Civic Intelligence

Crestdale Middle School PTO

990EZ • Fiscal year 2020 • EIN 27-1694799

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 24, 2020

Organization Profile
940 Sam Newell RoadMatthews, NC 28105

(980) 343-5755

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.

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

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

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

85%

Faster asset growth than 91% of similar nonprofits.

2020 filings • NTEE B11 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

-11%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • NTEE B11 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$25,372

Up $11,663 (+85%) from 2019

Net Assets

Up

$25,372

Up $11,663 (+85%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin89th percentile

Revenue

Down

$23,506

Down $2,760 (-11%) from 2019

Expenses

Down

$11,843

Down $27,498 (-70%) from 2019

Net Income

Up

$11,663

Up $24,738 (+189%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2020

Assets$25,372
Liabilities$0
Net Assets$25,372
Open 2020 Filing

Operations Trend

Revenue Growth66th 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

2020

Revenue$23,506
Expenses$11,843
Net Income$11,663
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 24, 2020
Return Version
2019v5.1
Gross Receipts
$28,833
Mission and Program Overview

Mission

Child Adovcacy

Child Advocacy

Program Services

DescriptionGrantsExpenses
Provided funds toprincipals for professional development and provided shirts and gift card to staff to boost moral.-$4,051
Provided luncheons/breakfasts for teachers to boost morale, reimbursed teachers for supplies and curriculum-$1,358
Purchased 12 Document Cameras,-$1,029
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Traci- Lyn FullerPresident-$0--
Elizabeth BrownTreasurer-$0--
Leslee BlackVice President-$0--
Nicole HoldenSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
1& Done$12,347$12,347$223$12,124
Total Events$12,347$12,347$223$12,124
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
Elizabeth Brown
Title
Treasurer
Phone
9803435755
Signed
2020-07-24
Discuss with paid preparer
No

Preparer

Firm
Katherine Tice CPA PLLC
Address
1122 Sam Newell Road Ste 105, Matthews, NC 28105
Preparer
Katherine Tice
Phone
7046359504
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountInsurance 370Bank Charges 104Beautification 226Hospitality 3,149Principal as Needed 4,142Teacher Supplies 364Teachers Discretionary 1,885Technology & Education 1,029PVSA & PTO Discretionary 274”

Raw XML Appendix188 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/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013709
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025372
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt01138
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Traci- Lyn Fuller
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leslee Black
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Holden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011543
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchased 12 Document Cameras,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided luncheons/breakfasts for teachers to boost morale, reimbursed teachers for supplies and curriculum
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided funds toprincipals for professional development and provided shirts and gift card to staff to boost moral.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01029
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11358
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24051
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01028
IRS990EZ/SpecialEventsNetIncomeLossAmt014920
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011843
IRS990EZ/TotalProgramServiceExpensesAmt06438
IRS990EZ/TotalRevenueAmt023506
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028834
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt058592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt067431
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016252
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt082964
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0254073
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt020063
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt043112
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt057446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt09863
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt022485
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0152969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt058592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt067431
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016252
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt082964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0254073
IRS990ScheduleA/InvestmentIncomeCYPct00.50000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0368
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0368
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.49960
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IRS990ScheduleA/PublicSupportTotal509Amt0254073
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082964
IRS990ScheduleA/Total509Grp/TotalAmt0254073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057668
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0135230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0165928
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0508514
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0223
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm01& Done
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012347
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012347
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012124
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0223
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0223
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 370Bank Charges 104Beautification 226Hospitality 3,149Principal as Needed 4,142Teacher Supplies 364Teachers Discretionary 1,885Technology & Education 1,029PVSA & PTO Discretionary 274
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435755
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-24
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/FederalOriginalSubmissionId05675202020213ejinxpd
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.88.44.45
ReturnHeader/FilingSecurityInformation/IPDt02020-07-31
ReturnHeader/FilingSecurityInformation/IPTm009:21:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463337728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Katherine Tice CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01122 Sam Newell Road Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07046359504
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02020-07-31T09:19:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,372
Liabilities
$0
Net assets
$25,372
Revenue
$23,506
Expenses
$11,843
Net income
$11,663
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