Coddle Creek Elementary School Parent Teacher Organization (PTO)

990EZ • Fiscal year 2017 • EIN 27-0691680

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 05, 2018

Organization Profile N/A

484 Presbyterian RoadMooresville, NC 28115

(704) 439-1550

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

21%

Higher net margin than 73% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

55%

Faster asset growth than 87% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

-42%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$19,036

Up $6,765 (+55%) from 2016

Net Assets

$19,036

Up $6,765 (+55%) from 2016

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin73rd percentile

Revenue

Down

$32,654

Down $23,631 (-42%) from 2016

Expenses

Down

$25,889

Down $32,920 (-56%) from 2016

Net Income

$6,765

Up $9,289 (+368%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2017

Assets$19,036

Liabilities-

Net Assets$19,036

Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$32,654

Expenses$25,889

Net Income$6,765

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Jul 5, 2018
Return Version: 2016v3.1
Gross Receipts: $46,520

Mission and Program Overview

Mission

Support Teachers at Coddle Creek Element

To enhance educational environment and foster proactive staff to student relationships by maintaining a staff recognition program

Program Services

Description	Grants	Expenses
SCHEDULE O	-	$18,064
PRIMARY EXEMPT PURPOSE - THE PURPOSE IS TO ESTABLISH AND IMPLEMENT FUNDRAISING PROGRAMS IN SUPPORT OF THE EXPANSION AND CONTINUOUS IMPROVEMENT OF THE EDUCATIONAL FUNCTIONS OF CODDLE CREEK ELEMENTARY SCHOOL IN THE MOORESVILLE, NORTH CAROLINA AREA	-	$5,676
SCHEDULE O	-	$744

Compensation and Service Providers

Top Officer Pay98th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KIM CLINE	Treasurer	-	$0	-	-
MANDEE MANN	President	-	$0	-	-
CYNTHIA JONES	First Vice P	-	$0	-	-
KAREN FISHER	Second V Pre	-	$0	-	-
SUSANNE WARSHAWSKY	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Coddle Creek Elementary School
EIN: 27-0691680
Phone: 7044391550
Address: 484 PRESBYTERIAN ROAD, MOORESVILLE, NC 28115

Signing Officer

Name: Kim Cline
Title: Treasurer
Phone: 7044391550
Signed: 2018-07-05
Discuss with paid preparer: Yes

Preparer

Firm: Gbk Peabody Pllc
Address: 1927 S TRYON ST SUITE 205, CHARLOTTE, NC 28203-4688
Preparer: R Keith Gunter
Phone: 7045257300

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses education support 5,676 administrative/office 744 special events 19,469 total 25,889”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 601 0 total 601 0”

Form 990-ez, Part III

“To enhance educational environment and foster proactive staff to student relationships by maintaining a staff recognition program”

Form 990-ez, Part III, Line 28

“Primary exempt purpose - the purpose is to establish and implement fundraising programs in support of the expansion and continuous improvement of the educational functions of coddle creek elementary school in the mooresville, north carolina area”

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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	744
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	NC
IRS990EZ/SubjectToProxyTaxInd	0	false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	32475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	55777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	62578
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	16014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	58675
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IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES EDUCATION SUPPORT 5,676 ADMINISTRATIVE/OFFICE 744 SPECIAL EVENTS 19,469 TOTAL 25,889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	INVENTORIES FOR SALE OR USE 601 0 TOTAL 601 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	TO ENHANCE EDUCATIONAL ENVIRONMENT AND FOSTER PROACTIVE STAFF TO STUDENT RELATIONSHIPS BY MAINTAINING A STAFF RECOGNITION PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	PRIMARY EXEMPT PURPOSE - THE PURPOSE IS TO ESTABLISH AND IMPLEMENT FUNDRAISING PROGRAMS IN SUPPORT OF THE EXPANSION AND CONTINUOUS IMPROVEMENT OF THE EDUCATIONAL FUNCTIONS OF CODDLE CREEK ELEMENTARY SCHOOL IN THE MOORESVILLE, NORTH CAROLINA AREA
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ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
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ReturnHeader/PreparerPersonGrp/PhoneNum	0	7045257300
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	R KEITH GUNTER
ReturnHeader/ReturnTs	0	2018-07-09T10:15:43-04:00
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ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,036
Liabilities: -
Net assets: $19,036
Revenue: $32,654
Expenses: $25,889
Net income: $6,765

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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