Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 56-1787326

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 10, 2018

Organization ProfileN/A
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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

91st percentile

104%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$63,367

Up $32,299 (+104%) from 2017

Net Assets

Up

$63,367

Up $32,299 (+104%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin86th percentile

Revenue

Up

$92,061

Up $28,124 (+44%) from 2017

Expenses

Down

$59,762

Down $9,246 (-13%) from 2017

Net Income

Up

$32,299

Up $37,370 (+737%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

2018

Assets$63,367
Liabilities$0
Net Assets$63,367
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

2018

Revenue$92,061
Expenses$59,762
Net Income$32,299
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 10, 2018
Return Version
2017v2.3
Gross Receipts
$124,944
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-$53,252
TEACHER AND STUDENT ASSISTANCE PROGRAMS TO HELP ALL TEACHERS AND STUDENTS AT THE SCHOOL--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN LANNUCCIPresidentPT$0--
WENDY TEETERVice PresidePT$0--
KAREN SAZANISecretary-$0--
LAUREN TRUSTMAN NOYESTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$117,149$117,149$32,883$84,266
Total Events$117,149$117,149$32,883$84,266
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
Jenny Kaulback
Title
Treasurer
Phone
9196969692
Signed
2018-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Micham & Mcswain Cpas 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 16

“Expenses student support 38,191 teacher support 15,061 operating expenses 6,510 total 59,762”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix154 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/PersonNm0JENNY KAULBACK
IRS990EZ/BooksInCareOfDetail/PhoneNum09193418154
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08401 LEESVILLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027613
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031068
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063367
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07795
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032299
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031068
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063367
IRS990EZ/FundraisingGrossIncomeAmt0117149
IRS990EZ/GrossReceiptsAmt0124944
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031068
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063367
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031068
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063367
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN LANNUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WENDY TEETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN SAZANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN TRUSTMAN NOYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059762
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/ProgramServiceExpensesAmt053252
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032883
IRS990EZ/SpecialEventsNetIncomeLossAmt084266
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059762
IRS990EZ/TotalProgramServiceExpensesAmt053252
IRS990EZ/TotalRevenueAmt092061
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561137759
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LEESVILLE ROAD ELEMENTARY SCHHOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0LEESVILLE ROAD ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032883
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0117149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0117149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0117149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0117149
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt084266
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032883
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STUDENT SUPPORT 38,191 TEACHER SUPPORT 15,061 OPERATING EXPENSES 6,510 TOTAL 59,762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER AND STUDENT ASSISTANCE PROGRAMS TO HELP ALL TEACHERS AND STUDENTS AT THE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY KAULBACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09196969692
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09473CEA0F3708A9245C605A0FB0A73FA85BC3AA8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId051F4CCF1BFFA474E899CD91E2ED38D9C310F735B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.61.86.142
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:12:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204280147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAM & MCSWAIN CPAS 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/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN ALAN MCSWAIN CPA
ReturnHeader/ReturnTs02018-11-15T11:12:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,367
Liabilities
$0
Net assets
$63,367
Revenue
$92,061
Expenses
$59,762
Net income
$32,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.61$0.59$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.67$0.74$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.73$0.76$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.66$0.78$0.12
2020Summary only. Only limited summary data is available for this year.$0.64$0.00$0.89$0.78$0.11
2019Summary only. Only limited summary data is available for this year.$0.53$0.00$1.02$1.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.92$0.60$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.64$0.69$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.29$1.22$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.22$1.19$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.90$0.95$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$1.29$1.27$0.02
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.95$0.86$0.09