Civic Intelligence

Dudley Shoals Elementary School Parent-Teacher Organization

990EZ • Fiscal year 2014 • EIN 58-1678847

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileWWW.DUDLEYSHOALSPTO.COM
1500 Dudley Shoals RdGranite Falls, NC 28630-8423

(828) 396-3457

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

0.00x

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

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-31%

Higher net margin than 9% of similar nonprofits.

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

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.

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-35%

Faster asset growth than 10% of similar nonprofits.

2014 filings • NTEE B94 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-19%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • NTEE B94 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$14,186

Down $7,592 (-35%) from 2013

Net Assets

Down

$14,186

Down $7,592 (-35%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin9th percentile

Revenue

Down

$24,254

Down $5,808 (-19%) from 2013

Expenses

Up

$31,846

Up $9,711 (+44%) from 2013

Net Income

Down

-$7,592

Down $15,519 (-196%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30K$20K$10K$0Assets 2012: $13,851Net Assets 2012: $13,8512012Assets 2013: $21,778Liabilities 2013: $0Net Assets 2013: $21,7782013Assets 2014: $14,186Liabilities 2014: $0Net Assets 2014: $14,1862014Assets 2015: $20,833Liabilities 2015: $0Net Assets 2015: $20,8332015Assets 2016: $16,023Liabilities 2016: $0Net Assets 2016: $16,0232016Assets 2017: $18,204Liabilities 2017: $0Net Assets 2017: $18,2042017Assets 2018: $20,930Liabilities 2018: $0Net Assets 2018: $20,9302018Assets 2020: $20,451Liabilities 2020: $0Net Assets 2020: $20,4512020

Highlighted filing

2014

Assets$14,186
Liabilities$0
Net Assets$14,186
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $15,318Expenses 2012: $20,652Net Income 2012: -$5,3342012Revenue 2013: $30,062Expenses 2013: $22,135Net Income 2013: $7,9272013Revenue 2014: $24,254Expenses 2014: $31,846Net Income 2014: -$7,5922014Revenue 2015: $28,312Expenses 2015: $21,665Net Income 2015: $6,6472015Revenue 2016: $23,837Expenses 2016: $28,647Net Income 2016: -$4,8102016Revenue 2017: $22,125Expenses 2017: $19,944Net Income 2017: $2,1812017Revenue 2018: $24,313Expenses 2018: $21,587Net Income 2018: $2,7262018Revenue 2020: $30,642Expenses 2020: $24,114Net Income 2020: $6,5282020

Highlighted filing

2014

Revenue$24,254
Expenses$31,846
Net Income-$7,592
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$57,562
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
PURCHASED EQUIPMENT, INSTRUCTIONAL SUPPLIES, GRADE LEVEL ITEMS, SPECIAL STUDENT ACTIVITIES, D.A.R.E. PROGRAM-$28,558
AWARDS, RECOGNITION AND ENRICHMENT-$1,631
STAFF APPRECIATION, TEACHER APPRECIATION, VOLUNTEER APPRECIATION-$1,358
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRYSTAL CHURCHCo-President-$0--
KARLA INGLECo-President-$0--
TRACIE RHONEYVice President-$0--
GINA FOXTreasurer-$0--
KAY ANN FITEVolunteer Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$21,425$21,425$12,627$8,798
Event 1$10,309$10,309$4,139$6,170
Total Events$31,734$31,734$16,766$14,968
Filing and Contact Details

Filer

EIN
58-1678847
Phone
8283963457

Signing Officer

Name
Gina Fox
Title
Treasurer
Phone
8283963457
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Renee D Sigmon CPA
Phone
8287540777
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“OTHER INCOME 948.”

Form 990EZ, Part I, Line 16

“Program expenses 31547. Pto expense 299.”

Raw XML Appendix160 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/PersonNm0GINA FOX
IRS990EZ/BooksInCareOfDetail/PhoneNum08283963457
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101500 DUDLEY SHOALS RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0GRANITE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0286308423
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021778
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014186
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IRS990EZ/ContributionsGiftsGrantsEtcAmt025
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-7592
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IRS990EZ/FundraisingGrossIncomeAmt056589
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt057562
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRYSTAL CHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARLA INGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACIE RHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GINA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAY ANN FITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VOLUNTEER COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031846
IRS990EZ/OtherRevenueTotalAmt0948
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASED EQUIPMENT, INSTRUCTIONAL SUPPLIES, GRADE LEVEL ITEMS, SPECIAL STUDENT ACTIVITIES, D.A.R.E. PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AWARDS, RECOGNITION AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF APPRECIATION, TEACHER APPRECIATION, VOLUNTEER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028558
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11631
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21358
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033308
IRS990EZ/SpecialEventsNetIncomeLossAmt023281
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031846
IRS990EZ/TotalProgramServiceExpensesAmt031547
IRS990EZ/TotalRevenueAmt024254
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.DUDLEYSHOALSPTO.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02500
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023281
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt019762
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt015318
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt018904
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt015144
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt092409
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt094909
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015144
IRS990ScheduleA/Total509Grp/TotalAmt094909
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt094909
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031734
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031734
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014968
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 948.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 31547. PTO EXPENSE 299.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283963457
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10DUDLEY SHOALS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0DUDL
ReturnHeader/Filer/EIN0581678847
ReturnHeader/Filer/PhoneNum08283963457
ReturnHeader/Filer/USAddress/AddressLine101500 DUDLEY SHOALS RD
ReturnHeader/Filer/USAddress/City0GRANITE FALLS
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0286308423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HUNTLEY SIGMON & ASSOCIATES CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 1406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lenoir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0286451406
ReturnHeader/PreparerPersonGrp/PhoneNum08287540777
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE D SIGMON CPA
ReturnHeader/ReturnTs02014-11-17T05:35:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,186
Liabilities
$0
Net assets
$14,186
Revenue
$24,254
Expenses
$31,846
Net income
-$7,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$30.6$24.1$6.53
2018Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$24.3$21.6$2.73
2017Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$22.1$19.9$2.18
2016Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$23.8$28.6$4.81
2015Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$28.3$21.7$6.65
2014Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$24.3$31.8$7.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.00$21.8$30.1$22.1$7.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$13.9$15.3$20.7$5.33