Civic Intelligence

Waxhaw Elementary PTO

990EZ • Fiscal year 2017 • EIN 45-5336798

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 28, 2017

Organization ProfileWWW.WAXHAWELEMENTARYPTO.COM
1101 Old Providence RoadWaxhaw, NC 28173

(704) 290-1590

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$4,945

No earlier filing loaded for comparison.

Net Assets

$4,945

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$30,784

No earlier filing loaded for comparison.

Expenses

$25,839

No earlier filing loaded for comparison.

Net Income

$4,945

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2017: $4,945Liabilities 2017: $0Net Assets 2017: $4,9452017Assets 2018: $20,206Liabilities 2018: $0Net Assets 2018: $20,2062018Assets 2019: $9,632Liabilities 2019: $0Net Assets 2019: $9,6322019

Highlighted filing

2017

Assets$4,945
Liabilities$0
Net Assets$4,945
Open 2017 Filing

Operations Trend

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

$40K$20K$0-$20KRevenue 2017: $30,784Expenses 2017: $25,839Net Income 2017: $4,9452017Revenue 2018: $39,321Expenses 2018: $24,060Net Income 2018: $15,2612018Revenue 2019: $18,836Expenses 2019: $29,410Net Income 2019: -$10,5742019

Highlighted filing

2017

Revenue$30,784
Expenses$25,839
Net Income$4,945
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 28, 2017
Return Version
2016v3.0
Gross Receipts
$64,183
Mission and Program Overview

Mission

Educational support for waxhaw elemtry

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS-$14,641
ADMINISTRATIVE SUPPORT PROVIDES HOSPITALITY AND TEACHER APPRECIATION WEEK-$7,390
STUDENT ENRICHMENT SUPPORTS RED RIBBON DARETERRIFIC KIDS AND SUPPLIES-$2,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEIGH A LEEPresident-$0--
KERRI LOWERYVice President-$0--
ELIZABETH RUSSELLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$64,183$64,183-$64,183
Total Events$64,183$64,183-$64,183
Filing and Contact Details

Filer

Filer Name
Waxhaw Elementary Pto
EIN
45-5336798
Address
1101 OLD PROVIDENCE ROAD, WAXHAW, NC 28173

Signing Officer

Name
Elizabeth Russell
Title
Treasurer
Phone
7042901590
Signed
2017-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Joshua T Downs CPA
Address
1210 High Brook Dr, Waxhaw, NC 28173
Preparer
Josh Downs
Phone
7044411707
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbank fees 42website 266accounting software 129insurance 485pbis 136school improvements 14,641student and teacher appreciation 7,390student enrichment 2,750”

Raw XML Appendix139 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/PhoneNum07042901590
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAXHAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04945
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt064183
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04945
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEIGH A LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KERRI LOWERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt025839
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT FOR WAXHAW ELEMTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT SUPPORTS RED RIBBON DARETERRIFIC KIDS AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADMINISTRATIVE SUPPORT PROVIDES HOSPITALITY AND TEACHER APPRECIATION WEEK
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17390
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214641
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033399
IRS990EZ/SpecialEventsNetIncomeLossAmt030784
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025839
IRS990EZ/TotalProgramServiceExpensesAmt024781
IRS990EZ/TotalRevenueAmt030784
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.WAXHAWELEMENTARYPTO.COM
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt064183
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt064183
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt064183
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064183
IRS990ScheduleA/Total509Grp/TotalAmt064183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064183
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt064183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt064183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064183
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt064183
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK FEES 42WEBSITE 266ACCOUNTING SOFTWARE 129INSURANCE 485PBIS 136SCHOOL IMPROVEMENTS 14,641STUDENT AND TEACHER APPRECIATION 7,390STUDENT ENRICHMENT 2,750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042901590
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAXHAW ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WAXH
ReturnHeader/Filer/EIN0455336798
ReturnHeader/Filer/USAddress/AddressLine1Txt01101 OLD PROVIDENCE ROAD
ReturnHeader/Filer/USAddress/CityNm0WAXHAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028173
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06945912017220jiaqgkr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.71.225.0
ReturnHeader/FilingSecurityInformation/IPDt02017-08-08
ReturnHeader/FilingSecurityInformation/IPTm018:44:11
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 High Brook Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waxhaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028173
ReturnHeader/PreparerPersonGrp/PhoneNum07044411707
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Josh Downs
ReturnHeader/ReturnTs02017-08-08T18:43:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,945
Liabilities
$0
Net assets
$4,945
Revenue
$30,784
Expenses
$25,839
Net income
$4,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$18.8$29.4$10.6
2018Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$39.3$24.1$15.3
2017Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$30.8$25.8$4.95