Civic Intelligence

Matthews Elementary School PTO

990EZ • Fiscal year 2022 • EIN 56-1799375

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization Profilempto.weebly.com
200 E McDowell StMatthews, NC 28105

(919) 632-5705

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.

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

Liabilities / Revenue

66th percentile

0.00x

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

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

Net Margin

48th percentile

6.4%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

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

Asset Growth

36th percentile

-5.4%

Faster asset growth than 36% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

59th percentile

36%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$40,133

Down $4,672 (-10%) from 2020

Net Assets

Down

$40,133

Down $4,672 (-10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin48th percentile

Revenue

Up

$104,765

Up $47,771 (+84%) from 2020

Expenses

Up

$98,022

Up $48,223 (+97%) from 2020

Net Income

Down

$6,743

Down $452 (-6.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2022

Assets$40,133
Liabilities$0
Net Assets$40,133
Open 2022 Filing

Operations Trend

Revenue Growth59th 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

2022

Revenue$104,765
Expenses$98,022
Net Income$6,743
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$104,765
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
Every 5th grader received a t-shirt at the end of the year specific to 5th grade. All students recieved a free Boosterthon t-shirt and popcycle after field day.-$6,562
Provided Lunch before Winter Break and Breakfast at the end of school year for all Teachers. Also provided full meals, snack Cart and Flowers for Teacher Appreciation Week-$4,946
Before kindergarten students started, kindergartens were invited to the school for an ice cream social. The PTO paid for a bus & driver for the Battle of the Books team competition-$2,306
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jill DraperTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$85,625$85,625-$85,625
Membership$10,742$10,742-$10,742
Total Events$102,026$102,026-$102,026
Filing and Contact Details

Filer

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

Signing Officer

Name
Jill Draper
Title
Treasurer
Phone
9196325705
Signed
2022-11-15
Discuss with paid preparer
No

Preparer

Firm
Katherine Tice CPA PLLC
Address
1122 Sam Newell Road Ste 105, Matthews, NC 28105
Preparer
Katherine Tice
Phone
7046359504
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountClassroom Supplies 24,654Special Teams and Health Room 1,830School Store Inventory 5,316Connect Team Counselors, Speech 4,945Yearbooks 6,036PTO Office Supplies and support 735Special Teams Supplies 2,156Book Nook 1,391Boosterthon 43,828Projects 7,131”

Raw XML Appendix143 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/BooksInCareOfDetail/PhoneNum09196325705
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 E McDowell St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040133
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt04834
IRS990EZ/GrossReceiptsAmt0104765
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010744
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033390
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040133
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033390
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040133
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jill Draper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt098022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided Lunch before Winter Break and Breakfast at the end of school year for all Teachers. Also provided full meals, snack Cart and Flowers for Teacher Appreciation Week
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Every 5th grader received a t-shirt at the end of the year specific to 5th grade. All students recieved a free Boosterthon t-shirt and popcycle after field day.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Before kindergarten students started, kindergartens were invited to the school for an ice cream social. The PTO paid for a bus & driver for the Battle of the Books team competition
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16562
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22306
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt085644
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098022
IRS990EZ/TotalProgramServiceExpensesAmt013814
IRS990EZ/TotalRevenueAmt0104765
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010742
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt043828
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt043828
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/OtherIncome509Grp/TotalAmt050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt054570
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054570
IRS990ScheduleA/Total509Grp/TotalAmt054570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054620
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Membership
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0102026
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0102026
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0102026
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountClassroom Supplies 24,654Special Teams and Health Room 1,830School Store Inventory 5,316Connect Team Counselors, Speech 4,945Yearbooks 6,036PTO Office Supplies and support 735Special Teams Supplies 2,156Book Nook 1,391Boosterthon 43,828Projects 7,131
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jill Draper
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09196325705
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Matthews Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0561799375
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 E McDowell St
ReturnHeader/Filer/USAddress/CityNm0Matthews
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463337728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Katherine Tice CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01122 Sam Newell Road Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07046359504
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02022-11-16T13:32:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jill
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Draper
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,133
Liabilities
$0
Net assets
$40,133
Revenue
$104,765
Expenses
$98,022
Net income
$6,743
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