Civic Intelligence

Kensington Elementary PTO

EIN 81-0673322 • 501(c)3 • Waxhaw, NC

Pub. 78 Eligible990-N CoverageNTEE B90

Profile

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.

8701 Kensington DriveWaxhaw, NC 28173

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

43rd percentile

1.9%

Higher net margin than 43% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Source year 2025

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

NTEE B90 • <$500k nonprofits • Source year 2025

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

704%

Faster revenue growth than 97% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$86,635

Up $3,327 (+4.0%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$86,635

Up $3,327 (+4.0%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Up

$163,965

Up $143,581 (+704%) from 2024

Expenses

Up

$160,812

Up $124,375 (+341%) from 2024

Net Income

Up

$3,153

Up $19,206 (+120%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$86,635
Liabilities-
Net Assets$86,635
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$163,965
Expenses$160,812
Net Income$3,153
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,635
Liabilities
-
Net assets
$86,635
Revenue
$163,965
Expenses
$160,812
Net income
$3,153
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 17, 2025
Return Version
2024v5.0
Gross Receipts
$181,271
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.-$127,337
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.-$30,738
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTAN HOLZMANPresidentPT$0--
LISA MALOYVice PresidePT$0--
STACEY MOSSTreasurerPT$0--
JESSICA AGUILARSecretaryPT$0--
EMILY RUSSIANCommunity RePT$0--
Filing and Contact Details

Filer

Filer Name
Kensington Elementary Pto
EIN
81-0673322
Phone
5163857255
Address
8701 KENSINGTON DRIVE, WAXHAW, NC 28173

Signing Officer

Name
Stacey Moss
Title
Treasurer
Phone
5163857255
Signed
2025-12-17
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 8

“OTHER INCOME 87 TOTAL 87”

Form 990-ez, Part I, Line 16

“Expenses office 8,093 information technology 7,890 conferences/meetings 780 student enrichment 88,933 staff appreciation 30,738 school enrichment 21,159 total 157,593”

Form 990-ez, Part I, Line 20

“OTHER INCREASES 174”

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 Appendix160 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAXHAW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACEY MOSS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNITY RE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0174
IRS990EZ/OtherExpensesTotalAmt0157593
IRS990EZ/OtherRevenueTotalAmt087
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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011550
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 87 TOTAL 87
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 8,093 INFORMATION TECHNOLOGY 7,890 CONFERENCES/MEETINGS 780 STUDENT ENRICHMENT 88,933 STAFF APPRECIATION 30,738 SCHOOL ENRICHMENT 21,159 TOTAL 157,593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER INCREASES 174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05163857255
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-17
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ReturnHeader/Filer/EIN0810673322
ReturnHeader/Filer/PhoneNum05163857255
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ReturnHeader/Filer/USAddress/CityNm0WAXHAW
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02026-03-16T12:20:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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