Civic Intelligence

PTA Nc Congress-Jeffreys Grove Elem

990EZ • Fiscal year 2018 • EIN 56-1684487

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 17, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

94th percentile

150%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$31,777

Up $19,084 (+150%) from 2017

Net Assets

Up

$31,777

Up $19,084 (+150%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$76,735

Up $29,597 (+63%) from 2017

Expenses

Down

$57,651

Down $13,491 (-19%) from 2017

Net Income

Up

$19,084

Up $43,088 (+180%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$31,777
Liabilities$0
Net Assets$31,777

Operations Trend

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

2018

Revenue$76,735
Expenses$57,651
Net Income$19,084
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 17, 2018
Return Version
2017v2.2
Gross Receipts
$124,678
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-$28,873
PROVIDE FOR EVENTS FOR PARENTS SCHOOL STAFF TEACHERS AND STUDENTS THAT ENCOURAGE SCHOOL SPIRIT AND INTERACTION-$15,671
PROVIDE FOR CULTURAL ARTS AND LEARNING EXPERIENCES FOR ELEMENTARY STUDENTS-$11,156
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN MAILLYPresidentPT$0--
CHERI THOMASTreasurerPT$0--
ALEX FLYNNVP FundraisingPT$0--
BRANDY MANNVP CommunicationsPT$0--
DEBRA HAUGEVP Student EnrichmentPT$0--
KIKI ROBERSONVP HospitalityPT$0--
MELISSA OHARAVP Family InvolvementPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$44,082$44,082$24,866$19,216
Silent Aucti$9,846$9,846-$9,846
Total Events$107,612$107,612$47,943$59,669
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
Cheri Thomas
Title
Treasurer
Phone
9198814910
Signed
2018-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Lori Aveni CPA PLLC
Address
126 N Salem St Suite 204, Apex, NC 27502
Preparer
Lori A Aveni
Phone
9193082470
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountsales tax refund 2,784

Description of other expenses Part I line 16

Description amountcultural arts 11,156staff development 1,859school beautification 6,767technology 1,500student enrichment 21,460bank fees 60family events 989insurance 355hospitality 7,915teacher supplement 4,054membership dues 638

Raw XML Appendix200 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP FAMILY INVOLVEMENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0623
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSALES TAX REFUND 2,784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCULTURAL ARTS 11,156STAFF DEVELOPMENT 1,859SCHOOL BEAUTIFICATION 6,767TECHNOLOGY 1,500STUDENT ENRICHMENT 21,460BANK FEES 60FAMILY EVENTS 989INSURANCE 355HOSPITALITY 7,915TEACHER SUPPLEMENT 4,054MEMBERSHIP DUES 638
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ReturnHeader/FilingSecurityInformation/IPTm015:08:44
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
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ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Aveni
ReturnHeader/ReturnTs02018-10-22T15:07:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$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