Civic Intelligence

Oak Grove Elementary School PTA

EIN 56-1880604 • 501(c)3 • Raleigh, NC

Profile

To promote the welfare of children and youth in home, school, community, and place of worship.

10401 Penny RdRaleigh, NC 27606

oakgrove.memberhub.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

6.0%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

42nd percentile

-8.2%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$35,354

Up $6,398 (+22%) from 2024

Liabilities

Down

$0

Down $727 (-100%) from 2024

Net Assets

Up

$35,354

Up $7,125 (+25%) from 2024

Revenue

Up

$47,237

Up $412 (+0.9%) from 2024

Expenses

Down

$40,112

Down $9,230 (-19%) from 2024

Net Income

Up

$7,125

Up $9,642 (+383%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $21,349Liabilities 2011: $7232011Assets 2012: $17,367Net Assets 2012: $17,3672012Assets 2013: $22,723Liabilities 2013: $0Net Assets 2013: $22,7232013Assets 2014: $20,640Liabilities 2014: $0Net Assets 2014: $20,6402014Assets 2015: $16,653Liabilities 2015: $340Net Assets 2015: $16,3132015Assets 2016: $19,202Liabilities 2016: $3,670Net Assets 2016: $15,5322016Assets 2017: $40,676Liabilities 2017: $10,241Net Assets 2017: $30,4352017Assets 2018: $38,789Liabilities 2018: $1,167Net Assets 2018: $37,6222018Assets 2019: $33,937Liabilities 2019: $591Net Assets 2019: $33,3462019Assets 2020: $34,692Liabilities 2020: $652Net Assets 2020: $34,0402020Assets 2021: $21,546Liabilities 2021: $0Net Assets 2021: $21,5462021Assets 2022: $41,090Liabilities 2022: $727Net Assets 2022: $40,3632022Assets 2023: $31,473Liabilities 2023: $727Net Assets 2023: $30,7462023Assets 2024: $28,956Liabilities 2024: $727Net Assets 2024: $28,2292024Assets 2025: $35,354Liabilities 2025: $0Net Assets 2025: $35,3542025

Highlighted filing

2025

Assets$35,354
Liabilities$0
Net Assets$35,354

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $53,593Expenses 2011: $91,625Net Income 2011: -$38,0322011Revenue 2012: $53,758Expenses 2012: $57,017Net Income 2012: -$3,2592012Revenue 2013: $54,981Expenses 2013: $49,625Net Income 2013: $5,3562013Revenue 2014: $53,750Expenses 2014: $55,833Net Income 2014: -$2,0832014Revenue 2015: $45,264Expenses 2015: $49,301Net Income 2015: -$4,0372015Revenue 2016: $36,417Expenses 2016: $37,198Net Income 2016: -$7812016Revenue 2017: $87,598Expenses 2017: $72,695Net Income 2017: $14,9032017Revenue 2018: $72,396Expenses 2018: $65,209Net Income 2018: $7,1872018Revenue 2019: $64,306Expenses 2019: $68,582Net Income 2019: -$4,2762019Revenue 2020: $61,835Expenses 2020: $61,141Net Income 2020: $6942020Revenue 2021: $3,737Expenses 2021: $16,231Net Income 2021: -$12,4942021Revenue 2022: $56,857Expenses 2022: $38,040Net Income 2022: $18,8172022Revenue 2023: $56,021Expenses 2023: $65,638Net Income 2023: -$9,6172023Revenue 2024: $46,825Expenses 2024: $49,342Net Income 2024: -$2,5172024Revenue 2025: $47,237Expenses 2025: $40,112Net Income 2025: $7,1252025

Highlighted filing

2025

Revenue$47,237
Expenses$40,112
Net Income$7,125

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$47.2$40.1$7.13
2024Detailed filing. Detailed filing data is available for this year.$29.0$0.73$28.2$46.8$49.3$2.52
2023Detailed filing. Detailed filing data is available for this year.$31.5$0.73$30.7$56.0$65.6$9.62
2022Detailed filing. Detailed filing data is available for this year.$41.1$0.73$40.4$56.9$38.0$18.8
2021Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$3.74$16.2$12.5
2020Detailed filing. Detailed filing data is available for this year.$34.7$0.65$34.0$61.8$61.1$0.69
2019Detailed filing. Detailed filing data is available for this year.$33.9$0.59$33.3$64.3$68.6$4.28
2018Detailed filing. Detailed filing data is available for this year.$38.8$1.17$37.6$72.4$65.2$7.19
2017Detailed filing. Detailed filing data is available for this year.$40.7$10.2$30.4$87.6$72.7$14.9
2016Detailed filing. Detailed filing data is available for this year.$19.2$3.67$15.5$36.4$37.2$0.78
2015Detailed filing. Detailed filing data is available for this year.$16.7$0.34$16.3$45.3$49.3$4.04
2014Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$53.8$55.8$2.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.00$22.7$55.0$49.6$5.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$17.4$53.8$57.0$3.26
2011Summary only. Only limited summary data is available for this year.$21.3$0.72$53.6$91.6$38.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$56,758
Mission and Program Overview

Mission

Promote welfare of children in school

To promote the welfare of children and youth in home, school, community, and place of worship.

