Civic Intelligence

Pleasant Union Elementary School PTA

990EZ • Fiscal year 2015 • EIN 56-1787682

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 17, 2015

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,788

Up $7,249 (+34%) from 2014

Net Assets

Up

$28,788

Up $7,249 (+34%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Down

$39,012

Down $284 (-0.7%) from 2014

Expenses

Down

$31,763

Down $8,195 (-21%) from 2014

Net Income

Up

$7,249

Up $7,911 (+1195%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2015

Assets$28,788
Liabilities$0
Net Assets$28,788
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$39,012
Expenses$31,763
Net Income$7,249
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$102,230
Mission and Program Overview

Mission

Supporting of a public institution

Program Services

DescriptionGrantsExpenses
TEACHER & STUDENT ASSISTANCE PROGRAMS-$29,676
TEACHER & STUDENT ASSISTANCE PROGRAMS--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE ADAMSSecretary-$0--
HEATHER S WILSONTreasurer-$0--
TESSA FREERPresident-$0--
RICK CHILDSVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$95,324$95,324$58,721$36,603
Total Events$95,324$95,324$58,721$36,603
Filing and Contact Details

Filer

Filer Name
Pleasant Union Elementary Pta
EIN
56-1787682
Address
1900 PLEASANT UNION CHURCH ROAD, RALEIGH, NC 27614

Signing Officer

Name
Heather Wilson
Title
Treasurer
Signed
2015-08-17

Preparer

Firm
Hollingsworth Avent Averre & Purvis Pa
Address
300 W MILLBROOK RD, RALEIGH, NC 27609-4399
Preparer
Tina R Purvis CPA
Phone
9198484100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses field trip schlorshop fun 5,256 contigency 3,380 computer tech 5,869 grant to school 2,500 guidance 454 hospitality 497 art dept supplies 499 music dept. Supplies 264 physical education equip 598 principal's discretion 1,241 teacher supplements 6,343 staff development 2,290 administration 1,587 field day 325 miscellaneous 160 total 31,263”

Form 990-ez, Part III, Line 31

“Teacher & student assistance programs”

Raw XML Appendix152 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/PersonNm0HEATHER WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09198191132
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02301 MOUNT VERNON CHURCH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021539
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt04497
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07249
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt095324
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01283
IRS990EZ/GrossReceiptsAmt0102230
IRS990EZ/GrossSalesOfInventoryAmt05780
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0186
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0940
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021539
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028788
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021539
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028788
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELE ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER S WILSON
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/OtherExpensesTotalAmt031263
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/ProgramServiceExpensesAmt029676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt058721
IRS990EZ/SpecialEventsNetIncomeLossAmt036603
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031763
IRS990EZ/TotalProgramServiceExpensesAmt029676
IRS990EZ/TotalRevenueAmt039012
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DIRECT SUPPORTED PROVIDED TO PLEASANT UNION ELEMENTARY SCHOOL BY POVIDING TEACHER AND STUDENT ASSISTANT PROGRAMS WHICH LESSENED THE FINANCIAL BURDEN FOR TEACHERS AND STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561137759
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt029676
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PLEASANT UNION ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0PLEASANT UNION ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt029676
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058721
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt095324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095324
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058721
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIP SCHLORSHOP FUN 5,256 CONTIGENCY 3,380 COMPUTER TECH 5,869 GRANT TO SCHOOL 2,500 GUIDANCE 454 HOSPITALITY 497 ART DEPT SUPPLIES 499 MUSIC DEPT. SUPPLIES 264 PHYSICAL EDUCATION EQUIP 598 PRINCIPAL'S DISCRETION 1,241 TEACHER SUPPLEMENTS 6,343 STAFF DEVELOPMENT 2,290 ADMINISTRATION 1,587 FIELD DAY 325 MISCELLANEOUS 160 TOTAL 31,263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER & STUDENT ASSISTANCE PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANT UNION ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0561787682
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 PLEASANT UNION CHURCH ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562119415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLLINGSWORTH AVENT AVERRE & PURVIS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W MILLBROOK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276094399
ReturnHeader/PreparerPersonGrp/PhoneNum09198484100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA R PURVIS CPA
ReturnHeader/ReturnTs02015-08-25T06:51:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,788
Liabilities
$0
Net assets
$28,788
Revenue
$39,012
Expenses
$31,763
Net income
$7,249
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