Civic Intelligence

Pleasant Union Elementary School PTA

990EZ • Fiscal year 2016 • EIN 56-1787682

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 19, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

6.1%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

9.3%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$30,556

Up $1,768 (+6.1%) from 2015

Net Assets

Up

$30,556

Up $1,768 (+6.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Up

$42,622

Up $3,610 (+9.3%) from 2015

Expenses

Up

$40,854

Up $9,091 (+29%) from 2015

Net Income

Down

$1,768

Down $5,481 (-76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2016

Assets$30,556
Liabilities$0
Net Assets$30,556
Open 2016 Filing

Operations Trend

Revenue Growth62nd 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

2016

Revenue$42,622
Expenses$40,854
Net Income$1,768
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 19, 2016
Return Version
2015v2.1
Gross Receipts
$118,156
Mission and Program Overview

Mission

Supporting of a public institution

Program Services

DescriptionGrantsExpenses
TEACHER & STUDENT ASSISTANCE PROGRAMS-$37,862
TEACHER & STUDENT ASSISTANCE PROGRAMS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEG CAPELVice Preside-$0--
HEATHER S WILSONDisbursement-$0--
SUSAN GOWLANDVice Preside-$0--
RICK CHILDSPresident-$0--
JANICE PAGEDeposit Tres-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$108,510$108,510$69,765$38,745
Total Events$108,510$108,510$69,765$38,745
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 S Wilson
Title
Disbursement Treas
Signed
2016-09-19

Preparer

Firm
Hollingsworth Avent Averre & Purvis Pa
Address
300 W MILLBROOK RD, RALEIGH, NC 27609-4306
Preparer
Tina R Purvis CPA
Phone
9198484100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses field trip schlorshop fun 8,719 contingency 2,924 computer tech 6,782 5th grade graduation 1,851 grant to school 2,500 guidance 436 hospitality 632 art dept supplies 505 music dept. Supplies 386 physical education 1,183 aig dept supplies 759 principal's discretion 1,546 teacher supplements 7,508 staff development 1,399 administration 1,592 field day 229 miscellaneous 503 total 39,454”

Form 990-ez, Part III, Line 31

“Teacher & student assistance programs”

Raw XML Appendix157 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/PersonNm0HEATHER WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09198191132
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01900 PLEASANT UNION CHURCH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028788
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030556
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt05769
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01768
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028788
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030556
IRS990EZ/FundraisingGrossIncomeAmt0108510
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02438
IRS990EZ/GrossReceiptsAmt0118156
IRS990EZ/GrossSalesOfInventoryAmt08207
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0208
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01231
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028788
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028788
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEG CAPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER S WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN GOWLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICK CHILDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANICE PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISBURSEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DEPOSIT TRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039454
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/ProgramServiceExpensesAmt037862
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt069765
IRS990EZ/SpecialEventsNetIncomeLossAmt038745
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040854
IRS990EZ/TotalProgramServiceExpensesAmt037862
IRS990EZ/TotalRevenueAmt042622
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561137759
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt037862
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PLEASANT UNION ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0PLEASANT UNION ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt037862
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069765
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0108510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0108510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0108510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0108510
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038745
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt069765
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt069765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIP SCHLORSHOP FUN 8,719 CONTINGENCY 2,924 COMPUTER TECH 6,782 5TH GRADE GRADUATION 1,851 GRANT TO SCHOOL 2,500 GUIDANCE 436 HOSPITALITY 632 ART DEPT SUPPLIES 505 MUSIC DEPT. SUPPLIES 386 PHYSICAL EDUCATION 1,183 AIG DEPT SUPPLIES 759 PRINCIPAL'S DISCRETION 1,546 TEACHER SUPPLEMENTS 7,508 STAFF DEVELOPMENT 1,399 ADMINISTRATION 1,592 FIELD DAY 229 MISCELLANEOUS 503 TOTAL 39,454
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER S WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISBURSEMENT TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-19
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/ZIPCd0276094306
ReturnHeader/PreparerPersonGrp/PhoneNum09198484100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA R PURVIS CPA
ReturnHeader/ReturnTs02016-09-23T09:57:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,556
Liabilities
$0
Net assets
$30,556
Revenue
$42,622
Expenses
$40,854
Net income
$1,768
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