Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2019 • EIN 06-1749444

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 03, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$20,557

Up $6,690 (+48%) from 2018

Net Assets

Up

$20,557

Up $6,690 (+48%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin79th percentile

Revenue

Up

$28,206

Up $2,682 (+11%) from 2018

Expenses

Down

$21,516

Down $26,481 (-55%) from 2018

Net Income

Up

$6,690

Up $29,163 (+130%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$20,557
Liabilities$0
Net Assets$20,557
Open 2019 Filing

Operations Trend

Revenue Growth63rd 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

2019

Revenue$28,206
Expenses$21,516
Net Income$6,690
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 3, 2019
Return Version
2018v3.1
Gross Receipts
$34,662
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-$18,582
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA MCGRATHPresident-$0--
AMY MAGRINIVice Preside-$0--
PIKANSI PATANITreasurer-$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
Pikansi Patani
Title
Treasurer
Phone
9736506137
Signed
2019-10-03
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 1,132 cultural arts 4,400 front office 243 membership 1,025 reflections 96 specials support 3,590 spelling bee 168 staff/teach appreciation 105 staff prof dev lunch 814 stingray events 3,840 teacher awards & banquet 221 office expenses 2,934 all pro dads 583 mystery readers 188 author visits 1,100 partners in education 1,077 total 21,516”

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/PersonNm0PIKANSI PATANI
IRS990EZ/BooksInCareOfDetail/PhoneNum09193885240
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 TOWN HALL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020557
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018870
IRS990EZ/CostOfGoodsSoldAmt04217
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06690
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020557
IRS990EZ/FundraisingGrossIncomeAmt04814
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06131
IRS990EZ/GrossReceiptsAmt034662
IRS990EZ/GrossSalesOfInventoryAmt010348
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020557
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020557
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/PersonNm0LAURA MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY MAGRINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PIKANSI PATANI
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/OtherExpensesTotalAmt021516
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF
IRS990EZ/ProgramServiceRevenueAmt0630
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS FOR THE SCHOOL TO HELP STUDENTS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018582
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02239
IRS990EZ/SpecialEventsNetIncomeLossAmt02575
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021516
IRS990EZ/TotalProgramServiceExpensesAmt018582
IRS990EZ/TotalRevenueAmt028206
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0112345
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0144717
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029394
IRS990ScheduleA/Total509Grp/TotalAmt0144717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029394
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE END OF YEAR 1,132 CULTURAL ARTS 4,400 FRONT OFFICE 243 MEMBERSHIP 1,025 REFLECTIONS 96 SPECIALS SUPPORT 3,590 SPELLING BEE 168 STAFF/TEACH APPRECIATION 105 STAFF PROF DEV LUNCH 814 STINGRAY EVENTS 3,840 TEACHER AWARDS & BANQUET 221 OFFICE EXPENSES 2,934 ALL PRO DADS 583 MYSTERY READERS 188 AUTHOR VISITS 1,100 PARTNERS IN EDUCATION 1,077 TOTAL 21,516
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PIKANSI PATANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09736506137
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-03
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/AtSubmissionCreationDeviceId0315617DD8AEAA661E87AB88E0DB6B0CBD2670E6F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CA194CBC5E2A2BBF6CDC2BB91C36F06C0C9087E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-10-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:02:34
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/PreparationDt02019-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S PAUL LORUSSO SR CPA
ReturnHeader/ReturnTs02019-10-14T10:02:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,557
Liabilities
$0
Net assets
$20,557
Revenue
$28,206
Expenses
$21,516
Net income
$6,690
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