Civic Intelligence

Apex Band Boosters

990EZ • Fiscal year 2023 • EIN 56-1387749

Apr 01, 2022 to Mar 31, 2023 • Filed on Dec 19, 2023

PO Box 618Apex, NC 27502

(919) 931-8856

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

56%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$99,951

Down $17,520 (-15%) from 2022

Net Assets

Down

$99,951

Down $17,520 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$181,197

Up $64,798 (+56%) from 2022

Expenses

Up

$215,679

Up $157,863 (+273%) from 2022

Net Income

Down

-$34,482

Down $93,065 (-159%) from 2022

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: $60,075Liabilities 2012: $02012Assets 2013: $54,802Liabilities 2013: $23,320Net Assets 2013: $31,4822013Assets 2014: $66,996Liabilities 2014: $0Net Assets 2014: $66,9962014Assets 2015: $60,879Liabilities 2015: $0Net Assets 2015: $60,8792015Assets 2016: $83,859Liabilities 2016: $0Net Assets 2016: $83,8592016Assets 2017: $79,598Liabilities 2017: $0Net Assets 2017: $79,5982017Assets 2018: $89,544Liabilities 2018: $0Net Assets 2018: $89,5442018Assets 2019: $116,050Liabilities 2019: $0Net Assets 2019: $116,0502019Assets 2020: $171,077Liabilities 2020: $0Net Assets 2020: $171,0772020Assets 2021: $58,888Liabilities 2021: $0Net Assets 2021: $58,8882021Assets 2022: $117,471Liabilities 2022: $0Net Assets 2022: $117,4712022Assets 2023: $99,951Liabilities 2023: $0Net Assets 2023: $99,9512023Assets 2024: $143,139Liabilities 2024: $0Net Assets 2024: $143,1392024Assets 2025: $122,837Liabilities 2025: $0Net Assets 2025: $122,8372025

Highlighted filing

2023

Assets$99,951
Liabilities$0
Net Assets$99,951

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $101,309Expenses 2012: $96,758Net Income 2012: $4,5512012Revenue 2013: $242,462Expenses 2013: $237,398Net Income 2013: $5,0642013Revenue 2014: $115,367Expenses 2014: $103,174Net Income 2014: $12,1932014Revenue 2015: $232,665Expenses 2015: $238,783Net Income 2015: -$6,1182015Revenue 2016: $110,498Expenses 2016: $87,517Net Income 2016: $22,9812016Revenue 2017: $156,999Expenses 2017: $161,260Net Income 2017: -$4,2612017Revenue 2018: $215,810Expenses 2018: $205,864Net Income 2018: $9,9462018Revenue 2019: $139,766Expenses 2019: $113,260Net Income 2019: $26,5062019Revenue 2020: $173,750Expenses 2020: $109,375Net Income 2020: $64,3752020Revenue 2021: $23,022Expenses 2021: $135,888Net Income 2021: -$112,8662021Revenue 2022: $116,399Expenses 2022: $57,816Net Income 2022: $58,5832022Revenue 2023: $181,197Expenses 2023: $215,679Net Income 2023: -$34,4822023Revenue 2024: $153,055Expenses 2024: $109,867Net Income 2024: $43,1882024Revenue 2025: $152,522Expenses 2025: $172,824Net Income 2025: -$20,3022025

Highlighted filing

2023

Revenue$181,197
Expenses$215,679
Net Income-$34,482
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Dec 19, 2023
Return Version
2022v5.0
Gross Receipts
$199,825
Mission and Program Overview

Mission

To support members of the apex hs bands

Program Services

DescriptionGrantsExpenses
FINANCIAL SUPPORT FOR EXCURSIONS, SUPPLIES, UNIFORMS AND OPERATIONS-$220,215
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK PULKKAVice PresidentPT$0--
MICHAEL OSULLIVANVice PresidentPT$0--
CHRISTINE LENNONPresidentPT$0--
ANGELA WILSONSecretaryPT$0--
KELLY WELLSTreasurerPT$0--
AMANDA FOXSergeant At ArmsPT$0--
KATIE AYERSCommunications OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Apex Band Boosters
EIN
56-1387749
Address
PO BOX 618, APEX, NC 27502

