Civic Intelligence

Lake Norman Elementary School PTO

990 • Fiscal year 2021 • EIN 56-1986047

Jul 01, 2020 to Jun 30, 2021 • Filed on Jun 08, 2022

Organization ProfileWWW.LNE-PTO.COM
255 Oak Tree RoadMooresville, NC 28117

(704) 662-8262

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.00x

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

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

23%

Higher net margin than 74% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

96th percentile

74%

Faster asset growth than 96% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

-16%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$36,255

Up $15,431 (+74%) from 2020

Net Assets

Up

$36,255

Up $15,431 (+74%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin74th percentile

Revenue

Down

$67,983

Down $12,500 (-16%) from 2020

Expenses

Down

$52,552

Down $32,794 (-38%) from 2020

Net Income

Up

$15,431

Up $20,294 (+417%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$150K$100K$50K$0Assets 2011: $38,875Liabilities 2011: $0Net Assets 2011: $38,8752011Assets 2012: $44,959Liabilities 2012: $0Net Assets 2012: $44,9592012Assets 2013: $30,555Liabilities 2013: $0Net Assets 2013: $30,5552013Assets 2014: $42,592Liabilities 2014: $0Net Assets 2014: $42,5922014Assets 2015: $42,818Liabilities 2015: $0Net Assets 2015: $42,8182015Assets 2016: $30,378Liabilities 2016: $0Net Assets 2016: $30,3782016Assets 2017: $27,697Liabilities 2017: $0Net Assets 2017: $27,6972017Assets 2018: $35,289Liabilities 2018: $0Net Assets 2018: $35,2892018Assets 2019: $25,687Liabilities 2019: $0Net Assets 2019: $25,6872019Assets 2020: $20,824Liabilities 2020: $0Net Assets 2020: $20,8242020Assets 2021: $36,255Liabilities 2021: $0Net Assets 2021: $36,2552021Assets 2022: $84,997Liabilities 2022: $0Net Assets 2022: $84,9972022Assets 2023: $124,535Liabilities 2023: $0Net Assets 2023: $124,5352023Assets 2024: $95,611Liabilities 2024: $0Net Assets 2024: $95,6112024Assets 2025: $76,775Liabilities 2025: $0Net Assets 2025: $76,7752025

Highlighted filing

2021

Assets$36,255
Liabilities$0
Net Assets$36,255
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $94,166Expenses 2011: $112,170Net Income 2011: -$18,0042011Revenue 2012: $136,426Expenses 2012: $130,342Net Income 2012: $6,0842012Revenue 2013: $115,349Expenses 2013: $129,753Net Income 2013: -$14,4042013Revenue 2014: $106,638Expenses 2014: $94,601Net Income 2014: $12,0372014Revenue 2015: $96,818Expenses 2015: $96,592Net Income 2015: $2262015Revenue 2016: $95,436Expenses 2016: $107,876Net Income 2016: -$12,4402016Revenue 2017: $44,387Expenses 2017: $47,068Net Income 2017: -$2,6812017Revenue 2018: $66,625Expenses 2018: $59,019Net Income 2018: $7,6062018Revenue 2019: $72,666Expenses 2019: $82,268Net Income 2019: -$9,6022019Revenue 2020: $80,483Expenses 2020: $85,346Net Income 2020: -$4,8632020Revenue 2021: $67,983Expenses 2021: $52,552Net Income 2021: $15,4312021Revenue 2022: $94,497Expenses 2022: $45,755Net Income 2022: $48,7422022Revenue 2023: $132,479Expenses 2023: $92,941Net Income 2023: $39,5382023Revenue 2024: $71,433Expenses 2024: $100,357Net Income 2024: -$28,9242024Revenue 2025: $59,089Expenses 2025: $77,925Net Income 2025: -$18,8362025

Highlighted filing

2021

Revenue$67,983
Expenses$52,552
Net Income$15,431
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jun 8, 2022
Return Version
2020v4.0
Gross Receipts
$76,214
Mission and Program Overview

