresidentPT$0--
Traci ChurnPresidentPT$0--
Jamie LarsenVice PresidentPT$0--
Dania TuzunerSecretaryPT$0--
Katie EwingTreasurerPT$0--
Christy JonesMember At LargePT$0--
Filing and Contact Details

Filer

Filer Name
Marvin Ridge Middle School PTSO
EIN
26-0396680
In Care Of
% Katie Ewing
Phone
7042901510
Address
2831 Crane Road, Waxhaw, NC 28173

Signing Officer

Name
Katie Ewing
Title
Treasurer
Phone
7042901510
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
David K RayeCPA PC
Address
7330 Reynard Lane, Charlotte, NC 28215
Preparer
David Raye
Phone
7045939695
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOne and Done Fundraiser 20,513”

Description of other expenses Part I line 16

“Description AmountAdministrative 778Teacher Appreciation 9,0556th & 7th Grade Social 3,654Classroom Grants 10,156School Beutification 4858th Grade Dance 8,787Insurance 536Student Support 491Fundraising 31,4488th Grade Promotion 4,541Building & Grounds 5,351”

Raw XML Appendix173 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/USAddress/CityNm0Waxhaw
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033837
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IRS990EZ/CostOfGoodsSoldAmt012926
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3901
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033837
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt05512
IRS990EZ/GrossReceiptsAmt084307
IRS990EZ/GrossSalesOfInventoryAmt018438
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015794
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033837
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029936
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michele Hollatz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Traci Churn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jamie Larsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dania Tuzuner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Katie Ewing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christy Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member at Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt075282
IRS990EZ/OtherRevenueTotalAmt020513
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child advocacy & Educational Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Appreciation (Lunch/breakfast events, continuing education for teachers)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School grants for clubs, departments & general use
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09055
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110156
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075282
IRS990EZ/TotalProgramServiceExpensesAmt019211
IRS990EZ/TotalRevenueAmt071381
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mrmsptso.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0160679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0121969
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073929
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040135
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084307
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021805
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0282648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOne and Done Fundraiser 20,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdministrative 778Teacher Appreciation 9,0556th & 7th Grade Social 3,654Classroom Grants 10,156School Beutification 4858th Grade Dance 8,787Insurance 536Student Support 491Fundraising 31,4488th Grade Promotion 4,541Building & Grounds 5,351
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE EWING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042901510
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marvin Ridge Middle School PTSO
ReturnHeader/Filer/BusinessNameControlTxt0MARV
ReturnHeader/Filer/EIN0260396680
ReturnHeader/Filer/InCareOfNm0% Katie Ewing
ReturnHeader/Filer/PhoneNum07042901510
ReturnHeader/Filer/USAddress/AddressLine1Txt02831 Crane Road
ReturnHeader/Filer/USAddress/CityNm0Waxhaw
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028173
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562180811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David K RayeCPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07330 Reynard Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028215
ReturnHeader/PreparerPersonGrp/PhoneNum07045939695
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID RAYE
ReturnHeader/ReturnTs02025-11-04T16:43:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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