Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 26-2837175

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 11, 2017

2450 Laura Duncan RoadApex, NC 27523

(919) 604-3050

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$41,667

Down $8,270 (-17%) from 2016

Net Assets

Down

$41,667

Down $8,270 (-17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$62,994

Up $1,162 (+1.9%) from 2016

Expenses

Up

$71,264

Up $26,039 (+58%) from 2016

Net Income

Down

-$8,270

Down $24,877 (-150%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $50,327Liabilities 2012: $0Net Assets 2012: $50,3272012Assets 2013: $59,158Liabilities 2013: $0Net Assets 2013: $59,1582013Assets 2014: $35,258Liabilities 2014: $0Net Assets 2014: $35,2582014Assets 2015: $38,379Liabilities 2015: $0Net Assets 2015: $38,3792015Assets 2016: $49,937Liabilities 2016: $0Net Assets 2016: $49,9372016Assets 2017: $41,667Liabilities 2017: $0Net Assets 2017: $41,6672017Assets 2018: $38,160Liabilities 2018: $0Net Assets 2018: $38,1602018Assets 2019: $49,316Liabilities 2019: $0Net Assets 2019: $49,3162019Assets 2020: $57,061Liabilities 2020: $0Net Assets 2020: $57,0612020Assets 2021: $38,440Liabilities 2021: $0Net Assets 2021: $38,4402021Assets 2022: $70,972Liabilities 2022: $0Net Assets 2022: $70,9722022Assets 2023: $80,661Net Assets 2023: $80,6612023Assets 2024: $81,878Net Assets 2024: $81,8782024Assets 2025: $82,170Net Assets 2025: $82,1702025

Highlighted filing

2017

Assets$41,667
Liabilities$0
Net Assets$41,667

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $57,779Expenses 2012: $34,221Net Income 2012: $23,5582012Revenue 2013: $51,253Expenses 2013: $42,422Net Income 2013: $8,8312013Revenue 2014: $47,462Expenses 2014: $71,362Net Income 2014: -$23,9002014Revenue 2015: $46,226Expenses 2015: $43,105Net Income 2015: $3,1212015Revenue 2016: $61,832Expenses 2016: $45,225Net Income 2016: $16,6072016Revenue 2017: $62,994Expenses 2017: $71,264Net Income 2017: -$8,2702017Revenue 2018: $79,783Expenses 2018: $83,290Net Income 2018: -$3,5072018Revenue 2019: $68,827Expenses 2019: $57,671Net Income 2019: $11,1562019Revenue 2020: $51,827Expenses 2020: $44,082Net Income 2020: $7,7452020Revenue 2021: $7,412Expenses 2021: $26,033Net Income 2021: -$18,6212021Revenue 2022: $60,907Expenses 2022: $28,375Net Income 2022: $32,5322022Revenue 2023: $106,468Expenses 2023: $96,779Net Income 2023: $9,6892023Revenue 2024: $79,508Expenses 2024: $78,291Net Income 2024: $1,2172024Revenue 2025: $67,276Expenses 2025: $66,984Net Income 2025: $2922025

Highlighted filing

2017

Revenue$62,994
Expenses$71,264
Net Income-$8,270
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 11, 2017
Return Version
2016v3.0
Gross Receipts
$129,487
Mission and Program Overview

Mission

Support Laurel Park Elementary School

Program Services

DescriptionGrantsExpenses
School improvements and garden-$24,023
Technology purchases for classrooms-$19,975
Cultural arts programs-$5,950
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather M ShepherdTreasurerPT$0--
Michele HilmeyPresidentPT$0--
Claire PhillipsSecretaryPT$0--
Stephanie MitchellVice President Of Fund RaisingPT$0--
Jennifer StuartCommunicationsPT$0--
Missy MulauskiMembershipPT$0--
Julie JaquillardCultural Arts-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$59,056$59,056$31,702$27,354
GoPlaySave$25,105$25,105$11,593$13,512
Total Events$128,221$128,221$66,493$61,728
Filing and Contact Details

Filer

Filer Name
Lpe Pta
EIN
26-2837175
Address
2450 Laura Duncan Road, Apex, NC 27523

Signing Officer

Name
Heather M Shepherd
Title
Treasurer
Phone
9196043050
Signed
2017-08-11
Discuss with paid preparer
No

Preparer

Firm
John Sweemer CPA
Address
116 Lochwood West Drive, Cary, NC 27518
Preparer
John Sweemer
Phone
9196052112
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountBank fees 420Odyssey of the Mind 373Cooking up character 374Author visit 1,718Hospitality 3,104Cultural arts 5,950Directory 298Misc board expenses 104Web site 144Insurance Bond 475Wake county and state dues 434Tree improvements 5,596Sub Pay 4,7595th Grade Ice cream social 539Teacher mini grants $75 per classro 3,196Teacher of the year banquet 192Rainy day fund 25Track magnets 1,016School Garden and improvements 1,377Outdoor learning environment 2,850Technology advancements 19,975First grade play area 14,500Grade level grant 2,730

Other program services Part III line 31

Author visits,Science fair,Odyssey of the mind5th Grade ice cream socialTeacher mini grants limited to $75 per classroomSpelling BeeCooking up Character programTrack magnetsRainy day fundTeacher of the year banquet

Raw XML Appendix199 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Julie Jaquillard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President of fund raising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Cultural Arts
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt070149
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Laurel Park Elementary School
IRS990EZ/PrintingPublicationsPostageAmt0765
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt061728
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05286
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021271
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0129487
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100617
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GoPlaySave
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt044060
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt066493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031702
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011593
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank fees 420Odyssey of the Mind 373Cooking up character 374Author visit 1,718Hospitality 3,104Cultural arts 5,950Directory 298Misc board expenses 104Web site 144Insurance Bond 475Wake county and state dues 434Tree improvements 5,596Sub Pay 4,7595th Grade Ice cream social 539Teacher mini grants $75 per classro 3,196Teacher of the year banquet 192Rainy day fund 25Track magnets 1,016School Garden and improvements 1,377Outdoor learning environment 2,850Technology advancements 19,975First grade play area 14,500Grade level grant 2,730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Author visits,Science fair,Odyssey of the mind5th Grade ice cream socialTeacher mini grants limited to $75 per classroomSpelling BeeCooking up Character programTrack magnetsRainy day fundTeacher of the year banquet
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Heather M Shepherd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09196043050
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LPE PTA
ReturnHeader/Filer/BusinessNameControlTxt0LPEP
ReturnHeader/Filer/EIN0262837175
ReturnHeader/Filer/USAddress/AddressLine1Txt02450 Laura Duncan Road
ReturnHeader/Filer/USAddress/CityNm0Apex
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027523
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.26.79.84
ReturnHeader/FilingSecurityInformation/IPDt02017-08-23
ReturnHeader/FilingSecurityInformation/IPTm017:07:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900645792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Sweemer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 Lochwood West Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cary
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027518
ReturnHeader/PreparerPersonGrp/PhoneNum09196052112
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Sweemer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-23T17:06:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.67$0.67$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.80$0.78$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.06$0.97$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.61$0.28$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.07$0.26$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.52$0.44$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.69$0.58$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.80$0.83$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.63$0.71$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.62$0.45$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.46$0.43$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.47$0.71$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.51$0.42$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.58$0.34$0.24