Civic Intelligence

Northwest Elementary PTO

990EZ • Fiscal year 2022 • EIN 56-1682449

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 12, 2023

400 Northwest 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

81st percentile

0.00x

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

2022 filings • NTEE B112 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.00x

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

2022 filings • NTEE B112 • <$500k nonprofits • Source year 2022

Net Margin

58th percentile

19%

Higher net margin than 58% of similar nonprofits.

2022 filings • NTEE B112 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2022 filings • NTEE B112 • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

19%

Faster asset growth than 61% of similar nonprofits.

2022 filings • NTEE B112 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

99%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • NTEE B112 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$88,823

Up $14,347 (+19%) from 2021

Net Assets

Up

$88,823

Up $14,347 (+19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$74,534

Up $37,110 (+99%) from 2021

Expenses

Up

$60,187

Up $30,692 (+104%) from 2021

Net Income

Up

$14,347

Up $6,418 (+81%) from 2021

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

2022

Assets$88,823
Liabilities$0
Net Assets$88,823

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

2022

Revenue$74,534
Expenses$60,187
Net Income$14,347
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 12, 2023
Return Version
2021v4.2
Gross Receipts
$114,574
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$60,187
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY BONNETTPresident-$0--
JOSHUA JAMESTreasurer-$0--
KELLEY BAJILLANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$89,970$89,970$21,454$68,516
Book Fair$15,628$15,628$15,659$-31
Total Events$112,346$112,346$40,040$72,306
Filing and Contact Details

Filer

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

Signing Officer

Name
Joshua James
Title
Treasurer
Phone
3367640360
Signed
2023-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Turlington and Company Llp
Address
1338 WESTGATE CENTER DRIVE, WINSTONSALEM, NC 27103
Preparer
W Bennett Bruff
Phone
3367652410
Supplemental Narrative

Additional Explanations

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

Description: teacher grants for classroom supplies. Amount: 14,600. Description: technology. Amount: 1,174. Description: pto membership expenses. Amount: 445. Description: ralph kimel scholarship expense. Amount: 500. Description: teacher appreciation expense. Amount: 1,534. Description: office. Amount: 860. Description: school clubs and programs. Amount: 35,158. Description: school supplies. Amount: 5,416. Total to form 990-ez, line 16: 59,687.

Raw XML Appendix172 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/PersonNm0ASHLEY BONNETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLEY BAJILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt059687
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/ProgramServiceExpensesAmt060187
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt040040
IRS990EZ/SpecialEventsNetIncomeLossAmt072306
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt074534
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TEACHER GRANTS FOR CLASSROOM SUPPLIES. AMOUNT: 14,600. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,174. DESCRIPTION: PTO MEMBERSHIP EXPENSES. AMOUNT: 445. DESCRIPTION: RALPH KIMEL SCHOLARSHIP EXPENSE. AMOUNT: 500. DESCRIPTION: TEACHER APPRECIATION EXPENSE. AMOUNT: 1,534. DESCRIPTION: OFFICE. AMOUNT: 860. DESCRIPTION: SCHOOL CLUBS AND PROGRAMS. AMOUNT: 35,158. DESCRIPTION: SCHOOL SUPPLIES. AMOUNT: 5,416. TOTAL TO FORM 990-EZ, LINE 16: 59,687.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA JAMES
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ReturnHeader/BusinessOfficerGrp/PhoneNum03367640360
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-12
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ReturnHeader/Filer/EIN0561682449
ReturnHeader/Filer/PhoneNum03367640360
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 NORTHWEST 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/PreparerPersonNm0W BENNETT BRUFF
ReturnHeader/ReturnTs02023-07-14T09:06:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSHUA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAMES
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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