Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 56-1787326

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 19, 2015

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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

48th percentile

2.6%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$28,473

Up $3,139 (+12%) from 2014

Net Assets

Up

$28,473

Up $3,139 (+12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$122,266

Up $32,458 (+36%) from 2014

Expenses

Up

$119,127

Up $23,706 (+25%) from 2014

Net Income

Up

$3,139

Up $8,752 (+156%) from 2014

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

2015

Assets$28,473
Liabilities$0
Net Assets$28,473

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

2015

Revenue$122,266
Expenses$119,127
Net Income$3,139
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 19, 2015
Return Version
2014v5.0
Gross Receipts
$122,266
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-$61,101
TEACHER AND STUDENT ASSISTANCE PROGRAMS TO HELP ALL TEACHERS AND STUDENTS AT THE SCHOOL--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY MCDONALDPresidentPT$0--
TINA SAIBVice PresidePT$0--
AMY CRAWFORDSecretaryPT$0--
JULIE SWAINTreasurerPT$0--
LYNN LANUCCIVP CommunicaPT$0--
LAURA STANZIALEFundraisingPT$0--
REBECCA SHREVEProgramsPT$0--
COLLEEN STREETMANHospitalityPT$0--
BETH GRACEYVolunteer CoPT$0--
ALISON NANIBookkeeperPT$0--
AMY BROWNMembershipPT$0--
HEATHER WESTRoom Mom/PriPT$0--
COREEN LEVYTeacher LiasPT$0--
ARI COHEN5Principle-$0--
Filing and Contact Details

Filer

Filer Name
Leesville Road Elementary School P
EIN
56-1787326
Phone
9193418154
Address
8401 LEESVILLE ROAD, RALEIGH, NC 27613

Signing Officer

Name
Julie Swain
Title
Treasurer
Phone
9193418154
Signed
2015-08-19
Discuss with paid preparer
Yes

Preparer

Firm
MICHAM & MCSWAIN CPA'S PLLC
Address
314 W MILLBROOK RD SUITE 001, RALEIGH, NC 27609-4380
Preparer
Jonathan Alan Mcswain CPA
Phone
9198462640
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Fundraising revenue 107,705 donations 13,263 total 120,968

Form 990-ez, Part I, Line 16

Expenses operating expenses 6,539 student support 49,484 teacher support 11,617 fundraising expenses 51,487 total 119,127

Form 990-ez, Part III, Line 31

Teacher and student assistance programs to help all teachers and students at the school

Raw XML Appendix178 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/PhoneNum09197201944
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08401 LEESVILLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027613
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IRS990EZ/GroupExemptionNum08535
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TINA SAIB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE SWAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYNN LANUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA STANZIALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6REBECCA SHREVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COLLEEN STREETMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BETH GRACEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALISON NANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AMY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HEATHER WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12COREEN LEVY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13ARI COHEN5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOOKKEEPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ROOM MOM/PRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12TEACHER LIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13PRINCIPLE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0119127
IRS990EZ/OtherRevenueTotalAmt0120968
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA STUDENT SUPPORT ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER AND STUDENT ASSISTANCE PROGRAMS TO HELP ALL TEACHERS AND STUDENTS AT THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER AND STUDENT ASSISTANCE PROGRAMS TO HELP ALL TEACHERS AND STUDENTS AT THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061101
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119127
IRS990EZ/TotalProgramServiceExpensesAmt061101
IRS990EZ/TotalRevenueAmt0122266
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561137759
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0122266
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LEESVILLE ROAD ELEMENTARY SCHHOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0LEESVILLE ROAD ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0122266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING REVENUE 107,705 DONATIONS 13,263 TOTAL 120,968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OPERATING EXPENSES 6,539 STUDENT SUPPORT 49,484 TEACHER SUPPORT 11,617 FUNDRAISING EXPENSES 51,487 TOTAL 119,127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER AND STUDENT ASSISTANCE PROGRAMS TO HELP ALL TEACHERS AND STUDENTS AT THE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE SWAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09193418154
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEESVILLE ROAD ELEMENTARY SCHOOL P
ReturnHeader/Filer/BusinessNameControlTxt0LEES
ReturnHeader/Filer/EIN0561787326
ReturnHeader/Filer/PhoneNum09193418154
ReturnHeader/Filer/USAddress/AddressLine1Txt08401 LEESVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204280147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAM & MCSWAIN CPA'S PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 W MILLBROOK RD SUITE 001
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276094380
ReturnHeader/PreparerPersonGrp/PhoneNum09198462640
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN ALAN MCSWAIN CPA
ReturnHeader/ReturnTs02015-09-15T10:34:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings