Civic Intelligence

Coddle Creek Elementary School Parent Teacher Organization (PTO)

990EZ • Fiscal year 2021 • EIN 27-0691680

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 17, 2021

Organization Profilecoddlecreekpto.org
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

95th percentile

0.07x

Higher debt load relative to assets than 95% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

0.13x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Net Margin

61st percentile

9.4%

Higher net margin than 61% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-66%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$30,467

Up $3,511 (+13%) from 2020

Net Assets

Up

$28,415

Up $1,459 (+5.4%) from 2020

Liabilities

Up

$2,052

Up $2,052 from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin61st percentile

Revenue

Down

$15,477

Down $29,647 (-66%) from 2020

Expenses

Down

$14,018

Down $66,504 (-83%) from 2020

Net Income

Up

$1,459

Up $36,857 (+104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2021

Assets$30,467
Liabilities$2,052
Net Assets$28,415
Open 2021 Filing

Operations Trend

Revenue Growth32nd 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

2021

Revenue$15,477
Expenses$14,018
Net Income$1,459
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 17, 2021
Return Version
2020v4.1
Gross Receipts
$32,252
Mission and Program Overview

Mission

Support Teachers at Coddle Creek Element

Program Services

DescriptionGrantsExpenses
The PTO covers several activities expenses-$12,241
Teachers Classroom expenses are reimbursed-$800
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tyler TaubePresident-$0--
Hannah LoganTreasurer-$0--
Kyndra HeckCommunications-$0--
Stephanie PozdolSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$29,398$29,398$16,775$12,623
Total Events$29,398$29,398$16,775$12,623
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
Kyndra Heck
Title
Communications
Phone
9804474162
Signed
2021-11-17
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 1”

Description of other expenses Part I line 16

“Description Amount5th Grade Promotion Expense 760Administrative (10)PTO Breakfast 53Welcome Back Breakfast 886CCE Equipment 7,939 Community Help Expense 455School Store Expense 724Field Day Expense 37Staff Appreciation Expense 2,110Uncategorized Expense 264Teacher Allotment 800”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCredit Card 0 2,052”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014018
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Teachers at Coddle Creek Element
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teachers Classroom expenses are reimbursed
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012241
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt012623
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02052
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014018
IRS990EZ/TotalProgramServiceExpensesAmt013041
IRS990EZ/TotalRevenueAmt015477
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
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt013041
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt013041
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IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInterest Income 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amount5th Grade Promotion Expense 760Administrative (10)PTO Breakfast 53Welcome Back Breakfast 886CCE Equipment 7,939 Community Help Expense 455School Store Expense 724Field Day Expense 37Staff Appreciation Expense 2,110Uncategorized Expense 264Teacher Allotment 800
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0270691680
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 Franks Crossing Loop
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ReturnHeader/PreparerPersonGrp/PhoneNum07043601040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig Lancaster
ReturnHeader/ReturnTs02021-11-20T08:23:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kyndra
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heck
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
$30,467
Liabilities
$2,052
Net assets
$28,415
Revenue
$15,477
Expenses
$14,018
Net income
$1,459
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