Civic Intelligence

Unionville Elementary PTO Inc.

990EZ • Fiscal year 2019 • EIN 46-2541634

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

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

85th percentile

0.00x

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

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.00x

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

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Net Margin

90th percentile

41%

Higher net margin than 90% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

7.4%

Faster asset growth than 50% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-79%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$33,958

Up $2,336 (+7.4%) from 2018

Net Assets

Up

$33,958

Up $2,336 (+7.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin90th percentile

Revenue

Down

$5,747

Down $21,870 (-79%) from 2018

Expenses

Down

$3,411

Down $22,389 (-87%) from 2018

Net Income

Up

$2,336

Up $519 (+29%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2019

Assets$33,958
Liabilities$0
Net Assets$33,958
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$5,747
Expenses$3,411
Net Income$2,336
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$84,424
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--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah BroadwayPresidentPT$0--
Delia CarrikerVice 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
Sarah Broadway
Title
President
Phone
7045066878
Signed
2019-11-12
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 revenue Part I line 8

“Description AmountSales tax refund 1,305”

Description of other expenses Part I line 16

“Description AmountPrgm expense-school beautification 2,312Operational 313Miscellaneous 361”

Raw XML Appendix150 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/PersonNm0Michelle Goodman
IRS990EZ/BooksInCareOfDetail/PhoneNum07042548476
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04511 Unionville Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031622
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033958
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt02336
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031622
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IRS990EZ/FundraisingGrossIncomeAmt083119
IRS990EZ/GrossReceiptsAmt084424
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031622
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031622
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Broadway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Delia Carriker
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/OtherExpensesTotalAmt02986
IRS990EZ/OtherRevenueTotalAmt01305
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote a positive learning environment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To enhance & promote a positive learning environment for the students of Unionville Elementary
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt078677
IRS990EZ/SpecialEventsNetIncomeLossAmt04442
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03411
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0840
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt083120
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt091467
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt075098
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0249685
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01305
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01305
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99480
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0250525
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075938
IRS990ScheduleA/Total509Grp/TotalAmt0250525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0251830
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Sock Hop
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSales tax refund 1,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPrgm expense-school beautification 2,312Operational 313Miscellaneous 361
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Broadway
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07045066878
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/AtSubmissionCreationDeviceId02B6C70296E0F3AA90EE755C4924FD47F9EE653C9
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05646632019318d0g5azn
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.139.9.5
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTm016:20:09
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey A Simpson
ReturnHeader/ReturnTs02019-11-14T16:19:33-05:00
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
$33,958
Liabilities
$0
Net assets
$33,958
Revenue
$5,747
Expenses
$3,411
Net income
$2,336
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