Civic Intelligence

Coddle Creek Elementary School Parent Teacher Organization (PTO)

990EZ • Fiscal year 2020 • EIN 27-0691680

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 11, 2020

141 Franks Crossing LoopMooresville, NC 28115

(704) 439-4077

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-78%

Higher net margin than 7% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Asset Growth

3rd percentile

-57%

Faster asset growth than 3% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-54%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$26,956

Down $35,398 (-57%) from 2019

Net Assets

Down

$26,956

Down $35,398 (-57%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$45,124

Down $52,869 (-54%) from 2019

Expenses

Up

$80,522

Up $10,356 (+15%) from 2019

Net Income

Down

-$35,398

Down $63,225 (-227%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$26,956
Liabilities$0
Net Assets$26,956

Operations Trend

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

2020

Revenue$45,124
Expenses$80,522
Net Income-$35,398
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$45,258
Mission and Program Overview

Mission

Support Teachers at Coddle Creek Element

Program Services

DescriptionGrantsExpenses
The PTO covers several activities expenses-$73,223
Teachers Classroom expenses are reimbursed-$7,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tyler TaubePresident-$0--
Melissa SomersVice President-$0--
Hannah LoganTreasurer-$0--
Danai GarayCommunications-$0--
Danai HoovenVice President Of Volunteers-$0--
Stephanie PozdolSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coyote Fund$16,667$16,667$134$16,533
Total Events$16,667$16,667$134$16,533
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
Hannah Logan
Title
President
Phone
9804474162
Signed
2020-08-11
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 AmountInterest Income 2

Description of other expenses Part I line 16

Description Amount5th Grade Promotion Expense 474Administrative 878Playground Expense 39,970PTO Breakfast 45Book Fair Expense 7,035Book Fair Petty Cash 200Boosterthon Expense 2,000Business Expenses 231Chess Club Expense 3,279Candy Gram Expense 94Welcome Back Breakfast 584Bank Fee 6Fall Festival (583)CCE Equipment 13,1961st Day of School Supplies (464)Honor Roll Appreciation 659IB Training 1,000Holiday Shop (1,040)Journals for Kindergarten 188Kindergarten Star Fall Software 150Supply Closet Expense 170Yearbook (3,209)School Store Expense 4,498Mother Son Event 539Parade Float 146Staff Appreciation Expense 1,261Uncategorized Expense 783Sweetheart Dance Expense 1,132Teacher Allotment 7,300

Raw XML Appendix186 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/PhoneNum07044394077
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mooresville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062354
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-35398
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt045258
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062354
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026956
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062354
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tyler Taube
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Somers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Hannah Logan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Danai Garay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Danai Hooven
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Stephanie Pozdol
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President of Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt080522
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Teachers at Coddle Creek Element
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTO covers several activities expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teachers Classroom expenses are reimbursed
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073223
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0134
IRS990EZ/SpecialEventsNetIncomeLossAmt016533
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080522
IRS990EZ/TotalProgramServiceExpensesAmt080523
IRS990EZ/TotalRevenueAmt045124
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0coddlecreekpto.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561744267
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065145
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Coddle Creek Elementary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt065145
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0134
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Coyote Fund
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016667
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016533
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0134
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0134
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInterest Income 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amount5th Grade Promotion Expense 474Administrative 878Playground Expense 39,970PTO Breakfast 45Book Fair Expense 7,035Book Fair Petty Cash 200Boosterthon Expense 2,000Business Expenses 231Chess Club Expense 3,279Candy Gram Expense 94Welcome Back Breakfast 584Bank Fee 6Fall Festival (583)CCE Equipment 13,1961st Day of School Supplies (464)Honor Roll Appreciation 659IB Training 1,000Holiday Shop (1,040)Journals for Kindergarten 188Kindergarten Star Fall Software 150Supply Closet Expense 170Yearbook (3,209)School Store Expense 4,498Mother Son Event 539Parade Float 146Staff Appreciation Expense 1,261Uncategorized Expense 783Sweetheart Dance Expense 1,132Teacher Allotment 7,300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Hannah Logan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09804474162
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Coddle Creek Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0CODD
ReturnHeader/Filer/EIN0270691680
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 Franks Crossing Loop
ReturnHeader/Filer/USAddress/CityNm0Mooresville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0072BE68DB28A3E8B097EE244E952D9C4239D97DD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0072BE68DB28A3E8B097EE244E952D9C4239D97DD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId069092620202250lbbbfp
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.75.87.206
ReturnHeader/FilingSecurityInformation/IPDt02020-08-12
ReturnHeader/FilingSecurityInformation/IPTm009:25:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825245114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mooresville Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0907 Brawley School Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mooresville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028117
ReturnHeader/PreparerPersonGrp/PhoneNum07043601040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig Lancaster
ReturnHeader/ReturnTs02020-08-12T09:24:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings