Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 41-2106729

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 24, 2018

12100 Buffalo RdClayton, NC 27527

(919) 553-1977

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$8,782

Down $3,203 (-27%) from 2017

Net Assets

Down

$8,782

Down $3,203 (-27%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Up

$57,492

Up $5,148 (+9.8%) from 2017

Expenses

Up

$60,695

Up $12,825 (+27%) from 2017

Net Income

Down

-$3,203

Down $7,677 (-172%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $22,098Net Assets 2011: $22,0982011Assets 2012: $10,399Net Assets 2012: $10,3992012Assets 2013: $28,900Liabilities 2013: $0Net Assets 2013: $28,9002013Assets 2014: $8,361Liabilities 2014: $0Net Assets 2014: $8,3612014Assets 2015: $9,438Liabilities 2015: $0Net Assets 2015: $9,4382015Assets 2016: $7,511Liabilities 2016: $0Net Assets 2016: $7,5112016Assets 2017: $11,985Liabilities 2017: $0Net Assets 2017: $11,9852017Assets 2018: $8,782Liabilities 2018: $0Net Assets 2018: $8,7822018Assets 2019: $13,940Liabilities 2019: $0Net Assets 2019: $13,9402019Assets 2020: $21,003Liabilities 2020: $0Net Assets 2020: $21,0032020Assets 2021: $13,455Liabilities 2021: $0Net Assets 2021: $13,4552021Assets 2022: $43,959Liabilities 2022: $0Net Assets 2022: $43,9592022Assets 2023: $52,555Liabilities 2023: $0Net Assets 2023: $52,5552023Assets 2024: $57,549Liabilities 2024: $0Net Assets 2024: $57,5492024Assets 2025: $42,824Liabilities 2025: $0Net Assets 2025: $42,8242025

Highlighted filing

2018

Assets$8,782
Liabilities$0
Net Assets$8,782

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $49,850Expenses 2011: $36,633Net Income 2011: $13,2172011Revenue 2012: $39,816Expenses 2012: $51,515Net Income 2012: -$11,6992012Expenses 2013: $20,5822013Revenue 2014: $35,590Expenses 2014: $56,129Net Income 2014: -$20,5392014Revenue 2015: $50,175Expenses 2015: $49,098Net Income 2015: $1,0772015Revenue 2016: $61,854Expenses 2016: $63,781Net Income 2016: -$1,9272016Revenue 2017: $52,344Expenses 2017: $47,870Net Income 2017: $4,4742017Revenue 2018: $57,492Expenses 2018: $60,695Net Income 2018: -$3,2032018Revenue 2019: $51,765Expenses 2019: $46,607Net Income 2019: $5,1582019Revenue 2020: $94,389Expenses 2020: $87,326Net Income 2020: $7,0632020Revenue 2021: $8,067Expenses 2021: $15,615Net Income 2021: -$7,5482021Revenue 2022: $47,964Expenses 2022: $17,460Net Income 2022: $30,5042022Revenue 2023: $69,904Expenses 2023: $61,308Net Income 2023: $8,5962023Revenue 2024: $35,575Expenses 2024: $30,581Net Income 2024: $4,9942024Revenue 2025: $26,372Expenses 2025: $41,097Net Income 2025: -$14,7252025

Highlighted filing

2018

Revenue$57,492
Expenses$60,695
Net Income-$3,203
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 24, 2018
Return Version
2017v2.2
Gross Receipts
$91,966
Mission and Program Overview

Mission

To promote education at river dell elementary

To promote education at river dell elem

Program Services

DescriptionGrantsExpenses
PROVIDE TECHNOLOGY EQUIPMENT FOR SCHOOL-$15,000
PROVIDE ASSISTANCE TO RIVER DELL ELEMENTARY SCHOOL FOR CLASSROOM PROGRAMS AND SUPPLIES PLAYGROUND EQUIPMENT AND FENCING-$11,000
PROVIDE EDUCATIONAL AND CULTURAL PROGRAMS FOR STUDENTS AND PROMOTE AWARENESS OF NEEDS OF THE COMMUNITY AT LARGE-$6,246
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA COLEPresident-$0--
REBECCA SPELLCo-Vice President-$0--
BETH MALONECo- Vice President-$0--
MYRON SPELLTreasurer-$0--
FARRAH BROOKSSecretary-$0--
CANDACE SHEARINCo-Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookfair$21,706$21,706-$21,706
Read-a-thon$16,743$16,743-$16,743
Total Events$87,539$87,539-$87,539
Filing and Contact Details

Filer

Filer Name
River Dell Elementary Pta
EIN
41-2106729
Address
12100 BUFFALO RD, CLAYTON, NC 27527

Signing Officer

Name
Myron Spell
Title
Treasurer
Phone
9195531977
Signed
2018-09-24
Discuss with paid preparer
No

