Liabilities / Assets
85th percentile
Tied with the lowest-debt nonprofits in its peer group.
Coddle Creek Elementary School Parent Teacher Organization (PTO)
990EZ • Fiscal year 2019 • EIN 27-0691680
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
85th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
89th percentile
Faster asset growth than 89% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Balance Sheet
Assets
Up$62,354
Up $25,542 (+69%) from 2018
Net Assets
Up$62,354
Up $25,542 (+69%) from 2018
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$97,993
Up $15,226 (+18%) from 2018
Expenses
Up$70,166
Up $5,174 (+8.0%) from 2018
Net Income
Up$27,827
Up $10,052 (+57%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- May 15, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $130,599
Mission and Program Overview
Mission
Support Teachers at Coddle Creek Element
Program Services
| Description | Grants | Expenses |
|---|---|---|
| The PTO covers several activities expenses | - | $62,816 |
| Teachers Classroom expenses are reimbursed | - | $7,350 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kristy Yeager | President | PT | $0 | - | - |
| Angie Eastridge | Vice President | - | $0 | - | - |
| Kim Klauka | Treasurer | - | $0 | - | - |
| Kristal Gitro | Communications | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Boosterthon | $49,208 | $49,208 | $25,974 | $23,234 |
| Playground | $15,275 | $15,275 | $6,633 | $8,642 |
| Total Events | $64,483 | $64,483 | $32,607 | $31,876 |
Filing and Contact Details
Filer
- Filer Name
- Coddle Creek Elementary PTO
- EIN
- 27-0691680
- Address
- 141 Franks Crossing Loop, Mooresville, NC 28115
Signing Officer
- Name
- Hanna Logan
- Title
- President
- Phone
- 9804474162
- Signed
- 2020-05-15
- Discuss with paid preparer
- No
Preparer
- Firm
- Mooresville Tax Service Inc
- Address
- 907 Brawley School Rd, Mooresville, NC 28117
- Preparer
- Craig Lancaster
- Phone
- 7043601040
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountPersonal Income Interest Earned 2”
Description of other expenses Part I line 16
“Description Amount5th Grade Promotion Expense 1,132Administrative 53Attractions Book Expense 2,544Awards Expense 450Book Fair Expense 4,487Box Tops Expense 20Business Expenses 1,956Chess Club Expense 4,498Coyote Fund Expense 39Welcome Back Breakfast 85Bank Fee 6Field Day Expense 41Firm Foundations Karate Expense 3,933Flashes of Hope Expense 40Honor Roll Breakfast 1,241IB Training 1,000Penny Wars Expense 1,095RadKIDS Expense 1,129Reindeer Lane Expense 7,012Safety Locks Campaign Expense 15,303School Enhancements 68School Store Expense 2,367Special Events Expense 398Spirit Wear Expense 7,834Staff Appreciation Expense 4,175Student Assistance 129Superbowl Squares Expense 1,075Sweetheart Dance Expense 706Teacher Allotment 7,350”
Raw XML Appendix175 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/PersonNm | 0 | Kim Klauka |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7044394077 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 141 Franks Crossing Loop |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Mooresville |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28115 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 34527 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 62354 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 66114 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 27827 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 34527 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 62354 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 64483 |
| IRS990EZ/GrossReceiptsAmt | 0 | 130599 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 34527 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 62354 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 34527 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 62354 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Kristy Yeager |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Angie Eastridge |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Kim Klauka |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Kristal Gitro |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Communications |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 70166 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Support Teachers at Coddle Creek Element |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The PTO covers several activities expenses |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Teachers Classroom expenses are reimbursed |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 62816 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 7350 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 32606 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 31877 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 70166 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 70166 |
| IRS990EZ/TotalRevenueAmt | 0 | 97993 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | coddlecreekpto.org |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 561744267 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 40604 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | Coddle Creek Elementary |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 40604 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 32607 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Boosterthon |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Playground |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 49208 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 15275 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 64483 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 49208 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 15275 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 64483 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 31876 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 32607 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 25974 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 6633 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountPersonal Income Interest Earned 2 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description Amount5th Grade Promotion Expense 1,132Administrative 53Attractions Book Expense 2,544Awards Expense 450Book Fair Expense 4,487Box Tops Expense 20Business Expenses 1,956Chess Club Expense 4,498Coyote Fund Expense 39Welcome Back Breakfast 85Bank Fee 6Field Day Expense 41Firm Foundations Karate Expense 3,933Flashes of Hope Expense 40Honor Roll Breakfast 1,241IB Training 1,000Penny Wars Expense 1,095RadKIDS Expense 1,129Reindeer Lane Expense 7,012Safety Locks Campaign Expense 15,303School Enhancements 68School Store Expense 2,367Special Events Expense 398Spirit Wear Expense 7,834Staff Appreciation Expense 4,175Student Assistance 129Superbowl Squares Expense 1,075Sweetheart Dance Expense 706Teacher Allotment 7,350 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Hanna Logan |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9804474162 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Coddle Creek Elementary PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CODD |
| ReturnHeader/Filer/EIN | 0 | 270691680 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 141 Franks Crossing Loop |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Mooresville |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28115 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 072BE68DB28A3E8B097EE244E952D9C4239D97DD |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 072BE68DB28A3E8B097EE244E952D9C4239D97DD |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 69092620201365oxgn1m |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2020-05-15 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 75.190.243.56 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-06-25 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 21:34:07 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 825245114 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Mooresville Tax Service Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 907 Brawley School Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Mooresville |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28117 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7043601040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-06-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Craig Lancaster |
| ReturnHeader/ReturnTs | 0 | 2020-06-25T21:32:45-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $62,354
- Liabilities
- $0
- Net assets
- $62,354
- Revenue
- $97,993
- Expenses
- $70,166
- Net income
- $27,827