Civic Intelligence

W M Irvin Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 56-2155091

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization ProfileN/A
1400 Goldrush DrConcord, NC 28025

(704) 782-8864

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.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.00x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$12,034

Down $1,047 (-8.0%) from 2013

Net Assets

$12,034

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin84th percentile

Revenue

Up

$23,344

Up $28,219 (+579%) from 2013

Expenses

Up

$16,078

Up $2,058 (+15%) from 2013

Net Income

Up

$7,266

Up $26,161 (+138%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2011: $26,147Liabilities 2011: $02011Assets 2012: $17,195Liabilities 2012: $22012Assets 2013: $13,081Liabilities 2013: $02013Assets 2017: $12,034Liabilities 2017: $0Net Assets 2017: $12,0342017Assets 2018: $2,251Liabilities 2018: $02018

Highlighted filing

2017

Assets$12,034
Liabilities$0
Net Assets$12,034
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2011: $35,788Expenses 2011: $31,510Net Income 2011: $4,2782011Revenue 2012: $16,593Expenses 2012: $25,491Net Income 2012: -$8,8982012Revenue 2013: -$4,875Expenses 2013: $14,020Net Income 2013: -$18,8952013Revenue 2017: $23,344Expenses 2017: $16,078Net Income 2017: $7,2662017Revenue 2018: $32,446Expenses 2018: $42,227Net Income 2018: -$9,7812018

Highlighted filing

2017

Revenue$23,344
Expenses$16,078
Net Income$7,266
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$51,433
Mission and Program Overview

Mission

Support of Teachers, staff and students of our local elementary school

Program Services

DescriptionGrantsExpenses
0-$6,334
DONATION TO THE SCHOOL FOR SUPPLIES AND NEEDED ITEMS THAT BENEFITED ALL STUDENTS-$4,200
Teacher Appreciation and support for their hard work. This was open to all faculty at the school, more than 120 people.-$2,518
Purchase of equipment and items for both music and a screen projector to be used intermittantly by all students enrolled at the school-$1,519
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMY AUTENPresidentPT$0--
SAMANTHA YOXTHEIMERVice President-$0--
CANDACE WOODWARDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Factory$9,624$9,624$5,486$4,138
Fun Run$5,463$5,463$1,264$4,199
Total Events$50,435$50,435$28,089$22,346
Filing and Contact Details

Filer

Filer Name
W M Irvin Elementary PTO
EIN
56-2155091
Phone
7047828864
Address
1400 Goldrush Dr, Concord, NC 28025

Signing Officer

Name
Candace Woodward
Title
Treasurer
Phone
7047828864
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cummins Tax Service
Address
472 Woodend Dr, CONCORD, NC 28025-2739
Preparer
Yvette Cianci Ea
Phone
7047797111
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Bank adjustments for service charges 16.”

Form 990EZ, Part I, Line 16

“Office Supplies/ PTO Expenses 487.”

Form 990EZ, Part I, Line 16

“Travel and Transportation 54.”

Form 990EZ, Part I, Line 16

“Bank Fees and worthless checks 607.”

Form 990EZ, Part I, Line 16

“Delivery Fees 9.”

Form 990EZ, Part I, Line 16

“Scholarship/ Retirement gifts 350.”

Form 990EZ, Part I, Line 16

“Program expenses See Part III 14571.”

Form 990EZ, Part I, Line 20

“Rounding 2.”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CANDACE WOODWARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07047828864
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 Goldrush Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Concord
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04766
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012034
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0982
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07266
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04766
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012034
IRS990EZ/FundraisingGrossIncomeAmt050435
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt051433
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04766
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012034
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04766
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012034
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMMY AUTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMANTHA YOXTHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CANDACE WOODWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02
IRS990EZ/OtherExpensesTotalAmt016078
IRS990EZ/OtherRevenueTotalAmt016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of Teachers, staff and students of our local elementary school
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Appreciation and support for their hard work. This was open to all faculty at the school, more than 120 people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATION TO THE SCHOOL FOR SUPPLIES AND NEEDED ITEMS THAT BENEFITED ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Purchase of equipment and items for both music and a screen projector to be used intermittantly by all students enrolled at the school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02518
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21519
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36334
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028089
IRS990EZ/SpecialEventsNetIncomeLossAmt022346
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016078
IRS990EZ/TotalProgramServiceExpensesAmt014571
IRS990EZ/TotalRevenueAmt023344
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0982
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0982
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0982
IRS990ScheduleA/Total509Grp/TotalAmt0982
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0982
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028089
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Candy Factory
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt035348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050435
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022346
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021339
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028089
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05486
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank adjustments for service charges 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Supplies/ PTO Expenses 487.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel and Transportation 54.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees and worthless checks 607.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Delivery Fees 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarship/ Retirement gifts 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program expenses See Part III 14571.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rounding 2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CANDACE WOODWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047828864
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W M Irvin Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0WMIR
ReturnHeader/Filer/EIN0562155091
ReturnHeader/Filer/PhoneNum07047828864
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 Goldrush Dr
ReturnHeader/Filer/USAddress/CityNm0Concord
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0594BA6507A840B06BD3401CFECA778DA4559F3F7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0594BA6507A840B06BD3401CFECA778DA4559F3F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.92.23.13
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:07:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cummins Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0472 Woodend Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0280252739
ReturnHeader/PreparerPersonGrp/PhoneNum07047797111
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVETTE CIANCI EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-08T09:08:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,034
Liabilities
$0
Net assets
$12,034
Revenue
$23,344
Expenses
$16,078
Net income
$7,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$2.25$0.00$32.4$42.2$9.78
2017Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$23.3$16.1$7.27
2013Summary only. Only limited summary data is available for this year.$13.1$0.00$4.88$14.0$18.9
2012Summary only. Only limited summary data is available for this year.$17.2$0.00$16.6$25.5$8.90
2011Summary only. Only limited summary data is available for this year.$26.1$0.00$35.8$31.5$4.28