Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2020 • EIN 56-2274455

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 02, 2020

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

(919) 550-4043

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$40,443

Up $13,538 (+50%) from 2019

Net Assets

Up

$40,443

Up $13,538 (+50%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Down

$43,788

Down $5,032 (-10%) from 2019

Expenses

Down

$30,250

Down $21,803 (-42%) from 2019

Net Income

Up

$13,538

Up $16,771 (+519%) from 2019

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

2020

Assets$40,443
Liabilities$0
Net Assets$40,443
Open 2020 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

2020

Revenue$43,788
Expenses$30,250
Net Income$13,538
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 2, 2020
Return Version
2019v5.1
Gross Receipts
$67,443
Mission and Program Overview

Mission

To support polenta elementary school

Program Services

DescriptionGrantsExpenses
PROVIDED CHROMEBOOKS TO BE USED IN CLASSROOMS-$14,996
PROVIDED EDUCATIONAL AND CULTURAL PROGRAMS TO STUDENTS-$4,563
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA EATONPresident-$0--
JENNIE SAPOCHVice President-$0--
LYNDSEY HAMERTreasurer-$0--
DEBORAH MCALLISTERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog Sale$20,289$20,289-$20,289
Read a Thon$7,710$7,710-$7,710
Total Events$67,443$67,443-$67,443
Filing and Contact Details

Filer

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

Signing Officer

Name
Ed Shank
Title
Treasurer
Phone
9199896039
Signed
2020-12-02
Discuss with paid preparer
No

Preparer

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

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity chromebooks grantee polenta elementary school street 105 josephine road city, state, zip garner, nc 27529relationship school amount 14,996activity media grant grantee polenta elementary school street 105 josephine road city, state, zip garner, nc 27529relationship school amount 4,563”

Description of other expenses Part I line 16

“Description amountmembership dues paid to the state 460hospitality 1,912office expense 786insurance 355student needs 500teacher supplements 4,497science olympiad 402general and admin 56bank fees 815th grade celebration 691”

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/BooksInCareOfDetail/USAddress/CityNm0GARNER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0275299618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026905
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0849
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTHA EATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIE SAPOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNDSEY HAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH MCALLISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09740
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT POLENTA ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED CHROMEBOOKS TO BE USED IN CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED EDUCATIONAL AND CULTURAL PROGRAMS TO STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014996
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14563
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02112
IRS990EZ/SpecialEventsNetIncomeLossAmt017964
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030250
IRS990EZ/TotalProgramServiceExpensesAmt019559
IRS990EZ/TotalRevenueAmt043788
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014034
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt066594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt073941
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0404315
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0418349
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067443
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IRS990ScheduleA/Total509Grp/TotalAmt0418349
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067443
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0113601
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0418349
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CATALOG SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07710
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020289
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt039444
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt039444
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CHROMEBOOKS GRANTEE POLENTA ELEMENTARY SCHOOL STREET 105 JOSEPHINE ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 14,996ACTIVITY MEDIA GRANT GRANTEE POLENTA ELEMENTARY SCHOOL STREET 105 JOSEPHINE ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 4,563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEMBERSHIP DUES PAID TO THE STATE 460HOSPITALITY 1,912OFFICE EXPENSE 786INSURANCE 355STUDENT NEEDS 500TEACHER SUPPLEMENTS 4,497SCIENCE OLYMPIAD 402GENERAL AND ADMIN 56BANK FEES 815TH GRADE CELEBRATION 691
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ED SHANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09199896039
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLENTA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0POLE
ReturnHeader/Filer/EIN0562274455
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 JOSEPHINE ROAD
ReturnHeader/Filer/USAddress/CityNm0GARNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.182.219.121
ReturnHeader/FilingSecurityInformation/IPDt02020-12-04
ReturnHeader/FilingSecurityInformation/IPTm010:13:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471964833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Cooke Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S Bright Leaf Blvd Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027577
ReturnHeader/PreparerPersonGrp/PhoneNum09199347675
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly M Cooke
ReturnHeader/ReturnTs02020-12-02T10:51:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,443
Liabilities
$0
Net assets
$40,443
Revenue
$43,788
Expenses
$30,250
Net income
$13,538
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