Civic Intelligence

Lake Norman Elementary School PTO

990EZ • Fiscal year 2024 • EIN 56-1986047

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 30, 2024

Organization ProfileWWW.LNE-PTO.COM
255 Oak Tree RoadMorresville, 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.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

20th percentile

-23%

Faster asset growth than 20% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-46%

Faster revenue growth than 8% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$95,611

Down $28,924 (-23%) from 2023

Net Assets

Down

$95,611

Down $28,924 (-23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin11th percentile

Revenue

Down

$71,433

Down $61,046 (-46%) from 2023

Expenses

Up

$100,357

Up $7,416 (+8.0%) from 2023

Net Income

Down

-$28,924

Down $68,462 (-173%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2024

Assets$95,611
Liabilities$0
Net Assets$95,611
Open 2024 Filing

Operations Trend

Revenue Growth8th 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

2024

Revenue$71,433
Expenses$100,357
Net Income-$28,924
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$130,610
Mission and Program Overview

Mission

Supports the elementary school.

To support the elementary school

Program Services

DescriptionGrantsExpenses
TO SUPPORT EDUCATIONAL PROGRAMS INCLUDING AUDIO VISUAL, MEDIA, CHILD THEATRE AND OTHER EDUCATIONAL PRESENTATIONS AND TECHNOLOGY. TO PROVICE HOSPITALITY PROGRAMS INCLUDING REGISTRATION AND OPEN HOUSES. TO SUPPORT STUDENT ACHIEVEMENT PROGRAMS.$0$95,147
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLIE KINGCo-President-$0--
JULIA GOODECo-President-$0--
NICHOLE TILLEYPrincipal-$0--
AMANDA LABARBARASecretary-$0--
ABBY RICHARDSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolphin Dash$40,358$40,358$6,812$33,546
Holiday House$27,432$27,432$11,120$16,312
Total Events$120,257$120,257$59,177$61,080
Filing and Contact Details

Filer

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

Signing Officer

Name
Abby Richardson
Title
Treasurer
Phone
7046628262
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Martin Starnes & Associates Cpas Pa
Address
730 13TH AVENUE DR SE, HICKORY, NC 28602-5196
Preparer
John B Whitley Ii Cpacfp
Phone
8283272727
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 122.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: sales tax refund. Amount: 3,116.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program expenses - pto expenses. Amount: 13,045. Description: program expenses - school events. Amount: 4,292. Description: program expenses - school improvements. Amount: 77,811. Description: supporting service expenses - management and general. Amount: 4,264. Total to form 990-ez, line 16: 99,412.”

Raw XML Appendix188 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/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLIE KING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICHOLE TILLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA LABARBARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ABBY RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt099412
IRS990EZ/OtherRevenueTotalAmt03116
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT EDUCATIONAL PROGRAMS INCLUDING AUDIO VISUAL, MEDIA, CHILD THEATRE AND OTHER EDUCATIONAL PRESENTATIONS AND TECHNOLOGY. TO PROVICE HOSPITALITY PROGRAMS INCLUDING REGISTRATION AND OPEN HOUSES. TO SUPPORT STUDENT ACHIEVEMENT PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt095147
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt059177
IRS990EZ/SpecialEventsNetIncomeLossAmt061080
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LNE-PTO.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0612917
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DOLPHIN DASH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY HOUSE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt052467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027432
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06812
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011120
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SALES TAX REFUND. AMOUNT: 3,116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PROGRAM EXPENSES - PTO EXPENSES. AMOUNT: 13,045. DESCRIPTION: PROGRAM EXPENSES - SCHOOL EVENTS. AMOUNT: 4,292. DESCRIPTION: PROGRAM EXPENSES - SCHOOL IMPROVEMENTS. AMOUNT: 77,811. DESCRIPTION: SUPPORTING SERVICE EXPENSES - MANAGEMENT AND GENERAL. AMOUNT: 4,264. TOTAL TO FORM 990-EZ, LINE 16: 99,412.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ABBY RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046628262
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
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/CityNm0MORRESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561761202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN STARNES & ASSOCIATES CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0730 13TH AVENUE DR SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286025196
ReturnHeader/PreparerPersonGrp/PhoneNum08283272727
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B WHITLEY II CPACFP
ReturnHeader/ReturnTs02024-11-05T08:14:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,611
Liabilities
$0
Net assets
$95,611
Revenue
$71,433
Expenses
$100,357
Net income
-$28,924
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