Civic Intelligence

PTA North Carolina Congress

990 • Fiscal year 2014 • EIN 56-1926033

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

305 Legault DriveCary, NC 27513

(919) 845-6649

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

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

Asset Growth

18th percentile

-23%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Assets

Down

$18,971

Down $5,792 (-23%) from 2013

Net Assets

$18,971

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$0

Down $61,979 (-100%) from 2013

Expenses

Down

$0

Down $75,200 (-100%) from 2013

Net Income

Up

$0

Up $13,221 (+100%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $12,017Liabilities 2010: $02010Assets 2011: $20,929Liabilities 2011: $02011Assets 2012: $37,984Liabilities 2012: $02012Assets 2013: $24,763Liabilities 2013: $02013Assets 2014: $18,971Liabilities 2014: $0Net Assets 2014: $18,9712014Assets 2015: $22,598Liabilities 2015: $02015Assets 2016: $49,384Liabilities 2016: $02016Assets 2017: $46,037Liabilities 2017: $02017Assets 2019: $50,033Liabilities 2019: $02019Assets 2020: $57,635Liabilities 2020: $02020Assets 2021: $61,225Liabilities 2021: $0Net Assets 2021: $61,2252021Assets 2022: $43,643Liabilities 2022: $0Net Assets 2022: $43,6432022Assets 2023: $63,114Liabilities 2023: $0Net Assets 2023: $63,1142023Assets 2024: $75,500Liabilities 2024: $0Net Assets 2024: $75,5002024Assets 2025: $36,524Liabilities 2025: $0Net Assets 2025: $36,5242025

Highlighted filing

2014

Assets$18,971
Liabilities$0
Net Assets$18,971

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $89,308Expenses 2010: $91,392Net Income 2010: -$2,0842010Revenue 2011: $130,236Expenses 2011: $121,324Net Income 2011: $8,9122011Revenue 2012: $95,877Expenses 2012: $94,338Net Income 2012: $1,5392012Revenue 2013: $61,979Expenses 2013: $75,200Net Income 2013: -$13,2212013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $43,618Expenses 2015: $40,134Net Income 2015: $3,4842015Revenue 2016: $67,776Expenses 2016: $40,990Net Income 2016: $26,7862016Revenue 2017: $56,923Expenses 2017: $60,270Net Income 2017: -$3,3472017Revenue 2019: $57,108Expenses 2019: $60,673Net Income 2019: -$3,5652019Revenue 2020: $42,386Expenses 2020: $34,784Net Income 2020: $7,6022020Revenue 2021: $17,313Expenses 2021: $13,723Net Income 2021: $3,5902021Revenue 2022: $59,795Expenses 2022: $41,708Net Income 2022: $18,0872022Revenue 2023: $69,678Expenses 2023: $50,207Net Income 2023: $19,4712023Revenue 2024: $46,695Expenses 2024: $34,667Net Income 2024: $12,0282024Revenue 2025: $31,850Expenses 2025: $33,245Net Income 2025: -$1,3952025

Highlighted filing

2014

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$0
Mission and Program Overview

Mission

Davis Drive Elementary PTA is organized to support and advocate on behalf of children in schools and the community, and before governmental bodies and other organizations that make decisions affecting children; and assist parents in developing the skills they need to raise and protect their children and the teachers and staff of Davis Drive Elementary School. Program activities include, but are not limited to, support for technology and curriculum development and teacher training, cultural arts programs, curriculum enhancement, and support for reading programs.

Statement of program service accomplishments and organization's primary exemt purpose: the davis drive elementary parent teacher association (pta) is organized to (1) support and speak on behalf of children and youth in the schools, in the community, and before governmental bodies and other organizations that make decisions affecting children, (2) assist parents in developing the skills they need to raise and protect their children, and (3) encourage parent and public involvement in the public schools of this nation. All program activities are for the benefit of the children and teachers of davis drive elementary school, in order that the children's education is the best it can be. Program activities include, but are not limited to: support for technology and curriculum development and teacher training, cultural arts programs, curriculum enhancementm and support for reading programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$24,643--
Cash and Non-Interest-Bearing Accounts$24,643$18,971▼ $5,672
Rtn Earn Endowment Incm Other Fnds-$18,971-
Total Assets$24,643$18,971▼ $5,672
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,643$18,971▼ $5,672
Total Liabilities and Net Assets / Fund Balance$24,643$18,971▼ $5,672
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sonal PatelPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
56-1926033
Phone
9198456649

Signing Officer

Name
Sonal Patel
Title
President
Phone
9198456649
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonal Patel
Formed
2005
Legal Domicile
Nc
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
50

Preparer

Preparer
W Allen Scazzero
Phone
9198456649
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Statement of program service accomplishments and organization's primary exemt purpose: the davis drive elementary parent teacher association (pta) is organized to (1) support and speak on behalf of children and youth in the schools, in the community, and before governmental bodies and other organizations that make decisions affecting children, (2) assist parents in developing the skills they need to raise and protect their children, and (3) encourage parent and public involvement in the public schools of this nation. All program activities are for the benefit of the children and teachers of davis drive elementary school, in order that the children's education is the best it can be. Program activities include, but are not limited to: support for technology and curriculum development and teacher training, cultural arts programs, curriculum enhancementm and support for reading programs.

