Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 26-2837175

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 09, 2018

2450 Laura Duncan RoadApex, NC 27523

(919) 604-3050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

31st percentile

-4.4%

Higher net margin than 31% 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

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$38,160

Down $3,507 (-8.4%) from 2017

Net Assets

Down

$38,160

Down $3,507 (-8.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$79,783

Up $16,789 (+27%) from 2017

Expenses

Up

$83,290

Up $12,026 (+17%) from 2017

Net Income

Up

-$3,507

Up $4,763 (+58%) 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: $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

2018

Assets$38,160
Liabilities$0
Net Assets$38,160

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

2018

Revenue$79,783
Expenses$83,290
Net Income-$3,507
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 9, 2018
Return Version
2017v2.2
Gross Receipts
$141,733
Mission and Program Overview

Mission

Support Laurel Park Elementary School

Program Services

DescriptionGrantsExpenses
Technology purchases for classrooms$12,000$36,298
Other program services$7,205$28,584
Cultural arts programs-$5,274
School improvements and garden-$1,312
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claire M PhillipsTreasurerPT$0--
Kelly Bartlett PhillipsSecretaryPT$0--
Stephanie MitchellVice President Of Fund RaisingPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$57,243$57,243$30,275$26,968
GoPlaySave$21,778$21,778$10,007$11,771
Total Events$120,457$120,457$61,950$58,507
Filing and Contact Details

Filer

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

Signing Officer

Name
Claire M Phillips
Title
Treasurer
Phone
9196043050
Signed
2018-08-09
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 297Board misc expenses 242Council dues 50Insurance 475NC/Wake PTA dues 664PTA council donation 100QuickBooks fees 147Hospitality 2,788Web site 164Carryover of 2016-2017 costs (16)Author visits 571Bird garden 38Cooking up Character 238Cultural Arts 5,274Lego Supplies and materials 17,348Odyssey of the Mind 423Sub pay for teacher planning 5,940Walk / bike to school 3555th Grade moving up ceremony 317Eagle Scout project 723Outdoor learning environments 391Rainy day fund 55School garden 471School improvements 841Teacher mini grants 7,924Teacher of the year banquet 200Technology & Media Center improveme 36,298

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 banquetLego supplies and materials

Raw XML Appendix183 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/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0622
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17205
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21312
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt328584
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt061950
IRS990EZ/SpecialEventsNetIncomeLossAmt058507
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0www.laurelparkespta.wcpss.net
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04891
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0129487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0127150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100617
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057243
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057243
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt061950
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030275
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010007
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank fees 297Board misc expenses 242Council dues 50Insurance 475NC/Wake PTA dues 664PTA council donation 100QuickBooks fees 147Hospitality 2,788Web site 164Carryover of 2016-2017 costs (16)Author visits 571Bird garden 38Cooking up Character 238Cultural Arts 5,274Lego Supplies and materials 17,348Odyssey of the Mind 423Sub pay for teacher planning 5,940Walk / bike to school 3555th Grade moving up ceremony 317Eagle Scout project 723Outdoor learning environments 391Rainy day fund 55School garden 471School improvements 841Teacher mini grants 7,924Teacher of the year banquet 200Technology & Media Center improveme 36,298
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 banquetLego supplies and materials
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Claire M Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09196043050
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-09
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/IPDt02018-08-09
ReturnHeader/FilingSecurityInformation/IPTm007:16:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Sweemer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 Lochwood West Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cary
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum09196052112
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Sweemer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-09T07:14:57-04:00
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
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