Civic Intelligence

Kensington Elementary PTO

990EZ • Fiscal year 2021 • EIN 81-0673322

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 04, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

60th percentile

18%

Higher net margin than 60% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2021 filings • NTEE B90 • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

20%

Faster asset growth than 61% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-37%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$40,762

Up $6,703 (+20%) from 2020

Net Assets

Up

$40,762

Up $6,703 (+20%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$37,104

Down $22,089 (-37%) from 2020

Expenses

Down

$30,401

Down $33,274 (-52%) from 2020

Net Income

Up

$6,703

Up $11,185 (+250%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$40,762
Liabilities-
Net Assets$40,762
Open 2021 Filing

Operations Trend

Revenue Growth27th 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

2021

Revenue$37,104
Expenses$30,401
Net Income$6,703
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 4, 2021
Return Version
2020v4.0
Gross Receipts
$51,728
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.-$25,463
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.-$5,649
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY STAHLNECKERPresidentPT$0--
MICHELLE COETSEEVice PresidePT$0--
KERI NELSONTreasurerPT$0--
JENNIFER CROWARDSecretaryPT$0--
MELISSA EATONVP Of EventsPT$0--
BEKKI LEONARDDirector OfPT$0--
KRISTEN HOLZMANSponsorshipPT$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
2021-08-04
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 office 828 insurance 494 student enrichment 11,152 staff appreciation 5,649 supplies & equipment 11,758 total 29,881”

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 Appendix162 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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm2KERI NELSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER CROWARD
CompensationExplanation/CompensationExplanationGrp/PersonNm4MELISSA EATON
CompensationExplanation/CompensationExplanationGrp/PersonNm5BEKKI LEONARD
CompensationExplanation/CompensationExplanationGrp/PersonNm6KRISTEN HOLZMAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAXHAW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY STAHLNECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE COETSEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERI NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER CROWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA EATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BEKKI LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN HOLZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SPONSORSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029881
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/ProgramServiceRevenueAmt024809
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/ProgramServiceExpensesAmt025463
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15649
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030401
IRS990EZ/TotalProgramServiceExpensesAmt031112
IRS990EZ/TotalRevenueAmt037104
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031512
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0283043
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0383446
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084146
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059910
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IRS990ScheduleA/Total509Grp/TotalAmt0383446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100949
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0383446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 828 INSURANCE 494 STUDENT ENRICHMENT 11,152 STAFF APPRECIATION 5,649 SUPPLIES & EQUIPMENT 11,758 TOTAL 29,881
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERI NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02629456777
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-04
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
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/PreparationDt02021-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02021-09-13T10:02:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,762
Liabilities
-
Net assets
$40,762
Revenue
$37,104
Expenses
$30,401
Net income
$6,703
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