Civic Intelligence

Crestdale Middle School PTO

990EZ • Fiscal year 2019 • EIN 27-1694799

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 30, 2019

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.

2019 filings • NTEE B11 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.00x

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

2019 filings • NTEE B11 • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

2019 filings • NTEE B11 • <$500k nonprofits • Source year 2019

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.

2019 filings • NTEE B11 • <$500k nonprofits • Source year 2019

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

2019 filings • NTEE B11 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-14%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • NTEE B11 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$13,709

Down $13,075 (-49%) from 2018

Net Assets

Down

$13,709

Down $13,075 (-49%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$26,266

Down $4,110 (-14%) from 2018

Expenses

Up

$39,341

Up $11,202 (+40%) from 2018

Net Income

Down

-$13,075

Down $15,312 (-684%) from 2018

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

2019

Assets$13,709
Liabilities$0
Net Assets$13,709

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

2019

Revenue$26,266
Expenses$39,341
Net Income-$13,075
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$58,592
Mission and Program Overview

Mission

Child Adovcacy

Child Advocacy

Program Services

DescriptionGrantsExpenses
Purchasing 8 Proethean TVs & accessory social emotional curruculum software for teacher use math curriculum testing review books-$35,050
Provide PE Uniforms teacher Classroom grants for sypplies-$19,467
Proveded staff with hospitality events such as luncheons and other events to show appreciation and increase staff moral 90 staff members benefitted from events-$7,817
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
FE Fees$37,071$37,071$28,996$8,075
General$10,797$10,797-$10,797
Total Events$56,057$56,057$32,326$23,731
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
2019-07-30
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 expenses Part I line 16

Description AmountAcademic Programs and Celebrations 947Hospitality-Staff Appreciation Even 3,845Grounds Beautification 1,094PTO Insurace 370Purchasae of Tech & Ed Resources 24,182Teachers as Needed Fund 1,339Principal As Needed Fund 3,840PTO As Needed Fund 974Health Room 13PVSA 141Social & Special Events Expenses 1,765Dream Team 531Academic Programs and Celebrations 946.59Grounds Beautification 1093.89Hospitality- Staff Appreciation Event 3978.09PTO Insurance 370.00Purchase of Tech & Education Resources 24182.05Teachers As Needed Fund 1338.84Principal As Needed Fund 3839.93PTO As Needed Fund 973.95Health Room 13.20PVSA 141.30

Raw XML Appendix195 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/PersonNm3Melissa Milligan
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAcademic Programs and Celebrations 947Hospitality-Staff Appreciation Even 3,845Grounds Beautification 1,094PTO Insurace 370Purchasae of Tech & Ed Resources 24,182Teachers as Needed Fund 1,339Principal As Needed Fund 3,840PTO As Needed Fund 974Health Room 13PVSA 141Social & Special Events Expenses 1,765Dream Team 531Academic Programs and Celebrations 946.59Grounds Beautification 1093.89Hospitality- Staff Appreciation Event 3978.09PTO Insurance 370.00Purchase of Tech & Education Resources 24182.05Teachers As Needed Fund 1338.84Principal As Needed Fund 3839.93PTO As Needed Fund 973.95Health Room 13.20PVSA 141.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Hunter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07045071310
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Crestdale Middle School PTO
ReturnHeader/Filer/BusinessNameControlTxt0CRES
ReturnHeader/Filer/EIN0271694799
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ReturnHeader/Filer/USAddress/CityNm0Matthews
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ReturnHeader/Filer/USAddress/ZIPCd028105
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0608 Indian Trail Rd
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ReturnHeader/PreparerPersonGrp/PhoneNum07048210742
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02019-08-21T09:58:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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