Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 16-1769967

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 14, 2018

11755 Cleveland RoadGarner, NC 27529

(919) 427-0229

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$63,002

Down $513 (-0.8%) from 2017

Net Assets

Down

$63,002

Down $513 (-0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Up

$67,440

Up $13,562 (+25%) from 2017

Expenses

Up

$67,953

Up $25,377 (+60%) from 2017

Net Income

Down

-$513

Down $11,815 (-105%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $25,555Liabilities 2012: $02012Assets 2013: $44,058Liabilities 2013: $02013Assets 2014: $40,547Liabilities 2014: $0Net Assets 2014: $40,5472014Assets 2015: $32,262Liabilities 2015: $0Net Assets 2015: $32,2622015Assets 2016: $52,213Liabilities 2016: $0Net Assets 2016: $52,2132016Assets 2017: $63,515Liabilities 2017: $0Net Assets 2017: $63,5152017Assets 2018: $63,002Liabilities 2018: $0Net Assets 2018: $63,0022018Assets 2019: $87,227Liabilities 2019: $0Net Assets 2019: $87,2272019Assets 2020: $67,261Liabilities 2020: $0Net Assets 2020: $67,2612020Assets 2021: $57,962Liabilities 2021: $0Net Assets 2021: $57,9622021Assets 2022: $2,481Liabilities 2022: $0Net Assets 2022: $2,4812022Assets 2023: $44,945Liabilities 2023: $0Net Assets 2023: $44,9452023Assets 2024: $32,811Liabilities 2024: $0Net Assets 2024: $32,8112024Assets 2025: $24,201Liabilities 2025: $0Net Assets 2025: $24,2012025

Highlighted filing

2018

Assets$63,002
Liabilities$0
Net Assets$63,002

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $35,465Expenses 2012: $33,657Net Income 2012: $1,8082012Revenue 2013: $52,618Expenses 2013: $34,115Net Income 2013: $18,5032013Revenue 2014: $47,196Expenses 2014: $50,707Net Income 2014: -$3,5112014Revenue 2015: $43,886Expenses 2015: $52,171Net Income 2015: -$8,2852015Revenue 2016: $46,489Expenses 2016: $26,538Net Income 2016: $19,9512016Revenue 2017: $53,878Expenses 2017: $42,576Net Income 2017: $11,3022017Revenue 2018: $67,440Expenses 2018: $67,953Net Income 2018: -$5132018Revenue 2019: $69,322Expenses 2019: $45,097Net Income 2019: $24,2252019Revenue 2020: $59,382Expenses 2020: $79,348Net Income 2020: -$19,9662020Revenue 2021: $25,105Expenses 2021: $34,404Net Income 2021: -$9,2992021Revenue 2022: $62,231Expenses 2022: $117,712Net Income 2022: -$55,4812022Revenue 2023: $59,581Expenses 2023: $17,117Net Income 2023: $42,4642023Revenue 2024: $48,615Expenses 2024: $60,749Net Income 2024: -$12,1342024Revenue 2025: $49,423Expenses 2025: $58,033Net Income 2025: -$8,6102025

Highlighted filing

2018

Revenue$67,440
Expenses$67,953
Net Income-$513
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 14, 2018
Return Version
2017v2.2
Gross Receipts
$133,553
Mission and Program Overview

Mission

Support west view elementary school

Program Services

DescriptionGrantsExpenses
TO PROVIDE CHROMEBOOKS AND SMART PANELS FOR CLASSROOMS-$28,946
TO SUPPORT CULTURAL AND EDUCATIONAL PROGRAMS FOR STUDENTS-$16,884
TO PROVIDE A SAFE AND SECURE ENVIRONMENT FOR STUDENTS AND STAFF WITH THE ADDITION OF A SECURITY SYSTEM-$6,770
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANYELL SHIFLETTPresident-$0--
JENNIFER TOLENTINOSecretary-$0--
TAWANA GREENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$71,914$71,914-$71,914
Fall Raffle$13,022$13,022-$13,022
Total Events$91,577$91,577-$91,577
Filing and Contact Details

Filer

Filer Name
West View Elementary Pta
EIN
16-1769967
Address
11755 CLEVELAND ROAD, GARNER, NC 27529

Signing Officer

Name
Tawana Green
Title
Treasurer
Phone
3365586750
Signed
2018-08-14
Discuss with paid preparer
No

