Civic Intelligence

PTA North Carolinaaldert Root PTA Inc

990EZ • Fiscal year 2021 • EIN 56-1684435

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

3202 Northampton StreetRaleigh, NC 27609

(919) 881-4940

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

91st percentile

128%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

-2.8%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$83,341

Up $46,810 (+128%) from 2020

Net Assets

Up

$83,341

Up $46,810 (+128%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$95,383

Down $2,741 (-2.8%) from 2020

Expenses

Down

$52,091

Down $99,459 (-66%) from 2020

Net Income

Up

$43,292

Up $96,718 (+181%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $50,080Liabilities 2012: $02012Assets 2013: $88,976Liabilities 2013: $02013Assets 2014: $85,677Liabilities 2014: $02014Assets 2015: $99,072Liabilities 2015: $02015Assets 2016: $128,027Liabilities 2016: $02016Assets 2017: $141,750Liabilities 2017: $02017Assets 2018: $76,795Liabilities 2018: $02018Assets 2019: $95,279Liabilities 2019: $0Net Assets 2019: $95,2792019Assets 2020: $36,531Liabilities 2020: $0Net Assets 2020: $36,5312020Assets 2021: $83,341Liabilities 2021: $0Net Assets 2021: $83,3412021Assets 2022: $87,698Net Assets 2022: $87,6982022Assets 2023: $79,796Net Assets 2023: $79,7962023Assets 2024: $104,495Net Assets 2024: $104,4952024Assets 2025: $121,678Net Assets 2025: $121,6782025

Highlighted filing

2021

Assets$83,341
Liabilities$0
Net Assets$83,341

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $57,277Expenses 2012: $76,826Net Income 2012: -$19,5492012Revenue 2013: $92,618Expenses 2013: $53,657Net Income 2013: $38,9612013Revenue 2014: $52,498Expenses 2014: $55,829Net Income 2014: -$3,3312014Revenue 2015: $65,628Expenses 2015: $53,118Net Income 2015: $12,5102015Revenue 2016: $108,683Expenses 2016: $82,862Net Income 2016: $25,8212016Revenue 2017: $110,824Expenses 2017: $97,101Net Income 2017: $13,7232017Revenue 2018: $133,013Expenses 2018: $146,349Net Income 2018: -$13,3362018Revenue 2019: $133,476Expenses 2019: $115,552Net Income 2019: $17,9242019Revenue 2020: $98,124Expenses 2020: $151,550Net Income 2020: -$53,4262020Revenue 2021: $95,383Expenses 2021: $52,091Net Income 2021: $43,2922021Revenue 2022: $128,428Expenses 2022: $127,210Net Income 2022: $1,2182022Revenue 2023: $127,597Expenses 2023: $138,834Net Income 2023: -$11,2372023Revenue 2024: $134,660Expenses 2024: $107,585Net Income 2024: $27,0752024Revenue 2025: $130,844Expenses 2025: $117,907Net Income 2025: $12,9372025

Highlighted filing

2021

Revenue$95,383
Expenses$52,091
Net Income$43,292
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.1
Gross Receipts
$128,394
Mission and Program Overview

Mission

Education enhancement through activities related to learning at aldert root elementary school.

Program Services

DescriptionGrantsExpenses
ENHANCE LEARNING ATMOSPHERE BY PROVIDING MATERIALS AND SUPPLIES IN MULTIPLE DISCIPLINES - MATH, SCIENCE, MUSIC, ART, ETC.$0$51,411
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA MOOREPresident-$0--
ALLISON ECKSTEINVice President 1-$0--
CHRISTINE STONEVice President 2-$0--
CAROLINE BRASWELLVice President 3-$0--
YVONNE BARROWVice President 4-$0--
TUNYA SMITHSecretary-$0--
JESSIE BARRINGERTreasurer-$0--
REBECCA HANCOCKAt-Large Member-$0--
HELEN MORISEYAt-Large Member-$0--
HEIDI RUERUPAt-Large Member-$0--
LINDSAY WEBSTERAudit Committee Chair-$0--
ALLISON HARRISNominating Committee Co-Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$57,340$57,340$22,341$34,999
ROOTIN' TOOTIN'$51,699$51,699$1,974$49,725
Total Events$111,493$111,493$26,015$85,478
Filing and Contact Details

