Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 56-2274455

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileN/A
105 Josephine RdGarner, NC 27529-9618

(919) 550-4043

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

25th percentile

-8.4%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

30th percentile

-8.9%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

4th percentile

-75%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,730

Down $1,636 (-8.9%) from 2014

Net Assets

$16,730

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$19,390

Down $58,098 (-75%) from 2014

Expenses

Down

$21,026

Down $85,026 (-80%) from 2014

Net Income

Up

-$1,636

Up $26,928 (+94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80K$60K$40K$20K$0Assets 2011: $20,676Liabilities 2011: $02011Assets 2012: $29,145Liabilities 2012: $02012Assets 2013: $62,534Liabilities 2013: $02013Assets 2014: $18,366Liabilities 2014: $02014Assets 2015: $16,730Net Assets 2015: $16,7302015Assets 2016: $40,051Net Assets 2016: $40,0512016Assets 2017: $53,539Net Assets 2017: $53,5392017Assets 2018: $30,138Liabilities 2018: $0Net Assets 2018: $30,1382018Assets 2019: $26,905Liabilities 2019: $0Net Assets 2019: $26,9052019Assets 2020: $40,443Liabilities 2020: $0Net Assets 2020: $40,4432020Assets 2021: $34,998Liabilities 2021: $0Net Assets 2021: $34,9982021Assets 2022: $47,937Liabilities 2022: $0Net Assets 2022: $47,9372022Assets 2023: $34,848Liabilities 2023: $0Net Assets 2023: $34,8482023Assets 2024: $40,854Liabilities 2024: $0Net Assets 2024: $40,8542024

Highlighted filing

2015

Assets$16,730
Liabilities-
Net Assets$16,730
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $41,359Expenses 2011: $46,413Net Income 2011: -$5,0542011Revenue 2012: $52,725Expenses 2012: $44,256Net Income 2012: $8,4692012Revenue 2013: $61,752Expenses 2013: $28,363Net Income 2013: $33,3892013Revenue 2014: $77,488Expenses 2014: $106,052Net Income 2014: -$28,5642014Revenue 2015: $19,390Expenses 2015: $21,026Net Income 2015: -$1,6362015Revenue 2016: $34,926Expenses 2016: $11,605Net Income 2016: $23,3212016Revenue 2017: $33,973Expenses 2017: $20,485Net Income 2017: $13,4882017Revenue 2018: $48,545Expenses 2018: $71,946Net Income 2018: -$23,4012018Revenue 2019: $48,820Expenses 2019: $52,053Net Income 2019: -$3,2332019Revenue 2020: $43,788Expenses 2020: $30,250Net Income 2020: $13,5382020Revenue 2021: $24,733Expenses 2021: $30,178Net Income 2021: -$5,4452021Revenue 2022: $40,549Expenses 2022: $27,610Net Income 2022: $12,9392022Revenue 2023: $46,085Expenses 2023: $59,174Net Income 2023: -$13,0892023Revenue 2024: $49,407Expenses 2024: $43,401Net Income 2024: $6,0062024

Highlighted filing

2015

Revenue$19,390
Expenses$21,026
Net Income-$1,636
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$118,077
Mission and Program Overview

Mission

To support polenta elementary school

School, teacher, student support/recognition

Program Services

DescriptionGrantsExpenses
FOR PUBLIC SCHOOL TEACHER SUPPLIES AND STUDENT ENRICHMENT AND RECOGNITION--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KAY CLAPPPresidentPT$0--
TARA WEBBVice President-$0--
KIM ELLISVP Administration-$0--
JENNY CAVALLAROTreasurerPT$0--
KELLY DAVISVP Finance-$0--
KELLY GILLESPIESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Polenta Elementary Pta
EIN
56-2274455
Phone
9195504043
Address
105 JOSEPHINE RD, GARNER, NC 27529-9618

Signing Officer

Name
Mary Kay Clapp
Title
President
Phone
9195612285
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth F Jones CPA PLLC
Address
14 Flowers Crossroads Way Suite 106, Clayton, NC 27527
Preparer
Kenneth F Jones
Phone
9195507005
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Miscellaneous Income 120”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity GRANTS, Grantee POLENTA ELEMENTARY 105 JOSEPHINE ROAD GARNER NC 27529-9618, Cash Grant 14,883, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 330”

Form 990-EZ, Part I, Line 16, Other Expenses

“RETURNED DEPOSITS 271”

Form 990-EZ, Part I, Line 16, Other Expenses

“OTHER COSTS 2,450”

Form 990-EZ, Part I, Line 10

“List of grants and similar amounts paid Part I, line 10”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY KAY CLAPP
IRS990EZ/BooksInCareOfDetail/PhoneNum09195612285
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt034 SPANISH OAK WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018366
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016730
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0986
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1636
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018366
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016730
IRS990EZ/FundraisingGrossIncomeAmt0115933
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016274
IRS990EZ/GrossReceiptsAmt0118077
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01038
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018366
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018366
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016730
IRS990EZ/OccupancyRentUtltsAndMaintAmt0564
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY KAY CLAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TARA WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNY CAVALLARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLY GILLESPIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03051
IRS990EZ/OtherRevenueTotalAmt0120
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL, TEACHER, STUDENT SUPPORT/RECOGNITION
IRS990EZ/PrintingPublicationsPostageAmt0637
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOR PUBLIC SCHOOL TEACHER SUPPLIES AND STUDENT ENRICHMENT AND RECOGNITION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt098687
IRS990EZ/SpecialEventsNetIncomeLossAmt017246
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt021026
IRS990EZ/TotalRevenueAmt019390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05312
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0115933
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0114661
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0144327
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0114834
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0489755
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0495067
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0115813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0145276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0115901
IRS990ScheduleA/Total509Grp/TotalAmt0495067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0115813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0145276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0115901
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0495067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Income 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity GRANTS, Grantee POLENTA ELEMENTARY 105 JOSEPHINE ROAD GARNER NC 27529-9618, Cash Grant 14,883, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURNED DEPOSITS 271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER COSTS 2,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5List of grants and similar amounts paid Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY KAY CLAPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195612285
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLENTA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0POLE
ReturnHeader/Filer/EIN0562274455
ReturnHeader/Filer/PhoneNum09195504043
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 JOSEPHINE RD
ReturnHeader/Filer/USAddress/CityNm0GARNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275299618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth F Jones CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 Flowers Crossroads Way Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027527
ReturnHeader/PreparerPersonGrp/PhoneNum09195507005
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth F Jones
ReturnHeader/ReturnTs02015-11-16T12:50:35-00:00
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
$16,730
Liabilities
-
Net assets
$16,730
Revenue
$19,390
Expenses
$21,026
Net income
-$1,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.49$0.43$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.46$0.59$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.41$0.28$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.25$0.30$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.44$0.30$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.49$0.52$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.49$0.72$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.34$0.20$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.35$0.12$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.19$0.21$0.02
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.77$1.06$0.29
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.62$0.28$0.33
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.53$0.44$0.08
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.41$0.46$0.05