Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2021 • EIN 56-1691112

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

2300 Lowden StreetRaleigh, NC 27608

(919) 856-7650

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

76th percentile

33%

Higher net margin than 76% 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

70th percentile

27%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

32nd percentile

-18%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Up

$48,824

Up $10,333 (+27%) from 2020

Net Assets

Up

$48,824

Up $10,333 (+27%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$31,623

Down $7,076 (-18%) from 2020

Expenses

Down

$21,290

Down $21,361 (-50%) from 2020

Net Income

Up

$10,333

Up $14,285 (+361%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $34,319Liabilities 2011: $02011Assets 2012: $52,749Liabilities 2012: $02012Assets 2013: $73,299Liabilities 2013: $02013Assets 2014: $48,177Liabilities 2014: $02014Assets 2015: $35,292Liabilities 2015: $02015Assets 2016: $40,130Liabilities 2016: $02016Assets 2017: $44,228Liabilities 2017: $02017Assets 2018: $46,677Liabilities 2018: $02018Assets 2019: $42,443Liabilities 2019: $02019Assets 2020: $38,491Net Assets 2020: $38,4912020Assets 2021: $48,824Liabilities 2021: $0Net Assets 2021: $48,8242021Assets 2022: $45,824Net Assets 2022: $45,8242022Assets 2023: $66,686Net Assets 2023: $66,6862023Assets 2024: $54,496Net Assets 2024: $54,4962024

Highlighted filing

2021

Assets$48,824
Liabilities$0
Net Assets$48,824

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $55,835Expenses 2011: $41,507Net Income 2011: $14,3282011Revenue 2012: $57,169Expenses 2012: $38,739Net Income 2012: $18,4302012Revenue 2013: $57,871Expenses 2013: $37,321Net Income 2013: $20,5502013Revenue 2014: $58,397Expenses 2014: $83,519Net Income 2014: -$25,1222014Revenue 2015: $67,946Expenses 2015: $80,831Net Income 2015: -$12,8852015Revenue 2016: $61,326Expenses 2016: $56,488Net Income 2016: $4,8382016Revenue 2017: $53,801Expenses 2017: $49,703Net Income 2017: $4,0982017Revenue 2018: $57,640Expenses 2018: $55,191Net Income 2018: $2,4492018Revenue 2019: $51,781Expenses 2019: $56,015Net Income 2019: -$4,2342019Revenue 2020: $38,699Expenses 2020: $42,651Net Income 2020: -$3,9522020Revenue 2021: $31,623Expenses 2021: $21,290Net Income 2021: $10,3332021Revenue 2022: $48,082Expenses 2022: $51,082Net Income 2022: -$3,0002022Revenue 2023: $58,587Expenses 2023: $37,725Net Income 2023: $20,8622023Revenue 2024: $54,284Expenses 2024: $66,474Net Income 2024: -$12,1902024

Highlighted filing

2021

Revenue$31,623
Expenses$21,290
Net Income$10,333
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$37,114
Mission and Program Overview

Mission

Support education at j y joyner school

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT & EDUCATION-$19,877
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE LANE MIZECo-President-$0--
DANA ZESZOTARSKICo-President-$0--
CARROLL VUNCANNONSecretary-$0--
KAREN HOHENSTEINTreasurer-$0--
JEN NOONEAudit Chair-$0--
JAMIE JACKSONAdvocacy CHA-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$11,258$11,258$1,370$9,888
Spring Fundrais$9,167$9,167$1,349$7,818
Total Events$20,425$20,425$2,719$17,706
Filing and Contact Details

Filer

Filer Name
J Y Joyner School Pta
EIN
56-1691112
Phone
9198567650
Address
2300 LOWDEN STREET, RALEIGH, NC 27608

Signing Officer

Name
Karen Hohenstein
Title
Treasurer
Phone
9198567650
Signed
2021-11-12

Preparer

Firm
Thomas J Rollins CPA
Address
3008 ANDERSON DRIVE SUITE 200, RALEIGH, NC 27609
Preparer
Thomas J Rollins
Phone
9197838484
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses teacher appreciation 3,721 cultural arts 2,133 mini-grants 7,121 5th grade events 1,909 art programs 93 operating expenses 1,386 bank service charges 27 pe programs 700 technology 722 library 1,222 music programs 479 school counseling team 286 staff apparel & supplies 791 food relief donations exp 700 total 21,290

