Civic Intelligence

Sandy Ridge Elementary PTO Inc.

990EZ • Fiscal year 2022 • EIN 85-4090523

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 06, 2023

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

75th percentile

0.00x

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

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.00x

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

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Net Margin

61st percentile

18%

Higher net margin than 61% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Asset Growth

62nd percentile

17%

Faster asset growth than 62% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$95,096

Up $13,874 (+17%) from 2021

Net Assets

Up

$95,096

Up $13,874 (+17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin61st percentile

Revenue

Down

$78,008

Down $11,463 (-13%) from 2021

Expenses

Up

$64,134

Up $47,279 (+281%) from 2021

Net Income

Down

$13,874

Down $58,742 (-81%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2022

Assets$95,096
Liabilities$0
Net Assets$95,096
Open 2022 Filing

Operations Trend

Revenue Growth18th 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

2022

Revenue$78,008
Expenses$64,134
Net Income$13,874
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$114,690
Mission and Program Overview

Mission

Child advocacy

Program Services

DescriptionGrantsExpenses
Faculty/Staff Appreciation-$10,360
Student Enrichment Programs-$2,407
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
April HelwegeTreasurer-$0--
Chudney DrewPresident-$0--
Ann Marie WhaleySecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$62,085$62,085$27,391$34,694
Book Fair$14,090$14,090$7,620$6,470
Total Events$98,792$98,792$36,682$62,110
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
Phone
5735879896
Signed
2023-11-06
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 6,000”

Description of other expenses Part I line 16

“Description AmountBank charges 56Insurance 878Membership Raffle 50Printing 1,554Website 379Schoolwide Events 19,887Miscellaneous 848Direct Donations 27,440Faculty & Staff Appreciation 10,360Student Enrichment 2,407”

Raw XML Appendix157 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/PhoneNum05735879896
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010101 Waxhaw Manor Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waxhaw
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095096
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IRS990EZ/ExcessOrDeficitForYearAmt013874
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081222
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081222
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0April Helwege
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chudney Drew
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt063859
IRS990EZ/OtherRevenueTotalAmt06000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Faculty/Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Enrichment Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010360
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12407
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036682
IRS990EZ/SpecialEventsNetIncomeLossAmt062110
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064134
IRS990EZ/TotalProgramServiceExpensesAmt012767
IRS990EZ/TotalRevenueAmt078008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0114690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0132204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0255805
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0255805
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0132204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08911
IRS990ScheduleA/Total509Grp/TotalAmt0255805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0132204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0255805
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036682
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt098792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt098792
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062110
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01671
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036682
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027391
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07620
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSponsorships 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank charges 56Insurance 878Membership Raffle 50Printing 1,554Website 379Schoolwide Events 19,887Miscellaneous 848Direct Donations 27,440Faculty & Staff Appreciation 10,360Student Enrichment 2,407
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0April Helwege
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05735879896
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
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/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Raye
ReturnHeader/ReturnTs02023-11-08T08:43:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0April
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Helwege
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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
$95,096
Liabilities
$0
Net assets
$95,096
Revenue
$78,008
Expenses
$64,134
Net income
$13,874
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