Civic Intelligence

Pleasant Union Elementary School PTA

990EZ • Fiscal year 2014 • EIN 56-1787682

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 18, 2014

Organization ProfileN/A
1900 Pleasant Union Church RoadRaleigh, NC 27614

(919) 819-1132

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.

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

Liabilities / Revenue

55th 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

36th percentile

-1.7%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% 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

39th percentile

-3.0%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$21,539

Down $662 (-3.0%) from 2013

Net Assets

$21,539

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin36th percentile

Revenue

Up

$39,296

Up $10,787 (+38%) from 2013

Expenses

Up

$39,958

Up $13,352 (+50%) from 2013

Net Income

Down

-$662

Down $2,565 (-135%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$60K$40K$20K$0Assets 2012: $20,298Liabilities 2012: $02012Assets 2013: $22,201Liabilities 2013: $02013Assets 2014: $21,539Liabilities 2014: $0Net Assets 2014: $21,5392014Assets 2015: $28,788Liabilities 2015: $0Net Assets 2015: $28,7882015Assets 2016: $30,556Liabilities 2016: $0Net Assets 2016: $30,5562016Assets 2017: $29,005Liabilities 2017: $0Net Assets 2017: $29,0052017Assets 2018: $30,934Liabilities 2018: $0Net Assets 2018: $30,9342018Assets 2019: $34,288Liabilities 2019: $0Net Assets 2019: $34,2882019Assets 2020: $31,229Liabilities 2020: $02020Assets 2021: $34,773Liabilities 2021: $0Net Assets 2021: $34,7732021Assets 2022: $40,135Liabilities 2022: $0Net Assets 2022: $40,1352022Assets 2023: $40,608Liabilities 2023: $0Net Assets 2023: $40,6082023Assets 2024: $56,183Liabilities 2024: $0Net Assets 2024: $56,1832024Assets 2025: $42,921Liabilities 2025: $0Net Assets 2025: $42,9212025

Highlighted filing

2014

Assets$21,539
Liabilities$0
Net Assets$21,539
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2012: $26,557Expenses 2012: $27,153Net Income 2012: -$5962012Revenue 2013: $28,509Expenses 2013: $26,606Net Income 2013: $1,9032013Revenue 2014: $39,296Expenses 2014: $39,958Net Income 2014: -$6622014Revenue 2015: $39,012Expenses 2015: $31,763Net Income 2015: $7,2492015Revenue 2016: $42,622Expenses 2016: $40,854Net Income 2016: $1,7682016Revenue 2017: $27,107Expenses 2017: $28,658Net Income 2017: -$1,5512017Revenue 2018: $45,816Expenses 2018: $43,887Net Income 2018: $1,9292018Revenue 2019: $39,790Expenses 2019: $36,436Net Income 2019: $3,3542019Revenue 2020: $46,728Expenses 2020: $48,995Net Income 2020: -$2,2672020Revenue 2021: $25,366Expenses 2021: $21,822Net Income 2021: $3,5442021Revenue 2022: $40,567Expenses 2022: $35,205Net Income 2022: $5,3622022Revenue 2023: $51,679Expenses 2023: $51,206Net Income 2023: $4732023Revenue 2024: $59,794Expenses 2024: $44,219Net Income 2024: $15,5752024Revenue 2025: $56,842Expenses 2025: $70,104Net Income 2025: -$13,2622025

Highlighted filing

2014

Revenue$39,296
Expenses$39,958
Net Income-$662
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 18, 2014
Return Version
2013v3.1
Gross Receipts
$112,213
Mission and Program Overview

Mission

Supporting of a public institution

Program Services

DescriptionGrantsExpenses
TEACHER & STUDENT ASSISTANCE PROGRAMS-$36,525
TEACHER & STUDENT ASSISTANCE PROGRAMS--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE ADAMSSecretary-$0--
VICTOR CHENTreasurer-$0--
TESSA FREERPresident-$0--
RICK CHILDSVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$103,245$103,245$67,082$36,163
Total Events$103,245$103,245$67,082$36,163
Filing and Contact Details

Filer

EIN
56-1787682

Signing Officer

Name
Heather Wilson
Title
Treasurer
Signed
2014-08-18

Preparer

Preparer
Tina R Purvis
Phone
9198484100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 400 total 400”

