Civic Intelligence

Davidson Elementary School Parent Teacher Organization

990EZ • Fiscal year 2019 • EIN 80-0615060

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 13, 2020

Organization ProfileN/A
635 South StreetDavidson, NC 28036

(704) 996-2249

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.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.00x

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

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Net Margin

10th percentile

-26%

Higher net margin than 10% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-29%

Faster asset growth than 12% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

50%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$69,455

Down $28,183 (-29%) from 2018

Net Assets

Down

$68,968

Down $28,670 (-29%) from 2018

Liabilities

$487

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin10th percentile

Revenue

Up

$108,667

Up $36,388 (+50%) from 2018

Expenses

Up

$137,337

Up $71,165 (+108%) from 2018

Net Income

Down

-$28,670

Down $34,777 (-569%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$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

2019

Assets$69,455
Liabilities$487
Net Assets$68,968
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

2019

Revenue$108,667
Expenses$137,337
Net Income-$28,670
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 13, 2020
Return Version
2018v3.2
Gross Receipts
$127,861
Mission and Program Overview

Mission

Support students, teachers and administration at davidson elementary school

Program Services

DescriptionGrantsExpenses
SCHOOL AND CURRICULUM SUPPORT COMMUNITY BUILDING EVENTS-$135,284
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA WALSHPresidentPT$0--
JAIME BRUDEREKVP PresidentPT$0--
MELISSA COOLERVP CommunicaPT$0--
KAREN MANNVP Fund RaisPT$0--
HOLLY RIDGEWAYVP School SpPT$0--
REBECCA KRYSHTALOWYCHSecretaryPT$0--
TARA HARTMAN-GUDTreasurerPT$0--
JULIE CALARCOAssistant TrPT$0--
KATHERINE DEBREEVP CommunityPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundrais$74,676$74,676$19,194$55,482
Total Events$74,676$74,676$19,194$55,482
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
Samantha Walsh
Title
President
Phone
7049962249
Signed
2020-03-13
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 33 quickbooks 364 online communications expense 99 insurance for pto officers 614 community building events 17,620 curriculum spport exp 86,190 school spirit and support 31,474 total 136,394”

Form 990-ez, Part II, Line 24

“Scholastic dollars earned 9,727 9,627 total 9,727 9,627”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 487”

Raw XML Appendix158 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/PersonNm0TARA HARTMAN-GUD
IRS990EZ/BooksInCareOfDetail/PhoneNum07049962249
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0635 SOUTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAVIDSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087911
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059828
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053107
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28670
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt074676
IRS990EZ/GrossReceiptsAmt0127861
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt078
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097638
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068968
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097638
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068968
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMANTHA WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAIME BRUDEREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA COOLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY RIDGEWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REBECCA KRYSHTALOWYCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TARA HARTMAN-GUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE CALARCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHERINE DEBREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUND RAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP SCHOOL SP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP COMMUNITY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09727
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09627
IRS990EZ/OtherExpensesTotalAmt0136394
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS, TEACHERS AND ADMINISTRATION AT DAVIDSON ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0943
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL AND CURRICULUM SUPPORT COMMUNITY BUILDING EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0135284
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019194
IRS990EZ/SpecialEventsNetIncomeLossAmt055482
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0487
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137337
IRS990EZ/TotalProgramServiceExpensesAmt0135284
IRS990EZ/TotalRevenueAmt0108667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053107
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt074754
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt053107
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053107
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053107
IRS990ScheduleA/TotalSupportAmt053107
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019194
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074676
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055482
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019194
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 33 QUICKBOOKS 364 ONLINE COMMUNICATIONS EXPENSE 99 INSURANCE FOR PTO OFFICERS 614 COMMUNITY BUILDING EVENTS 17,620 CURRICULUM SPPORT EXP 86,190 SCHOOL SPIRIT AND SUPPORT 31,474 TOTAL 136,394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLASTIC DOLLARS EARNED 9,727 9,627 TOTAL 9,727 9,627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 487
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07049962249
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-13
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C4A6B3A23E811E1413D080158DC5C9AC9E54A3E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-04-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:44:19
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/PreparationDt02020-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLARE H MEYER CPA
ReturnHeader/ReturnTs02020-04-08T10:44:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,455
Liabilities
$487
Net assets
$68,968
Revenue
$108,667
Expenses
$137,337
Net income
-$28,670
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