Civic Intelligence

Sandy Ridge Elementary PTO Inc.

990EZ • Fiscal year 2021 • EIN 85-4090523

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

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

74th percentile

0.00x

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

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

81%

Higher net margin than 94% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Asset Growth

99th percentile

844%

Faster asset growth than 99% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

904%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$81,222

Up $72,616 (+844%) from 2020

Net Assets

Up

$81,222

Up $72,616 (+844%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin94th percentile

Revenue

Up

$89,471

Up $80,560 (+904%) from 2020

Expenses

Up

$16,855

Up $16,550 (+5426%) from 2020

Net Income

Up

$72,616

Up $64,010 (+744%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2021

Assets$81,222
Liabilities$0
Net Assets$81,222
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

2021

Revenue$89,471
Expenses$16,855
Net Income$72,616
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$132,204
Mission and Program Overview

Mission

Child advocacy

Program Services

DescriptionGrantsExpenses
Faculty/Staff Appreciation-$6,997
Student Enrichment Programs-$3,738
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
April HelwegeTreasurer-$0--
Leigh GraingerPresident-$0--
Jean SoSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$70,423$70,423$32,962$37,461
Feed the Ram$15,699$15,699-$15,699
Total Events$119,899$119,899$42,733$77,166
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
2022-10-31
Discuss with paid preparer
Yes

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 revenue Part I line 8

“Description AmountSponsorships 9,500”

List of grants and similar amounts paid Part I line 10

“Activity Faculty & Staff Appreciation Amount 6,997Activity Student Enrichment programs Amount 3,738”

Description of other expenses Part I line 16

“Description AmountBank charges 163Insurance 603Miscellaneous 1,544Signs 1,280Website 758Schoolwide Events 1,484Membership expense 38”

Raw XML Appendix156 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/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/BOYAmt08606
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081222
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01412
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt072616
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08606
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081222
IRS990EZ/FundraisingGrossIncomeAmt0119899
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010735
IRS990EZ/GrossReceiptsAmt0132204
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01393
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08606
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081222
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08606
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081222
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/PersonNm1Leigh Grainger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jean So
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05870
IRS990EZ/OtherRevenueTotalAmt09500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Faculty/Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Enrichment Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06997
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13738
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042733
IRS990EZ/SpecialEventsNetIncomeLossAmt077166
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016855
IRS990EZ/TotalProgramServiceExpensesAmt010735
IRS990EZ/TotalRevenueAmt089471
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0132204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141115
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0141115
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08911
IRS990ScheduleA/Total509Grp/TotalAmt0141115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0132204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0141115
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042733
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Feed the Ram
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033777
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0119899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033777
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0119899
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt077166
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09771
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042733
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032962
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSponsorships 9,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Faculty & Staff Appreciation Amount 6,997Activity Student Enrichment programs Amount 3,738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBank charges 163Insurance 603Miscellaneous 1,544Signs 1,280Website 758Schoolwide Events 1,484Membership expense 38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description 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/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0April Helwege
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
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/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Raye
ReturnHeader/ReturnTs02022-11-09T16:59:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0April
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Helwege
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,222
Liabilities
$0
Net assets
$81,222
Revenue
$89,471
Expenses
$16,855
Net income
$72,616
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