Civic Intelligence

Apex Elementary School PTA

EIN 56-1784983 • 501(c)3 • Apex, NC

Profile

To support teachers and students at Apex Elementary School.

700 Tingen RdApex, NC 27502-2053

apexes.wcpss.net/PTA.htm

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-18%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

90th percentile

81%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Assets

Down

$41,934

Down $1,116 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$41,934

Down $1,116 (-2.6%) from 2023

Revenue

Up

$67,102

Up $16,374 (+32%) from 2023

Expenses

Up

$68,218

Up $3,565 (+5.5%) from 2023

Net Income

Up

-$1,116

Up $12,809 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $44,685Liabilities 2011: $02011Assets 2012: $38,258Liabilities 2012: $02012Assets 2013: $45,587Liabilities 2013: $02013Assets 2014: $61,302Liabilities 2014: $02014Assets 2015: $53,914Liabilities 2015: $02015Assets 2016: $57,827Liabilities 2016: $0Net Assets 2016: $57,8272016Assets 2017: $67,012Liabilities 2017: $0Net Assets 2017: $67,0122017Assets 2018: $70,998Liabilities 2018: $0Net Assets 2018: $70,9982018Assets 2019: $70,322Liabilities 2019: $0Net Assets 2019: $70,3222019Assets 2020: $79,793Liabilities 2020: $0Net Assets 2020: $79,7932020Assets 2021: $64,110Liabilities 2021: $0Net Assets 2021: $64,1102021Assets 2022: $56,975Liabilities 2022: $0Net Assets 2022: $56,9752022Assets 2023: $43,050Liabilities 2023: $0Net Assets 2023: $43,0502023Assets 2024: $41,934Liabilities 2024: $0Net Assets 2024: $41,9342024

Highlighted filing

2024

Assets$41,934
Liabilities$0
Net Assets$41,934

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $53,886Expenses 2011: $57,329Net Income 2011: -$3,4432011Revenue 2012: $44,136Expenses 2012: $48,112Net Income 2012: -$3,9762012Revenue 2013: $42,022Expenses 2013: $34,693Net Income 2013: $7,3292013Revenue 2014: $53,702Expenses 2014: $37,987Net Income 2014: $15,7152014Revenue 2015: $52,917Expenses 2015: $60,305Net Income 2015: -$7,3882015Revenue 2016: $43,665Expenses 2016: $39,752Net Income 2016: $3,9132016Revenue 2017: $51,433Expenses 2017: $42,248Net Income 2017: $9,1852017Revenue 2018: $47,691Expenses 2018: $43,705Net Income 2018: $3,9862018Revenue 2019: $54,583Expenses 2019: $55,274Net Income 2019: -$6912019Revenue 2020: $52,124Expenses 2020: $42,653Net Income 2020: $9,4712020Revenue 2021: $15,545Expenses 2021: $31,228Net Income 2021: -$15,6832021Revenue 2022: $43,704Expenses 2022: $50,839Net Income 2022: -$7,1352022Revenue 2023: $50,728Expenses 2023: $64,653Net Income 2023: -$13,9252023Revenue 2024: $67,102Expenses 2024: $68,218Net Income 2024: -$1,1162024

Highlighted filing

2024

Revenue$67,102
Expenses$68,218
Net Income-$1,116

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$67.1$68.2$1.12
2023Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$50.7$64.7$13.9
2022Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$43.7$50.8$7.14
2021Detailed filing. Detailed filing data is available for this year.$64.1$0.00$64.1$15.5$31.2$15.7
2020Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$52.1$42.7$9.47
2019Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$54.6$55.3$0.69
2018Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$47.7$43.7$3.99
2017Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$51.4$42.2$9.19
2016Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$43.7$39.8$3.91
2015Summary only. Only limited summary data is available for this year.$53.9$0.00$52.9$60.3$7.39
2014Summary only. Only limited summary data is available for this year.$61.3$0.00$53.7$38.0$15.7
2013Summary only. Only limited summary data is available for this year.$45.6$0.00$42.0$34.7$7.33
2012Summary only. Only limited summary data is available for this year.$38.3$0.00$44.1$48.1$3.98
2011Summary only. Only limited summary data is available for this year.$44.7$0.00$53.9$57.3$3.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 28, 2024
Return Version
2023v5.1
Gross Receipts
$88,925
Mission and Program Overview

Mission

To support teachers and students at Apex Elementary School.

