Civic Intelligence

PTA North Carolina Congress Sycamore Creek Elementary School

990EZ • Fiscal year 2019 • EIN 51-0675254

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 29, 2019

10921 Leesville RdRaleigh, NC 27613-5914

(919) 841-4333

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-6.0%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$160,694

Up $31,509 (+24%) from 2018

Net Assets

Up

$160,694

Up $31,509 (+24%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$111,637

Down $7,181 (-6.0%) from 2018

Expenses

Up

$80,128

Up $8,163 (+11%) from 2018

Net Income

Down

$31,509

Down $15,344 (-33%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $16,616Liabilities 2012: $02012Assets 2013: $16,466Net Assets 2013: $16,4662013Assets 2014: $32,845Net Assets 2014: $32,8452014Assets 2015: $62,450Liabilities 2015: $0Net Assets 2015: $62,4502015Assets 2016: $52,088Net Assets 2016: $52,0882016Assets 2017: $82,332Net Assets 2017: $82,3322017Assets 2018: $129,185Net Assets 2018: $129,1852018Assets 2019: $160,694Net Assets 2019: $160,6942019Assets 2020: $171,394Net Assets 2020: $171,3942020Assets 2021: $172,827Net Assets 2021: $172,8272021Assets 2022: $70,066Net Assets 2022: $70,0662022Assets 2023: $53,628Net Assets 2023: $53,6282023Assets 2024: $43,990Net Assets 2024: $43,9902024

Highlighted filing

2019

Assets$160,694
Liabilities-
Net Assets$160,694

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $92,214Expenses 2012: $96,141Net Income 2012: -$3,9272012Revenue 2013: $93,898Expenses 2013: $94,049Net Income 2013: -$1512013Revenue 2014: $97,954Expenses 2014: $81,575Net Income 2014: $16,3792014Revenue 2015: $138,359Expenses 2015: $108,754Net Income 2015: $29,6052015Revenue 2016: $109,371Expenses 2016: $119,733Net Income 2016: -$10,3622016Revenue 2017: $116,194Expenses 2017: $85,950Net Income 2017: $30,2442017Revenue 2018: $118,818Expenses 2018: $71,965Net Income 2018: $46,8532018Revenue 2019: $111,637Expenses 2019: $80,128Net Income 2019: $31,5092019Revenue 2020: $89,476Expenses 2020: $78,776Net Income 2020: $10,7002020Revenue 2021: $23,862Expenses 2021: $22,429Net Income 2021: $1,4332021Revenue 2022: $92,435Expenses 2022: $195,196Net Income 2022: -$102,7612022Revenue 2023: $88,893Expenses 2023: $105,331Net Income 2023: -$16,4382023Revenue 2024: $90,923Expenses 2024: $100,561Net Income 2024: -$9,6382024

Highlighted filing

2019

Revenue$111,637
Expenses$80,128
Net Income$31,509
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 29, 2019
Return Version
2018v3.1
Gross Receipts
$165,137
Mission and Program Overview

Mission

To promote the welfare of students at Sycamore Creek Elementary School through advocacy and educational programs directed towards parents, teachers and the general public.

Program Services

DescriptionGrantsExpenses
See attached schedule$1,687$37,537
Teachers & Specialists Grants - Each teacher was granted $200, and each specialist/specialsteachers was granted $100, to purchase items to supplement their curriculumand classroom.$10,165$10,165
Cultural Arts - The PTA funded several arts performances,workshops, and writer residencies for the benefit of thestudents.$0$8,026
Staff Professional Development Grant - The PTA granted theschool funds for teachers to attend training courses.$7,377$7,377
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cat JacksonPresidentPT$0--
Amanda MeehanSecretaryPT$0--
Dawn CainTreasurerPT$0--
Amanda HowellVP Membership-$0--
Leslie RossnerVP Hospitality-$0--
Candice LewisVP Teacher Appreciation-$0--
Brendan BettsVP Fundraising-$0--
Mae ArmstrongTrack 1 VP-$0--
Beth RaymondTrack 2 VP-$0--
Megan BeckerTrack 3 VP-$0--
Jen FoxTrack 4 VP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coupon Books$34,078$34,078$22,486$11,592
Carnival/SA$15,187$15,187$4,329$10,858
Total Events$61,922$61,922$44,349$17,573
Filing and Contact Details

Filer

Filer Name
Sycamore Creek Elementary School PTA
EIN
51-0675254
Phone
9198414333
Address
10921 Leesville Rd, Raleigh, NC 27613-5914

Signing Officer

Name
Dawn Cain
Title
Treasurer
Phone
9198414333
Signed
2019-07-29

Preparer

Firm
DONNA T D'ORAZIO CPA PLLC
Address
8311 Brier Creek Pkwy Ste 105-248, RALEIGH, NC 27617
Preparer
Donna T D'Orazio CPA PLLC
Phone
9192930459
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Treasurer reviews the 990 prior to filing. After the 990 is filed, the other Board Members receive copies.

Form 990EZ, Part I, Line 8

Sales Tax Refund 1842.