Signing Officer

Name
Kelly Wells
Title
Treasurer
Phone
9199318856
Signed
2023-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Lori Aveni CPA PLLC
Address
115 Salem Towne Ct, Apex, NC 27502
Preparer
Lori A Aveni
Phone
9193082470
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountinstrument rentals 8,700trip fees 59,340

Description of other expenses Part I line 16

Description amounttransportation 15,308education 625music licensing 5,260supplies 395clinicians 3,650camp supplies 7,747social events 9,955awards and scholarships 2,893honors band fees 2,095administrative costs 222insurance 605competition fees 689bank and merchant fees 5,320communications/website 119drill 1,580uniforms 77,606props and show costs 7,185instrument repairs 4,194trip costs 51,175miscellaneous 700

Other changes in net assets or fund balances Part I line 20

Description amounterror on ending balance 4-30-22 16,962bank balance for 3/31/2022 was reported incorrectly. The balance should be increased by $6,963.a certificate of deposit valued at $9,999. Was not included on the prior year balance sheet.total increases to prior years net assets are $16,962.

Description of other assets Part II line 24

Category beginning of year end of yearcertificates of deposit 0 30,000

Raw XML Appendix193 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/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIK PULKKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL OSULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE LENNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATIE AYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COMMUNICATIONS OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt030000
IRS990EZ/OtherChangesInNetAssetsAmt016962
IRS990EZ/OtherExpensesTotalAmt0197323
IRS990EZ/OtherRevenueTotalAmt068040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT MEMBERS OF THE APEX HS BANDS
IRS990EZ/PrintingPublicationsPostageAmt0126
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0220215
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt096617
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt081413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071747
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03767
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057889
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0150081
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt08700
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt050082
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010130
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt068912
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0173750
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0571488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSTRUMENT RENTALS 8,700TRIP FEES 59,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTTRANSPORTATION 15,308EDUCATION 625MUSIC LICENSING 5,260SUPPLIES 395CLINICIANS 3,650CAMP SUPPLIES 7,747SOCIAL EVENTS 9,955AWARDS AND SCHOLARSHIPS 2,893HONORS BAND FEES 2,095ADMINISTRATIVE COSTS 222INSURANCE 605COMPETITION FEES 689BANK AND MERCHANT FEES 5,320COMMUNICATIONS/WEBSITE 119DRILL 1,580UNIFORMS 77,606PROPS AND SHOW COSTS 7,185INSTRUMENT REPAIRS 4,194TRIP COSTS 51,175MISCELLANEOUS 700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTERROR ON ENDING BALANCE 4-30-22 16,962BANK BALANCE FOR 3/31/2022 WAS REPORTED INCORRECTLY. THE BALANCE SHOULD BE INCREASED BY $6,963.A CERTIFICATE OF DEPOSIT VALUED AT $9,999. WAS NOT INCLUDED ON THE PRIOR YEAR BALANCE SHEET.TOTAL INCREASES TO PRIOR YEARS NET ASSETS ARE $16,962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARCERTIFICATES OF DEPOSIT 0 30,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY WELLS
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ReturnHeader/BusinessOfficerGrp/PhoneNum09199318856
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-19
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ReturnHeader/Filer/EIN0561387749
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ReturnHeader/Filer/USAddress/CityNm0APEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 Salem Towne Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Aveni
ReturnHeader/ReturnTs02023-12-21T16:45:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELLS
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.53$1.73$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.53$1.10$0.43
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.81$2.16$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.16$0.58$0.59
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.23$1.36$1.13
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.74$1.09$0.64
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.40$1.13$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$2.16$2.06$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.57$1.61$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.10$0.88$0.23
2015Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$2.33$2.39$0.06
2014Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$1.15$1.03$0.12
2013Summary only. Only limited summary data is available for this year.$0.55$0.23$0.31$2.42$2.37$0.05
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$1.01$0.97$0.05