Civic Intelligence

Ardrey Kell High School Ptso

990EZ • Fiscal year 2018 • EIN 27-1758738

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 08, 2019

Organization ProfileN/A
10220 Ardrey Kell RoadCharlotte, NC 27277

(704) 759-0710

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

41st percentile

0.6%

Higher net margin than 41% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Asset Growth

47th percentile

3.2%

Faster asset growth than 47% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,317

Up $230 (+3.2%) from 2017

Net Assets

Up

$7,317

Up $230 (+3.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Up

$39,032

Up $8,239 (+27%) from 2017

Expenses

Down

$38,802

Down $24,265 (-38%) from 2017

Net Income

Up

$230

Up $32,504 (+101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2017: $7,087Net Assets 2017: $7,0872017Assets 2018: $7,317Net Assets 2018: $7,3172018Assets 2022: $39,497Liabilities 2022: $0Net Assets 2022: $39,4972022Assets 2023: $41,962Liabilities 2023: $0Net Assets 2023: $41,9622023

Highlighted filing

2018

Assets$7,317
Liabilities-
Net Assets$7,317
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2017: $30,793Expenses 2017: $63,067Net Income 2017: -$32,2742017Revenue 2018: $39,032Expenses 2018: $38,802Net Income 2018: $2302018Revenue 2022: $49,180Expenses 2022: $48,230Net Income 2022: $9502022Revenue 2023: $48,685Expenses 2023: $46,220Net Income 2023: $2,4652023

Highlighted filing

2018

Revenue$39,032
Expenses$38,802
Net Income$230
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.3
Gross Receipts
$39,032
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT AND EDUCATION FOR ALL STUDENTS AT ARDREY KELL HIGH SCHOOL WITH A POPULATION OF APPROXIMATELY 2,600 STUDENTS.-$29,131
SCHOLARSHIPS - 9, 1,000 SCHOLARSHIPS TO STUDENT MEMBERS OF PTSO.-$9,000
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA CANAFAXPresident-$0--
SUZANNE BEREISTreasurer-$0--
LISA O'NEILSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ardrey Kell High School Ptso
EIN
27-1758738
Phone
7047590710
Address
10220 ARDREY KELL ROAD, CHARLOTTE, NC 27277

Signing Officer

Name
Suzanne Bereis
Title
Treasurer
Phone
7047590710
Signed
2019-02-08
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses beautificatioin 4,000 education support 6,133 health room/front office 127 hospitality 10,736 principal discretionary 3,351 insurance 355 teacher recognition 500 office/op exp 804 scholarships 9,000 springfest 1,295 bank fees 203 bts orientation events 1,627 total 38,131”

Raw XML Appendix128 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUZANNE BEREIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07042010747
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011108 DUCK POND COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07087
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034211
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0230
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07087
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07317
IRS990EZ/GrossReceiptsAmt039032
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02125
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07087
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07317
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07087
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07317
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELA CANAFAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUZANNE BEREIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038131
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0671
IRS990EZ/ProgramServiceRevenueAmt02696
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT AND EDUCATION FOR ALL STUDENTS AT ARDREY KELL HIGH SCHOOL WITH A POPULATION OF APPROXIMATELY 2,600 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS - 9, 1,000 SCHOLARSHIPS TO STUDENT MEMBERS OF PTSO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029131
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038802
IRS990EZ/TotalProgramServiceExpensesAmt038131
IRS990EZ/TotalRevenueAmt039032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0190591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048367
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0238958
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057793
IRS990ScheduleA/Total509Grp/TotalAmt0238958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057793
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0238958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BEAUTIFICATIOIN 4,000 EDUCATION SUPPORT 6,133 HEALTH ROOM/FRONT OFFICE 127 HOSPITALITY 10,736 PRINCIPAL DISCRETIONARY 3,351 INSURANCE 355 TEACHER RECOGNITION 500 OFFICE/OP EXP 804 SCHOLARSHIPS 9,000 SPRINGFEST 1,295 BANK FEES 203 BTS ORIENTATION EVENTS 1,627 TOTAL 38,131
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE BEREIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047590710
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARDREY KELL HIGH SCHOOL PTSO
ReturnHeader/Filer/BusinessNameControlTxt0ARDR
ReturnHeader/Filer/EIN0271758738
ReturnHeader/Filer/PhoneNum07047590710
ReturnHeader/Filer/USAddress/AddressLine1Txt010220 ARDREY KELL ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027277
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA720264D1EF034CA5FE07613B08B2D977F84266
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA720264D1EF034CA5FE07613B08B2D977F84266
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.74.46.192
ReturnHeader/FilingSecurityInformation/IPDt02019-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:55:10
ReturnHeader/ReturnTs02019-02-08T11:55:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,317
Liabilities
-
Net assets
$7,317
Revenue
$39,032
Expenses
$38,802
Net income
$230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$48.7$46.2$2.47
2022Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$49.2$48.2$0.95
2018Detailed filing. Detailed filing data is available for this year.$7.32$7.32$39.0$38.8$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$7.09$30.8$63.1$32.3