Civic Intelligence

Matthews Elementary School PTO

990EZ • Fiscal year 2017 • EIN 56-1799375

Jul 01, 2016 to Jun 30, 2017 • Filed on May 12, 2018

Organization Profilempto.weebly.com
200 Mc Dowell StMatthews, NC 28105

(980) 343-3940

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-9.3%

Higher net margin than 25% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.3%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$48,638

Down $7,923 (-14%) from 2016

Net Assets

Down

$48,638

Down $7,923 (-14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin25th percentile

Revenue

Down

$85,468

Down $3,869 (-4.3%) from 2016

Expenses

Up

$93,391

Up $14,479 (+18%) from 2016

Net Income

Down

-$7,923

Down $18,348 (-176%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$60K$40K$20K$0Assets 2012: $48,317Liabilities 2012: $02012Assets 2013: $30,652Liabilities 2013: $02013Assets 2014: $28,973Liabilities 2014: $0Net Assets 2014: $28,9732014Assets 2015: $46,411Liabilities 2015: $0Net Assets 2015: $46,4112015Assets 2016: $56,561Liabilities 2016: $0Net Assets 2016: $56,5612016Assets 2017: $48,638Liabilities 2017: $0Net Assets 2017: $48,6382017Assets 2018: $41,225Liabilities 2018: $0Net Assets 2018: $41,2252018Assets 2019: $37,610Liabilities 2019: $0Net Assets 2019: $37,6102019Assets 2020: $44,805Liabilities 2020: $0Net Assets 2020: $44,8052020Assets 2022: $40,133Liabilities 2022: $0Net Assets 2022: $40,1332022Assets 2023: $36,019Liabilities 2023: $0Net Assets 2023: $36,0192023Assets 2024: $46,253Liabilities 2024: $0Net Assets 2024: $46,2532024Assets 2025: $22,684Net Assets 2025: $22,6842025

Highlighted filing

2017

Assets$48,638
Liabilities$0
Net Assets$48,638
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $75,207Expenses 2012: $79,210Net Income 2012: -$4,0032012Revenue 2013: $76,087Expenses 2013: $94,830Net Income 2013: -$18,7432013Revenue 2014: $68,016Expenses 2014: $81,308Net Income 2014: -$13,2922014Revenue 2015: $81,146Expenses 2015: $64,187Net Income 2015: $16,9592015Revenue 2016: $89,337Expenses 2016: $78,912Net Income 2016: $10,4252016Revenue 2017: $85,468Expenses 2017: $93,391Net Income 2017: -$7,9232017Revenue 2018: $126,616Expenses 2018: $134,029Net Income 2018: -$7,4132018Revenue 2019: $96,756Expenses 2019: $100,371Net Income 2019: -$3,6152019Revenue 2020: $56,994Expenses 2020: $49,799Net Income 2020: $7,1952020Revenue 2022: $104,765Expenses 2022: $98,022Net Income 2022: $6,7432022Revenue 2023: $51,507Expenses 2023: $55,621Net Income 2023: -$4,1142023Revenue 2024: $43,408Expenses 2024: $27,144Net Income 2024: $16,2642024Revenue 2025: $30,034Expenses 2025: $46,283Net Income 2025: -$16,2492025

Highlighted filing

2017

Revenue$85,468
Expenses$93,391
Net Income-$7,923
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 12, 2018
Return Version
2016v3.0
Gross Receipts
$157,537
Mission and Program Overview

Mission

Child Advocacy

enhance & support education experience

Program Services

DescriptionGrantsExpenses
Purchase of Smart Boards for thechool for teachers to use in classrooms to enhance the learning experience for the students and teachers-$32,553
Purchase of books for the media center fo use by all 1000 students-$9,321
Purchase of computers carts and cases to be utilized throughout the school to help our students become more technologically adept-$8,363
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan PerryTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$78,694$78,694$39,347$39,347
Stingerfest$11,229$11,229$3,546$7,683
Total Events$105,412$105,412$47,913$57,499
Filing and Contact Details

Filer

Filer Name
Matthews Elementary School PTO
EIN
56-1799375
Address
200 Mc Dowell St, Matthews, NC 28105

Signing Officer

Name
Ryan Perry
Title
Treasurer
Phone
7042938436
Signed
2018-05-12
Discuss with paid preparer
No

Preparer

Firm
JKG Investments Inc
Address
608 Indian Trail Rd, Indian Trail, NC 28079
Preparer
Katherine Tice
Phone
7048210742
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSales tax refund 168”

Description of other expenses Part I line 16

“Description AmountClassroom 12,258Special Areas 2,467Staff Hospitality 1,386Staff Appreciation 2,422Room Parents 3,520Special Projects 3,706Gift Fund 1,677Health Room 100Family Movie Night 1,150Teacher Professional Learning 1,682Principals Fund 5005th Grade 1,784DARE 1,750Beautification 404MPTO Expenses 2,040Insurance 958Media Center 4,543Curricium Carryover 369Book Nook 9,321Technology 41,238Adjustment 116”

Raw XML Appendix167 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/CityNm0Matthews
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IRS990EZ/GrossReceiptsAmt0157537
IRS990EZ/GrossSalesOfInventoryAmt038378
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01215
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048638
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt093391
IRS990EZ/OtherRevenueTotalAmt0168
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0enhance & support education experience
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchase of Smart Boards for thechool for teachers to use in classrooms to enhance the learning experience for the students and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Purchase of books for the media center fo use by all 1000 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Purchase of computers carts and cases to be utilized throughout the school to help our students become more technologically adept
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032553
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19321
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28363
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt047913
IRS990EZ/SpecialEventsNetIncomeLossAmt057499
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093391
IRS990EZ/TotalProgramServiceExpensesAmt050237
IRS990EZ/TotalRevenueAmt085468
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Parent Teach
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0http://mpto.weebly.com/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt086092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0127792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0146766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0133317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0120352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0114950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0643177
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01856
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04609
IRS990ScheduleA/OtherIncome509Grp/TotalAmt06465
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99120
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0729269
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0165521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0156058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0135067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131252
IRS990ScheduleA/Total509Grp/TotalAmt0729269
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0135861
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0735734
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Stingerfest
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0105412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0105412
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057499
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05020
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt039347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03546
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSales tax refund 168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountClassroom 12,258Special Areas 2,467Staff Hospitality 1,386Staff Appreciation 2,422Room Parents 3,520Special Projects 3,706Gift Fund 1,677Health Room 100Family Movie Night 1,150Teacher Professional Learning 1,682Principals Fund 5005th Grade 1,784DARE 1,750Beautification 404MPTO Expenses 2,040Insurance 958Media Center 4,543Curricium Carryover 369Book Nook 9,321Technology 41,238Adjustment 116
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Perry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042938436
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Matthews Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0561799375
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Mc Dowell St
ReturnHeader/Filer/USAddress/CityNm0Matthews
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.73.255.60
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTm014:07:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770690014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JKG Investments Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0608 Indian Trail Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indian Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028079
ReturnHeader/PreparerPersonGrp/PhoneNum07048210742
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02018-05-11T14:06:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,638
Liabilities
$0
Net assets
$48,638
Revenue
$85,468
Expenses
$93,391
Net income
-$7,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.30$0.46$0.16
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.43$0.27$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.52$0.56$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.05$0.98$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.57$0.50$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.97$1.00$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.27$1.34$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.85$0.93$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.89$0.79$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.81$0.64$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.68$0.81$0.13
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.76$0.95$0.19
2012Summary only. Only limited summary data is available for this year.$0.48$0.00$0.75$0.79$0.04