Civic Intelligence

Adams Year-Round Elementary School PTA

990EZ • Fiscal year 2014 • EIN 56-2146024

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 09, 2014

805 Cary Towne Blvd27511

(919) 460-3431

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

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

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

28th percentile

-6.0%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Down

$16,034

Down $2,567 (-14%) from 2013

Net Assets

Down

$16,034

Down $2,567 (-14%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$42,859

Up $7,350 (+21%) from 2013

Expenses

Up

$45,426

Up $17,850 (+65%) from 2013

Net Income

Down

-$2,567

Down $10,500 (-132%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$16,034
Liabilities-
Net Assets$16,034

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$42,859
Expenses$45,426
Net Income-$2,567
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 9, 2014
Return Version
2013v3.1
Gross Receipts
$82,542
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 technology Benefits 56 teachers and 815 students$11,000$22,747
See detail-$11,503
Teacher Mini-Grants - Certified teachers provided up to $100 each for classroom supplies & additional curriculum materials not funded through the school system Benefits 56 teachers and 815 students$4,786$4,786
Cultural Arts Programs -Enhances current curriculum with author visits, musical and theater performances Benefits 56 teachers and 815 students-$4,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEIDRE HARTLEYPresidentPT$0--
STEPHANIE WYATTVice-PresidentPT$0--
ELIZABETH MCCABEVice-PresidentPT$0--
GEORGI MURRAYSecretaryPT$0--
KRISTI GILEWICZTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,709$33,709$15,029$18,680
Event 2$18,450$18,450$9,135$9,315
Total Events$66,039$66,039$39,683$26,356
Filing and Contact Details

Filer

EIN
56-2146024
Phone
9194603431

Signing Officer

Name
Alicia Elliott
Title
Treasurer
Phone
9194603431
Signed
2014-12-09
Discuss with paid preparer
Yes

Preparer

Preparer
Andrew H Edmundson
Phone
9194609966
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Student, Teacher, and Parent support including FMV of about $7,800 for books and Smart Board, Benefits 56 teachers and 815 students

Form 990EZ, Part I, Line 10

Dues dues north carolina pta parent organization 1179.

Form 990EZ, Part I, Line 16

Insurance 400. Miscellaneous 50. Program expenses 43736.

Form 990EZ, Part II, Line 24

Scholastic book credits 500.

Raw XML Appendix201 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/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherExpensesTotalAmt044186
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent, Student, Teacher and School Support
IRS990EZ/PrintingPublicationsPostageAmt061
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Support-Supplies, repairs, educational games, decorations, paving, garden maintenance and technology Benefits 56 teachers and 815 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Cultural Arts Programs -Enhances current curriculum with author visits, musical and theater performances Benefits 56 teachers and 815 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher Mini-Grants - Certified teachers provided up to $100 each for classroom supplies & additional curriculum materials not funded through the school system Benefits 56 teachers and 815 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See detail
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14786
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24786
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt311503
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt036295
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045426
IRS990EZ/TotalProgramServiceExpensesAmt043736
IRS990EZ/TotalRevenueAmt042859
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.adamspta.org
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Description: Other
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12009: 2585.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt22010: 0.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt32011: 1021.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt42012: 0.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt52013: 0.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Pt III Line 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08840
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Coupon Book
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student, Teacher, and Parent support including FMV of about $7,800 for books and Smart Board, Benefits 56 teachers and 815 students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES DUES NORTH CAROLINA PTA PARENT ORGANIZATION 1179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 400. MISCELLANEOUS 50. PROGRAM EXPENSES 43736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLASTIC BOOK CREDITS 500.
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 II, Line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICIA ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194603431
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Adams Year-round Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ADAM
ReturnHeader/Filer/EIN0562146024
ReturnHeader/Filer/PhoneNum09194603431
ReturnHeader/Filer/USAddress/AddressLine10805 Cary Towne Blvd
ReturnHeader/Filer/USAddress/City0Cary
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EDMUNDSON & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10102 COMMONWEALTH CT SUITE J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194609966
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW H EDMUNDSON
ReturnHeader/ReturnTs02014-12-15T09:15:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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