Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 56-1753468

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 04, 2017

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

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

55th percentile

5.2%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

4.4%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$17,685

Up $878 (+5.2%) from 2016

Net Assets

Up

$17,685

Up $878 (+5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$28,833

Up $1,217 (+4.4%) from 2016

Expenses

Up

$27,955

Up $2,783 (+11%) from 2016

Net Income

Down

$878

Down $1,566 (-64%) from 2016

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: $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

2017

Assets$17,685
Liabilities$0
Net Assets$17,685

Operations Trend

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

2017

Revenue$28,833
Expenses$27,955
Net Income$878
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 4, 2017
Return Version
2016v3.0
Gross Receipts
$49,932
Mission and Program Overview

Mission

Support cleveland elem school

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE TO CLEVELAND ELEMENTARY SCHOOL FOR CLASSROOM PROGRAMS SUPPLIES AND CLASSROOM EQUIPMENT-$12,848
PROVIDE ONLINE ACCELERATED READING AND MATH PROGRAM FOR SCHOOL-$8,584
PROVIDED EDUCATIONAL PROGRAMS FOR STUDENTS SUCH AS ARTISTS IN SCHOOLS PROGRAM-$1,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL EMBLERPresident-$0--
BETH BREEDENVice President-$0--
MANDY MCNULTYSecretary-$0--
KELLI MCGONAGLETreasurerPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Kelli Mcgonagle
Title
Treasurer
Phone
9195502700
Signed
2017-08-04
Discuss with paid preparer
No

Preparer

Firm
Norris & Cooke Accounting Inc
Address
201 S Brightleaf 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 technology grant grantee cleveland elementary school street 10225 cleveland road city, state, zip clayton, nc 27520relationship school amount 6,982activity accelerated math and reading online program grantee cleveland elementary school street 10225 cleveland road city, state, zip clayton, nc 27520relationship school amount 8,584activity support and assistance grantee cleveland elementary school street 10225 cleveland road city, state, zip clayton, nc 27520relationship school amount 7,067

Description of other expenses Part I line 16

Description amountinsurance 355volunteer/teacher hospitality 3,371membership dues to state 700membership expense 100office expense 189

Raw XML Appendix161 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/PersonNm0KELLI MCGONAGLE
IRS990EZ/BooksInCareOfDetail/PhoneNum09195502700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0499 BALMORAL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016807
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017685
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01182
IRS990EZ/CostOfGoodsSoldAmt019107
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0878
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0190
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016807
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017685
IRS990EZ/FundraisingGrossIncomeAmt012916
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022633
IRS990EZ/GrossProfitLossSlsOfInvntryAmt015767
IRS990EZ/GrossReceiptsAmt049932
IRS990EZ/GrossSalesOfInventoryAmt034874
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0960
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016807
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017685
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016807
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017685
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/PersonNm0RACHEL EMBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH BREEDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MANDY MCNULTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLI MCGONAGLE
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/OtherExpensesTotalAmt04715
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CLEVELAND ELEM SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0417
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/ProgramServiceExpensesAmt01200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112848
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28584
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01992
IRS990EZ/SpecialEventsNetIncomeLossAmt010924
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027955
IRS990EZ/TotalProgramServiceExpensesAmt022632
IRS990EZ/TotalRevenueAmt028833
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0336113
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0344471
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082213
IRS990ScheduleA/Total509Grp/TotalAmt0344471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082213
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0344471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY TECHNOLOGY GRANT GRANTEE CLEVELAND ELEMENTARY SCHOOL STREET 10225 CLEVELAND ROAD CITY, STATE, ZIP CLAYTON, NC 27520RELATIONSHIP SCHOOL AMOUNT 6,982ACTIVITY ACCELERATED MATH AND READING ONLINE PROGRAM GRANTEE CLEVELAND ELEMENTARY SCHOOL STREET 10225 CLEVELAND ROAD CITY, STATE, ZIP CLAYTON, NC 27520RELATIONSHIP SCHOOL AMOUNT 8,584ACTIVITY SUPPORT AND ASSISTANCE GRANTEE CLEVELAND ELEMENTARY SCHOOL STREET 10225 CLEVELAND ROAD CITY, STATE, ZIP CLAYTON, NC 27520RELATIONSHIP SCHOOL AMOUNT 7,067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 355VOLUNTEER/TEACHER HOSPITALITY 3,371MEMBERSHIP DUES TO STATE 700MEMBERSHIP EXPENSE 100OFFICE EXPENSE 189
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI MCGONAGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195502700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D3890F83999BB9CB16079B7B7AA9CC36E96905C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D3890F83999BB9CB16079B7B7AA9CC36E96905C7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06967352017227flnd5ws
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.182.195.127
ReturnHeader/FilingSecurityInformation/IPDt02017-08-15
ReturnHeader/FilingSecurityInformation/IPTm010:40:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471964833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Cooke Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S Brightleaf Blvd Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027577
ReturnHeader/PreparerPersonGrp/PhoneNum09199347675
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Cooke Lemons
ReturnHeader/ReturnTs02017-08-01T11:39:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$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
2017Detailed filing. Detailed filing data is available for this year.$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