Civic Intelligence

Bailey Middle School Parent Teacher Student Organization Inc.

990EZ • Fiscal year 2023 • EIN 85-1511618

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 31, 2022

Organization ProfileBAILEYMIDDLEPTSO.ORG/THE-PTSO
11900 Bailey RoadCornelius, NC 28031

(704) 307-5528

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

9th percentile

-41%

Higher net margin than 9% 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

1st percentile

-68%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$10,004

Down $21,442 (-68%) from 2022

Net Assets

Down

$10,004

Down $21,442 (-68%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin9th percentile

Revenue

Down

$52,806

Down $19,324 (-27%) from 2022

Expenses

Up

$74,248

Up $24,432 (+49%) from 2022

Net Income

Down

-$21,442

Down $43,756 (-196%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$10,004
Liabilities$0
Net Assets$10,004
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$52,806
Expenses$74,248
Net Income-$21,442
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 31, 2022
Return Version
2022v5.0
Gross Receipts
$83,612
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$74,248
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISHA FOSTERPresidentPT$0--
MORGAN WILLIAMSVP FundraisingPT$0--
JODI QUIROZVP CommunicationsPT$0--
MARY ANN MCHUGHVP School SupportPT$0--
MAURA WOZNIAKVP Family EventsPT$0--
SABRINA HUFFMANTreasurerPT$0--
ALISA OGBURNVP School Support Co-ChairPT$0--
MELISSA HARTSecretaryPT$0--
LAURA LONGCo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough----
Discount Cards----
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
Jennifer Saxton
Title
Treasurer
Phone
7043075528
Signed
2022-12-31

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, 67628.”

Form 990EZ, Part I, Line 16

“Communications expense 583.”

Form 990EZ, Part I, Line 16

“Administrative expenses 1037.”

Raw XML Appendix188 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER SAXTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09178802679
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011900 BAILEY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORNELIUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028031
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031446
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010004
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03222
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21442
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031446
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010004
IRS990EZ/FundraisingGrossIncomeAmt058305
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt067628
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt083612
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022085
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010004
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010004
IRS990EZ/OccupancyRentUtltsAndMaintAmt05000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt77.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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/PersonNm0TRISHA FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MORGAN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODI QUIROZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY ANN MCHUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAURA WOZNIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SABRINA HUFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALISA OGBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MELISSA HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LAURA LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP SCHOOL SUPPORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FAMILY EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP SCHOOL SUPPORT CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01620
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER SCHOOL ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt00
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/ProgramServiceExpensesAmt074248
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030806
IRS990EZ/SpecialEventsNetIncomeLossAmt027499
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074248
IRS990EZ/TotalProgramServiceExpensesAmt074248
IRS990EZ/TotalRevenueAmt052806
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BAILEYMIDDLEPTSO.ORG/THE-PTSO
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt058305
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt094996
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0153301
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0216531
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0132919
IRS990ScheduleA/Total509Grp/TotalAmt0216531
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0216531
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DISCOUNT CARDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENTS & ACTIVITIES; SCHOOL EVENTS; BAILEY MIDDLE SCHOOL: 11900 BAILEY ROAD, CORNELIUS, NC, 28031; SCHOOL SUPPORTED, 67628.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNICATIONS EXPENSE 583.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE EXPENSES 1037.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SAXTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043075528
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-31
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/PreparationDt02023-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD O DRY PA
ReturnHeader/ReturnTs02023-12-04T06:19:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAXTON
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
$10,004
Liabilities
$0
Net assets
$10,004
Revenue
$52,806
Expenses
$74,248
Net income
-$21,442
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