Civic Intelligence

Rea View Elementary PTO

990EZ • Fiscal year 2019 • EIN 83-1550322

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

320 Reid Dairy RoadWaxhaw, NC 28173

(704) 290-1524

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.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.00x

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

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Net Margin

53rd percentile

7.3%

Higher net margin than 53% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$13,303

No earlier filing loaded for comparison.

Net Assets

$13,303

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$182,796

No earlier filing loaded for comparison.

Expenses

$169,493

No earlier filing loaded for comparison.

Net Income

$13,303

No earlier filing loaded for comparison.

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: $13,303Liabilities 2019: $0Net Assets 2019: $13,3032019Assets 2020: $21,615Liabilities 2020: $02020Assets 2021: $31,755Liabilities 2021: $0Net Assets 2021: $31,7552021Assets 2022: $37,067Liabilities 2022: $0Net Assets 2022: $37,0672022Assets 2023: $57,152Liabilities 2023: $0Net Assets 2023: $57,1522023Assets 2024: $65,825Liabilities 2024: $0Net Assets 2024: $65,8252024Assets 2025: $60,221Net Assets 2025: $60,2212025

Highlighted filing

2019

Assets$13,303
Liabilities$0
Net Assets$13,303

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $182,796Expenses 2019: $169,493Net Income 2019: $13,3032019Revenue 2020: $131,758Expenses 2020: $123,446Net Income 2020: $8,3122020Revenue 2021: $69,188Expenses 2021: $59,048Net Income 2021: $10,1402021Revenue 2022: $130,070Expenses 2022: $124,758Net Income 2022: $5,3122022Revenue 2023: $145,815Expenses 2023: $125,730Net Income 2023: $20,0852023Revenue 2024: $116,041Expenses 2024: $107,368Net Income 2024: $8,6732024Revenue 2025: $141,925Expenses 2025: $147,528Net Income 2025: -$5,6032025

Highlighted filing

2019

Revenue$182,796
Expenses$169,493
Net Income$13,303
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.1
Gross Receipts
$182,796
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TECHNOLOGYEDUCATIONAL MATERIALS PURCHASE OF EDUCATIONAL MATERIALS FOR STUDENTS CLASSROOMS AND MEDIA CENTER-$80,967
VARIOUS SCHOOL SUPPORT PROGRAMS INCLUDING GENERAL SCHOOL IMPROVEMENTS GROUNDS AND PLAYGROUND MAINTENANCE-$37,617
SEE SCHEDULE O-$25,541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY MAGGIOPresidentPT$0--
JAMIE PARSONSTreasurerPT$0--
MICHELLE TAYLORVice PresidentPT$0--
JODI POLLACKSecretary-$0--
CARRIE BEREDOVPPT$0--
BETH KLEPARVP-$0--
CATHERINE GOODFELLOWVPPT$0--
STACY GILBERTAsst Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rea View Elementary Pto
EIN
83-1550322
Address
320 REID DAIRY ROAD, WAXHAW, NC 28173

Signing Officer

Name
Jamie Parsons
Title
Treasurer
Phone
7042901524
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Digital Tax Advisory LLC
Address
5910 WAXHAW HWY STE C, MINERAL SPRINGS, NC 28108
Preparer
Yorda Kidane - EA
Phone
7046593109
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountfriends of rea view elementary 2,200back to school kits 612aim association insurance refund 37

Description of other expenses Part I line 16

Description amountaim association insurance 395other costs 62accounting services 22accounting fees 8cc fees - tsys merchant solutio 2,154cc fees - square card reader 101amounts paid to rea view elementary 20,000spirit wear 3,237coupon books 4,818pumpkin decorating contest 91gingerbread night 1,732spring fling 3,117family sporting events 2,647fall book fair 5,348spring book fair 4,665fall enrichment club 12,971spring enrichment club 2,280outdoor enhancements 745all pro dads 5,187boosterathon 33,756spirit committee 372sponsorship 481support staff gifts 25,060community service 170website 62birthday books 1,321classroom enhancements 13,415grounds beautification 267fifth grade celebration 1,500staff appreciation 7,059volunteer appreciation 229welcome committee 345support staff 6,000classroom t-shirts 2,648classroom supplies 4,602

Raw XML Appendix167 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/PersonNm0ASHLEY MAGGIO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JODI POLLACK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETH KLEPAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CATHERINE GOODFELLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACY GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASST TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt0166867
IRS990EZ/OtherRevenueTotalAmt02849
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt0182796
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0179946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFRIENDS OF REA VIEW ELEMENTARY 2,200BACK TO SCHOOL KITS 612AIM ASSOCIATION INSURANCE REFUND 37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTAIM ASSOCIATION INSURANCE 395OTHER COSTS 62ACCOUNTING SERVICES 22ACCOUNTING FEES 8CC FEES - TSYS MERCHANT SOLUTIO 2,154CC FEES - SQUARE CARD READER 101AMOUNTS PAID TO REA VIEW ELEMENTARY 20,000SPIRIT WEAR 3,237COUPON BOOKS 4,818PUMPKIN DECORATING CONTEST 91GINGERBREAD NIGHT 1,732SPRING FLING 3,117FAMILY SPORTING EVENTS 2,647FALL BOOK FAIR 5,348SPRING BOOK FAIR 4,665FALL ENRICHMENT CLUB 12,971SPRING ENRICHMENT CLUB 2,280OUTDOOR ENHANCEMENTS 745ALL PRO DADS 5,187BOOSTERATHON 33,756SPIRIT COMMITTEE 372SPONSORSHIP 481SUPPORT STAFF GIFTS 25,060COMMUNITY SERVICE 170WEBSITE 62BIRTHDAY BOOKS 1,321CLASSROOM ENHANCEMENTS 13,415GROUNDS BEAUTIFICATION 267FIFTH GRADE CELEBRATION 1,500STAFF APPRECIATION 7,059VOLUNTEER APPRECIATION 229WELCOME COMMITTEE 345SUPPORT STAFF 6,000CLASSROOM T-SHIRTS 2,648CLASSROOM SUPPLIES 4,602
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE PARSONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042901524
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REA VIEW ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0REAV
ReturnHeader/Filer/EIN0831550322
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 REID DAIRY ROAD
ReturnHeader/Filer/USAddress/CityNm0WAXHAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028173
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ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTm022:24:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824288351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Digital Tax Advisory LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05910 WAXHAW HWY STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINERAL SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028108
ReturnHeader/PreparerPersonGrp/PhoneNum07046593109
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yorda Kidane - EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-15T22:23:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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