Civic Intelligence

Coddle Creek Elementary School Parent Teacher Organization (PTO)

990EZ • Fiscal year 2018 • EIN 27-0691680

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 01, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Asset Growth

94th percentile

93%

Faster asset growth than 94% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

153%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,812

Up $17,776 (+93%) from 2017

Net Assets

Up

$36,812

Up $17,776 (+93%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$82,767

Up $50,113 (+153%) from 2017

Expenses

Up

$64,992

Up $39,103 (+151%) from 2017

Net Income

Up

$17,775

Up $11,010 (+163%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2018

Assets$36,812
Liabilities-
Net Assets$36,812
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

2018

Revenue$82,767
Expenses$64,992
Net Income$17,775
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 1, 2018
Return Version
2017v2.3
Gross Receipts
$98,835
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
SCHEDULE O-$43,564
PRIMARY EXEMPT PURPOSE - THE PURPOSE IS TO ESTABLISH AND IMPLEMENT FUNDRAISING PROGRAMS IN SUPPORT OF THE EXPANSION AND CONTINUOUS IMPROVEMENT OF THE EDUCATIONAL FUNCTIONS OF CODDLE CREEK ELEMENTARY SCHOOL IN THE MOORESVILLE, NORTH CAROLINA AREA--
SCHEDULE O--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM CLINETreasurer-$0--
MANDEE MANNPresident-$0--
CYNTHIA JONESFirst Vice P-$0--
KAREN FISHERSecond V Pre-$0--
SUSANNE WARSHAWSKYSecretary-$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
2018-08-01
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 45 691 250 853 special events 58,897 miscellaneous exps 3,190 meals & entertainment 391 total 64,317”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 13,500 total 0 13,500”

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 support of the expansion and continuous improvement of the educational functions of coddle creek elementary school in the mooresville, north carolina area”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013500
IRS990EZ/OtherExpensesTotalAmt064317
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 45 691 250 853 SPECIAL EVENTS 58,897 MISCELLANEOUS EXPS 3,190 MEALS & ENTERTAINMENT 391 TOTAL 64,317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 13,500 TOTAL 0 13,500
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 SUPPORT OF THE EXPANSION AND CONTINUOUS IMPROVEMENT OF THE EDUCATIONAL FUNCTIONS OF CODDLE CREEK ELEMENTARY SCHOOL IN THE MOORESVILLE, NORTH CAROLINA AREA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/PhoneNum07044391550
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ReturnHeader/PreparerPersonGrp/PhoneNum07045257300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R KEITH GUNTER
ReturnHeader/ReturnTs02018-08-16T10:27:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,812
Liabilities
-
Net assets
$36,812
Revenue
$82,767
Expenses
$64,992
Net income
$17,775
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • NTEE B94 • <$500k nonprofits