Program Services

DescriptionGrantsExpenses
See attached schedule$0$35,928
Professional Development - The PTA provided funding to hire substituteteachers while the school teachers attended professional development conferences and training.$0$15,600
Curriculum Support - Each classroom teacher, as well as the special education teacher, received $150 towards classroom expenses, whilespecialists received $300. New teachers received an additional $25.$0$6,988
Technology - The PTA supported various technology initiatives includingthe purchase of a subscription to BrainPop.$0$6,938
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah MoorePresidentPT$0--
Kristina KillianTreasurerPT$0--
Katie RiccitielloSecretary / CommunicationsPT$0--
Joy Brunson-NsubugaVP - Family EngagementPT$0--
Miranda ArnoldVP - Community OutreachPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fairs$14,674$14,674$7,680$6,994
After Party$14,294$14,294$786$13,508
Total Events$28,968$28,968$9,435$19,533
Filing and Contact Details

Filer

Filer Name
Apex Elementary School PTA
EIN
56-1784983
Phone
9193872150
Address
700 Tingen Rd, Apex, NC 27502-2053

Signing Officer

Name
Kristen Burke
Title
Treasurer
Phone
9193872150
Signed
2024-10-28

Preparer

Firm
DONNA T D'ORAZIO CPA PLLC
Address
8311 Brier Creek Pkwy Ste 105-248, RALEIGH, NC 27617
Preparer
Donna T D'Orazio CPA PLLC
Phone
9192930459
Supplemental Narrative

Additional Explanations

Pt III, Line 31

See attached schedule

Form 990EZ, Part I, Line 8

Sales Tax Refund 1265.

Form 990EZ, Part I, Line 10

North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, ; State organization, 1006.

Form 990EZ, Part I, Line 16

After School Clubs 178.

Form 990EZ, Part I, Line 16

Cultural Arts 5004.

Form 990EZ, Part I, Line 16

Field Day 2110.

Form 990EZ, Part I, Line 16

5th Grade Graduation 605.

Form 990EZ, Part I, Line 16

Family Engagement 3040.

Form 990EZ, Part I, Line 16

Spring Fling 2445.

Form 990EZ, Part I, Line 16

Curriculum Support 6988.

Form 990EZ, Part I, Line 16

Awards 454.

Form 990EZ, Part I, Line 16

Instructional Support 6000.

Form 990EZ, Part I, Line 16

Library Books 4044.

Form 990EZ, Part I, Line 16

Positive Behavior 652.

Form 990EZ, Part I, Line 16

Staff Recognition 1652.

Form 990EZ, Part I, Line 16

Professional Development 15600.

Form 990EZ, Part I, Line 16

Teacher Staff Hospitality 3102.

Form 990EZ, Part I, Line 16

Technology 6938.

Form 990EZ, Part I, Line 16

Beginning Teachers Mentorship 301.

Form 990EZ, Part I, Line 16

5th Grade Picnic 1230.

Form 990EZ, Part I, Line 16

Girl Power Club 469.

Form 990EZ, Part I, Line 16

Teacher Grants 4642.

Form 990EZ, Part I, Line 16

AIM Insurance 400.

Form 990EZ, Part I, Line 16

Bookkeeping 362.

Form 990EZ, Part I, Line 16

Supplies 421.

Form 990EZ, Part I, Line 16

Tax Prep 425.

Form 990EZ, Part I, Line 16

Web Site Renewal 150.

Form 990EZ, Part II, Line 24

Sales Tax Refund Receivable 2750. 2718.

Raw XML Appendix264 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/TitleTxt2Secretary / Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - Family Engagement
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Professional Development - The PTA provided funding to hire substituteteachers while the school teachers attended professional development conferences and training.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Curriculum Support - Each classroom teacher, as well as the special education teacher, received $150 towards classroom expenses, whilespecialists received $300. New teachers received an additional $25.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Technology - The PTA supported various technology initiatives includingthe purchase of a subscription to BrainPop.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See attached schedule
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt335928
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt018896
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068218
IRS990EZ/TotalProgramServiceExpensesAmt065454
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://apexes.wcpss.net/PTA.htm
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Sales Tax Refund 2023: 1265.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043427
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0167361
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See attached schedule
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sales Tax Refund 1265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, ; State organization, 1006.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3After School Clubs 178.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Cultural Arts 5004.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Day 2110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt65th Grade Graduation 605.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Family Engagement 3040.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Spring Fling 2445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Curriculum Support 6988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Awards 454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Instructional Support 6000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Library Books 4044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Positive Behavior 652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Staff Recognition 1652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Professional Development 15600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Teacher Staff Hospitality 3102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Technology 6938.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Beginning Teachers Mentorship 301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt195th Grade Picnic 1230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Girl Power Club 469.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Teacher Grants 4642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22AIM Insurance 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Bookkeeping 362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Supplies 421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Tax Prep 425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Web Site Renewal 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Sales Tax Refund Receivable 2750. 2718.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen Burke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09193872150
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Apex Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0APEX
ReturnHeader/Filer/EIN0561784983
ReturnHeader/Filer/PhoneNum09193872150
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 Tingen Rd
ReturnHeader/Filer/USAddress/CityNm0Apex
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275022053
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300611700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONNA T D'ORAZIO CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08311 Brier Creek Pkwy Ste 105-248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027617
ReturnHeader/PreparerPersonGrp/PhoneNum09192930459
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna T D'Orazio CPA PLLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T12:15:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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