Civic Intelligence

Rocky River Elementary School PTA

990EZ • Fiscal year 2015 • EIN 51-0637907

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 08, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$13,611

Up $2,740 (+25%) from 2014

Net Assets

Up

$13,611

Up $2,740 (+25%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin76th percentile

Revenue

Down

$14,157

Down $4,567 (-24%) from 2014

Expenses

Down

$11,416

Down $4,175 (-27%) from 2014

Net Income

Down

$2,741

Down $392 (-13%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2015

Assets$13,611
Liabilities$0
Net Assets$13,611
Open 2015 Filing

Operations Trend

Revenue Growth20th 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

2015

Revenue$14,157
Expenses$11,416
Net Income$2,741
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$44,834
Mission and Program Overview

Mission

Raise funds to support parent teachers

To raise funds to support paren

Program Services

DescriptionGrantsExpenses
Fall Festival$19,620$10,633
Book Fair$9,202$8,924
Fall Book Fair$7,500$6,480
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$43,969$43,969-$43,969
Total Events$43,969$43,969-$43,969
Filing and Contact Details

Filer

Filer Name
Rocky River Elementary School Pta
EIN
51-0637907
Phone
7042901523
Address
500 N ROCKY RIVER ROAD, MONROE, NC 28110

Signing Officer

Name
Kate Shaw
Title
President
Signed
2015-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Sunset Accounting & Tax Service Inc
Address
PO Box 681958, CHARLOTTE, NC 28216
Preparer
Michelle Kaye Smith
Phone
7043911533
Supplemental Narrative

Additional Explanations

990 EZ Part 1 Line 16

“Other expenses”

Raw XML Appendix142 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/PersonNm0Kate Shaw
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/BOYAmt010871
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02741
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0281
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010871
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013611
IRS990EZ/FundraisingGrossIncomeAmt043969
IRS990EZ/GrossReceiptsAmt044834
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0865
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010871
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013612
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010871
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013611
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/PersonNm3ASHLEY WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO SUPPORT PAREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fall Festival
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fall Book Fair
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Book Fair
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019620
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt29202
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010633
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16480
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28924
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030677
IRS990EZ/SpecialEventsNetIncomeLossAmt013292
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011416
IRS990EZ/TotalProgramServiceExpensesAmt026037
IRS990EZ/TotalRevenueAmt014157
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0ROCKYRIVERELEMANTARYPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt065939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248661
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0254324
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054465
IRS990ScheduleA/Total509Grp/TotalAmt0254324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054465
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254324
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043969
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PART 1 LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Shaw
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKY RIVER ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0510637907
ReturnHeader/Filer/PhoneNum07042901523
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 N ROCKY RIVER ROAD
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260885517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sunset Accounting & Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 681958
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028216
ReturnHeader/PreparerPersonGrp/PhoneNum07043911533
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Kaye Smith
ReturnHeader/ReturnTs02015-10-13T12:22:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,611
Liabilities
$0
Net assets
$13,611
Revenue
$14,157
Expenses
$11,416
Net income
$2,741
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