Civic Intelligence

Sandy Ridge Elementary PTO Inc.

990EZ • Fiscal year 2020 • EIN 85-4090523

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
10101 Waxhaw Manor DriveWaxhaw, NC 28173

(573) 587-9896

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.00x

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

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

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

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

$8,606

No earlier filing loaded for comparison.

Net Assets

$8,606

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin98th percentile

Revenue

$8,911

No earlier filing loaded for comparison.

Expenses

$305

No earlier filing loaded for comparison.

Net Income

$8,606

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.

$100K$50K$0Assets 2020: $8,606Liabilities 2020: $0Net Assets 2020: $8,6062020Assets 2021: $81,222Liabilities 2021: $0Net Assets 2021: $81,2222021Assets 2022: $95,096Liabilities 2022: $0Net Assets 2022: $95,0962022Assets 2023: $53,199Liabilities 2023: $0Net Assets 2023: $53,1992023Assets 2024: $38,784Liabilities 2024: $0Net Assets 2024: $38,7842024

Highlighted filing

2020

Assets$8,606
Liabilities$0
Net Assets$8,606
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2020: $8,911Expenses 2020: $305Net Income 2020: $8,6062020Revenue 2021: $89,471Expenses 2021: $16,855Net Income 2021: $72,6162021Revenue 2022: $78,008Expenses 2022: $64,134Net Income 2022: $13,8742022Revenue 2023: $32,214Expenses 2023: $74,111Net Income 2023: -$41,8972023Revenue 2024: $58,280Expenses 2024: $72,695Net Income 2024: -$14,4152024

Highlighted filing

2020

Revenue$8,911
Expenses$305
Net Income$8,606
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$8,911
Mission and Program Overview

Mission

Child advocacy

Program Services

DescriptionGrantsExpenses
No 2020 activities--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
April HelwegeTreasurer-$0--
Jo SorensonPresident-$0--
Sarah SchnellSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sandy Ridge Elementary PTO Inc
EIN
85-4090523
Address
10101 Waxhaw Manor Drive, Waxhaw, NC 28173

Signing Officer

Name
April Helwege
Title
Treasurer
Signed
2021-11-08
Discuss with paid preparer
No

Preparer

Firm
David K RayeCPA PC
Address
7330 Reynard Lane, Charlotte, NC 28215
Preparer
David Raye
Phone
7045939695
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank charges 305”

Raw XML Appendix120 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/PersonNm0April Helwege
IRS990EZ/BooksInCareOfDetail/PhoneNum05735879896
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010101 Waxhaw Manor Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waxhaw
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08606
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08911
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08606
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08606
IRS990EZ/GrossReceiptsAmt08911
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08606
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08606
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0April Helwege
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jo Sorenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Schnell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0305
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0No 2020 activities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0305
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08911
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08911
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt08911
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08911
IRS990ScheduleA/Total509Grp/TotalAmt08911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank charges 305
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0April Helwege
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sandy Ridge Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0854090523
ReturnHeader/Filer/USAddress/AddressLine1Txt010101 Waxhaw Manor Drive
ReturnHeader/Filer/USAddress/CityNm0Waxhaw
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028173
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562180811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David K RayeCPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07330 Reynard Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028215
ReturnHeader/PreparerPersonGrp/PhoneNum07045939695
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Raye
ReturnHeader/ReturnTs02021-11-08T13:59:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0April
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Helwege
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,606
Liabilities
$0
Net assets
$8,606
Revenue
$8,911
Expenses
$305
Net income
$8,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.8$0.00$38.8$58.3$72.7$14.4
2023Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$32.2$74.1$41.9
2022Detailed filing. Detailed filing data is available for this year.$95.1$0.00$95.1$78.0$64.1$13.9
2021Detailed filing. Detailed filing data is available for this year.$81.2$0.00$81.2$89.5$16.9$72.6
2020Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$8.91$0.31$8.61