Civic Intelligence

Scholars Academy PTO

990EZ • Fiscal year 2018 • EIN 46-2868662

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization Profilewww.scholarsacademy.org
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

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

66th percentile

13%

Higher net margin than 66% 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

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

21st percentile

-19%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Flat

$67,521

Flat from 2017

Net Assets

Flat

$67,521

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin66th percentile

Revenue

Down

$74,226

Down $17,049 (-19%) from 2017

Expenses

Down

$64,832

Down $17,016 (-21%) from 2017

Net Income

Down

$9,394

Down $33 (-0.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2018

Assets$67,521
Liabilities$0
Net Assets$67,521
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

2018

Revenue$74,226
Expenses$64,832
Net Income$9,394
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.0
Gross Receipts
$98,145
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.

Program Services

DescriptionGrantsExpenses
Teacher grants for teacher classroom supplies$7,556$7,556
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon TamPto PresidentPT$0--
Rishi SrivastavaTreasurerPT$0--
Karen PieperPto Vice PresidentPT$0--
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
7045031112
Signed
2019-05-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Music program escrow, Art program escrow, 8th grade fund, and basketball game tickets”

Form 990-EZ, Part I, Line 16

“Expenses for supplies for various program services and escrow accounts”

Form 990-EZ, Part I, Line 20

“Other misc changes”

Raw XML Appendix152 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/PersonNm0Rishi Srivastava
IRS990EZ/BooksInCareOfDetail/PhoneNum07045031112
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05225 Seventy-Seven Center Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058095
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067521
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09394
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt035318
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058095
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067521
IRS990EZ/FundraisingGrossIncomeAmt033684
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07556
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt098145
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt034
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02869
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058095
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067521
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058095
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067521
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sharon Tam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rishi Srivastava
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Pieper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTO President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PTO Vice president
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt032
IRS990EZ/OtherExpensesTotalAmt021958
IRS990EZ/OtherRevenueTotalAmt013552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To 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.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt046006
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher grants for teacher classroom supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07556
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07556
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt023919
IRS990EZ/SpecialEventsNetIncomeLossAmt09765
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt064832
IRS990EZ/TotalProgramServiceExpensesAmt07556
IRS990EZ/TotalRevenueAmt074226
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.scholarsacademy.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09720
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt09720
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt09720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Music program escrow, Art program escrow, 8th grade fund, and basketball game tickets
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Expenses for supplies for various program services and escrow accounts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other misc changes
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0Additional time needed in order to file a complete and accurate tax return.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0kathrine Davidson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07045031112
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/IPv4AddressTxt0171.159.194.12
ReturnHeader/ReturnTs02019-05-15T13:32:01-07:00
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
$67,521
Liabilities
$0
Net assets
$67,521
Revenue
$74,226
Expenses
$64,832
Net income
$9,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.71$0.75$0.05
2024Summary only. Only limited summary data is available for this year.$0.91$0.00$0.71$0.63$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.91$1.02$0.10
2022Summary only. Only limited summary data is available for this year.$0.93$0.00$0.75$0.64$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.17$0.17$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.77$0.71$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$1.00$0.91$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.74$0.65$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.91$0.82$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.18$1.19$0.01
2014Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$1.71$0.99$0.71