Civic Intelligence

PTA Nc Congress-Jeffreys Grove Elem

990EZ • Fiscal year 2016 • EIN 56-1684487

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileWWW.JEFFREYSGROVE.COM
6119 Creedmoor RoadRaleigh, NC 27612

(919) 881-4910

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$36,697

Up $6,059 (+20%) from 2015

Net Assets

Up

$36,697

Up $6,059 (+20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin70th percentile

Revenue

Up

$43,026

Up $26 (+0.1%) from 2015

Expenses

Down

$36,967

Down $11,187 (-23%) from 2015

Net Income

Up

$6,059

Up $11,213 (+218%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $24,330Liabilities 2011: $02011Assets 2012: $26,506Liabilities 2012: $02012Assets 2013: $38,479Net Assets 2013: $38,4792013Assets 2014: $35,792Liabilities 2014: $02014Assets 2015: $30,638Liabilities 2015: $0Net Assets 2015: $30,6382015Assets 2016: $36,697Liabilities 2016: $0Net Assets 2016: $36,6972016Assets 2017: $12,693Liabilities 2017: $0Net Assets 2017: $12,6932017Assets 2018: $31,777Liabilities 2018: $0Net Assets 2018: $31,7772018Assets 2019: $20,785Liabilities 2019: $0Net Assets 2019: $20,7852019Assets 2020: $13,526Liabilities 2020: $0Net Assets 2020: $13,5262020Assets 2021: $16,845Liabilities 2021: $0Net Assets 2021: $16,8452021Assets 2022: $61,720Liabilities 2022: $0Net Assets 2022: $61,7202022Assets 2023: $115,125Liabilities 2023: $0Net Assets 2023: $115,1252023Assets 2024: $152,294Liabilities 2024: $0Net Assets 2024: $152,2942024Assets 2025: $94,766Liabilities 2025: $0Net Assets 2025: $94,7662025

Highlighted filing

2016

Assets$36,697
Liabilities$0
Net Assets$36,697
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

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

$200K$100K$0-$100KRevenue 2011: $36,750Expenses 2011: $41,514Net Income 2011: -$4,7642011Revenue 2012: $63,515Expenses 2012: $61,339Net Income 2012: $2,1762012Revenue 2013: $45,194Expenses 2013: $33,221Net Income 2013: $11,9732013Revenue 2014: $40,442Expenses 2014: $43,129Net Income 2014: -$2,6872014Revenue 2015: $43,000Expenses 2015: $48,154Net Income 2015: -$5,1542015Revenue 2016: $43,026Expenses 2016: $36,967Net Income 2016: $6,0592016Revenue 2017: $47,138Expenses 2017: $71,142Net Income 2017: -$24,0042017Revenue 2018: $76,735Expenses 2018: $57,651Net Income 2018: $19,0842018Revenue 2019: $64,193Expenses 2019: $75,185Net Income 2019: -$10,9922019Revenue 2020: $57,444Expenses 2020: $64,703Net Income 2020: -$7,2592020Revenue 2021: $52,723Expenses 2021: $50,035Net Income 2021: $2,6882021Revenue 2022: $80,025Expenses 2022: $37,397Net Income 2022: $42,6282022Revenue 2023: $100,546Expenses 2023: $47,141Net Income 2023: $53,4052023Revenue 2024: $108,185Expenses 2024: $70,479Net Income 2024: $37,7062024Revenue 2025: $120,973Expenses 2025: $178,501Net Income 2025: -$57,5282025

Highlighted filing

2016

Revenue$43,026
Expenses$36,967
Net Income$6,059
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$81,070
Mission and Program Overview

