Civic Intelligence

Colfax Elementary School Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 47-4719214

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization ProfileN/A
9112 West Market StreetColfax, NC 27235

(252) 801-6440

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

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.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-38%

Faster asset growth than 10% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-16%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,436

Down $15,187 (-38%) from 2016

Net Assets

Down

$24,436

Down $15,187 (-38%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$55,636

Down $10,729 (-16%) from 2016

Expenses

Up

$70,823

Up $44,081 (+165%) from 2016

Net Income

Down

-$15,187

Down $54,810 (-138%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$40K$30K$20K$10K$0Assets 2016: $39,623Net Assets 2016: $39,6232016Assets 2017: $24,436Net Assets 2017: $24,4362017Assets 2018: $33,029Net Assets 2018: $33,0292018Assets 2019: $28,078Net Assets 2019: $28,0782019Assets 2020: $18,571Net Assets 2020: $18,5712020Assets 2021: $18,356Net Assets 2021: $18,3562021Assets 2022: $34,155Net Assets 2022: $34,1552022Assets 2023: $28,067Net Assets 2023: $28,0672023Assets 2024: $37,049Net Assets 2024: $37,0492024Assets 2025: $28,701Net Assets 2025: $28,7012025

Highlighted filing

2017

Assets$24,436
Liabilities-
Net Assets$24,436
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2016: $66,365Expenses 2016: $26,742Net Income 2016: $39,6232016Revenue 2017: $55,636Expenses 2017: $70,823Net Income 2017: -$15,1872017Revenue 2018: $67,947Expenses 2018: $59,354Net Income 2018: $8,5932018Revenue 2019: $55,636Expenses 2019: $60,587Net Income 2019: -$4,9512019Revenue 2020: $58,475Expenses 2020: $67,982Net Income 2020: -$9,5072020Revenue 2021: $17,584Expenses 2021: $19,208Net Income 2021: -$1,6242021Revenue 2022: $53,361Expenses 2022: $37,562Net Income 2022: $15,7992022Revenue 2023: $69,567Expenses 2023: $75,655Net Income 2023: -$6,0882023Revenue 2024: $92,716Expenses 2024: $83,734Net Income 2024: $8,9822024Revenue 2025: $72,328Expenses 2025: $80,676Net Income 2025: -$8,3482025

Highlighted filing

2017

Revenue$55,636
Expenses$70,823
Net Income-$15,187
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$95,025
Mission and Program Overview

Mission

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
Support of students, teachers, staff, grounds, buildings, special education programs, research facilities, equipment, resources and cultural enrichment-$62,844
SUPPORT OF ATHLETIC PROGRAMS-$7,741
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA VAN WERTPresidentPT$0--
JULIE VAUGHANVice PresidentPT$0--
GINA TUCKERVice PresidentPT$0--
STEPHANIE WILLIAMSVice PresidentPT$0--
KATHY HARTMANSecretary-$0--
LATORA PITTMANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Viking Fun Run$36,474$36,474$19,257$17,217
Attractions Books$9,320$9,320$3,602$5,718
Total Events$45,794$45,794$22,859$22,935
Filing and Contact Details

Filer

Filer Name
Colfax Elementary Parent Teacher Organization
EIN
47-4719214
Phone
2528016440
Address
9112 West Market Street, Colfax, NC 27235

Signing Officer

Name
Latora Pittman
Title
Treasurer
Phone
2528016440
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Samuel K Anders CPA Msa Pc
Address
P O BOX 447, OAK RIDGE, NC 27310
Preparer
Samuel K Anders CPA Msa
Phone
3366437577
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Sales Tax Refund 218.”

Form 990EZ, Part I, Line 8

“Miscellaneous 2.”

Form 990EZ, Part I, Line 8

“Miscellaneous NSF 8.”

Form 990EZ, Part I, Line 10

“To provide supplies and support not furnished by the guilford county school system; supplies/support”

Form 990EZ, Part I, Line 16

“Administrative Expenses 262.”

Form 990EZ, Part I, Line 16

“Bank Charges 33.”

Form 990EZ, Part I, Line 16

“Insurance 530.”

Form 990EZ, Part I, Line 16

“Merchant Fees 509.”

Form 990EZ, Part I, Line 16

“Program Expenses 6445.”

Raw XML Appendix177 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/PersonNm0TRISH DELL
IRS990EZ/BooksInCareOfDetail/PhoneNum03368470211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09112 West Market Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Colfax
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027235
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039623
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024436
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15187
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt070807
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062844
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt095025
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01345
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039623
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt19.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt525.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA VAN WERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE VAUGHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY HARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LATORA PITTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07779
IRS990EZ/OtherRevenueTotalAmt0228
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Organization
IRS990EZ/ProgramServiceRevenueAmt022608
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support of students, teachers, staff, grounds, buildings, special education programs, research facilities, equipment, resources and cultural enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF ATHLETIC PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062844
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17741
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039389
IRS990EZ/SpecialEventsNetIncomeLossAmt031418
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070823
IRS990EZ/TotalProgramServiceExpensesAmt070585
IRS990EZ/TotalRevenueAmt055636
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03101
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt093643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0199141
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0202242
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107217
IRS990ScheduleA/Total509Grp/TotalAmt0202242
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202242
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022859
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Attractions Books
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Viking Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt036474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045794
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022935
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022859
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales Tax Refund 218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous NSF 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SUPPLIES AND SUPPORT NOT FURNISHED BY THE GUILFORD COUNTY SCHOOL SYSTEM; SUPPLIES/SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Administrative Expenses 262.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges 33.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Merchant Fees 509.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Program Expenses 6445.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LATORA PITTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02528016440
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Colfax Elementary Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0COLF
ReturnHeader/Filer/EIN0474719214
ReturnHeader/Filer/PhoneNum02528016440
ReturnHeader/Filer/USAddress/AddressLine1Txt09112 West Market Street
ReturnHeader/Filer/USAddress/CityNm0Colfax
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027235
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId070C85CFAB819DA11215F4EE5B7A26C26D0FBD8AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01F6467662C00029DD2055B101CC3F20595015181
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.57.177.154
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm005:43:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAMUEL K ANDERS CPA MSA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 447
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027310
ReturnHeader/PreparerPersonGrp/PhoneNum03366437577
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL K ANDERS CPA MSA
ReturnHeader/ReturnTs02017-11-09T05:43:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,436
Liabilities
-
Net assets
$24,436
Revenue
$55,636
Expenses
$70,823
Net income
-$15,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.7$28.7$72.3$80.7$8.35
2024Detailed filing. Detailed filing data is available for this year.$37.0$37.0$92.7$83.7$8.98
2023Detailed filing. Detailed filing data is available for this year.$28.1$28.1$69.6$75.7$6.09
2022Detailed filing. Detailed filing data is available for this year.$34.2$34.2$53.4$37.6$15.8
2021Detailed filing. Detailed filing data is available for this year.$18.4$18.4$17.6$19.2$1.62
2020Detailed filing. Detailed filing data is available for this year.$18.6$18.6$58.5$68.0$9.51
2019Detailed filing. Detailed filing data is available for this year.$28.1$28.1$55.6$60.6$4.95
2018Detailed filing. Detailed filing data is available for this year.$33.0$33.0$67.9$59.4$8.59
2017Detailed filing. Detailed filing data is available for this year.$24.4$24.4$55.6$70.8$15.2
2016Detailed filing. Detailed filing data is available for this year.$39.6$39.6$66.4$26.7$39.6