Liabilities / Assets
88th percentile
Tied with the lowest-debt nonprofits in its peer group.
Coddle Creek Elementary School Parent Teacher Organization (PTO)
990EZ • Fiscal year 2023 • EIN 27-0691680
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
88th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
99th percentile
Higher top officer pay than 99% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
93rd percentile
Faster asset growth than 93% of similar nonprofits.
Revenue Growth
86th percentile
Faster revenue growth than 86% of similar nonprofits.
Balance Sheet
Assets
Up$81,575
Up $38,525 (+89%) from 2022
Net Assets
Up$81,575
Up $38,525 (+89%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Up$98,493
Up $47,122 (+92%) from 2022
Expenses
Up$59,968
Up $23,232 (+63%) from 2022
Net Income
Up$38,525
Up $23,890 (+163%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Feb 12, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $120,713
Mission and Program Overview
Mission
Support Teachers at Coddle Creek Element
Program Services
| Description | Grants | Expenses |
|---|---|---|
| The PTO covers several activities expenses | - | $34,615 |
| Teachers Classroom expenses are reimbursed | - | $9,815 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Janette Hendershot | President | PT | $0 | - | - |
| Kyndra Heck | Treasurer | PT | $0 | - | - |
| Leah Guenther | Communications | PT | $0 | - | - |
| Kati Marshall | Secretary | - | $0 | - | - |
| Lark Miller | VP Of Fundrdaising | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Boosterthon | $58,758 | $58,758 | $12,417 | $46,341 |
| BookFair | $15,948 | $15,948 | $8,274 | $7,674 |
| Total Events | $79,939 | $79,939 | $22,220 | $57,719 |
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 Hendershot
- 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 expenses Part I line 16
“Description Amount5th Grade Promotion Expense 3,033Administrative 3,572Volunteer Appreciation 102Stripe Fees 325Book Fair Expense 6,398Boosterthon Expense 7,500Spirit Week 2,904Neon Dance 2,159Bank Fee 57Valentine Grams 232CCE Equipment 181First Friday 4,233Honor Roll Appreciation 1,638Penny Wars 196Trunk or Treat 1,552BTS Carnival 1,929Open House 549Teacher Reimbursement 214Yearbook 105School Store Expense 10,479Field Day Expense 924Staff Appreciation Expense 1,536Student Assistance 285United Way 1,800Teacher Allotment 8,065”
Raw XML Appendix182 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Kyndra Heck |
| 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 | 43050 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 81575 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1776 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 38525 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 43050 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 81575 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 118937 |
| IRS990EZ/GrossReceiptsAmt | 0 | 120713 |
| 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 | 43050 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 81575 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 43050 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 81575 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Janette Hendershot |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Kyndra Heck |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Leah Guenther |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Kati Marshall |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Lark Miller |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Communications |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP of Fundrdaising |
| 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 | 59968 |
| 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 | 34615 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 9815 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 22220 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 96717 |
| 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 | 59968 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 44430 |
| IRS990EZ/TotalRevenueAmt | 0 | 98493 |
| 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 | 44430 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | Coddle Creek Elementary |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 44430 |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 22220 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Boosterthon |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | BookFair |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 58758 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 15948 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 5233 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 79939 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 58758 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 15948 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 5233 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 79939 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 57719 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 1529 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 22220 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 12417 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 8274 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleG/LicensedStatesCd | 0 | NC |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description Amount5th Grade Promotion Expense 3,033Administrative 3,572Volunteer Appreciation 102Stripe Fees 325Book Fair Expense 6,398Boosterthon Expense 7,500Spirit Week 2,904Neon Dance 2,159Bank Fee 57Valentine Grams 232CCE Equipment 181First Friday 4,233Honor Roll Appreciation 1,638Penny Wars 196Trunk or Treat 1,552BTS Carnival 1,929Open House 549Teacher Reimbursement 214Yearbook 105School Store Expense 10,479Field Day Expense 924Staff Appreciation Expense 1,536Student Assistance 285United Way 1,800Teacher Allotment 8,065 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL2 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Janette Hendershot |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7044394077 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-02-12 |
| 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/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 | 2024-02-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Sara Ray |
| ReturnHeader/ReturnTs | 0 | 2024-02-13T10:24:43-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Janette |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Hendershot |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $81,575
- Liabilities
- $0
- Net assets
- $81,575
- Revenue
- $98,493
- Expenses
- $59,968
- Net income
- $38,525