Civic Intelligence

Rocky River Elementary School PTA

EIN 51-0637907 • 501(c)3 • Monroe, NC

Profile

Raise funds to support parent teachers

500 N Rocky River RoadMonroe, NC 28110

rockyriverelemantarypta.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $22,444 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $22,444 (-100%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Down

$10,423

Down $4,361 (-29%) from 2016

Expenses

Up

$15,374

Up $9,423 (+158%) from 2016

Net Income

Down

-$4,951

Down $13,784 (-156%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $7,267Liabilities 2011: $02011Assets 2012: $7,737Net Assets 2012: $7,7372012Assets 2013: $7,737Liabilities 2013: $02013Assets 2014: $10,871Liabilities 2014: $0Net Assets 2014: $10,8712014Assets 2015: $13,611Liabilities 2015: $0Net Assets 2015: $13,6112015Assets 2016: $22,444Liabilities 2016: $0Net Assets 2016: $22,4442016Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2011: $14,856Expenses 2011: $14,631Net Income 2011: $2252011Revenue 2012: $9,618Expenses 2012: $8,686Net Income 2012: $9322012Revenue 2013: $9,618Expenses 2013: $8,686Net Income 2013: $9322013Revenue 2014: $18,724Expenses 2014: $15,591Net Income 2014: $3,1332014Revenue 2015: $14,157Expenses 2015: $11,416Net Income 2015: $2,7412015Revenue 2016: $14,784Expenses 2016: $5,951Net Income 2016: $8,8332016Revenue 2018: $10,423Expenses 2018: $15,374Net Income 2018: -$4,9512018

Highlighted filing

2018

Revenue$10,423
Expenses$15,374
Net Income-$4,951
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$10,423
Expenses
$15,374
Net income
-$4,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$10.4$15.4$4.95
2016Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$14.8$5.95$8.83
2015Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$14.2$11.4$2.74
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$18.7$15.6$3.13
2013Summary only. Only limited summary data is available for this year.$7.74$0.00$9.62$8.69$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$7.74$9.62$8.69$0.93
2011Summary only. Only limited summary data is available for this year.$7.27$0.00$14.9$14.6$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 12, 2018
Return Version
2017v2.2
Gross Receipts
$40,816
Mission and Program Overview

Mission

Raise funds to support parent teachers

Program Services

DescriptionGrantsExpenses
BOOK FAIR-$13,417
FALL FESTIVAL-$8,946
T Shirts-$2,072
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caitlyn D RadfordPresidentPT$0--
Sabrina M ParraVie PresidentPT$0--
Sheila Amy B CooperTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$15,056$15,056-$15,056
Book Fair$13,307$13,307-$13,307
Total Events$28,363$28,363-$28,363
Filing and Contact Details

Filer

Filer Name
Rocky River Elementary School PTA
EIN
51-0637907
Address
500 N Rocky River Road, Monroe, NC 28110

Signing Officer

Name
Sheila Amy B Cooper
Title
Treasurer
Phone
7042907847
Signed
2018-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Sunset Accounting & Tax Services In
Address
PO BOX 681958, Charlotte, NC 28216
Preparer
Michelle Kaye Smith
Phone
7043911533
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADMIN 429BOX TOPS 10INSURANCE 315SCHOOL BEAUITFICATION 337STUDENT ACH 2,830TEACHER APPRECIATION 2,508TEACHER SUPPORT 2,388Transfer Pto 6,557”

Raw XML Appendix162 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/PersonNm0Sheila Amy B Cooper
IRS990EZ/BooksInCareOfDetail/PhoneNum07042901523
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 N Rocky River Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04951
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4951
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04951
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt039866
IRS990EZ/GrossReceiptsAmt040816
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0950
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04951
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04951
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Caitlyn D Radford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sabrina M Parra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sheila Amy B Cooper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VIE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015374
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS TO SUPPORT PARENT TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FALL FESTIVAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BOOK FAIR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2T Shirts
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113417
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22072
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030393
IRS990EZ/SpecialEventsNetIncomeLossAmt09473
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015374
IRS990EZ/TotalProgramServiceExpensesAmt024435
IRS990EZ/TotalRevenueAmt010423
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0pta
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03794
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0191460
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0195254
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066789
IRS990ScheduleA/Total509Grp/TotalAmt0195254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066789
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0195254
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028363
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028363
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Transfer to New PTO
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02018-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0832654753
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt06557
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt06557
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0Rocky River PTO
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0500 N Rocky River Rd
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Monroe
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0NC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd028110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMIN 429BOX TOPS 10INSURANCE 315SCHOOL BEAUITFICATION 337STUDENT ACH 2,830TEACHER APPRECIATION 2,508TEACHER SUPPORT 2,388Transfer Pto 6,557
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sheila Amy B Cooper
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042907847
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rocky River Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0510637907
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 N Rocky River Road
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1174C66D1477EA20CFA68C4FB3F3EF7A79A6685
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1174C66D1477EA20CFA68C4FB3F3EF7A79A6685
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05696432018347vtvn4ou
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.99.77.217
ReturnHeader/FilingSecurityInformation/IPDt02018-12-13
ReturnHeader/FilingSecurityInformation/IPTm010:02:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260885517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sunset Accounting & Tax Services In
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 681958
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028216
ReturnHeader/PreparerPersonGrp/PhoneNum07043911533
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Kaye Smith
ReturnHeader/ReturnTs02018-12-12T17:12:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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No mirrored PDF or thumbnail assets are attached yet.