Civic Intelligence

Coddle Creek Elementary School Parent Teacher Organization (PTO)

990EZ • Fiscal year 2024 • EIN 27-0691680

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 01, 2024

Organization Profilecoddlecreekpto.org
141 Franks Crossing LoopMooresville, NC 28115

(704) 402-3682

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-3.7%

Faster asset growth than 40% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$78,580

Down $2,995 (-3.7%) from 2023

Net Assets

Down

$78,580

Down $2,995 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin25th percentile

Revenue

Down

$22,611

Down $75,882 (-77%) from 2023

Expenses

Down

$25,606

Down $34,362 (-57%) from 2023

Net Income

Down

-$2,995

Down $41,520 (-108%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2024

Assets$78,580
Liabilities$0
Net Assets$78,580
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$22,611
Expenses$25,606
Net Income-$2,995
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 1, 2024
Return Version
2023v5.1
Gross Receipts
$79,037
Mission and Program Overview

Mission

Support Teachers at Coddle Creek Element

Program Services

DescriptionGrantsExpenses
The PTO covers several activities expenses-$9,440
Teachers Classroom expenses are reimbursed-$8,278
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hope CorbettPresidentPT$0--
Amy ORourkeTreasurerPT$0--
Lark MillerDirector Of Volunteers-$0--
Janette HendershotSecretary-$0--
Corryn DavidVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$22,117$22,117$6,858$15,259
Holiday Shop$9,452$9,452$6,922$2,530
Total Events$50,131$50,131$23,980$26,151
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
Amy ORourke
Title
Treasurer
Phone
7044023682
Signed
2024-10-01
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 5Store Rewards 2,351”

Description of other expenses Part I line 16

“Description AmountPopscicles with Principle 31Staff Opener 486Open House 29Cookie Grams 495Kindergarten Registration 309First Friday 4,234Teacher Allotments 8,278Teacher Appreciation 3,856Operational Expenses 7,888”

Raw XML Appendix179 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/USAddress/CityNm0Mooresville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081575
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt079037
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hope Corbett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy ORourke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lark Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janette Hendershot
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Corryn David
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director of Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt025606
IRS990EZ/OtherRevenueTotalAmt02356
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/ProgramServiceExpensesAmt09440
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18278
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt056426
IRS990EZ/SpecialEventsNetIncomeLossAmt020255
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025606
IRS990EZ/TotalProgramServiceExpensesAmt017718
IRS990EZ/TotalRevenueAmt022611
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/SupportAmt017718
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Coddle Creek Elementary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt017718
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023980
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050131
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026151
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023980
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06858
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06922
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInterest Income 5Store Rewards 2,351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPopscicles with Principle 31Staff Opener 486Open House 29Cookie Grams 495Kindergarten Registration 309First Friday 4,234Teacher Allotments 8,278Teacher Appreciation 3,856Operational Expenses 7,888
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy ORourke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07044023682
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-01
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sara Ray
ReturnHeader/ReturnTs02024-10-02T17:29:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,580
Liabilities
$0
Net assets
$78,580
Revenue
$22,611
Expenses
$25,606
Net income
-$2,995
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