Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 06-1749444

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileN/A
1050 Town Hall DrMorrisville, NC 27560

(919) 388-5240

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

94th percentile

141%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,340

Up $30,089 (+481%) from 2015

Net Assets

$36,340

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$55,839

Up $29,878 (+115%) from 2015

Expenses

Down

$26,137

Down $5,572 (-18%) from 2015

Net Income

Up

$29,702

Up $35,450 (+617%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$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

2017

Assets$36,340
Liabilities$0
Net Assets$36,340
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$55,839
Expenses$26,137
Net Income$29,702
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$74,255
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-$23,197
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE ALUMABAUGHPresident-$0--
AMY MAGRINIVice Preside-$0--
PHOEBE T THERMITUSTreasurer-$0--
KANDYCE KINDELLSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
RESTRICTED: TEC$34,208$34,208$2,255$31,953
Fall Fundraiser$6,615$6,615$3,045$3,570
Total Events$40,823$40,823$5,300$35,523
Filing and Contact Details

Filer

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

Signing Officer

Name
Stephanie Alumabaugh
Title
President
Phone
9736506137
Signed
2017-11-13
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

“Author vists 1,964 expenses 5th grade end of year 1,423 cultural arts 4,870 m&m mentoring 189 front office 197 membership 1,242 pj night/telegami/mystery 125 reading challenge 525 reflections 25 specials support- art 861 specials support-media 5,312 spelling bee 153 staff/teach appreciation 302 staff prof dev lunch 737 stingray events 53 teacher awards & banquet 213 office expenses 2,740 all pro dads 931 teacher assistance 1,915 cakes 2,160 total 25,937”

Raw XML Appendix153 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/PersonNm0PHOEBE THERMITUS
IRS990EZ/BooksInCareOfDetail/PhoneNum09193885240
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 TOWN HALL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06638
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02926
IRS990EZ/CostOfGoodsSoldAmt011989
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029702
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06638
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036340
IRS990EZ/FundraisingGrossIncomeAmt049938
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05556
IRS990EZ/GrossReceiptsAmt074255
IRS990EZ/GrossSalesOfInventoryAmt017545
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06638
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036340
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06638
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036340
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/PersonNm0STEPHANIE ALUMABAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY MAGRINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHOEBE T THERMITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KANDYCE KINDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025937
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF
IRS990EZ/ProgramServiceRevenueAmt03846
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023197
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06427
IRS990EZ/SpecialEventsNetIncomeLossAmt043511
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026137
IRS990EZ/TotalProgramServiceExpensesAmt023197
IRS990EZ/TotalRevenueAmt055839
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0107639
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0124922
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020169
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029174
IRS990ScheduleA/Total509Grp/TotalAmt0124922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029174
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0124922
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RESTRICTED: TEC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040823
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035523
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02255
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AUTHOR VISTS 1,964 EXPENSES 5TH GRADE END OF YEAR 1,423 CULTURAL ARTS 4,870 M&M MENTORING 189 FRONT OFFICE 197 MEMBERSHIP 1,242 PJ NIGHT/TELEGAMI/MYSTERY 125 READING CHALLENGE 525 REFLECTIONS 25 SPECIALS SUPPORT- ART 861 SPECIALS SUPPORT-MEDIA 5,312 SPELLING BEE 153 STAFF/TEACH APPRECIATION 302 STAFF PROF DEV LUNCH 737 STINGRAY EVENTS 53 TEACHER AWARDS & BANQUET 213 OFFICE EXPENSES 2,740 ALL PRO DADS 931 TEACHER ASSISTANCE 1,915 CAKES 2,160 TOTAL 25,937
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE ALUMABAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09736506137
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CEDAR FORK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CEDA
ReturnHeader/Filer/EIN0061749444
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 TOWN HALL DR
ReturnHeader/Filer/USAddress/CityNm0MORRISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027560
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId070FB5A23663076FDE8B9A7C995D4633C8171F185
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/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S PAUL LORUSSO SR CPA
ReturnHeader/ReturnTs02017-11-15T09:18:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,340
Liabilities
$0
Net assets
$36,340
Revenue
$55,839
Expenses
$26,137
Net income
$29,702
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