Civic Intelligence

Bogue Sound Elementary PTO

EIN 56-2213369 • 501(c)3 • Newport, NC

Profile

Support the needs of bogue sound elementary school

3323 Hwy 24Newport, NC 28570

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

39%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

130%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$30,330

Up $8,513 (+39%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$30,330

Up $8,513 (+39%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin81st percentile

Revenue

Up

$48,103

Up $27,163 (+130%) from 2022

Expenses

Up

$34,404

Up $18,650 (+118%) from 2022

Net Income

Up

$13,699

Up $8,513 (+164%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2022: $21,817Net Assets 2022: $21,8172022Assets 2023: $30,330Net Assets 2023: $30,3302023

Highlighted filing

2023

Assets$30,330
Liabilities-
Net Assets$30,330
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2022: $20,940Expenses 2022: $15,754Net Income 2022: $5,1862022Revenue 2023: $48,103Expenses 2023: $34,404Net Income 2023: $13,6992023

Highlighted filing

2023

Revenue$48,103
Expenses$34,404
Net Income$13,699
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$30,330
Liabilities
-
Net assets
$30,330
Revenue
$48,103
Expenses
$34,404
Net income
$13,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$30.3$30.3$48.1$34.4$13.7
2022Detailed filing. Detailed filing data is available for this year.$21.8$21.8$20.9$15.8$5.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Mar 7, 2024
Return Version
2022v5.0
Gross Receipts
$79,358
Mission and Program Overview

Mission

Support the needs of bogue sound elementary school

Program Services

DescriptionGrantsExpenses
STUDENT AND COMMUNITY SUPPORT PROGRAMS TO PROVIDE ASSISTANCE TO THE TEACHERS IN THE CLASSROOM-$33,049
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA P WILLIAMSPresident-$0--
STEPHANIE MARIE DIONIANComm-$0--
CASSANDRA CAYTONEvent Coordi-$0--
ADAM C HALSTEADTreasurer-$0--
BRITTANY ANN CIARAMELLAVice Preside-$0--
KRYSTIE DIEFENBACHCo-President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser Over$47,976$47,976$29,056$18,920
Total Events$47,976$47,976$29,056$18,920
Filing and Contact Details

Filer

Filer Name
Bogue Sound Elementary Pto
EIN
56-2213369
Phone
9193454697
Address
3323 HWY 24, NEWPORT, NC 28570

Signing Officer

Name
Adam C Halstead
Title
Treasurer
Phone
9193454697
Signed
2024-03-07

Preparer

Firm
Mka Accounting Services Inc
Address
113 SALEM TOWNE COURT, APEX, NC 27502
Preparer
Kymberly Mitro Ea
Phone
9193676388
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 1,030 student support fund 555 birthday club 208 art program 6,008 teacher support 8,406 dues and subscription 300 bank fees 25 school beautification 17,872 total 34,404”

Raw XML Appendix136 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/BooksInCareOfDetail/PhoneNum09193454697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0307 BROOK LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028570
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016631
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030330
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028997
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013699
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016631
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030330
IRS990EZ/FundraisingGrossIncomeAmt050361
IRS990EZ/GrossReceiptsAmt079358
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016631
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030330
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016631
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERESA P WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE MARIE DIONIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CASSANDRA CAYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADAM C HALSTEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRITTANY ANN CIARAMELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRYSTIE DIEFENBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EVENT COORDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034404
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE NEEDS OF BOGUE SOUND ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT AND COMMUNITY SUPPORT PROGRAMS TO PROVIDE ASSISTANCE TO THE TEACHERS IN THE CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033049
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031255
IRS990EZ/SpecialEventsNetIncomeLossAmt019106
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034404
IRS990EZ/TotalProgramServiceExpensesAmt033049
IRS990EZ/TotalRevenueAmt048103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050361
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt079358
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079358
IRS990ScheduleA/Total509Grp/TotalAmt079358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079358
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt079358
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029056
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER OVER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047976
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018920
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029056
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,030 STUDENT SUPPORT FUND 555 BIRTHDAY CLUB 208 ART PROGRAM 6,008 TEACHER SUPPORT 8,406 DUES AND SUBSCRIPTION 300 BANK FEES 25 SCHOOL BEAUTIFICATION 17,872 TOTAL 34,404
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM C HALSTEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09193454697
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOGUE SOUND ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BOGU
ReturnHeader/Filer/EIN0562213369
ReturnHeader/Filer/PhoneNum09193454697
ReturnHeader/Filer/USAddress/AddressLine1Txt03323 HWY 24
ReturnHeader/Filer/USAddress/CityNm0NEWPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028570
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272043648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MKA ACCOUNTING SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0113 SALEM TOWNE COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APEX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum09193676388
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYMBERLY MITRO EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-12T13:08:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALSTEAD
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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