Civic Intelligence

Waxhaw Elementary PTO

990EZ • Fiscal year 2019 • EIN 45-5336798

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

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

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-56%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$9,632

Down $10,574 (-52%) from 2018

Net Assets

Down

$9,632

Down $10,574 (-52%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$18,836

Down $20,485 (-52%) from 2018

Expenses

Up

$29,410

Up $5,350 (+22%) from 2018

Net Income

Down

-$10,574

Down $25,835 (-169%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2019

Assets$9,632
Liabilities$0
Net Assets$9,632
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$18,836
Expenses$29,410
Net Income-$10,574
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$59,722
Mission and Program Overview

Mission

Educational support for waxhaw elemtry

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS-$13,140
STUDENT ENRICHMENT SUPPORTS RED RIBBON DARETERRIFIC KIDS AND SUPPLIES-$8,201
ADMINISTRATIVE SUPPORT PROVIDES HOSPITALITY AND TEACHER APPRECIATION WEEK-$6,459
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$53,794$53,794-$53,794
Total Events$53,794$53,794-$53,794
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
2019-11-15
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 232website 335computer expense 215insurance 485pbis 193school improvements 13,140student and teacher appreciation 6,459student enrichment 8,201”

Raw XML Appendix157 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/USAddress/CityNm0WAXHAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09632
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IRS990EZ/ExcessOrDeficitForYearAmt0-10574
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGHANN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLETTE DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERRI LOWERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029260
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/ProgramServiceExpensesAmt08201
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16459
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213140
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040886
IRS990EZ/SpecialEventsNetIncomeLossAmt012908
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029410
IRS990EZ/TotalProgramServiceExpensesAmt027800
IRS990EZ/TotalRevenueAmt018836
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.WAXHAWELEMENTARYPTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05928
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt053794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt067274
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt064183
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0185251
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0191179
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059722
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067274
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IRS990ScheduleA/Total509Grp/TotalAmt0191179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059722
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0191179
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053794
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053794
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK FEES 232WEBSITE 335COMPUTER EXPENSE 215INSURANCE 485PBIS 193SCHOOL IMPROVEMENTS 13,140STUDENT AND TEACHER APPRECIATION 6,459STUDENT ENRICHMENT 8,201
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLETTE DOHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042901590
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm019:50:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453748950
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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/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH DOWNS
ReturnHeader/ReturnTs02019-11-15T19:49:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,632
Liabilities
$0
Net assets
$9,632
Revenue
$18,836
Expenses
$29,410
Net income
-$10,574
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