Civic Intelligence

St. James Elementary PTO

990EZ • Fiscal year 2020 • EIN 82-2173227

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 20, 2020

Organization ProfileSTJAMESELEMENTARYPTO.CH2V.COM
1774 St James Church RoadDenver, NC 28037

(704) 736-1958

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$11,026

No earlier filing loaded for comparison.

Net Assets

$11,026

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin64th percentile

Revenue

$75,741

No earlier filing loaded for comparison.

Expenses

$64,715

No earlier filing loaded for comparison.

Net Income

$11,026

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$11,026
Liabilities$0
Net Assets$11,026
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$75,741
Expenses$64,715
Net Income$11,026
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 20, 2020
Return Version
2019v5.1
Gross Receipts
$113,285
Mission and Program Overview

Mission

Educational

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDED TEACHER, STUDENT AND SCHOOL SUPPLIES AND SPECIAL AWARD ACTIVITIES FOR STUDENTS NOT PROVIDED BY THE SCHOOL SYSTEM-$61,624
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN RASMUSSENPresident-$0--
SHASTA SMITHVice President-$0--
LINDSAY MCINTOSHSecretary-$0--
LISA HAWESTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$42,236-$5,289-
Book Fair$14,575$14,575$14,575$0
Total Events$78,262$24,581$31,563$-6,982
Filing and Contact Details

Filer

Filer Name
St James Elementary Pto
EIN
82-2173227
Address
1774 ST JAMES CHURCH ROAD, DENVER, NC 28037

Signing Officer

Name
Lisa Hawes
Title
Treasurer
Phone
7047361958
Signed
2020-11-20
Discuss with paid preparer
Yes

Preparer

Firm
William R McLucas CPA PLLC
Address
328 N NC 16 Business Hwy, Denver, NC 28037
Preparer
William R McLucas
Phone
7049661201
Supplemental Narrative

Additional Explanations

General explanation attachment

“Form 990-ez part iii - organizations primary exempt purposeprovide teacher, student and school supplies and special award activities for students not provided by the school system”

Description of other expenses Part I line 16

“Description amountadult spelling bee 300bank fees 66chrome book carts 12,572copies 420hospitality 3,067insurance 355positivity project 1,395professional development 1,471smart tvs 29,436supplies 499teacher classroom fund 8,046teacher copies 341technology 54wordly wise 4,943”

Raw XML Appendix185 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/PersonNm0LISA HAWES
IRS990EZ/BooksInCareOfDetail/PhoneNum07047361958
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01774 ST JAMES CHURCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011026
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011026
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAWN RASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHASTA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY MCINTOSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA HAWES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt062965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TEACHER, STUDENT AND SCHOOL SUPPLIES AND SPECIAL AWARD ACTIVITIES FOR STUDENTS NOT PROVIDED BY THE SCHOOL SYSTEM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061624
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037544
IRS990EZ/SpecialEventsNetIncomeLossAmt06948
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064715
IRS990EZ/TotalProgramServiceExpensesAmt061624
IRS990EZ/TotalRevenueAmt075741
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://STJAMESELEMENTARYPTO.CH2V.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt054583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0324881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182356
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0507237
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0106842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085853
IRS990ScheduleA/Total509Grp/TotalAmt0507237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107017
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0106857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085864
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0507280
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt053681
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042236
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt011445
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031563
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078262
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024581
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6982
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011699
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031563
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05289
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014575
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSEPROVIDE TEACHER, STUDENT AND SCHOOL SUPPLIES AND SPECIAL AWARD ACTIVITIES FOR STUDENTS NOT PROVIDED BY THE SCHOOL SYSTEM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADULT SPELLING BEE 300BANK FEES 66CHROME BOOK CARTS 12,572COPIES 420HOSPITALITY 3,067INSURANCE 355POSITIVITY PROJECT 1,395PROFESSIONAL DEVELOPMENT 1,471SMART TVS 29,436SUPPLIES 499TEACHER CLASSROOM FUND 8,046TEACHER COPIES 341TECHNOLOGY 54WORDLY WISE 4,943
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA HAWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047361958
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JAMES ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0STJA
ReturnHeader/Filer/EIN0822173227
ReturnHeader/Filer/USAddress/AddressLine1Txt01774 ST JAMES CHURCH ROAD
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028037
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.111.133.208
ReturnHeader/FilingSecurityInformation/IPDt02020-11-20
ReturnHeader/FilingSecurityInformation/IPTm016:50:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William R McLucas CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0328 N NC 16 Business Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028037
ReturnHeader/PreparerPersonGrp/PhoneNum07049661201
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William R McLucas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-20T16:49:26-05:00
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
$11,026
Liabilities
$0
Net assets
$11,026
Revenue
$75,741
Expenses
$64,715
Net income
$11,026
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