Civic Intelligence

St James Elementary PTO

EIN 82-2173227 • 501(c)3 • Denver, NC

Profile

Educational

1774 St James Church RoadDenver, NC 28037

stjameselementarypto.ch2v.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

47th percentile

0.3%

Higher net margin than 47% 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

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$48,114

Up $431 (+0.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$48,114

Up $431 (+0.9%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin47th percentile

Revenue

Up

$125,200

Up $49,840 (+66%) from 2024

Expenses

Up

$124,769

Up $76,649 (+159%) from 2024

Net Income

Down

$431

Down $26,809 (-98%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$60K$40K$20K$0Assets 2020: $11,026Liabilities 2020: $0Net Assets 2020: $11,0262020Assets 2021: $11,744Liabilities 2021: $0Net Assets 2021: $11,7442021Assets 2022: $17,007Liabilities 2022: $0Net Assets 2022: $17,0072022Assets 2023: $20,443Liabilities 2023: $0Net Assets 2023: $20,4432023Assets 2024: $47,683Liabilities 2024: $0Net Assets 2024: $47,6832024Assets 2025: $48,114Liabilities 2025: $0Net Assets 2025: $48,1142025

Highlighted filing

2025

Assets$48,114
Liabilities$0
Net Assets$48,114
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0Revenue 2020: $75,741Expenses 2020: $64,715Net Income 2020: $11,0262020Revenue 2021: $38,600Expenses 2021: $37,882Net Income 2021: $7182021Revenue 2022: $67,088Expenses 2022: $61,825Net Income 2022: $5,2632022Revenue 2023: $63,233Expenses 2023: $59,797Net Income 2023: $3,4362023Revenue 2024: $75,360Expenses 2024: $48,120Net Income 2024: $27,2402024Revenue 2025: $125,200Expenses 2025: $124,769Net Income 2025: $4312025

Highlighted filing

2025

Revenue$125,200
Expenses$124,769
Net Income$431
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$48,114
Liabilities
$0
Net assets
$48,114
Revenue
$125,200
Expenses
$124,769
Net income
$431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.25$1.25$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.75$0.48$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.63$0.60$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.67$0.62$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.39$0.38$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.76$0.65$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 23, 2026
Return Version
2024v5.2
Gross Receipts
$125,200
Mission and Program Overview

Mission

Educational

Program Services

DescriptionGrantsExpenses
Raising funds for educational purposes$125,200$124,768
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jody YoungPresident-$0--
Emily SpencerVice President-$0--
Stacy ByusSecretary-$0--
Jennifer OrtlebTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
St James Elementary PTO
EIN
82-2173227
In Care Of
% Jennifer Ortleb
Phone
7047361958
Address
1774 St James Church Road, Denver, NC 28037

Signing Officer

Name
Jennifer Ortleb
Title
Treasurer
Phone
7047361958
Signed
2026-02-23
Discuss with paid preparer
No

Preparer

Firm
Jasper Accounting Group Inc
Address
3306 N Highway 16, Denver, NC 28037
Preparer
Sara J Thompson
Phone
7049905590
Supplemental Narrative

Additional Explanations

Amended return information

“Change of board members. List was from prior school year.”

Description of other expenses Part I line 16

“Description AmountCopies 100Supplies 1,232Taxes 3,984Field Trip Support 1,000Instructional Needs/Furniture 3,094Positivity Project 4,065Teacher Classroom Fund 3,060Wordly Wise 4,386Beautification 3,288EOY 5th Grade/Kindergarten 64Field Day 1,479Playground 28,779Sheds 7,473Teacher Appreciation 933Teacher Luncheons 2,223Teacher Stock & Kitchen 997Teacher Snack Cart 1,324Misc 2,0345k Royal Run 3,437Basketball/Volleyball Game 1,806Book Fair 16,846Book Fair Raffles 200Dances 2,820Flower Sales 448Field Day 389Fun Run 8,188Holiday Shop 12,962Golf Tournament 8,158”

Raw XML Appendix159 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/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jody Young
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Ortleb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt0124769
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0125200
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124769
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082355
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038200
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0220070
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0125200
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0560169
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.50000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0560169
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094312
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01120338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Change of board members. List was from prior school year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCopies 100Supplies 1,232Taxes 3,984Field Trip Support 1,000Instructional Needs/Furniture 3,094Positivity Project 4,065Teacher Classroom Fund 3,060Wordly Wise 4,386Beautification 3,288EOY 5th Grade/Kindergarten 64Field Day 1,479Playground 28,779Sheds 7,473Teacher Appreciation 933Teacher Luncheons 2,223Teacher Stock & Kitchen 997Teacher Snack Cart 1,324Misc 2,0345k Royal Run 3,437Basketball/Volleyball Game 1,806Book Fair 16,846Book Fair Raffles 200Dances 2,820Flower Sales 448Field Day 389Fun Run 8,188Holiday Shop 12,962Golf Tournament 8,158
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ORTLEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07047361958
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St James Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0STJA
ReturnHeader/Filer/EIN0822173227
ReturnHeader/Filer/InCareOfNm0% Jennifer Ortleb
ReturnHeader/Filer/PhoneNum07047361958
ReturnHeader/Filer/USAddress/AddressLine1Txt01774 St James Church Road
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271056332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jasper Accounting Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03306 N Highway 16
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028037
ReturnHeader/PreparerPersonGrp/PhoneNum07049905590
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA J THOMPSON
ReturnHeader/ReturnTs02026-02-23T12:54:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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