Civic Intelligence

Southeast Middle School Ptsa

990EZ • Fiscal year 2016 • EIN 56-2096040

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 08, 2016

Organization Profile
1200 Old Salem RoadKernersville, NC 27284

(336) 996-5848

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

83rd percentile

27%

Higher net margin than 83% 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

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$5,903

Up $2,035 (+53%) from 2015

Net Assets

$5,903

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin83rd percentile

Revenue

Up

$7,448

Up $3,333 (+81%) from 2015

Expenses

Up

$5,413

Up $1,385 (+34%) from 2015

Net Income

Up

$2,035

Up $1,948 (+2239%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$6.0K$4.0K$2.0K$0Assets 2012: $3,476Liabilities 2012: $02012Assets 2013: $3,451Liabilities 2013: $02013Assets 2014: $3,781Liabilities 2014: $02014Assets 2015: $3,868Liabilities 2015: $02015Assets 2016: $5,903Liabilities 2016: $0Net Assets 2016: $5,9032016Assets 2017: $3,679Liabilities 2017: $0Net Assets 2017: $3,6792017

Highlighted filing

2016

Assets$5,903
Liabilities$0
Net Assets$5,903
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2012: $16,038Expenses 2012: $15,347Net Income 2012: $6912012Revenue 2013: $5,528Expenses 2013: $5,563Net Income 2013: -$352013Revenue 2014: $7,251Expenses 2014: $6,921Net Income 2014: $3302014Revenue 2015: $4,115Expenses 2015: $4,028Net Income 2015: $872015Revenue 2016: $7,448Expenses 2016: $5,413Net Income 2016: $2,0352016Revenue 2017: $5,347Expenses 2017: $7,571Net Income 2017: -$2,2242017

Highlighted filing

2016

Revenue$7,448
Expenses$5,413
Net Income$2,035
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 8, 2016
Return Version
2015v2.1
Gross Receipts
$22,545
Mission and Program Overview

Mission

CHILD ENRICHMENT

Program Services

DescriptionGrantsExpenses
SCHOOL ENHANCEMENTS FOR IMPROVEMENTS & EDUCATIONAL ADVANCEMENTS$4,000-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARLA SPRAGUEPresident-$0--
ALLISON DEANSecretary-$0--
LISA KENNEDYTreasurer-$0--
TARA SANTIAGOVice President-$0--
Filing and Contact Details

Filer

Filer Name
Southeast Middle School Ptsa
EIN
56-2096040
Address
1200 OLD SALEM ROAD, KERNERSVILLE, NC 27284

Signing Officer

Name
Lisa Kennedy
Title
Treasurer
Phone
3364074592
Signed
2016-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Sam M Bradley CPA
Address
402 EAST MOUNTAIN ST, KERNERSVILLE, NC 27284
Preparer
Sam M Bradley
Phone
3369967148
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity school enhancements & beautification grantee southeast middle school street 1200 old salem rd city, state, zip kernersville, nc 27284amount 4,000”

Description of other expenses Part I line 16

“Description amountmembership & pta council dues 422insurance 330office supplies 76other 419”

Raw XML Appendix154 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/PersonNm0LISA KENNEDY
IRS990EZ/BooksInCareOfDetail/PhoneNum03369965848
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 OLD SALEM RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KERNERSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027284
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03868
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05903
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0923
IRS990EZ/CostOfGoodsSoldAmt03169
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02035
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt090
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03868
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05903
IRS990EZ/FundraisingGrossIncomeAmt014607
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03221
IRS990EZ/GrossReceiptsAmt022545
IRS990EZ/GrossSalesOfInventoryAmt06390
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0625
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03868
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05903
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03868
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05903
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARLA SPRAGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLISON DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TARA SANTIAGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01247
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ENRICHMENT
IRS990EZ/PrintingPublicationsPostageAmt076
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL ENHANCEMENTS FOR IMPROVEMENTS & EDUCATIONAL ADVANCEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011928
IRS990EZ/SpecialEventsNetIncomeLossAmt02679
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05413
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt07448
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050111
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0136070
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0141310
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023197
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051241
IRS990ScheduleA/Total509Grp/TotalAmt0141310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0141310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOOL ENHANCEMENTS & BEAUTIFICATION GRANTEE SOUTHEAST MIDDLE SCHOOL STREET 1200 OLD SALEM RD CITY, STATE, ZIP KERNERSVILLE, NC 27284AMOUNT 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEMBERSHIP & PTA COUNCIL DUES 422INSURANCE 330OFFICE SUPPLIES 76OTHER 419
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA KENNEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03364074592
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEAST MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0562096040
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 OLD SALEM ROAD
ReturnHeader/Filer/USAddress/CityNm0KERNERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027284
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561434133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAM M BRADLEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 EAST MOUNTAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KERNERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027284
ReturnHeader/PreparerPersonGrp/PhoneNum03369967148
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM M BRADLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-08T15:17:42-04:00
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
$5,903
Liabilities
$0
Net assets
$5,903
Revenue
$7,448
Expenses
$5,413
Net income
$2,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$5.35$7.57$2.22
2016Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$7.45$5.41$2.04
2015Summary only. Only limited summary data is available for this year.$3.87$0.00$4.12$4.03$0.09
2014Summary only. Only limited summary data is available for this year.$3.78$0.00$7.25$6.92$0.33
2013Summary only. Only limited summary data is available for this year.$3.45$0.00$5.53$5.56$0.04
2012Summary only. Only limited summary data is available for this year.$3.48$0.00$16.0$15.3$0.69