Civic Intelligence

Pleasant Union Elementary School PTA

990EZ • Fiscal year 2017 • EIN 56-1787682

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 21, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

29th percentile

-5.7%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$29,005

Down $1,551 (-5.1%) from 2016

Net Assets

Down

$29,005

Down $1,551 (-5.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin29th percentile

Revenue

Down

$27,107

Down $15,515 (-36%) from 2016

Expenses

Down

$28,658

Down $12,196 (-30%) from 2016

Net Income

Down

-$1,551

Down $3,319 (-188%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$29,005
Liabilities$0
Net Assets$29,005
Open 2017 Filing

Operations Trend

Revenue Growth14th 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

2017

Revenue$27,107
Expenses$28,658
Net Income-$1,551
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$115,454
Mission and Program Overview

Mission

Supporting of a public institution

Program Services

DescriptionGrantsExpenses
TEACHER & STUDENT ASSISTANCE PROGRAMS-$26,417
TEACHER & STUDENT ASSISTANCE PROGRAMS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEG CAPELVice Preside-$0--
HEATHER S WILSONDep Treas/Pr-$0--
RICK CHILDSPresident-$0--
DAWN GOODWINDisbursement-$0--
JENNIFER FINNELLSecretary, D-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$107,010$107,010$82,115$24,895
Total Events$107,010$107,010$82,115$24,895
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
Dep Treas/president
Signed
2017-09-21

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 schlrship fun 2,287 computer tech 6,475 5th grade graduation 810 grant to school 2,500 guidance 302 hospitality 430 art dept supplies 1,111 music dept. Supplies 261 physical education 1,196 aig dept supplies 120 principal's discretion 1,565 teacher supplements 6,824 staff development 1,600 administration 1,241 field day 583 miscellaneous 353 total 27,658”

Form 990-ez, Part III, Line 31

“Teacher & student assistance programs”

Raw XML Appendix159 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/BOYAmt030556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029005
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt06232
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1551
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030556
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029005
IRS990EZ/FundraisingGrossIncomeAmt0107010
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01050
IRS990EZ/GrossReceiptsAmt0115454
IRS990EZ/GrossSalesOfInventoryAmt07282
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt070
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01092
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030556
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029005
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030556
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029005
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/PersonNm2RICK CHILDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAWN GOODWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER FINNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DEP TREAS/PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DISBURSEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY, D
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027658
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/ProgramServiceExpensesAmt026417
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt082115
IRS990EZ/SpecialEventsNetIncomeLossAmt024895
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028658
IRS990EZ/TotalProgramServiceExpensesAmt026417
IRS990EZ/TotalRevenueAmt027107
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/SupportAmt026417
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PLEASANT UNION ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0PLEASANT UNION ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt026417
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt082115
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0107010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0107010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0107010
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024895
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt082115
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt082115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIP SCHLRSHIP FUN 2,287 COMPUTER TECH 6,475 5TH GRADE GRADUATION 810 GRANT TO SCHOOL 2,500 GUIDANCE 302 HOSPITALITY 430 ART DEPT SUPPLIES 1,111 MUSIC DEPT. SUPPLIES 261 PHYSICAL EDUCATION 1,196 AIG DEPT SUPPLIES 120 PRINCIPAL'S DISCRETION 1,565 TEACHER SUPPLEMENTS 6,824 STAFF DEVELOPMENT 1,600 ADMINISTRATION 1,241 FIELD DAY 583 MISCELLANEOUS 353 TOTAL 27,658
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/PersonTitleTxt0DEP TREAS/PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06FACA46AFD8C3867BC329ED3A1629213285C8DB3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06FACA46AFD8C3867BC329ED3A1629213285C8DB3
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/PreparationDt02017-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA R PURVIS CPA
ReturnHeader/ReturnTs02017-10-12T16:09:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,005
Liabilities
$0
Net assets
$29,005
Revenue
$27,107
Expenses
$28,658
Net income
-$1,551
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