Civic Intelligence

PTA North Carolina Congress

EIN 55-0869991 • 501(c)3 • Apex, NC

990-N Coverage

Profile

CHILD ADVOCACY

6150 Old Jenks RoadApex, NC 27523

spartanspta.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

58th percentile

6.1%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

93rd percentile

123%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$35,569

Up $28,424 (+398%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

$35,569

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin58th percentile

Revenue

Up

$50,887

Up $23,055 (+83%) from 2017

Expenses

Up

$47,807

Up $22,555 (+89%) from 2017

Net Income

Up

$3,080

Up $500 (+19%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$40K$30K$20K$10K$0Assets 2011: $9,268Liabilities 2011: $02011Assets 2012: $8,567Liabilities 2012: $02012Assets 2013: $10,000Liabilities 2013: $02013Assets 2014: $10,000Liabilities 2014: $02014Assets 2015: $10,000Liabilities 2015: $02015Assets 2016: $4,565Liabilities 2016: $02016Assets 2017: $7,145Liabilities 2017: $02017Assets 2019: $35,569Liabilities 2019: $0Net Assets 2019: $35,5692019

Highlighted filing

2019

Assets$35,569
Liabilities$0
Net Assets$35,569
Open 2019 Filing

Operations Trend

Revenue Growth80th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $43,273Expenses 2011: $43,435Net Income 2011: -$1622011Revenue 2012: $39,384Expenses 2012: $39,995Net Income 2012: -$6112012Revenue 2013: $40,855Expenses 2013: $39,512Net Income 2013: $1,3432013Revenue 2014: $31,877Expenses 2014: $31,877Net Income 2014: $02014Revenue 2015: $30,112Expenses 2015: $30,112Net Income 2015: $02015Revenue 2016: $26,723Expenses 2016: $32,158Net Income 2016: -$5,4352016Revenue 2017: $27,832Expenses 2017: $25,252Net Income 2017: $2,5802017Revenue 2019: $50,887Expenses 2019: $47,807Net Income 2019: $3,0802019

Highlighted filing

2019

Revenue$50,887
Expenses$47,807
Net Income$3,080
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,569
Liabilities
$0
Net assets
$35,569
Revenue
$50,887
Expenses
$47,807
Net income
$3,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$50.9$47.8$3.08
2017Summary only. Only limited summary data is available for this year.$7.15$0.00$27.8$25.3$2.58
2016Summary only. Only limited summary data is available for this year.$4.57$0.00$26.7$32.2$5.44
2015Summary only. Only limited summary data is available for this year.$10.0$0.00$30.1$30.1$0.00
2014Summary only. Only limited summary data is available for this year.$10.0$0.00$31.9$31.9$0.00
2013Summary only. Only limited summary data is available for this year.$10.0$0.00$40.9$39.5$1.34
2012Summary only. Only limited summary data is available for this year.$8.57$0.00$39.4$40.0$0.61
2011Summary only. Only limited summary data is available for this year.$9.27$0.00$43.3$43.4$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 30, 2019
Return Version
2018v3.1
Gross Receipts
$73,662
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
BOOK FAIR, SCHOOL PRIDE AND SUPPORT.$28,174$35,295
TEACHER START-UP FUNDS, REIMBURSEMENTS TO TEACHERS FOR CLASSROOM MATERIALS.-$5,583
CULTURAL ARTS, BURNING COAL THEATER, POET IN RESIDENCE.-$4,709
8TH GRADE LEGACY GIFT.-$3,945
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEN BARRASPresident-$0--
TRACY TAYLORVice Preside-$0--
LISA RODNEYTreasurer-$0--
ROSS PERKINSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Major Fundraise$35,430$35,430$9,016$26,414
Total Events$35,430$35,430$9,016$26,414
Filing and Contact Details

Filer

Filer Name
Salem Middle School Parent Teacher
EIN
55-0869991
Phone
9193631870
Address
6150 OLD JENKS ROAD, APEX, NC 27523

Signing Officer

Name
Lisa Rodney
Title
Treasurer
Phone
9193631870
Signed
2019-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Joyce and Company CPA
Address
104 BRADY CT, CARY, NC 27511
Preparer
Shelton M Ennis CPA
Phone
9194660946
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 21,021 name: individuals cash contribution: 7,153”

Form 990-ez, Part I, Line 16

“Expenses supplies 1,225 insurance 315 book fair 4,460 bank and merchant fees 1,693 membership dues 1,226 meeting/banquet 2,627 total 11,546”

Form 990-ez, Part I, Line 20

“Prior period adjustment - inventory 10,911”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 0 9,482 total 0 9,482”

Form 990-ez, Part III, Line 31

“Book fair, school pride and support.”

Raw XML Appendix181 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/PersonNm0LISA RODNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09193631870
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06150 OLD JENKS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APEX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027523
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021578
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026087
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03362
IRS990EZ/CostOfGoodsSoldAmt013759
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03080
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08087
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021578
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035569
IRS990EZ/FundraisingGrossIncomeAmt035430
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028174
IRS990EZ/GrossProfitLossSlsOfInvntryAmt010434
IRS990EZ/GrossReceiptsAmt073662
IRS990EZ/GrossSalesOfInventoryAmt024193
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05290
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021578
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035569
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021578
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035569
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEN BARRAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACY TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA RODNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROSS PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09482
IRS990EZ/OtherChangesInNetAssetsAmt010911
IRS990EZ/OtherExpensesTotalAmt011546
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt05387
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CULTURAL ARTS, BURNING COAL THEATER, POET IN RESIDENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER START-UP FUNDS, REIMBURSEMENTS TO TEACHERS FOR CLASSROOM MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt28TH GRADE LEGACY GIFT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3BOOK FAIR, SCHOOL PRIDE AND SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028174
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04709
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15583
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23945
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt335295
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09016
IRS990EZ/SpecialEventsNetIncomeLossAmt026414
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047807
IRS990EZ/TotalProgramServiceExpensesAmt049532
IRS990EZ/TotalRevenueAmt050887
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SPARTANSPTA.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0293
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0285031
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0293
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0293
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0325299
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059931
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072454
IRS990ScheduleA/Total509Grp/TotalAmt0325299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072747
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325592
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09016
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAJOR FUNDRAISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035430
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026414
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 21,021 NAME: INDIVIDUALS CASH CONTRIBUTION: 7,153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 1,225 INSURANCE 315 BOOK FAIR 4,460 BANK AND MERCHANT FEES 1,693 MEMBERSHIP DUES 1,226 MEETING/BANQUET 2,627 TOTAL 11,546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT - INVENTORY 10,911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORIES FOR SALE OR USE 0 9,482 TOTAL 0 9,482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK FAIR, SCHOOL PRIDE AND SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA RODNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09193631870
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SALEM MIDDLE SCHOOL PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION (PTA)
ReturnHeader/Filer/BusinessNameControlTxt0SALE
ReturnHeader/Filer/EIN0550869991
ReturnHeader/Filer/PhoneNum09193631870
ReturnHeader/Filer/USAddress/AddressLine1Txt06150 OLD JENKS ROAD
ReturnHeader/Filer/USAddress/CityNm0APEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027523
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01ED8EE132ABAA46F54363FFFC87311FEA16A1AE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01ED8EE132ABAA46F54363FFFC87311FEA16A1AE2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.106.192.70
ReturnHeader/FilingSecurityInformation/IPDt02019-10-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm005:10:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562202813
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOYCE AND COMPANY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 BRADY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194660946
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELTON M ENNIS CPA
ReturnHeader/ReturnTs02019-10-07T05:10:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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