Form 990, Page 1, Part I, Line 6

Statement of program service accomplishments and organization's primary exemt purpose: the davis drive elementary parent teacher association (pta) is organized to (1) support and speak on behalf of children and youth in the schools, in the community, and before governmental bodies and other organizations that make decisions affecting children, (2) assist parents in developing the skills they need to raise and protect their children, and (3) encourage parent and public involvement in the public schools of this nation. All program activities are for the benefit of the children and teachers of davis drive elementary school, in order that the children's education is the best it can be. Program activities include, but are not limited to: support for technology and curriculum development and teacher training, cultural arts programs, curriculum enhancementm and support for reading programs. Form 990ez 2012, part 3, line 31: describe program services using their relative expense amounts: dc here we come 5th grade field trip - 15,514 teacher and staff professional development - 1,980 cultural arts programs - 8,195 curriculum support & technology - 1,658 staff appreciation - 2,977 dolphin depot (school store) - 619 reading programs - 12,553 office supplies - 433 art by me - 4,450 insurance & ncpta dues - 3,136 fund raisers: 4,336 health & wellness - 1,226

Form 990, Page 2, Part III, Line 4A

Support for technology and curriculum development and teacher training, cultural arts programs, curriculum enhancementm and support for reading programs.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS AND ORGANIZATION'S PRIMARY EXEMT PURPOSE: THE DAVIS DRIVE ELEMENTARY PARENT TEACHER ASSOCIATION (PTA) IS ORGANIZED TO (1) SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY, AND BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN, (2) ASSIST PARENTS IN DEVELOPING THE SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN, AND (3) ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OF THIS NATION. ALL PROGRAM ACTIVITIES ARE FOR THE BENEFIT OF THE CHILDREN AND TEACHERS OF DAVIS DRIVE ELEMENTARY SCHOOL, IN ORDER THAT THE CHILDREN'S EDUCATION IS THE BEST IT CAN BE. PROGRAM ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO: SUPPORT FOR TECHNOLOGY AND CURRICULUM DEVELOPMENT AND TEACHER TRAINING, CULTURAL ARTS PROGRAMS, CURRICULUM ENHANCEMENTM AND SUPPORT FOR READING PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS AND ORGANIZATION'S PRIMARY EXEMT PURPOSE: THE DAVIS DRIVE ELEMENTARY PARENT TEACHER ASSOCIATION (PTA) IS ORGANIZED TO (1) SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY, AND BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN, (2) ASSIST PARENTS IN DEVELOPING THE SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN, AND (3) ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OF THIS NATION. ALL PROGRAM ACTIVITIES ARE FOR THE BENEFIT OF THE CHILDREN AND TEACHERS OF DAVIS DRIVE ELEMENTARY SCHOOL, IN ORDER THAT THE CHILDREN'S EDUCATION IS THE BEST IT CAN BE. PROGRAM ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO: SUPPORT FOR TECHNOLOGY AND CURRICULUM DEVELOPMENT AND TEACHER TRAINING, CULTURAL ARTS PROGRAMS, CURRICULUM ENHANCEMENTM AND SUPPORT FOR READING PROGRAMS. FORM 990EZ 2012, PART 3, LINE 31: DESCRIBE PROGRAM SERVICES USING THEIR RELATIVE EXPENSE AMOUNTS: DC HERE WE COME 5TH GRADE FIELD TRIP - 15,514 TEACHER AND STAFF PROFESSIONAL DEVELOPMENT - 1,980 CULTURAL ARTS PROGRAMS - 8,195 CURRICULUM SUPPORT & TECHNOLOGY - 1,658 STAFF APPRECIATION - 2,977 DOLPHIN DEPOT (SCHOOL STORE) - 619 READING PROGRAMS - 12,553 OFFICE SUPPLIES - 433 ART BY ME - 4,450 INSURANCE & NCPTA DUES - 3,136 FUND RAISERS: 4,336 HEALTH & WELLNESS - 1,226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT FOR TECHNOLOGY AND CURRICULUM DEVELOPMENT AND TEACHER TRAINING, CULTURAL ARTS PROGRAMS, CURRICULUM ENHANCEMENTM AND SUPPORT FOR READING PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0SONAL PATEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198456649
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10DAVIS DRIVE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0561926033
ReturnHeader/Filer/PhoneNum09198456649
ReturnHeader/Filer/USAddress/AddressLine10305 LEGAULT DRIVE
ReturnHeader/Filer/USAddress/City0CARY
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027513
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561745554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10W ALLEN SCAZZERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105720 SIX FORKS RD STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027609
ReturnHeader/PreparerPersonGrp/PhoneNum09198456649
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W ALLEN SCAZZERO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-08T10:56:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.32$0.33$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.47$0.35$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.70$0.50$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.60$0.42$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.17$0.14$0.04
2020Summary only. Only limited summary data is available for this year.$0.58$0.00$0.42$0.35$0.08
2019Summary only. Only limited summary data is available for this year.$0.50$0.00$0.57$0.61$0.04
2017Summary only. Only limited summary data is available for this year.$0.46$0.00$0.57$0.60$0.03
2016Summary only. Only limited summary data is available for this year.$0.49$0.00$0.68$0.41$0.27
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$0.44$0.40$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.62$0.75$0.13
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.96$0.94$0.02
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$1.30$1.21$0.09
2010Summary only. Only limited summary data is available for this year.$0.12$0.00$0.89$0.91$0.02