Civic Intelligence

Banks Road Elementary School PTA

990EZ • Fiscal year 2025 • EIN 27-0168157

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 11, 2025

10225 Chambers RdRaleigh, NC 27603

(919) 890-7333

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

14th percentile

-27%

Higher net margin than 14% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-49%

Faster asset growth than 10% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$15,361

Down $14,947 (-49%) from 2024

Net Assets

Down

$15,361

Down $14,947 (-49%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$56,631

Down $22,426 (-28%) from 2024

Expenses

Down

$71,940

Down $5,491 (-7.1%) from 2024

Net Income

Down

-$15,309

Down $16,935 (-1042%) from 2024

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

2025

Assets$15,361
Liabilities$0
Net Assets$15,361

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

2025

Revenue$56,631
Expenses$71,940
Net Income-$15,309
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 11, 2025
Return Version
2024v5.1
Gross Receipts
$70,008
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
School/Teacher/Staff Support Totals (includes Campus Beautification, Playground Upgrade, Staff Professional Development, School Supplies, and Staff Appreciation Events)-$46,357
Student/Family/Community Support Totals (includes Book Fair, 5th Grade Celebration, Fall Event, and Community Outreach/Gift Drive)-$10,887
Learning Totals (includes Field Trips, Student Clubs, Educational Software, and Book Vending Machine Restock)-$6,106
Compensation and Service Providers

Employees

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

Filer

Filer Name
Banks Road Elementary School PTA
EIN
27-0168157
Phone
9198907333
Address
10225 Chambers Rd, Raleigh, NC 27603

Signing Officer

Name
Sara Yontz
Title
Treasurer
Phone
9198907333
Signed
2025-10-11
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 8

Banking Fee Refund ($36) + Teacher Luncheon Grocery Return ($33) + Teacher Appreciation Breakfast Restaurant Refund ($774) + Donation for Teacher Appreciation Breakfast ($250) + Teacher Stipend Overpayment ($5) = $1,098

990-EZ, Part I, Line 10

School Supplies & Educational Software ($9,606) + County/State/National PTA Dues ($470) + Student Enrichment Activities ($1,777) + Grants [National Teacher Certification, Cafeteria Angel Fund, Teacher of the Year/Teacher Assistant of the Year Banquet Tickets] ($1,345) = $13,199

990-EZ, Part I, Line 16

Student Celebration & Community Outreach ($11,850) + Campus Beautification & Playground Enhancement ($33,124) + Staff Appreciation & Support ($9,115) + Book Fair ($3,964) + PTA Administrative Expenses ($687) = $58,741

Raw XML Appendix200 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/PersonNm0Valarie Davis
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IRS990EZ/OtherExpensesTotalAmt058741
IRS990EZ/OtherRevenueTotalAmt01098
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IRS990EZ/PrimaryExemptPurposeTxt0The 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06106
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IRS990EZ/TotalRevenueAmt056631
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://www.wcpss.net/domain/13558
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Banking Fee Refund ($36) + Teacher Luncheon Grocery Return ($33) + Teacher Appreciation Breakfast Restaurant Refund ($774) + Donation for Teacher Appreciation Breakfast ($250) + Teacher Stipend Overpayment ($5) = $1,098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Supplies & Educational Software ($9,606) + County/State/National PTA Dues ($470) + Student Enrichment Activities ($1,777) + Grants [National Teacher Certification, Cafeteria Angel Fund, Teacher of the Year/Teacher Assistant of the Year Banquet Tickets] ($1,345) = $13,199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Celebration & Community Outreach ($11,850) + Campus Beautification & Playground Enhancement ($33,124) + Staff Appreciation & Support ($9,115) + Book Fair ($3,964) + PTA Administrative Expenses ($687) = $58,741
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Yontz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09198907333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Banks Road Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0BANK
ReturnHeader/Filer/EIN0270168157
ReturnHeader/Filer/PhoneNum09198907333
ReturnHeader/Filer/USAddress/AddressLine1Txt010225 Chambers Rd
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027603
ReturnHeader/ReturnTs02025-10-11T16:20:34Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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