Civic Intelligence

Matthews Elementary School PTO

990EZ • Fiscal year 2023 • EIN 56-1799375

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 16, 2023

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

68th percentile

0.00x

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.00x

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-8.0%

Higher net margin than 26% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-51%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$36,019

Down $4,114 (-10%) from 2022

Net Assets

Down

$36,019

Down $4,114 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin26th percentile

Revenue

Down

$51,507

Down $53,258 (-51%) from 2022

Expenses

Down

$55,621

Down $42,401 (-43%) from 2022

Net Income

Down

-$4,114

Down $10,857 (-161%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2023

Assets$36,019
Liabilities$0
Net Assets$36,019
Open 2023 Filing

Operations Trend

Revenue Growth13th 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

2023

Revenue$51,507
Expenses$55,621
Net Income-$4,114
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$51,507
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
Purchases new literacy materials for each grade level specific to teacher request, Gave each teacher/staff member that has a classroom materials for the beginning of year.-$26,889
Gsve each student MES T shirt for boosterthon for Fun Run, Provided ice cream for all syudents after annual field day-$6,672
Provided snack cart, lunch, treats for teachers at beginning of the year, for teacher apppreciation week and at end of school year-$5,038
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon----
Membership----
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
2023-11-16
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 AmountClassroomSupplies,Parties,Periodial 14,127Special and Connect Team 2,685Staff Hospitality & Appreciation 5,038Special Projects 4,169Gift & Principal funds 1,716Health Roon 2705th Grade & Scholarship 3,592MPTO expenses 930Insurance 1,090Projects and Unallocated Reserve 22,004”

Raw XML Appendix140 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/PersonNm0Jill Draper
IRS990EZ/BooksInCareOfDetail/PhoneNum09196325705
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 E McDowell St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040133
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036019
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4114
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040133
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036019
IRS990EZ/FundraisingGrossIncomeAmt039684
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03047
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01256
IRS990EZ/GrossReceiptsAmt051507
IRS990EZ/GrossSalesOfInventoryAmt01256
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0589
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040133
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036019
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040133
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jill Draper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt055621
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchases new literacy materials for each grade level specific to teacher request, Gave each teacher/staff member that has a classroom materials for the beginning of year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided snack cart, lunch, treats for teachers at beginning of the year, for teacher apppreciation week and at end of school year
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Gsve each student MES T shirt for boosterthon for Fun Run, Provided ice cream for all syudents after annual field day
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026889
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15038
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26672
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03047
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt039684
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055621
IRS990EZ/TotalProgramServiceExpensesAmt038599
IRS990EZ/TotalRevenueAmt051507
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018410
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt043639
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt043828
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt087467
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/OtherIncome509Grp/TotalAmt050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0105877
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054570
IRS990ScheduleA/Total509Grp/TotalAmt0105877
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0105927
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Membership
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountClassroomSupplies,Parties,Periodial 14,127Special and Connect Team 2,685Staff Hospitality & Appreciation 5,038Special Projects 4,169Gift & Principal funds 1,716Health Roon 2705th Grade & Scholarship 3,592MPTO expenses 930Insurance 1,090Projects and Unallocated Reserve 22,004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jill Draper
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09196325705
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-16
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/PreparationDt02023-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Tice
ReturnHeader/ReturnTs02023-11-20T13:43:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jill
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Draper
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,019
Liabilities
$0
Net assets
$36,019
Revenue
$51,507
Expenses
$55,621
Net income
-$4,114
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