Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2016 • EIN 56-1753468

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 25, 2016

Organization Profile
10225 Cleveland RoadClayton, NC 27520

(919) 550-2700

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

62nd percentile

8.8%

Higher net margin than 62% 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

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

43rd percentile

-3.7%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$16,807

Up $2,444 (+17%) from 2015

Net Assets

Up

$16,807

Up $2,444 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin62nd percentile

Revenue

Down

$27,616

Down $1,052 (-3.7%) from 2015

Expenses

Down

$25,172

Down $4,669 (-16%) from 2015

Net Income

Up

$2,444

Up $3,617 (+308%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80K$60K$40K$20K$0Assets 2011: $2,754Liabilities 2011: $02011Assets 2012: $6,935Liabilities 2012: $02012Assets 2013: $5Liabilities 2013: $02013Assets 2014: $15,536Liabilities 2014: $02014Assets 2015: $14,363Liabilities 2015: $0Net Assets 2015: $14,3632015Assets 2016: $16,807Liabilities 2016: $0Net Assets 2016: $16,8072016Assets 2017: $17,685Liabilities 2017: $0Net Assets 2017: $17,6852017Assets 2018: $15,696Liabilities 2018: $0Net Assets 2018: $15,6962018Assets 2019: $19,562Liabilities 2019: $0Net Assets 2019: $19,5622019Assets 2020: $12,351Liabilities 2020: $0Net Assets 2020: $12,3512020Assets 2021: $24,857Liabilities 2021: $0Net Assets 2021: $24,8572021Assets 2022: $65,025Liabilities 2022: $0Net Assets 2022: $65,0252022Assets 2023: $60,514Liabilities 2023: $0Net Assets 2023: $60,5142023Assets 2024: $46,164Liabilities 2024: $02024Assets 2025: $17,849Net Assets 2025: $17,8492025

Highlighted filing

2016

Assets$16,807
Liabilities$0
Net Assets$16,807
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$100K$50K$0-$50KRevenue 2011: $27,778Expenses 2011: $28,318Net Income 2011: -$5402011Revenue 2012: $48,325Expenses 2012: $44,144Net Income 2012: $4,1812012Revenue 2013: $37,603Expenses 2013: $44,533Net Income 2013: -$6,9302013Revenue 2014: $33,987Expenses 2014: $18,456Net Income 2014: $15,5312014Revenue 2015: $28,668Expenses 2015: $29,841Net Income 2015: -$1,1732015Revenue 2016: $27,616Expenses 2016: $25,172Net Income 2016: $2,4442016Revenue 2017: $28,833Expenses 2017: $27,955Net Income 2017: $8782017Revenue 2018: $26,317Expenses 2018: $28,306Net Income 2018: -$1,9892018Revenue 2019: $58,235Expenses 2019: $54,369Net Income 2019: $3,8662019Revenue 2020: $60,602Expenses 2020: $67,813Net Income 2020: -$7,2112020Revenue 2021: $30,083Expenses 2021: $17,577Net Income 2021: $12,5062021Revenue 2022: $57,620Expenses 2022: $17,452Net Income 2022: $40,1682022Revenue 2023: $56,004Expenses 2023: $60,515Net Income 2023: -$4,5112023Revenue 2024: $54,307Expenses 2024: $0Net Income 2024: $54,3072024Revenue 2025: $47,954Expenses 2025: $75,485Net Income 2025: -$27,5312025

Highlighted filing

2016

Revenue$27,616
Expenses$25,172
Net Income$2,444
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 25, 2016
Return Version
2015v2.1
Gross Receipts
$70,057
Mission and Program Overview

Mission

Support cleveland elem school

Program Services

DescriptionGrantsExpenses
PROVIDE ONLINE ACCELERATED READING AND MATH PROGRAM FOR SCHOOL-$9,030
PROVIDE ASSISTANCE TO CLEVELAND ELEMENTARY SCHOOL FOR CLASSROOM PROGRAMS SUPPLIES AND CLASSROOM EQUIPMENT-$5,677
PROVIDED EDUCATIONAL PROGRAMS FOR STUDENTS SUCH AS ARTISTS IN SCHOOLS PROGRAM-$5,524
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABRIELLE HOLCOMBPresident-$0--
JODY ADAMSVice President-$0--
TRACY MANDELSecretary-$0--
AMANDA THOMASTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Cleveland Elementary Pta
EIN
56-1753468
Address
10225 CLEVELAND ROAD, CLAYTON, NC 27520

Signing Officer

Name
Amanda Thomas
Title
Treasurer
Phone
9195502700
Signed
2016-07-25
Discuss with paid preparer
No

