Civic Intelligence

Scholars Academy PTO

990EZ • Fiscal year 2017 • EIN 46-2868662

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

5225 Seventy-Seven Center DriveCharlotte, NC 28217

(704) 676-4998

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.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.00x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

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.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-1.8%

Faster asset growth than 44% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

27th percentile

-12%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Down

$67,521

Down $2,515 (-3.6%) from 2015

Net Assets

Down

$67,521

Down $2,515 (-3.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$91,275

Down $26,587 (-23%) from 2015

Expenses

Down

$81,848

Down $37,018 (-31%) from 2015

Net Income

Up

$9,427

Up $10,431 (+1039%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $71,040Liabilities 2014: $0Net Assets 2014: $71,0402014Assets 2015: $70,036Liabilities 2015: $0Net Assets 2015: $70,0362015Assets 2017: $67,521Liabilities 2017: $0Net Assets 2017: $67,5212017Assets 2018: $67,521Liabilities 2018: $0Net Assets 2018: $67,5212018Assets 2019: $76,254Liabilities 2019: $0Net Assets 2019: $76,2542019Assets 2020: $81,901Liabilities 2020: $0Net Assets 2020: $81,9012020Assets 2021: $82,076Liabilities 2021: $0Net Assets 2021: $82,0762021Assets 2022: $93,301Liabilities 2022: $02022Assets 2023: $82,973Net Assets 2023: $82,9732023Assets 2024: $90,523Liabilities 2024: $02024Assets 2025: $85,820Net Assets 2025: $85,8202025

Highlighted filing

2017

Assets$67,521
Liabilities$0
Net Assets$67,521

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $170,504Expenses 2014: $99,464Net Income 2014: $71,0402014Revenue 2015: $117,862Expenses 2015: $118,866Net Income 2015: -$1,0042015Revenue 2017: $91,275Expenses 2017: $81,848Net Income 2017: $9,4272017Revenue 2018: $74,226Expenses 2018: $64,832Net Income 2018: $9,3942018Revenue 2019: $99,681Expenses 2019: $90,998Net Income 2019: $8,6832019Revenue 2020: $76,953Expenses 2020: $71,406Net Income 2020: $5,5472020Revenue 2021: $17,201Expenses 2021: $17,026Net Income 2021: $1752021Revenue 2022: $74,863Expenses 2022: $63,638Net Income 2022: $11,2252022Revenue 2023: $91,192Expenses 2023: $101,520Net Income 2023: -$10,3282023Revenue 2024: $70,783Expenses 2024: $63,233Net Income 2024: $7,5502024Revenue 2025: $70,788Expenses 2025: $75,491Net Income 2025: -$4,7032025

Highlighted filing

2017

Revenue$91,275
Expenses$81,848
Net Income$9,427
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$91,275
Mission and Program Overview

Mission

To serve as a liaison between the parents and teachers to provide our children with the most positive and safe educational experience possible, to enhance and encourage the educational and social environment. Raising funds to purchase items directly for the school and or classrooms and supporting family and student social interaction by planning family friendly events.

The organization's purpose is to promote the welfare of the students attending metrolina regional scholars' academy, inc.

Program Services

DescriptionGrantsExpenses
PROVIDING THE ADMINISTRATION OF SEVERAL STUDENT ACTIIVTY PROGRAMS AS WELL AS THE STUDENT LUNCH PROGRAM FOR STUDENTS OF METROLINA REGIONAL SCHOLARS ACADEMY, INC.$11,116$24,926
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelley WheelerPto PresidentPT$0--
Sharon TamPto Vice PresidentPT$0--
Kathrine DavidsonTreasurerPT$0--
Shruti AroraSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sell Coupon Books$16,770$16,770$0$16,770
Book Fair$10,156$10,156$0$10,156
Total Events$36,665$36,665$0$36,665
Filing and Contact Details

Filer

Filer Name
Scholars Academy Pto
EIN
46-2868662
Phone
7046764998
Address
5225 Seventy-Seven Center Drive, Charlotte, NC 28217

Signing Officer

Name
kathrine Davidson
Title
Treasurer
Phone
7046764998
Signed
2018-05-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Other misc revenue

Form 990-EZ, Part I, Line 10

Grants to Teachers

Form 990-EZ, Part I, Line 16

Hospitality Food, Food for Student lunches, Student Activity Fees, hospitality food, Student spiritwear

Raw XML Appendix198 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kathrine Davidson
IRS990EZ/BooksInCareOfDetail/PhoneNum07046764998
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05225 Seventy-Seven Center Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058094
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067521
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010239
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt09427
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt067521
IRS990EZ/FundraisingGrossIncomeAmt036665
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011116
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt091275
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt034
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058094
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067521
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067521
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelley Wheeler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Tam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathrine Davidson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shruti Arora
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTO President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PTO Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt070732
IRS990EZ/OtherRevenueTotalAmt013084
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE IS TO PROMOTE THE WELFARE OF THE STUDENTS ATTENDING METROLINA REGIONAL SCHOLARS' ACADEMY, INC.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt031253
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING THE ADMINISTRATION OF SEVERAL STUDENT ACTIIVTY PROGRAMS AS WELL AS THE STUDENT LUNCH PROGRAM FOR STUDENTS OF METROLINA REGIONAL SCHOLARS ACADEMY, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011116
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024926
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt036665
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt081848
IRS990EZ/TotalProgramServiceExpensesAmt024926
IRS990EZ/TotalRevenueAmt091275
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091241
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
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IRS990ScheduleA/PublicSupportTotal509Amt091241
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt091241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt091241
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SELL COUPON BOOKS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09739
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036665
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036665
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other misc revenue
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants to Teachers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality Food, Food for Student lunches, Student Activity Fees, hospitality food, Student spiritwear
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0filed an extension
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0kathrine Davidson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07046764998
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHOLARS ACADEMY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0462868662
ReturnHeader/Filer/PhoneNum07046764998
ReturnHeader/Filer/USAddress/AddressLine1Txt05225 Seventy-Seven Center Drive
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028217
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.192.10
ReturnHeader/ReturnTs02018-05-15T21:53:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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