Civic Intelligence

Crestdale Middle School PTO

990EZ • Fiscal year 2016 • EIN 27-1694799

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 01, 2016

Organization Profile
940 Sam Newell RoadMatthews, NC 28105

(704) 845-0907

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2016 filings • NTEE B11 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.00x

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

2016 filings • NTEE B11 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

2016 filings • NTEE B11 • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2016 filings • NTEE B11 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

$45,352

No earlier filing loaded for comparison.

Net Assets

$45,352

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin64th percentile

Revenue

$76,706

No earlier filing loaded for comparison.

Expenses

$64,918

No earlier filing loaded for comparison.

Net Income

$11,788

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2016: $45,352Liabilities 2016: $0Net Assets 2016: $45,3522016Assets 2017: $24,547Liabilities 2017: $0Net Assets 2017: $24,5472017Assets 2018: $26,784Liabilities 2018: $0Net Assets 2018: $26,7842018Assets 2019: $13,709Liabilities 2019: $0Net Assets 2019: $13,7092019Assets 2020: $25,372Liabilities 2020: $0Net Assets 2020: $25,3722020Assets 2021: $25,840Liabilities 2021: $0Net Assets 2021: $25,8402021Assets 2022: $15,750Liabilities 2022: $0Net Assets 2022: $15,7502022Assets 2023: $20,750Liabilities 2023: $0Net Assets 2023: $20,7502023

Highlighted filing

2016

Assets$45,352
Liabilities$0
Net Assets$45,352
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2016: $76,706Expenses 2016: $64,918Net Income 2016: $11,7882016Revenue 2017: $17,670Expenses 2017: $38,475Net Income 2017: -$20,8052017Revenue 2018: $30,376Expenses 2018: $28,139Net Income 2018: $2,2372018Revenue 2019: $26,266Expenses 2019: $39,341Net Income 2019: -$13,0752019Revenue 2020: $23,506Expenses 2020: $11,843Net Income 2020: $11,6632020Revenue 2021: $16,045Expenses 2021: $15,674Net Income 2021: $3712021Revenue 2022: $18,788Expenses 2022: $28,878Net Income 2022: -$10,0902022Revenue 2023: $21,910Expenses 2023: $16,910Net Income 2023: $5,0002023

Highlighted filing

2016

Revenue$76,706
Expenses$64,918
Net Income$11,788
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 1, 2016
Return Version
2015v2.1
Gross Receipts
$82,964
Mission and Program Overview

Mission

Child Adovcacy

Child Advocacy

Program Services

DescriptionGrantsExpenses
Purchasing technological educational resources for the school including SMART Boards iPads laptop computers and ebooks for the Media Center870 students and 60 staff members--
Proveide educationas supplies for teachers 60 teachers benefitted from this expenditure--
Proveded staff with hospitality events such as luncheons and other events to show appreciation and increase staff moral 90 staff members befitted from events--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jana EmerickPresidentPT$0--
Marlene RosenPresident - Elect-$0--
Sarah NovakTreasurer- Elect-$0--
Margaret MusaTreasurer-$0--
Kristen JensenVice PresidentPT$0--
Michele ThomasSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Crestdale Middle School PTO
EIN
27-1694799
Address
940 Sam Newell Road, Matthews, NC 28105

Signing Officer

Name
Margaret Musa
Title
Treasurer
Phone
7048450907
Signed
2016-08-01
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax Service
Address
608 Indian Trail Rd, Indian Trail, NC 28079
Preparer
Katherine Tice
Phone
7048210742
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSales Tax Refund 672School Socials 2,739”

Description of other expenses Part I line 16

“Description AmountAcademic programs and celebrations 462Bank Charges 133Grounds Beautification 497DARE- School safety 543Hospitality-Staff Appreciation Even 3,894PTO Insurance 370Graduation ceremony 800PTO Admin Expenses 852Sales tax paid 819School Supplies 426Purchase Tech & Education resources 27,022Classroom Supplies 3,824Student Volunteer Awards 410Principal As Needed Fund 849Media Center 500Helene Perry Scholarship 3,160School Socials 2,602Educational Resources 16,603”

Raw XML Appendix173 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/PersonNm5Michele Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President - Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer- Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt063766
IRS990EZ/OtherRevenueTotalAmt03411
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064918
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt076706
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022628
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSales Tax Refund 672School Socials 2,739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAcademic programs and celebrations 462Bank Charges 133Grounds Beautification 497DARE- School safety 543Hospitality-Staff Appreciation Even 3,894PTO Insurance 370Graduation ceremony 800PTO Admin Expenses 852Sales tax paid 819School Supplies 426Purchase Tech & Education resources 27,022Classroom Supplies 3,824Student Volunteer Awards 410Principal As Needed Fund 849Media Center 500Helene Perry Scholarship 3,160School Socials 2,602Educational Resources 16,603
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Musa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07048450907
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Crestdale Middle School PTO
ReturnHeader/Filer/BusinessNameControlTxt0CRES
ReturnHeader/Filer/EIN0271694799
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 Sam Newell Road
ReturnHeader/Filer/USAddress/CityNm0Matthews
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770690014
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0608 Indian Trail Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indian Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028079
ReturnHeader/PreparerPersonGrp/PhoneNum07048210742
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02016-08-03T15:52:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,352
Liabilities
$0
Net assets
$45,352
Revenue
$76,706
Expenses
$64,918
Net income
$11,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$21.9$16.9$5.00
2022Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$18.8$28.9$10.1
2021Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$16.0$15.7$0.37
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$23.5$11.8$11.7
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$26.3$39.3$13.1
2018Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$30.4$28.1$2.24
2017Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$17.7$38.5$20.8
2016Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$76.7$64.9$11.8