Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 06-1749444

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

5th percentile

-88%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,867

Down $22,473 (-62%) from 2017

Net Assets

Down

$13,867

Down $22,473 (-62%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$25,524

Down $30,315 (-54%) from 2017

Expenses

Up

$47,997

Up $21,860 (+84%) from 2017

Net Income

Down

-$22,473

Down $52,175 (-176%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2018

Assets$13,867
Liabilities$0
Net Assets$13,867
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$25,524
Expenses$47,997
Net Income-$22,473
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$34,476
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-$44,848
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN SCHAWELPresident-$0--
PRIYA DILIPVice Preside-$0--
PHOEBE THERMITUSTreasurer-$0--
SUJATA ROYSecretary-$0--
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
Phoebe Thermitus
Title
Treasurer
Phone
9736506137
Signed
2018-11-07
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

“Expenses 5th grade end of year 1,315 cultural arts 4,350 m&m mentoring 206 front office 241 membership 1,094 reflections 92 specials support-media 2,838 spelling bee 234 staff/teach appreciation 577 staff prof dev lunch 167 stingray events 28,007 teacher awards & banquet 221 office expenses 3,149 all pro dads 230 cakes 2,027 author visits 1,500 fall grants 949 spring grants 800 total 47,997”

Raw XML Appendix144 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/BOYAmt036340
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013867
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02867
IRS990EZ/CostOfGoodsSoldAmt08460
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22473
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036340
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013867
IRS990EZ/FundraisingGrossIncomeAmt014126
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06361
IRS990EZ/GrossReceiptsAmt034476
IRS990EZ/GrossSalesOfInventoryAmt014821
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036340
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036340
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013867
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/PersonNm0ERIN SCHAWEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PRIYA DILIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHOEBE THERMITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUJATA ROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047997
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF
IRS990EZ/ProgramServiceRevenueAmt02662
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044848
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0492
IRS990EZ/SpecialEventsNetIncomeLossAmt013634
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047997
IRS990EZ/TotalProgramServiceExpensesAmt044848
IRS990EZ/TotalRevenueAmt025524
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0113889
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0130224
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020169
IRS990ScheduleA/Total509Grp/TotalAmt0130224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020169
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0130224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE END OF YEAR 1,315 CULTURAL ARTS 4,350 M&M MENTORING 206 FRONT OFFICE 241 MEMBERSHIP 1,094 REFLECTIONS 92 SPECIALS SUPPORT-MEDIA 2,838 SPELLING BEE 234 STAFF/TEACH APPRECIATION 577 STAFF PROF DEV LUNCH 167 STINGRAY EVENTS 28,007 TEACHER AWARDS & BANQUET 221 OFFICE EXPENSES 3,149 ALL PRO DADS 230 CAKES 2,027 AUTHOR VISITS 1,500 FALL GRANTS 949 SPRING GRANTS 800 TOTAL 47,997
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHOEBE THERMITUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09736506137
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/AtSubmissionCreationDeviceId03572BEBB2CE418BF6DE9908884FB162166186B54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB000F37CE8FAE44B7EB97F79A89D7004651EC5F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:16:19
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/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S PAUL LORUSSO SR CPA
ReturnHeader/ReturnTs02018-11-12T09:16:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,867
Liabilities
$0
Net assets
$13,867
Revenue
$25,524
Expenses
$47,997
Net income
-$22,473
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