Civic Intelligence

Dudley Shoals Elementary School Parent-Teacher Organization

990EZ • Fiscal year 2017 • EIN 58-1678847

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 28, 2017

Organization ProfileN/A
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

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

60th percentile

9.9%

Higher net margin than 60% 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

61st percentile

14%

Faster asset growth than 61% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-7.2%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$18,204

Up $2,181 (+14%) from 2016

Net Assets

Up

$18,204

Up $2,181 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin60th percentile

Revenue

Down

$22,125

Down $1,712 (-7.2%) from 2016

Expenses

Down

$19,944

Down $8,703 (-30%) from 2016

Net Income

Up

$2,181

Up $6,991 (+145%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2017

Assets$18,204
Liabilities$0
Net Assets$18,204
Open 2017 Filing

Operations Trend

Revenue Growth35th 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

2017

Revenue$22,125
Expenses$19,944
Net Income$2,181
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 28, 2017
Return Version
2016v3.0
Gross Receipts
$28,748
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
PURCHASED EQUIPMENT, INSTRUCTIONAL SUPPLIES, GRADE LEVEL ITEMS, SPECIAL STUDENT ACTIVITIES, D.A.R.E. PROGRAM-$19,463
STAFF APPRECIATION, TEACHER APPRECIATION, VOLUNTEER APPRECIATION-$181
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY BERNASPresident-$0--
JILL KIRBYVice President-$0--
GINA FOXTreasurer-$0--
LYNN PENNELLSecretary-$0--
CRYSTAL CHURCHPto Advisor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$9,500$9,500$75$9,425
Fall Festival$8,443$8,443$1,724$6,719
Total Events$23,841$23,841$5,674$18,167
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
2017-08-28
Discuss with paid preparer
Yes

Preparer

Firm
J Stacy Cooke CPA Pllc
Address
147 NORTH MAIN STREET, GRANITE FALLS, NC 28630
Preparer
J Stacy Cooke CPA
Phone
8283962315
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Miscellaneous income 2095.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 19463.”

Form 990EZ, Part I, Line 16

“Miscellaneous expenses 181.”

Raw XML Appendix174 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/BOYAmt016023
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018204
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt0949
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02181
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016023
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018204
IRS990EZ/FundraisingGrossIncomeAmt024593
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01111
IRS990EZ/GrossReceiptsAmt028748
IRS990EZ/GrossSalesOfInventoryAmt02060
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016023
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018204
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016023
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018204
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/PersonNm0STACY BERNAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL KIRBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNN PENNELL
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/OtherExpensesTotalAmt019644
IRS990EZ/OtherRevenueTotalAmt02095
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/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION, TEACHER APPRECIATION, VOLUNTEER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019463
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1181
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05674
IRS990EZ/SpecialEventsNetIncomeLossAmt018919
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019944
IRS990EZ/TotalProgramServiceExpensesAmt019644
IRS990EZ/TotalRevenueAmt022125
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0525
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt022125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt031258
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt027813
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt023281
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt019762
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0124239
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0124764
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020062
IRS990ScheduleA/Total509Grp/TotalAmt0124764
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0124764
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05674
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0263
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt03612
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023841
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018167
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01799
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt075
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 2095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 19463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS EXPENSES 181.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283963457
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-28
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02C72D7E77DA1D9CCC7460539589B31D46E4D902F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId058F7433ED1F20F215AAB2F5C09021BF32E1C3419
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.191.170.146
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:06:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J STACY COOKE CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0147 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANITE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028630
ReturnHeader/PreparerPersonGrp/PhoneNum08283962315
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J STACY COOKE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-01T12:06:24-07:00
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
$18,204
Liabilities
$0
Net assets
$18,204
Revenue
$22,125
Expenses
$19,944
Net income
$2,181
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