Filer

Filer Name
Pta North Carolinaaldert Root Pta Inc
EIN
56-1684435
Phone
9198814940
Address
3202 NORTHAMPTON STREET, RALEIGH, NC 27609

Signing Officer

Name
Yvonne Barrow
Title
Treasurer
Phone
9198814940
Signed
2021-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS ROAD SUITE 1500, RALEIGH, NC 27609
Preparer
Brandy Vannoy
Phone
9197196400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 4,498. Returns and allowances: 0. Less cost of goods sold: 6,996. Gross profit: -2,498. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 6,996. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 6,996.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: classroom collateral. Amount: 15,164. Description: staff support. Amount: 11,908. Description: teacher appreciation. Amount: 7,861. Description: reimbursements. Amount: 6,084. Description: field day. Amount: 3,059. Description: accoustic panels. Amount: 3,026. Description: 5th grade graduation. Amount: 1,850. Description: administrative. Amount: 350. Description: insurance. Amount: 330. Description: grounds and maintenance. Amount: 71. Description: other. Amount: 1,357. Total to form 990-ez, line 16: 51,060.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: other adjustment. Amount: 3,518.

Form 990-ez, Part II, Line 24 - Other Assets

Description: sales tax receivable. Beg. Of year amount: 2,146. End of year amount: 1,626.

Raw XML Appendix225 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA MOORE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7REBECCA HANCOCK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALLISON HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT 3
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT 4
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AT-LARGE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AT-LARGE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9AT-LARGE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10AUDIT COMMITTEE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11NOMINATING COMMITTEE CO-CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt051060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENHANCEMENT THROUGH ACTIVITIES RELATED TO LEARNING AT ALDERT ROOT ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCE LEARNING ATMOSPHERE BY PROVIDING MATERIALS AND SUPPLIES IN MULTIPLE DISCIPLINES - MATH, SCIENCE, MUSIC, ART, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 4,498. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 6,996. GROSS PROFIT: -2,498. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 6,996. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 6,996.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLASSROOM COLLATERAL. AMOUNT: 15,164. DESCRIPTION: STAFF SUPPORT. AMOUNT: 11,908. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 7,861. DESCRIPTION: REIMBURSEMENTS. AMOUNT: 6,084. DESCRIPTION: FIELD DAY. AMOUNT: 3,059. DESCRIPTION: ACCOUSTIC PANELS. AMOUNT: 3,026. DESCRIPTION: 5TH GRADE GRADUATION. AMOUNT: 1,850. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 350. DESCRIPTION: INSURANCE. AMOUNT: 330. DESCRIPTION: GROUNDS AND MAINTENANCE. AMOUNT: 71. DESCRIPTION: OTHER. AMOUNT: 1,357. TOTAL TO FORM 990-EZ, LINE 16: 51,060.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER ADJUSTMENT. AMOUNT: 3,518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SALES TAX RECEIVABLE. BEG. OF YEAR AMOUNT: 2,146. END OF YEAR AMOUNT: 1,626.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0YVONNE BARROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198814940
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINAALDERT ROOT PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561684435
ReturnHeader/Filer/PhoneNum09198814940
ReturnHeader/Filer/USAddress/AddressLine1Txt03202 NORTHAMPTON STREET
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027609
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521446779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON LAMBERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04242 SIX FORKS ROAD SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197196400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDY VANNOY
ReturnHeader/ReturnTs02021-10-25T20:07:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0YVONNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARROW
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$1.22$1.22$1.31$1.18$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.35$1.08$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.28$1.39$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.28$1.27$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.95$0.52$0.43
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.98$1.52$0.53
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.33$1.16$0.18
2018Summary only. Only limited summary data is available for this year.$0.77$0.00$1.33$1.46$0.13
2017Summary only. Only limited summary data is available for this year.$1.42$0.00$1.11$0.97$0.14
2016Summary only. Only limited summary data is available for this year.$1.28$0.00$1.09$0.83$0.26
2015Summary only. Only limited summary data is available for this year.$0.99$0.00$0.66$0.53$0.13
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.52$0.56$0.03
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.93$0.54$0.39
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.57$0.77$0.20