Preparer

Firm
Norris & Cooke Accounting Inc
Address
201 S Bright Leaf Blvd Ste 1, Smithfield, NC 27577
Preparer
Kelly Cooke Lemons
Phone
9199347675
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity support and assistance-fencing grantee river dell elementary school street 12100 buffalo road city, state, zip clayton, nc 27527relationship school amount 11,000activity technology equipment grantee river dell elementary school street 12100 buffalo road city, state, zip clayton, nc 27527relationship school amount 15,000activity support and assistance-media and community grantee river dell elementary school street 12100 buffalo road city, state, zip clayton, nc 27527relationship school amount 6,246

Description of other expenses Part I line 16

Description amounthospitality/ teacher appreciation 9,950membership dues paid to state 1,080insurance 215student needs 1,569bank fees 380office expense 1,510folders 1,250accounting software 159artists in schools 895parent events 1,031grade level celebrations/ expenses 10,101

Raw XML Appendix184 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/PhoneNum09195531977
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012100 BUFFALO RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01721
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CYNTHIA COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA SPELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH MALONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MYRON SPELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FARRAH BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CANDACE SHEARIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO- VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028140
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATION AT RIVER DELL ELEM
IRS990EZ/PrintingPublicationsPostageAmt059
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TECHNOLOGY EQUIPMENT FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATIONAL AND CULTURAL PROGRAMS FOR STUDENTS AND PROMOTE AWARENESS OF NEEDS OF THE COMMUNITY AT LARGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE ASSISTANCE TO RIVER DELL ELEMENTARY SCHOOL FOR CLASSROOM PROGRAMS AND SUPPLIES PLAYGROUND EQUIPMENT AND FENCING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16246
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034474
IRS990EZ/SpecialEventsNetIncomeLossAmt053065
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060695
IRS990EZ/TotalProgramServiceExpensesAmt032246
IRS990EZ/TotalRevenueAmt057492
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001055
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RIVER DELL ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt049090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt049090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087539
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt087539
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SUPPORT AND ASSISTANCE-FENCING GRANTEE RIVER DELL ELEMENTARY SCHOOL STREET 12100 BUFFALO ROAD CITY, STATE, ZIP CLAYTON, NC 27527RELATIONSHIP SCHOOL AMOUNT 11,000ACTIVITY TECHNOLOGY EQUIPMENT GRANTEE RIVER DELL ELEMENTARY SCHOOL STREET 12100 BUFFALO ROAD CITY, STATE, ZIP CLAYTON, NC 27527RELATIONSHIP SCHOOL AMOUNT 15,000ACTIVITY SUPPORT AND ASSISTANCE-MEDIA AND COMMUNITY GRANTEE RIVER DELL ELEMENTARY SCHOOL STREET 12100 BUFFALO ROAD CITY, STATE, ZIP CLAYTON, NC 27527RELATIONSHIP SCHOOL AMOUNT 6,246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTHOSPITALITY/ TEACHER APPRECIATION 9,950MEMBERSHIP DUES PAID TO STATE 1,080INSURANCE 215STUDENT NEEDS 1,569BANK FEES 380OFFICE EXPENSE 1,510FOLDERS 1,250ACCOUNTING SOFTWARE 159ARTISTS IN SCHOOLS 895PARENT EVENTS 1,031GRADE LEVEL CELEBRATIONS/ EXPENSES 10,101
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MYRON SPELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195531977
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIVER DELL ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0412106729
ReturnHeader/Filer/USAddress/AddressLine1Txt012100 BUFFALO RD
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027527
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D3890F83999BB9CB16079B7B7AA9CC36E96905C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D3890F83999BB9CB16079B7B7AA9CC36E96905C7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06967352018270uen0gt3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-09-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.182.219.121
ReturnHeader/FilingSecurityInformation/IPDt02018-09-27
ReturnHeader/FilingSecurityInformation/IPTm012:11:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471964833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Cooke Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S Bright Leaf Blvd Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027577
ReturnHeader/PreparerPersonGrp/PhoneNum09199347675
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Cooke Lemons
ReturnHeader/ReturnTs02018-09-27T12:09:15-04:00
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.$42.8$0.00$42.8$26.4$41.1$14.7
2024Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$35.6$30.6$4.99
2023Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$69.9$61.3$8.60
2022Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$48.0$17.5$30.5
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$8.07$15.6$7.55
2020Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$94.4$87.3$7.06
2019Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$51.8$46.6$5.16
2018Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$57.5$60.7$3.20
2017Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$52.3$47.9$4.47
2016Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$61.9$63.8$1.93
2015Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$50.2$49.1$1.08
2014Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$35.6$56.1$20.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$0.00$28.9$20.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$10.4$39.8$51.5$11.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$22.1$49.9$36.6$13.2