Form 990-ez, Part I, Line 16

“Expenses printing 143 awards and recognition 205 sunshine 403 field trip schlorshop fun 632 contigency 9,093 computer tech 8,967 earth day 13 grant to school 4,000 guidance 651 hospitality 372 art dept supplies 500 music dept. Supplies 540 physical education equip 600 principal's discretion 1,144 pta councils and conventi 50 teacher supplements 5,208 staff development 1,389 administration 640 safety patrol equipment 492 5th grade graduation 2,084 field day 232 total 37,358”

Form 990-ez, Part III, Line 31

“Teacher & student assistance programs”

Raw XML Appendix140 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MICHELE ADAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm1VICTOR CHEN
CompensationExplanation/CompensationExplanationGrp/PersonNm2TESSA FREER
CompensationExplanation/CompensationExplanationGrp/PersonNm3RICK CHILDS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HEATHER WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09198191132
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102301 MOUNT VERNON CHURCH RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022201
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021539
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt05835
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-662
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022201
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021539
IRS990EZ/FundraisingGrossIncomeAmt0103245
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01320
IRS990EZ/GrossReceiptsAmt0112213
IRS990EZ/GrossSalesOfInventoryAmt07155
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0227
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01186
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022201
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021539
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022201
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021539
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELE ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTOR CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TESSA FREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICK CHILDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037358
IRS990EZ/OtherRevenueTotalAmt0400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTING OF A PUBLIC INSTITUTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER & STUDENT ASSISTANCE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER & STUDENT ASSISTANCE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt067082
IRS990EZ/SpecialEventsNetIncomeLossAmt036163
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039958
IRS990EZ/TotalProgramServiceExpensesAmt036525
IRS990EZ/TotalRevenueAmt039296
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561137759
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt036525
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10PLEASANT UNION ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20PLEASANT UNION ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt036525
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt067082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0103245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0103245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0103245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0103245
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036163
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt067082
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt067082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 400 TOTAL 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PRINTING 143 AWARDS AND RECOGNITION 205 SUNSHINE 403 FIELD TRIP SCHLORSHOP FUN 632 CONTIGENCY 9,093 COMPUTER TECH 8,967 EARTH DAY 13 GRANT TO SCHOOL 4,000 GUIDANCE 651 HOSPITALITY 372 ART DEPT SUPPLIES 500 MUSIC DEPT. SUPPLIES 540 PHYSICAL EDUCATION EQUIP 600 PRINCIPAL'S DISCRETION 1,144 PTA COUNCILS AND CONVENTI 50 TEACHER SUPPLEMENTS 5,208 STAFF DEVELOPMENT 1,389 ADMINISTRATION 640 SAFETY PATROL EQUIPMENT 492 5TH GRADE GRADUATION 2,084 FIELD DAY 232 TOTAL 37,358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER & STUDENT ASSISTANCE PROGRAMS
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
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10PLEASANT UNION ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0561787682
ReturnHeader/Filer/USAddress/AddressLine101900 PLEASANT UNION CHURCH ROAD
ReturnHeader/Filer/USAddress/City0RALEIGH
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562119415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOLLINGSWORTH AVENT AVERRE & PURVIS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 W MILLBROOK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0276094382
ReturnHeader/PreparerPersonGrp/PhoneNum09198484100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA R PURVIS
ReturnHeader/ReturnTs02014-08-18T14:55:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,539
Liabilities
$0
Net assets
$21,539
Revenue
$39,296
Expenses
$39,958
Net income
-$662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$56.8$70.1$13.3
2024Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$59.8$44.2$15.6
2023Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$51.7$51.2$0.47
2022Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$40.6$35.2$5.36
2021Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$25.4$21.8$3.54
2020Summary only. Only limited summary data is available for this year.$31.2$0.00$46.7$49.0$2.27
2019Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$39.8$36.4$3.35
2018Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$45.8$43.9$1.93
2017Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$27.1$28.7$1.55
2016Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$42.6$40.9$1.77
2015Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$39.0$31.8$7.25
2014Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$39.3$40.0$0.66
2013Summary only. Only limited summary data is available for this year.$22.2$0.00$28.5$26.6$1.90
2012Summary only. Only limited summary data is available for this year.$20.3$0.00$26.6$27.2$0.60