Program Services

DescriptionGrantsExpenses
See attached schedule$0$16,417
Buildings and Grounds - The PTA purchased several items to enhancethe schools activities and facilities, including two soccergoals and a water cooler for the teachers.$0$5,353
Technology - The PTA purchased digital subscriptions to educationalsoftware, including BrainPop and Pebblego.$0$5,085
Cultural Arts - The PTA contracted with the United Arts Council forseveral programs, including two Writers in Residence, and astoryteller performance attended by all students.$0$4,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie MaleyPresidentPT$0--
Emily DoyleTreasurerPT$0--
Caroline BellSecretary-$0--
Jaclyn LaughlinVice President-$0--
Filing and Contact Details

Filer

Filer Name
Oak Grove Elementary School PTA
EIN
56-1880604
Phone
9193874790
Address
10401 Penny Rd, Raleigh, NC 27606

Signing Officer

Name
Aimee Manso
Title
Treasurer
Phone
9193874790
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
DONNA T D'ORAZIO CPA PLLC
Address
8311 Brier Creek Pkwy Ste 105-248, RALEIGH, NC 27617
Preparer
Donna T D'Orazio CPA PLLC
Phone
9192930459
Supplemental Narrative

Additional Explanations

Pt III, Line 31

See attached schedule

Form 990EZ, Part I, Line 8

Sales Tax Payable Write-Off 727.

Form 990EZ, Part I, Line 10

North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, ; State organization, 937.

Form 990EZ, Part I, Line 16

Art Night 500.

Form 990EZ, Part I, Line 16

Fall Festival 962.

Form 990EZ, Part I, Line 16

Free Event/Movie Night 358.

Form 990EZ, Part I, Line 16

Glow Party 711.

Form 990EZ, Part I, Line 16

Science Fair 789.

Form 990EZ, Part I, Line 16

5th Grade Legacy Project 20.

Form 990EZ, Part I, Line 16

Building and Grounds 5353.

Form 990EZ, Part I, Line 16

Clubs 205.

Form 990EZ, Part I, Line 16

Cultural Arts 4600.

Form 990EZ, Part I, Line 16

Friends of the Otter Fund 398.

Form 990EZ, Part I, Line 16

5th Grade Graduation 217.

Form 990EZ, Part I, Line 16

Staff Appreciation 4577.

Form 990EZ, Part I, Line 16

Teacher Grants 3818.

Form 990EZ, Part I, Line 16

Teacher Training 1495.

Form 990EZ, Part I, Line 16

Presidents Discretionary 954.

Form 990EZ, Part I, Line 16

Principals Discretionary 1413.

Form 990EZ, Part I, Line 16

Technology 5085.

Form 990EZ, Part I, Line 16

Operations/Administrative 2005.

Form 990EZ, Part I, Line 16

Big Splash 5715.

Form 990EZ, Part II, Line 24

Sales Tax Refund Receivable 978. 1679.

Form 990EZ, Part II, Line 26

Due to NCDOR 727. 0.

Raw XML Appendix232 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.

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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Technology - The PTA purchased digital subscriptions to educationalsoftware, including BrainPop and Pebblego.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See attached schedule
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See attached schedule
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sales Tax Payable Write-Off 727.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, ; State organization, 937.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Art Night 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fall Festival 962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Free Event/Movie Night 358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Glow Party 711.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Science Fair 789.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt85th Grade Legacy Project 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Building and Grounds 5353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Clubs 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Cultural Arts 4600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Friends of the Otter Fund 398.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt135th Grade Graduation 217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Staff Appreciation 4577.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Teacher Grants 3818.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Teacher Training 1495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Presidents Discretionary 954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Principals Discretionary 1413.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Technology 5085.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Operations/Administrative 2005.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Big Splash 5715.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09193874790
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
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ReturnHeader/Filer/EIN0561880604
ReturnHeader/Filer/PhoneNum09193874790
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027606
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300611700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONNA T D'ORAZIO CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08311 Brier Creek Pkwy Ste 105-248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027617
ReturnHeader/PreparerPersonGrp/PhoneNum09192930459
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna T D'Orazio CPA PLLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-05T10:34:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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