Civic Intelligence

Kensington Elementary PTO

990EZ • Fiscal year 2019 • EIN 81-0673322

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 27, 2019

Organization ProfileN/A
8701 Kensington DriveWaxhaw, NC 28173

(262) 945-6777

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2019 filings • NTEE B90 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • NTEE B90 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

27%

Faster asset growth than 73% of similar nonprofits.

2019 filings • NTEE B90 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

33%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • NTEE B90 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,541

Up $8,223 (+27%) from 2018

Net Assets

$38,541

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$58,761

Up $14,650 (+33%) from 2018

Expenses

Up

$50,538

Up $16,136 (+47%) from 2018

Net Income

Down

$8,223

Down $1,486 (-15%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$150K$100K$50K$0Assets 2014: $38,833Liabilities 2014: $02014Assets 2015: $38,600Net Assets 2015: $38,6002015Assets 2016: $25,280Net Assets 2016: $25,2802016Assets 2017: $20,609Net Assets 2017: $20,6092017Assets 2018: $30,318Liabilities 2018: $02018Assets 2019: $38,541Net Assets 2019: $38,5412019Assets 2020: $34,059Net Assets 2020: $34,0592020Assets 2021: $40,762Net Assets 2021: $40,7622021Assets 2022: $113,032Liabilities 2022: $0Net Assets 2022: $113,0322022Assets 2023: $105,376Liabilities 2023: $0Net Assets 2023: $105,3762023Assets 2024: $83,308Net Assets 2024: $83,3082024Assets 2025: $86,635Net Assets 2025: $86,6352025

Highlighted filing

2019

Assets$38,541
Liabilities-
Net Assets$38,541
Open 2019 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $26,123Expenses 2014: $6,533Net Income 2014: $19,5902014Revenue 2015: $36,369Expenses 2015: $36,602Net Income 2015: -$2332015Revenue 2016: $32,932Expenses 2016: $46,252Net Income 2016: -$13,3202016Revenue 2017: $48,272Expenses 2017: $52,943Net Income 2017: -$4,6712017Revenue 2018: $44,111Expenses 2018: $34,402Net Income 2018: $9,7092018Revenue 2019: $58,761Expenses 2019: $50,538Net Income 2019: $8,2232019Revenue 2020: $59,193Expenses 2020: $63,675Net Income 2020: -$4,4822020Revenue 2021: $37,104Expenses 2021: $30,401Net Income 2021: $6,7032021Revenue 2022: $221,582Expenses 2022: $149,312Net Income 2022: $72,2702022Revenue 2023: $96,726Expenses 2023: $109,145Net Income 2023: -$12,4192023Revenue 2024: $20,384Expenses 2024: $36,437Net Income 2024: -$16,0532024Revenue 2025: $163,965Expenses 2025: $160,812Net Income 2025: $3,1532025

Highlighted filing

2019

Revenue$58,761
Expenses$50,538
Net Income$8,223
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 27, 2019
Return Version
2018v3.1
Gross Receipts
$86,713
Mission and Program Overview

Mission

The kensington pto is a parent led volunteer organization whose purpose is to enhance and support the educational experience of the students, teachers and community. Our efforts of fundraising and extra-curricular activities offer enrichment as well as direct classroom support.

Program Services

DescriptionGrantsExpenses
ENRICHMENT PROGRAMS: PROVIDED FUNDS FOR MULTIPLE FIELD TRIPS FOR ALL GRADE LEVELS AS WELL AS OTHER ACTIVITIES TO ENRICH THE LIVES OF THE STUDENTS, FAMILIES AND SCHOOL COMMUNITY.-$40,980
STAFF APPRECIATION/STIPENDS: PROVIDED LUNCHEONS, BRUNCHES AND OTHER GIFTS FOR TEACHERS/STAFF TO ENHANCE MORALE. FUNDS WERE ALSO PROVIDED TO TEACHERS TO HELP SUPPLEMENT SUPPLIES NEEDED FOR THE CLASSROOM.-$9,558
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY STAHLNECKERPresidentPT$0--
ALLISON MCLAUGHLINVice PresidePT$0--
KERI NELSONTreasurerPT$0--
TAYLOR STIERSecretaryPT$0--
MELISSA EATONVP Of EventsPT$0--
Filing and Contact Details

