Civic Intelligence

Coddle Creek Elementary School Parent Teacher Organization (PTO)

990EZ • Fiscal year 2022 • EIN 27-0691680

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 12, 2024

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

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Net Margin

68th percentile

28%

Higher net margin than 68% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Asset Growth

72nd percentile

41%

Faster asset growth than 72% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

232%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$43,050

Up $12,583 (+41%) from 2021

Net Assets

Up

$43,050

Up $14,635 (+52%) from 2021

Liabilities

Down

$0

Down $2,052 (-100%) from 2021

Revenue

Up

$51,371

Up $35,894 (+232%) from 2021

Expenses

Up

$36,736

Up $22,718 (+162%) from 2021

Net Income

Up

$14,635

Up $13,176 (+903%) from 2021

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

2022

Assets$43,050
Liabilities$0
Net Assets$43,050

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

2022

Revenue$51,371
Expenses$36,736
Net Income$14,635
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 12, 2024
Return Version
2021v4.2
Gross Receipts
$123,377
Mission and Program Overview

Mission

Support Teachers at Coddle Creek Element

Program Services

DescriptionGrantsExpenses
The PTO covers several activities expenses-$22,848
Teachers Classroom expenses are reimbursed-$9,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janette HendershottPresident-$0--
Kyndra HeckTreasurer-$0--
Leah GuentherVP Of Communications-$0--
Katie MarshallSecretary-$0--
Naomi RaceVP Of Fundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$38,337$38,337$22,402$15,935
Raize Craze$12,231$12,231$14,042$-1,811
Total Events$57,193$57,193$36,665$20,528
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
Janette Hendershott
Title
President
Phone
7044394077
Signed
2024-02-12
Discuss with paid preparer
No

Preparer

Firm
Mooresville Tax Service Inc
Address
907 Brawley School Rd, Mooresville, NC 28117
Preparer
Sara Ray
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 1,930Administrative 2,320Bank Fee 168CCE Equipment 12,5051st Friday 2,476Honor Roll Appreciation 279Community Help Expense 1,800Staff Appreciation Expense 117Student Assistance 159Interactive TV Project 5,382Teacher Allotment 9,600

Description of total liabilities Part II line 26

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

Raw XML Appendix188 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/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kyndra Heck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leah Guenther
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Naomi Race
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt036736
IRS990EZ/OtherRevenueTotalAmt01
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/ProgramServiceExpensesAmt022848
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt072006
IRS990EZ/SpecialEventsNetIncomeLossAmt049511
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02052
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036736
IRS990EZ/TotalProgramServiceExpensesAmt032448
IRS990EZ/TotalRevenueAmt051371
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/SupportAmt032448
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt032448
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Raize Craze
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012231
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IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInterest Income 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amount5th Grade Promotion Expense 1,930Administrative 2,320Bank Fee 168CCE Equipment 12,5051st Friday 2,476Honor Roll Appreciation 279Community Help Expense 1,800Staff Appreciation Expense 117Student Assistance 159Interactive TV Project 5,382Teacher Allotment 9,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCredit Card 2,052 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Janette Hendershott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07044394077
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-12
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/PreparerFirmGrp/PreparerFirmEIN0825245114
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0907 Brawley School Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mooresville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum07043601040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sara Ray
ReturnHeader/ReturnTs02024-02-13T10:23:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Janette
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hendershott
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings