Civic Intelligence

Riverwood Elementary PTA

990EZ • Fiscal year 2017 • EIN 56-2213683

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

108 Athletic Club BlvdClayton, NC 27527-5759

(732) 735-3304

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

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

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.

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

Asset Growth

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

54th percentile

3.6%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Down

$4,710

Down $6,220 (-57%) from 2016

Net Assets

Down

$4,710

Down $6,220 (-57%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$46,273

Up $1,588 (+3.6%) from 2016

Expenses

Up

$52,493

Up $8,823 (+20%) from 2016

Net Income

Down

-$6,220

Down $7,235 (-713%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $2,261Liabilities 2011: $0Net Assets 2011: $2,2612011Assets 2012: $14,866Liabilities 2012: $0Net Assets 2012: $14,8662012Assets 2013: $16,048Liabilities 2013: $0Net Assets 2013: $16,0482013Assets 2014: $21,056Liabilities 2014: $0Net Assets 2014: $21,0562014Assets 2015: $9,915Liabilities 2015: $0Net Assets 2015: $9,9152015Assets 2016: $10,930Liabilities 2016: $0Net Assets 2016: $10,9302016Assets 2017: $4,710Liabilities 2017: $0Net Assets 2017: $4,7102017Assets 2018: $12,614Liabilities 2018: $0Net Assets 2018: $12,6142018Assets 2019: $41,267Liabilities 2019: $0Net Assets 2019: $41,2672019Assets 2020: $33,355Liabilities 2020: $0Net Assets 2020: $33,3552020

Highlighted filing

2017

Assets$4,710
Liabilities$0
Net Assets$4,710

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $49,803Expenses 2011: $61,445Net Income 2011: -$11,6422011Revenue 2012: $90,562Expenses 2012: $77,957Net Income 2012: $12,6052012Expenses 2013: $123,6102013Revenue 2014: $114,703Expenses 2014: $109,695Net Income 2014: $5,0082014Revenue 2015: $90,732Expenses 2015: $101,873Net Income 2015: -$11,1412015Revenue 2016: $44,685Expenses 2016: $43,670Net Income 2016: $1,0152016Revenue 2017: $46,273Expenses 2017: $52,493Net Income 2017: -$6,2202017Revenue 2018: $57,422Expenses 2018: $49,518Net Income 2018: $7,9042018Revenue 2019: $80,592Expenses 2019: $51,939Net Income 2019: $28,6532019Revenue 2020: $78,927Expenses 2020: $86,839Net Income 2020: -$7,9122020

Highlighted filing

2017

Revenue$46,273
Expenses$52,493
Net Income-$6,220
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$86,755
Mission and Program Overview

Mission

Promote education of children

Program Services

DescriptionGrantsExpenses
PROVIDE UP-TO-DATE TECHNOLOGY IN THE CLASSROOM-$31,647
PROVIDE CULTURAL AND EDUCATIONAL PROGRAMMING TO ENRICH THE STUDENT LEARNING EXPERIENCE-$6,838
PROVIDE ASSISTANCE FOR CLASSROOM PROGRAMS AND SUPPLIES FOR TEACHERS TO ENSURE STUDENTS HAVE NECESSARY RESOURCES-$3,940
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH DIXONPresident-$0--
STACEY SHARRONVice President-$0--
MICHELE SANTARSIEROSecretary-$0--
DEBBIE KIDALOWSKITreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$32,200$32,200-$32,200
Book Fair$16,703$16,703-$16,703
Total Events$85,177$85,177-$85,177
Filing and Contact Details

Filer

Filer Name
Riverwood Elementary Pta
EIN
56-2213683
Address
108 ATHLETIC CLUB BLVD, CLAYTON, NC 27527-5759

Signing Officer

Name
Debbie Kidalowski
Title
Treasurer
Signed
2017-10-02
Discuss with paid preparer
No

Preparer

Firm
Norris & Cooke Accounting Inc
Address
201 S Brightleaf Blvd Ste 1, Smithfield, NC 27577
Preparer
Kelly Cooke Lemons
Phone
9199347675
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountstate sales tax refund 1,578

List of grants and similar amounts paid Part I line 10

Activity technology support- chromebooks purchase grantee riverwood elementary school street 108 athletic club blvd city, state, zip clayton, nc 27527relationship school amount 16,952activity technology support- smart panels grantee riverwood elementary school street 108 athletic club blvd city, state, zip clayton, nc 27527relationship school amount 14,695activity support and assistance grantee riverwood elementary school street 108 athletic club blvd city, state, zip clayton, nc 27527relationship school amount 3,492activity media support grantee riverwood elementary school street 108 athletic club blvd city, state, zip clayton, nc 27527relationship school amount 6,838

Description of other expenses Part I line 16

Description amountteacher appreciation week 3,940hospitality 1,272insurance 450end of year medals 345office supplies 15pta convention fees 224membership dues to the state 728silent partners 832artists in schools 1,105student and community service 1,330

Raw XML Appendix174 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/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH DIXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACEY SHARRON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010241
IRS990EZ/OtherRevenueTotalAmt01578
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION OF CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE FOR CLASSROOM PROGRAMS AND SUPPLIES FOR TEACHERS TO ENSURE STUDENTS HAVE NECESSARY RESOURCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CULTURAL AND EDUCATIONAL PROGRAMMING TO ENRICH THE STUDENT LEARNING EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE UP-TO-DATE TECHNOLOGY IN THE CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03940
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16838
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011907
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0374402
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSTATE SALES TAX REFUND 1,578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY TECHNOLOGY SUPPORT- CHROMEBOOKS PURCHASE GRANTEE RIVERWOOD ELEMENTARY SCHOOL STREET 108 ATHLETIC CLUB BLVD CITY, STATE, ZIP CLAYTON, NC 27527RELATIONSHIP SCHOOL AMOUNT 16,952ACTIVITY TECHNOLOGY SUPPORT- SMART PANELS GRANTEE RIVERWOOD ELEMENTARY SCHOOL STREET 108 ATHLETIC CLUB BLVD CITY, STATE, ZIP CLAYTON, NC 27527RELATIONSHIP SCHOOL AMOUNT 14,695ACTIVITY SUPPORT AND ASSISTANCE GRANTEE RIVERWOOD ELEMENTARY SCHOOL STREET 108 ATHLETIC CLUB BLVD CITY, STATE, ZIP CLAYTON, NC 27527RELATIONSHIP SCHOOL AMOUNT 3,492ACTIVITY MEDIA SUPPORT GRANTEE RIVERWOOD ELEMENTARY SCHOOL STREET 108 ATHLETIC CLUB BLVD CITY, STATE, ZIP CLAYTON, NC 27527RELATIONSHIP SCHOOL AMOUNT 6,838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTTEACHER APPRECIATION WEEK 3,940HOSPITALITY 1,272INSURANCE 450END OF YEAR MEDALS 345OFFICE SUPPLIES 15PTA CONVENTION FEES 224MEMBERSHIP DUES TO THE STATE 728SILENT PARTNERS 832ARTISTS IN SCHOOLS 1,105STUDENT AND COMMUNITY SERVICE 1,330
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE KIDALOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIVERWOOD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0562213683
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 ATHLETIC CLUB BLVD
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275275759
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.182.195.127
ReturnHeader/FilingSecurityInformation/IPDt02017-10-06
ReturnHeader/FilingSecurityInformation/IPTm009:11:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471964833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Cooke Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S Brightleaf Blvd Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027577
ReturnHeader/PreparerPersonGrp/PhoneNum09199347675
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Cooke Lemons
ReturnHeader/ReturnTs02017-09-30T08:33:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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