Civic Intelligence

Sherrills Ford Elementary School Parent Teacher Organization

990EZ • Fiscal year 2019 • EIN 65-1262648

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 09, 2019

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

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$67,455

Up $7,802 (+13%) from 2018

Net Assets

Up

$65,459

Up $6,826 (+12%) from 2018

Liabilities

Up

$1,996

Up $976 (+96%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin89th percentile

Revenue

Down

$16,389

Down $10,728 (-40%) from 2018

Expenses

Up

$9,563

Up $7,336 (+329%) from 2018

Net Income

Down

$6,826

Down $18,064 (-73%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2019

Assets$67,455
Liabilities$1,996
Net Assets$65,459
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$16,389
Expenses$9,563
Net Income$6,826
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 9, 2019
Return Version
2018v3.1
Gross Receipts
$124,046
Mission and Program Overview

Mission

provide financial and educational support to Sherrills Ford elementary scholll

Program Services

DescriptionGrantsExpenses
MAKE IT HAPPEN Fund raising for campus improvements and educational activities and program-$63,848
Various events to raise funds for educational activities and programs-$43,810
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather RadlerPresidentPT$0--
Becky TroupVice PresidentPT$0--
Tonya WatsonTreaurerPT$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
Tonya Watson
Title
Trasurer
Signed
2019-11-09
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

“tax preparation 275”

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

“insurance 501”

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

“unidentified reconciling diggerence 137”

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

“staff apreciation school moral 3,372”

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

“teacher reimbursements for class 3,593”

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

“weebley website 343”

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

“pto supplies and equipment 171”

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

“family and student events 1,171”

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

“Funds held for others Beginning of year 1,020, End of year 1,996”

Raw XML Appendix163 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/PersonNm0Tonya Watson
IRS990EZ/BooksInCareOfDetail/PhoneNum05135039739
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07833 Sail Pointe drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sherrills Ford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059653
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067455
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01785
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06826
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059653
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067455
IRS990EZ/FundraisingGrossIncomeAmt0122261
IRS990EZ/GrossReceiptsAmt0124046
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058633
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065459
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058633
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065459
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Radler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Becky Troup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tonya Watson
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/OtherExpensesTotalAmt09563
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provide financial and educational support to Sherrills Ford elementary scholll
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAKE IT HAPPEN Fund raising for campus improvements and educational activities and program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Various events to raise funds for educational activities and programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063848
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt143810
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0107657
IRS990EZ/SpecialEventsNetIncomeLossAmt014604
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01020
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01996
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt09563
IRS990EZ/TotalProgramServiceExpensesAmt0107658
IRS990EZ/TotalRevenueAmt016389
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018538
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0122261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0102211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt091773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt085516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0401761
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0420299
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0124046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095234
IRS990ScheduleA/Total509Grp/TotalAmt0420299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0124046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt095234
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0420299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0tax preparation 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1insurance 501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2unidentified reconciling diggerence 137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3staff apreciation school moral 3,372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4teacher reimbursements for class 3,593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5weebley website 343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6pto supplies and equipment 171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7family and student events 1,171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Funds held for others Beginning of year 1,020, End of year 1,996
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 II, Line 26, Liabilities
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tonya Watson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-09
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/IPDt02019-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm023:09:08
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/PreparationDt02019-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry R Barrentine EA
ReturnHeader/ReturnTs02019-11-09T06:09:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,455
Liabilities
$1,996
Net assets
$65,459
Revenue
$16,389
Expenses
$9,563
Net income
$6,826
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