Civic Intelligence

W a Bess Elementary School Parent Teachers Organization

990EZ • Fiscal year 2016 • EIN 58-1494838

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 24, 2016

Organization Profile
4340 Beaty RoadGastonia, NC 28056

(704) 866-6075

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$17,954

Down $22,875 (-56%) from 2015

Net Assets

$17,954

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin93rd percentile

Revenue

Down

$31,565

Down $8,646 (-22%) from 2015

Expenses

Down

$13,611

Down $14,438 (-51%) from 2015

Net Income

Up

$17,954

Up $5,792 (+48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60K$40K$20K$0Assets 2011: $16,124Liabilities 2011: $02011Assets 2012: $34,291Liabilities 2012: $02012Assets 2013: $29,258Liabilities 2013: $02013Assets 2014: $28,667Liabilities 2014: $02014Assets 2015: $40,829Liabilities 2015: $02015Assets 2016: $17,954Liabilities 2016: $0Net Assets 2016: $17,9542016Assets 2017: $54,476Liabilities 2017: $0Net Assets 2017: $54,4762017

Highlighted filing

2016

Assets$17,954
Liabilities$0
Net Assets$17,954
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $40,765Expenses 2011: $56,670Net Income 2011: -$15,9052011Revenue 2012: $48,986Expenses 2012: $30,819Net Income 2012: $18,1672012Revenue 2013: $37,623Expenses 2013: $42,656Net Income 2013: -$5,0332013Revenue 2014: $34,760Expenses 2014: $35,351Net Income 2014: -$5912014Revenue 2015: $40,211Expenses 2015: $28,049Net Income 2015: $12,1622015Revenue 2016: $31,565Expenses 2016: $13,611Net Income 2016: $17,9542016Revenue 2017: $54,729Expenses 2017: $51,877Net Income 2017: $2,8522017

Highlighted filing

2016

Revenue$31,565
Expenses$13,611
Net Income$17,954
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 24, 2016
Return Version
2015v2.1
Gross Receipts
$41,528
Mission and Program Overview

Mission

Pto to provide resources to the school

Program Services

DescriptionGrantsExpenses
PROVIDING RESOURCES AND FUNDS TO THE LOCAL SCHOOL--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA GRAYPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charleston W$13,662$13,662-$13,662
Walk a Thon$6,300$6,300-$6,300
Total Events$19,962$19,962-$19,962
Filing and Contact Details

Filer

Filer Name
Wa Bess Elementary School Pto
EIN
58-1494838
Address
4340 BEATY ROAD, Gastonia, NC 28056

Signing Officer

Name
Carla Gray
Title
President
Phone
7048666075
Signed
2016-09-24
Discuss with paid preparer
No

Preparer

Firm
Storeys Tax Service
Address
1002 CARMEL DRIVE, Gastonia, NC 28056
Preparer
Chris Storey
Phone
7048650210
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOTHER INCOME 5,060”

Description of other expenses Part I line 16

“Description AmountTOTAL MISC EXPENSES 13,611”

Raw XML Appendix125 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/PersonNm0TINA FESQUET
IRS990EZ/BooksInCareOfDetail/PhoneNum07048666075
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05116 PEBBLE STONE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gastonia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt09963
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017954
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017954
IRS990EZ/FundraisingGrossIncomeAmt028973
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-4140
IRS990EZ/GrossReceiptsAmt041528
IRS990EZ/GrossSalesOfInventoryAmt05823
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01672
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017954
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017954
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLA GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt013611
IRS990EZ/OtherRevenueTotalAmt05060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTO TO PROVIDE RESOURCES TO THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING RESOURCES AND FUNDS TO THE LOCAL SCHOOL
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt028973
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013611
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt031565
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01672
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01672
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01672
IRS990ScheduleA/Total509Grp/TotalAmt01672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01672
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHARLESTON W
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019962
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019962
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOTHER INCOME 5,060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTOTAL MISC EXPENSES 13,611
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07048666075
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WA BESS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WABE
ReturnHeader/Filer/EIN0581494838
ReturnHeader/Filer/USAddress/AddressLine1Txt04340 BEATY ROAD
ReturnHeader/Filer/USAddress/CityNm0Gastonia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300868173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOREYS TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01002 CARMEL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gastonia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028056
ReturnHeader/PreparerPersonGrp/PhoneNum07048650210
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS STOREY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-24T16:53:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,954
Liabilities
$0
Net assets
$17,954
Revenue
$31,565
Expenses
$13,611
Net income
$17,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$54.5$0.00$54.5$54.7$51.9$2.85
2016Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$31.6$13.6$18.0
2015Summary only. Only limited summary data is available for this year.$40.8$0.00$40.2$28.0$12.2
2014Summary only. Only limited summary data is available for this year.$28.7$0.00$34.8$35.4$0.59
2013Summary only. Only limited summary data is available for this year.$29.3$0.00$37.6$42.7$5.03
2012Summary only. Only limited summary data is available for this year.$34.3$0.00$49.0$30.8$18.2
2011Summary only. Only limited summary data is available for this year.$16.1$0.00$40.8$56.7$15.9