Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2016 • EIN 56-2274455

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 19, 2016

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

(919) 550-4043

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$40,051

Up $23,321 (+139%) from 2015

Net Assets

Up

$40,051

Up $23,321 (+139%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$34,926

Up $15,536 (+80%) from 2015

Expenses

Down

$11,605

Down $9,421 (-45%) from 2015

Net Income

Up

$23,321

Up $24,957 (+1525%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$40,051
Liabilities-
Net Assets$40,051
Open 2016 Filing

Operations Trend

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

2016

Revenue$34,926
Expenses$11,605
Net Income$23,321
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 19, 2016
Return Version
2015v2.1
Gross Receipts
$113,601
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

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
Jenny Cavallaro
Title
Treasurer
Phone
9195504043
Signed
2016-09-19
Discuss with paid preparer
No

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 400”

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

“INSURANCE 330”

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

“RETURNED DEPOSITS 392”

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

“OTHER COSTS 8,064”

Raw XML Appendix157 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/PersonNm0JENNY CAVALLARO
IRS990EZ/BooksInCareOfDetail/PhoneNum09195612285
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 JOSEPHINE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GARNER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0275299618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016730
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040051
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0600
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt0113601
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0659
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016730
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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/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08786
IRS990EZ/OtherRevenueTotalAmt0400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL, TEACHER, STUDENT SUPPORT/RECOGNITION
IRS990EZ/PrintingPublicationsPostageAmt0894
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOR PUBLIC SCHOOL TEACHER SUPPLIES AND STUDENT ENRICHMENT AND RECOGNITION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt078675
IRS990EZ/SpecialEventsNetIncomeLossAmt033267
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt011605
IRS990EZ/TotalRevenueAmt034926
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06971
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0111942
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0115933
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0114661
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0144327
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0114834
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0601697
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0608668
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0115813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115901
IRS990ScheduleA/Total509Grp/TotalAmt0608668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0145276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115901
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0608668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Income 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RETURNED DEPOSITS 392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER COSTS 8,064
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY CAVALLARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195504043
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-19
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
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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/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth F Jones
ReturnHeader/ReturnTs02016-11-08T04:15:28-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,051
Liabilities
-
Net assets
$40,051
Revenue
$34,926
Expenses
$11,605
Net income
$23,321
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