Civic Intelligence

Mcalpine Elementary School PTO

990EZ • Fiscal year 2023 • EIN 82-5253811

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 23, 2023

Organization ProfileN/A
9100 Carswell LaneCharlotte, NC 28277

(803) 467-5734

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Net Margin

33rd percentile

-3.6%

Higher net margin than 33% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-8.5%

Faster asset growth than 30% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$48,883

Down $4,535 (-8.5%) from 2022

Net Assets

Down

$48,883

Down $4,535 (-8.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin33rd percentile

Revenue

Down

$125,492

Down $14,488 (-10%) from 2022

Expenses

Down

$130,027

Down $10,071 (-7.2%) from 2022

Net Income

Down

-$4,535

Down $4,417 (-3743%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2023

Assets$48,883
Liabilities$0
Net Assets$48,883
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

2023

Revenue$125,492
Expenses$130,027
Net Income-$4,535
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$160,449
Mission and Program Overview

Mission

Child Advocacy at McApline Elementary

Child advocacy at mcalpine elementary

Program Services

DescriptionGrantsExpenses
TO SUPPORT, ENRICH AND EDUCATE STUDENTS THROUGH TECHNOLOGY ENHANCEMENT AT THE SCHOOL. TO ENHANCE STUDENTS LEARNING THROUGH SUPPLEMENTAL CURRICULUM MATERIALS, MEDIA AND BOOKS.-$130,258
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY PARIDYPresidentPT$0--
KRYSTLE HATLEYSecretary-$0--
CARLA JAYNESTreasurerPT$0--
TANYA ABRAMSVP Communica-$0--
APRIL DODGEVP FundraisiPT$0--
KELLY O'KEEFEVP Volunteer-$0--
LEA FITZPATRICKVP Programs-$0--
MEG CHRISCOEVP Special EPT$0--
KATIE KILLIUSVP Building-$0--
CIARA SAMANAAt Large-$0--
MANDY SLOCUMAt Large-$0--
AMANDA WARDAt Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$50,218$50,218$25,413$24,805
Book Fair$12,116$12,116$7,745$4,371
Total Events$62,334$62,334$33,158$29,176
Filing and Contact Details

Filer

Filer Name
Mcalpine Elementary School Pto
EIN
82-5253811
Phone
8034675734
Address
9100 CARSWELL LANE, CHARLOTTE, NC 28277

Signing Officer

Name
Carla Jaynes
Title
Treasurer
Phone
8034675734
Signed
2023-10-23
Discuss with paid preparer
Yes

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 6,398 insurance 395 student programs 45,625 special projects 20,000 spring fling 17,684 staff appreciation 13,342 fifth grade fundraising 12,290 beautification 9,947 fifth grade graduation 2,028 afterschool clubs 1,562 total 129,271”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TANYA ABRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4APRIL DODGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLY O'KEEFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEA FITZPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MEG CHRISCOE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP VOLUNTEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PROGRAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9AT LARGE
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0129271
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0130258
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055545
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030135
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012116
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025413
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 6,398 INSURANCE 395 STUDENT PROGRAMS 45,625 SPECIAL PROJECTS 20,000 SPRING FLING 17,684 STAFF APPRECIATION 13,342 FIFTH GRADE FUNDRAISING 12,290 BEAUTIFICATION 9,947 FIFTH GRADE GRADUATION 2,028 AFTERSCHOOL CLUBS 1,562 TOTAL 129,271
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA JAYNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034675734
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCALPINE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0MCAL
ReturnHeader/Filer/EIN0825253811
ReturnHeader/Filer/PhoneNum08034675734
ReturnHeader/Filer/USAddress/AddressLine1Txt09100 CARSWELL LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262669494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES GOLDSTEIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02023-12-18T10:47:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAYNES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,883
Liabilities
$0
Net assets
$48,883
Revenue
$125,492
Expenses
$130,027
Net income
-$4,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.93$0.95$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.20$1.26$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.25$1.30$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.40$1.40$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.83$0.84$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.24$1.39$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.79$1.09$0.71