Civic Intelligence

Davidson Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 80-0615060

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

92nd percentile

78%

Faster asset growth than 92% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

47%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$104,056

Up $45,744 (+78%) from 2022

Net Assets

$104,056

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$113,100

Up $35,975 (+47%) from 2022

Expenses

Down

$67,357

Down $6,165 (-8.4%) from 2022

Net Income

Up

$45,743

Up $42,140 (+1170%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2023

Assets$104,056
Liabilities-
Net Assets$104,056
Open 2023 Filing

Operations Trend

Revenue Growth75th 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

2023

Revenue$113,100
Expenses$67,357
Net Income$45,743
Open 2023 Filing
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 Pay99th 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

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
$104,056
Liabilities
-
Net assets
$104,056
Revenue
$113,100
Expenses
$67,357
Net income
$45,743
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