Civic Intelligence

Forest Pines Drive Elementary PTA

990EZ • Fiscal year 2018 • EIN 36-4576096

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileN/A
11455 Forest Pines DriveRaleigh, NC 27614

(919) 562-6262

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

13th percentile

-28%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-7.3%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,915

Down $8,071 (-22%) from 2017

Net Assets

Down

$28,915

Down $8,071 (-22%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$29,133

Down $2,309 (-7.3%) from 2017

Expenses

Up

$37,203

Up $12,587 (+51%) from 2017

Net Income

Down

-$8,070

Down $14,896 (-218%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$60K$40K$20K$0Assets 2011: $20,117Liabilities 2011: $0Net Assets 2011: $20,1172011Assets 2012: $26,759Liabilities 2012: $0Net Assets 2012: $26,7592012Assets 2013: $30,279Net Assets 2013: $30,2792013Assets 2014: $23,671Net Assets 2014: $23,6712014Assets 2015: $24,855Net Assets 2015: $24,8552015Assets 2016: $30,159Net Assets 2016: $30,1592016Assets 2017: $36,986Net Assets 2017: $36,9862017Assets 2018: $28,915Net Assets 2018: $28,9152018Assets 2019: $48,728Liabilities 2019: $0Net Assets 2019: $48,7282019

Highlighted filing

2018

Assets$28,915
Liabilities-
Net Assets$28,915
Open 2018 Filing

Operations Trend

Revenue Growth37th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $30,862Expenses 2011: $28,568Net Income 2011: $2,2942011Revenue 2012: $26,918Expenses 2012: $20,276Net Income 2012: $6,6422012Revenue 2013: $25,074Expenses 2013: $21,554Net Income 2013: $3,5202013Revenue 2014: $30,244Expenses 2014: $36,852Net Income 2014: -$6,6082014Revenue 2015: $26,117Expenses 2015: $24,935Net Income 2015: $1,1822015Revenue 2016: $36,459Expenses 2016: $31,154Net Income 2016: $5,3052016Revenue 2017: $31,442Expenses 2017: $24,616Net Income 2017: $6,8262017Revenue 2018: $29,133Expenses 2018: $37,203Net Income 2018: -$8,0702018Revenue 2019: $54,322Expenses 2019: $34,509Net Income 2019: $19,8132019

Highlighted filing

2018

Revenue$29,133
Expenses$37,203
Net Income-$8,070
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$65,282
Mission and Program Overview

Mission

Elementary parent teachers association.

Program Services

DescriptionGrantsExpenses
SUPPORT THE SCHOOL AND TEACHERS BY PROVIDING FUNDS FOR HOSPITALITY, STAFF APPRECIATION, CULTURAL ARTS, BEAUTIFICATION AND OTHER ACTIVITIES-$23,396
PROVIDE TEACHERS WITH CLASSROOM SUPPLIES, GRANTS, STUDENT AWARDS/RECOGNITION, SCHOOL ACTIVITES AND TECHNOLOGY. 26 GRANTS WERE PROVIDED TO TEACHERS.$3,313$10,696
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN WALTERPresidentPT$0--
ASHLEY GLENTreasurerPT$0--
JULIE TRINKSSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Glow Run$15,230-$4,173-
Spring Carnival$5,921-$3,219-
Total Events$21,151-$7,392$-7,392
Filing and Contact Details

Filer

Filer Name
Forest Pines Drive Elementary Pta
EIN
36-4576096
Address
11455 FOREST PINES DRIVE, RALEIGH, NC 27614

Signing Officer

Name
Ann Walter
Title
President
Phone
9195626262
Signed
2018-11-15

Preparer

Firm
Dreher Martin Cpas Pa
Address
4101 LAKE BOONE TRL STE 118, RALEIGH, NC 27607
Preparer
Susan C Martin
Phone
9195109399
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 455 hospitality 699 membership 625 cultural arts 3,470 staff appreciation 2,123 beautification 14,366 technology 7,383 bank charges 55 reconciliation discrepanc 86 fifth grade activities 2,308 food & hospitality 430 pta training\council dues 50 total 32,050”

Raw XML Appendix164 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036985
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IRS990EZ/FundraisingGrossIncomeAmt03814
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03313
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06447
IRS990EZ/GrossReceiptsAmt065282
IRS990EZ/GrossSalesOfInventoryAmt033956
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01204
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036985
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036985
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN WALTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE TRINKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY PARENT TEACHERS ASSOCIATION.
IRS990EZ/PrintingPublicationsPostageAmt01840
IRS990EZ/ProgramServiceRevenueAmt02610
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TEACHERS WITH CLASSROOM SUPPLIES, GRANTS, STUDENT AWARDS/RECOGNITION, SCHOOL ACTIVITES AND TECHNOLOGY. 26 GRANTS WERE PROVIDED TO TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT THE SCHOOL AND TEACHERS BY PROVIDING FUNDS FOR HOSPITALITY, STAFF APPRECIATION, CULTURAL ARTS, BEAUTIFICATION AND OTHER ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03313
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010696
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123396
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08640
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4826
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037203
IRS990EZ/TotalProgramServiceExpensesAmt034092
IRS990EZ/TotalRevenueAmt029133
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0182365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt070097
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt030970
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt031282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt08983
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt09011
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt07852
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt088098
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0340560
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062904
IRS990ScheduleA/Total509Grp/TotalAmt0340560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070754
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062904
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0340560
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021151
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015230
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05921
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07392
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GLOW RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021151
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7392
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07392
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04173
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 455 HOSPITALITY 699 MEMBERSHIP 625 CULTURAL ARTS 3,470 STAFF APPRECIATION 2,123 BEAUTIFICATION 14,366 TECHNOLOGY 7,383 BANK CHARGES 55 RECONCILIATION DISCREPANC 86 FIFTH GRADE ACTIVITIES 2,308 FOOD & HOSPITALITY 430 PTA TRAINING\COUNCIL DUES 50 TOTAL 32,050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN WALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195626262
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST PINES DRIVE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0364576096
ReturnHeader/Filer/USAddress/AddressLine1Txt011455 FOREST PINES DRIVE
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027614
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE642F06167533C1062D8946D69BB3B616494321
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA24F935BB1BC4D4243162E9284C3AE76B957495
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.113.229.218
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:41:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562344058
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DREHER MARTIN CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04101 LAKE BOONE TRL STE 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09195109399
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN C MARTIN
ReturnHeader/ReturnTs02018-11-07T10:41:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,915
Liabilities
-
Net assets
$28,915
Revenue
$29,133
Expenses
$37,203
Net income
-$8,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$54.3$34.5$19.8
2018Detailed filing. Detailed filing data is available for this year.$28.9$28.9$29.1$37.2$8.07
2017Detailed filing. Detailed filing data is available for this year.$37.0$37.0$31.4$24.6$6.83
2016Detailed filing. Detailed filing data is available for this year.$30.2$30.2$36.5$31.2$5.31
2015Detailed filing. Detailed filing data is available for this year.$24.9$24.9$26.1$24.9$1.18
2014Detailed filing. Detailed filing data is available for this year.$23.7$23.7$30.2$36.9$6.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$30.3$25.1$21.6$3.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$0.00$26.8$26.9$20.3$6.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.00$20.1$30.9$28.6$2.29