Civic Intelligence

Rocky River Elementary School PTA

990EZ • Fiscal year 2016 • EIN 51-0637907

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 22, 2016

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

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

88th percentile

65%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.4%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$22,444

Up $8,833 (+65%) from 2015

Net Assets

Up

$22,444

Up $8,833 (+65%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin94th percentile

Revenue

Up

$14,784

Up $627 (+4.4%) from 2015

Expenses

Down

$5,951

Down $5,465 (-48%) from 2015

Net Income

Up

$8,833

Up $6,092 (+222%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2016

Assets$22,444
Liabilities$0
Net Assets$22,444
Open 2016 Filing

Operations Trend

Revenue Growth56th 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

2016

Revenue$14,784
Expenses$5,951
Net Income$8,833
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 22, 2016
Return Version
2015v3.0
Gross Receipts
$42,815
Mission and Program Overview

Mission

Raise funds to support parent teachers

Program Services

DescriptionGrantsExpenses
FALL FESTIVAL-$19,730
BOOK FAIR-$6,166
FALL FAMILY EVENT-$1,088
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SABRINA HUTTONPresidentPT$0--
AIMEE TSCHIFFELYVie PresidentPT$0--
ARIEL MATERATreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$33,075$33,075$20,709$12,366
Book Fair$6,821$6,821$6,166$655
Total Events$39,896$39,896$26,875$13,021
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
Ariel Matera
Title
Treasurer
Phone
7042901523
Signed
2016-12-22
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 165BOX TOPS 8HOSPITALITY 177INSURANCE 315SCHOOL BEAUITFICATION 313STUDENT ACH 1,090TEACHER APPRECIATION 928TEACHER SUPPORT 2,180”

Raw XML Appendix159 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/PersonNm0Ariel Matera
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/BOYAmt013611
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022444
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013611
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022444
IRS990EZ/FundraisingGrossIncomeAmt041686
IRS990EZ/GrossReceiptsAmt042815
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01129
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013611
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022444
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013611
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022444
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/PersonNm0SABRINA HUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AIMEE TSCHIFFELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARIEL MATERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VIE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05176
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS TO SUPPORT PARENT TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FALL FESTIVAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BOOK FAIR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FALL FAMILY EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019730
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16166
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21088
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028031
IRS990EZ/SpecialEventsNetIncomeLossAmt013655
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05951
IRS990EZ/TotalProgramServiceExpensesAmt026984
IRS990EZ/TotalRevenueAmt014784
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0pta
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0237447
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0242674
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037202
IRS990ScheduleA/Total509Grp/TotalAmt0242674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037202
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242674
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026875
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039896
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013021
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026875
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020709
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMIN 165BOX TOPS 8HOSPITALITY 177INSURANCE 315SCHOOL BEAUITFICATION 313STUDENT ACH 1,090TEACHER APPRECIATION 928TEACHER SUPPORT 2,180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARIEL MATERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042901523
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-22
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/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/PreparationDt02017-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Kaye Smith
ReturnHeader/ReturnTs02017-03-06T14:20:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,444
Liabilities
$0
Net assets
$22,444
Revenue
$14,784
Expenses
$5,951
Net income
$8,833
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