Civic Intelligence

Unionville Elementary PTO Inc.

EIN 46-2541634 • 501(c)3 • Monroe, NC

Pub. 78 EligibleNTEE B94

Profile

Promote a positive learning environment

4511 Unionville RdMonroe, NC 28110
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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

126%

Higher net margin than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-3.3%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$32,907

Down $5,784 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$32,907

Down $5,784 (-15%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,606

Down $9,987 (-186%) from 2023

Expenses

Down

$1,178

Down $692 (-37%) from 2023

Net Income

Down

-$5,784

Down $9,295 (-265%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$80K$60K$40K$20K$0Assets 2017: $29,805Liabilities 2017: $0Net Assets 2017: $29,8052017Assets 2018: $31,622Liabilities 2018: $0Net Assets 2018: $31,6222018Assets 2019: $33,958Liabilities 2019: $0Net Assets 2019: $33,9582019Assets 2020: $63,402Liabilities 2020: $0Net Assets 2020: $63,4022020Assets 2021: $39,541Liabilities 2021: $0Net Assets 2021: $39,5412021Assets 2022: $35,180Liabilities 2022: $0Net Assets 2022: $35,1802022Assets 2023: $38,691Liabilities 2023: $0Net Assets 2023: $38,6912023Assets 2024: $32,907Liabilities 2024: $0Net Assets 2024: $32,9072024

Highlighted filing

2024

Assets$32,907
Liabilities$0
Net Assets$32,907
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2017: $4,080Expenses 2017: $8,868Net Income 2017: -$4,7882017Revenue 2018: $27,617Expenses 2018: $25,800Net Income 2018: $1,8172018Revenue 2019: $5,747Expenses 2019: $3,411Net Income 2019: $2,3362019Revenue 2020: $31,834Expenses 2020: $2,390Net Income 2020: $29,4442020Revenue 2021: $15,956Expenses 2021: $39,817Net Income 2021: -$23,8612021Revenue 2022: -$2,931Expenses 2022: $1,430Net Income 2022: -$4,3612022Revenue 2023: $5,381Expenses 2023: $1,870Net Income 2023: $3,5112023Revenue 2024: -$4,606Expenses 2024: $1,178Net Income 2024: -$5,7842024

Highlighted filing

2024

Revenue-$4,606
Expenses$1,178
Net Income-$5,784
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,907
Liabilities
$0
Net assets
$32,907
Revenue
-$4,606
Expenses
$1,178
Net income
-$5,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$4.61$1.18$5.78
2023Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$5.38$1.87$3.51
2022Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$2.93$1.43$4.36
2021Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$16.0$39.8$23.9
2020Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$31.8$2.39$29.4
2019Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$5.75$3.41$2.34
2018Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$27.6$25.8$1.82
2017Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$4.08$8.87$4.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$46,985
Mission and Program Overview

Mission

Promote a positive learning environment

Program Services

DescriptionGrantsExpenses
To enhance & promote a positive learning environment for the students of Unionville Elementary.-$51,592
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DELIA CARRIKERPresident-$0--
BILLIE J YARUSINSKYPromotion Chair-$0--
JESSICA GRACE-REDDISHStaff Appreciation Chair-$0--
MELODY BRASWELLCommunication Chair-$0--
STACEY THOMASTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$42,109$42,109$43,568$-1,459
Total Events$42,109$42,109$43,568$-1,459
Filing and Contact Details

Filer

Filer Name
Unionville Elementary PTO Inc
EIN
46-2541634
Address
4511 Unionville Rd, Monroe, NC 28110

Signing Officer

Name
Delia Carriker
Title
President
Phone
7046518556
Signed
2025-05-13
Discuss with paid preparer
No

Preparer

Firm
Simpson & Younce CPAs PC
Address
2322 Katie Leigh Lane, Monroe, NC 28110
Preparer
Jeffrey A Simpson
Phone
7042820159
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOperational website 120”

Raw XML Appendix155 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/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038691
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-5784
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IRS990EZ/FundraisingGrossIncomeAmt046985
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DELIA CARRIKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILLIE J YARUSINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA GRACE-REDDISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELODY BRASWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACEY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PROMOTION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2STAFF APPRECIATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0120
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote a positive learning environment
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051592
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt051591
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4606
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01178
IRS990EZ/TotalProgramServiceExpensesAmt051592
IRS990EZ/TotalRevenueAmt0-4606
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt046985
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt046472
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal509Amt0303214
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042109
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043568
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOperational website 120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Delia Carriker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07046518556
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
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ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0462541634
ReturnHeader/Filer/USAddress/AddressLine1Txt04511 Unionville Rd
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561987392
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02322 Katie Leigh Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028110
ReturnHeader/PreparerPersonGrp/PhoneNum07042820159
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey A Simpson
ReturnHeader/ReturnTs02025-05-13T16:14:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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