Civic Intelligence

Patriots Elementary PTO

990EZ • Fiscal year 2015 • EIN 46-3433106

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 27, 2015

Organization ProfileNone
1510 Holden RoadConcord, NC 28025

(704) 455-1882

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.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

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.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Asset Growth

6th percentile

-48%

Faster asset growth than 6% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

-1.0%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$19,328

Down $17,498 (-48%) from 2014

Net Assets

$19,328

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin14th percentile

Revenue

Down

$76,283

Down $764 (-1.0%) from 2014

Expenses

Up

$93,781

Up $53,560 (+133%) from 2014

Net Income

Down

-$17,498

Down $54,324 (-148%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$40K$30K$20K$10K$0Assets 2014: $36,826Liabilities 2014: $02014Assets 2015: $19,328Liabilities 2015: $0Net Assets 2015: $19,3282015Assets 2016: $14,444Liabilities 2016: $02016Assets 2017: $7,917Liabilities 2017: $02017Assets 2018: $12,549Liabilities 2018: $0Net Assets 2018: $12,5492018Assets 2019: $20,375Liabilities 2019: $0Net Assets 2019: $20,3752019Assets 2020: $16,206Liabilities 2020: $0Net Assets 2020: $16,2062020Assets 2021: $13,465Liabilities 2021: $0Net Assets 2021: $13,4652021

Highlighted filing

2015

Assets$19,328
Liabilities$0
Net Assets$19,328
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $77,047Expenses 2014: $40,221Net Income 2014: $36,8262014Revenue 2015: $76,283Expenses 2015: $93,781Net Income 2015: -$17,4982015Revenue 2016: $95,759Expenses 2016: $100,643Net Income 2016: -$4,8842016Revenue 2017: $97,543Expenses 2017: $104,070Net Income 2017: -$6,5272017Revenue 2018: $95,575Expenses 2018: $90,943Net Income 2018: $4,6322018Revenue 2019: $97,458Expenses 2019: $89,632Net Income 2019: $7,8262019Revenue 2020: $81,774Expenses 2020: $85,943Net Income 2020: -$4,1692020Revenue 2021: $34,731Expenses 2021: $37,472Net Income 2021: -$2,7412021

Highlighted filing

2015

Revenue$76,283
Expenses$93,781
Net Income-$17,498
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 27, 2015
Return Version
2014v5.0
Gross Receipts
$94,633
Mission and Program Overview

Mission

Enable Public Enrichment Promote Children Welfare

Program Services

DescriptionGrantsExpenses
Give Back Program Funds paid directly to Elementary School for various supplies, grants, staff development, etcetera-$73,465
Classroom Essentials Each Teacher is alloted funds to reimburse for classroom supplies.-$7,358
Student / Parent / Teacher Hospitality Enrich relationships-$3,032
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chad MaynorPresidentPT$0--
Janel HusseinVice President-$0--
Jennifer SchmidtTreasurerPT$0--
Kendall ChaseSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$7,537$7,537$4,084$3,453
Mommy/Son Event$2,496$2,496$2,592$-96
Total Events$21,539$21,539$18,350$3,189
Filing and Contact Details

Filer

Filer Name
Patriots Elementary PTO
EIN
46-3433106
Phone
7044551882
Address
1510 Holden Road, Concord, NC 28025

Signing Officer

Name
Jennifer Schmidt
Title
Treasurer
Signed
2015-08-27
Discuss with paid preparer
No

Preparer

Firm
Deborah L Carano CPA Inc
Address
107 Oakley Drive, Harrisburg, NC 28075
Preparer
Deborah L Carano
Phone
7044558856
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 7,620”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 372”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Fees 56”

Form 990-EZ, Part I, Line 16, Other Expenses

“Signs 28”

Form 990-EZ, Part I, Line 16, Other Expenses

“Give Back to Elementary School for Development, Grants, Supplies, Etc. 73,465”

Form 990-EZ, Part I, Line 16, Other Expenses

“Hospitality Expenses 3,032”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 1,430”

Form 990-EZ, Part I, Line 16, Other Expenses

“Membership incentives 21”

Form 990-EZ, Part I, Line 16, Other Expenses

“Paypal Fees 90”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher Supply Reimbursements 7,358”

Raw XML Appendix169 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/PhoneNum07045772087
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Leyton Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Harrisburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019328
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073094
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17498
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0280
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt036826
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019328
IRS990EZ/FundraisingGrossIncomeAmt021539
IRS990EZ/GrossReceiptsAmt094633
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036826
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036826
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chad Maynor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janel Hussein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kendall Chase
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt093472
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enable Public Enrichment Promote Children Welfare
IRS990EZ/PrintingPublicationsPostageAmt029
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Essentials Each Teacher is alloted funds to reimburse for classroom supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student / Parent / Teacher Hospitality Enrich relationships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Give Back Program Funds paid directly to Elementary School for various supplies, grants, staff development, etcetera
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07358
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13032
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt273465
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018350
IRS990EZ/SpecialEventsNetIncomeLossAmt03189
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt093781
IRS990EZ/TotalProgramServiceExpensesAmt083855
IRS990EZ/TotalRevenueAmt076283
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0None
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0139852
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt042637
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0182489
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087856
IRS990ScheduleA/Total509Grp/TotalAmt0182489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087856
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0182489
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Mommy/Son Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021539
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03189
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011674
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018350
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04084
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02592
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 7,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees 56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Signs 28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Give Back to Elementary School for Development, Grants, Supplies, Etc. 73,465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality Expenses 3,032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 1,430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Membership incentives 21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Paypal Fees 90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Supply Reimbursements 7,358
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Schmidt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Patriots Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0463433106
ReturnHeader/Filer/PhoneNum07044551882
ReturnHeader/Filer/USAddress/AddressLine1Txt01510 Holden Road
ReturnHeader/Filer/USAddress/CityNm0Concord
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deborah L Carano CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 Oakley Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harrisburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028075
ReturnHeader/PreparerPersonGrp/PhoneNum07044558856
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah L Carano
ReturnHeader/ReturnTs02015-08-25T05:13:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,328
Liabilities
$0
Net assets
$19,328
Revenue
$76,283
Expenses
$93,781
Net income
-$17,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.35$0.37$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.82$0.86$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.97$0.90$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.96$0.91$0.05
2017Summary only. Only limited summary data is available for this year.$0.08$0.00$0.98$1.04$0.07
2016Summary only. Only limited summary data is available for this year.$0.14$0.00$0.96$1.01$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.76$0.94$0.17
2014Summary only. Only limited summary data is available for this year.$0.37$0.00$0.77$0.40$0.37