Civic Intelligence

Barnette Elementary PTO Inc.

EIN 81-3248082 • 501(c)3 • Huntersville, NC

Pub. 78 EligibleNTEE B94

Profile

Parent-teacher organization

13659 Beatties Ford RoadHuntersville, NC 28078

www.barnettepto.com

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

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

56th percentile

3.0%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Up

$80,288

Up $12,730 (+19%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$80,288

Up $12,730 (+19%) from 2024

Revenue

Up

$65,111

Up $1,371 (+2.2%) from 2024

Expenses

Down

$52,381

Down $4,503 (-7.9%) from 2024

Net Income

Up

$12,730

Up $5,874 (+86%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2019: $27,732Liabilities 2019: $0Net Assets 2019: $27,7322019Assets 2020: $40,591Liabilities 2020: $0Net Assets 2020: $40,5912020Assets 2021: $32,047Liabilities 2021: $02021Assets 2022: $53,046Liabilities 2022: $0Net Assets 2022: $53,0462022Assets 2023: $60,702Liabilities 2023: $0Net Assets 2023: $60,7022023Assets 2024: $67,558Liabilities 2024: $0Net Assets 2024: $67,5582024Assets 2025: $80,288Net Assets 2025: $80,2882025

Highlighted filing

2025

Assets$80,288
Liabilities-
Net Assets$80,288

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2019: $45,558Expenses 2019: $37,579Net Income 2019: $7,9792019Revenue 2020: $41,301Expenses 2020: $28,442Net Income 2020: $12,8592020Revenue 2021: $10,744Expenses 2021: $19,288Net Income 2021: -$8,5442021Revenue 2022: $59,618Expenses 2022: $38,619Net Income 2022: $20,9992022Revenue 2023: $65,900Expenses 2023: $58,244Net Income 2023: $7,6562023Revenue 2024: $63,740Expenses 2024: $56,884Net Income 2024: $6,8562024Revenue 2025: $65,111Expenses 2025: $52,381Net Income 2025: $12,7302025

Highlighted filing

2025

Revenue$65,111
Expenses$52,381
Net Income$12,730

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$135,010
Mission and Program Overview

Mission

Parent-teacher organization

Program Services

DescriptionGrantsExpenses
SUPPORT FOR THE BARNETTE ELEMENTARY SCHOOL COMMUNITY,ENCOURAGEMENT OF PARENT PARTICIPATION IN SCHOOL ACTIVITIES,AND FINANCIAL ASSISTANCE TO DRIVE STUDENT SUCCESS.$0$52,381
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE GARDNERCo-PresidentPT$0--
JASMINE TIMMCo-PresidentPT$0--
MARYA RODRIGUEZVP Fundraising-$0--
MEREDITH DECKERTVP Fundraising-$0--
KIM OLSINSKIVP Communications-$0--
LAURA LONGTreasurerPT$0--
MAGGIE LANTZYTreasurer-$0--
NIRALI PATELSecretary-$0--
ALICIA DIBERNARDOSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Buster Move$41,342$41,342$5,697$35,645
Holiday Shop$12,678$12,678-$12,678
Total Events$79,971$79,971$8,858$71,113
Filing and Contact Details

Filer

Filer Name
Barnette Elementary Pto Inc
EIN
81-3248082
Phone
7043075528
Address
13659 BEATTIES FORD ROAD, HUNTERSVILLE, NC 28078

Signing Officer

Name
Maggie Lantzy
Title
Treasurer
Phone
7043075528
Signed
2025-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Gerald O Dry PA
Address
211 Le Phillip Ct NE, Concord, NC 28025
Preparer
Gerald O Dry Pa
Phone
7047883500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Teacher grants; grant; barnette elementary school: 13659 beatties ford road, huntersville, nc, 28078; school supported by pto, 8320.

Form 990EZ, Part I, Line 10

Events & activities; school events; barnette elementary school: 13659 beatties ford road, huntersville, nc, 28078; school supported, 41177.

Form 990EZ, Part I, Line 16

Administrative expenses 2836.

Form 990EZ, Part I, Line 16

BANK CHARGES & FEES 48.

Raw XML Appendix222 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/USAddress/CityNm0HUNTERSVILLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASMINE TIMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARYA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEREDITH DECKERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM OLSINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MAGGIE LANTZY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NIRALI PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALICIA DIBERNARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02884
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR THE BARNETTE ELEMENTARY SCHOOL COMMUNITY,ENCOURAGEMENT OF PARENT PARTICIPATION IN SCHOOL ACTIVITIES,AND FINANCIAL ASSISTANCE TO DRIVE STUDENT SUCCESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052381
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053936
IRS990EZ/SpecialEventsNetIncomeLossAmt057528
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052381
IRS990EZ/TotalProgramServiceExpensesAmt052381
IRS990EZ/TotalRevenueAmt065111
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.barnettepto.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02340
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017255
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt055786
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0111464
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt099271
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt013306
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0450287
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0550977
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08858
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BUSTER MOVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt061
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041342
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025951
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025951
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079971
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt071113
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03100
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03100
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05697
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER GRANTS; GRANT; BARNETTE ELEMENTARY SCHOOL: 13659 BEATTIES FORD ROAD, HUNTERSVILLE, NC, 28078; SCHOOL SUPPORTED BY PTO, 8320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENTS & ACTIVITIES; SCHOOL EVENTS; BARNETTE ELEMENTARY SCHOOL: 13659 BEATTIES FORD ROAD, HUNTERSVILLE, NC, 28078; SCHOOL SUPPORTED, 41177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE EXPENSES 2836.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES & FEES 48.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAGGIE LANTZY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043075528
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNETTE ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0813248082
ReturnHeader/Filer/PhoneNum07043075528
ReturnHeader/Filer/USAddress/AddressLine1Txt013659 BEATTIES FORD ROAD
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561934369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerald O Dry PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 Le Phillip Ct NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028025
ReturnHeader/PreparerPersonGrp/PhoneNum07047883500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD O DRY PA
ReturnHeader/ReturnTs02025-12-08T13:17:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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