Civic Intelligence

Beverly Woods Elementary PTA Nc

990EZ • Fiscal year 2019 • EIN 56-1667101

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 02, 2019

6001 Quail Hollow RdCharlotte, NC 28210

(704) 451-1502

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

70%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$136,315

Up $55,913 (+70%) from 2018

Net Assets

Up

$136,315

Up $55,913 (+70%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$104,842

Down $13,247 (-11%) from 2018

Expenses

Down

$48,930

Down $39,274 (-45%) from 2018

Net Income

Up

$55,912

Up $26,027 (+87%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $5,275Liabilities 2010: $0Net Assets 2010: $5,2752010Assets 2011: $16,146Liabilities 2011: $0Net Assets 2011: $16,1462011Assets 2012: $14,398Liabilities 2012: $0Net Assets 2012: $14,3982012Assets 2013: $13,919Liabilities 2013: $02013Assets 2014: $14,729Liabilities 2014: $02014Assets 2015: $17,285Liabilities 2015: $02015Assets 2016: $35,203Liabilities 2016: $02016Assets 2017: $50,321Liabilities 2017: $02017Assets 2018: $80,402Liabilities 2018: $0Net Assets 2018: $80,4022018Assets 2019: $136,315Liabilities 2019: $0Net Assets 2019: $136,3152019Assets 2020: $91,441Liabilities 2020: $0Net Assets 2020: $91,4412020Assets 2021: $94,156Liabilities 2021: $0Net Assets 2021: $94,1562021Assets 2022: $76,427Liabilities 2022: $0Net Assets 2022: $76,4272022Assets 2023: $82,795Liabilities 2023: $0Net Assets 2023: $82,7952023Assets 2024: $96,500Liabilities 2024: $0Net Assets 2024: $96,5002024Assets 2025: $86,686Liabilities 2025: $0Net Assets 2025: $86,6862025

Highlighted filing

2019

Assets$136,315
Liabilities$0
Net Assets$136,315

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $94,744Expenses 2010: $96,429Net Income 2010: -$1,6852010Revenue 2011: $99,266Expenses 2011: $88,395Net Income 2011: $10,8712011Revenue 2012: $99,307Expenses 2012: $101,619Net Income 2012: -$2,3122012Revenue 2013: $92,709Expenses 2013: $93,181Net Income 2013: -$4722013Revenue 2014: $96,688Expenses 2014: $95,878Net Income 2014: $8102014Revenue 2015: $96,533Expenses 2015: $94,575Net Income 2015: $1,9582015Revenue 2016: $107,970Expenses 2016: $90,057Net Income 2016: $17,9132016Revenue 2017: $106,883Expenses 2017: $91,914Net Income 2017: $14,9692017Revenue 2018: $118,089Expenses 2018: $88,204Net Income 2018: $29,8852018Revenue 2019: $104,842Expenses 2019: $48,930Net Income 2019: $55,9122019Revenue 2020: $106,460Expenses 2020: $151,334Net Income 2020: -$44,8742020Revenue 2021: $44,954Expenses 2021: $42,239Net Income 2021: $2,7152021Revenue 2022: $95,524Expenses 2022: $113,253Net Income 2022: -$17,7292022Revenue 2023: $94,419Expenses 2023: $88,051Net Income 2023: $6,3682023Revenue 2024: $93,472Expenses 2024: $57,830Net Income 2024: $35,6422024Revenue 2025: $102,009Expenses 2025: $134,409Net Income 2025: -$32,4002025

Highlighted filing

2019

Revenue$104,842
Expenses$48,930
Net Income$55,912
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 2, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

At beverly woods elementary our mission is to provide students with a strong academic and character-based foundation which will instill a desire to explore lead and serve in a global society

At beverly woods elementary our mission is to provide students with a strong academic and character-based foundation which will instill a desire to explore lead and serve in a global society parent teacher associations ptas are a powerful voice for

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER NALLSPresidentPT$0--
HARRIETT RETT LILESVP EventsPT$0--
ANDREA DEPHILLIPSVP ProgramsPT$0--
LISA HOUSERSecretaryPT$0--
SUSAN GAGANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Beverly Woods Elementary Pta Nc
EIN
56-1667101
Address
6001 QUAIL HOLLOW RD, CHARLOTTE, NC 28210

Signing Officer

Name
Susan Gagan
Title
Treasurer
Signed
2019-11-02
Supplemental Narrative

Additional Explanations

Schedule O:

Form 990EZ Part 1 Line 8 - Other income is composed of the following 15489 Silent Auction 47311 Chess Club 81246 School Supply Kits 154346 Magazines Agendas 20062 Sales Tax Refund Form 990EZ Part 1 Line 16 Other expenses are composed of the following 1702979 Curriculum 248754 Professional Development 2460882 Support Services 133864 Silent Auction 301031 Administrative 45399 - Other

Raw XML Appendix259 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.

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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0534316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990EZ Part 1 Line 8 - Other income is composed of the following 15489 Silent Auction 47311 Chess Club 81246 School Supply Kits 154346 Magazines Agendas 20062 Sales Tax Refund Form 990EZ Part 1 Line 16 Other expenses are composed of the following 1702979 Curriculum 248754 Professional Development 2460882 Support Services 133864 Silent Auction 301031 Administrative 45399 - Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Gagan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERLY WOODS ELEMENTARY PTA NC
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0561667101
ReturnHeader/Filer/USAddress/AddressLine1Txt06001 QUAIL HOLLOW RD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028210
ReturnHeader/ReturnTs02019-11-02T01:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.02$1.34$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.93$0.58$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.94$0.88$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.96$1.13$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.45$0.42$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$1.06$1.51$0.45
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.05$0.49$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$1.18$0.88$0.30
2017Summary only. Only limited summary data is available for this year.$0.50$0.00$1.07$0.92$0.15
2016Summary only. Only limited summary data is available for this year.$0.35$0.00$1.08$0.90$0.18
2015Summary only. Only limited summary data is available for this year.$0.17$0.00$0.97$0.95$0.02
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.97$0.96$0.01
2013Summary only. Only limited summary data is available for this year.$0.14$0.00$0.93$0.93$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.99$1.02$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.99$0.88$0.11
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.95$0.96$0.02