Civic Intelligence

Mount Pleasant Elementary PTO

990EZ • Fiscal year 2021 • EIN 26-4391150

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 08, 2022

Organization ProfileN/A
8555 North DriveMount Pleasant, NC 28124

(704) 436-6534

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

25th percentile

-9.1%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-7.1%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$52,784

Down $4,060 (-7.1%) from 2020

Net Assets

Down

$52,784

Down $4,060 (-7.1%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$44,458

Down $71,799 (-62%) from 2020

Expenses

Down

$48,518

Down $55,326 (-53%) from 2020

Net Income

Down

-$4,060

Down $16,473 (-133%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$80K$60K$40K$20K$0Assets 2020: $56,844Net Assets 2020: $56,8442020Assets 2021: $52,784Net Assets 2021: $52,7842021Assets 2022: $78,624Net Assets 2022: $78,6242022

Highlighted filing

2021

Assets$52,784
Liabilities-
Net Assets$52,784
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $116,257Expenses 2020: $103,844Net Income 2020: $12,4132020Revenue 2021: $44,458Expenses 2021: $48,518Net Income 2021: -$4,0602021Revenue 2022: $100,312Expenses 2022: $74,472Net Income 2022: $25,8402022

Highlighted filing

2021

Revenue$44,458
Expenses$48,518
Net Income-$4,060
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 8, 2022
Return Version
2020v4.1
Gross Receipts
$44,458
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
ORGANIZATION OF RELATIONS BETWEEN PARENTS & TEACHERS FOR THE BENEFIT OF THE SCHOOL & ITS STUDENTS$0$44,458
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY HARTSELLPresidentPT$0--
AMANDA MORRISVice PresidentPT$0--
JAMIE BLOWSecretaryPT$0--
BROOKE PETREATreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Mount Pleasant Elementary Pto
EIN
26-4391150
Phone
7044366534
Address
8555 NORTH DRIVE, MOUNT PLEASANT, NC 28124

Signing Officer

Name
Brooke Petrea
Title
Treasurer
Phone
7044366534
Signed
2022-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Gerald O Dry PA
Address
211 Le Phillip Ct NE, Concord, NC 28025
Preparer
Gerald O Dry Pa
Phone
7047883500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Fund raising merchandise 31896.”

Form 990EZ, Part I, Line 16

“EQUIPMENT 2500.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 635.”

Form 990EZ, Part I, Line 16

“School/instructional supplies 13487.”

Raw XML Appendix159 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/PersonNm0CURRENT PTO TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07044366534
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08555 NORTH DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MT PLEASANT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056844
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052784
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044458
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4060
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056844
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052784
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044458
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056844
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052784
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056844
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052784
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY HARTSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMIE BLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BROOKE PETREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048518
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION OF RELATIONS BETWEEN PARENTS & TEACHERS FOR THE BENEFIT OF THE SCHOOL & ITS STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044458
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048518
IRS990EZ/TotalProgramServiceExpensesAmt044458
IRS990EZ/TotalRevenueAmt044458
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0116257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt096897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0105654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0114448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0477714
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0477714
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044458
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0116257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt096897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0105654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114448
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0477714
IRS990ScheduleA/TotalSupportAmt0477714
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUND RAISING MERCHANDISE 31896.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE SUPPLIES 635.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL/INSTRUCTIONAL SUPPLIES 13487.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE PETREA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07044366534
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNT PLEASANT ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0264391150
ReturnHeader/Filer/PhoneNum07044366534
ReturnHeader/Filer/USAddress/AddressLine1Txt08555 NORTH DRIVE
ReturnHeader/Filer/USAddress/CityNm0MOUNT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerald O Dry PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 Le Phillip Ct NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028025
ReturnHeader/PreparerPersonGrp/PhoneNum07047883500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD O DRY PA
ReturnHeader/ReturnTs02022-11-17T10:31:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BROOKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETREA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,784
Liabilities
-
Net assets
$52,784
Revenue
$44,458
Expenses
$48,518
Net income
-$4,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.00$0.74$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.44$0.49$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.16$1.04$0.12