Civic Intelligence

Unionville Elementary PTO Inc.

990EZ • Fiscal year 2018 • EIN 46-2541634

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

Organization Profile
4511 Unionville RdMonroe, NC 28110

(704) 254-8476

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Net Margin

53rd percentile

6.6%

Higher net margin than 53% 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

51st percentile

6.1%

Faster asset growth than 51% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

577%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$31,622

Up $1,817 (+6.1%) from 2017

Net Assets

Up

$31,622

Up $1,817 (+6.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin53rd percentile

Revenue

Up

$27,617

Up $23,537 (+577%) from 2017

Expenses

Up

$25,800

Up $16,932 (+191%) from 2017

Net Income

Up

$1,817

Up $6,605 (+138%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2018

Assets$31,622
Liabilities$0
Net Assets$31,622
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

2018

Revenue$27,617
Expenses$25,800
Net Income$1,817
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$91,467
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-$22,621
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARA TARLTONPresidentPT$0--
SARAH BROADWAYVice PresidentPT$0--
MICHELLE GOODMANTreasurerPT$0--
KELLY SIMMONSSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon----
Sock Hop----
Filing and Contact Details

Filer

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

Signing Officer

Name
Cara Tarlton
Title
President
Phone
7045066878
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Simpson Younce & Tedder 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 AmountProgram expense - grounds enhance 4,621Program expense - gym maintenance 18,000Contributions expense 557Handprints expense 515Coordinator expense 99School beautification 221Membership expenses 420”

Raw XML Appendix140 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/BOYAmt029805
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01817
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029805
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARA TARLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH BROADWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY SIMMONS
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/OtherExpensesTotalAmt024433
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote a positive learning environment
IRS990EZ/PrintingPublicationsPostageAmt0867
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To enhance & promote a positive learning environment for the students of Unionville Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022621
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0500
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt063850
IRS990EZ/SpecialEventsNetIncomeLossAmt027617
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025800
IRS990EZ/TotalProgramServiceExpensesAmt022621
IRS990EZ/TotalRevenueAmt027617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0840
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt091467
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt075098
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0166565
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0167405
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075938
IRS990ScheduleA/Total509Grp/TotalAmt0167405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0167405
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Sock Hop
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountProgram expense - grounds enhance 4,621Program expense - gym maintenance 18,000Contributions expense 557Handprints expense 515Coordinator expense 99School beautification 221Membership expenses 420
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Tarlton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07045066878
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Unionville Elementary PTO Inc
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A106D54734A91E72EE1BDDA4711C7B052D75D91D
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05646632018318gk5cwhj
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.71.227.62
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTm016:22:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561987392
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Simpson Younce & Tedder CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02322 Katie Leigh Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028110
ReturnHeader/PreparerPersonGrp/PhoneNum07042820159
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey A Simpson
ReturnHeader/ReturnTs02018-11-14T16:20:13-05:00
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
$31,622
Liabilities
$0
Net assets
$31,622
Revenue
$27,617
Expenses
$25,800
Net income
$1,817
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