Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2014 • EIN 56-1787326

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 15, 2014

8401 Leesville RoadRaleigh, NC 27613

(919) 341-8154

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$25,334

Down $5,613 (-18%) from 2013

Net Assets

Down

$25,334

Down $5,613 (-18%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$89,808

Down $39,535 (-31%) from 2013

Expenses

Down

$95,421

Down $31,762 (-25%) from 2013

Net Income

Down

-$5,613

Down $7,773 (-360%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $28,787Liabilities 2012: $02012Assets 2013: $30,947Liabilities 2013: $0Net Assets 2013: $30,9472013Assets 2014: $25,334Liabilities 2014: $0Net Assets 2014: $25,3342014Assets 2015: $28,473Liabilities 2015: $0Net Assets 2015: $28,4732015Assets 2016: $36,138Liabilities 2016: $0Net Assets 2016: $36,1382016Assets 2017: $31,068Liabilities 2017: $0Net Assets 2017: $31,0682017Assets 2018: $63,367Liabilities 2018: $0Net Assets 2018: $63,3672018Assets 2019: $53,326Liabilities 2019: $02019Assets 2020: $64,467Liabilities 2020: $02020Assets 2022: $30,532Liabilities 2022: $0Net Assets 2022: $30,5322022Assets 2023: $27,146Liabilities 2023: $0Net Assets 2023: $27,1462023Assets 2024: $20,003Liabilities 2024: $0Net Assets 2024: $20,0032024Assets 2025: $22,434Liabilities 2025: $0Net Assets 2025: $22,4342025

Highlighted filing

2014

Assets$25,334
Liabilities$0
Net Assets$25,334

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $94,834Expenses 2012: $85,831Net Income 2012: $9,0032012Revenue 2013: $129,343Expenses 2013: $127,183Net Income 2013: $2,1602013Revenue 2014: $89,808Expenses 2014: $95,421Net Income 2014: -$5,6132014Revenue 2015: $122,266Expenses 2015: $119,127Net Income 2015: $3,1392015Revenue 2016: $129,484Expenses 2016: $121,819Net Income 2016: $7,6652016Revenue 2017: $63,937Expenses 2017: $69,008Net Income 2017: -$5,0712017Revenue 2018: $92,061Expenses 2018: $59,762Net Income 2018: $32,2992018Revenue 2019: $102,340Expenses 2019: $112,381Net Income 2019: -$10,0412019Revenue 2020: $88,794Expenses 2020: $77,653Net Income 2020: $11,1412020Revenue 2022: $66,028Expenses 2022: $78,240Net Income 2022: -$12,2122022Revenue 2023: $72,519Expenses 2023: $75,905Net Income 2023: -$3,3862023Revenue 2024: $67,070Expenses 2024: $74,213Net Income 2024: -$7,1432024Revenue 2025: $60,965Expenses 2025: $58,534Net Income 2025: $2,4312025

Highlighted filing

2014

Revenue$89,808
Expenses$95,421
Net Income-$5,613
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 15, 2014
Return Version
2013v3.0
Gross Receipts
$89,808
Mission and Program Overview

Mission

Pta student support organization

Program Services

DescriptionGrantsExpenses
TEACHER AND STUDENT ASSISTANCE PROGRAMS TO HELP ALL TEACHERS AND STUDENTS AT THE SCHOOL$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY MCDONALDPresidentPT$0--
TINA SAIBExecutive Vice PresidentPT$0--
TONIA REEDTreasurerPT$0--
JULIE SWAINTreasurerPT$0--
AMY BROWNSecretaryPT$0--
ARI COHENPrinciplePT$0--
AMY CRAWFORDProgramsPT$0--
HOLLY CRUIKSHANKVice Pres. - HospitalityPT$0--
ALLISON NANIVice Pres. - HospitalityPT$0--
COREEN LEVYStaffPT$0--
MANDY PETERSVice Pres. - MembershipPT$0--
LIZ TAYLORBookeeperPT$0--
Filing and Contact Details

Filer

EIN
56-1787326
Phone
9193418154

Signing Officer

Name
Tonia Reed
Title
Treasurer
Phone
9193418154
Signed
2014-08-15
Discuss with paid preparer
Yes

Preparer

Preparer
Benjamin R Micham CPA CFP
Phone
9198462640
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST FROM SAVINGS. Amount: 3.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: FUNDRAISING INCOME. Amount: 83,133. Description: DONATIONS. Amount: 6,064. Total to Form 990-EZ, line 8: 89,197.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: OPERATING EXPENSES. Amount: 5,031. Description: STUDENT SUPPORT. Amount: 39,212. Description: TEACHER SUPPORT. Amount: 17,865. Description: FUNDRAISING EXPENSES. Amount: 33,313. Total to Form 990-EZ, line 16: 95,421.

Raw XML Appendix188 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09198704200
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IRS990EZ/BooksInCareOfDetail/USAddress/City0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027613
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY MCDONALD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LIZ TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRINCIPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRES. - HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRES. - HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9STAFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VICE PRES. - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOOKEEPER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt095421
IRS990EZ/OtherRevenueTotalAmt089197
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PTA STUDENT SUPPORT ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER AND STUDENT ASSISTANCE PROGRAMS TO HELP ALL TEACHERS AND STUDENTS AT THE SCHOOL
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561137759
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt089808
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LEESVILLE ROAD ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt089808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST FROM SAVINGS. Amount: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: FUNDRAISING INCOME. Amount: 83,133. Description: DONATIONS. Amount: 6,064. Total to Form 990-EZ, line 8: 89,197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: OPERATING EXPENSES. Amount: 5,031. Description: STUDENT SUPPORT. Amount: 39,212. Description: TEACHER SUPPORT. Amount: 17,865. Description: FUNDRAISING EXPENSES. Amount: 33,313. Total to Form 990-EZ, line 16: 95,421.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TONIA REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09193418154
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10LEESVILLE ROAD ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LEES
ReturnHeader/Filer/EIN0561787326
ReturnHeader/Filer/PhoneNum09193418154
ReturnHeader/Filer/USAddress/AddressLine108401 Leesville Road
ReturnHeader/Filer/USAddress/City0Raleigh
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204280147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Micham & McSwain CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10314 West Millbrook Road Suite 001
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027609
ReturnHeader/PreparerPersonGrp/PhoneNum09198462640
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin R Micham CPA CFP
ReturnHeader/ReturnTs02014-08-27T12:45:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings