Civic Intelligence

Sherrills Ford Elementary School Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 65-1262648

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 27, 2017

Organization Profilen/a
8103 Sherrills Ford RoadSherrills Ford, NC 28673

(704) 917-9209

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.06x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

0.57x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-252%

Higher net margin than 1% 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

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$36,081

Down $10,565 (-23%) from 2016

Net Assets

Down

$33,743

Down $10,397 (-24%) from 2016

Liabilities

Down

$2,338

Down $168 (-6.7%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$4,130

Down $33,337 (-89%) from 2016

Expenses

Down

$14,527

Down $5,408 (-27%) from 2016

Net Income

Down

-$10,397

Down $27,929 (-159%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2017

Assets$36,081
Liabilities$2,338
Net Assets$33,743
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$4,130
Expenses$14,527
Net Income-$10,397
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 27, 2017
Return Version
2016v3.0
Gross Receipts
$95,609
Mission and Program Overview

Mission

provide financial and educational support to Sherrills Ford elementary scholll

provide financial and educational support to Sherrill Ford elementary scholll

Program Services

DescriptionGrantsExpenses
Fund raising to provide Chromebooks to elementary school students-$43,465
Fund raising activities to support educational activities and events at school-$35,866
Fund raising activities for Professional Development and Enrichment programs-$12,148
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather RadlerPresidentPT$0--
Becky TroupVice PresidentPT$0--
Jennifer WeatherstoneTreaurerPT$0--
Stephenie WilsonSecretaryPT$0--
Tonya WatsonAsst TreasurerPT$0--
Liz StegerFundraisingPT$0--
Kresta PendicinoVolunteer CoordinatorPT$0--
Filing and Contact Details

Filer

Filer Name
Sherrills Ford Elementary PTO
EIN
65-1262648
Phone
7049179209
Address
8103 Sherrills Ford Road, Sherrills Ford, NC 28673

Signing Officer

Name
Jennifer Weatherstone
Title
9252017
Signed
2017-09-27
Discuss with paid preparer
Yes

Preparer

Firm
JR Barrentine & Associates Inc
Address
7098 Pebble Bay Drive, Denver, NC 28037
Preparer
Jerry R Barrentine EA
Phone
7045198364
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“printing 306”

Form 990-EZ, Part I, Line 16, Other Expenses

“tax preparation 250”

Form 990-EZ, Part I, Line 16, Other Expenses

“insurance 501”

Form 990-EZ, Part I, Line 16, Other Expenses

“bank fees 49”

Form 990-EZ, Part I, Line 16, Other Expenses

“miscellanious 172”

Form 990-EZ, Part I, Line 16, Other Expenses

“staff apreciation school moral 1,761”

Form 990-EZ, Part I, Line 16, Other Expenses

“school signs 1,223”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supples 2,599”

Form 990-EZ, Part I, Line 16, Other Expenses

“misc 2,402”

Form 990-EZ, Part I, Line 16, Other Expenses

“teacher reimbursement 4,629”

Form 990-EZ, Part I, Line 16, Other Expenses

“petty cash-office admin expenses 635”

Form 990-EZ, Part II, Line 26, Liabilities

“Funds held for others Beginning of year 2,506, End of year 2,338”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jennifer Weatherstone
IRS990EZ/BooksInCareOfDetail/PhoneNum07049179209
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04549 River Hill
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Denver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03836
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10397
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046646
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036081
IRS990EZ/FundraisingGrossIncomeAmt091773
IRS990EZ/GrossReceiptsAmt095609
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044140
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033743
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044140
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033743
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Radler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Becky Troup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Weatherstone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephenie Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tonya Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Liz Steger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kresta Pendicino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treaurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Volunteer coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014527
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provide financial and educational support to Sherrill Ford elementary scholll
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fund raising to provide Chromebooks to elementary school students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fund raising activities for Professional Development and Enrichment programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fund raising activities to support educational activities and events at school
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043465
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112148
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt235866
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt091479
IRS990EZ/SpecialEventsNetIncomeLossAmt0294
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02506
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02338
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt014527
IRS990EZ/TotalProgramServiceExpensesAmt091479
IRS990EZ/TotalRevenueAmt04130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013554
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0177289
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0190843
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095234
IRS990ScheduleA/Total509Grp/TotalAmt0190843
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095234
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0printing 306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1tax preparation 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2insurance 501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3bank fees 49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4miscellanious 172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5staff apreciation school moral 1,761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6school signs 1,223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supples 2,599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8misc 2,402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9teacher reimbursement 4,629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10petty cash-office admin expenses 635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Funds held for others Beginning of year 2,506, End of year 2,338
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Weatherstone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt09252017
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sherrills Ford Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0651262648
ReturnHeader/Filer/PhoneNum07049179209
ReturnHeader/Filer/USAddress/AddressLine1Txt08103 Sherrills Ford Road
ReturnHeader/Filer/USAddress/CityNm0Sherrills Ford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028673
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0309BEDC5BCC3E5C9D3D466AC70C9F9FB3D5AA4AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0309BEDC5BCC3E5C9D3D466AC70C9F9FB3D5AA4AF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.41.49.50
ReturnHeader/FilingSecurityInformation/IPDt02017-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:51:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JR Barrentine & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07098 Pebble Bay Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028037
ReturnHeader/PreparerPersonGrp/PhoneNum07045198364
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry R Barrentine EA
ReturnHeader/ReturnTs02017-09-27T01:51:28-00:00
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
$36,081
Liabilities
$2,338
Net assets
$33,743
Revenue
$4,130
Expenses
$14,527
Net income
-$10,397
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