Civic Intelligence

Waxhaw Elementary PTO

990EZ • Fiscal year 2018 • EIN 45-5336798

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 22, 2018

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

(704) 290-1590

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.00x

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

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

309%

Faster asset growth than 96% of similar nonprofits.

2018 filings • NTEE B11 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • NTEE B11 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$20,206

Up $15,261 (+309%) from 2017

Net Assets

Up

$20,206

Up $15,261 (+309%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin86th percentile

Revenue

Up

$39,321

Up $8,537 (+28%) from 2017

Expenses

Down

$24,060

Down $1,779 (-6.9%) from 2017

Net Income

Up

$15,261

Up $10,316 (+209%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2018

Assets$20,206
Liabilities$0
Net Assets$20,206
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

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

2018

Revenue$39,321
Expenses$24,060
Net Income$15,261
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 22, 2018
Return Version
2017v2.2
Gross Receipts
$67,274
Mission and Program Overview

Mission

Educational support for waxhaw elemtry

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS-$13,447
ADMINISTRATIVE SUPPORT PROVIDES HOSPITALITY AND TEACHER APPRECIATION WEEK-$6,873
STUDENT ENRICHMENT SUPPORTS RED RIBBON DARETERRIFIC KIDS AND SUPPLIES-$2,718
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH RUSSELLPresident-$0--
MEGHANN JOHNSONVice President-$0--
COLLETTE DOHERTYTreasurer-$0--
KERRI LOWERYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$63,274$63,274-$63,274
Total Events$63,274$63,274-$63,274
Filing and Contact Details

Filer

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

Signing Officer

Name
Collette Doherty
Title
Treasurer
Phone
7042901590
Signed
2018-08-22
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 2website 266computer expense 136insurance 485pbis 133school improvements 13,447student and teacher appreciation 6,873student enrichment 2,718”

Raw XML Appendix149 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/PersonNm0COLLETTE DOHERTY
IRS990EZ/BooksInCareOfDetail/PhoneNum07042901590
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01101 OLD PROVIDENCE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAXHAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04945
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020206
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015261
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04945
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020206
IRS990EZ/FundraisingGrossIncomeAmt067274
IRS990EZ/GrossReceiptsAmt067274
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04945
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020206
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04945
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020206
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGHANN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLETTE DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERRI LOWERY
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/OtherExpensesTotalAmt024060
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/ProgramServiceExpensesAmt02718
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16873
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213447
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027953
IRS990EZ/SpecialEventsNetIncomeLossAmt039321
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024060
IRS990EZ/TotalProgramServiceExpensesAmt023038
IRS990EZ/TotalRevenueAmt039321
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.WAXHAWELEMENTARYPTO.COM
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt067274
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt064183
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0131457
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0131457
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064183
IRS990ScheduleA/Total509Grp/TotalAmt0131457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0131457
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063274
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063274
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK FEES 2WEBSITE 266COMPUTER EXPENSE 136INSURANCE 485PBIS 133SCHOOL IMPROVEMENTS 13,447STUDENT AND TEACHER APPRECIATION 6,873STUDENT ENRICHMENT 2,718
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLETTE DOHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042901590
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-22
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06DD6B9CDCFB4DB343DD28009AA1F69342E3CD1DA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DD6B9CDCFB4DB343DD28009AA1F69342E3CD1DA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06945912018260hcp4zu3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-09-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.139.21.157
ReturnHeader/FilingSecurityInformation/IPDt02018-09-17
ReturnHeader/FilingSecurityInformation/IPTm023:45:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSHUA T DOWNS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 HIGH BROOK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waxhaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028173
ReturnHeader/PreparerPersonGrp/PhoneNum07044411707
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH DOWNS
ReturnHeader/ReturnTs02018-09-17T23:43:26-04:00
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
$20,206
Liabilities
$0
Net assets
$20,206
Revenue
$39,321
Expenses
$24,060
Net income
$15,261
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