Civic Intelligence

Beverly Woods Elementary PTA Nc

990EZ • Fiscal year 2021 • EIN 56-1667101

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

6001 Quail Hollow RdCharlotte, NC 28210

(704) 609-3417

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

46th percentile

6.0%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

3.0%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-58%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$94,156

Up $2,715 (+3.0%) from 2020

Net Assets

Up

$94,156

Up $2,715 (+3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$44,954

Down $61,506 (-58%) from 2020

Expenses

Down

$42,239

Down $109,095 (-72%) from 2020

Net Income

Up

$2,715

Up $47,589 (+106%) from 2020

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

2021

Assets$94,156
Liabilities$0
Net Assets$94,156

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

2021

Revenue$44,954
Expenses$42,239
Net Income$2,715
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.0
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

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY CHANDLERPresidentPT$0--
MEGAN HOGANVP Of EventsPT$0--
HILLARY KESTLERTreasurerPT$0--
KAREN CANNONSecretaryPT$0--
KRISTEN BUNICHAuditPT$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
HIllary Kestler
Title
Treasurer
Signed
2021-11-09
Supplemental Narrative

Additional Explanations

Schedule O:

Form 990EZ Part 1 Line 16 - Other Expenses is composed of the following 735 - Administrative 8527 - Curriculum 17840 - Support Services 2838 - Silent Auction 12299 - Other

Raw XML Appendix256 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportForeignOrgNoDetermInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt088407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0397992
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010911
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06254
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111798
IRS990ScheduleA/Total509Grp/TotalAmt0467403
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106460
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0104716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0118052
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0540530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990EZ Part 1 Line 16 - Other Expenses is composed of the following 735 - Administrative 8527 - Curriculum 17840 - Support Services 2838 - Silent Auction 12299 - Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HIllary Kestler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/ReturnTs02021-11-09T23:00:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
2021Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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