Civic Intelligence

Vance Elementary School PTA

990EZ • Fiscal year 2015 • EIN 56-1684343

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 29, 2015

8808 Old Stage RoadRaleigh, NC 27603

(919) 662-2472

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,011

Down $4,661 (-40%) from 2014

Net Assets

$7,011

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$16,420

Down $8,225 (-33%) from 2014

Expenses

Down

$21,081

Down $5,052 (-19%) from 2014

Net Income

Down

-$4,661

Down $3,173 (-213%) from 2014

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $5,987Liabilities 2011: $02011Assets 2012: $13,169Liabilities 2012: $02012Assets 2013: $13,169Liabilities 2013: $02013Assets 2014: $11,672Liabilities 2014: $02014Assets 2015: $7,011Net Assets 2015: $7,0112015Assets 2016: $24,944Net Assets 2016: $24,9442016Assets 2017: $23,111Net Assets 2017: $23,1112017Assets 2018: $29,613Net Assets 2018: $29,6132018Assets 2019: $36,700Net Assets 2019: $36,7002019Assets 2020: $20,390Liabilities 2020: $02020Assets 2021: $21,509Net Assets 2021: $21,5092021Assets 2022: $21,695Net Assets 2022: $21,6952022Assets 2023: $18,519Liabilities 2023: $02023Assets 2024: $19,426Liabilities 2024: $02024Assets 2025: $26,053Net Assets 2025: $26,0532025

Highlighted filing

2015

Assets$7,011
Liabilities-
Net Assets$7,011

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $36,338Expenses 2011: $37,437Net Income 2011: -$1,0992011Revenue 2012: $17,982Expenses 2012: $10,800Net Income 2012: $7,1822012Revenue 2013: $19,658Expenses 2013: $12,526Net Income 2013: $7,1322013Revenue 2014: $24,645Expenses 2014: $26,133Net Income 2014: -$1,4882014Revenue 2015: $16,420Expenses 2015: $21,081Net Income 2015: -$4,6612015Revenue 2016: $45,622Expenses 2016: $27,689Net Income 2016: $17,9332016Revenue 2017: $21,174Expenses 2017: $23,007Net Income 2017: -$1,8332017Revenue 2018: $25,066Expenses 2018: $18,564Net Income 2018: $6,5022018Revenue 2019: $26,335Expenses 2019: $19,248Net Income 2019: $7,0872019Revenue 2020: $15,313Expenses 2020: $31,623Net Income 2020: -$16,3102020Revenue 2021: $10,362Expenses 2021: $9,243Net Income 2021: $1,1192021Revenue 2022: $24,626Expenses 2022: $24,440Net Income 2022: $1862022Revenue 2023: $42,168Expenses 2023: $45,344Net Income 2023: -$3,1762023Revenue 2024: $32,265Expenses 2024: $31,358Net Income 2024: $9072024Revenue 2025: $35,897Expenses 2025: $29,270Net Income 2025: $6,6272025

Highlighted filing

2015

Revenue$16,420
Expenses$21,081
Net Income-$4,661
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$43,405
Mission and Program Overview

Mission

SUPPORT VANCE ELEMENTARY

Program Services

DescriptionGrantsExpenses
SUPPLIES AND EXPENDITURES USED TO SUPPORT EDUCATION FOR STUDENTS AND TO PROVIDE TEACHERS WITH ADDITIONAL TOOLS TO PROVIDE QUALITY EDUCATION TO ALL.-$21,081
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LACY PARKPresidentPT$0--
MONICA GAERTNERVice PresidentPT$0--
MELISSA ILLIGVice PresidentPT$0--
HEATHER KUEHNESecretaryPT$0--
TANYA STEPHENSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog Sales$17,157$17,157$9,956$7,201
Book Fair$7,760$7,760$9,345$-1,585
Total Events$40,948$40,948$26,985$13,963
Filing and Contact Details

