Civic Intelligence

Adams Year-Round Elementary School PTA

EIN 56-2146024 • 501(c)3 • Cary, NC

Profile

Parent, Student, Teacher and School Support

805 Cary Towne BlvdCary, NC 27511

www.adamspta.org

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 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-60%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2019

Asset Growth

18th percentile

-49%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-18%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$18,861

Down $18,452 (-49%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin13th percentile

Revenue

Down

$30,811

Down $6,714 (-18%) from 2019

Expenses

Up

$49,263

Up $13,748 (+39%) from 2019

Net Income

Down

-$18,452

Down $20,462 (-1018%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$40K$30K$20K$10K$0Assets 2011: $8,322Liabilities 2011: $0Net Assets 2011: $8,3222011Assets 2012: $9,846Liabilities 2012: $0Net Assets 2012: $9,8462012Assets 2013: $18,601Liabilities 2013: $0Net Assets 2013: $18,6012013Assets 2014: $16,034Net Assets 2014: $16,0342014Assets 2015: $11,928Net Assets 2015: $11,9282015Assets 2016: $31,931Net Assets 2016: $31,9312016Assets 2017: $31,036Net Assets 2017: $31,0362017Assets 2018: $35,303Net Assets 2018: $35,3032018Assets 2019: $37,313Net Assets 2019: $37,3132019Assets 2020: $18,861Liabilities 2020: $02020

Highlighted filing

2020

Assets$18,861
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $31,968Expenses 2011: $35,770Net Income 2011: -$3,8022011Revenue 2012: $41,155Expenses 2012: $39,631Net Income 2012: $1,5242012Revenue 2013: $35,509Expenses 2013: $27,576Net Income 2013: $7,9332013Revenue 2014: $42,859Expenses 2014: $45,426Net Income 2014: -$2,5672014Revenue 2015: $36,722Expenses 2015: $40,828Net Income 2015: -$4,1062015Revenue 2016: $45,374Expenses 2016: $25,371Net Income 2016: $20,0032016Revenue 2017: $47,222Expenses 2017: $48,117Net Income 2017: -$8952017Revenue 2018: $40,386Expenses 2018: $36,119Net Income 2018: $4,2672018Revenue 2019: $37,525Expenses 2019: $35,515Net Income 2019: $2,0102019Revenue 2020: $30,811Expenses 2020: $49,263Net Income 2020: -$18,4522020

Highlighted filing

2020

Revenue$30,811
Expenses$49,263
Net Income-$18,452
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$18,861
Liabilities
$0
Net assets
-
Revenue
$30,811
Expenses
$49,263
Net income
-$18,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$18.9$0.00$30.8$49.3$18.5
2019Detailed filing. Detailed filing data is available for this year.$37.3$37.3$37.5$35.5$2.01
2018Detailed filing. Detailed filing data is available for this year.$35.3$35.3$40.4$36.1$4.27
2017Detailed filing. Detailed filing data is available for this year.$31.0$31.0$47.2$48.1$0.90
2016Detailed filing. Detailed filing data is available for this year.$31.9$31.9$45.4$25.4$20.0
2015Detailed filing. Detailed filing data is available for this year.$11.9$11.9$36.7$40.8$4.11
2014Detailed filing. Detailed filing data is available for this year.$16.0$16.0$42.9$45.4$2.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.00$18.6$35.5$27.6$7.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$0.00$9.85$41.2$39.6$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.32$0.00$8.32$32.0$35.8$3.80
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$54,304
Mission and Program Overview

Mission

Parent, Student, Teacher and School Support

Program Services

DescriptionGrantsExpenses
School Support-Supplies, repairs, educational games, decorations,paving, garden maintenance and technologyBenefits 70 teachers and staff, 600 students$0$25,130
See detail$0$3,942
Teacher Mini-Grants - Certified teachers provided up to $100 each for classroomsupplies & additional curriculum materials not funded through the school systemBenefits 70 teachers and staff, 600 students$2,957$2,957
Cultural Arts Programs -Enhances current curriculum with author visits, musicaland theater performancesBenefits 70 teachers and staff, 600 students$0$1,170
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie HallPresidentPT$0--
Hope BrownVice-President-$0--
Megan DezendorfSecretaryPT$0--
Amy Mindick-WallingTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coupon Book$11,016$11,016$4,663$6,353
No fuss$10,242$10,242$245$9,997
Total Events$27,084$27,084$4,908$22,176
Filing and Contact Details

Filer

Filer Name
Adams Year-round Elementary School PTA
EIN
56-2146024
Phone
9194603431
Address
805 Cary Towne Blvd, Cary, NC 27511

Signing Officer

Name
Megan H Dezendorf
Title
Secretary
Phone
9194603431
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Edmundson CPA Pllc
Address
102 COMMONWEALTH CT STE J, CARY, NC 27511
Preparer
Andrew H Edmundson
Phone
9194609966
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Student, Teacher, and Parent support including school hospitality program. Benefits 70 teachers and staff, 600 students”

Form 990EZ, Part I, Line 10

“Membership dues; Dues; : , , , ; , 651.”

Form 990EZ, Part I, Line 16

“Insurance 445.”

Form 990EZ, Part I, Line 16

“Program expenses 33199.”

Form 990EZ, Part II, Line 24

“Scholastic book credits 460. 5826.”

Raw XML Appendix214 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/OperateHospitalInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0945
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Cultural Arts Programs -Enhances current curriculum with author visits, musicaland theater performancesBenefits 70 teachers and staff, 600 students
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt037525
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student, Teacher, and Parent support including school hospitality program. Benefits 70 teachers and staff, 600 students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership dues; Dues; : , , , ; , 651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program expenses 33199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholastic book credits 460. 5826.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/Filer/EIN0562146024
ReturnHeader/Filer/PhoneNum09194603431
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ReturnHeader/FilingSecurityInformation/IPTm012:24:08
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194609966
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew H Edmundson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-11T12:24:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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