Civic Intelligence

Dudley Shoals Elementary School Parent-Teacher Organization

990EZ • Fiscal year 2018 • EIN 58-1678847

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 26, 2018

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.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

15%

Faster asset growth than 62% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

9.9%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$20,930

Up $2,726 (+15%) from 2017

Net Assets

Up

$20,930

Up $2,726 (+15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$24,313

Up $2,188 (+9.9%) from 2017

Expenses

Up

$21,587

Up $1,643 (+8.2%) from 2017

Net Income

Up

$2,726

Up $545 (+25%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$20,930
Liabilities$0
Net Assets$20,930

Operations Trend

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

2018

Revenue$24,313
Expenses$21,587
Net Income$2,726
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 26, 2018
Return Version
2017v2.2
Gross Receipts
$57,628
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
PURCHASED EQUIPMENT, INSTRUCTIONAL SUPPLIES, GRADE LEVEL ITEMS, SPECIAL STUDENT ACTIVITIES, D.A.R.E. PROGRAM-$20,581
STAFF APPRECIATION, TEACHER APPRECIATION, VOLUNTEER APPRECIATION-$212
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY BERNASPresident-$0--
GINA FOXVice President, Co-Treasurer-$0--
MICHELLE SETZERCo-Treasurer-$0--
SHANNON ANNASCo-Secretary-$0--
EMILY MANDEVILLECo-Secretary-$0--
CRYSTAL CHURCHStaff/Pto Liaison-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$26,215$26,215$12,259$13,956
Fall Festival$10,205$10,205$3,767$6,438
Total Events$47,526$47,526$28,449$19,077
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
Vice President, Co-treasurer
Phone
8283963457
Signed
2018-09-26
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 0.

Form 990EZ, Part I, Line 16

PROGRAM EXPENSES 20793.

Form 990EZ, Part I, Line 16

Miscellaneous expenses 14.

Form 990EZ, Part I, Line 16

BANK SERVICE CHARGES 53.

Form 990EZ, Part I, Line 16

Dues and subscriptions 25.

Raw XML Appendix186 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/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/BOYAmt018204
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01833
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02726
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018204
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020930
IRS990EZ/FundraisingGrossIncomeAmt055267
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0499
IRS990EZ/GrossReceiptsAmt057628
IRS990EZ/GrossSalesOfInventoryAmt0499
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018204
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018204
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020930
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACY BERNAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GINA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE SETZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON ANNAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILY MANDEVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CRYSTAL CHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT, CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5STAFF/PTO LIAISON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020885
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0702
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/ProgramServiceExpensesAmt020581
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1212
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033315
IRS990EZ/SpecialEventsNetIncomeLossAmt021952
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021587
IRS990EZ/TotalProgramServiceExpensesAmt020793
IRS990EZ/TotalRevenueAmt024313
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02087
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0499
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021952
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt022125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt031258
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt027813
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt023281
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0126429
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0129015
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023306
IRS990ScheduleA/Total509Grp/TotalAmt0129015
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0129015
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028449
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04690
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0784
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt04143
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047526
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019077
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02806
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018832
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012259
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 20793.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS EXPENSES 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGES 53.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES AND SUBSCRIPTIONS 25.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT, CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283963457
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
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/AtSubmissionCreationDeviceId058F7433ED1F20F215AAB2F5C09021BF32E1C3419
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId058F7433ED1F20F215AAB2F5C09021BF32E1C3419
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.191.170.234
ReturnHeader/FilingSecurityInformation/IPDt02019-01-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:45:35
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/PreparationDt02019-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J STACY COOKE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-28T08:45:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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