Civic Intelligence

Dudley Shoals Elementary School Parent-Teacher Organization

990EZ • Fiscal year 2015 • EIN 58-1678847

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

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

86th percentile

0.00x

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

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.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Asset Growth

84th percentile

47%

Faster asset growth than 84% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$20,833

Up $6,647 (+47%) from 2014

Net Assets

Up

$20,833

Up $6,647 (+47%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin76th percentile

Revenue

Up

$28,312

Up $4,058 (+17%) from 2014

Expenses

Down

$21,665

Down $10,181 (-32%) from 2014

Net Income

Up

$6,647

Up $14,239 (+188%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2015

Assets$20,833
Liabilities$0
Net Assets$20,833
Open 2015 Filing

Operations Trend

Revenue Growth72nd 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

2015

Revenue$28,312
Expenses$21,665
Net Income$6,647
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v6.0
Gross Receipts
$56,125
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
PURCHASED EQUIPMENT, INSTRUCTIONAL SUPPLIES, GRADE LEVEL ITEMS, SPECIAL STUDENT ACTIVITIES, D.A.R.E. PROGRAM-$15,520
STAFF APPRECIATION, TEACHER APPRECIATION, VOLUNTEER APPRECIATION-$4,305
AWARDS, RECOGNITION AND ENRICHMENT-$1,795
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARLA INGLEPresident-$0--
TRACIE RHONEYVice President-$0--
GINA FOXTreasurer-$0--
STACY BERNASSecretary-$0--
CRYSTAL CHURCHPto Advisor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival----
Fall Fundraiser----
Filing and Contact Details

Filer

Filer Name
Dudley Shoals Elementary School Pto
EIN
58-1678847
Phone
8283963457
Address
1500 DUDLEY SHOALS RD, GRANITE FALLS, NC 28630-8423

Signing Officer

Name
Gina Fox
Title
Treasurer
Phone
8283963457
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Huntley Sigmon & Associates CPA Pllc
Address
PO Box 1406, Lenoir, NC 28645-1406
Preparer
Renee D Sigmon CPA
Phone
8287540777
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“OTHER INCOME 4918.”

Form 990EZ, Part I, Line 16

“Program expenses 21620. Pto expense 45.”

Raw XML Appendix149 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/AddressLine1Txt01500 DUDLEY SHOALS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRANITE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0286308423
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014186
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020833
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0200
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06647
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt014186
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IRS990EZ/FundraisingGrossIncomeAmt051007
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt056125
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014186
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014186
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020833
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARLA INGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACIE RHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACY BERNAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CRYSTAL CHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PTO ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021665
IRS990EZ/OtherRevenueTotalAmt04918
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/ProgramServiceExpensesAmt015520
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11795
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24305
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027813
IRS990EZ/SpecialEventsNetIncomeLossAmt023194
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021665
IRS990EZ/TotalProgramServiceExpensesAmt021620
IRS990EZ/TotalRevenueAmt028312
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.DUDLEYSHOALSPTO.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02525
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt023281
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt019762
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015318
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018904
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt077265
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt079790
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021079
IRS990ScheduleA/Total509Grp/TotalAmt079790
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt079790
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 4918.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 21620. PTO EXPENSE 45.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283963457
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUDLEY SHOALS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0DUDL
ReturnHeader/Filer/EIN0581678847
ReturnHeader/Filer/PhoneNum08283963457
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 DUDLEY SHOALS RD
ReturnHeader/Filer/USAddress/CityNm0GRANITE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0286308423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNTLEY SIGMON & ASSOCIATES CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lenoir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286451406
ReturnHeader/PreparerPersonGrp/PhoneNum08287540777
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE D SIGMON CPA
ReturnHeader/ReturnTs02016-02-16T07:50:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,833
Liabilities
$0
Net assets
$20,833
Revenue
$28,312
Expenses
$21,665
Net income
$6,647
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