Civic Intelligence

Bailey Middle School Parent Teacher Student Organization Inc.

990EZ • Fiscal year 2022 • EIN 85-1511618

Jul 01, 2021 to Jun 30, 2022 • Filed on May 25, 2023

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

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Net Margin

70th percentile

31%

Higher net margin than 70% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

$31,446

No earlier filing loaded for comparison.

Net Assets

$31,446

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin70th percentile

Revenue

$72,130

No earlier filing loaded for comparison.

Expenses

$49,816

No earlier filing loaded for comparison.

Net Income

$22,314

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2022

Assets$31,446
Liabilities$0
Net Assets$31,446
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue$72,130
Expenses$49,816
Net Income$22,314
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 25, 2023
Return Version
2021v4.1
Gross Receipts
$132,919
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$49,816
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISHA FOSTERPresidentPT$0--
MORGAN WILLIAMSVP Fundraising-$0--
JODI QUIROZVP Communications-$0--
MARY ANN MCHUGHVP School Support-$0--
MAURA WOZNIAKVP Family Events-$0--
SABRINA HUFFMANTreasurer-$0--
NICOLE MONACELLMember At Large-$0--
STACEY SIEGELSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Discount Cards$46,084$46,084$23,000$23,084
Cookie Dough$30,406$30,406$18,752$11,654
Total Events$93,402$93,402$49,275$44,127
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
2023-05-25

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

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

Form 990EZ, Part I, Line 10

“Events & activities; school events; bailey middle school: 11900 bailey road, cornelius, nc, 28031; school supported, 44322.”

Form 990EZ, Part I, Line 16

“Communications expense 305.”

Form 990EZ, Part I, Line 16

“Administrative expenses 689.”

Raw XML Appendix195 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/PersonNm0SABRINA HUFFMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07043075528
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORNELIUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028031
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09132
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031446
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05893
IRS990EZ/CostOfGoodsSoldAmt0285
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt022314
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045322
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-285
IRS990EZ/GrossReceiptsAmt0132919
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt032030
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt031446
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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/PersonNm6NICOLE MONACELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACEY SIEGEL
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/TitleTxt6MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0994
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/ProgramServiceExpensesAmt049816
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt060504
IRS990EZ/SpecialEventsNetIncomeLossAmt034492
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049816
IRS990EZ/TotalProgramServiceExpensesAmt049816
IRS990EZ/TotalRevenueAmt072130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BAILEYMIDDLEPTSO.ORG/THE-PTSO
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt094996
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt094996
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt0132919
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132919
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132919
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049275
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DISCOUNT CARDS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt046084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt046084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093402
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044127
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07523
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt049275
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018752
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt023000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOUGH HIGH SCHOOL SCHOLARSHIP; GRANT; BAILEY MIDDLE SCHOOL : 11900 BAILEY ROAD, CORNELIUS, NC, 28031; SCHOOL SUPPORTED, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENTS & ACTIVITIES; SCHOOL EVENTS; BAILEY MIDDLE SCHOOL: 11900 BAILEY ROAD, CORNELIUS, NC, 28031; SCHOOL SUPPORTED, 44322.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNICATIONS EXPENSE 305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE EXPENSES 689.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SABRINA HUFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043075528
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-25
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/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/PreparationDt02023-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD O DRY PA
ReturnHeader/ReturnTs02023-05-25T13:02:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SABRINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUFFMAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,446
Liabilities
$0
Net assets
$31,446
Revenue
$72,130
Expenses
$49,816
Net income
$22,314
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