Civic Intelligence

Cedar Fork Elementary PTA

EIN 06-1749444 • 501(c)3 • Morrisville, NC

Profile

To raise funds for the school to help students and staff

1050 Town Hall DrMorrisville, NC 27560

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

14th percentile

-49%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-11%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-53%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,795

Down $4,587 (-11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$35,795

Down $4,587 (-11%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$9,392

Down $10,538 (-53%) from 2022

Expenses

Up

$13,977

Up $10,113 (+262%) from 2022

Net Income

Down

-$4,585

Down $20,651 (-129%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $11,625Liabilities 2012: $02012Assets 2013: $12,397Liabilities 2013: $02013Assets 2015: $6,251Liabilities 2015: $02015Assets 2017: $36,340Liabilities 2017: $0Net Assets 2017: $36,3402017Assets 2018: $13,867Liabilities 2018: $0Net Assets 2018: $13,8672018Assets 2019: $20,557Liabilities 2019: $0Net Assets 2019: $20,5572019Assets 2020: $32,534Liabilities 2020: $0Net Assets 2020: $32,5342020Assets 2021: $24,315Liabilities 2021: $0Net Assets 2021: $24,3152021Assets 2022: $40,382Liabilities 2022: $0Net Assets 2022: $40,3822022Assets 2023: $35,795Liabilities 2023: $0Net Assets 2023: $35,7952023

Highlighted filing

2023

Assets$35,795
Liabilities$0
Net Assets$35,795
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2012: $55,598Expenses 2012: $48,298Net Income 2012: $7,3002012Revenue 2013: $31,934Expenses 2013: $31,162Net Income 2013: $7722013Revenue 2015: $25,961Expenses 2015: $31,709Net Income 2015: -$5,7482015Revenue 2017: $55,839Expenses 2017: $26,137Net Income 2017: $29,7022017Revenue 2018: $25,524Expenses 2018: $47,997Net Income 2018: -$22,4732018Revenue 2019: $28,206Expenses 2019: $21,516Net Income 2019: $6,6902019Revenue 2020: $32,263Expenses 2020: $20,286Net Income 2020: $11,9772020Revenue 2021: $2,283Expenses 2021: $10,503Net Income 2021: -$8,2202021Revenue 2022: $19,930Expenses 2022: $3,864Net Income 2022: $16,0662022Revenue 2023: $9,392Expenses 2023: $13,977Net Income 2023: -$4,5852023

Highlighted filing

2023

Revenue$9,392
Expenses$13,977
Net Income-$4,585
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,795
Liabilities
$0
Net assets
$35,795
Revenue
$9,392
Expenses
$13,977
Net income
-$4,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$9.39$14.0$4.59
2022Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$19.9$3.86$16.1
2021Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$2.28$10.5$8.22
2020Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$32.3$20.3$12.0
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$28.2$21.5$6.69
2018Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$25.5$48.0$22.5
2017Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$55.8$26.1$29.7
2015Summary only. Only limited summary data is available for this year.$6.25$0.00$26.0$31.7$5.75
2013Summary only. Only limited summary data is available for this year.$12.4$0.00$31.9$31.2$0.77
2012Summary only. Only limited summary data is available for this year.$11.6$0.00$55.6$48.3$7.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$14,088
Mission and Program Overview

Mission

To raise funds for the school to help students and staff

Program Services

DescriptionGrantsExpenses
RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF-$13,272
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICIA ROMOPresident-$0--
ALYSSA REYNOLDSVice Preside-$0--
CALLIE RIGGSTreasurer-$0--
ALEXIS FITZGERALDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Cedar Fork Elementary Pta
EIN
06-1749444
Phone
9193885240
Address
1050 TOWN HALL DR, MORRISVILLE, NC 27560

Signing Officer

Name
Callie Riggs
Title
Treasurer
Phone
9193885240
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jil Enterprises Pa
Address
3101 POPLARWOOD COURT SUITE 230, RALEIGH, NC 27604
Preparer
S Paul Lorusso Sr CPA
Phone
9198789040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“5th grade activities cost of goods sold 574 stingray events cost of goods sold 855 school play cost of goods sold 1,467 expenses reflections 178 staff/teach appreciation 4,185 teacher awards & banquet 444 donuts with grown ups 705 guidance support 107 school improvements 3,989 5th grade agendas 679 science olympiad 794 total 13,977”

Raw XML Appendix140 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/PersonNm0CALLIE RIGGS
IRS990EZ/BooksInCareOfDetail/PhoneNum09193885240
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 TOWN HALL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040380
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035795
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06323
IRS990EZ/CostOfGoodsSoldAmt04696
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4585
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040380
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035795
IRS990EZ/FundraisingGrossIncomeAmt01046
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0116
IRS990EZ/GrossReceiptsAmt014088
IRS990EZ/GrossSalesOfInventoryAmt04812
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035795
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035795
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALICIA ROMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALYSSA REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CALLIE RIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEXIS FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013977
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF
IRS990EZ/ProgramServiceRevenueAmt01907
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013272
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt01046
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013977
IRS990EZ/TotalProgramServiceExpensesAmt013272
IRS990EZ/TotalRevenueAmt09392
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt055511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt083393
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0138904
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042349
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034662
IRS990ScheduleA/Total509Grp/TotalAmt0138904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042349
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034662
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0138904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05TH GRADE ACTIVITIES COST OF GOODS SOLD 574 STINGRAY EVENTS COST OF GOODS SOLD 855 SCHOOL PLAY COST OF GOODS SOLD 1,467 EXPENSES REFLECTIONS 178 STAFF/TEACH APPRECIATION 4,185 TEACHER AWARDS & BANQUET 444 DONUTS WITH GROWN UPS 705 GUIDANCE SUPPORT 107 SCHOOL IMPROVEMENTS 3,989 5TH GRADE AGENDAS 679 SCIENCE OLYMPIAD 794 TOTAL 13,977
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CALLIE RIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09193885240
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CEDAR FORK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CEDA
ReturnHeader/Filer/EIN0061749444
ReturnHeader/Filer/PhoneNum09193885240
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 TOWN HALL DR
ReturnHeader/Filer/USAddress/CityNm0MORRISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027560
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561946544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JIL ENTERPRISES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03101 POPLARWOOD COURT SUITE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027604
ReturnHeader/PreparerPersonGrp/PhoneNum09198789040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S PAUL LORUSSO SR CPA
ReturnHeader/ReturnTs02023-11-15T11:58:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CALLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIGGS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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