Civic Intelligence

Kensington Elementary PTO

990EZ • Fiscal year 2020 • EIN 81-0673322

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 23, 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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

29th percentile

-7.6%

Higher net margin than 29% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.7%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$34,059

Down $4,482 (-12%) from 2019

Net Assets

Down

$34,059

Down $4,482 (-12%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$59,193

Up $432 (+0.7%) from 2019

Expenses

Up

$63,675

Up $13,137 (+26%) from 2019

Net Income

Down

-$4,482

Down $12,705 (-155%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2020

Assets$34,059
Liabilities-
Net Assets$34,059
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$59,193
Expenses$63,675
Net Income-$4,482
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 23, 2021
Return Version
2019v5.0
Gross Receipts
$84,146
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.-$54,333
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.--
Compensation and Service Providers
Top Officer Pay76th 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
2021-03-23
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 student enrichment 40,291 staff appreciation 9,342 administrative expenses 12,526 total 62,159”

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 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02629456777
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAXHAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034059
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014305
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-4482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01231
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038541
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034059
IRS990EZ/FundraisingGrossIncomeAmt011939
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02191
IRS990EZ/GrossReceiptsAmt084146
IRS990EZ/GrossSalesOfInventoryAmt014673
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038541
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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/OtherExpensesTotalAmt062159
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/PrintingPublicationsPostageAmt0285
IRS990EZ/ProgramServiceRevenueAmt043223
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/ProgramServiceExpensesAmt054333
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012471
IRS990EZ/SpecialEventsNetIncomeLossAmt0-532
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063675
IRS990EZ/TotalProgramServiceExpensesAmt054333
IRS990EZ/TotalRevenueAmt059193
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066802
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0292522
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0393495
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061777
IRS990ScheduleA/Total509Grp/TotalAmt0393495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0393495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STUDENT ENRICHMENT 40,291 STAFF APPRECIATION 9,342 ADMINISTRATIVE EXPENSES 12,526 TOTAL 62,159
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/SignatureDt02021-03-23
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/PreparationDt02021-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02021-03-23T10:46:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,059
Liabilities
-
Net assets
$34,059
Revenue
$59,193
Expenses
$63,675
Net income
-$4,482
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