Civic Intelligence

St. James Elementary PTO

990EZ • Fiscal year 2022 • EIN 82-2173227

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 24, 2023

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

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Net Margin

40th percentile

7.8%

Higher net margin than 40% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Asset Growth

74th percentile

45%

Faster asset growth than 74% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

74%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$17,007

Up $5,263 (+45%) from 2021

Net Assets

Up

$17,007

Up $5,263 (+45%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin40th percentile

Revenue

Up

$67,088

Up $28,488 (+74%) from 2021

Expenses

Up

$61,825

Up $23,943 (+63%) from 2021

Net Income

Up

$5,263

Up $4,545 (+633%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2022

Assets$17,007
Liabilities$0
Net Assets$17,007
Open 2022 Filing

Operations Trend

Revenue Growth49th percentile

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

2022

Revenue$67,088
Expenses$61,825
Net Income$5,263
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 24, 2023
Return Version
2021v4.2
Gross Receipts
$120,921
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-$60,730
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAIGE MCGUIRKPresident-$0--
MELANIE LEITNERVice President-$0--
MEGAN MATZSecretary-$0--
LISA TROFETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$70,165-$23,654-
Book Fair$19,040$19,040$19,040$0
Total Events$108,020$31,937$52,657$-20,720
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 Trofe
Title
Treasurer
Phone
7047361958
Signed
2023-04-24
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 18hospitality 10,362insurance 355positivity project 2,995professional development 4,316reading counts 996supplies 323teacher classroom fund 38,268teacher copies 199wordly wise 3,293”

Raw XML Appendix180 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 TROFE
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/BOYAmt011744
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017007
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt0120921
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04044
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011744
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017007
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAIGE MCGUIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE LEITNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN MATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA TROFE
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/OtherExpensesTotalAmt061425
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/ProgramServiceExpensesAmt060730
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053833
IRS990EZ/SpecialEventsNetIncomeLossAmt0-15633
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061825
IRS990EZ/TotalProgramServiceExpensesAmt060730
IRS990EZ/TotalRevenueAmt067088
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://STJAMESELEMENTARYPTO.CH2V.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0290772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0210321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0501093
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0120921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0107017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106842
IRS990ScheduleA/Total509Grp/TotalAmt0501093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0120921
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106857
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0501108
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt076083
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt070165
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05918
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052657
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0108020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031937
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-20720
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09963
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052657
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019040
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
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 18HOSPITALITY 10,362INSURANCE 355POSITIVITY PROJECT 2,995PROFESSIONAL DEVELOPMENT 4,316READING COUNTS 996SUPPLIES 323TEACHER CLASSROOM FUND 38,268TEACHER COPIES 199WORDLY WISE 3,293
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA TROFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047361958
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-24
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274635130
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/PreparationDt02023-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William R McLucas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-04T16:45:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TROFE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,007
Liabilities
$0
Net assets
$17,007
Revenue
$67,088
Expenses
$61,825
Net income
$5,263
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