Civic Intelligence

Shuford Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2020 • EIN 46-3840519

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

Organization ProfileN/A
810 Hunsucker DriveConover, NC 28613

(828) 320-1215

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

90th percentile

53%

Higher net margin than 90% 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

75th percentile

38%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

28th percentile

-40%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$24,480

Up $6,715 (+38%) from 2019

Net Assets

Up

$24,480

Up $6,715 (+38%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin90th percentile

Revenue

Down

$12,558

Down $8,422 (-40%) from 2019

Expenses

Down

$5,843

Down $743 (-11%) from 2019

Net Income

Down

$6,715

Down $7,679 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$30K$20K$10K$0Assets 2018: $3,371Liabilities 2018: $0Net Assets 2018: $3,3712018Assets 2019: $17,765Liabilities 2019: $0Net Assets 2019: $17,7652019Assets 2020: $24,480Liabilities 2020: $0Net Assets 2020: $24,4802020Assets 2021: $6,627Net Assets 2021: $6,6272021Assets 2022: $18,034Net Assets 2022: $18,0342022Assets 2023: $17,054Net Assets 2023: $17,0542023Assets 2024: $11,227Net Assets 2024: $11,2272024Assets 2025: $17,234Net Assets 2025: $17,2342025

Highlighted filing

2020

Assets$24,480
Liabilities$0
Net Assets$24,480
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2018: $8,447Expenses 2018: $5,076Net Income 2018: $3,3712018Revenue 2019: $20,980Expenses 2019: $6,586Net Income 2019: $14,3942019Revenue 2020: $12,558Expenses 2020: $5,843Net Income 2020: $6,7152020Revenue 2021: $1,782Expenses 2021: $19,635Net Income 2021: -$17,8532021Revenue 2022: $19,618Expenses 2022: $8,211Net Income 2022: $11,4072022Revenue 2023: $10,282Expenses 2023: $11,262Net Income 2023: -$9802023Revenue 2024: $11,072Expenses 2024: $16,899Net Income 2024: -$5,8272024Revenue 2025: $19,654Expenses 2025: $13,647Net Income 2025: $6,0072025

Highlighted filing

2020

Revenue$12,558
Expenses$5,843
Net Income$6,715
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$12,828
Mission and Program Overview

Mission

To promote the welfare and enrichment of students.

Program Services

DescriptionGrantsExpenses
Provide funds for general use/benefit of students.$0$5,643
Provide support for educational programs and social events.$0$270
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nikki BoulanyPresidentPT$0--
Tim SettlemyreVice President-$0--
Lindsey JohnsonSecretaryPT$0--
Tracy MossTresurer-$0--
Filing and Contact Details

Filer

Filer Name
Shuford Elementary School Parent
EIN
46-3840519
Phone
8283201215
Address
810 Hunsucker Drive, Conover, NC 28613

Signing Officer

Name
Tracy Moss
Title
Treasurer
Phone
8283022326
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Whisnant & Company Llp
Address
P O BOX 639, HICKORY, NC 28603
Preparer
James M Whitworth Jr CPA
Phone
8283221803
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest income. Amount: 17.”

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

“Description: Staff and student support. Amount: 5,643. Description: General and administrative. Amount: 200. Total to Form 990-EZ, line 16: 5,843.”

Raw XML Appendix159 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/PhoneNum08283201215
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 639
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hickory
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028603
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nikki Boulany
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tim Settlemyre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsey Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tracy Moss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Tresurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05843
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare and enrichment of students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide support for educational programs and social events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide funds for general use/benefit of students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15643
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0270
IRS990EZ/SpecialEventsNetIncomeLossAmt011416
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05843
IRS990EZ/TotalProgramServiceExpensesAmt05913
IRS990EZ/TotalRevenueAmt012558
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07876
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011686
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt025400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt08434
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt045520
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt053396
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029501
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IRS990ScheduleA/Total509Grp/TotalAmt053396
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011084
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Staff and student support. Amount: 5,643. Description: General and administrative. Amount: 200. Total to Form 990-EZ, line 16: 5,843.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Moss
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08283022326
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shuford Elementary School Parent
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Teacher Organization Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHUF
ReturnHeader/Filer/EIN0463840519
ReturnHeader/Filer/PhoneNum08283201215
ReturnHeader/Filer/USAddress/AddressLine1Txt0810 Hunsucker Drive
ReturnHeader/Filer/USAddress/CityNm0Conover
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-05
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ReturnHeader/FilingSecurityInformation/IPTm008:59:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561084523
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028603
ReturnHeader/PreparerPersonGrp/PhoneNum08283221803
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James M Whitworth Jr CPA
ReturnHeader/ReturnTs02020-11-10T08:36:36-06:00
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
$24,480
Liabilities
$0
Net assets
$24,480
Revenue
$12,558
Expenses
$5,843
Net income
$6,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.2$17.2$19.7$13.6$6.01
2024Detailed filing. Detailed filing data is available for this year.$11.2$11.2$11.1$16.9$5.83
2023Detailed filing. Detailed filing data is available for this year.$17.1$17.1$10.3$11.3$0.98
2022Detailed filing. Detailed filing data is available for this year.$18.0$18.0$19.6$8.21$11.4
2021Detailed filing. Detailed filing data is available for this year.$6.63$6.63$1.78$19.6$17.9
2020Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$12.6$5.84$6.72
2019Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$21.0$6.59$14.4
2018Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$8.45$5.08$3.37