Civic Intelligence

Bangert Elementary School PTA

990EZ • Fiscal year 2024 • EIN 46-3199706

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization ProfileN/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.

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$48,074

Up $10,952 (+30%) from 2023

Net Assets

Up

$48,074

Up $10,952 (+30%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Up

$68,429

Up $8,561 (+14%) from 2023

Expenses

Down

$57,477

Down $276 (-0.5%) from 2023

Net Income

Up

$10,952

Up $8,837 (+418%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$60K$40K$20K$0Assets 2018: $24,794Liabilities 2018: $02018Assets 2019: $22,431Liabilities 2019: $0Net Assets 2019: $22,4312019Assets 2020: $43,714Liabilities 2020: $0Net Assets 2020: $43,7142020Assets 2022: $35,007Liabilities 2022: $0Net Assets 2022: $35,0072022Assets 2023: $37,122Liabilities 2023: $0Net Assets 2023: $37,1222023Assets 2024: $48,074Liabilities 2024: $0Net Assets 2024: $48,0742024Assets 2025: $48,416Liabilities 2025: $0Net Assets 2025: $48,4162025

Highlighted filing

2024

Assets$48,074
Liabilities$0
Net Assets$48,074
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2018: $38,831Expenses 2018: $33,757Net Income 2018: $5,0742018Revenue 2019: $47,127Expenses 2019: $49,490Net Income 2019: -$2,3632019Revenue 2020: $46,047Expenses 2020: $24,764Net Income 2020: $21,2832020Revenue 2022: $60,740Expenses 2022: $64,961Net Income 2022: -$4,2212022Revenue 2023: $59,868Expenses 2023: $57,753Net Income 2023: $2,1152023Revenue 2024: $68,429Expenses 2024: $57,477Net Income 2024: $10,9522024Revenue 2025: $45,143Expenses 2025: $44,801Net Income 2025: $3422025

Highlighted filing

2024

Revenue$68,429
Expenses$57,477
Net Income$10,952
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$84,024
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PURCHASED CLASSROOM SUPPLIES, MATERIALS AND EQUIPMENT THAT BENEFITS STUDENTS$0$56,148
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANA PRICEPresidentPT$0--
COURTNEY TAVARESVice PresidentPT$0--
HEATHER BERNHARDTTreasurer-$0--
NICOLE TOWNSENDSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jingle Bell Trot$10,586$5,237$5,237$0
Charleston Wrap$21,624$388$388$0
Total Events$47,313$15,595$15,595$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
2024-11-15
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: 33,008. Description: operating costs. Amount: 196. Description: pta dues. Amount: 593. Description: supplies & materials. Amount: 2,452. Description: teacher appreciation. Amount: 11,332. Description: teacher material reimbursement. Amount: 8,665. Description: field day expenses. Amount: 691. Description: insurance. Amount: 540. Total to form 990-ez, line 16: 57,477.”

Raw XML Appendix177 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0HEATHER BERNHARDT
IRS990EZ/BooksInCareOfDetail/PhoneNum02522593457
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03712 CANTERBURY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW BERN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037122
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048074
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt067746
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010952
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037122
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048074
IRS990EZ/FundraisingGrossIncomeAmt015595
IRS990EZ/GrossReceiptsAmt084024
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037122
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048074
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037122
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048074
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt018.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIANA PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY TAVARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER BERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt057477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL RESOURCES AND SUPPORT TO BOTH THE STUDENTS AND FACULTY OF BANGERT ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt0683
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASED CLASSROOM SUPPLIES, MATERIALS AND EQUIPMENT THAT BENEFITS STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056148
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt015595
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057477
IRS990EZ/TotalProgramServiceExpensesAmt056148
IRS990EZ/TotalRevenueAmt068429
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt067746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0242463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024407
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0266870
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064999
IRS990ScheduleA/Total509Grp/TotalAmt0266870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064999
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0266870
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031718
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05349
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt021236
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05133
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015595
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JINGLE BELL TROT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARLESTON WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0388
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015595
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09970
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015595
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05237
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0388
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CAPITAL REQUESTS. AMOUNT: 33,008. DESCRIPTION: OPERATING COSTS. AMOUNT: 196. DESCRIPTION: PTA DUES. AMOUNT: 593. DESCRIPTION: SUPPLIES & MATERIALS. AMOUNT: 2,452. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 11,332. DESCRIPTION: TEACHER MATERIAL REIMBURSEMENT. AMOUNT: 8,665. DESCRIPTION: FIELD DAY EXPENSES. AMOUNT: 691. DESCRIPTION: INSURANCE. AMOUNT: 540. TOTAL TO FORM 990-EZ, LINE 16: 57,477.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER BERNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02525146415
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANGERT ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BANG
ReturnHeader/Filer/EIN0463199706
ReturnHeader/Filer/PhoneNum02525146415
ReturnHeader/Filer/USAddress/AddressLine1Txt03712 CANTERBURY RD
ReturnHeader/Filer/USAddress/CityNm0TRENT WOODS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561313870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS SCARBOROUGH GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 14008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0285614008
ReturnHeader/PreparerPersonGrp/PhoneNum02526384000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W RANDALL GRAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T10:32:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,074
Liabilities
$0
Net assets
$48,074
Revenue
$68,429
Expenses
$57,477
Net income
$10,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2024Detailed filing. Detailed filing data is available for this year.$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