Civic Intelligence

Adams Year-Round Elementary School PTA

990EZ • Fiscal year 2015 • EIN 56-2146024

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

Organization Profilewww.adamspta.org
805 Cary Towne BlvdCary, NC 27511

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,928

Down $4,106 (-26%) from 2014

Net Assets

Down

$11,928

Down $4,106 (-26%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$36,722

Down $6,137 (-14%) from 2014

Expenses

Down

$40,828

Down $4,598 (-10%) from 2014

Net Income

Down

-$4,106

Down $1,539 (-60%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2015

Assets$11,928
Liabilities-
Net Assets$11,928
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

2015

Revenue$36,722
Expenses$40,828
Net Income-$4,106
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$77,560
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 55 teachers and 800 students$15,000$27,173
Teacher Mini-Grants - Certified teachers provided up to $100 each for classroom supplies & additional curriculum materials not funded through the school system Benefits 5 teachers and 800 students$4,589$4,589
Cultural Arts Programs -Enhances current curriculum with author visits, musical and theater performances Benefits 55 teachers and 800 students-$3,700
See detail-$2,410
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA CATALINIPresidentPT$0--
STEPHANIE WYATTVice-PresidentPT$0--
RACHEL CORNETTSecretaryPT$0--
ALICIA ELLIOTTTreasurerPT$0--
KRISTY GILEWICZTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$31,635$31,635-$31,635
Coupon Book$15,885$15,885-$15,885
Total Events$69,824$69,824-$69,824
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
Kristy Delamar
Title
Treasurer
Phone
9194603431
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Edmundson & Company Cpas
Address
102 COMMONWEALTH CT SUITE 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 55 teachers and 800 students”

Form 990EZ, Part I, Line 10

“Dues dues north carolina pta parent organization 834.”

Form 990EZ, Part I, Line 16

“Bank charges 30. Insurance 445. Program expenses 37872. Training 336.”

Form 990EZ, Part II, Line 24

“Scholastic book credits 500. 2975.”

Raw XML Appendix192 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/BooksInCareOfDetail/USAddress/CityNm0Cary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA CATALINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE WYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL CORNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTY GILEWICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02975
IRS990EZ/OtherExpensesTotalAmt038683
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent, Student, Teacher and School Support
IRS990EZ/PrintingPublicationsPostageAmt01086
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Support-Supplies, repairs, educational games, decorations, paving, garden maintenance and technology Benefits 55 teachers and 800 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Cultural Arts Programs -Enhances current curriculum with author visits, musical and theater performances Benefits 55 teachers and 800 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 5 teachers and 800 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See detail
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14589
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027173
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24589
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32410
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026858
IRS990EZ/SpecialEventsNetIncomeLossAmt028117
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040828
IRS990EZ/TotalProgramServiceExpensesAmt037872
IRS990EZ/TotalRevenueAmt036722
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.adamspta.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Other 2010: 0. 2011: 1021. 2012: 0. 2013: 0. 2014: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05893
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035557
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt074340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt077919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt086673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0382776
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01021
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01021
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99750
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076501
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079913
IRS990ScheduleA/Total509Grp/TotalAmt0418333
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0419398
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Coupon Book
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069824
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069824
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt069824
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student, Teacher, and Parent support including school hospitality program. Benefits 55 teachers and 800 students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES DUES NORTH CAROLINA PTA PARENT ORGANIZATION 834.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 30. INSURANCE 445. PROGRAM EXPENSES 37872. TRAINING 336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLASTIC BOOK CREDITS 500. 2975.
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTY DELAMAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194603431
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Adams Year-round Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ADAM
ReturnHeader/Filer/EIN0562146024
ReturnHeader/Filer/PhoneNum09194603431
ReturnHeader/Filer/USAddress/AddressLine1Txt0805 Cary Towne Blvd
ReturnHeader/Filer/USAddress/CityNm0Cary
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDMUNDSON & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 COMMONWEALTH CT SUITE J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194609966
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW H EDMUNDSON
ReturnHeader/ReturnTs02015-11-09T13:29:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,928
Liabilities
-
Net assets
$11,928
Revenue
$36,722
Expenses
$40,828
Net income
-$4,106
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