Civic Intelligence

Coddle Creek Elementary School Parent Teacher Organization (PTO)

990EZ • Fiscal year 2016 • EIN 27-0691680

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

Organization ProfileN/A
484 Presbyterian RoadMooresville, NC 28115

(704) 439-1550

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

30th percentile

-4.5%

Higher net margin than 30% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$12,271

No earlier filing loaded for comparison.

Net Assets

$12,271

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

$56,285

No earlier filing loaded for comparison.

Expenses

$58,809

No earlier filing loaded for comparison.

Net Income

-$2,524

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2016: $12,271Net Assets 2016: $12,2712016Assets 2017: $19,036Net Assets 2017: $19,0362017Assets 2018: $36,812Net Assets 2018: $36,8122018Assets 2019: $62,354Liabilities 2019: $0Net Assets 2019: $62,3542019Assets 2020: $26,956Liabilities 2020: $0Net Assets 2020: $26,9562020Assets 2021: $30,467Liabilities 2021: $2,052Net Assets 2021: $28,4152021Assets 2022: $43,050Liabilities 2022: $0Net Assets 2022: $43,0502022Assets 2023: $81,575Liabilities 2023: $0Net Assets 2023: $81,5752023Assets 2024: $78,580Liabilities 2024: $0Net Assets 2024: $78,5802024Assets 2025: $97,884Liabilities 2025: $0Net Assets 2025: $97,8842025

Highlighted filing

2016

Assets$12,271
Liabilities-
Net Assets$12,271
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2016: $56,285Expenses 2016: $58,809Net Income 2016: -$2,5242016Revenue 2017: $32,654Expenses 2017: $25,889Net Income 2017: $6,7652017Revenue 2018: $82,767Expenses 2018: $64,992Net Income 2018: $17,7752018Revenue 2019: $97,993Expenses 2019: $70,166Net Income 2019: $27,8272019Revenue 2020: $45,124Expenses 2020: $80,522Net Income 2020: -$35,3982020Revenue 2021: $15,477Expenses 2021: $14,018Net Income 2021: $1,4592021Revenue 2022: $51,371Expenses 2022: $36,736Net Income 2022: $14,6352022Revenue 2023: $98,493Expenses 2023: $59,968Net Income 2023: $38,5252023Revenue 2024: $22,611Expenses 2024: $25,606Net Income 2024: -$2,9952024Revenue 2025: $51,353Expenses 2025: $32,049Net Income 2025: $19,3042025

Highlighted filing

2016

Revenue$56,285
Expenses$58,809
Net Income-$2,524
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$66,987
Mission and Program Overview

Mission

Support Teachers at Coddle Creek Element

To enhance educational environment and foster proactive staff to student relationships by maintaining a staff recognition program

Program Services

DescriptionGrantsExpenses
PRIMARY EXEMPT PURPOSE - THE PURPOSE IS TO ESTABLISH AND IMPLEMENT FUNDRAISING PROGRAMS IN SUPPOR OF THE EXPANSION AND CONTINUOUS IMPROVEMENT OF THE EDUCATIONAL FUNCTIONS OF CODDLE CREEK ELEMENTARY SCHOOL IN THE MOORESVILLE, NORTH CAROLINA AREA-$51,403
SCHEDULE O-$6,254
SCHEDULE O-$981
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM CLINETreasurerPT$0--
MANDEE MANNPresidentPT$0--
CYNTHIA JONESFirst Vice PPT$0--
KAREN FISHERSecond V PrePT$0--
SUSANNE WARSHAWSKYSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Coddle Creek Elementary School
EIN
27-0691680
Phone
7044391550
Address
484 PRESBYTERIAN ROAD, MOORESVILLE, NC 28115

Signing Officer

Name
Kim Cline
Title
Treasurer
Phone
7044391550
Signed
2017-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Gbk Peabody Pllc
Address
1927 S TRYON ST SUITE 205, CHARLOTTE, NC 28203-4688
Preparer
R Keith Gunter
Phone
7045257300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses special events 6,254 education support 51,403 administrative/office 1,152 total 58,809”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 598 601 total 598 601”

Form 990-ez, Part III

“To enhance educational environment and foster proactive staff to student relationships by maintaining a staff recognition program”

Form 990-ez, Part III, Line 28

“Primary exempt purpose - the purpose is to establish and implement fundraising programs in suppor of the expansion and continuous improvement of the educational functions of coddle creek elementary school in the mooresville, north carolina area”

Raw XML Appendix154 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/TitleTxt4SECRETARY
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SPECIAL EVENTS 6,254 EDUCATION SUPPORT 51,403 ADMINISTRATIVE/OFFICE 1,152 TOTAL 58,809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 598 601 TOTAL 598 601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ENHANCE EDUCATIONAL ENVIRONMENT AND FOSTER PROACTIVE STAFF TO STUDENT RELATIONSHIPS BY MAINTAINING A STAFF RECOGNITION PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY EXEMPT PURPOSE - THE PURPOSE IS TO ESTABLISH AND IMPLEMENT FUNDRAISING PROGRAMS IN SUPPOR OF THE EXPANSION AND CONTINUOUS IMPROVEMENT OF THE EDUCATIONAL FUNCTIONS OF CODDLE CREEK ELEMENTARY SCHOOL IN THE MOORESVILLE, NORTH CAROLINA AREA
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ReturnHeader/TaxPeriodBeginDt02015-07-01
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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
$12,271
Liabilities
-
Net assets
$12,271
Revenue
$56,285
Expenses
$58,809
Net income
-$2,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$97.9$0.00$97.9$51.4$32.0$19.3
2024Detailed filing. Detailed filing data is available for this year.$78.6$0.00$78.6$22.6$25.6$3.00
2023Detailed filing. Detailed filing data is available for this year.$81.6$0.00$81.6$98.5$60.0$38.5
2022Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$51.4$36.7$14.6
2021Detailed filing. Detailed filing data is available for this year.$30.5$2.05$28.4$15.5$14.0$1.46
2020Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$45.1$80.5$35.4
2019Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$98.0$70.2$27.8
2018Detailed filing. Detailed filing data is available for this year.$36.8$36.8$82.8$65.0$17.8
2017Detailed filing. Detailed filing data is available for this year.$19.0$19.0$32.7$25.9$6.77
2016Detailed filing. Detailed filing data is available for this year.$12.3$12.3$56.3$58.8$2.52