Civic Intelligence

Mcalpine Elementary School PTO

990EZ • Fiscal year 2021 • EIN 82-5253811

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 28, 2021

9100 Carswell LaneCharlotte, NC 28277-3561

(980) 343-3750

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.00x

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

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Net Margin

50th percentile

-2.1%

Higher net margin than 50% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

-3.9%

Faster asset growth than 49% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

-33%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$53,536

Down $2,175 (-3.9%) from 2020

Net Assets

Down

$53,536

Down $2,175 (-3.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$82,678

Down $41,519 (-33%) from 2020

Expenses

Down

$84,447

Down $54,701 (-39%) from 2020

Net Income

Up

-$1,769

Up $13,182 (+88%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2019: $70,661Liabilities 2019: $0Net Assets 2019: $70,6612019Assets 2020: $55,711Liabilities 2020: $0Net Assets 2020: $55,7112020Assets 2021: $53,536Liabilities 2021: $0Net Assets 2021: $53,5362021Assets 2022: $53,418Liabilities 2022: $0Net Assets 2022: $53,4182022Assets 2023: $48,883Liabilities 2023: $0Net Assets 2023: $48,8832023Assets 2024: $42,989Net Assets 2024: $42,9892024Assets 2025: $40,977Net Assets 2025: $40,9772025

Highlighted filing

2021

Assets$53,536
Liabilities$0
Net Assets$53,536

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2019: $179,379Expenses 2019: $108,718Net Income 2019: $70,6612019Revenue 2020: $124,197Expenses 2020: $139,148Net Income 2020: -$14,9512020Revenue 2021: $82,678Expenses 2021: $84,447Net Income 2021: -$1,7692021Revenue 2022: $139,980Expenses 2022: $140,098Net Income 2022: -$1182022Revenue 2023: $125,492Expenses 2023: $130,027Net Income 2023: -$4,5352023Revenue 2024: $119,892Expenses 2024: $125,786Net Income 2024: -$5,8942024Revenue 2025: $92,574Expenses 2025: $94,586Net Income 2025: -$2,0122025

Highlighted filing

2021

Revenue$82,678
Expenses$84,447
Net Income-$1,769
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 28, 2021
Return Version
2020v4.0
Gross Receipts
$82,678
Mission and Program Overview

Mission

Child Advocacy at McApline Elementary

CHILD ADVOCACY.

Program Services

DescriptionGrantsExpenses
TO SUPPORT, ENRICH AND EDUCATE STUDENTS THROUGH TECHNOLOGY ENHANCEMENT AT THE SCHOOL. TO ENHANCE STUDENTS LEARNING THROUGH SUPPLEMENTAL CURRICULUM MATERIALS, MEDIA BOOKS AND CLASSROOM MATERIALS.-$79,535
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTY HAIRCo TreasurerPT$0--
LISA SHAPIROCo TreasurerPT$0--
CATHERINE LAURENZIPresidentPT$0--
SUZANNE PHILLIPSVP CommunicaPT$0--
APRIL DODGEVP FundraisiPT$0--
KATIE KILLIUSVP VolunteerPT$0--
STACEY HOWELLVP ProgramsPT$0--
MEG CHRISCOESec & VP SpePT$0--
SCOTT O'CONNELLVP BuildingPT$0--
AMY PARIDYSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Mcalpine Elementary School Pto
EIN
82-5253811
Phone
9803433750
Address
9100 CARSWELL LANE, CHARLOTTE, NC 28277-3561

Signing Officer

Name
Christy Hair
Title
Co Treasurer
Phone
9803433750
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Mary J Green CPA Pllc
Address
7301 CARMEL EXECUTIVE PARK DR STE 3, CHARLOTTE, NC 28226
Preparer
Mary J Green CPA
Phone
7047527771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Fifth grade cost of goods sold 2,746 boosterthon cost of goods sold 19,595 fall family fun night cost of goods sold 309 scholastic book fair cost of goods sold 234 yearbook cost of goods sold 4,782 agendas cost of goods sold 925 expenses admin, office supplies & tone 1,638 website 2,029 liability insurance 395 clubs 5,926 hospitality & staff appre 7,002 kinder coordinator suppli 322 media center fund 4,998 principals discretionary 388 pto discretionary 6,303 room parent supplies & ac 1,355 school beautification fun 5,670 school technology & supsc 6,942 student care 263 supplemental materials 915 teacher classroom startup 2,920 teacher end of year gifts 6,200 fifth grade graduation 1,656 parent packs open house 84 total 83,597

Form 990-ez, Part I, Line 20

PRIOR PERIOD ADJ -406

Raw XML Appendix183 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3SUZANNE PHILLIPS
CompensationExplanation/CompensationExplanationGrp/PersonNm4APRIL DODGE
CompensationExplanation/CompensationExplanationGrp/PersonNm5KATIE KILLIUS
CompensationExplanation/CompensationExplanationGrp/PersonNm6STACEY HOWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm7MEG CHRISCOE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY PARIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP VOLUNTEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SEC & VP SPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP BUILDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-406
IRS990EZ/OtherExpensesTotalAmt083597
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIFTH GRADE COST OF GOODS SOLD 2,746 BOOSTERTHON COST OF GOODS SOLD 19,595 FALL FAMILY FUN NIGHT COST OF GOODS SOLD 309 SCHOLASTIC BOOK FAIR COST OF GOODS SOLD 234 YEARBOOK COST OF GOODS SOLD 4,782 AGENDAS COST OF GOODS SOLD 925 EXPENSES ADMIN, OFFICE SUPPLIES & TONE 1,638 WEBSITE 2,029 LIABILITY INSURANCE 395 CLUBS 5,926 HOSPITALITY & STAFF APPRE 7,002 KINDER COORDINATOR SUPPLI 322 MEDIA CENTER FUND 4,998 PRINCIPALS DISCRETIONARY 388 PTO DISCRETIONARY 6,303 ROOM PARENT SUPPLIES & AC 1,355 SCHOOL BEAUTIFICATION FUN 5,670 SCHOOL TECHNOLOGY & SUPSC 6,942 STUDENT CARE 263 SUPPLEMENTAL MATERIALS 915 TEACHER CLASSROOM STARTUP 2,920 TEACHER END OF YEAR GIFTS 6,200 FIFTH GRADE GRADUATION 1,656 PARENT PACKS OPEN HOUSE 84 TOTAL 83,597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJ -406
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY HAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803433750
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCALPINE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0MCAL
ReturnHeader/Filer/EIN0825253811
ReturnHeader/Filer/PhoneNum09803433750
ReturnHeader/Filer/USAddress/AddressLine1Txt09100 CARSWELL LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282773561
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640964805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY J GREEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 CARMEL EXECUTIVE PARK DR STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028226
ReturnHeader/PreparerPersonGrp/PhoneNum07047527771
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY J GREEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-08T12:27:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAIR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings