Civic Intelligence

Rocky River Elementary School PTA

990EZ • Fiscal year 2014 • EIN 51-0637907

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 29, 2014

Organization ProfileROCKYRIVERELEMANTARYPTA.COM
500 N Rocky River RoadMonroe, NC 28110

(704) 290-1523

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$10,871

Up $3,134 (+41%) from 2013

Net Assets

$10,871

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Up

$18,724

Up $9,106 (+95%) from 2013

Expenses

Up

$15,591

Up $6,905 (+79%) from 2013

Net Income

Up

$3,133

Up $2,201 (+236%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$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

2014

Assets$10,871
Liabilities$0
Net Assets$10,871
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$18,724
Expenses$15,591
Net Income$3,133
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 29, 2014
Return Version
2013v3.1
Gross Receipts
$66,789
Mission and Program Overview

Mission

Raise funds to support parent teachers

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
FUNDRAISERS-$28,370
BOOK FAIR SPRING-$7,566
BOOK FAIR FALL-$4,741
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE SHAWPresidentPT$0--
JENNIFER KELLERVice PresidentPT$0--
LEAH HARRISONTreasurerPT$0--
SARAH OBRIANSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$43,998$43,998-$43,998
Total Events$43,998$43,998-$43,998
Filing and Contact Details

Filer

EIN
51-0637907
Phone
7042901523

Signing Officer

Name
Kate Shaw
Title
President
Signed
2014-10-29
Discuss with paid preparer
Yes

Preparer

Preparer
Michelle Kaye Smith
Phone
7043911533
Supplemental Narrative

Additional Explanations

990 EZ Part 1 Line 16

“OTHER EXPENSES”

Part III

“To raise funds to support parents, staff and students”

Raw XML Appendix138 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/PersonNm0KATE SHAW
IRS990EZ/BooksInCareOfDetail/PhoneNum07042901523
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10500 N ROCKY RIVER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010871
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03133
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0281
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07737
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010871
IRS990EZ/FundraisingGrossIncomeAmt065939
IRS990EZ/GrossReceiptsAmt066789
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0850
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07737
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010870
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07737
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010871
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATE SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEAH HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH OBRIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETAry
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015310
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOOK FAIR SPRING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BOOK FAIR FALL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDRAISERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07566
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14741
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt228370
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt048065
IRS990EZ/SpecialEventsNetIncomeLossAmt017874
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015591
IRS990EZ/TotalProgramServiceExpensesAmt040677
IRS990EZ/TotalRevenueAmt018724
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0ROCKYRIVERELEMANTARYPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0279646
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0290588
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081098
IRS990ScheduleA/Total509Grp/TotalAmt0290588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081098
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043998
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RAISE FUNDS TO SUPPORT PARENTS, STAFF AND STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Shaw
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROCKY RIVER ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0510637907
ReturnHeader/Filer/PhoneNum07042901523
ReturnHeader/Filer/USAddress/AddressLine10500 N ROCKY RIVER ROAD
ReturnHeader/Filer/USAddress/City0MONROE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260885517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Sunset Accounting & Tax Service I
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 681958
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028216
ReturnHeader/PreparerPersonGrp/PhoneNum07043911533
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Kaye Smith
ReturnHeader/ReturnTs02014-10-30T19:46:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,871
Liabilities
$0
Net assets
$10,871
Revenue
$18,724
Expenses
$15,591
Net income
$3,133
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