Civic Intelligence

PTA North Carolina Congress Penny Road Elementary School PTA

990EZ • Fiscal year 2022 • EIN 56-1668031

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 30, 2022

10900 Penny RdCary, NC 27518

(919) 387-2136

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

87th percentile

65%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

72%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$34,278

Up $13,546 (+65%) from 2021

Net Assets

Up

$34,278

Up $13,546 (+65%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$64,973

Up $27,303 (+72%) from 2021

Expenses

Up

$51,427

Up $5,476 (+12%) from 2021

Net Income

Up

$13,546

Up $21,827 (+264%) from 2021

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

2022

Assets$34,278
Liabilities-
Net Assets$34,278

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

2022

Revenue$64,973
Expenses$51,427
Net Income$13,546
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 30, 2022
Return Version
2021v4.1
Gross Receipts
$79,721
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
Curriculum Building Level - The PTA funded the purchaseof the Lexia Learning System for all grade levels.$0$12,395
See detailed schedule$0$6,516
Curriculum Grade Level / Intervention / AIG / Special Ed - The PTA allocatedeach grade level Specials teachers, AIG and Special Ed teachers funds to enhance their curriculum for the entire grade level or group.$0$3,736
Teacher Appreciation - The PTA showed their appreciation for teachersby hosting luncheons and providing treats and other giftsto the teachers.$0$3,268
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cara NicholesPresidentPT$0--
Aaron SnitzerTreasurer-$0--
Mandy BienSecretary-$0--
Laura TaylorVP Programs-$0--
Tiffany GibbVP Communications-$0--
Elizabeth PottsVP Special EventsPT$0--
Katherine RuffaloVP Education-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$11,182$11,182$502$10,680
Fall Book Fair$7,320$7,320$4,629$2,691
Total Events$25,200$25,200$14,748$10,452
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
Aaron Snitzer
Title
Treasurer
Phone
9193872136
Signed
2022-08-30

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 III, Line 31

See detailed schedule

Form 990EZ, Part I, Line 10

North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, 27609; State organization, 263.

Form 990EZ, Part I, Line 16

Building and Grounds 100.

Form 990EZ, Part I, Line 16

Curriculum Building Level 12395.

Form 990EZ, Part I, Line 16

Curriculum Grade Level/Intervention/AIG/Special Ed 3736.

Form 990EZ, Part I, Line 16

School Level Improvements 370.

Form 990EZ, Part I, Line 16

Teacher Supplies/Back to School 1658.

Form 990EZ, Part I, Line 16

Chess Club 100.

Form 990EZ, Part I, Line 16

Field Day 1917.

Form 990EZ, Part I, Line 16

Fifth Grade Graduation 442.

Form 990EZ, Part I, Line 16

Fifth Grade Tea 832.

Form 990EZ, Part I, Line 16

Reflections 25.

Form 990EZ, Part I, Line 16

Talent Show 106.

Form 990EZ, Part I, Line 16

Spirit Rock 28.

Form 990EZ, Part I, Line 16

Teacher Recognition/Staff Appreciation/Hospitality 3268.

Form 990EZ, Part I, Line 16

Miscellaneous (Prior Year Reserves) 938.

Form 990EZ, Part I, Line 16

Insurance 535.

Form 990EZ, Part I, Line 16

Office Supplies 177.

Form 990EZ, Part I, Line 16

Bank Service Charges 199.

Form 990EZ, Part I, Line 16

Tech Based Fees 149.

Form 990EZ, Part I, Line 16

Wake County PTA 50.

Raw XML Appendix265 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/OtherExpensesTotalAmt027025
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IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Curriculum Building Level - The PTA funded the purchaseof the Lexia Learning System for all grade levels.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Curriculum Grade Level / Intervention / AIG / Special Ed - The PTA allocatedeach grade level Specials teachers, AIG and Special Ed teachers funds to enhance their curriculum for the entire grade level or group.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher Appreciation - The PTA showed their appreciation for teachersby hosting luncheons and providing treats and other giftsto the teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See detailed schedule
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IRS990EZ/TotalExpensesAmt051427
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.pennyroadpta.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See detailed schedule
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, 27609; State organization, 263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Building and Grounds 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Curriculum Building Level 12395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Curriculum Grade Level/Intervention/AIG/Special Ed 3736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Level Improvements 370.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Supplies/Back to School 1658.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Chess Club 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Field Day 1917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fifth Grade Graduation 442.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fifth Grade Tea 832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Reflections 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Talent Show 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Spirit Rock 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Teacher Recognition/Staff Appreciation/Hospitality 3268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Miscellaneous (Prior Year Reserves) 938.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Insurance 535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Office Supplies 177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Bank Service Charges 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Tech Based Fees 149.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Wake County PTA 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Aaron Snitzer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09193872136
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-30
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/PreparerFirmGrp/PreparerFirmEIN0300611700
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/PreparationDt02022-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna T D'Orazio CPA PLLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-16T10:28:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Aaron
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Snitzer
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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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