Preparer

Firm
Norris & Cooke Accounting Inc
Address
201 S Bright Leaf Blvd Ste 1, Smithfield, NC 27577
Preparer
Kelly Cooke Lemons
Phone
9199347675
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity classroom support grantee cleveland elementary school street 10225 cleveland road city, state, zip clayton, nc 27520relationship school amount 5,677activity accelerated math and reading online program grantee cleveland elementary school street 10225 cleveland road city, state, zip clayton, nc 27520relationship school amount 9,030activity support and assistance grantee cleveland elementary school street 10225 cleveland road city, state, zip clayton, nc 27520relationship school amount 5,524”

Description of other expenses Part I line 16

“Description amountinsurance 355volunteer/teacher hospitality 2,831membership dues to state 728”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AMANDA THOMAS
IRS990EZ/BooksInCareOfDetail/PhoneNum09195502700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt062 AUSTIN POND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014363
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016807
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0210
IRS990EZ/CostOfGoodsSoldAmt039862
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02444
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0190
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014363
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016807
IRS990EZ/FundraisingGrossIncomeAmt09728
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020231
IRS990EZ/GrossProfitLossSlsOfInvntryAmt019352
IRS990EZ/GrossReceiptsAmt070057
IRS990EZ/GrossSalesOfInventoryAmt059214
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0905
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014363
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016807
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014363
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016807
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/PersonNm0GABRIELLE HOLCOMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JODY ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY MANDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03914
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CLEVELAND ELEM SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0837
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL PROGRAMS FOR STUDENTS SUCH AS ARTISTS IN SCHOOLS PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ASSISTANCE TO CLEVELAND ELEMENTARY SCHOOL FOR CLASSROOM PROGRAMS SUPPLIES AND CLASSROOM EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE ONLINE ACCELERATED READING AND MATH PROGRAM FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05524
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15677
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29030
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02579
IRS990EZ/SpecialEventsNetIncomeLossAmt07149
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025172
IRS990EZ/TotalProgramServiceExpensesAmt020231
IRS990EZ/TotalRevenueAmt027616
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0125155
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0413478
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0421104
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0126565
IRS990ScheduleA/Total509Grp/TotalAmt0421104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0126565
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0421104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSROOM SUPPORT GRANTEE CLEVELAND ELEMENTARY SCHOOL STREET 10225 CLEVELAND ROAD CITY, STATE, ZIP CLAYTON, NC 27520RELATIONSHIP SCHOOL AMOUNT 5,677ACTIVITY ACCELERATED MATH AND READING ONLINE PROGRAM GRANTEE CLEVELAND ELEMENTARY SCHOOL STREET 10225 CLEVELAND ROAD CITY, STATE, ZIP CLAYTON, NC 27520RELATIONSHIP SCHOOL AMOUNT 9,030ACTIVITY SUPPORT AND ASSISTANCE GRANTEE CLEVELAND ELEMENTARY SCHOOL STREET 10225 CLEVELAND ROAD CITY, STATE, ZIP CLAYTON, NC 27520RELATIONSHIP SCHOOL AMOUNT 5,524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 355VOLUNTEER/TEACHER HOSPITALITY 2,831MEMBERSHIP DUES TO STATE 728
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195502700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLEVELAND ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CLEV
ReturnHeader/Filer/EIN0561753468
ReturnHeader/Filer/USAddress/AddressLine1Txt010225 CLEVELAND ROAD
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471964833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Cooke Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S Bright Leaf Blvd Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027577
ReturnHeader/PreparerPersonGrp/PhoneNum09199347675
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Cooke Lemons
ReturnHeader/ReturnTs02016-07-25T14:49:15-04:00
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
$16,807
Liabilities
$0
Net assets
$16,807
Revenue
$27,616
Expenses
$25,172
Net income
$2,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.8$17.8$48.0$75.5$27.5
2024Summary only. Only limited summary data is available for this year.$46.2$0.00$54.3$0.00$54.3
2023Detailed filing. Detailed filing data is available for this year.$60.5$0.00$60.5$56.0$60.5$4.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.0$0.00$65.0$57.6$17.5$40.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.00$24.9$30.1$17.6$12.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$60.6$67.8$7.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.00$19.6$58.2$54.4$3.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$26.3$28.3$1.99
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$28.8$28.0$0.88
2016Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$27.6$25.2$2.44
2015Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$28.7$29.8$1.17
2014Summary only. Only limited summary data is available for this year.$15.5$0.00$34.0$18.5$15.5
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$37.6$44.5$6.93
2012Summary only. Only limited summary data is available for this year.$6.94$0.00$48.3$44.1$4.18
2011Summary only. Only limited summary data is available for this year.$2.75$0.00$27.8$28.3$0.54