Mission

Supports the elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,399$36,255▲ $15,856
Accounts Receivable$425--
Total Assets$20,824$36,255▲ $15,431
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,824$36,255▲ $15,431
Total Net Assets Fund Balance$20,824$36,255▲ $15,431
Total Liabilities and Net Assets / Fund Balance$20,824$36,255▲ $15,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$202,100$202,100
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Jackie MorganCo-president
Tracy ReedCo-president
Stephanie BelkFundraising
Nicole TilleyPrincipal
Natasha NelSchool Store
Amy MonroeSecretary
Elizabeth ZwahlenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,521
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$51,450
All Other Contributions
$16,521
Change in Net Assets
$15,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,193
Professional Fundraising Fees$20,359
Total Fundraising Expense$20,359
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$20,359$20,359
All Other Expenses$4,768$695-$5,463
Other Expenses$2,705--$2,705
Fees for Services Accounting$1,323$331-$1,654
Office Expenses$1,031--$1,031
Advertising$15--$15
Total Functional Expenses$31,167$1,026$20,359$52,552
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,681
Professional Fundraising Fees$20,359
Fundraising Direct Expenses$8,231

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yearly Fundrais$59,681$59,681$8,231$51,450
Total Events$59,681$59,681$8,231$51,450
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Open discussions with any questions regarding the preparation of the return at a regularly scheduled board meeting.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lake Norman Elementary Pto
EIN
56-1986047
Phone
7046628262
Address
255 OAK TREE ROAD, MOORESVILLE, NC 28117

Signing Officer

Name
Elizabeth Zwahlen
Title
Treasurer
Signed
2022-06-08

Organization Details

Principal Officer
Jackie Morgan
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Ladd Mccall & Associates Cpas Pa
Address
PO BOX 3185 - 532 WILLIAMSON ROAD, MOORESVILLE, NC 28117
Preparer
W Kelly Hill
Phone
7046647201
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Teacher classroom needs other achievements and program services”

Form 990, Part IX, Line 24E

“Technology expense 2,642 0 0 field day event 1,073 0 0 graduation 701 0 0 bank charges 0 542 0 books purchased 352 0 0 state filing fees 0 153 0 total 4,768 695 0”

Raw XML Appendix318 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER CLASSROOM NEEDS OTHER ACHIEVEMENTS AND PROGRAM SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPEN DISCUSSIONS WITH ANY QUESTIONS REGARDING THE PREPARATION OF THE RETURN AT A REGULARLY SCHEDULED BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TECHNOLOGY EXPENSE 2,642 0 0 FIELD DAY EVENT 1,073 0 0 GRADUATION 701 0 0 BANK CHARGES 0 542 0 BOOKS PURCHASED 352 0 0 STATE FILING FEES 0 153 0 TOTAL 4,768 695 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990/TotalOtherProgSrvcExpenseAmt031167
IRS990/TotalProgramServiceExpensesAmt031167
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067983
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036255
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.LNE-PTO.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ZWAHLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE NORMAN ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0561986047
ReturnHeader/Filer/PhoneNum07046628262
ReturnHeader/Filer/USAddress/AddressLine1Txt0255 OAK TREE ROAD
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562226954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LADD MCCALL & ASSOCIATES CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3185 - 532 WILLIAMSON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOORESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028117
ReturnHeader/PreparerPersonGrp/PhoneNum07046647201
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W KELLY HILL
ReturnHeader/ReturnTs02022-06-15T10:33:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABTHE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZWAHLEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,255
Liabilities
$0
Net assets
$36,255
Revenue
$67,983
Expenses
$52,552
Net income
$15,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.59$0.78$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.71$1.00$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.32$0.93$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.94$0.46$0.49
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.68$0.53$0.15
2020Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.80$0.85$0.05
2019Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.73$0.82$0.10
2018Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$0.67$0.59$0.08
2017Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.44$0.47$0.03
2016Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.95$1.08$0.12
2015Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.97$0.97$0.00
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$1.07$0.95$0.12
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$1.15$1.30$0.14
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$1.36$1.30$0.06
2011Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.94$1.12$0.18