Filer

Filer Name
Kensington Elementary Pto
EIN
81-0673322
Phone
2629456777
Address
8701 KENSINGTON DRIVE, WAXHAW, NC 28173

Signing Officer

Name
Keri Nelson
Title
Treasurer
Phone
2629456777
Signed
2019-09-27
Discuss with paid preparer
Yes

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses enrichment programs 38,449 staff programs 7,027 supplies 1,930 subscriptions and fees 1,372 total 48,778”

Form 990-ez, Part III

“The kensington pto is a parent led volunteer organization whose purpose is to enhance and support the educational experience of the students, teachers and community. Our efforts of fundraising and extra-curricular activities offer enrichment as well as direct classroom support.”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02629456777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08701 KENSINGTON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAXHAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030318
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019911
IRS990EZ/CostOfGoodsSoldAmt015065
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08223
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt012772
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-3354
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IRS990EZ/GrossSalesOfInventoryAmt011711
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030318
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY STAHLNECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLISON MCLAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERI NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAYLOR STIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA EATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF EVENTS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048778
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE KENSINGTON PTO IS A PARENT LED VOLUNTEER ORGANIZATION WHOSE PURPOSE IS TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE OF THE STUDENTS, TEACHERS AND COMMUNITY. OUR EFFORTS OF FUNDRAISING AND EXTRA-CURRICULAR ACTIVITIES OFFER ENRICHMENT AS WELL AS DIRECT CLASSROOM SUPPORT.
IRS990EZ/PrintingPublicationsPostageAmt01260
IRS990EZ/ProgramServiceRevenueAmt042319
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT PROGRAMS: PROVIDED FUNDS FOR MULTIPLE FIELD TRIPS FOR ALL GRADE LEVELS AS WELL AS OTHER ACTIVITIES TO ENRICH THE LIVES OF THE STUDENTS, FAMILIES AND SCHOOL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION/STIPENDS: PROVIDED LUNCHEONS, BRUNCHES AND OTHER GIFTS FOR TEACHERS/STAFF TO ENHANCE MORALE. FUNDS WERE ALSO PROVIDED TO TEACHERS TO HELP SUPPLEMENT SUPPLIES NEEDED FOR THE CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040980
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19558
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012887
IRS990EZ/SpecialEventsNetIncomeLossAmt0-115
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050538
IRS990EZ/TotalProgramServiceExpensesAmt050538
IRS990EZ/TotalRevenueAmt058761
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0110099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0262424
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0372523
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063174
IRS990ScheduleA/Total509Grp/TotalAmt0372523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100949
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063174
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0372523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ENRICHMENT PROGRAMS 38,449 STAFF PROGRAMS 7,027 SUPPLIES 1,930 SUBSCRIPTIONS AND FEES 1,372 TOTAL 48,778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE KENSINGTON PTO IS A PARENT LED VOLUNTEER ORGANIZATION WHOSE PURPOSE IS TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE OF THE STUDENTS, TEACHERS AND COMMUNITY. OUR EFFORTS OF FUNDRAISING AND EXTRA-CURRICULAR ACTIVITIES OFFER ENRICHMENT AS WELL AS DIRECT CLASSROOM SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KERI NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02629456777
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENSINGTON ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0KENS
ReturnHeader/Filer/EIN0810673322
ReturnHeader/Filer/PhoneNum02629456777
ReturnHeader/Filer/USAddress/AddressLine1Txt08701 KENSINGTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0WAXHAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028173
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.24.2
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:17:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262669494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES GOLDSTEIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02019-11-13T10:17:14-06:00
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
$38,541
Liabilities
-
Net assets
$38,541
Revenue
$58,761
Expenses
$50,538
Net income
$8,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.64$1.61$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.20$0.36$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.97$1.09$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$2.22$1.49$0.72
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.37$0.30$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.59$0.64$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.59$0.51$0.08
2018Summary only. Only limited summary data is available for this year.$0.30$0.00$0.44$0.34$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.48$0.53$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.33$0.46$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.36$0.37$0.00
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.26$0.07$0.20