Civic Intelligence

Davidson Elementary School Parent Teacher Organization

990EZ • Fiscal year 2022 • EIN 80-0615060

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 11, 2023

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

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

34th percentile

4.7%

Higher net margin than 34% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

6.6%

Faster asset growth than 40% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

33%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$58,312

Flat from 2022

Net Assets

$58,312

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Flat

$77,125

Flat from 2022

Expenses

Flat

$73,522

Flat from 2022

Net Income

Flat

$3,603

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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: $58,312Net Assets 2022: $58,3122022Assets 2022: $58,312Liabilities 2022: $02022Assets 2023: $104,056Net Assets 2023: $104,0562023Assets 2024: $151,166Liabilities 2024: $02024

Highlighted filing

2022

Assets$58,312
Liabilities-
Net Assets$58,312
Open 2022 Filing

Operations Trend

Revenue Growth33rd 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 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

2022

Revenue$77,125
Expenses$73,522
Net Income$3,603
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 11, 2023
Return Version
2021v4.0
Gross Receipts
$159,885
Mission and Program Overview

Mission

Support students, teachers and administration at davidson elementary school

Program Services

DescriptionGrantsExpenses
SCHOOL AND CURRICULUM SUPPORT COMMUNITY BUILDING EVENTS-$68,623
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLY SCHIANOPresident-$0--
AMY LAVEYVP-$0--
REBECCA KRYSHTALOWYCHSecretary-$0--
TARA HARTMAN-GUDTreasurer-$0--
ANDY PUCKETTVP Communica-$0--
SHANNON OGEENVP Fundraisi-$0--
ELLEN LONCZVP Marketing-$0--
ALISON GRAVESVP Outreach-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundrais$89,590$89,590$82,760$6,830
Total Events$89,590$89,590$82,760$6,830
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
Tara Hartman-gud
Title
Treasurer
Phone
7049962249
Signed
2023-01-11
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 41 quickbooks 870 business admin 193 square 71 paypal fees 2,284 office admin expenditures 250 office supplies 395 stripe fees 58 other 93 insurance for pto officers 644 community building events 9,198 curriculum spport exp 35,921 school spirit and support 20,504 contribution ada jenkins 3,000 total 73,522”

Form 990-ez, Part II, Line 24

“Scholastic dollars earned 4,802 4,802 undeposited funds 0 0 receivable from davidson k-8 booster 3,000 0 total 7,802 4,802”

Raw XML Appendix152 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/BOYAmt046907
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053510
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070278
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03603
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054709
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058312
IRS990EZ/FundraisingGrossIncomeAmt089590
IRS990EZ/GrossReceiptsAmt0159885
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054709
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054709
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058312
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/PersonNm0CARLY SCHIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY LAVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA KRYSHTALOWYCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TARA HARTMAN-GUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDY PUCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHANNON OGEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELLEN LONCZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALISON GRAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OUTREACH
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07802
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04802
IRS990EZ/OtherExpensesTotalAmt073522
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/ProgramServiceExpensesAmt068623
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt082760
IRS990EZ/SpecialEventsNetIncomeLossAmt06830
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073522
IRS990EZ/TotalProgramServiceExpensesAmt068623
IRS990EZ/TotalRevenueAmt077125
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0209620
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0248896
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0209620
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt053107
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0209620
IRS990ScheduleA/TotalSupportAmt0209620
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt082760
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt089590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt089590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt089590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt089590
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06830
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt082760
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt082760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 41 QUICKBOOKS 870 BUSINESS ADMIN 193 SQUARE 71 PAYPAL FEES 2,284 OFFICE ADMIN EXPENDITURES 250 OFFICE SUPPLIES 395 STRIPE FEES 58 OTHER 93 INSURANCE FOR PTO OFFICERS 644 COMMUNITY BUILDING EVENTS 9,198 CURRICULUM SPPORT EXP 35,921 SCHOOL SPIRIT AND SUPPORT 20,504 CONTRIBUTION ADA JENKINS 3,000 TOTAL 73,522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLASTIC DOLLARS EARNED 4,802 4,802 UNDEPOSITED FUNDS 0 0 RECEIVABLE FROM DAVIDSON K-8 BOOSTER 3,000 0 TOTAL 7,802 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/PersonNm0TARA HARTMAN-GUD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049962249
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-11
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/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/PreparationDt02023-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLARE H MEYER CPA
ReturnHeader/ReturnTs02023-03-03T13:34:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTMAN-GUD
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
$58,312
Liabilities
-
Net assets
$58,312
Revenue
$77,125
Expenses
$73,522
Net income
$3,603
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
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.77$0.74$0.04
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