Preparer

Firm
Norris & Cooke Accounting Inc
Address
201 S Bright Leaf Blvd Ste 1, Smithfield, NC 27577
Preparer
Kelly Cooke Lemons
Phone
9199347675
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity chromebooks and smart panels grantee west view elementary school street 11755 cleveland road city, state, zip garner, nc 27529relationship school amount 28,946activity media grants grantee west view elementary school street 11755 cleveland road city, state, zip garner, nc 27529relationship school amount 10,358activity art department grant grantee west view elementary school street 11755 cleveland road city, state, zip garner, nc 27529relationship school amount 6,526activity security system grantee west view elementary school street 11755 cleveland road city, state, zip garner, nc 27529relationship school amount 6,770

Description of other expenses Part I line 16

Description amountinsurance 330hospitality 4,611copies 1,000teacher supplements 7,600membership dues to state 952office expense 342incentives 298

Raw XML Appendix167 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/PersonNm0TAWANA GREEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09194270229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0529 ADAMS POINT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GARNER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027529
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063515
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063002
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03167
IRS990EZ/CostOfGoodsSoldAmt023848
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-513
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0220
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063515
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063002
IRS990EZ/FundraisingGrossIncomeAmt091577
IRS990EZ/GrantsAndSimilarAmountsPaidAmt052600
IRS990EZ/GrossProfitLossSlsOfInvntryAmt013560
IRS990EZ/GrossReceiptsAmt0133553
IRS990EZ/GrossSalesOfInventoryAmt037408
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01401
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063515
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063002
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063515
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANYELL SHIFLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER TOLENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAWANA GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015133
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT WEST VIEW ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE A SAFE AND SECURE ENVIRONMENT FOR STUDENTS AND STAFF WITH THE ADDITION OF A SECURITY SYSTEM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE CHROMEBOOKS AND SMART PANELS FOR CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT CULTURAL AND EDUCATIONAL PROGRAMS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06770
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216884
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042265
IRS990EZ/SpecialEventsNetIncomeLossAmt049312
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067953
IRS990EZ/TotalProgramServiceExpensesAmt052600
IRS990EZ/TotalRevenueAmt067440
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0128985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0109944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0107316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0100633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0551158
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0560899
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0108743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102227
IRS990ScheduleA/Total509Grp/TotalAmt0560899
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0112487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102227
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0560899
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091577
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt091577
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CHROMEBOOKS AND SMART PANELS GRANTEE WEST VIEW ELEMENTARY SCHOOL STREET 11755 CLEVELAND ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 28,946ACTIVITY MEDIA GRANTS GRANTEE WEST VIEW ELEMENTARY SCHOOL STREET 11755 CLEVELAND ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 10,358ACTIVITY ART DEPARTMENT GRANT GRANTEE WEST VIEW ELEMENTARY SCHOOL STREET 11755 CLEVELAND ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 6,526ACTIVITY SECURITY SYSTEM GRANTEE WEST VIEW ELEMENTARY SCHOOL STREET 11755 CLEVELAND ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 6,770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 330HOSPITALITY 4,611COPIES 1,000TEACHER SUPPLEMENTS 7,600MEMBERSHIP DUES TO STATE 952OFFICE EXPENSE 342INCENTIVES 298
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TAWANA GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03365586750
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST VIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0161769967
ReturnHeader/Filer/USAddress/AddressLine1Txt011755 CLEVELAND ROAD
ReturnHeader/Filer/USAddress/CityNm0GARNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027529
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId068A339C9484F032DD51A94B63FED5FA3B4979DEC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068A339C9484F032DD51A94B63FED5FA3B4979DEC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06967352018229v1rzqob
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.182.219.121
ReturnHeader/FilingSecurityInformation/IPDt02018-08-17
ReturnHeader/FilingSecurityInformation/IPTm009:09:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471964833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Cooke Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S Bright Leaf Blvd Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027577
ReturnHeader/PreparerPersonGrp/PhoneNum09199347675
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Cooke Lemons
ReturnHeader/ReturnTs02018-08-17T09:08:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.49$0.58$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.49$0.61$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.60$0.17$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.62$1.18$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.25$0.34$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.59$0.79$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.69$0.45$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.67$0.68$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.54$0.43$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.46$0.27$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.44$0.52$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.47$0.51$0.04
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.53$0.34$0.19
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.35$0.34$0.02