Civic Intelligence

Bailey Middle School Parent Teacher Student Organization Inc.

EIN 85-1511618 • 501(c)3 • Cornelius, NC

Pub. 78 EligibleNTEE B94

Profile

Parent teacher school organization

11900 Bailey RoadCornelius, NC 28031

baileymiddleptso.org/THE-PTSO

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

17th percentile

-54%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

38th percentile

-12%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,103

Down $11,652 (-79%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$3,103

Down $11,652 (-79%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$48,910

Down $12,368 (-20%) from 2024

Expenses

Up

$60,562

Up $4,035 (+7.1%) from 2024

Net Income

Down

-$11,652

Down $16,403 (-345%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$40K$30K$20K$10K$0Assets 2022: $31,446Liabilities 2022: $0Net Assets 2022: $31,4462022Assets 2023: $10,004Liabilities 2023: $0Net Assets 2023: $10,0042023Assets 2024: $14,755Liabilities 2024: $0Net Assets 2024: $14,7552024Assets 2025: $3,103Net Assets 2025: $3,1032025

Highlighted filing

2025

Assets$3,103
Liabilities-
Net Assets$3,103
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

$100K$50K$0-$50KRevenue 2022: $72,130Expenses 2022: $49,816Net Income 2022: $22,3142022Revenue 2023: $52,806Expenses 2023: $74,248Net Income 2023: -$21,4422023Revenue 2024: $61,278Expenses 2024: $56,527Net Income 2024: $4,7512024Revenue 2025: $48,910Expenses 2025: $60,562Net Income 2025: -$11,6522025

Highlighted filing

2025

Revenue$48,910
Expenses$60,562
Net Income-$11,652
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,103
Liabilities
-
Net assets
$3,103
Revenue
$48,910
Expenses
$60,562
Net income
-$11,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.10$3.10$48.9$60.6$11.7
2024Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$61.3$56.5$4.75
2023Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$52.8$74.2$21.4
2022Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$72.1$49.8$22.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 7, 2025
Return Version
2024v5.2
Gross Receipts
$82,367
Mission and Program Overview

Mission

Parent teacher school organization

Program Services

DescriptionGrantsExpenses
SUPPORT FOR THE BAILEY MIDDLE SCHOOL COMMUNITY, ENCOURAGEMENTOF PARENT PARTICIPATION IN SCHOOL ACTIVITIES, ANDFINANCIAL ASSISTANCE TO DRIVE STUDENT SUCCESS.$0$60,562
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN WILLIAMSPresidentPT$0--
KRISSY LENKAITISCo-PresidentPT$0--
LIZ MILLSVP Fundraising-$0--
LISA PRICEVP Communications-$0--
TRISHA FOSTERVP School Support-$0--
SHANNON MYERSVP Family Events-$0--
SABRINA HUFFMANTreasurer-$0--
MELISSA HARTSecretary-$0--
JASON BISSINGERPrinciapl-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Discount Cards$35,898$35,898$17,899$17,999
Spring Fundraiser$5,943$5,943$4,497$1,446
Total Events$47,744$47,744$30,125$17,619
Filing and Contact Details

Filer

Filer Name
Bailey Middle School Ptso
EIN
85-1511618
Phone
7043075528
Address
11900 BAILEY ROAD, CORNELIUS, NC 28031

Signing Officer

Name
Sabrina Huffman
Title
Treasurer
Phone
7043075528
Signed
2025-08-07

Preparer

Firm
Gerald O Dry PA
Address
211 Le Phillip Ct NE, Concord, NC 28025
Preparer
Gerald O Dry PA
Phone
7047883500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Events & activities; school events; bailey middle school : 11900 bailey road, cornelius, nc, 28031; school supported, 53997.”

Form 990EZ, Part I, Line 10

“Hough high school scholarship; grant; bailey middle school: 11900 bailey road, cornelius, nc, 28031; school supported, 1000.”

Form 990EZ, Part I, Line 16

“Administrative expenses 2065.”

Raw XML Appendix206 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07043075528
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORNELIUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028031
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014755
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11652
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt047944
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt054997
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt082367
IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014755
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IRS990EZ/OccupancyRentUtltsAndMaintAmt03500
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MORGAN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISSY LENKAITIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LIZ MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRISHA FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHANNON MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SABRINA HUFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MELISSA HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JASON BISSINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP SCHOOL SUPPORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FAMILY EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRINCIAPL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02065
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER SCHOOL ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt030244
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR THE BAILEY MIDDLE SCHOOL COMMUNITY, ENCOURAGEMENTOF PARENT PARTICIPATION IN SCHOOL ACTIVITIES, ANDFINANCIAL ASSISTANCE TO DRIVE STUDENT SUCCESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060562
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033457
IRS990EZ/SpecialEventsNetIncomeLossAmt014487
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060562
IRS990EZ/TotalProgramServiceExpensesAmt060562
IRS990EZ/TotalRevenueAmt048910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BAILEYMIDDLEPTSO.ORG/THE-PTSO
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt047944
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt063873
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt058305
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt094996
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0265118
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0399952
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132919
IRS990ScheduleA/Total509Grp/TotalAmt0399952
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399952
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030125
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DISCOUNT CARDS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047744
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017619
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07729
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030125
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENTS & ACTIVITIES; SCHOOL EVENTS; BAILEY MIDDLE SCHOOL : 11900 BAILEY ROAD, CORNELIUS, NC, 28031; SCHOOL SUPPORTED, 53997.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOUGH HIGH SCHOOL SCHOLARSHIP; GRANT; BAILEY MIDDLE SCHOOL: 11900 BAILEY ROAD, CORNELIUS, NC, 28031; SCHOOL SUPPORTED, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE EXPENSES 2065.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SABRINA HUFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043075528
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAILEY MIDDLE SCHOOL PTSO
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0851511618
ReturnHeader/Filer/PhoneNum07043075528
ReturnHeader/Filer/USAddress/AddressLine1Txt011900 BAILEY ROAD
ReturnHeader/Filer/USAddress/CityNm0CORNELIUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561934369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerald O Dry PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 Le Phillip Ct NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028025
ReturnHeader/PreparerPersonGrp/PhoneNum07047883500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerald O Dry PA
ReturnHeader/ReturnTs02025-09-19T07:30:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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