Civic Intelligence

Lake Norman Elementary School PTO

990 • Fiscal year 2023 • EIN 56-1986047

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 17, 2024

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

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Net Margin

77th percentile

30%

Higher net margin than 77% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

47%

Faster asset growth than 82% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

40%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$124,535

Up $39,538 (+47%) from 2022

Net Assets

Up

$124,535

Up $39,538 (+47%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin77th percentile

Revenue

Up

$132,479

Up $37,982 (+40%) from 2022

Expenses

Up

$92,941

Up $47,186 (+103%) from 2022

Net Income

Down

$39,538

Down $9,204 (-19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$124,535
Liabilities$0
Net Assets$124,535
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$132,479
Expenses$92,941
Net Income$39,538
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 17, 2024
Return Version
2022v5.0
Gross Receipts
$179,276
Mission and Program Overview

Mission

Supports the elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$84,997$124,535▲ $39,538
Total Assets$84,997$124,535▲ $39,538
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$84,997$124,535▲ $39,538
Total Net Assets Fund Balance$84,997$124,535▲ $39,538
Total Liabilities and Net Assets / Fund Balance$84,997$124,535▲ $39,538

Asset Categories

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

Board Members and Trustees

NameTitle
Julia GoodeCo-president
Kellie KingCo-president
Nicole TilleyPrincipal
Amanda LabarberaSecretary
Abby RichardsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,391
Program Service Revenue
$0
Investment Income
$160
Other Revenue
$69,928
All Other Contributions
$62,391
Change in Net Assets
$39,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,941
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
Other Expenses$5,597--$5,597
All Other Expenses$3,198$291-$3,489
Office Expenses$1,323--$1,323
Fees for Services Accounting$744$186-$930
Insurance$428$107-$535
Total Functional Expenses$92,357$584$0$92,941
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$116,725
Fundraising Direct Expenses$46,797
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yearly Fundrais$116,725$116,725$46,797$69,928
Total Events$116,725$116,725$46,797$69,928
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
Abby Richardson
Title
Treasurer
Signed
2024-01-17

Organization Details

Principal Officer
Kellie King
Voting Board Members
4
Independent Board Members
4
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”

Raw XML Appendix301 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/ExplanationTxt1OPEN DISCUSSIONS WITH ANY QUESTIONS REGARDING THE PREPARATION OF THE RETURN AT A REGULARLY SCHEDULED BOARD MEETING.
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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/PreparationDt02024-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W KELLY HILL
ReturnHeader/ReturnTs02024-01-30T08:33:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZWAHLEN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$124,535
Liabilities
$0
Net assets
$124,535
Revenue
$132,479
Expenses
$92,941
Net income
$39,538
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