Civic Intelligence

PTA North Carolina Congress Penny Road Elementary School PTA

990EZ • Fiscal year 2020 • EIN 56-1668031

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 16, 2020

10900 Penny RdCary, NC 27518

(919) 387-2136

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$28,774

Up $6,395 (+29%) from 2019

Net Assets

Up

$28,774

Up $6,395 (+29%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$70,219

Down $14,796 (-17%) from 2019

Expenses

Down

$63,824

Down $39,960 (-39%) from 2019

Net Income

Up

$6,395

Up $25,164 (+134%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $16,295Net Assets 2011: $16,2952011Assets 2012: $13,527Net Assets 2012: $13,5272012Assets 2013: $21,841Net Assets 2013: $21,8412013Assets 2014: $40,462Net Assets 2014: $40,4622014Assets 2015: $35,167Net Assets 2015: $35,1672015Assets 2016: $14,183Net Assets 2016: $14,1832016Assets 2017: $21,810Liabilities 2017: $0Net Assets 2017: $21,8102017Assets 2018: $40,648Liabilities 2018: $0Net Assets 2018: $40,6482018Assets 2019: $22,379Net Assets 2019: $22,3792019Assets 2020: $28,774Net Assets 2020: $28,7742020Assets 2021: $20,732Net Assets 2021: $20,7322021Assets 2022: $34,278Net Assets 2022: $34,2782022Assets 2023: $35,012Net Assets 2023: $35,0122023Assets 2024: $23,726Liabilities 2024: $0Net Assets 2024: $23,7262024Assets 2025: $31,791Liabilities 2025: $0Net Assets 2025: $31,7912025

Highlighted filing

2020

Assets$28,774
Liabilities-
Net Assets$28,774

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $99,591Expenses 2011: $122,297Net Income 2011: -$22,7062011Revenue 2012: $58,775Expenses 2012: $61,543Net Income 2012: -$2,7682012Revenue 2013: $77,358Expenses 2013: $69,044Net Income 2013: $8,3142013Revenue 2014: $74,079Expenses 2014: $55,458Net Income 2014: $18,6212014Revenue 2015: $77,738Expenses 2015: $76,260Net Income 2015: $1,4782015Revenue 2016: $77,859Expenses 2016: $98,843Net Income 2016: -$20,9842016Revenue 2017: $76,139Expenses 2017: $68,512Net Income 2017: $7,6272017Revenue 2018: $73,123Expenses 2018: $54,285Net Income 2018: $18,8382018Revenue 2019: $85,015Expenses 2019: $103,784Net Income 2019: -$18,7692019Revenue 2020: $70,219Expenses 2020: $63,824Net Income 2020: $6,3952020Revenue 2021: $37,670Expenses 2021: $45,951Net Income 2021: -$8,2812021Revenue 2022: $64,973Expenses 2022: $51,427Net Income 2022: $13,5462022Revenue 2023: $83,790Expenses 2023: $83,056Net Income 2023: $7342023Revenue 2024: $70,994Expenses 2024: $82,280Net Income 2024: -$11,2862024Revenue 2025: $64,154Expenses 2025: $56,089Net Income 2025: $8,0652025

Highlighted filing

2020

Revenue$70,219
Expenses$63,824
Net Income$6,395
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 16, 2020
Return Version
2019v5.1
Gross Receipts
$79,519
Mission and Program Overview

Mission

Penny road pta assists the penny road elementary school in coordinating volunteer efforts for the benefit and improvement of childhood education.

The Penny Road Elementary PTA is a group of committed parent volunteeers and educators dedicated to helping every child at our school reach his or her full potential.

Program Services

DescriptionGrantsExpenses
None$0$17,525
Technology - The PTA funded the purchase and installation of 6 Flat Panel HDTVs for classroom use.$0$8,638
School Level Improvements - The PTA funded the costs of variousimprovement initiatives to the school including a basketball hoop, painting, decorative chalkboards, and the Positivity Project.$0$6,329
Teacher Supplies/Back to School - Each teacher was reimburseda maximum of $200 for educational supplies to supplement theirclassroom.$0$4,882
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea FinucanePresidentPT$0--
Amber OlahTreasurerPT$0--
Jessica PerrySecretaryPT$0--
Barbara WrightVP FundraisingPT$0--
Kerry LipitzAmy TolandVP ProgramsPT$0--
Sarah ConciniVP VolunteersPT$0--
Kim SporrerVP CommunicationsPT$0--
Joy MegaVP EducationPT$0--
Elizabeth PottsVP Special ProgramsPT$0--
Filing and Contact Details

Filer

Filer Name
Penny Rd Elementary School PTA
EIN
56-1668031
Phone
9193872136
Address
10900 Penny Rd, Cary, NC 27518

Signing Officer

Name
Barbara Wright
Title
Treasurer
Phone
9193872136
Signed
2020-10-16

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

Form 990EZ, Part I, Line 10

North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, 27612; State organization, 372.

