Civic Intelligence

Steele Creek Elementary School PTO

990EZ • Fiscal year 2023 • EIN 46-2739016

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 30, 2023

Organization Profile
4100 Gallant LaneCharlotte, NC 28273

(980) 343-3810

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-462%

Higher net margin than 1% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-31%

Faster asset growth than 9% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$8,009

Down $3,594 (-31%) from 2022

Net Assets

Down

$8,009

Down $3,594 (-31%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin1st percentile

Revenue

Down

$778

Down $4,407 (-85%) from 2022

Expenses

Up

$4,372

Up $1,182 (+37%) from 2022

Net Income

Down

-$3,594

Down $5,589 (-280%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$15K$10K$5.0K$0Assets 2014: $9,827Liabilities 2014: $02014Assets 2016: $9,684Liabilities 2016: $02016Assets 2017: $12,410Liabilities 2017: $02017Assets 2018: $10,193Liabilities 2018: $0Net Assets 2018: $10,1932018Assets 2019: $12,552Liabilities 2019: $0Net Assets 2019: $12,5522019Assets 2020: $12,694Liabilities 2020: $0Net Assets 2020: $12,6942020Assets 2021: $9,608Liabilities 2021: $0Net Assets 2021: $9,6082021Assets 2022: $11,603Liabilities 2022: $0Net Assets 2022: $11,6032022Assets 2023: $8,009Liabilities 2023: $0Net Assets 2023: $8,0092023Assets 2024: $9,935Liabilities 2024: $0Net Assets 2024: $9,9352024Assets 2025: $11,543Liabilities 2025: $0Net Assets 2025: $11,5432025

Highlighted filing

2023

Assets$8,009
Liabilities$0
Net Assets$8,009
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2014: $17,287Expenses 2014: $16,760Net Income 2014: $5272014Revenue 2016: $31,021Expenses 2016: $23,377Net Income 2016: $7,6442016Revenue 2017: $15,544Expenses 2017: $13,599Net Income 2017: $1,9452017Revenue 2018: $14,861Expenses 2018: $17,078Net Income 2018: -$2,2172018Revenue 2019: $12,890Expenses 2019: $10,531Net Income 2019: $2,3592019Revenue 2020: $7,628Expenses 2020: $7,486Net Income 2020: $1422020Revenue 2021: -$1,019Expenses 2021: $3,130Net Income 2021: -$4,1492021Revenue 2022: $5,185Expenses 2022: $3,190Net Income 2022: $1,9952022Revenue 2023: $778Expenses 2023: $4,372Net Income 2023: -$3,5942023Revenue 2024: $5,648Expenses 2024: $3,722Net Income 2024: $1,9262024Revenue 2025: $7,488Expenses 2025: $5,881Net Income 2025: $1,6072025

Highlighted filing

2023

Revenue$778
Expenses$4,372
Net Income-$3,594
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$11,009
Mission and Program Overview

Mission

Social and recreation clubs

Program Services

DescriptionGrantsExpenses
SOCIAL AND RECREATION CLUBS--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN URTECHOPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Steele Creek Elementary School Pto
EIN
46-2739016
Address
4100 GALLANT LANE, CHARLOTTE, NC 28273

Signing Officer

Name
Karen Urtecho
Title
President
Phone
7044992072
Signed
2023-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Ambassadors BTS Inc
Address
2104-A Ayrsley Town Blvd, Charlotte, NC 28273
Preparer
Kimatha D Anderson
Phone
7044999054
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountSTAFF APPRECIATION 648EQUIPMENT RENTAL 590INSURANCE 450GRADUATION 251TAX PREP 600FAMILY EVENT 574STAFF WELCOME 522STUDENT RECOGNITION 737”

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ASHLEY PISTOLIS
IRS990EZ/BooksInCareOfDetail/PhoneNum09803433810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04100 GALLANT LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028273
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08009
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0173
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3594
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011603
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08009
IRS990EZ/FundraisingGrossIncomeAmt010562
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0236
IRS990EZ/GrossReceiptsAmt011009
IRS990EZ/GrossSalesOfInventoryAmt0236
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011603
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08009
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011603
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08009
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN URTECHO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04372
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL AND RECREATION CLUBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL AND RECREATION CLUBS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010231
IRS990EZ/SpecialEventsNetIncomeLossAmt0331
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04372
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0778
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01556
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt073932
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01556
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01207
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01556
IRS990ScheduleA/TotalSupportAmt01556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSTAFF APPRECIATION 648EQUIPMENT RENTAL 590INSURANCE 450GRADUATION 251TAX PREP 600FAMILY EVENT 574STAFF WELCOME 522STUDENT RECOGNITION 737
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN URTECHO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044992072
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEELE CREEK ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0STEE
ReturnHeader/Filer/EIN0462739016
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 GALLANT LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028273
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464497828
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ambassadors BTS Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02104-A Ayrsley Town Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028273
ReturnHeader/PreparerPersonGrp/PhoneNum07044999054
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimatha D Anderson
ReturnHeader/ReturnTs02023-11-15T13:46:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0URTECHO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,009
Liabilities
$0
Net assets
$8,009
Revenue
$778
Expenses
$4,372
Net income
-$3,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$7.49$5.88$1.61
2024Detailed filing. Detailed filing data is available for this year.$9.94$0.00$9.94$5.65$3.72$1.93
2023Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.78$4.37$3.59
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$5.19$3.19$2.00
2021Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$1.02$3.13$4.15
2020Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$7.63$7.49$0.14
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$12.9$10.5$2.36
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$14.9$17.1$2.22
2017Summary only. Only limited summary data is available for this year.$12.4$0.00$15.5$13.6$1.95
2016Summary only. Only limited summary data is available for this year.$9.68$0.00$31.0$23.4$7.64
2014Summary only. Only limited summary data is available for this year.$9.83$0.00$17.3$16.8$0.53