Civic Intelligence

Antioch Elementary School PTO

990EZ • Fiscal year 2023 • EIN 76-0759786

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 26, 2023

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

(704) 841-2505

Siviq Scores

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

Liabilities / Assets

87th percentile

0.01x

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.00x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

23%

Higher net margin than 70% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Asset Growth

97th percentile

183%

Faster asset growth than 97% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

38%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$44,585

Up $28,850 (+183%) from 2022

Net Assets

Up

$44,201

Up $29,356 (+198%) from 2022

Liabilities

Down

$384

Down $506 (-57%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin70th percentile

Revenue

Up

$126,798

Up $34,914 (+38%) from 2022

Expenses

Up

$97,942

Up $19,198 (+24%) from 2022

Net Income

Up

$28,856

Up $15,716 (+120%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2023

Assets$44,585
Liabilities$384
Net Assets$44,201
Open 2023 Filing

Operations Trend

Revenue Growth70th 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

2023

Revenue$126,798
Expenses$97,942
Net Income$28,856
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 26, 2023
Return Version
2022v5.0
Gross Receipts
$126,798
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-$39,249
Agendas, Special Areas Funding, Educational Supplies, School Improvements, Playground-$37,006
Technology & Equipment-$21,687
Compensation and Service Providers
Top Officer Pay97th percentile

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
Jennifer Healy
Title
Treasurer
Phone
7048412505
Signed
2023-09-26
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 3,601Bingo & Baskets 1,921Free Money/Field day 398Staff Appreciation Events 8,630School Events 13,274Staff Lunches 3,924Teacher/Staff birthdays 3515th Grade End of year activities 5,616Welcome committee 297Classroom Supplies 7,000Administrative 4,578Technology/Website 18,550School Improvements 5,080Annual PTO funded items for AES 6Teacher Grants 12,716Teachers Resource PTE 12,000”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccount Credit 390 384”

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/USAddress/CityNm0Matthews
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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/OtherExpensesTotalAmt097942
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/ProgramServiceExpensesAmt039249
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121687
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt237006
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt014486
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0390
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0384
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097942
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IRS990EZ/TotalRevenueAmt0126798
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0School PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.antiochpto.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0112312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt078664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0365408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013220
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt085612
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0451020
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091884
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075615
IRS990ScheduleA/Total509Grp/TotalAmt0451020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126798
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075615
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCapital Campaign 3,601Bingo & Baskets 1,921Free Money/Field day 398Staff Appreciation Events 8,630School Events 13,274Staff Lunches 3,924Teacher/Staff birthdays 3515th Grade End of year activities 5,616Welcome committee 297Classroom Supplies 7,000Administrative 4,578Technology/Website 18,550School Improvements 5,080Annual PTO funded items for AES 6Teacher Grants 12,716Teachers Resource PTE 12,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAccount Credit 390 384
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Healy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
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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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07048450918
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anup Desai
ReturnHeader/ReturnTs02024-03-07T09:03:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Healy
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,585
Liabilities
$384
Net assets
$44,201
Revenue
$126,798
Expenses
$97,942
Net income
$28,856
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