Civic Intelligence

Sherrills Ford Elementary School Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 65-1262648

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 19, 2016

Organization Profilewww.sherrillsfordpto.org
8103 Sherrills Ford RoadSherrills Ford, NC 28673

(704) 660-2098

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.05x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.07x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

47%

Higher net margin than 93% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

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.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

75%

Faster asset growth than 91% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$46,646

Up $20,038 (+75%) from 2015

Net Assets

$44,140

No earlier filing loaded for comparison.

Liabilities

Up

$2,506

Up $2,506 from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin93rd percentile

Revenue

Down

$37,467

Down $12,727 (-25%) from 2015

Expenses

Down

$19,935

Down $25,756 (-56%) from 2015

Net Income

Up

$17,532

Up $13,029 (+289%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$200K$150K$100K$50K$0Assets 2015: $26,608Liabilities 2015: $02015Assets 2016: $46,646Liabilities 2016: $2,506Net Assets 2016: $44,1402016Assets 2017: $36,081Liabilities 2017: $2,338Net Assets 2017: $33,7432017Assets 2018: $59,653Liabilities 2018: $1,020Net Assets 2018: $58,6332018Assets 2019: $67,455Liabilities 2019: $1,996Net Assets 2019: $65,4592019Assets 2022: $39,592Liabilities 2022: $0Net Assets 2022: $39,5922022Assets 2023: $128,281Liabilities 2023: $0Net Assets 2023: $128,2812023Assets 2024: $164,424Liabilities 2024: $0Net Assets 2024: $164,4242024Assets 2025: $74,683Liabilities 2025: $0Net Assets 2025: $74,6832025

Highlighted filing

2016

Assets$46,646
Liabilities$2,506
Net Assets$44,140
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $50,194Expenses 2015: $45,691Net Income 2015: $4,5032015Revenue 2016: $37,467Expenses 2016: $19,935Net Income 2016: $17,5322016Revenue 2017: $4,130Expenses 2017: $14,527Net Income 2017: -$10,3972017Revenue 2018: $27,117Expenses 2018: $2,227Net Income 2018: $24,8902018Revenue 2019: $16,389Expenses 2019: $9,563Net Income 2019: $6,8262019Revenue 2022: $142,023Expenses 2022: $147,998Net Income 2022: -$5,9752022Revenue 2023: $177,304Expenses 2023: $88,615Net Income 2023: $88,6892023Revenue 2024: $172,460Expenses 2024: $136,317Net Income 2024: $36,1432024Revenue 2025: $134,973Expenses 2025: $224,714Net Income 2025: -$89,7412025

Highlighted filing

2016

Revenue$37,467
Expenses$19,935
Net Income$17,532
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 19, 2016
Return Version
2015v2.1
Gross Receipts
$95,234
Mission and Program Overview

Mission

provide financial and educational support to Sherrills Ford elementary scholll

To provide finacncial and educational support to Sherrill's Ford Elementary School.

Program Services

DescriptionGrantsExpenses
RAISING FUNDS THROUGH COOKIE DOUGH SALES TO FINANCIALLY AID THE SCHOOL LIBRARY REMODEL.-$25,171
Raising funds to support educational and morale building events at the school. Examples include field day, book fairs, fall festival, holiday shopping and yearbook.-$24,177
RAISING FUNDS TO PROVIDE CHROMEBOOKS TO STUDENTS OF THE ELEMENTARY SCHOOL.-$8,419
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DINA HAUGSTATTERPresidentPT$0--
HEATHER RADLERVice PresidentPT$0--
JENNIFER WEATHERSTONETreasurerPT$0--
STEPHANIE BOGGSSecretaryPT$0--
LUKE WALLINGFundraisingPT$0--
BJ WRITEVolunteerPT$0--
STEPHANIE WOLFEPast PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Library Remodel Drive$36,890$36,890$25,171$11,719
Chromebook Drive$21,524$21,524$8,419$13,105
Total Events$85,516$85,516$57,767$27,749
Filing and Contact Details

Filer

Filer Name
Sherrills Ford Elementary PTO
EIN
65-1262648
Phone
7046602098
Address
8103 Sherrills Ford Road, Sherrills Ford, NC 28673

Signing Officer

Name
Jennifer Weatherstone
Title
Officer
Phone
7046602098
Signed
2016-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Deane & Dagit CPAs PLLC
Address
19810 W CATAWBA AVE F2, Cornelius, NC 28031
Preparer
Donald J Deane CPA
Phone
7049873460
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Agendas 4828.”

