Civic Intelligence

Harold E Winkler Ptso

EIN 45-3612609 • 501(c)3 • Concord, NC

Profile

To support the students and staff at harold e. Winkler middle school.

4501 Weddington Road NWConcord, NC 28027

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

90th percentile

73%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$11,815

Up $4,991 (+73%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$11,815

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin75th percentile

Revenue

Up

$23,753

Up $3,467 (+17%) from 2019

Expenses

Down

$18,762

Down $116 (-0.6%) from 2019

Net Income

Up

$4,991

Up $3,583 (+254%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2018: $5,415Net Assets 2018: $5,4152018Assets 2019: $6,824Liabilities 2019: $02019Assets 2020: $11,815Net Assets 2020: $11,8152020

Highlighted filing

2020

Assets$11,815
Liabilities-
Net Assets$11,815
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2018: $21,522Expenses 2018: $23,323Net Income 2018: -$1,8012018Revenue 2019: $20,286Expenses 2019: $18,878Net Income 2019: $1,4082019Revenue 2020: $23,753Expenses 2020: $18,762Net Income 2020: $4,9912020

Highlighted filing

2020

Revenue$23,753
Expenses$18,762
Net Income$4,991
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$11,815
Liabilities
-
Net assets
$11,815
Revenue
$23,753
Expenses
$18,762
Net income
$4,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$11.8$11.8$23.8$18.8$4.99
2019Summary only. Only limited summary data is available for this year.$6.82$0.00$20.3$18.9$1.41
2018Detailed filing. Detailed filing data is available for this year.$5.42$5.42$21.5$23.3$1.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 1, 2020
Return Version
2019v5.0
Gross Receipts
$56,225
Mission and Program Overview

Mission

To support the students and staff at harold e. Winkler middle school.

Program Services

DescriptionGrantsExpenses
SUPPORTED THE STAFF AT HAROLD E. WINKLER MIDDLE SCHOOL BY PROVIDING SCHOOL SUPPLIES, TEACHING SUPPLIES, PROFESSIONAL DEVELOPMENT, AND HOSPITALITY SERVICES.$13,641$17,844
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE MERRIWEATHERPresident-$0--
LAUREN BREDOLOVice Preside-$0--
JULIE BORROUGHSTreasurer-$0--
CHRISTIE SPAUGHSecretary-$0--
DEZETTE JOHNSONDirector-$0--
SHERI SYMANSKIDirector-$0--
JENNY BRYANTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Treats$24,794$24,794$15,312$9,482
Step It Up Fund$19,315$19,315$11,992$7,323
Total Events$50,778$50,778$30,695$20,083
Filing and Contact Details

Filer

Filer Name
Harold E Winkler Ptso
EIN
45-3612609
Phone
7047862000
Address
4501 WEDDINGTON ROAD NW, CONCORD, NC 28027

Signing Officer

Name
Trudy Mertz
Title
Treasurer
Signed
2020-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Gordon Keeter & Co
Address
323 CODDLE MARKET DRIVE NW SUITE 11, CONCORD, NC 28027
Preparer
Heather Richter CPA
Phone
7047860171
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: harold e. Winkler middle school address: 4501 weddington road concord, nc 28027 cash contribution: 13,641”

Form 990-ez, Part I, Line 16

“Expenses office 48 insurance 370 hospitality 4,203 total 4,621”

Raw XML Appendix170 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/TitleTxt2TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04621
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS AND STAFF AT HAROLD E. WINKLER MIDDLE SCHOOL.
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt056063
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: HAROLD E. WINKLER MIDDLE SCHOOL ADDRESS: 4501 WEDDINGTON ROAD CONCORD, NC 28027 CASH CONTRIBUTION: 13,641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 48 INSURANCE 370 HOSPITALITY 4,203 TOTAL 4,621
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TRUDY MERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD E WINKLER PTSO
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0453612609
ReturnHeader/Filer/PhoneNum07047862000
ReturnHeader/Filer/USAddress/AddressLine1Txt04501 WEDDINGTON ROAD NW
ReturnHeader/Filer/USAddress/CityNm0CONCORD
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ReturnHeader/FilingSecurityInformation/IPTm007:53:10
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
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ReturnHeader/PreparerPersonGrp/PhoneNum07047860171
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER RICHTER CPA
ReturnHeader/ReturnTs02020-12-02T07:53:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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