Civic Intelligence

Powhatan Elementary School PTA

990EZ • Fiscal year 2022 • EIN 26-2751559

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 18, 2022

Organization Profile
3145 Vinson RdClayton, NC 27527

(919) 553-3259

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

49th percentile

4.1%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

3256%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,014

Up $3,134 (+6.4%) from 2021

Net Assets

Up

$52,014

Up $3,134 (+6.4%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$76,581

Up $74,299 (+3256%) from 2021

Expenses

Up

$73,447

Up $67,053 (+1049%) from 2021

Net Income

Up

$3,134

Up $7,246 (+176%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2017: $20,426Net Assets 2017: $20,4262017Assets 2018: $17,541Net Assets 2018: $17,5412018Assets 2019: $44,422Net Assets 2019: $44,4222019Assets 2020: $24,288Net Assets 2020: $52,9922020Assets 2021: $48,880Net Assets 2021: $48,8802021Assets 2022: $52,014Net Assets 2022: $52,0142022Assets 2023: $48,896Net Assets 2023: $48,8962023Assets 2024: $14,799Net Assets 2024: $41,7362024Assets 2025: $13,296Liabilities 2025: $0Net Assets 2025: $15,5092025

Highlighted filing

2022

Assets$52,014
Liabilities-
Net Assets$52,014
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2017: $74,742Expenses 2017: $62,317Net Income 2017: $12,4252017Revenue 2018: $62,517Expenses 2018: $65,402Net Income 2018: -$2,8852018Revenue 2019: $62,947Expenses 2019: $36,066Net Income 2019: $26,8812019Revenue 2020: $54,429Expenses 2020: $45,859Net Income 2020: $8,5702020Revenue 2021: $2,282Expenses 2021: $6,394Net Income 2021: -$4,1122021Revenue 2022: $76,581Expenses 2022: $73,447Net Income 2022: $3,1342022Revenue 2023: $52,032Expenses 2023: $55,150Net Income 2023: -$3,1182023Revenue 2024: $54,777Expenses 2024: $61,937Net Income 2024: -$7,1602024Revenue 2025: $58,590Expenses 2025: $57,880Net Income 2025: $7102025

Highlighted filing

2022

Revenue$76,581
Expenses$73,447
Net Income$3,134
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 18, 2022
Return Version
2021v4.2
Gross Receipts
$76,581
Mission and Program Overview

Mission

To promote education to students at powhatan elem

To promote education to students of powhatan eleme

Program Services

DescriptionGrantsExpenses
TO PROMOTE EDUCATION TO STUDENTS OF POWHATAN ELEMENTARY SCHOOL AND ASSIST TEACHERS-$73,122
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENI DANKOPresident-$0--
JENNIFER KINNEBREWSecretary-$0--
SHANNON MORGANTresurerPT$0--
Filing and Contact Details

Filer

Filer Name
Powhatan Elementary School Pta
EIN
26-2751559
Phone
9195533259
Address
3145 VINSON RD, CLAYTON, NC 27527

Signing Officer

Name
Shannon Morgan
Title
Treasurer
Phone
9195533259
Signed
2022-08-18
Discuss with paid preparer
No

Preparer

Firm
Jb S Tax and Accounting Service Inc
Address
405 STONEBROOK DR, CLAYTON, NC 27520-9370
Preparer
Jacob B Lewis Jr Ea
Phone
9193591040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“School was not operating for the full year due to covid”

Part I, line 16

“Description: PTA MEMBERSHIP DUES Amount: 536”

Part I, line 16

“Description: INSURANCE Amount: 400”

Part I, line 16

“Description: TOTAL PROGRAM SERVICE EXPENSES Amount: 72186”

Raw XML Appendix142 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0POWHATAN ELEMENTARY SCHOOL PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09195533259
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03145 VINSON RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027527
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048880
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052014
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075723
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03134
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt048880
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052014
IRS990EZ/GrossReceiptsAmt076581
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0858
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048880
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052014
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048880
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENI DANKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER KINNEBREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRESURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073122
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATION TO STUDENTS OF POWHATAN ELEME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE EDUCATION TO STUDENTS OF POWHATAN ELEMENTARY SCHOOL AND ASSIST TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073122
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073447
IRS990EZ/TotalProgramServiceExpensesAmt073122
IRS990EZ/TotalRevenueAmt076581
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001055
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0POWHATAN ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL WAS NOT OPERATING FOR THE FULL YEAR DUE TO COVID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: PTA MEMBERSHIP DUES Amount: 536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: INSURANCE Amount: 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: TOTAL PROGRAM SERVICE EXPENSES Amount: 72186
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195533259
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POWHATAN ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0POWH
ReturnHeader/Filer/EIN0262751559
ReturnHeader/Filer/PhoneNum09195533259
ReturnHeader/Filer/USAddress/AddressLine1Txt03145 VINSON RD
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027527
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200135150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JB S TAX AND ACCOUNTING SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 STONEBROOK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275209370
ReturnHeader/PreparerPersonGrp/PhoneNum09193591040
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB B LEWIS JR EA
ReturnHeader/ReturnTs02022-08-30T12:00:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORGAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,014
Liabilities
-
Net assets
$52,014
Revenue
$76,581
Expenses
$73,447
Net income
$3,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.3$0.00$15.5$58.6$57.9$0.71
2024Detailed filing. Detailed filing data is available for this year.$14.8$41.7$54.8$61.9$7.16
2023Detailed filing. Detailed filing data is available for this year.$48.9$48.9$52.0$55.2$3.12
2022Detailed filing. Detailed filing data is available for this year.$52.0$52.0$76.6$73.4$3.13
2021Detailed filing. Detailed filing data is available for this year.$48.9$48.9$2.28$6.39$4.11
2020Detailed filing. Detailed filing data is available for this year.$24.3$53.0$54.4$45.9$8.57
2019Detailed filing. Detailed filing data is available for this year.$44.4$44.4$62.9$36.1$26.9
2018Detailed filing. Detailed filing data is available for this year.$17.5$17.5$62.5$65.4$2.89
2017Detailed filing. Detailed filing data is available for this year.$20.4$20.4$74.7$62.3$12.4