Civic Intelligence

Providence High School Ptso Inc.

990EZ • Fiscal year 2018 • EIN 77-0713038

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

Organization Profilepages.cms.k12.nc.us/phsptso
1800 Pineville Matthews RdCharlotte, NC 28270

(980) 343-5930

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

34th percentile

-2.1%

Higher net margin than 34% 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

37th percentile

-3.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

65th percentile

7.2%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,828

Down $1,140 (-3.6%) from 2017

Net Assets

Down

$30,828

Down $1,140 (-3.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Up

$55,297

Up $3,708 (+7.2%) from 2017

Expenses

Down

$56,437

Down $18,848 (-25%) from 2017

Net Income

Up

-$1,140

Up $22,556 (+95%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$80K$60K$40K$20K$0Assets 2012: $28,123Liabilities 2012: $02012Assets 2013: $30,400Liabilities 2013: $02013Assets 2014: $60,636Liabilities 2014: $02014Assets 2015: $37,327Net Assets 2015: $37,3272015Assets 2016: $55,664Net Assets 2016: $55,6642016Assets 2017: $31,968Net Assets 2017: $31,9682017Assets 2018: $30,828Net Assets 2018: $30,8282018Assets 2019: $32,214Net Assets 2019: $32,2142019Assets 2020: $33,403Net Assets 2020: $33,4032020Assets 2021: $30,583Liabilities 2021: $02021Assets 2022: $42,150Liabilities 2022: $0Net Assets 2022: $42,1502022Assets 2023: $48,191Liabilities 2023: $0Net Assets 2023: $48,1912023Assets 2024: $65,857Liabilities 2024: $0Net Assets 2024: $65,8572024Assets 2025: $53,184Liabilities 2025: $0Net Assets 2025: $53,1842025

Highlighted filing

2018

Assets$30,828
Liabilities-
Net Assets$30,828
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $59,111Expenses 2012: $46,032Net Income 2012: $13,0792012Revenue 2013: $88,869Expenses 2013: $86,592Net Income 2013: $2,2772013Revenue 2014: $129,656Expenses 2014: $99,420Net Income 2014: $30,2362014Revenue 2015: $113,308Expenses 2015: $136,617Net Income 2015: -$23,3092015Revenue 2016: $101,634Expenses 2016: $83,297Net Income 2016: $18,3372016Revenue 2017: $51,589Expenses 2017: $75,285Net Income 2017: -$23,6962017Revenue 2018: $55,297Expenses 2018: $56,437Net Income 2018: -$1,1402018Revenue 2019: $57,386Expenses 2019: $56,000Net Income 2019: $1,3862019Revenue 2020: $55,930Expenses 2020: $54,741Net Income 2020: $1,1892020Revenue 2021: $85,308Expenses 2021: $88,128Net Income 2021: -$2,8202021Revenue 2022: $66,173Expenses 2022: $54,586Net Income 2022: $11,5872022Revenue 2023: $77,063Expenses 2023: $71,042Net Income 2023: $6,0212023Revenue 2024: $80,561Expenses 2024: $62,895Net Income 2024: $17,6662024Revenue 2025: $64,262Expenses 2025: $76,935Net Income 2025: -$12,6732025

Highlighted filing

2018

Revenue$55,297
Expenses$56,437
Net Income-$1,140
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 13, 2018
Return Version
2017v2.2
Gross Receipts
$55,297
Mission and Program Overview

Mission

Support the education of students of Providence High School

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR TECHNOLOGY PURCHASES, EDUCATIONAL SUPPORT, SCHOLARSHIPS, STUDENT, TEACHER AND STAFF APPRECIATION AND AWARDS-$55,481
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANA EMERICKPresidentPT$0--
JULIE KNAFELZPresident-Elect-$0--
STACEY ELLISVP Of Communications-$0--
MARGARET MUSATreasurer-$0--
DAWN WEBERSecretary-$0--
BETH COTTONAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Providence High School PTSO Inc
EIN
77-0713038
Phone
9803435930
Address
1800 Pineville Matthews Rd, Charlotte, NC 28270

Signing Officer

Name
Margaret Musa
Title
Treasurer
Phone
9803435930
Signed
2018-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Davies Goldstein & Associates CPA's PLLC
Address
PO Box 156, Matthews, NC 28106
Preparer
Jeffrey Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Directory 1070.”

Form 990EZ, Part I, Line 8

“Sales tax refunds 1043.”

Form 990EZ, Part I, Line 8

“Senior yard signs 1080.”

Form 990EZ, Part I, Line 16

“Program Services Expenses 55481.”

Raw XML Appendix162 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/PersonNm0MARGARET MUSA
IRS990EZ/BooksInCareOfDetail/PhoneNum09803435390
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01800 Pineville Matthews Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031968
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030828
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043082
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1140
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031968
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030828
IRS990EZ/FundraisingGrossIncomeAmt03642
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt055297
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05380
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031968
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031968
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030828
IRS990EZ/OccupancyRentUtltsAndMaintAmt0956
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANA EMERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE KNAFELZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACEY ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGARET MUSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAWN WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETH COTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Assistant Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055481
IRS990EZ/OtherRevenueTotalAmt03193
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the education of students of Providence High School
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING FOR TECHNOLOGY PURCHASES, EDUCATIONAL SUPPORT, SCHOLARSHIPS, STUDENT, TEACHER AND STAFF APPRECIATION AND AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055481
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt03642
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056437
IRS990EZ/TotalProgramServiceExpensesAmt055481
IRS990EZ/TotalRevenueAmt055297
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0pages.cms.k12.nc.us/phsptso
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Other income 2013: 4185. 2014: 6222. 2015: 3142. 2016: 4122. 2017: 3193.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt098492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0107086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0426979
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03193
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04122
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03142
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04185
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020864
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95340
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.96330
IRS990ScheduleA/PublicSupportTotal170Amt0426979
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt098492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0107086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125471
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0426979
IRS990ScheduleA/TotalSupportAmt0447843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directory 1070.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sales tax refunds 1043.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Senior yard signs 1080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Services Expenses 55481.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET MUSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435930
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Providence High School PTSO Inc
ReturnHeader/Filer/BusinessNameControlTxt0PROV
ReturnHeader/Filer/EIN0770713038
ReturnHeader/Filer/PhoneNum09803435930
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 Pineville Matthews Rd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028270
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId012BDDDECCD017451017EB92DAD2FA73CB67E5222
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EE18637D08F5311254A42021F7F05A27788FDAB1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.24.2
ReturnHeader/FilingSecurityInformation/IPDt02018-07-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:31:08
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davies Goldstein & Associates CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02018-07-25T09:31:13-07:00
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
$30,828
Liabilities
-
Net assets
$30,828
Revenue
$55,297
Expenses
$56,437
Net income
-$1,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.64$0.77$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.81$0.63$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.77$0.71$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.66$0.55$0.12
2021Summary only. Only limited summary data is available for this year.$0.31$0.00$0.85$0.88$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.56$0.55$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.57$0.56$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.55$0.56$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.52$0.75$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.02$0.83$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.13$1.37$0.23
2014Summary only. Only limited summary data is available for this year.$0.61$0.00$1.30$0.99$0.30
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.89$0.87$0.02
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.59$0.46$0.13