Civic Intelligence

Lucy S Herring Elementary Parent Team

990EZ • Fiscal year 2020 • EIN 27-0752176

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

98 Sulphur Springs RdAsheville, NC 28806

(828) 273-9734

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

82nd percentile

36%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$62,907

No earlier filing loaded for comparison.

Net Assets

$62,907

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$48,287

No earlier filing loaded for comparison.

Expenses

$30,887

No earlier filing loaded for comparison.

Net Income

$17,400

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2020: $62,907Liabilities 2020: $0Net Assets 2020: $62,9072020Assets 2021: $51,382Liabilities 2021: $0Net Assets 2021: $51,3822021Assets 2022: $53,155Liabilities 2022: $0Net Assets 2022: $53,1552022Assets 2023: $51,617Liabilities 2023: $0Net Assets 2023: $51,6172023Assets 2024: $48,837Liabilities 2024: $0Net Assets 2024: $48,8372024

Highlighted filing

2020

Assets$62,907
Liabilities$0
Net Assets$62,907

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2020: $48,287Expenses 2020: $30,887Net Income 2020: $17,4002020Revenue 2021: $6,132Expenses 2021: $17,657Net Income 2021: -$11,5252021Revenue 2022: $32,888Expenses 2022: $31,115Net Income 2022: $1,7732022Revenue 2023: $26,888Expenses 2023: $28,692Net Income 2023: -$1,8042023Revenue 2024: $31,352Expenses 2024: $34,132Net Income 2024: -$2,7802024

Highlighted filing

2020

Revenue$48,287
Expenses$30,887
Net Income$17,400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$72,020
Mission and Program Overview

Mission

Support for Vance Elementary Community

Program Services

DescriptionGrantsExpenses
Other program services-$13,196
FEAST Garden Coordinaor-This PT partially funds a teaching position for our school garden. The position is responsible for garden based lessons and reaches all students.-$7,500
ASE-After School Enrichment-Supports and enriches Vance Elementary School learning with afterschool extra-curricular classes three times per year. Reaches 50% of students.-$5,825
Teacher Stipends-All certified staff members are given annual stipends to use for classroom supplies, projects etc. Our goal is for teachers to spend less of their own money.-$3,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carrie TurnerCo-Chair-$0--
Katie BrushCo-Chair-$0--
Jennifer MarSecretary-$0--
Adrienne BernardiTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$50,618$20,259$20,259$0
Book Fairs$3,474$3,474$3,474$0
Total Events$54,092$23,733$23,733-
Filing and Contact Details

Filer

Filer Name
Vance Elementary School Parent Team
EIN
27-0752176
Address
98 SULPHUR SPRINGS RD, Asheville, NC 28806

Signing Officer

Name
Adrienne Bernardi
Title
Treasurer
Phone
8282739734
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Lonnie J Bewernitz CPA Pa
Address
4792 BETHLEHEM RD, Old Fort, NC 28762
Preparer
Lonnie Bewernitz
Phone
8282803784
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Certified Staff Stipends Amount 3,500Activity Professional Development Amount 423Activity STEAM Stipends Amount 1,277Activity Staff Appreciation Amount 2,842Activity Garden Supplies Amount 1,317Activity Facility Improvement/Projects Amount 4,406Activity PT Mini-Grant Program Amount 934Activity Kickball Cookout Amount 525Activity Hispanic Heritage Night Amount 313Activity Black History Celebration Amount 380Activity Holiday Party Amount 515Activity Interpretation (PT & ICS) Amount 264

Description of other expenses Part I line 16

Description AmountHospitality 323Other (bank/pay pal fees, etc) 103PTO Insurance 440ASE-teacher pay, supplies 5,825FEAST Garden Coordinator 7,500

Other program services Part III line 31

STEAM Stipends $1276, Staff Appreciation $2843, Garden supplies $1317, Facility Improvement $3405, Compost $1000, PT Mini-Grant Program $934, Kickball cookout $525, Hispanic Heritage Night $313, Black HIstory Celebration $380, Holiday Party $515, Interpretation (PT & ICS) $264

Raw XML Appendix180 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/PersonNm0Carrie Turner
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FEAST Garden Coordinaor-This PT partially funds a teaching position for our school garden. The position is responsible for garden based lessons and reaches all students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher Stipends-All certified staff members are given annual stipends to use for classroom supplies, projects etc. Our goal is for teachers to spend less of their own money.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05825
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt313196
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Vance Elementary School Parent Team operates as a PTO organization for an elementary school. As is typical of PTO organizations, we do not receive a high amount of direct monetary gifts from our communmity but rather have to engage in fundraising activity for our income. We do seek support from families and businesses connected to the school.
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IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Fundraising event (boosterthon Fun Run) was donation based and all income was in the form of contributions. The expenses from Boosterthon were paid to the Boosterthon corporation for organizing and coordinating the event.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0General Explanation Attachment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Certified Staff Stipends Amount 3,500Activity Professional Development Amount 423Activity STEAM Stipends Amount 1,277Activity Staff Appreciation Amount 2,842Activity Garden Supplies Amount 1,317Activity Facility Improvement/Projects Amount 4,406Activity PT Mini-Grant Program Amount 934Activity Kickball Cookout Amount 525Activity Hispanic Heritage Night Amount 313Activity Black History Celebration Amount 380Activity Holiday Party Amount 515Activity Interpretation (PT & ICS) Amount 264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountHospitality 323Other (bank/pay pal fees, etc) 103PTO Insurance 440ASE-teacher pay, supplies 5,825FEAST Garden Coordinator 7,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEAM Stipends $1276, Staff Appreciation $2843, Garden supplies $1317, Facility Improvement $3405, Compost $1000, PT Mini-Grant Program $934, Kickball cookout $525, Hispanic Heritage Night $313, Black HIstory Celebration $380, Holiday Party $515, Interpretation (PT & ICS) $264
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Adrienne Bernardi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08282739734
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VANCE ELEMENTARY SCHOOL PARENT TEAM
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ReturnHeader/Filer/EIN0270752176
ReturnHeader/Filer/USAddress/AddressLine1Txt098 SULPHUR SPRINGS RD
ReturnHeader/Filer/USAddress/CityNm0Asheville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028806
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-14
ReturnHeader/FilingSecurityInformation/IPTm009:03:23
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LONNIE J BEWERNITZ CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04792 BETHLEHEM RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Old Fort
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum08282803784
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-14T08:59:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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