Form 990EZ, Part I, Line 16

“Taxes and Licenses 400.”

Form 990EZ, Part I, Line 16

“Insurance 501.”

Form 990EZ, Part I, Line 16

“Teacher Reimbursements 4630.”

Form 990EZ, Part I, Line 16

“Office Expense 1250.”

Form 990EZ, Part I, Line 16

“School Morale 1890.”

Form 990EZ, Part I, Line 16

“Events 4419.”

Form 990EZ, Part I, Line 16

“Staff Appreciation 1371.”

Form 990EZ, Part I, Line 16

“TA Fund 146.”

Form 990EZ, Part II, Line 26

“TA Fund 0. 2506.”

Raw XML Appendix176 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER WEATHERSTONE
IRS990EZ/BooksInCareOfDetail/PhoneNum07049179209
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08103 Sherrills Ford Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sherrills Ford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046646
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09718
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017532
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026608
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046646
IRS990EZ/FundraisingGrossIncomeAmt085516
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt095234
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026608
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044140
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt620.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DINA HAUGSTATTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER RADLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER WEATHERSTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE BOGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LUKE WALLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BJ WRITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHANIE WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Volunteer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019435
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide finacncial and educational support to Sherrill's Ford Elementary School.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISING FUNDS TO PROVIDE CHROMEBOOKS TO STUDENTS OF THE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISING FUNDS THROUGH COOKIE DOUGH SALES TO FINANCIALLY AID THE SCHOOL LIBRARY REMODEL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Raising funds to support educational and morale building events at the school. Examples include field day, book fairs, fall festival, holiday shopping and yearbook.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08419
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125171
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt224177
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt057767
IRS990EZ/SpecialEventsNetIncomeLossAmt027749
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02506
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019935
IRS990EZ/TotalProgramServiceExpensesAmt057767
IRS990EZ/TotalRevenueAmt037467
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.sherrillsfordpto.org/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09718
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt085516
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt095234
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095234
IRS990ScheduleA/Total509Grp/TotalAmt095234
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt095234
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057767
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Chromebook Drive
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Library Remodel Drive
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt036890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085516
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027749
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024177
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08419
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt025171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Agendas 4828.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Taxes and Licenses 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 501.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Reimbursements 4630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expense 1250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Morale 1890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Events 4419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Appreciation 1371.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TA Fund 146.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TA Fund 0. 2506.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER WEATHERSTONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046602098
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sherrills Ford Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0651262648
ReturnHeader/Filer/PhoneNum07046602098
ReturnHeader/Filer/USAddress/AddressLine1Txt08103 Sherrills Ford Road
ReturnHeader/Filer/USAddress/CityNm0Sherrills Ford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deane & Dagit CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019810 W CATAWBA AVE F2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cornelius
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028031
ReturnHeader/PreparerPersonGrp/PhoneNum07049873460
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD J DEANE CPA
ReturnHeader/ReturnTs02016-11-14T07:39:58-08:00
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
$46,646
Liabilities
$2,506
Net assets
$44,140
Revenue
$37,467
Expenses
$19,935
Net income
$17,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.35$2.25$0.90
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.72$1.36$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.77$0.89$0.89
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.42$1.48$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.16$0.10$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$0.27$0.02$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$0.04$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.44$0.37$0.20$0.18
2015Summary only. Only limited summary data is available for this year.$0.27$0.00$0.50$0.46$0.05