Civic Intelligence

Antioch Elementary School PTO

990EZ • Fiscal year 2022 • EIN 76-0759786

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 19, 2023

Organization Profilewww.antiochpto.org
3101 Antioch Elementary PTOMatthews, NC 28104

(773) 368-8718

Siviq Scores

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

Liabilities / Assets

91st percentile

0.06x

Higher debt load relative to assets than 91% of similar nonprofits.

2022 filings • NTEE B112 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.01x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • NTEE B112 • <$500k nonprofits • Source year 2022

Net Margin

53rd percentile

14%

Higher net margin than 53% of similar nonprofits.

2022 filings • NTEE B112 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE B112 • <$500k nonprofits • Source year 2022

Asset Growth

100th percentile

644%

Faster asset growth than 100% of similar nonprofits.

2022 filings • NTEE B112 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

51%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • NTEE B112 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$15,735

Up $13,619 (+644%) from 2021

Net Assets

Up

$14,845

Up $13,140 (+771%) from 2021

Liabilities

Up

$890

Up $479 (+117%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin53rd percentile

Revenue

Up

$91,884

Up $31,163 (+51%) from 2021

Expenses

Up

$78,744

Up $6,378 (+8.8%) from 2021

Net Income

Up

$13,140

Up $24,785 (+213%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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

2022

Assets$15,735
Liabilities$890
Net Assets$14,845
Open 2022 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$91,884
Expenses$78,744
Net Income$13,140
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 19, 2023
Return Version
2021v4.2
Gross Receipts
$91,884
Mission and Program Overview

Mission

Nonprofit organization for school benefi

Program Services

DescriptionGrantsExpenses
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-$47,398
Agendas, Special Areas Funding, Educational Supplies, School Improvements, Playground-$16,000
Technology & Equipment-$15,346
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer HealyTreasurerPT$0--
Kimberly ChurchPresidentPT$0--
Kristin RyanSecretaryPT$0--
Stephanie MearsVice PresidentPT$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
Jennifer Healy
Title
Treasurer
Phone
7048412505
Signed
2023-01-19
Discuss with paid preparer
No

Preparer

Firm
Desai & Desai LLP
Address
2423-B Plantation Center Drive, Matthews, NC 28105
Preparer
Anup Desai
Phone
7048450918
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCapital Campaign 8,611Bingo & Baskets 950Free Money/Field day 641Staff Appreciation Events 250Staff Appreciation week 4,380Staff Lunches 1,765Teacher/Staff birthdays 3445th Grade End of year activities 1,449Welcome committee 48Administrative 14,449Technology/Website 1,623Smart Boards 15,000Annual PTO funded items for AES 10,722Special are grants 346Classroom Resources & supplies 16,000Credit Card and Bank charges 2,166”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccount Credit 411 390Uncatogorized Liability 0 500”

Raw XML Appendix160 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/BooksInCareOfDetail/PhoneNum07733688718
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028104
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013140
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Healy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kimberly Church
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristin Ryan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephanie Mears
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt078744
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/ProgramServiceExpensesAmt047398
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115346
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt013220
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0411
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0890
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078744
IRS990EZ/TotalProgramServiceExpensesAmt078744
IRS990EZ/TotalRevenueAmt091884
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0School PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.antiochpto.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt053019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0306115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt029343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0109321
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0415436
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091214
IRS990ScheduleA/Total509Grp/TotalAmt0415436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091214
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0415436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCapital Campaign 8,611Bingo & Baskets 950Free Money/Field day 641Staff Appreciation Events 250Staff Appreciation week 4,380Staff Lunches 1,765Teacher/Staff birthdays 3445th Grade End of year activities 1,449Welcome committee 48Administrative 14,449Technology/Website 1,623Smart Boards 15,000Annual PTO funded items for AES 10,722Special are grants 346Classroom Resources & supplies 16,000Credit Card and Bank charges 2,166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAccount Credit 411 390Uncatogorized Liability 0 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Healy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07048412505
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-19
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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/PreparerFirmGrp/PreparerFirmEIN0010741472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Desai & Desai LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02423-B Plantation Center Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07048450918
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anup Desai
ReturnHeader/ReturnTs02023-01-19T14:19:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Healy
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,735
Liabilities
$890
Net assets
$14,845
Revenue
$91,884
Expenses
$78,744
Net income
$13,140
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