Civic Intelligence

Sandy Ridge Elementary PTO Inc.

990EZ • Fiscal year 2023 • EIN 85-4090523

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 22, 2024

Organization Profile
10101 Waxhaw Manor DriveWaxhaw, NC 28173

(704) 290-1505

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.

2023 filings • NTEE B11 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.00x

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

2023 filings • NTEE B11 • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-130%

Higher net margin than 4% of similar nonprofits.

2023 filings • NTEE B11 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B11 • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-44%

Faster asset growth than 8% of similar nonprofits.

2023 filings • NTEE B11 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-59%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • NTEE B11 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$53,199

Down $41,897 (-44%) from 2022

Net Assets

Down

$53,199

Down $41,897 (-44%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin4th percentile

Revenue

Down

$32,214

Down $45,794 (-59%) from 2022

Expenses

Up

$74,111

Up $9,977 (+16%) from 2022

Net Income

Down

-$41,897

Down $55,771 (-402%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2023

Assets$53,199
Liabilities$0
Net Assets$53,199
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$32,214
Expenses$74,111
Net Income-$41,897
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$52,017
Mission and Program Overview

Mission

Child advocacy

Program Services

DescriptionGrantsExpenses
Faculty/Staff Appreciation-$12,900
Student Enrichment Programs-$9,391
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
April HelwegeTreasurer-$0--
Chudney DrewHistorian-$0--
Ann Marie WhaleySecretary-$0--
Ashley MokrisPresident-$0--
Rich AntleTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$12,676$12,676$5,965$6,711
Spring Baske$10,186$10,186$689$9,497
Total Events$37,793$37,793$19,803$17,990
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
Rich Antle
Title
Treasurer
Phone
7042901505
Signed
2024-10-22
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 5,000”

Description of other expenses Part I line 16

“Description AmountBank charges 24PTO Today 938Supplies 273Printing 792Website 391Committees 2,431Miscellaneous 248Direct Donations 46,448Faculty & Staff Appreciation 12,900Student Enrichment 9,391”

Raw XML Appendix168 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waxhaw
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0April Helwege
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ashley Mokris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rich Antle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt073836
IRS990EZ/OtherRevenueTotalAmt05000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Faculty/Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Enrichment Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19391
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019803
IRS990EZ/SpecialEventsNetIncomeLossAmt017990
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074111
IRS990EZ/TotalProgramServiceExpensesAmt022291
IRS990EZ/TotalRevenueAmt032214
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0114690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0132204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0307822
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0307822
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052017
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IRS990ScheduleA/Total509Grp/TotalAmt0307822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052017
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0307822
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019803
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Baske
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014931
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010186
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSponsorships 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank charges 24PTO Today 938Supplies 273Printing 792Website 391Committees 2,431Miscellaneous 248Direct Donations 46,448Faculty & Staff Appreciation 12,900Student Enrichment 9,391
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rich Antle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042901505
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Raye
ReturnHeader/ReturnTs02024-11-15T16:36:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
$53,199
Liabilities
$0
Net assets
$53,199
Revenue
$32,214
Expenses
$74,111
Net income
-$41,897
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