Civic Intelligence

Crestdale Middle School PTO

990EZ • Fiscal year 2021 • EIN 27-1694799

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 01, 2021

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

74th percentile

0.00x

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

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

2.3%

Higher net margin than 44% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

1.8%

Faster asset growth than 48% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

-32%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$25,840

Up $468 (+1.8%) from 2020

Net Assets

Up

$25,840

Up $468 (+1.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin44th percentile

Revenue

Down

$16,045

Down $7,461 (-32%) from 2020

Expenses

Up

$15,674

Up $3,831 (+32%) from 2020

Net Income

Down

$371

Down $11,292 (-97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2021

Assets$25,840
Liabilities$0
Net Assets$25,840
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$16,045
Expenses$15,674
Net Income$371
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 1, 2021
Return Version
2020v4.1
Gross Receipts
$16,045
Mission and Program Overview

Mission

Child Adovcacy

Program Services

DescriptionGrantsExpenses
Provide Teachers lunches, holiday gifts, appreaciation gifts to booster morale-$8,659
Purchased Headsets-$3,006
Provide curbside treats-$1,201
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana BrincefieldPresident-$0--
Leslee BlackVice President-$0--
Liliana LopezTreasurer-$0--
Nocole HoldenSecretary-$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
Liliana Lopez
Title
Treasurer
Phone
9082795437
Signed
2021-09-01
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 372Principal Discretionary Fund 1,201PTO Discretionary Fund 403Health - Thermometers 1008th Grade Social 447Teachers Supply fund 486Teachers Discretary fund 730Technology & Educations 3,006Hospitality, gifts, lunches, gifts 8,659Prior Year Tax Preparation Fees 270”

Raw XML Appendix182 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/PhoneNum09803435755
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0940 Sam Newell Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025469
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0156
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01141
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dana Brincefield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leslee Black
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Liliana Lopez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nocole Holden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015674
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Adovcacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Teachers lunches, holiday gifts, appreaciation gifts to booster morale
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Purchased Headsets
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide curbside treats
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13006
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21201
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt010518
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015674
IRS990EZ/TotalProgramServiceExpensesAmt012866
IRS990EZ/TotalRevenueAmt016045
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045997
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028834
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt058592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt067431
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016252
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0187155
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010674
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt020063
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt043112
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt057446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt09863
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0141158
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt058592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt067431
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016252
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0187155
IRS990ScheduleA/InvestmentIncomeCYPct00.50000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0368
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0368
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.49950
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0187155
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016046
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058592
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016252
IRS990ScheduleA/Total509Grp/TotalAmt0187155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0135230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032504
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0374678
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 372Principal Discretionary Fund 1,201PTO Discretionary Fund 403Health - Thermometers 1008th Grade Social 447Teachers Supply fund 486Teachers Discretary fund 730Technology & Educations 3,006Hospitality, gifts, lunches, gifts 8,659Prior Year Tax Preparation Fees 270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Liliana Lopez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09082795437
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-01
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/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/PreparationDt02021-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02021-09-13T11:45:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Liliana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lopez
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,840
Liabilities
$0
Net assets
$25,840
Revenue
$16,045
Expenses
$15,674
Net income
$371
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