Civic Intelligence

Mcalpine Elementary School PTO

990EZ • Fiscal year 2024 • EIN 82-5253811

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 09, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

32nd percentile

-4.9%

Higher net margin than 32% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-4.5%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$42,989

Down $5,894 (-12%) from 2023

Net Assets

Down

$42,989

Down $5,894 (-12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$119,892

Down $5,600 (-4.5%) from 2023

Expenses

Down

$125,786

Down $4,241 (-3.3%) from 2023

Net Income

Down

-$5,894

Down $1,359 (-30%) from 2023

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

2024

Assets$42,989
Liabilities-
Net Assets$42,989
Open 2024 Filing

Operations Trend

Revenue Growth40th 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

2024

Revenue$119,892
Expenses$125,786
Net Income-$5,894
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 9, 2025
Return Version
2023v6.0
Gross Receipts
$133,207
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.-$123,703
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY PARIDYPresidentPT$0--
JENNIFER BEVERAGESecretary-$0--
CARLA JAYNESTreasurerPT$0--
TANYA ABRAMSVP Communica-$0--
KELLY O'KEEFEAt Large-$0--
LEA FITZPATRICKVP Programs-$0--
MEG CHRISCOEVP Special EPT$0--
KATIE KILLIUSAt Large-$0--
CIARA SAMANAVP BuildingPT$0--
MANDY SLOCUMVP Volunteer-$0--
KATHERINE BENNETTAssistant Tr-$0--
MELISSA GOODNIGHTVP Fundraisi-$0--
LISA CROWEVP Fundraisi-$0--
JEN WALKERAt Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$33,965$33,965$5,807$28,158
Book Fair$10,312$10,312$6,073$4,239
Total Events$44,277$44,277$11,880$32,397
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
2025-01-09
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 2,982 information technology 3,184 insurance 395 student programs 54,573 special projects 6,250 spring fling 15,656 staff appreciation 12,640 beautification 9,968 5th grade trip/graduation 19,538 total 125,186”

Raw XML Appendix186 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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY PARIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER BEVERAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARLA JAYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TANYA ABRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY O'KEEFE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATIE KILLIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CIARA SAMANA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATHERINE BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MELISSA GOODNIGHT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP BUILDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP VOLUNTEER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0125186
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AT MCALPINE ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt029474
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IRS990EZ/TotalExpensesAmt0125786
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 2,982 INFORMATION TECHNOLOGY 3,184 INSURANCE 395 STUDENT PROGRAMS 54,573 SPECIAL PROJECTS 6,250 SPRING FLING 15,656 STAFF APPRECIATION 12,640 BEAUTIFICATION 9,968 5TH GRADE TRIP/GRADUATION 19,538 TOTAL 125,186
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA JAYNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034675734
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-09
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02025-01-16T11:40:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,989
Liabilities
-
Net assets
$42,989
Revenue
$119,892
Expenses
$125,786
Net income
-$5,894
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