Civic Intelligence

Vance Elementary School PTA

990EZ • Fiscal year 2024 • EIN 56-1684343

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 04, 2024

Organization ProfileN/A
8808 Old Stage RoadRaleigh, NC 27603

(919) 662-2472

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$19,426

Flat from 2024

Net Assets

$19,426

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$32,265

Flat from 2024

Expenses

Flat

$31,358

Flat from 2024

Net Income

Flat

$907

Flat from 2024

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: $19,426Net Assets 2024: $19,4262024Assets 2024: $19,426Liabilities 2024: $02024Assets 2025: $26,053Net Assets 2025: $26,0532025

Highlighted filing

2024

Assets$19,426
Liabilities-
Net Assets$19,426
Open 2024 Filing

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 2024: $32,265Expenses 2024: $31,358Net Income 2024: $9072024Revenue 2025: $35,897Expenses 2025: $29,270Net Income 2025: $6,6272025

Highlighted filing

2024

Revenue$32,265
Expenses$31,358
Net Income$907
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$82,356
Mission and Program Overview

Mission

SUPPORT VANCE ELEMENTARY

Program Services

DescriptionGrantsExpenses
SUPPLIES AND EXPENDITURES USED TO SUPPORT EDUCATION FORSTUDENTS AND TO PROVIDE TEACHERS WITH ADDITIONAL TOOLSTO PROVIDE QUALITY EDUCATION TO ALL.$0$15,777
CLASSROOM SUPPLIES FOR STUDENTS IN NEED OF ADDITIONALLEARNING TOOLS IN THE CLASSROOM.$0$7,795
TEACHER APPRECIATION EVENTS USED TO PROMOTE SCHOOLUNITY AND TEACHER INTERACTION TO CROSS SUPPORTSTUDENTS AND THEIR EDUCATION$0$6,516
DUES, SCHOOL CLUBS, CONTRIBUTIONS ETC$0$1,270
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY GANDYPresidentPT$0--
AMY PIPERVice-PresidentPT$0--
JOLEE BECKSTRANDTreasurerPT$0--
KELLI CLINARDSecretary-$0--
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
Jolee Beckstrand
Title
Treasurer
Phone
9196622472
Signed
2024-11-04
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

Pt III, Line 31

“Dues, school clubs, contributions etc”

Form 990EZ, Part I, Line 16

“SUPPLIES 15777.”

Form 990EZ, Part I, Line 16

“Dues & membership expense 340.”

Form 990EZ, Part I, Line 16

“Student participation/clubs events 215.”

Form 990EZ, Part I, Line 16

“CHARITABLE DONATIONS 50.”

Form 990EZ, Part I, Line 16

“INSURANCE 265.”

Form 990EZ, Part I, Line 16

“CLASSROOM SUPPLIES 7795.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 0.”

Form 990EZ, Part I, Line 16

“Hospitality & teacher appreciation 6516.”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09196622472
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRITTANY GANDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY PIPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOLEE BECKSTRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLI CLINARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030958
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT VANCE ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPLIES AND EXPENDITURES USED TO SUPPORT EDUCATION FORSTUDENTS AND TO PROVIDE TEACHERS WITH ADDITIONAL TOOLSTO PROVIDE QUALITY EDUCATION TO ALL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION EVENTS USED TO PROMOTE SCHOOLUNITY AND TEACHER INTERACTION TO CROSS SUPPORTSTUDENTS AND THEIR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLASSROOM SUPPLIES FOR STUDENTS IN NEED OF ADDITIONALLEARNING TOOLS IN THE CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DUES, SCHOOL CLUBS, CONTRIBUTIONS ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015777
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16516
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27795
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31270
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050091
IRS990EZ/SpecialEventsNetIncomeLossAmt029297
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031358
IRS990EZ/TotalProgramServiceExpensesAmt031358
IRS990EZ/TotalRevenueAmt032265
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0109
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030065
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0253546
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0197
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99930
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IRS990ScheduleA/PublicSupportTotal509Amt0265673
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031023
IRS990ScheduleA/Total509Grp/TotalAmt0265673
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0265870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES, SCHOOL CLUBS, CONTRIBUTIONS ETC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES 15777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES & MEMBERSHIP EXPENSE 340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT PARTICIPATION/CLUBS EVENTS 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHARITABLE DONATIONS 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASSROOM SUPPLIES 7795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY & TEACHER APPRECIATION 6516.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOLEE BECKSTRAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09196622472
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562115052
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/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Bartasavich
ReturnHeader/ReturnTs02024-11-06T11:19:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,426
Liabilities
-
Net assets
$19,426
Revenue
$32,265
Expenses
$31,358
Net income
$907
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
2024Detailed filing. Detailed filing data is available for this year.$19.4$19.4$32.3$31.4$0.91
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