Civic Intelligence

Harold E Winkler Ptso

990EZ • Fiscal year 2018 • EIN 45-3612609

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

Organization ProfileN/A
4501 Weddington Road NWConcord, NC 28027

(704) 786-2000

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

26th percentile

-8.4%

Higher net margin than 26% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$5,415

No earlier filing loaded for comparison.

Net Assets

$5,415

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

$21,522

No earlier filing loaded for comparison.

Expenses

$23,323

No earlier filing loaded for comparison.

Net Income

-$1,801

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$5,415
Liabilities-
Net Assets$5,415
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$21,522
Expenses$23,323
Net Income-$1,801
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$62,247
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.$18,792$22,733
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA CARLTONPresident-$0--
JAMIE FISHERVice Preside-$0--
GINA FERNEZSecretary-$0--
HILARY GOLOMBOWSKITreasurer-$0--
KRIS SPOKASDirector-$0--
REBEKAH THOMASDirector-$0--
ASHLEY THOMPSONDirector-$0--
KELLY CROWEDirector-$0--
HEATHER KUNDLADirector-$0--
MICHAEL WILLIAMSDirector-$0--
KRISTI PARLIERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Fu$36,009$36,009$22,249$13,760
Spring Treats$14,039$14,039$8,605$5,434
Total Events$56,756$56,756$39,945$16,811
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
Hilary Golombowski
Title
Treasurer
Phone
7047862000
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Gordon Keeter & Co
Address
323 CODDLE MARKET DRIVE NW SUITE 11, CONCORD, NC 28027
Preparer
Ladoska Keeter 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: 18,792”

Form 990-ez, Part I, Line 16

“Expenses insurance 590 hospitality 3,941 total 4,531”

Raw XML Appendix184 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/PersonNm0HILARY GOLOMBOWSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum07047862000
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07216
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05415
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1801
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt062247
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018792
IRS990EZ/GrossReceiptsAmt062247
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07216
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07216
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA CARLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA FERNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HILARY GOLOMBOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRIS SPOKAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REBEKAH THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ASHLEY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELLY CROWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HEATHER KUNDLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHAEL WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KRISTI PARLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04531
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS AND STAFF AT HAROLD E. WINKLER MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED THE STAFF AT HAROLD E. WINKLER MIDDLE SCHOOL BY PROVIDING SCHOOL SUPPLIES, TEACHING SUPPLIES, PROFESSIONAL DEVELOPMENT, AND HOSPITALITY SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018792
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022733
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040725
IRS990EZ/SpecialEventsNetIncomeLossAmt021522
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023323
IRS990EZ/TotalProgramServiceExpensesAmt022733
IRS990EZ/TotalRevenueAmt021522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0210
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt062247
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt049500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt046969
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt043043
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt049526
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0251285
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0251495
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049526
IRS990ScheduleA/Total509Grp/TotalAmt0251495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049526
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0251495
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039945
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH FU
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING TREATS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056756
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056756
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016811
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09091
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039945
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022249
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08605
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: HAROLD E. WINKLER MIDDLE SCHOOL ADDRESS: 4501 WEDDINGTON ROAD CONCORD, NC 28027 CASH CONTRIBUTION: 18,792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 590 HOSPITALITY 3,941 TOTAL 4,531
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HILARY GOLOMBOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047862000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028027
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06AB006773C95B7206BCF525AFF5F1B02CE7492A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C56744F0B91E24874ABDE2AA15CF0277A47CC88B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.165.234
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:55:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561793083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORDON KEETER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0323 CODDLE MARKET DRIVE NW SUITE 11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028027
ReturnHeader/PreparerPersonGrp/PhoneNum07047860171
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LADOSKA KEETER CPA
ReturnHeader/ReturnTs02018-11-08T15:55:12-05:00
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
$5,415
Liabilities
-
Net assets
$5,415
Revenue
$21,522
Expenses
$23,323
Net income
-$1,801
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