Civic Intelligence

Patriots Elementary PTO

990EZ • Fiscal year 2021 • EIN 46-3433106

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.00x

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

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Net Margin

46th percentile

-7.9%

Higher net margin than 46% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

30th percentile

-17%

Faster asset growth than 30% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

-58%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$13,465

Down $2,741 (-17%) from 2020

Net Assets

Down

$13,465

Down $2,741 (-17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin46th percentile

Revenue

Down

$34,731

Down $47,043 (-58%) from 2020

Expenses

Down

$37,472

Down $48,471 (-56%) from 2020

Net Income

Up

-$2,741

Up $1,428 (+34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2021

Assets$13,465
Liabilities$0
Net Assets$13,465
Open 2021 Filing

Operations Trend

Revenue Growth40th 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

2021

Revenue$34,731
Expenses$37,472
Net Income-$2,741
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$36,305
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-$28,791
Student / Parent / Teacher Hospitality Enrich relationships-$4,201
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chareen AfflickPresidentPT$0--
Mary Ellen CliffordVice President-$0--
Akilah BokerTreasurerPT$0--
Kadena BeckfordSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit Gear$761$761$1,574$-813
Total Events$761$761$1,574$-813
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
Current PTO Officer
Title
Current PTO Officer
Signed
2021-11-15
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 1,578”

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

“Appreciation Expenses 1,227”

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

“Give Back to Elementary School for Development, Grants, Supplies, Etc. 28,791”

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

“Hospitality Expenses 4,201”

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

“Other Expense 1,216”

Raw XML Appendix164 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/CashSavingsAndInvestmentsGrp/BOYAmt016206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013465
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IRS990EZ/ExcessOrDeficitForYearAmt0-2741
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chareen Afflick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Ellen Clifford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Akilah Boker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kadena Beckford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037013
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enable Public Enrichment Promote Children Welfare
IRS990EZ/PrintingPublicationsPostageAmt069
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student / Parent / Teacher Hospitality Enrich relationships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Give Back Program Funds paid directly to Elementary School for various supplies, grants, staff development, etcetera
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04201
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128791
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01574
IRS990EZ/SpecialEventsNetIncomeLossAmt0-813
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt037472
IRS990EZ/TotalProgramServiceExpensesAmt032992
IRS990EZ/TotalRevenueAmt034731
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0None
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt078975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0396729
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt068145
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
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0112759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112962
IRS990ScheduleA/Total509Grp/TotalAmt0464874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112962
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0464874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01574
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spirit Gear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0761
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-813
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 1,578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Appreciation Expenses 1,227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Give Back to Elementary School for Development, Grants, Supplies, Etc. 28,791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Hospitality Expenses 4,201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Expense 1,216
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Current PTO Officer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Current PTO Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah L Carano
ReturnHeader/ReturnTs02021-11-15T10:52:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chareena
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Afflick
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,465
Liabilities
$0
Net assets
$13,465
Revenue
$34,731
Expenses
$37,472
Net income
-$2,741
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