Civic Intelligence

Davidson Elementary School PTO

EIN 80-0615060 • 501(c)3 • Davidson, NC

Profile

Support students, teachers and administration at davidson elementary school

635 South StreetDavidson, NC 28036

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

86th percentile

45%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$151,166

Up $47,110 (+45%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin82nd percentile

Revenue

Up

$152,015

Up $38,915 (+34%) from 2023

Expenses

Up

$104,905

Up $37,548 (+56%) from 2023

Net Income

Up

$47,110

Up $1,367 (+3.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$200K$150K$100K$50K$0Assets 2011: $29,763Liabilities 2011: $0Net Assets 2011: $29,7632011Assets 2012: $42,718Liabilities 2012: $0Net Assets 2012: $42,7182012Assets 2013: $55,560Liabilities 2013: $0Net Assets 2013: $55,5602013Assets 2014: $86,487Liabilities 2014: $0Net Assets 2014: $86,4872014Assets 2015: $110,278Liabilities 2015: $0Net Assets 2015: $110,2782015Assets 2016: $89,308Liabilities 2016: $0Net Assets 2016: $89,3082016Assets 2017: $99,887Liabilities 2017: $02017Assets 2018: $97,638Net Assets 2018: $97,6382018Assets 2019: $69,455Liabilities 2019: $487Net Assets 2019: $68,9682019Assets 2020: $52,783Net Assets 2020: $52,7832020Assets 2021: $54,710Net Assets 2021: $54,7102021Assets 2022: $58,312Liabilities 2022: $02022Assets 2023: $104,056Net Assets 2023: $104,0562023Assets 2024: $151,166Liabilities 2024: $02024

Highlighted filing

2024

Assets$151,166
Liabilities$0
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$100K$0-$100KExpenses 2011: $171,6962011Revenue 2012: $197,127Expenses 2012: $184,172Net Income 2012: $12,9552012Revenue 2013: $132,880Expenses 2013: $120,038Net Income 2013: $12,8422013Revenue 2014: $135,949Expenses 2014: $105,022Net Income 2014: $30,9272014Revenue 2015: $127,936Expenses 2015: $104,145Net Income 2015: $23,7912015Revenue 2016: $110,918Expenses 2016: $131,888Net Income 2016: -$20,9702016Revenue 2017: $88,682Expenses 2017: $87,374Net Income 2017: $1,3082017Revenue 2018: $72,279Expenses 2018: $66,172Net Income 2018: $6,1072018Revenue 2019: $108,667Expenses 2019: $137,337Net Income 2019: -$28,6702019Revenue 2020: $89,948Expenses 2020: $106,134Net Income 2020: -$16,1862020Revenue 2021: $57,855Expenses 2021: $55,928Net Income 2021: $1,9272021Revenue 2022: $77,125Expenses 2022: $73,522Net Income 2022: $3,6032022Revenue 2023: $113,100Expenses 2023: $67,357Net Income 2023: $45,7432023Revenue 2024: $152,015Expenses 2024: $104,905Net Income 2024: $47,1102024

Highlighted filing

2024

Revenue$152,015
Expenses$104,905
Net Income$47,110
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$151,166
Liabilities
$0
Net assets
-
Revenue
$152,015
Expenses
$104,905
Net income
$47,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.51$0.00$1.52$1.05$0.47
2023Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.13$0.67$0.46
2022Summary only. Only limited summary data is available for this year.$0.58$0.00$0.77$0.74$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.58$0.56$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.53$0.90$1.06$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.09$1.37$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$0.72$0.66$0.06
2017Summary only. Only limited summary data is available for this year.$1.00$0.00$0.89$0.87$0.01
2016Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$1.11$1.32$0.21
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$1.28$1.04$0.24
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$1.36$1.05$0.31
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$1.33$1.20$0.13
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$1.97$1.84$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$1.72
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$124,809
Mission and Program Overview

Mission

Support students, teachers and administration at davidson elementary school

Program Services

DescriptionGrantsExpenses
SCHOOL AND CURRICULUM SUPPORT COMMUNITY BUILDING EVENTS-$57,183
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH HELFRICHPresident-$0--
AMY LAVEYVP Of Lower-$0--
ASHLEY AVIDANSecretary-$0--
ANDY PUCKETTVP Communica-$0--
SHANNON OGEENVP Fundraisi-$0--
ELLEN LONCZVP Marketing-$0--
ALISON GRAVESVP Outreach-$0--
JULIE CALARCOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundrais$57,142$57,142$11,709$45,433
Total Events$57,142$57,142$11,709$45,433
Filing and Contact Details

Filer

Filer Name
Davidson Elementary School Pto
EIN
80-0615060
Phone
7049962249
Address
635 SOUTH STREET, DAVIDSON, NC 28036

Signing Officer

Name
Julie Calarco
Title
Treasurer
Phone
7049962249
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Tinsley & Terry Cpas Pa
Address
18809 W CATAWBA AVE STE 201, CORNELIUS, NC 28031-5548
Preparer
Clare H Meyer CPA
Phone
7048957400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees/paypal/square/etc 4,428 business admin 2,840 other 2,531 community building events 24,319 curriculum support exp 3,745 teacher support 14,473 student support 14,646 total 66,982”

Form 990-ez, Part II, Line 24

“Scholastic dollars earned 4,802 4,802 total 4,802 4,802”

Raw XML Appendix156 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/PersonNm0JULIE CALARCO
IRS990EZ/BooksInCareOfDetail/PhoneNum07049962249
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0635 SOUTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAVIDSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt099254
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt067575
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt045743
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058313
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0104056
IRS990EZ/FundraisingGrossIncomeAmt057142
IRS990EZ/GrossReceiptsAmt0124809
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt092
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058313
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0104056
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058313
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104056
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH HELFRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY LAVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY AVIDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDY PUCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON OGEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELLEN LONCZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALISON GRAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE CALARCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF LOWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04802
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04802
IRS990EZ/OtherExpensesTotalAmt066982
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS, TEACHERS AND ADMINISTRATION AT DAVIDSON ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL AND CURRICULUM SUPPORT COMMUNITY BUILDING EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057183
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011709
IRS990EZ/SpecialEventsNetIncomeLossAmt045433
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067357
IRS990EZ/TotalProgramServiceExpensesAmt057183
IRS990EZ/TotalRevenueAmt0113100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0266762
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0294221
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0266762
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt070278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053107
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0266762
IRS990ScheduleA/TotalSupportAmt0266762
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011709
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057142
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045433
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011709
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES/PAYPAL/SQUARE/ETC 4,428 BUSINESS ADMIN 2,840 OTHER 2,531 COMMUNITY BUILDING EVENTS 24,319 CURRICULUM SUPPORT EXP 3,745 TEACHER SUPPORT 14,473 STUDENT SUPPORT 14,646 TOTAL 66,982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLASTIC DOLLARS EARNED 4,802 4,802 TOTAL 4,802 4,802
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE CALARCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049962249
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIDSON ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0800615060
ReturnHeader/Filer/PhoneNum07049962249
ReturnHeader/Filer/USAddress/AddressLine1Txt0635 SOUTH STREET
ReturnHeader/Filer/USAddress/CityNm0DAVIDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561763434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TINSLEY & TERRY CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018809 W CATAWBA AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORNELIUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0280315548
ReturnHeader/PreparerPersonGrp/PhoneNum07048957400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLARE H MEYER CPA
ReturnHeader/ReturnTs02023-11-20T12:21:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALARCO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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