Bangert Elementary School PTA

990EZ • Fiscal year 2023 • EIN 46-3199706

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 12, 2023

Organization Profile N/A

3712 Canterbury RdTrent Woods, NC 28562

(252) 514-6415

Siviq Scores

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

0.00x

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

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

0.00x

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

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

3.5%

Higher net margin than 51% of similar nonprofits.

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

Higher top officer pay than 78% of similar nonprofits.

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

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

6.0%

Faster asset growth than 58% of similar nonprofits.

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

-1.4%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets58th percentile

Assets

$37,122

Up $2,115 (+6.0%) from 2022

Net Assets

$37,122

Up $2,115 (+6.0%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin51st percentile

Revenue

Down

$59,868

Down $872 (-1.4%) from 2022

Expenses

Down

$57,753

Down $7,208 (-11%) from 2022

Net Income

$2,115

Up $6,336 (+150%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

Highlighted filing

2023

Assets$37,122

Liabilities$0

Net Assets$37,122

Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

Highlighted filing

2023

Revenue$59,868

Expenses$57,753

Net Income$2,115

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2022 to Jun 30, 2023
Signed: Nov 12, 2023
Return Version: 2022v5.0
Gross Receipts: $70,541

Mission and Program Overview

Mission

To provide educational resources and support to both the students and faculty of bangert elementary school.

Program Services

Description	Grants	Expenses
PURCHASED CLASSROOM SUPPLIES, MATERIALS AND EQUIPMENT THAT BENEFITS STUDENTS	$0	$55,865

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JULIANA PRICE	President	PT	$0	-	-
COURTNEY TAVARES	Vice President	PT	$0	-	-
HEATHER BERNHARDT	Treasurer	-	$0	-	-
NICOLE TOWNSEND	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Charleston Wrap	$20,517	-	-	-
Jingle Bell Trot	$9,340	$4,745	$4,745	$0
Total Events	$46,284	$10,673	$10,673	$0

Filing and Contact Details

Filer

Filer Name: Bangert Elementary School Pta
EIN: 46-3199706
Phone: 2525146415
Address: 3712 CANTERBURY RD, TRENT WOODS, NC 28562

Signing Officer

Name: Heather Bernhardt
Title: Treasurer
Phone: 2525146415
Signed: 2023-11-12
Discuss with paid preparer: Yes

Preparer

Firm: Williams Scarborough Gray Llp
Address: PO BOX 14008, NEW BERN, NC 28561-4008
Preparer: W Randall Gray CPA
Phone: 2526384000

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: capital requests. Amount: 41,481. Description: operating costs. Amount: 1,008. Description: pta dues. Amount: 340. Description: supplies & materials. Amount: 241. Description: teacher appreciation. Amount: 4,158. Description: teacher material reimbursement. Amount: 9,494. Description: field day expenses. Amount: 64. Description: insurance. Amount: 540. Description: library materials. Amount: 270. Description: title 1 grant materials. Amount: 157. Total to form 990-ez, line 16: 57,753.”

Raw XML Appendix180 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	HEATHER BERNHARDT
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2522593457
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	3712 CANTERBURY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	NEW BERN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	28562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	35007
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	37122
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	59348
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	2115
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	35007
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	37122
IRS990EZ/FundraisingGrossIncomeAmt	0	10673
IRS990EZ/GrossReceiptsAmt	0	70541
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	35007
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	37122
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	35007
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	37122
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	6.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JULIANA PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	COURTNEY TAVARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	HEATHER BERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	NICOLE TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	57753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE EDUCATIONAL RESOURCES AND SUPPORT TO BOTH THE STUDENTS AND FACULTY OF BANGERT ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt	0	520
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PURCHASED CLASSROOM SUPPLIES, MATERIALS AND EQUIPMENT THAT BENEFITS STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	55865
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	10673
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	57753
IRS990EZ/TotalProgramServiceExpensesAmt	0	55865
IRS990EZ/TotalRevenueAmt	0	59868
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	59348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	60295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	9492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	45582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	47127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	221844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	3342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	19417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	23084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	46808
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	268652
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	59868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	60740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	12834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	64999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	70211
IRS990ScheduleA/Total509Grp/TotalAmt	0	268652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	59868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	60740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	12834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	64999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	70211
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	268652
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt	0	35611
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt	0	4595
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt	0	20517
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt	0	10499
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	10673
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	JINGLE BELL TROT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	CHARLESTON WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	9340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	20517
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	16427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	46284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	4745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	5928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	10673
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	5928
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	10673
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	4745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: CAPITAL REQUESTS. AMOUNT: 41,481. DESCRIPTION: OPERATING COSTS. AMOUNT: 1,008. DESCRIPTION: PTA DUES. AMOUNT: 340. DESCRIPTION: SUPPLIES & MATERIALS. AMOUNT: 241. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 4,158. DESCRIPTION: TEACHER MATERIAL REIMBURSEMENT. AMOUNT: 9,494. DESCRIPTION: FIELD DAY EXPENSES. AMOUNT: 64. DESCRIPTION: INSURANCE. AMOUNT: 540. DESCRIPTION: LIBRARY MATERIALS. AMOUNT: 270. DESCRIPTION: TITLE 1 GRANT MATERIALS. AMOUNT: 157. TOTAL TO FORM 990-EZ, LINE 16: 57,753.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HEATHER BERNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2525146415
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BANGERT ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	BANG
ReturnHeader/Filer/EIN	0	463199706
ReturnHeader/Filer/PhoneNum	0	2525146415
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3712 CANTERBURY RD
ReturnHeader/Filer/USAddress/CityNm	0	TRENT WOODS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	561313870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIAMS SCARBOROUGH GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 14008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	285614008
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2526384000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	W RANDALL GRAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2023-11-15T07:31:29-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BERNHARDT
ReturnHeader/TaxPeriodBeginDt	0	2022-07-01
ReturnHeader/TaxPeriodEndDt	0	2023-06-30
ReturnHeader/TaxYr	0	2022

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: $37,122
Liabilities: $0
Net assets: $37,122
Revenue: $59,868
Expenses: $57,753
Net income: $2,115

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$48.4	$0.00	$48.4	$45.1	$44.8	$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$48.1	$0.00	$48.1	$68.4	$57.5	$11.0
2023Detailed filing. Detailed filing data is available for this year.	$37.1	$0.00	$37.1	$59.9	$57.8	$2.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$35.0	$0.00	$35.0	$60.7	$65.0	$4.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$43.7	$0.00	$43.7	$46.0	$24.8	$21.3
2019Detailed filing. Detailed filing data is available for this year.	$22.4	$0.00	$22.4	$47.1	$49.5	$2.36
2018Summary only. Only limited summary data is available for this year.	$24.8	$0.00		$38.8	$33.8	$5.07