Civic Intelligence

Sherrills Ford Elementary School Parent Teacher Organization

990EZ • Fiscal year 2018 • EIN 65-1262648

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

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

89th percentile

0.02x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.04x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

99th percentile

92%

Higher net margin than 99% 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

90th percentile

65%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

99th percentile

557%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$59,653

Up $23,572 (+65%) from 2017

Net Assets

Up

$58,633

Up $24,890 (+74%) from 2017

Liabilities

Down

$1,020

Down $1,318 (-56%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin99th percentile

Revenue

Up

$27,117

Up $22,987 (+557%) from 2017

Expenses

Down

$2,227

Down $12,300 (-85%) from 2017

Net Income

Up

$24,890

Up $35,287 (+339%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2018

Assets$59,653
Liabilities$1,020
Net Assets$58,633
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$27,117
Expenses$2,227
Net Income$24,890
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$108,592
Mission and Program Overview

Mission

provide financial and educational support to Sherrills Ford elementary scholll

Program Services

DescriptionGrantsExpenses
Various events to raise funds for educational activities and programs-$66,586
Fund raising to fund student on -line subsubsriptions and tectnology-$14,889
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather RadlerPresidentPT$0--
Becky TroupVice PresidentPT$0--
Jennifer WeatherstoneTreaurerPT$0--
Stephenie WilsonSecretaryPT$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
2018-11-13
Discuss with paid preparer
No

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 412”

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

“tax preparation 285”

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

“insurance 501”

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

“bank fees 205”

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

“Supples 524”

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

“weebley website 300”

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

“Funds held for others Beginning of year 2,338, End of year 1,020”

Raw XML Appendix155 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/BOYAmt036081
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059653
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03992
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024890
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036081
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059653
IRS990EZ/FundraisingGrossIncomeAmt0104600
IRS990EZ/GrossReceiptsAmt0108592
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033743
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058633
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033743
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058633
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3018.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Radler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Becky Troup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Weatherstone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephenie Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treaurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02227
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provide financial and educational support to Sherrills Ford elementary scholll
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fund raising to fund student on -line subsubsriptions and tectnology
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Various events to raise funds for educational activities and programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014889
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt166586
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt081475
IRS990EZ/SpecialEventsNetIncomeLossAmt023125
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02338
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01020
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt02227
IRS990EZ/TotalProgramServiceExpensesAmt081475
IRS990EZ/TotalRevenueAmt027117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016753
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0102211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt091773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt085516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0279500
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0296253
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095234
IRS990ScheduleA/Total509Grp/TotalAmt0296253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095234
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0296253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0printing 412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1tax preparation 285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2insurance 501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3bank fees 205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supples 524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5weebley website 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Funds held for others Beginning of year 2,338, End of year 1,020
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 II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Weatherstone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt09252017
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/AtSubmissionCreationDeviceId07CD39912E141B40F5CB5081EF24365DFE7BD47F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07CD39912E141B40F5CB5081EF24365DFE7BD47F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.41.49.50
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:57:53
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/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry R Barrentine EA
ReturnHeader/ReturnTs02018-11-13T10:58:17-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,653
Liabilities
$1,020
Net assets
$58,633
Revenue
$27,117
Expenses
$2,227
Net income
$24,890
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