Civic Intelligence

Crestdale Middle School PTO

990EZ • Fiscal year 2022 • EIN 27-1694799

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 30, 2022

Organization Profile
940 Sam Newell RoadMatthews, NC 28105

(908) 279-5437

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.00x

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

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Net Margin

9th percentile

-54%

Higher net margin than 9% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-39%

Faster asset growth than 10% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

17%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$15,750

Down $10,090 (-39%) from 2021

Net Assets

Down

$15,750

Down $10,090 (-39%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin9th percentile

Revenue

Up

$18,788

Up $2,743 (+17%) from 2021

Expenses

Up

$28,878

Up $13,204 (+84%) from 2021

Net Income

Down

-$10,090

Down $10,461 (-2820%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$15,750
Liabilities$0
Net Assets$15,750
Open 2022 Filing

Operations Trend

Revenue Growth36th 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

2022

Revenue$18,788
Expenses$28,878
Net Income-$10,090
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 30, 2022
Return Version
2021v4.2
Gross Receipts
$18,788
Mission and Program Overview

Mission

Child Adovcacy

Program Services

DescriptionGrantsExpenses
Provide Teachers lunches, holiday gifts, appreaciation gifts to booster morale--
2 Promethean TVs--
8th Grade Events--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana BrincefieldPresident-$0--
Sara MayseVice 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
2022-09-30
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 revenue Part I line 8

“Description AmountSpirit Days 1,437Spirit Wear 3,133NC Sales Tax Refund 366Free Fundraising 1,176”

Description of other expenses Part I line 16

“Description AmountInsurance 370Principal Discretionary Fund 3,986PTO Discretionary Fund 117Spirit Wear Purchases 1,4598th Grade Social 399Student Club Supplies 85Teachers Supply fund 1,044Technology & Educations 4,730Hospitality, gifts, lunches, gifts 7,848Prior Year Tax Preparation Fees 270Academic Celebrations 857Fine Arts 7,713”

Raw XML Appendix177 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/PersonNm0Liliana Lopez
IRS990EZ/BooksInCareOfDetail/PhoneNum09082795437
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0940 Sam Newell Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025840
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015750
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10090
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt011754
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0922
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025840
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015750
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dana Brincefield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sara Mayse
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/OtherExpensesTotalAmt028878
IRS990EZ/OtherRevenueTotalAmt06112
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Adovcacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Teachers lunches, holiday gifts, appreaciation gifts to booster morale
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12 Promethean TVs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt28th Grade Events
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt011754
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028878
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018788
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041705
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028834
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt058592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt067431
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0189691
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt016691
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010674
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt020063
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt043112
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt057446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0147986
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt058592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt067431
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0189691
IRS990ScheduleA/InvestmentIncomeCYPct00.50000
IRS990ScheduleA/InvestmentIncomePYPct00.50000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0368
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0368
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.49950
IRS990ScheduleA/PublicSupportPY509Pct00.49950
IRS990ScheduleA/PublicSupportTotal509Amt0189691
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067431
IRS990ScheduleA/Total509Grp/TotalAmt0189691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0117184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0135230
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0379750
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSpirit Days 1,437Spirit Wear 3,133NC Sales Tax Refund 366Free Fundraising 1,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 370Principal Discretionary Fund 3,986PTO Discretionary Fund 117Spirit Wear Purchases 1,4598th Grade Social 399Student Club Supplies 85Teachers Supply fund 1,044Technology & Educations 4,730Hospitality, gifts, lunches, gifts 7,848Prior Year Tax Preparation Fees 270Academic Celebrations 857Fine Arts 7,713
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description 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/SignatureDt02022-09-30
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/PreparationDt02022-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02022-10-13T14:37:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Liliana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lopez
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,750
Liabilities
$0
Net assets
$15,750
Revenue
$18,788
Expenses
$28,878
Net income
-$10,090
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