Civic Intelligence

Crestdale Middle School PTO

990EZ • Fiscal year 2018 • EIN 27-1694799

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 01, 2018

940 Sam Newell RoadMatthews, NC 28105

(704) 507-1310

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.

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.00x

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

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

7.4%

Higher net margin than 55% of similar nonprofits.

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

9.1%

Faster asset growth than 55% of similar nonprofits.

2018 filings • NTEE B11 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

72%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • NTEE B11 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$26,784

Up $2,237 (+9.1%) from 2017

Net Assets

Up

$26,784

Up $2,237 (+9.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$30,376

Up $12,706 (+72%) from 2017

Expenses

Down

$28,139

Down $10,336 (-27%) from 2017

Net Income

Up

$2,237

Up $23,042 (+111%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$26,784
Liabilities$0
Net Assets$26,784

Operations Trend

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

2018

Revenue$30,376
Expenses$28,139
Net Income$2,237
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 1, 2018
Return Version
2017v2.2
Gross Receipts
$67,799
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-$34,790
Provide educational supplies for teachers 60 teachers benefitted from this expenditure-$5,585
Proveded staff with hospitality events such as luncheons and other events to show appreciation and increase staff moral 90 staff members benefitted from events-$3,970
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana BrincefieldPresident-$0--
Traci-Lynn FullerPresident - Elect-$0--
Cara HunterTreasurer-$0--
Stephanie RomeVice President-$0--
Melissa MilliganSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
General$13,221$13,221-$13,221
Capital Camp$8,272$8,272-$8,272
Total Events$26,616$26,616-$26,616
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
Cara Hunter
Title
Treasurer
Phone
7045071310
Signed
2018-08-01
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 368

Description of other expenses Part I line 16

Description AmountAcademic programs and celebrations 1,220Grounds Beautification 1,247Hospitality-Staff Appreciation Even 3,972PTO Insurance 370Misc expenses 35Purchase Tech & Education resources 12,866Classroom Supplies 110Teachers As Needed Fund 1,280Principal As Needed Fund 4,081Media Center 160PTO As Needed Fund 627School Socials 1,921

Raw XML Appendix186 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/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Milligan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President - Elect
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt027889
IRS990EZ/OtherRevenueTotalAmt0368
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide educational 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 benefitted from events
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSales Tax Refund 368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAcademic programs and celebrations 1,220Grounds Beautification 1,247Hospitality-Staff Appreciation Even 3,972PTO Insurance 370Misc expenses 35Purchase Tech & Education resources 12,866Classroom Supplies 110Teachers As Needed Fund 1,280Principal As Needed Fund 4,081Media Center 160PTO As Needed Fund 627School Socials 1,921
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Hunter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07045071310
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-01
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
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ReturnHeader/FilingSecurityInformation/IPTm017:01:25
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ReturnHeader/PreparerPersonGrp/PhoneNum07048210742
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02018-08-15T16:25:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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