Raw XML Appendix168 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LESLIE LANE MIZE
CompensationExplanation/CompensationExplanationGrp/PersonNm1DANA ZESZOTARSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm2CARROLL VUNCANNON
CompensationExplanation/CompensationExplanationGrp/PersonNm3KAREN HOHENSTEIN
CompensationExplanation/CompensationExplanationGrp/PersonNm4JEN NOONE
CompensationExplanation/CompensationExplanationGrp/PersonNm5JAMIE JACKSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0J Y JOYNER PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09198567650
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02300 LOWDEN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048824
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010753
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010333
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038491
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048824
IRS990EZ/FundraisingGrossIncomeAmt026361
IRS990EZ/GrossReceiptsAmt037114
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038491
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048824
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038491
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048824
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE LANE MIZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANA ZESZOTARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARROLL VUNCANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN HOHENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEN NOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDIT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ADVOCACY CHA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021290
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATION AT J Y JOYNER SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT & EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019877
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05491
IRS990EZ/SpecialEventsNetIncomeLossAmt020870
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021290
IRS990EZ/TotalProgramServiceExpensesAmt019877
IRS990EZ/TotalRevenueAmt031623
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 5,117
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024623
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt081134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt094586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0351427
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02812
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02305
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05117
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98660
IRS990ScheduleA/PublicSupportPY509Pct00.98820
IRS990ScheduleA/PublicSupportTotal509Amt0376050
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037114
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096264
IRS990ScheduleA/Total509Grp/TotalAmt0376050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt099142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098569
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0381167
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02719
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020425
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017706
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01370
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER APPRECIATION 3,721 CULTURAL ARTS 2,133 MINI-GRANTS 7,121 5TH GRADE EVENTS 1,909 ART PROGRAMS 93 OPERATING EXPENSES 1,386 BANK SERVICE CHARGES 27 PE PROGRAMS 700 TECHNOLOGY 722 LIBRARY 1,222 MUSIC PROGRAMS 479 SCHOOL COUNSELING TEAM 286 STAFF APPAREL & SUPPLIES 791 FOOD RELIEF DONATIONS EXP 700 TOTAL 21,290
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN HOHENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198567650
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J Y JOYNER SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JYJO
ReturnHeader/Filer/EIN0561691112
ReturnHeader/Filer/PhoneNum09198567650
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 LOWDEN STREET
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562045354
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS J ROLLINS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03008 ANDERSON DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197838484
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J ROLLINS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T13:26:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOHENSTEIN
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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.5$54.5$54.3$66.5$12.2
2023Detailed filing. Detailed filing data is available for this year.$66.7$66.7$58.6$37.7$20.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.8$45.8$48.1$51.1$3.00
2021Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$31.6$21.3$10.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.5$38.5$38.7$42.7$3.95
2019Summary only. Only limited summary data is available for this year.$42.4$0.00$51.8$56.0$4.23
2018Summary only. Only limited summary data is available for this year.$46.7$0.00$57.6$55.2$2.45
2017Summary only. Only limited summary data is available for this year.$44.2$0.00$53.8$49.7$4.10
2016Summary only. Only limited summary data is available for this year.$40.1$0.00$61.3$56.5$4.84
2015Summary only. Only limited summary data is available for this year.$35.3$0.00$67.9$80.8$12.9
2014Summary only. Only limited summary data is available for this year.$48.2$0.00$58.4$83.5$25.1
2013Summary only. Only limited summary data is available for this year.$73.3$0.00$57.9$37.3$20.6
2012Summary only. Only limited summary data is available for this year.$52.7$0.00$57.2$38.7$18.4
2011Summary only. Only limited summary data is available for this year.$34.3$0.00$55.8$41.5$14.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits