Civic Intelligence

Providence Spring Elementary PTA

990EZ • Fiscal year 2020 • EIN 01-0598296

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

10045 Providence Church LaneCharlotte, NC 28277-9723

(267) 259-8740

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$89,229

Up $6,586 (+8.0%) from 2019

Net Assets

Up

$89,229

Up $6,586 (+8.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Down

$80,078

Down $71,002 (-47%) from 2019

Expenses

Down

$73,492

Down $66,663 (-48%) from 2019

Net Income

Down

$6,586

Down $4,339 (-40%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $30,419Liabilities 2011: $0Net Assets 2011: $30,4192011Assets 2012: $37,169Liabilities 2012: $02012Assets 2013: $63,452Liabilities 2013: $0Net Assets 2013: $63,4522013Assets 2014: $81,893Liabilities 2014: $0Net Assets 2014: $81,8932014Assets 2015: $100,804Liabilities 2015: $0Net Assets 2015: $100,8042015Assets 2016: $88,512Liabilities 2016: $0Net Assets 2016: $88,5122016Assets 2017: $86,190Liabilities 2017: $0Net Assets 2017: $86,1902017Assets 2018: $71,718Liabilities 2018: $0Net Assets 2018: $71,7182018Assets 2019: $82,643Liabilities 2019: $0Net Assets 2019: $82,6432019Assets 2020: $89,229Liabilities 2020: $0Net Assets 2020: $89,2292020Assets 2021: $136,527Liabilities 2021: $0Net Assets 2021: $136,5272021Assets 2022: $95,262Liabilities 2022: $0Net Assets 2022: $95,2622022Assets 2023: $50,493Liabilities 2023: $0Net Assets 2023: $50,4932023Assets 2024: $75,427Liabilities 2024: $0Net Assets 2024: $75,4272024Assets 2025: $120,365Liabilities 2025: $0Net Assets 2025: $120,3652025

Highlighted filing

2020

Assets$89,229
Liabilities$0
Net Assets$89,229

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: -$35,362Expenses 2011: $5,450Net Income 2011: -$40,8122011Revenue 2012: $10,241Expenses 2012: $3,491Net Income 2012: $6,7502012Revenue 2013: $27,618Expenses 2013: $1,335Net Income 2013: $26,2832013Revenue 2014: $19,900Expenses 2014: $1,459Net Income 2014: $18,4412014Revenue 2015: $214,384Expenses 2015: $195,473Net Income 2015: $18,9112015Revenue 2016: $153,144Expenses 2016: $165,436Net Income 2016: -$12,2922016Revenue 2017: $141,531Expenses 2017: $143,853Net Income 2017: -$2,3222017Revenue 2018: $242,531Expenses 2018: $257,003Net Income 2018: -$14,4722018Revenue 2019: $151,080Expenses 2019: $140,155Net Income 2019: $10,9252019Revenue 2020: $80,078Expenses 2020: $73,492Net Income 2020: $6,5862020Revenue 2021: $107,947Expenses 2021: $60,649Net Income 2021: $47,2982021Revenue 2022: $106,981Expenses 2022: $148,246Net Income 2022: -$41,2652022Revenue 2023: $123,882Expenses 2023: $168,651Net Income 2023: -$44,7692023Revenue 2024: $115,131Expenses 2024: $90,197Net Income 2024: $24,9342024Revenue 2025: $111,996Expenses 2025: $67,058Net Income 2025: $44,9382025

Highlighted filing

2020

Revenue$80,078
Expenses$73,492
Net Income$6,586
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$128,709
Mission and Program Overview

Mission

To promote welfare of children and youth

Program Services

DescriptionGrantsExpenses
Publications-$18,916
Classroom Grants-$9,612
Cultural Arts-$4,951
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan SwedbergPresidentPT$0--
Lori ToneyTreasurerPT$0--
Jen SbarraVice President Of FinancePT$0--
Lydia LambrightVice President Community OutreachPT$0--
Lauren ShouvlinSecretaryPT$0--
Michelle KiddAssistant TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Publications$17,018$17,018-$17,018
Bookfair$13,436$13,436-$13,436
Total Events$30,454$30,454-$30,454
Filing and Contact Details

Filer

Filer Name
Providence Spring Elementary PTA
EIN
01-0598296
Address
10045 Providence Church Lane, Charlotte, NC 28277-9723

Signing Officer

Name
Lori Toney
Title
Treasurer
Phone
2672598740
Signed
2020-11-09
Discuss with paid preparer
No

Preparer

Firm
Keyur Patel
Address
608 Indian Trail Rd, Indian Trail, NC 29707-7587
Preparer
colin green
Phone
7048210742
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountBeautification 1,770Dinners/Social 418Go Play Slave 12,510Sales Tax Refund 2,477Spring/Fall Carnival 2,277

List of grants and similar amounts paid Part I line 10

Activity Class Room Grants Amount 9,612

Description of other expenses Part I line 16

Description AmountBrick Campaign Exp 261Social Expenses 1,420Fundraiser Exps 297Go Play Save Exps 4,470Art Appreciation Supplies 156Beautification and Grounds 2,316Cultural Arts 4,951Field Day/Challenge Runs 180Fifth Grade Celebration 4,475Hospitality and Staff Recognition 3,168Principal Discretionary 8,317Reflections 145School Security Exps 152Bank Fees 3,588Discretionary Administrative 2,260Insurance 540PTA Dues (90)Raffle Exps 2,000Spring/Fall Carnival Expenses 5,294Fifth Grade Awards 328Professional Development 3,180Fifth Grade Upgrades 928Technology Supplies 15,173Other 21

Raw XML Appendix206 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/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President Community Outreach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Assistant Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt063530
IRS990EZ/OtherRevenueTotalAmt019452
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073492
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IRS990EZ/TotalRevenueAmt080078
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012067
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0931852
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Publications
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bookfair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017018
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBeautification 1,770Dinners/Social 418Go Play Slave 12,510Sales Tax Refund 2,477Spring/Fall Carnival 2,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Class Room Grants Amount 9,612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBrick Campaign Exp 261Social Expenses 1,420Fundraiser Exps 297Go Play Save Exps 4,470Art Appreciation Supplies 156Beautification and Grounds 2,316Cultural Arts 4,951Field Day/Challenge Runs 180Fifth Grade Celebration 4,475Hospitality and Staff Recognition 3,168Principal Discretionary 8,317Reflections 145School Security Exps 152Bank Fees 3,588Discretionary Administrative 2,260Insurance 540PTA Dues (90)Raffle Exps 2,000Spring/Fall Carnival Expenses 5,294Fifth Grade Awards 328Professional Development 3,180Fifth Grade Upgrades 928Technology Supplies 15,173Other 21
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Toney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02672598740
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Providence Spring Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PROV
ReturnHeader/Filer/EIN0010598296
ReturnHeader/Filer/USAddress/AddressLine1Txt010045 Providence Church Lane
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282779723
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.88.37.250
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTm011:35:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853147111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Keyur Patel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0608 Indian Trail Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indian Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0297077587
ReturnHeader/PreparerPersonGrp/PhoneNum07048210742
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0colin green
ReturnHeader/ReturnTs02020-11-13T11:30:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.12$0.67$0.45
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.15$0.90$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.24$1.69$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.07$1.48$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$1.08$0.61$0.47
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.80$0.73$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$1.51$1.40$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$2.43$2.57$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$1.42$1.44$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$1.53$1.65$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$2.14$1.95$0.19
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.82$0.00$0.82$0.20$0.01$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.28$0.01$0.26
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.10$0.03$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.35$0.05$0.41