Civic Intelligence

Patriots Elementary PTO

990EZ • Fiscal year 2018 • EIN 46-3433106

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 09, 2018

1510 Holden AvenueConcord, 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.

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

49th percentile

4.8%

Higher net margin than 49% 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

88th percentile

59%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

47th percentile

-2.0%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$12,549

Up $4,632 (+59%) from 2017

Net Assets

$12,549

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$95,575

Down $1,968 (-2.0%) from 2017

Expenses

Down

$90,943

Down $13,127 (-13%) from 2017

Net Income

Up

$4,632

Up $11,159 (+171%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$12,549
Liabilities$0
Net Assets$12,549

Operations Trend

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

2018

Revenue$95,575
Expenses$90,943
Net Income$4,632
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 9, 2018
Return Version
2017v2.3
Gross Receipts
$112,820
Mission and Program Overview

Mission

Enable Public Enrichment Promote Children Welfare

Program Services

DescriptionGrantsExpenses
Classroom Essentials Each Teacher including encore teachers is alloted funds to reimburse for classroom supplies.-$55,498
Give Back Program Funds paid directly to Elementary School for various supplies, grants, staff development, etcetera-$19,766
Student / Parent / Teacher Hospitality Enrich relationships-$5,580
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyndal ChasePresidentPT$0--
Tracy BartelsVice President-$0--
April HobbsTreasurerPT$0--
Lindsay Kay GryziecSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mommy Son Event$3,676$3,676$3,304$372
Sweetheart Dance$3,676$3,676$3,304$372
Total Events$18,814$18,814$17,245$1,569
Filing and Contact Details

Filer

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

Signing Officer

Name
Tamika McSweeney
Title
Current Treasurer
Phone
7047266588
Signed
2018-10-09
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 8, Other Revenue

Bounced Check Recovery 61

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

Fundraising 8,217

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

Supplies 293

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

Bank and Merchant Fees 497

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

Give Back to Elementary School for Development, Grants, Supplies, Etc. 19,766

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

Encore Teachers Classroom Supplies 47,628

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

Hospitality Expenses 5,580

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

Insurance 719

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

Teacher Supply Reimbursements 7,870

Raw XML Appendix184 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/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OtherExpensesTotalAmt090570
IRS990EZ/OtherRevenueTotalAmt061
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IRS990EZ/PrintingPublicationsPostageAmt013
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Essentials Each Teacher including encore teachers 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/ProgramServiceExpensesAmt055498
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087856
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087856
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Sweetheart Dance
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011462
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03676
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01569
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010637
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017245
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03304
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03304
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bounced Check Recovery 61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 8,217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank and Merchant Fees 497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Give Back to Elementary School for Development, Grants, Supplies, Etc. 19,766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Encore Teachers Classroom Supplies 47,628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality Expenses 5,580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Supply Reimbursements 7,870
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Tamika McSweeney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Current Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07047266588
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Patriots Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0463433106
ReturnHeader/Filer/PhoneNum07044551882
ReturnHeader/Filer/USAddress/AddressLine1Txt01510 Holden Avenue
ReturnHeader/Filer/USAddress/CityNm0Concord
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028025
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.139.41.254
ReturnHeader/FilingSecurityInformation/IPDt02018-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:48:09
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/PreparationDt02018-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah L Carano
ReturnHeader/ReturnTs02018-10-06T01:40:09-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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