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 16

Curriculum Building Level 1419.

Form 990EZ, Part I, Line 16

Curriculum Grade Level 1968.

Form 990EZ, Part I, Line 16

Curriculum Specials 707.

Form 990EZ, Part I, Line 16

Curriculum Intervention/AIG 454.

Form 990EZ, Part I, Line 16

Teacher Supplies/Back to School 4882.

Form 990EZ, Part I, Line 16

Books and Beyond 192.

Form 990EZ, Part I, Line 16

PBIS 300.

Form 990EZ, Part I, Line 16

Cultural Arts 2845.

Form 990EZ, Part I, Line 16

Teacher Recognition 726.

Form 990EZ, Part I, Line 16

Award Recognition 212.

Form 990EZ, Part I, Line 16

Hospitality 1703.

Form 990EZ, Part I, Line 16

Technology 8638.

Form 990EZ, Part I, Line 16

Tech Based Communications 337.

Form 990EZ, Part I, Line 16

School Level Improvements 6329.

Form 990EZ, Part I, Line 16

Book Fair Family Fall Night 385.

Form 990EZ, Part I, Line 16

Wellness Week 23.

Form 990EZ, Part I, Line 16

Tissues and Tea 83.

Form 990EZ, Part I, Line 16

Community Outreach 800.

Form 990EZ, Part I, Line 16

5th Grade Tea 249.

Form 990EZ, Part I, Line 16

Field Day 770.

Form 990EZ, Part I, Line 16

Fifth Grade Graduation 1211.

Form 990EZ, Part I, Line 16

Battle of the Books 130.

Form 990EZ, Part I, Line 16

Chess Club 1755.

Form 990EZ, Part I, Line 16

Drama Club 1256.

Form 990EZ, Part I, Line 16

Consumer Rewards 11.

Form 990EZ, Part I, Line 16

Corporate Sponsors 111.

Form 990EZ, Part I, Line 16

Bank Service Charges 135.

Form 990EZ, Part I, Line 16

Office Supplies 465.

Form 990EZ, Part I, Line 16

IRS Late Fee 625.

Form 990EZ, Part I, Line 16

Insurance 535.

Raw XML Appendix273 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/PersonNm3Barbara Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kerry LipitzAmy Toland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sarah Concini
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Joy Mega
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Elizabeth Potts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Education
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Special Programs
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt039256
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0The Penny Road Elementary PTA is a group of committed parent volunteeers and educators dedicated to helping every child at our school reach his or her full potential.
IRS990EZ/ProgramServiceRevenueAmt05300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Technology - The PTA funded the purchase and installation of 6 Flat Panel HDTVs for classroom use.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Level Improvements - The PTA funded the costs of variousimprovement initiatives to the school including a basketball hoop, painting, decorative chalkboards, and the Positivity Project.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher Supplies/Back to School - Each teacher was reimburseda maximum of $200 for educational supplies to supplement theirclassroom.
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IRS990EZ/TotalExpensesAmt063824
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, 27612; State organization, 372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Wake County PTA; County organization; Wake County PTA Council: 110 Corning Dr., Cary, NC, 27518; County organization, 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Curriculum Building Level 1419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Curriculum Grade Level 1968.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Curriculum Specials 707.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Curriculum Intervention/AIG 454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Supplies/Back to School 4882.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Books and Beyond 192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PBIS 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Cultural Arts 2845.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Teacher Recognition 726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Award Recognition 212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Hospitality 1703.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Technology 8638.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Tech Based Communications 337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15School Level Improvements 6329.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Book Fair Family Fall Night 385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Wellness Week 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Tissues and Tea 83.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Community Outreach 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt205th Grade Tea 249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Field Day 770.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Fifth Grade Graduation 1211.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Battle of the Books 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Chess Club 1755.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Drama Club 1256.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Consumer Rewards 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Corporate Sponsors 111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Bank Service Charges 135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Office Supplies 465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30IRS Late Fee 625.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Insurance 535.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Wright
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09193872136
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Penny Rd Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0561668031
ReturnHeader/Filer/PhoneNum09193872136
ReturnHeader/Filer/USAddress/AddressLine1Txt010900 Penny Rd
ReturnHeader/Filer/USAddress/CityNm0Cary
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027518
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E45509FC73212B36852335DC7CC9CC5EA5712F45
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E45509FC73212B36852335DC7CC9CC5EA5712F45
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0136.56.94.50
ReturnHeader/FilingSecurityInformation/IPDt02020-10-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:47:34
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/PreparationDt02020-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna T D'Orazio CPA PLLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-20T15:47:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$0.32$0.00$0.32$0.64$0.56$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.71$0.82$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.84$0.83$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.65$0.51$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.38$0.46$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.70$0.64$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.85$1.04$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.73$0.54$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.76$0.69$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.78$0.99$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.78$0.76$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.74$0.55$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.77$0.69$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.14$0.59$0.62$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$1.00$1.22$0.23