Civic Intelligence

Lake Norman Elementary School PTO

990 • Fiscal year 2022 • EIN 56-1986047

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 16, 2023

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

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

134%

Faster asset growth than 95% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

39%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$84,997

Up $48,742 (+134%) from 2021

Net Assets

Up

$84,997

Up $48,742 (+134%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin87th percentile

Revenue

Up

$94,497

Up $26,514 (+39%) from 2021

Expenses

Down

$45,755

Down $6,797 (-13%) from 2021

Net Income

Up

$48,742

Up $33,311 (+216%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2022

Assets$84,997
Liabilities$0
Net Assets$84,997
Open 2022 Filing

Operations Trend

Revenue Growth36th 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

2022

Revenue$94,497
Expenses$45,755
Net Income$48,742
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 16, 2023
Return Version
2021v4.0
Gross Receipts
$133,148
Mission and Program Overview

Mission

Supports the elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,255$84,997▲ $48,742
Total Assets$36,255$84,997▲ $48,742
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,255$84,997▲ $48,742
Total Net Assets Fund Balance$36,255$84,997▲ $48,742
Total Liabilities and Net Assets / Fund Balance$36,255$84,997▲ $48,742

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
Julia GoodeFundraising
Nicole TilleyPrincipal
Emily AntinucciRoom Mom COO
Natasha NelSchool Store
Kellie KingSecretary
Jessica ClarkSpring Night
Elizabeth ZwahlenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,030
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$90,459
All Other Contributions
$4,030
Change in Net Assets
$48,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,755
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$13,996$690-$14,686
Other Expenses$5,338--$5,338
Fees for Services Accounting$728$182-$910
Insurance$399$100-$499
Office Expenses$336--$336
Total Functional Expenses$44,783$972$0$45,755
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$129,110
Fundraising Direct Expenses$38,651
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yearly Fundrais$129,110$129,110$38,651$90,459
Total Events$129,110$129,110$38,651$90,459
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
2023-02-16

Organization Details

Principal Officer
Jackie Morgan
Voting Board Members
8
Independent Board Members
8
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 4,952 0 0 books purchased 3,762 0 0 united way 3,748 0 0 field day event 1,000 0 0 supplies 467 0 0 bank charges 0 408 0 state filing fees 0 282 0 graduation 63 0 0 yahoo boohoo 4 0 0 total 13,996 690 0”

Raw XML Appendix328 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 4,952 0 0 BOOKS PURCHASED 3,762 0 0 UNITED WAY 3,748 0 0 FIELD DAY EVENT 1,000 0 0 SUPPLIES 467 0 0 BANK CHARGES 0 408 0 STATE FILING FEES 0 282 0 GRADUATION 63 0 0 YAHOO BOOHOO 4 0 0 TOTAL 13,996 690 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/TotalAssetsEOYAmt084997
IRS990/TotalAssetsGrp/BOYAmt036255
IRS990/TotalAssetsGrp/EOYAmt084997
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04030
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0972
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044783
IRS990/TotalFunctionalExpensesGrp/TotalAmt045755
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt084997
IRS990/TotalOtherProgSrvcExpenseAmt044783
IRS990/TotalProgramServiceExpensesAmt044783
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094497
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036255
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt084997
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.LNE-PTO.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ZWAHLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
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/PreparationDt02023-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W KELLY HILL
ReturnHeader/ReturnTs02023-02-23T16:34:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZWAHLEN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$84,997
Liabilities
$0
Net assets
$84,997
Revenue
$94,497
Expenses
$45,755
Net income
$48,742
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