Civic Intelligence

Banks Road Elementary School PTA

990EZ • Fiscal year 2024 • EIN 27-0168157

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

10225 Chambers RoadRaleigh, NC 27603

(919) 890-7333

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

2.1%

Higher net margin than 48% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$30,308

No earlier filing loaded for comparison.

Net Assets

$30,308

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$79,057

No earlier filing loaded for comparison.

Expenses

$77,431

No earlier filing loaded for comparison.

Net Income

$1,626

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2024: $30,308Liabilities 2024: $0Net Assets 2024: $30,3082024Assets 2025: $15,361Liabilities 2025: $0Net Assets 2025: $15,3612025

Highlighted filing

2024

Assets$30,308
Liabilities$0
Net Assets$30,308

Operations Trend

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

$100K$50K$0-$50KRevenue 2024: $79,057Expenses 2024: $77,431Net Income 2024: $1,6262024Revenue 2025: $56,631Expenses 2025: $71,940Net Income 2025: -$15,3092025

Highlighted filing

2024

Revenue$79,057
Expenses$77,431
Net Income$1,626
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.0
Gross Receipts
$85,212
Mission and Program Overview

Mission

The overall purpose of Banks Road Elementary School PTA is to make every child's potential a reality by engaging and empowering families, teachers, staff and other community members to advocate for and support all children.

Program Services

DescriptionGrantsExpenses
Teacher and staff appreciation (snacks and lunch events for teachers and staff, t-shirts, classroom supplies, staff appreciation week events).$0$15,410
Student enrichment (educational software subscriptions, library books, sports equipment, 5th grade graduation celebration, student clubs).$0$14,781
Community outreach (kindergarten parent breakfast, gift drive for children in need, field trip scholarships).$0$3,157
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valarie DavisPresidentPT$0--
Caroline MarloweVice PresidentPT$0--
Sara YontzTreasurerPT$0--
Christina BrownSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
27-0168157
Phone
9198907333
Address
10225 Chambers Road, Raleigh, NC 27603

Signing Officer

Name
Sara Yontz
Title
Treasurer
Phone
9198907333
Signed
2024-11-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Paid NCPTA and National PTA dues on behalf of our local unit members: $413.50 Paid for advanced teacher certification on behalf of one of our faculty members: $300

Form 990-EZ, Part I, Line 16

PTA Liability Insurance (Policy through AIM, Inc.): $380 Moneyminder accounting software subscription: $186.02 Wake County PTA Council Dues: $50.00. Program expenses as detailed in return for student enrichment and support, teacher and staff appreciation, and community outreach: 33,348.02.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Paid NCPTA and National PTA dues on behalf of our local unit members: $413.50 Paid for advanced teacher certification on behalf of one of our faculty members: $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Liability Insurance (Policy through AIM, Inc.): $380 Moneyminder accounting software subscription: $186.02 Wake County PTA Council Dues: $50.00. Program expenses as detailed in return for student enrichment and support, teacher and staff appreciation, and community outreach: 33,348.02.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Yontz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09198907333
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Banks Road Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0270168157
ReturnHeader/Filer/PhoneNum09198907333
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-12T15:30:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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