Civic Intelligence

Unionville Elementary PTO Inc

990EZ • Fiscal year 2021 • EIN 46-2541634

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

Organization Profile
4511 Unionville RdMonroe, NC 28110

(704) 993-7511

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.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.00x

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

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-150%

Higher net margin than 13% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

-50%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$39,541

Down $23,861 (-38%) from 2020

Net Assets

Down

$39,541

Down $23,861 (-38%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin13th percentile

Revenue

Down

$15,956

Down $15,878 (-50%) from 2020

Expenses

Up

$39,817

Up $37,427 (+1566%) from 2020

Net Income

Down

-$23,861

Down $53,305 (-181%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2021

Assets$39,541
Liabilities$0
Net Assets$39,541
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$15,956
Expenses$39,817
Net Income-$23,861
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$52,507
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.-$31,294
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MADISON McCAINTreasurer-$0--
DELIA CARRIKERPresident-$0--
JENNIFER ENGELPromotion Chair-$0--
MONTE BOSWELLAppreciation Chair-$0--
MELODY BRASWELLCommunication Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon----
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
2021-11-12
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 banking accounting 320Accounting 520Miscellaneous 500Bank charges 36Social event 144Agendas 1,770Program services 31,294Staff appreaciation 5,226”

Raw XML Appendix156 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MADISON McCAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DELIA CARRIKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER ENGEL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELODY BRASWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PROMOTION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3APPRECIATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATION CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039810
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt07
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031294
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036551
IRS990EZ/SpecialEventsNetIncomeLossAmt015956
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039817
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0840
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt052507
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01305
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct00.99590
IRS990ScheduleA/PublicSupportTotal509Amt0372954
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052507
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/ReturnTs02022-05-13T16:43:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Delia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Carriker
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,541
Liabilities
$0
Net assets
$39,541
Revenue
$15,956
Expenses
$39,817
Net income
-$23,861
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