Filer

Filer Name
Vance Elementary School Pta
EIN
56-1684343
Phone
9196622472
Address
8808 OLD STAGE ROAD, RALEIGH, NC 27603

Signing Officer

Name
Lacy Park
Title
President
Phone
9196622472
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Bartasavich & Rainey CPA
Address
1601 JONES FRANKLIN ROAD STE 103, RALEIGH, NC 27606
Preparer
David Bartasavich
Phone
9192331383
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Returned checks 374. Website maintenance 85. Dues & membership expense 542. Student participation events 2880. Field trip & learning expense 498. Insurance 265. Classroom supplies 5735. Miscellaneous expense 651. Hospitality & teacher appreciation 4385. Cultural art expense 1423. Bank fees 60. Donations 584. Small equipment 2486.

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09196622472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08808 OLD STAGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027603
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07011
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IRS990EZ/ExcessOrDeficitForYearAmt0-4661
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0719
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011672
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07011
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011672
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07011
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LACY PARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA GAERTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA ILLIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER KUEHNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TANYA STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019968
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT VANCE ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt0713
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPLIES AND EXPENDITURES USED TO SUPPORT EDUCATION FOR STUDENTS AND TO PROVIDE TEACHERS WITH ADDITIONAL TOOLS TO PROVIDE QUALITY EDUCATION TO ALL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021081
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026985
IRS990EZ/SpecialEventsNetIncomeLossAmt013963
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021081
IRS990EZ/TotalProgramServiceExpensesAmt021081
IRS990EZ/TotalRevenueAmt016420
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015908
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040948
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0237861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt048
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0253769
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043401
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061520
IRS990ScheduleA/Total509Grp/TotalAmt0253769
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253817
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026985
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016031
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040948
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013963
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07684
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09956
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURNED CHECKS 374. WEBSITE MAINTENANCE 85. DUES & MEMBERSHIP EXPENSE 542. STUDENT PARTICIPATION EVENTS 2880. FIELD TRIP & LEARNING EXPENSE 498. INSURANCE 265. CLASSROOM SUPPLIES 5735. MISCELLANEOUS EXPENSE 651. HOSPITALITY & TEACHER APPRECIATION 4385. CULTURAL ART EXPENSE 1423. BANK FEES 60. DONATIONS 584. SMALL EQUIPMENT 2486.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LACY PARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09196622472
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VANCE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0VANC
ReturnHeader/Filer/EIN0561684343
ReturnHeader/Filer/PhoneNum09196622472
ReturnHeader/Filer/USAddress/AddressLine1Txt08808 OLD STAGE ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARTASAVICH & RAINEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 JONES FRANKLIN ROAD STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027606
ReturnHeader/PreparerPersonGrp/PhoneNum09192331383
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BARTASAVICH
ReturnHeader/ReturnTs02015-11-13T05:00:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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.$26.1$26.1$35.9$29.3$6.63
2024Summary only. Only limited summary data is available for this year.$19.4$0.00$32.3$31.4$0.91
2023Summary only. Only limited summary data is available for this year.$18.5$0.00$42.2$45.3$3.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.7$21.7$24.6$24.4$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$21.5$10.4$9.24$1.12
2020Summary only. Only limited summary data is available for this year.$20.4$0.00$15.3$31.6$16.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$36.7$26.3$19.2$7.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$29.6$25.1$18.6$6.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$23.1$21.2$23.0$1.83
2016Detailed filing. Detailed filing data is available for this year.$24.9$24.9$45.6$27.7$17.9
2015Detailed filing. Detailed filing data is available for this year.$7.01$7.01$16.4$21.1$4.66
2014Summary only. Only limited summary data is available for this year.$11.7$0.00$24.6$26.1$1.49
2013Summary only. Only limited summary data is available for this year.$13.2$0.00$19.7$12.5$7.13
2012Summary only. Only limited summary data is available for this year.$13.2$0.00$18.0$10.8$7.18
2011Summary only. Only limited summary data is available for this year.$5.99$0.00$36.3$37.4$1.10