Civic Intelligence

Adams Year-Round Elementary School PTA

990EZ • Fiscal year 2017 • EIN 56-2146024

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 02, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

4.1%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,036

Down $895 (-2.8%) from 2016

Net Assets

Down

$31,036

Down $895 (-2.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Up

$47,222

Up $1,848 (+4.1%) from 2016

Expenses

Up

$48,117

Up $22,746 (+90%) from 2016

Net Income

Down

-$895

Down $20,898 (-104%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$31,036
Liabilities-
Net Assets$31,036
Open 2017 Filing

Operations Trend

Revenue Growth55th 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

2017

Revenue$47,222
Expenses$48,117
Net Income-$895
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$85,048
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-$33,941
Cultural Arts Programs -Enhances current curriculum with author visits, musical and theater performances Benefits 55 teachers and 800 students-$4,934
Teacher Mini-Grants - Certified teachers provided up to $100 each for classroom supplies & additional curriculum materials not funded through the school system Benefits teachers students-$3,903
See detail-$2,880
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN DEZENDORFPresidentPT$0--
SCOTT PETERSVice-President-$0--
KRISSY CAROTHERSSecretary-$0--
LUMA KENNEDYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$24,284$24,284$14,152$10,132
Coupon Book$11,748$11,748$5,628$6,120
Total Events$66,880$66,880$37,826$29,054
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
Amy Mindick-walling
Title
Treasurer
Phone
9194603431
Signed
2017-11-02
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

“Membership Dues; Dues; NC PTA: 3501 Glenwood Ave, Raleigh, NC, 27612; Parent Organization, 592.”

Form 990EZ, Part I, Line 10

“Membership dues; dues; wake county pta council: 110 corning dr wcpss crossroads ii bldg, cary, nc, 2”

Form 990EZ, Part I, Line 16

“Insurance 445.”

Form 990EZ, Part I, Line 16

“Program expenses 45658.”

Form 990EZ, Part II, Line 24

“Scholastic book credits 1975. 0.”

Raw XML Appendix196 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0805 Cary Towne Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN DEZENDORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISSY CAROTHERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LUMA KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01975
IRS990EZ/OtherExpensesTotalAmt046103
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent, Student, Teacher and School Support
IRS990EZ/PrintingPublicationsPostageAmt01072
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 teachers students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See detail
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033941
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14934
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23903
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32880
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019780
IRS990EZ/SpecialEventsNetIncomeLossAmt021908
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048117
IRS990EZ/TotalProgramServiceExpensesAmt045658
IRS990EZ/TotalRevenueAmt047222
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.adamspta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056047
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt074552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0363515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt051
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99750
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0419562
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085877
IRS990ScheduleA/Total509Grp/TotalAmt0419562
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0419613
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037826
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Coupon Book
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066880
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029054
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018046
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037826
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014152
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student, Teacher, and Parent support including school hospitality program. Benefits 55 teachers and 800 students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership Dues; Dues; NC PTA: 3501 Glenwood Ave, Raleigh, NC, 27612; Parent Organization, 592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP DUES; DUES; WAKE COUNTY PTA COUNCIL: 110 CORNING DR WCPSS CROSSROADS II BLDG, CARY, NC, 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program expenses 45658.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholastic book credits 1975. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MINDICK-WALLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194603431
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId025A28A689690FF5E9925AF2115DF021B11C7D50B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025A28A689690FF5E9925AF2115DF021B11C7D50B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.10.26.14
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:53:35
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/PreparerPersonNm0ANDREW H EDMUNDSON
ReturnHeader/ReturnTs02017-11-02T12:53:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,036
Liabilities
-
Net assets
$31,036
Revenue
$47,222
Expenses
$48,117
Net income
-$895
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