Civic Intelligence

Northwest Elementary PTO

990EZ • Fiscal year 2016 • EIN 56-1682449

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 12, 2017

400 NW Elementary School RdLexington, NC 27295

(336) 764-0360

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$40,082

Up $16,355 (+69%) from 2015

Net Assets

Up

$40,082

Up $16,355 (+69%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$43,854

Up $12,298 (+39%) from 2015

Expenses

Down

$27,499

Down $18,487 (-40%) from 2015

Net Income

Up

$16,355

Up $30,785 (+213%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $43,107Net Assets 2011: $43,1072011Assets 2012: $32,793Liabilities 2012: $02012Assets 2013: $43,657Liabilities 2013: $02013Assets 2014: $38,157Liabilities 2014: $02014Assets 2015: $23,727Liabilities 2015: $0Net Assets 2015: $23,7272015Assets 2016: $40,082Liabilities 2016: $0Net Assets 2016: $40,0822016Assets 2017: $48,253Liabilities 2017: $0Net Assets 2017: $48,2532017Assets 2018: $53,991Liabilities 2018: $0Net Assets 2018: $53,9912018Assets 2019: $64,982Liabilities 2019: $0Net Assets 2019: $64,9822019Assets 2020: $66,547Liabilities 2020: $0Net Assets 2020: $66,5472020Assets 2021: $74,476Liabilities 2021: $0Net Assets 2021: $74,4762021Assets 2022: $88,823Liabilities 2022: $0Net Assets 2022: $88,8232022Assets 2023: $85,699Liabilities 2023: $0Net Assets 2023: $85,6992023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $21,4502024

Highlighted filing

2016

Assets$40,082
Liabilities$0
Net Assets$40,082

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $27,351Expenses 2011: $26,038Net Income 2011: $1,3132011Revenue 2012: $26,777Expenses 2012: $37,091Net Income 2012: -$10,3142012Revenue 2013: $44,854Expenses 2013: $33,990Net Income 2013: $10,8642013Revenue 2014: $34,238Expenses 2014: $39,738Net Income 2014: -$5,5002014Revenue 2015: $31,556Expenses 2015: $45,986Net Income 2015: -$14,4302015Revenue 2016: $43,854Expenses 2016: $27,499Net Income 2016: $16,3552016Revenue 2017: $50,061Expenses 2017: $41,890Net Income 2017: $8,1712017Revenue 2018: $53,327Expenses 2018: $47,589Net Income 2018: $5,7382018Revenue 2019: $91,801Expenses 2019: $80,810Net Income 2019: $10,9912019Revenue 2020: $70,457Expenses 2020: $68,892Net Income 2020: $1,5652020Revenue 2021: $37,424Expenses 2021: $29,495Net Income 2021: $7,9292021Revenue 2022: $74,534Expenses 2022: $60,187Net Income 2022: $14,3472022Revenue 2023: $74,250Expenses 2023: $77,374Net Income 2023: -$3,1242023Revenue 2024: $120,495Expenses 2024: $99,045Net Income 2024: $21,4502024

Highlighted filing

2016

Revenue$43,854
Expenses$27,499
Net Income$16,355
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 12, 2017
Return Version
2015v3.0
Gross Receipts
$76,278
Mission and Program Overview

Mission

Educational material for students/teachers

Program Services

DescriptionGrantsExpenses
EDUCATION MATERIALS FOR STUDENTS AND TEACHERS ATNORTHWEST ELEMENTARY SCHOOL IN LEXINGTON, NC$0$27,499
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATRINA ROMBLADPresident-$0--
GINA WEBBERTreasurer-$0--
SARAH REEDSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog Sales$16,351$16,351$8,387$7,964
Book Fair$15,050$15,050$8,729$6,321
Total Events$75,711$75,711$32,424$43,287
Filing and Contact Details

Filer

Filer Name
Northwest Elementary Pto
EIN
56-1682449
Phone
3367640360
Address
400 NW ELEMENTARY SCHOOL RD, LEXINGTON, NC 27295

Signing Officer

Name
Gina Webber
Title
Treasurer
Phone
3367640360
Signed
2017-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Turlington and Company Llp
Address
1338 WESTGATE CENTER DRIVE, WINSTONSALEM, NC 27103
Preparer
R Scott Hummel
Phone
3367652410
Supplemental Narrative

Additional Explanations

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

Description: interest. Amount: 8.

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

Description: teacher grants for classroom supplies. Amount: 9,253. Description: graduation expense. Amount: 234. Description: pto membership expenses. Amount: 1,280. Description: ralph kimel scholarship expense. Amount: 500. Description: teacher appreciation expense. Amount: 1,955. Description: technology grant expense for students. Amount: 7,172. Description: office supplies. Amount: 405. Description: school supplies. Amount: 4,784. Description: eog breakfast. Amount: 126. Description: runner's club. Amount: 497. Description: field day. Amount: 48. Description: playground. Amount: 770. Total to form 990-ez, line 16: 27,024.

Raw XML Appendix185 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/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027024
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL MATERIAL FOR STUDENTS/TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION MATERIALS FOR STUDENTS AND TEACHERS ATNORTHWEST ELEMENTARY SCHOOL IN LEXINGTON, NC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027499
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt043287
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027499
IRS990EZ/TotalProgramServiceExpensesAmt027499
IRS990EZ/TotalRevenueAmt043854
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0PART II LINE 17A - NORTHWEST ELEMENTARY PTO IN LEXINGTON NCDOES MAJORITY FUNDRAISING TO SUPPORT THE ELEMENTARY SCHOOL EDUCATIONAL SUPPLIES AND TEACHER MATERIALS. THE PTO RELIES ON THESE FUNDRAISERS FOR THE SUPPORT.
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0559
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0747
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
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IRS990ScheduleG/AgrmtProfFundraisingActyInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt044310
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TEACHER GRANTS FOR CLASSROOM SUPPLIES. AMOUNT: 9,253. DESCRIPTION: GRADUATION EXPENSE. AMOUNT: 234. DESCRIPTION: PTO MEMBERSHIP EXPENSES. AMOUNT: 1,280. DESCRIPTION: RALPH KIMEL SCHOLARSHIP EXPENSE. AMOUNT: 500. DESCRIPTION: TEACHER APPRECIATION EXPENSE. AMOUNT: 1,955. DESCRIPTION: TECHNOLOGY GRANT EXPENSE FOR STUDENTS. AMOUNT: 7,172. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 405. DESCRIPTION: SCHOOL SUPPLIES. AMOUNT: 4,784. DESCRIPTION: EOG BREAKFAST. AMOUNT: 126. DESCRIPTION: RUNNER'S CLUB. AMOUNT: 497. DESCRIPTION: FIELD DAY. AMOUNT: 48. DESCRIPTION: PLAYGROUND. AMOUNT: 770. TOTAL TO FORM 990-EZ, LINE 16: 27,024.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA WEBBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367640360
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWEST ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0561682449
ReturnHeader/Filer/PhoneNum03367640360
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 NW ELEMENTARY SCHOOL RD
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027295
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560817345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURLINGTON AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01338 WESTGATE CENTER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027103
ReturnHeader/PreparerPersonGrp/PhoneNum03367652410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R SCOTT HUMMEL
ReturnHeader/ReturnTs02017-07-14T10:41:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.21$1.20$0.99$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.74$0.77$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.75$0.60$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.37$0.29$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.70$0.69$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.92$0.81$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.53$0.48$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.50$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.44$0.27$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.32$0.46$0.14
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$0.34$0.40$0.06
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.45$0.34$0.11
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.27$0.37$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.27$0.26$0.01