Civic Intelligence

Crestdale Middle School PTO

990EZ • Fiscal year 2017 • EIN 27-1694799

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 01, 2017

Organization Profile
940 Sam Newell RoadMatthews, NC 28105

(813) 495-9034

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2017 filings • NTEE B11 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.00x

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

2017 filings • NTEE B11 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-118%

Higher net margin than 2% of similar nonprofits.

2017 filings • NTEE B11 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2017 filings • NTEE B11 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-46%

Faster asset growth than 7% of similar nonprofits.

2017 filings • NTEE B11 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • NTEE B11 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$24,547

Down $20,805 (-46%) from 2016

Net Assets

Down

$24,547

Down $20,805 (-46%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin2nd percentile

Revenue

Down

$17,670

Down $59,036 (-77%) from 2016

Expenses

Down

$38,475

Down $26,443 (-41%) from 2016

Net Income

Down

-$20,805

Down $32,593 (-276%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2017

Assets$24,547
Liabilities$0
Net Assets$24,547
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

2017

Revenue$17,670
Expenses$38,475
Net Income-$20,805
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 1, 2017
Return Version
2016v3.0
Gross Receipts
$19,811
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--
Provide 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 Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marlene RosenPresidentPT$0--
Jen ReillyPresident - Elect-$0--
Cara HunterTreasurer- Elect-$0--
Sarah NovakTreasurer-$0--
Kristen JensenVice President-$0--
Dana BrincefieldSecretary-$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
Sarah Novak
Title
Treasurer
Phone
8194959034
Signed
2017-08-01
Discuss with paid preparer
No

Preparer

Firm
JKG Investments Inc
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 768Misc Donations 90”

Description of other expenses Part I line 16

“Description AmountAcademic programs and celebrations 577Bank Charges 86Grounds Beautification 1,346Go Play Save Books 2,700Hospitality-Staff Appreciation Even 3,697PTO Insurance 370Graduation ceremony 250PTO Admin Expenses 804Sales tax paid 392Purchase Tech & Education resources 19,451Classroom Supplies 3,142Principal As Needed Fund 2,555Media Center 195School Socials 2,564”

Raw XML Appendix172 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/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045352
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IRS990EZ/CostOfGoodsSoldAmt02141
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-20805
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
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IRS990EZ/FundraisingGrossIncomeAmt09346
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01077
IRS990EZ/GrossReceiptsAmt019811
IRS990EZ/GrossSalesOfInventoryAmt03218
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01292
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045352
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024547
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marlene Rosen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jen Reilly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cara Hunter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Novak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kristen Jensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dana Brincefield
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/OtherExpensesTotalAmt038129
IRS990EZ/OtherRevenueTotalAmt0858
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/PrintingPublicationsPostageAmt096
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchasing technological educational resources for the school including SMART Boards iPads laptop computers and ebooks for the Media Center870 students and 60 staff members
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide educationas supplies for teachers 60 teachers benefitted from this expenditure
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Proveded staff with hospitality events such as luncheons and other events to show appreciation and increase staff moral 90 staff members befitted from events
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt09346
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038475
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017670
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0191851
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09863
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt022485
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt024101
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt047336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt047007
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0150792
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0342643
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082964
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069964
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089306
IRS990ScheduleA/Total509Grp/TotalAmt0342643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0342643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSales Tax Refund 768Misc Donations 90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAcademic programs and celebrations 577Bank Charges 86Grounds Beautification 1,346Go Play Save Books 2,700Hospitality-Staff Appreciation Even 3,697PTO Insurance 370Graduation ceremony 250PTO Admin Expenses 804Sales tax paid 392Purchase Tech & Education resources 19,451Classroom Supplies 3,142Principal As Needed Fund 2,555Media Center 195School Socials 2,564
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Novak
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08194959034
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EDA3AF79BB00D9FD8F79FE61D4CB9DAA07FC18D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EDA3AF79BB00D9FD8F79FE61D4CB9DAA07FC18D0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05675902017220kyhs0nz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.73.255.60
ReturnHeader/FilingSecurityInformation/IPDt02017-08-08
ReturnHeader/FilingSecurityInformation/IPTm011:20:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770690014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JKG Investments Inc
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/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02017-08-08T10:45:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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
$24,547
Liabilities
$0
Net assets
$24,547
Revenue
$17,670
Expenses
$38,475
Net income
-$20,805
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