Form 990EZ, Part I, Line 10

North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, 27612; State organization, 1776.

Form 990EZ, Part I, Line 10

Wake County PTA; County organization; Wake County PTA Council: 110 Corning Dr., Cary, NC, 27518; County organization, 50.

Form 990EZ, Part I, Line 10

Special Services & Specialists Grants; Specialist Grants; : , , , ; , 1407.

Form 990EZ, Part I, Line 10

Staff Professional Development Grants; Staff Grants; : , , , ; , 7377.

Form 990EZ, Part I, Line 10

Teacher Grants; Teacher Grants; : , , , ; , 8758.

Form 990EZ, Part I, Line 10

DC Grant; Student Grants; : , , , ; , 1687.

Form 990EZ, Part I, Line 16

5th Grade Celebration 2295.

Form 990EZ, Part I, Line 16

Agendas 5187.

Form 990EZ, Part I, Line 16

AU Programs 676.

Form 990EZ, Part I, Line 16

Class Room Resources 5834.

Form 990EZ, Part I, Line 16

Cultural Arts 8026.

Form 990EZ, Part I, Line 16

Family Fun Night 1108.

Form 990EZ, Part I, Line 16

First in Fitness 568.

Form 990EZ, Part I, Line 16

Lunch Fund 50.

Form 990EZ, Part I, Line 16

Odyssey of the Mind 559.

Form 990EZ, Part I, Line 16

Performing Arts 4062.

Form 990EZ, Part I, Line 16

PTA Handbook 273.

Form 990EZ, Part I, Line 16

Safety Control 1470.

Form 990EZ, Part I, Line 16

Science Olympiad 517.

Form 990EZ, Part I, Line 16

Science Programs 415.

Form 990EZ, Part I, Line 16

Spelling Bee 690.

Form 990EZ, Part I, Line 16

Student Council 360.

Form 990EZ, Part I, Line 16

Super Crocs Day 1468.

Form 990EZ, Part I, Line 16

Beginning Teachers 382.

Form 990EZ, Part I, Line 16

Hospitality 5205.

Form 990EZ, Part I, Line 16

Principal's Discretionary 2000.

Form 990EZ, Part I, Line 16

Staff Appreciation 2520.

Form 990EZ, Part I, Line 16

Teacher & Asst of Year Banquet 214.

Form 990EZ, Part I, Line 16

Crocodile Mile 13169.

Form 990EZ, Part I, Line 16

Bank Fees 132.

Form 990EZ, Part I, Line 16

Insurance 365.

Form 990EZ, Part I, Line 16

Miscellaneous 262.

Raw XML Appendix318 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.

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IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teachers & Specialists Grants - Each teacher was granted $200, and each specialist/specialsteachers was granted $100, to purchase items to supplement their curriculumand classroom.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Cultural Arts - The PTA funded several arts performances,workshops, and writer residencies for the benefit of thestudents.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Staff Professional Development Grant - The PTA granted theschool funds for teachers to attend training courses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See attached schedule
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer reviews the 990 prior to filing. After the 990 is filed, the other Board Members receive copies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sales Tax Refund 1842.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, 27612; State organization, 1776.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Wake County PTA; County organization; Wake County PTA Council: 110 Corning Dr., Cary, NC, 27518; County organization, 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Special Services & Specialists Grants; Specialist Grants; : , , , ; , 1407.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Staff Professional Development Grants; Staff Grants; : , , , ; , 7377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Grants; Teacher Grants; : , , , ; , 8758.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DC Grant; Student Grants; : , , , ; , 1687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt85th Grade Celebration 2295.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Agendas 5187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AU Programs 676.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Class Room Resources 5834.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Cultural Arts 8026.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Family Fun Night 1108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14First in Fitness 568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Lunch Fund 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Odyssey of the Mind 559.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Performing Arts 4062.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PTA Handbook 273.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Safety Control 1470.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Science Olympiad 517.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Science Programs 415.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Spelling Bee 690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Student Council 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Super Crocs Day 1468.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Beginning Teachers 382.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Hospitality 5205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Principal's Discretionary 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Staff Appreciation 2520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Teacher & Asst of Year Banquet 214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Crocodile Mile 13169.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Bank Fees 132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Insurance 365.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Miscellaneous 262.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Cain
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09198414333
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sycamore Creek Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0SYCA
ReturnHeader/Filer/EIN0510675254
ReturnHeader/Filer/PhoneNum09198414333
ReturnHeader/Filer/USAddress/AddressLine1Txt010921 Leesville Rd
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0276135914
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E45509FC73212B36852335DC7CC9CC5EA5712F45
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E45509FC73212B36852335DC7CC9CC5EA5712F45
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0136.56.8.51
ReturnHeader/FilingSecurityInformation/IPDt02019-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:45:04
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONNA T D'ORAZIO CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08311 Brier Creek Pkwy Ste 105-248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027617
ReturnHeader/PreparerPersonGrp/PhoneNum09192930459
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna T D'Orazio CPA PLLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-06T12:45:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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