Civic Intelligence

Costner School Parent Teacher Organization PTO

EIN 56-1325729 • 501(c)3 • Dallas, NC

RevokedPub. 78 EligibleNTEE B94

Profile

Assist & support costner elem school

Revocation date: Nov 15, 2024

353 Old 277 Loop RdDallas, NC 28034

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.00x

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

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

Liabilities / Revenue

89th percentile

0.00x

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

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

Net Margin

3rd percentile

-144%

Higher net margin than 3% of similar nonprofits.

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.

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

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$3,819

Down $1,150 (-23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$3,819

Down $1,150 (-23%) from 2020

Operations
Liabilities / Revenue89th percentileNet Margin3rd percentile

Revenue

Down

$796

Down $2,869 (-78%) from 2020

Expenses

Down

$1,946

Down $1,480 (-43%) from 2020

Net Income

Down

-$1,150

Down $1,389 (-581%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2011: $5,990Liabilities 2011: $0Net Assets 2011: $5,9902011Assets 2012: $12,436Liabilities 2012: $0Net Assets 2012: $12,4362012Assets 2013: $5,646Liabilities 2013: $02013Assets 2014: $11,214Liabilities 2014: $0Net Assets 2014: $11,2142014Assets 2015: $16,242Liabilities 2015: $0Net Assets 2015: $16,2422015Assets 2016: $3,575Liabilities 2016: $0Net Assets 2016: $3,5752016Assets 2017: $4,117Liabilities 2017: $0Net Assets 2017: $4,1172017Assets 2018: $3,679Liabilities 2018: $0Net Assets 2018: $3,6792018Assets 2019: $4,730Liabilities 2019: $0Net Assets 2019: $4,7302019Assets 2020: $4,969Liabilities 2020: $0Net Assets 2020: $4,9692020Assets 2021: $3,819Liabilities 2021: $0Net Assets 2021: $3,8192021

Highlighted filing

2021

Assets$3,819
Liabilities$0
Net Assets$3,819
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $24,010Expenses 2011: $21,388Net Income 2011: $2,6222011Revenue 2012: $18,499Expenses 2012: $12,053Net Income 2012: $6,4462012Revenue 2013: $13,187Expenses 2013: $19,977Net Income 2013: -$6,7902013Revenue 2014: $30,640Expenses 2014: $25,072Net Income 2014: $5,5682014Revenue 2015: $34,665Expenses 2015: $29,637Net Income 2015: $5,0282015Revenue 2016: $24,026Expenses 2016: $36,693Net Income 2016: -$12,6672016Revenue 2017: $10,210Expenses 2017: $9,668Net Income 2017: $5422017Revenue 2018: $10,314Expenses 2018: $10,752Net Income 2018: -$4382018Revenue 2019: $11,442Expenses 2019: $10,391Net Income 2019: $1,0512019Revenue 2020: $3,665Expenses 2020: $3,426Net Income 2020: $2392020Revenue 2021: $796Expenses 2021: $1,946Net Income 2021: -$1,1502021

Highlighted filing

2021

Revenue$796
Expenses$1,946
Net Income-$1,150
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$3,819
Liabilities
$0
Net assets
$3,819
Revenue
$796
Expenses
$1,946
Net income
-$1,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.80$1.95$1.15
2020Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$3.67$3.43$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$11.4$10.4$1.05
2018Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$10.3$10.8$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$10.2$9.67$0.54
2016Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$24.0$36.7$12.7
2015Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$34.7$29.6$5.03
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$30.6$25.1$5.57
2013Summary only. Only limited summary data is available for this year.$5.65$0.00$13.2$20.0$6.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.00$12.4$18.5$12.1$6.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.00$5.99$24.0$21.4$2.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 19, 2021
Return Version
2020v4.1
Gross Receipts
$796
Mission and Program Overview

Mission

Assist & support costner elem school

Program Services

DescriptionGrantsExpenses
FUNDED TEACHER PURCHASES FOR CLASSROOM SUPPLIES AND IMPROVEMENTS, SOCIAL AND EDUCATIONAL EVENTS FOR ELEMENTRY SCHOOL STUDENTS, AND TEACHER APPRECIATION AND CONFERENCEEVENTS--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN LIVINGSTONPresidentPT$0--
HAYLEY LEWISTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Costner School Parent Teacher Organ
EIN
56-1325729
Address
353 OLD 277 LOOP RD, DALLAS, NC 28034

Signing Officer

Name
Hayley Lewis
Title
Treas
Phone
7049227020
Signed
2021-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Xpress Tax & Accounting Inc
Address
PO BOX 520, DALLAS, NC 28034
Preparer
Robbie Hollifield
Phone
7049227020
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmisc 780tee shirt sales 16”

Description of other expenses Part I line 16

“Description amountawards and prizes student/teacher 101bank charges/misc fees 68fundraising fees 780teacher appreciation & meals & gift 622”

Raw XML Appendix146 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KRISTEN LIVINGSTON
CompensationExplanation/CompensationExplanationGrp/PersonNm1HAYLEY LEWIS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0ALL OFFICERS ARE TOTALLY VOLUNTEER.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1ALL OFFICERS ARE VOLUNTEERS TREAS PHONE NUMBER IS 704-460-6769
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HAYLEY LEWIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07046891142
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0353 OLD 277 LOOP RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04969
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03819
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1150
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04969
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03819
IRS990EZ/GrossReceiptsAmt0796
IRS990EZ/GroupExemptionNum00509
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04969
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03819
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04969
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03819
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN LIVINGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HAYLEY LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01571
IRS990EZ/OtherRevenueTotalAmt0796
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST & SUPPORT COSTNER ELEM SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDED TEACHER PURCHASES FOR CLASSROOM SUPPLIES AND IMPROVEMENTS, SOCIAL AND EDUCATIONAL EVENTS FOR ELEMENTRY SCHOOL STUDENTS, AND TEACHER APPRECIATION AND CONFERENCEEVENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01946
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0796
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0330
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010328
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt023595
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt018604
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt029862
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt082405
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0780
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0915
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98920
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt083875
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029862
IRS990ScheduleA/Total509Grp/TotalAmt083875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029862
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt084790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISC 780TEE SHIRT SALES 16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTAWARDS AND PRIZES STUDENT/TEACHER 101BANK CHARGES/MISC FEES 68FUNDRAISING FEES 780TEACHER APPRECIATION & MEALS & GIFT 622
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HAYLEY LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07049227020
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COSTNER SCHOOL PARENT TEACHER ORGAN
ReturnHeader/Filer/BusinessNameControlTxt0COST
ReturnHeader/Filer/EIN0561325729
ReturnHeader/Filer/USAddress/AddressLine1Txt0353 OLD 277 LOOP RD
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0142002874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0XPRESS TAX & ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 520
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028034
ReturnHeader/PreparerPersonGrp/PhoneNum07049227020
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBBIE HOLLIFIELD
ReturnHeader/ReturnTs02021-08-19T09:48:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HAYLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEWIS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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