Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 56-2274455

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 28, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

89th percentile

40%

Higher net margin than 89% 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

80th percentile

34%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

43rd percentile

-2.7%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,539

Up $13,488 (+34%) from 2016

Net Assets

Up

$53,539

Up $13,488 (+34%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$33,973

Down $953 (-2.7%) from 2016

Expenses

Up

$20,485

Up $8,880 (+77%) from 2016

Net Income

Down

$13,488

Down $9,833 (-42%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2017

Assets$53,539
Liabilities-
Net Assets$53,539
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$33,973
Expenses$20,485
Net Income$13,488
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$88,755
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 Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STARLA NICHOLSPresidentPT$0--
DEENA MATTHEWSVice President-$0--
JENNY CAVALLAROTreasurerPT$0--
KELLY DAVISVP Finance-$0--
JENNY SAPOCHSecretary-$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
Signed
2017-09-28
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 5,941”

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

“INSURANCE 355”

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

“RETURNED DEPOSITS 376”

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

“OTHER COSTS 17,534”

Raw XML Appendix159 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/BOYAmt040051
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053539
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02171
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013488
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040051
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053539
IRS990EZ/FundraisingGrossIncomeAmt079580
IRS990EZ/GrossReceiptsAmt088755
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01063
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040051
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053539
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040051
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053539
IRS990EZ/OccupancyRentUtltsAndMaintAmt0608
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STARLA NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEENA MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY CAVALLARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNY SAPOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018265
IRS990EZ/OtherRevenueTotalAmt05941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL, TEACHER, STUDENT SUPPORT/RECOGNITION
IRS990EZ/PrintingPublicationsPostageAmt0812
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOR PUBLIC SCHOOL TEACHER SUPPLIES AND STUDENT ENRICHMENT AND RECOGNITION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054782
IRS990EZ/SpecialEventsNetIncomeLossAmt024798
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt020485
IRS990EZ/TotalRevenueAmt033973
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015079
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt079580
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0111942
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0115933
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0114661
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0144327
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0566443
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/PublicSupportTotal509Amt0581522
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0115813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0145276
IRS990ScheduleA/Total509Grp/TotalAmt0581522
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0115813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0145276
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0581522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Income 5,941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RETURNED DEPOSITS 376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER COSTS 17,534
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/SignatureDt02017-09-28
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04BE56B334FA8295637D3542B3B9C210301319E98
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D81A4BC402D98BDD5DEC71D8C49F4196D9711DA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.88.249.148
ReturnHeader/FilingSecurityInformation/IPDt02017-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:20:38
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/PreparationDt02017-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth F Jones
ReturnHeader/ReturnTs02017-09-28T12:24:44-00:00
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
$53,539
Liabilities
-
Net assets
$53,539
Revenue
$33,973
Expenses
$20,485
Net income
$13,488
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