Mission

Child advocacy and educational support

Program Services

DescriptionGrantsExpenses
PROVIDE FINANCIAL ASSISTANCE WITH PURCHASE OF SUPPLEMENTAL SUPPLIES AND EQUIPMENT FOR THE SCHOOL TO ENHANCE LEARNING AND TEACHING EXPERIENCES FOR ALL STUDENTS AND TEACHERS-$15,310
PROVIDE FOR EVENTS FOR PARENTS SCHOOL STAFF TEACHERS AND STUDENTS THAT ENCOURAGE SCHOOL SPIRIT AND INTERACTION-$13,370
PROVIDE FOR CULTURAL ARTS AND LEARNING EXPERIENCES FOR ELEMENTARY STUDENTS-$6,655
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAY BONAVITAPresidentPT$0--
TAMMY VAN DUYNVice PresidentPT$0--
KATHY POOLETreasurerPT$0--
CHRISTY GOEBELSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$34,500$34,500$20,959$13,541
Fall Festiva$12,372$12,372$1,350$11,022
Total Events$78,194$78,194$38,724$39,470
Filing and Contact Details

Filer

Filer Name
Pta Nc Congress-jeffreys Grove Elem
EIN
56-1684487
Address
6119 CREEDMOOR ROAD, RALEIGH, NC 27612

Signing Officer

Name
Traci Lasher
Title
Treasurer
Phone
9198814910
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lori Aveni CPA PLLC
Address
126 N Salem Street Suite 207, Apex, NC 27502
Preparer
Lori A Aveni
Phone
9193082470
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountplayground renovation 5,693staff development 4,785school beautification 2,739technology 3,466student enrichment 11,874bank fees 222signage 3,412insurance 355pta council 50membership dues 680hospitality 3,366”

Raw XML Appendix169 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/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030638
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IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt02772
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAY BONAVITA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY POOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTY GOEBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt036642
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND EDUCATIONAL SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINANCIAL ASSISTANCE WITH PURCHASE OF SUPPLEMENTAL SUPPLIES AND EQUIPMENT FOR THE SCHOOL TO ENHANCE LEARNING AND TEACHING EXPERIENCES FOR ALL STUDENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FOR EVENTS FOR PARENTS SCHOOL STAFF TEACHERS AND STUDENTS THAT ENCOURAGE SCHOOL SPIRIT AND INTERACTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FOR CULTURAL ARTS AND LEARNING EXPERIENCES FOR ELEMENTARY STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015310
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113370
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26655
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038044
IRS990EZ/SpecialEventsNetIncomeLossAmt037379
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036967
IRS990EZ/TotalProgramServiceExpensesAmt035335
IRS990EZ/TotalRevenueAmt043026
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.JEFFREYSGROVE.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0351837
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0378258
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075012
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053351
IRS990ScheduleA/Total509Grp/TotalAmt0378258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053351
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0378258
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038724
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031322
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078194
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031322
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078194
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039470
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016415
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038724
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020959
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01350
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPLAYGROUND RENOVATION 5,693STAFF DEVELOPMENT 4,785SCHOOL BEAUTIFICATION 2,739TECHNOLOGY 3,466STUDENT ENRICHMENT 11,874BANK FEES 222SIGNAGE 3,412INSURANCE 355PTA COUNCIL 50MEMBERSHIP DUES 680HOSPITALITY 3,366
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACI LASHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198814910
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC CONGRESS-JEFFREYS GROVE ELEM
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561684487
ReturnHeader/Filer/USAddress/AddressLine1Txt06119 CREEDMOOR ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 N Salem Street Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Aveni
ReturnHeader/ReturnTs02016-11-15T13:28:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,697
Liabilities
$0
Net assets
$36,697
Revenue
$43,026
Expenses
$36,967
Net income
$6,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.21$1.79$0.58
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.08$0.70$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.01$0.47$0.53
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.80$0.37$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.53$0.50$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.57$0.65$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.64$0.75$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.77$0.58$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.47$0.71$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.43$0.37$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.43$0.48$0.05
2014Summary only. Only limited summary data is available for this year.$0.36$0.00$0.40$0.43$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.45$0.33$0.12
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.64$0.61$0.02
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.37$0.42$0.05