Civic Intelligence

Poplin Elementary School PTA

990EZ • Fiscal year 2023 • EIN 32-0284549

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 07, 2023

Organization ProfileN/A
5627 Poplin RdIndian Trail, NC 28079

(914) 514-0816

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

21%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-9.0%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$20,324

Up $3,547 (+21%) from 2022

Net Assets

Up

$20,324

Up $3,547 (+21%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$27,387

Down $2,721 (-9.0%) from 2022

Expenses

Down

$23,840

Down $1,932 (-7.5%) from 2022

Net Income

Down

$3,547

Down $789 (-18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$30K$20K$10K$0Assets 2021: $12,441Net Assets 2021: $12,4412021Assets 2022: $16,777Net Assets 2022: $16,7772022Assets 2023: $20,324Net Assets 2023: $20,3242023Assets 2025: $4,576Net Assets 2025: $4,5762025

Highlighted filing

2023

Assets$20,324
Liabilities-
Net Assets$20,324
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

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

$80K$60K$40K$20K$0Revenue 2021: $60,489Expenses 2021: $53,147Net Income 2021: $7,3422021Revenue 2022: $30,108Expenses 2022: $25,772Net Income 2022: $4,3362022Revenue 2023: $27,387Expenses 2023: $23,840Net Income 2023: $3,5472023Revenue 2025: $15,437Expenses 2025: $13,860Net Income 2025: $1,5772025

Highlighted filing

2023

Revenue$27,387
Expenses$23,840
Net Income$3,547
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 7, 2023
Return Version
2022v5.0
Gross Receipts
$99,788
Mission and Program Overview

Mission

Poplin elementary school pta provides volunteer and financial support for the elementary school teachers, staff, and students at poplin elementary.

Program Services

DescriptionGrantsExpenses
FUNDRAISING ACTIVITIES STAFFED SOLELY BY VOLUNTEERS-$23,640
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROOKE SIEGELTreasurerPT$0--
ELIZABETH PERRYPresidentPT$0--
BREENA BARNARDVice PresidePT$0--
MEGAN STROUDVice PresidePT$0--
KELLEY WINTERSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Poplin Elementary School Pta
EIN
32-0284549
Phone
9145140816
Address
5627 POPLIN RD, INDIAN TRAIL, NC 28079

Signing Officer

Name
Brooke Siegel
Title
Treasurer
Phone
9145140816
Signed
2023-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Derek K Atwell CPA Pllc
Address
2593 W ROOSEVELT BLVD STE 205, MONROE, NC 28110-0459
Preparer
Derek K Atwell
Phone
7046357519
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 3,274 insurance 545 academic enrichment 1,020 faculty - staff apprec 2,911 teacher supplies 3,719 nc dues 757 financial fees 195 total 12,421”

Form 990-ez, Part III

“Poplin elementary school pta provides volunteer and financial support for the elementary school teachers, staff, and students at poplin elementary.”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BROOKE SIEGEL
IRS990EZ/BooksInCareOfDetail/PhoneNum09145140816
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05627 POPLIN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIAN TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028079
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016777
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020324
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03481
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03547
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016777
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020324
IRS990EZ/FundraisingGrossIncomeAmt093096
IRS990EZ/GrossReceiptsAmt099788
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03211
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016777
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020324
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016777
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020324
IRS990EZ/OccupancyRentUtltsAndMaintAmt011219
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BROOKE SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BREENA BARNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN STROUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLEY WINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012421
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0POPLIN ELEMENTARY SCHOOL PTA PROVIDES VOLUNTEER AND FINANCIAL SUPPORT FOR THE ELEMENTARY SCHOOL TEACHERS, STAFF, AND STUDENTS AT POPLIN ELEMENTARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING ACTIVITIES STAFFED SOLELY BY VOLUNTEERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023640
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt072401
IRS990EZ/SpecialEventsNetIncomeLossAmt020695
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023840
IRS990EZ/TotalProgramServiceExpensesAmt023640
IRS990EZ/TotalRevenueAmt027387
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09895
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt096307
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt091437
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt054375
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0242119
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0252014
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091737
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060489
IRS990ScheduleA/Total509Grp/TotalAmt0252014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091737
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060489
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 3,274 INSURANCE 545 ACADEMIC ENRICHMENT 1,020 FACULTY - STAFF APPREC 2,911 TEACHER SUPPLIES 3,719 NC DUES 757 FINANCIAL FEES 195 TOTAL 12,421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POPLIN ELEMENTARY SCHOOL PTA PROVIDES VOLUNTEER AND FINANCIAL SUPPORT FOR THE ELEMENTARY SCHOOL TEACHERS, STAFF, AND STUDENTS AT POPLIN ELEMENTARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE SIEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09145140816
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POPLIN ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0POPL
ReturnHeader/Filer/EIN0320284549
ReturnHeader/Filer/PhoneNum09145140816
ReturnHeader/Filer/USAddress/AddressLine1Txt05627 POPLIN RD
ReturnHeader/Filer/USAddress/CityNm0INDIAN TRAIL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028079
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463431488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEREK K ATWELL CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02593 W ROOSEVELT BLVD STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0281100459
ReturnHeader/PreparerPersonGrp/PhoneNum07046357519
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK K ATWELL
ReturnHeader/ReturnTs02023-08-08T17:06:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BROOKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIEGEL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,324
Liabilities
-
Net assets
$20,324
Revenue
$27,387
Expenses
$23,840
Net income
$3,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.58$4.58$15.4$13.9$1.58
2023Detailed filing. Detailed filing data is available for this year.$20.3$20.3$27.4$23.8$3.55
2022Detailed filing. Detailed filing data is available for this year.$16.8$16.8$30.1$25.8$4.34
2021Detailed filing. Detailed filing data is available for this year.$12.4$12.4$60.5$53.1$7.34