Civic Intelligence

Sun Valley Elementary School PTO

EIN 83-0510588 • 501(c)3 • Indian Trail, NC

Profile

EDUCATIONAL

2029 Bridleside CourtIndian Trail, NC 28079

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-68%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-31%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$11,596

Down $5,108 (-31%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$11,596

Down $5,108 (-31%) from 2015

Revenue

Up

$14,505

Up $14,505 from 2015

Expenses

Up

$24,329

Up $24,329 from 2015

Net Income

Down

-$9,824

Down $9,824 from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2015: $16,704Liabilities 2015: $0Net Assets 2015: $16,7042015Assets 2016: $11,596Liabilities 2016: $0Net Assets 2016: $11,5962016

Highlighted filing

2016

Assets$11,596
Liabilities$0
Net Assets$11,596

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $14,505Expenses 2016: $24,329Net Income 2016: -$9,8242016

Highlighted filing

2016

Revenue$14,505
Expenses$24,329
Net Income-$9,824

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$59,256
Mission and Program Overview

Mission

EDUCATIONAL

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO SUN VALLEY ELEMENTARY SCHOOL$16,847$16,847
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYBRE GRUNOWPresidentPT$0--
HEATHER KARRIKER1st Vice PresidentPT$0--
CEIL PARRAMORE2nd Vice PresidentPT$0--
REBECCA QUILESTreasurerPT$0--
ALI MINORSecretary-$0--
PAM MARTINHospitalityPT$0--
JESSICA NICELYHospitalityPT$0--
KAMAL SINGHRoom Parent Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$39,666$39,666$22,523$17,143
Holiday Shop$7,628$7,628$13,601$-5,973
Total Events$53,827$53,827$44,733$9,094
Filing and Contact Details

Filer

Filer Name
Sun Valley Elementary School Pto
EIN
83-0510588
Phone
9178473497
Address
2029 Bridleside Court, INDIAN TRAIL, NC 28079

Signing Officer

Name
Rebecca Quiles
Title
Treasurer
Phone
9178473497
Signed
2017-10-12

Preparer

Firm
Sue Faber CPA
Address
5321 Saddlewood Lane, Charlotte, NC 28227
Preparer
Sue Faber CPA
Phone
7045739223
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

HOSPITALITY 372.

Form 990EZ, Part I, Line 16

INSURANCE 660.

Form 990EZ, Part I, Line 16

BANKING EXPENSE 374.

Form 990EZ, Part I, Line 16

Reimbursement for classroom supplies, library supplies, boosterthon bonuses and volunteer breakfast

Form 990EZ, Part I, Line 16

SCHOOL SUPPORT 1835.

Form 990EZ, Part I, Line 16

APPRECIATION WEEK 1045.

Form 990EZ, Part I, Line 16

BACK TO SCHOOL 935.

Form 990EZ, Part I, Line 16

TEACHERS BIRTHDAYS 46.

Form 990EZ, Part I, Line 16

Teachers end of year celebration 340.

Form 990EZ, Part I, Line 16

Teachers miscellaneous 932.

Form 990EZ, Part I, Line 16

Lakeshore learing expenses 439.

Form 990EZ, Part I, Line 16

MISCELLANEOUS 50.

Form 990EZ, Part I, Line 16

HOSPITALITY 555.

Form 990EZ, Part I, Line 16

General pto supplies 1353.

Form 990EZ, Part I, Line 16

SCHOOL STORE 337.

Form 990EZ, Part I, Line 16

BOX TOPS 35.

Form 990EZ, Part I, Line 16

MEALS 9.

Raw XML Appendix196 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/PersonNm7KAMAL SINGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ROOM PARENT COORDINATOR
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IRS990EZ/ProgramServiceRevenueAmt02754
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOSPITALITY 372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANKING EXPENSE 374.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REIMBURSEMENT FOR CLASSROOM SUPPLIES, LIBRARY SUPPLIES, BOOSTERTHON BONUSES AND VOLUNTEER BREAKFAST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL SUPPORT 1835.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5APPRECIATION WEEK 1045.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BACK TO SCHOOL 935.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHERS BIRTHDAYS 46.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHERS END OF YEAR CELEBRATION 340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHERS MISCELLANEOUS 932.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LAKESHORE LEARING EXPENSES 439.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HOSPITALITY 555.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GENERAL PTO SUPPLIES 1353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCHOOL STORE 337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15BOX TOPS 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEALS 9.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA QUILES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09178473497
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN VALLEY ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUNV
ReturnHeader/Filer/EIN0830510588
ReturnHeader/Filer/PhoneNum09178473497
ReturnHeader/Filer/USAddress/AddressLine1Txt02029 Bridleside Court
ReturnHeader/Filer/USAddress/CityNm0INDIAN TRAIL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028079
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.75.212.58
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm021:03:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sue Faber CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05321 Saddlewood Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum07045739223
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T21:03:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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