Civic Intelligence

Patriots Elementary PTO

990EZ • Fiscal year 2020 • EIN 46-3433106

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 26, 2020

Organization ProfileNone
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

85th percentile

0.00x

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

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.00x

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

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Net Margin

33rd percentile

-5.1%

Higher net margin than 33% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-16%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$16,206

Down $4,169 (-20%) from 2019

Net Assets

Down

$16,206

Down $4,169 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin33rd percentile

Revenue

Down

$81,774

Down $15,684 (-16%) from 2019

Expenses

Down

$85,943

Down $3,689 (-4.1%) from 2019

Net Income

Down

-$4,169

Down $11,995 (-153%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$16,206
Liabilities$0
Net Assets$16,206
Open 2020 Filing

Operations Trend

Revenue Growth55th 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

2020

Revenue$81,774
Expenses$85,943
Net Income-$4,169
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 26, 2020
Return Version
2019v5.1
Gross Receipts
$90,013
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-$54,561
Classroom Essentials Each Teacher including encore teachers is alloted funds to reimburse for classroom supplies.-$6,891
Student / Parent / Teacher Hospitality Enrich relationships-$4,734
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lyndsay GryziecPresidentPT$0--
Mandie NanceVice President-$0--
Amanda BoothTreasurerPT$0--
Tracy BartelsSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit Gear$7,075$7,075$4,586$2,489
School Dances$3,963$3,963$3,653$310
Total Events$11,038$11,038$8,239$2,799
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
Akilah Boker
Title
Treasurer
Phone
7042606230
Signed
2020-08-26
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 16,838”

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

“Supplies 346”

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

“Give Back to Elementary School for Development, Grants, Supplies, Etc. 61,452”

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

“Hospitality Expenses 4,734”

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

“Insurance 699”

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

“Memberships Incentives 10”

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

“Miscellaneous Event Expenses 363”

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

“Staff Appreciation Expenses 1,141”

Raw XML Appendix178 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/USAddress/CityNm0Concord
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/ExcessOrDeficitForYearAmt0-4169
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0360
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IRS990EZ/GrossReceiptsAmt090013
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lyndsay Gryziec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mandie Nance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Booth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tracy Bartels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085583
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enable Public Enrichment Promote Children Welfare
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/ProgramServiceExpensesAmt06891
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14734
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt254561
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08239
IRS990EZ/SpecialEventsNetIncomeLossAmt02799
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt085943
IRS990EZ/TotalProgramServiceExpensesAmt066186
IRS990EZ/TotalRevenueAmt081774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0None
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt093994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0452911
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018841
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt081497
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/PublicSupportTotal509Amt0534408
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0112962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105839
IRS990ScheduleA/Total509Grp/TotalAmt0534408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0112835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0105839
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0534408
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08239
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0School Dances
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Gear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt011038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011038
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02799
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08239
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03653
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 16,838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Give Back to Elementary School for Development, Grants, Supplies, Etc. 61,452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Hospitality Expenses 4,734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Memberships Incentives 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous Event Expenses 363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Appreciation Expenses 1,141
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Akilah Boker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042606230
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-26
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BEA6F4A07CBCAFD8E34087B6904F8C6F708FDEF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId017DE7CA83EC9B2D8872B028C3DAE1DE399EC35BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.139.41.254
ReturnHeader/FilingSecurityInformation/IPDt02020-10-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:34:24
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/PreparationDt02020-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah L Carano
ReturnHeader/ReturnTs02020-08-27T10:57:17-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,206
Liabilities
$0
Net assets
$16,206
Revenue
$81,774
Expenses
$85,943
Net income
-$4,169
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