Civic Intelligence

Southwest Elementary School PTA

990EZ • Fiscal year 2020 • EIN 56-1671133

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 20, 2020

Organization Profilewww.wsfcs.k12.nc.us/swes
1631 Southwest School RdClemmons, NC 27012

(336) 712-4422

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$9,983

Flat from 2019

Net Assets

Flat

$9,983

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $3,648Liabilities 2011: $02011Assets 2012: $3,039Liabilities 2012: $02012Assets 2013: $1,462Liabilities 2013: $02013Assets 2016: $10,050Liabilities 2016: $02016Assets 2017: $13,210Liabilities 2017: $02017Assets 2018: $7,836Liabilities 2018: $02018Assets 2019: $9,983Liabilities 2019: $0Net Assets 2019: $9,9832019Assets 2020: $9,983Liabilities 2020: $0Net Assets 2020: $9,9832020Assets 2020: $16,426Liabilities 2020: $0Net Assets 2020: $16,4262020Assets 2021: $21,366Liabilities 2021: $0Net Assets 2021: $21,3662021Assets 2022: $16,191Liabilities 2022: $0Net Assets 2022: $16,1912022Assets 2023: $42,601Liabilities 2023: $0Net Assets 2023: $42,6012023Assets 2024: $58,187Liabilities 2024: $02024Assets 2025: $48,860Liabilities 2025: $0Net Assets 2025: $48,8602025

Highlighted filing

2020

Assets$9,983
Liabilities$0
Net Assets$9,983
Open 2020 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $39,347Expenses 2011: $41,561Net Income 2011: -$2,2142011Revenue 2012: $25,296Expenses 2012: $25,905Net Income 2012: -$6092012Revenue 2013: $20,400Expenses 2013: $21,978Net Income 2013: -$1,5782013Revenue 2016: $42,618Expenses 2016: $36,452Net Income 2016: $6,1662016Revenue 2017: $44,083Expenses 2017: $40,923Net Income 2017: $3,1602017Revenue 2018: $54,469Expenses 2018: $59,843Net Income 2018: -$5,3742018Revenue 2019: $64,284Expenses 2019: $62,137Net Income 2019: $2,1472019Revenue 2020: $52,138Expenses 2020: $45,695Net Income 2020: $6,4432020Revenue 2021: $24,668Expenses 2021: $19,728Net Income 2021: $4,9402021Revenue 2022: $71,569Expenses 2022: $76,744Net Income 2022: -$5,1752022Revenue 2023: $68,666Expenses 2023: $42,256Net Income 2023: $26,4102023Revenue 2024: $33,119Expenses 2024: $17,533Net Income 2024: $15,5862024Revenue 2025: $2,415Expenses 2025: $11,742Net Income 2025: -$9,3272025

Latest loaded filing

2025

Revenue$2,415
Expenses$11,742
Net Income-$9,327
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 20, 2020
Return Version
2019v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

EDUCATIONALCHARITABLE

Program Services

DescriptionGrantsExpenses
Provided funds to school for curriculum purchases, PE equipment, facilities improvements, technology, testing equipment, art dept supplies, library books--
Support student engagement in school life 1) with grants to school clubs and organizations, 2) with family programs such as breakfasts with parent and monthly dad and student progr--
Support teacher effectiveness in the classroom--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne RudertPresidentPT$0--
Donna CochraneVice PresidentPT$0--
Kimberly ManerTreasurerPT$0--
Dotty StreeterSecretary-$0--
Neely TurlingtonVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Southwest Elementary School PTA
EIN
56-1671133
Address
1631 Southwest School Rd, Clemmons, NC 27012

Signing Officer

Name
Anne Rudert
Title
President
Phone
3368137645
Signed
2020-11-20
Discuss with paid preparer
No

Preparer

Firm
A New Day Accounting Company
Address
1625 Cherry Blossom Ln 101, Winston Salem, NC 27127
Preparer
Monica Pendleton
Phone
3369719054
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Funds provided to school for improving technology”

Raw XML Appendix148 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/PersonNm0Kimberly Maner
IRS990EZ/BooksInCareOfDetail/PhoneNum03367124422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01631 Southwest School Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Clemmons
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09983
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09983
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09983
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09983
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/GroupExemptionNum08535
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09983
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09983
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09983
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09983
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anne Rudert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Donna Cochrane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly Maner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dotty Streeter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Neely Turlington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EducationalCharitable
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided funds to school for curriculum purchases, PE equipment, facilities improvements, technology, testing equipment, art dept supplies, library books
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support student engagement in school life 1) with grants to school clubs and organizations, 2) with family programs such as breakfasts with parent and monthly dad and student progr
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support teacher effectiveness in the classroom
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.wsfcs.k12.nc.us/swes
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt084504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0313378
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0370003
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091154
IRS990ScheduleA/Total509Grp/TotalAmt0370003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091154
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0370003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Funds provided to school for improving technology
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Rudert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03368137645
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southwest Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0561671133
ReturnHeader/Filer/USAddress/AddressLine1Txt01631 Southwest School Rd
ReturnHeader/Filer/USAddress/CityNm0Clemmons
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027012
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C4D16D6C7314669E85C7D3E68E3D69B6794266E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C4D16D6C7314669E85C7D3E68E3D69B6794266E2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06974092020325m2ls1k2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.226.13.6
ReturnHeader/FilingSecurityInformation/IPDt02020-11-20
ReturnHeader/FilingSecurityInformation/IPTm009:51:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471004785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A New Day Accounting Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01625 Cherry Blossom Ln 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winston Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027127
ReturnHeader/PreparerPersonGrp/PhoneNum03369719054
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Monica Pendleton
ReturnHeader/ReturnTs02020-11-20T09:50:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,983
Liabilities
$0
Net assets
$9,983
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.9$0.00$48.9$2.42$11.7$9.33
2024Summary only. Only limited summary data is available for this year.$58.2$0.00$33.1$17.5$15.6
2023Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$68.7$42.3$26.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$71.6$76.7$5.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$0.00$21.4$24.7$19.7$4.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.00$16.4$52.1$45.7$6.44
2020Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.98$0.00$9.98$64.3$62.1$2.15
2018Summary only. Only limited summary data is available for this year.$7.84$0.00$54.5$59.8$5.37
2017Summary only. Only limited summary data is available for this year.$13.2$0.00$44.1$40.9$3.16
2016Summary only. Only limited summary data is available for this year.$10.1$0.00$42.6$36.5$6.17
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$20.4$22.0$1.58
2012Summary only. Only limited summary data is available for this year.$3.04$0.00$25.3$25.9$0.61
2011Summary only. Only limited summary data is available for this year.$3.65$0.00$39.3$41.6$2.21