Civic Intelligence

Pinebrook Elementary PTO Inc

990EZ • Fiscal year 2016 • EIN 26-3146730

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 16, 2016

Organization Profile
477 Pinebrook School RoadMocksville, NC 27028

(336) 998-3868

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$2,791

Down $375 (-12%) from 2015

Net Assets

Down

$2,791

Down $375 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Up

$28,712

Up $848 (+3.0%) from 2015

Expenses

Up

$29,087

Up $1,975 (+7.3%) from 2015

Net Income

Down

-$375

Down $1,127 (-150%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $18,552Liabilities 2012: $0Net Assets 2012: $18,5522012Assets 2013: $3,000Liabilities 2013: $0Net Assets 2013: $3,0002013Assets 2014: $2,414Liabilities 2014: $0Net Assets 2014: $2,4142014Assets 2015: $3,166Liabilities 2015: $0Net Assets 2015: $3,1662015Assets 2016: $2,791Liabilities 2016: $0Net Assets 2016: $2,7912016Assets 2017: $2,929Liabilities 2017: $0Net Assets 2017: $2,9292017Assets 2018: $20,101Liabilities 2018: $0Net Assets 2018: $20,1012018Assets 2019: $4,527Liabilities 2019: $0Net Assets 2019: $4,5272019

Highlighted filing

2016

Assets$2,791
Liabilities$0
Net Assets$2,791
Open 2016 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $28,621Expenses 2012: $19,114Net Income 2012: $9,5072012Revenue 2013: $33,533Expenses 2013: $49,085Net Income 2013: -$15,5522013Revenue 2014: $20,895Expenses 2014: $21,481Net Income 2014: -$5862014Revenue 2015: $27,864Expenses 2015: $27,112Net Income 2015: $7522015Revenue 2016: $28,712Expenses 2016: $29,087Net Income 2016: -$3752016Revenue 2017: $26,093Expenses 2017: $25,955Net Income 2017: $1382017Revenue 2018: $24,580Expenses 2018: $7,408Net Income 2018: $17,1722018Revenue 2019: $11,331Expenses 2019: $26,905Net Income 2019: -$15,5742019

Highlighted filing

2016

Revenue$28,712
Expenses$29,087
Net Income-$375
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 16, 2016
Return Version
2015v2.1
Gross Receipts
$59,773
Mission and Program Overview

Mission

To support the students and staff of pes

Program Services

DescriptionGrantsExpenses
SCHOOL DONATIONS - THE ORGANIZATION PROVIDES FUNDS TO THE SCHOOL FOR CONTINUING EDUCATION SUPPLIES AND SCHOOL IMPROVEMENT$18,974-
ENHANCING THE EDUCATION OF CHILDREN THROUGH THE COORDINATION AND FACILITATION OF PARENT INVOLVEMENT PROVIDE FOR IMPROVED FACILITIES AND EDUCATIONAL OPPORTUNITIES FOR STUDENTS-$5,215
TEACHER GRANTS - THE ORGANIZATION PROVIDES MONEY TO TEACHERS FOR THE PURCHASE OF SUPPLIES FOR USE IN THE CLASSROOM-$4,268
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDI JONESPresidentPT$0--
TIFFANY LYNCHVice President-$0--
KELLY CAUDLESecretary-$0--
CHAD CARTERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$24,782$24,782$14,411$10,371
Book Fairs$12,658$12,658$12,707$-49
Total Events$51,688$51,688$28,513$23,175
Filing and Contact Details

Filer

Filer Name
Pinebrook Elementary Pto Inc
EIN
26-3146730
Address
477 PINEBROOK SCHOOL ROAD, MOCKSVILLE, NC 27028

Signing Officer

Name
Chad Carter
Title
Treasurer
Phone
3369983868
Signed
2016-08-16
Discuss with paid preparer
Yes

Preparer

Firm
J Larry Ledford CPA
Address
P O BOX 605, MOCKSVILLE, NC 27028-0605
Preparer
Allan Newsom
Phone
3367512374
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmiscellaneous income 69”

List of grants and similar amounts paid Part I line 10

“Activity the support of students & staff grantee pinebrook elementary school street 477 pinebrook school road city, state, zip mocksville, nc 27028relationship grantee amount 18,974”

Description of other expenses Part I line 16

“Description amountequipment and supplies purchased 299liability insurance 255miscellaneous 45office expenses 553parent/student involvement 1,248student incentives 500staff appreciation 2,570teacher grants 4,268”

Raw XML Appendix174 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
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IRS990EZ/OtherExpensesTotalAmt09738
IRS990EZ/OtherRevenueTotalAmt069
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IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS AND STAFF OF PES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL DONATIONS - THE ORGANIZATION PROVIDES FUNDS TO THE SCHOOL FOR CONTINUING EDUCATION SUPPLIES AND SCHOOL IMPROVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ENHANCING THE EDUCATION OF CHILDREN THROUGH THE COORDINATION AND FACILITATION OF PARENT INVOLVEMENT PROVIDE FOR IMPROVED FACILITIES AND EDUCATIONAL OPPORTUNITIES FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER GRANTS - THE ORGANIZATION PROVIDES MONEY TO TEACHERS FOR THE PURCHASE OF SUPPLIES FOR USE IN THE CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018974
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14268
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANZIATIONS DIRECTORS ARE ELECTED FROM AMONG THE PARENTS OF STUDENTS ATTENDING PINEBROOK ELEMENTARY SCHOOL, WHICH IS THE SUPPORTED ORGANIZATION. THE PTO WORKS IN COORDINATION WITH THE PRINCIPAL AND TEACHERS OF THE SCHOOL TO DETERMINE OPERATIONS WHICH ARE NECESSARY FOR THE ORGANIZATION TO PERFORM IN ITS SUPPORT OF SCHOOL ACTIVITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS INCOME 69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY THE SUPPORT OF STUDENTS & STAFF GRANTEE PINEBROOK ELEMENTARY SCHOOL STREET 477 PINEBROOK SCHOOL ROAD CITY, STATE, ZIP MOCKSVILLE, NC 27028RELATIONSHIP GRANTEE AMOUNT 18,974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTEQUIPMENT AND SUPPLIES PURCHASED 299LIABILITY INSURANCE 255MISCELLANEOUS 45OFFICE EXPENSES 553PARENT/STUDENT INVOLVEMENT 1,248STUDENT INCENTIVES 500STAFF APPRECIATION 2,570TEACHER GRANTS 4,268
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
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ReturnHeader/Filer/EIN0263146730
ReturnHeader/Filer/USAddress/AddressLine1Txt0477 PINEBROOK SCHOOL ROAD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOCKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0270280605
ReturnHeader/PreparerPersonGrp/PhoneNum03367512374
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN NEWSOM
ReturnHeader/ReturnTs02016-08-23T08:53:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,791
Liabilities
$0
Net assets
$2,791
Revenue
$28,712
Expenses
$29,087
Net income
-$375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$11.3$26.9$15.6
2018Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$24.6$7.41$17.2
2017Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$26.1$26.0$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$28.7$29.1$0.38
2015Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$27.9$27.1$0.75
2014Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$20.9$21.5$0.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$33.5$49.1$15.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.00$18.6$28.6$19.1$9.51