Civic Intelligence

Antioch Elementary School PTO

EIN 76-0759786 • 501(c)3 • Matthews, NC

Profile

Nonprofit organization for school benefi

3101 Antioch Elementary PTOMatthews, NC 28104

www.antiochpto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-32%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$30,186

Down $14,399 (-32%) from 2023

Liabilities

Up

$850

Up $466 (+121%) from 2023

Net Assets

Down

$29,336

Down $14,865 (-34%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin30th percentile

Revenue

Up

$142,390

Up $15,592 (+12%) from 2023

Expenses

Up

$157,255

Up $59,313 (+61%) from 2023

Net Income

Down

-$14,865

Down $43,721 (-152%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2012: $49,288Liabilities 2012: $02012Assets 2013: $51,953Liabilities 2013: $02013Assets 2014: $55,473Liabilities 2014: $02014Assets 2015: $62,729Liabilities 2015: $02015Assets 2016: $81,756Liabilities 2016: $02016Assets 2017: $71,619Liabilities 2017: $02017Assets 2018: $47,172Liabilities 2018: $0Net Assets 2018: $47,1722018Assets 2019: $28,986Liabilities 2019: $50Net Assets 2019: $28,9362019Assets 2020: $13,766Liabilities 2020: $416Net Assets 2020: $13,3502020Assets 2021: $2,116Liabilities 2021: $411Net Assets 2021: $1,7052021Assets 2022: $15,735Liabilities 2022: $890Net Assets 2022: $14,8452022Assets 2023: $44,585Liabilities 2023: $384Net Assets 2023: $44,2012023Assets 2024: $30,186Liabilities 2024: $850Net Assets 2024: $29,3362024

Highlighted filing

2024

Assets$30,186
Liabilities$850
Net Assets$29,336
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $86,019Expenses 2012: $89,047Net Income 2012: -$3,0282012Revenue 2013: $78,692Expenses 2013: $76,027Net Income 2013: $2,6652013Revenue 2014: $73,275Expenses 2014: $69,755Net Income 2014: $3,5202014Revenue 2015: $75,837Expenses 2015: $68,581Net Income 2015: $7,2562015Revenue 2016: $78,710Expenses 2016: $0Net Income 2016: $78,7102016Revenue 2017: $66,172Expenses 2017: $76,312Net Income 2017: -$10,1402017Revenue 2018: $75,222Expenses 2018: $99,317Net Income 2018: -$24,0952018Revenue 2019: $75,615Expenses 2019: $93,830Net Income 2019: -$18,2152019Revenue 2020: $96,002Expenses 2020: $111,638Net Income 2020: -$15,6362020Revenue 2021: $60,721Expenses 2021: $72,366Net Income 2021: -$11,6452021Revenue 2022: $91,884Expenses 2022: $78,744Net Income 2022: $13,1402022Revenue 2023: $126,798Expenses 2023: $97,942Net Income 2023: $28,8562023Revenue 2024: $142,390Expenses 2024: $157,255Net Income 2024: -$14,8652024

Highlighted filing

2024

Revenue$142,390
Expenses$157,255
Net Income-$14,865
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,186
Liabilities
$850
Net assets
$29,336
Revenue
$142,390
Expenses
$157,255
Net income
-$14,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$1.42$1.57$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.44$1.27$0.98$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.01$0.15$0.92$0.79$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.61$0.72$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.13$0.96$1.12$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.76$0.94$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.75$0.99$0.24
2017Summary only. Only limited summary data is available for this year.$0.72$0.00$0.66$0.76$0.10
2016Summary only. Only limited summary data is available for this year.$0.82$0.00$0.79$0.00$0.79
2015Summary only. Only limited summary data is available for this year.$0.63$0.00$0.76$0.69$0.07
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.73$0.70$0.04
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.79$0.76$0.03
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.86$0.89$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 27, 2024
Return Version
2023v5.1
Gross Receipts
$142,390
Mission and Program Overview

Mission

Nonprofit organization for school benefi

Program Services

DescriptionGrantsExpenses
Agendas, Special Areas Funding, Educational Supplies, School Improvements, Playground-$79,607
Student advocacy activities (5th Grade End of Year Activities, Community Outreach, Emergency Cards, Festival, Field Day, Free Family Fun Nights, GOTR, Grounds and Beautification, M-$62,126
Technology & Equipment-$15,522
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer HealyTreasurerPT$0--
Crystal KarlicPresidentPT$0--
Kelsey GerberVice PresidentPT$0--
Kristin RyanSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Antioch Elementary School PTO
EIN
76-0759786
Address
3101 Antioch Elementary PTO, Matthews, NC 28104

Signing Officer

Name
Jeenifer Healy
Title
Treasurer
Phone
7048412505
Signed
2024-08-27
Discuss with paid preparer
No

Preparer

Firm
Desai & Desai LLP
Address
2423 Plantation Center Drive Suite, Matthews, NC 28105
Preparer
Anup Desai
Phone
7043053437
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCapital Campaign 8,078Bingo & Baskets 2,206Field Day 456Staff Appreciation Events 11,409School Events 16,661Assemblies 1,800Teacher/Staff birthdays 5255th Grade End of year activities 6,996Welcome committee 636Classroom Supplies 29,430Administrative 2,981Technology/Website 15,522School Improvements 45,529Teacher Grants 15,026”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccount Credit 384 850”

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 Healy
IRS990EZ/BooksInCareOfDetail/PhoneNum07048412505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03101 Antioch Elementary PTO
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044585
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030186
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0125831
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14865
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044585
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030186
IRS990EZ/FundraisingGrossIncomeAmt01920
IRS990EZ/GamingGrossIncomeAmt014639
IRS990EZ/GrossReceiptsAmt0142390
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044201
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029336
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044201
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029336
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Healy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Crystal Karlic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelsey Gerber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristin Ryan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0157255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Nonprofit organization for school benefi
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student advocacy activities (5th Grade End of Year Activities, Community Outreach, Emergency Cards, Festival, Field Day, Free Family Fun Nights, GOTR, Grounds and Beautification, M
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Technology & Equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Agendas, Special Areas Funding, Educational Supplies, School Improvements, Playground
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062126
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115522
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt279607
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt016559
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0384
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0850
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0157255
IRS990EZ/TotalProgramServiceExpensesAmt0157255
IRS990EZ/TotalRevenueAmt0142390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0School PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.antiochpto.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0125841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0112312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0434371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt083434
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0517805
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0142400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0126798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096002
IRS990ScheduleA/Total509Grp/TotalAmt0517805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0142400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0126798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt091884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096002
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0517805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCapital Campaign 8,078Bingo & Baskets 2,206Field Day 456Staff Appreciation Events 11,409School Events 16,661Assemblies 1,800Teacher/Staff birthdays 5255th Grade End of year activities 6,996Welcome committee 636Classroom Supplies 29,430Administrative 2,981Technology/Website 15,522School Improvements 45,529Teacher Grants 15,026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAccount Credit 384 850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeenifer Healy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07048412505
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Antioch Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0ANTI
ReturnHeader/Filer/EIN0760759786
ReturnHeader/Filer/USAddress/AddressLine1Txt03101 Antioch Elementary PTO
ReturnHeader/Filer/USAddress/CityNm0Matthews
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010741472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Desai & Desai LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02423 Plantation Center Drive Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07043053437
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anup Desai
ReturnHeader/ReturnTs02024-11-07T11:53:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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