Civic Intelligence

Adams Year-Round Elementary School PTA

990EZ • Fiscal year 2018 • EIN 56-2146024

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$35,303

Up $4,267 (+14%) from 2017

Net Assets

Up

$35,303

Up $4,267 (+14%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,386

Down $6,836 (-14%) from 2017

Expenses

Down

$36,119

Down $11,998 (-25%) from 2017

Net Income

Up

$4,267

Up $5,162 (+577%) from 2017

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

2018

Assets$35,303
Liabilities-
Net Assets$35,303

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

2018

Revenue$40,386
Expenses$36,119
Net Income$4,267
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$60,394
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 77 teachers and staff, 672 students-$24,488
See detail-$3,907
Teacher Mini-Grants - Certified teachers provided up to $100 each for classroom supplies & additional curriculum materials not funded through the school system Benefits 77 teachers and staff, 672 students$3,176$3,176
Cultural Arts Programs -Enhances current curriculum with author visits, musical and theater performances Benefits 77 teachers and staff, 672 students-$2,009
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN DEZENDORFPresidentPT$0--
BRANDY SATTERFIELDVice-President-$0--
SHILO HARGROVESecretary-$0--
AMY MINDICK-WALLINGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon----
Coupon Book----
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
2018-11-13
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 77 teachers and staff, 672 students

Form 990EZ, Part I, Line 10

Membership Dues; Dues; NC PTA: 3501 Glenwood Ave, Raleigh, NC, 27612; Parent Organization, 499.

Form 990EZ, Part I, Line 10

Membership dues; dues; wake county pta council: 110 corning dr wcpss crossroads bldg, cary, nc, 2751

Form 990EZ, Part I, Line 16

Insurance 445.

Form 990EZ, Part I, Line 16

Program expenses 33580.

Form 990EZ, Part I, Line 16

Bank charges 50.

Form 990EZ, Part II, Line 24

Scholastic book credits 0. 460.

Raw XML Appendix186 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/PhoneNum09194603431
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0805 Cary Towne Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cary
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031036
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011735
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031036
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IRS990EZ/FundraisingGrossIncomeAmt030101
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0574
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02992
IRS990EZ/GrossReceiptsAmt060394
IRS990EZ/GrossSalesOfInventoryAmt017531
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN DEZENDORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDY SATTERFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHILO HARGROVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY MINDICK-WALLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0460
IRS990EZ/OtherExpensesTotalAmt034075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent, Student, Teacher and School Support
IRS990EZ/PrintingPublicationsPostageAmt01195
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Support-Supplies, repairs, educational games, decorations, paving, garden maintenance and technology Benefits 77 teachers and staff, 672 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Cultural Arts Programs -Enhances current curriculum with author visits, musical and theater performances Benefits 77 teachers and staff, 672 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 77 teachers and staff, 672 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See detail
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03176
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024488
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12009
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23176
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33907
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05469
IRS990EZ/SpecialEventsNetIncomeLossAmt024632
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036119
IRS990EZ/TotalProgramServiceExpensesAmt033580
IRS990EZ/TotalRevenueAmt040386
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.adamspta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060835
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0333228
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt058
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0394063
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082534
IRS990ScheduleA/Total509Grp/TotalAmt0394063
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0394121
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Coupon Book
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student, Teacher, and Parent support including school hospitality program. Benefits 77 teachers and staff, 672 students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership Dues; Dues; NC PTA: 3501 Glenwood Ave, Raleigh, NC, 27612; Parent Organization, 499.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP DUES; DUES; WAKE COUNTY PTA COUNCIL: 110 CORNING DR WCPSS CROSSROADS BLDG, CARY, NC, 2751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program expenses 33580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank charges 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Scholastic book credits 0. 460.
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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MINDICK-WALLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194603431
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/AtSubmissionCreationDeviceId0B8C6AFE08F549920FBC86EB46B637818EEB3DC6A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B8C6AFE08F549920FBC86EB46B637818EEB3DC6A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.10.26.14
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:41:54
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDMUNDSON CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 COMMONWEALTH CT STE J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194609966
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW H EDMUNDSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T18:42:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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