Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2023 • EIN 56-2274455

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 31, 2023

105 Josephine RoadGarner, NC 27529-9618

(919) 550-4043

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

19th percentile

-27%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$34,848

Down $13,089 (-27%) from 2022

Net Assets

Down

$34,848

Down $13,089 (-27%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$46,085

Up $5,536 (+14%) from 2022

Expenses

Up

$59,174

Up $31,564 (+114%) from 2022

Net Income

Down

-$13,089

Down $26,028 (-201%) from 2022

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

2023

Assets$34,848
Liabilities$0
Net Assets$34,848

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

2023

Revenue$46,085
Expenses$59,174
Net Income-$13,089
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$96,736
Mission and Program Overview

Mission

To support polenta elementary school

Program Services

DescriptionGrantsExpenses
PROVIDE PLAYGROUND EQUIPMENT-$15,482
PROVIDE WATER BOTTLE FILLING STATIONS-$14,150
PROVIDED EDUCATIONAL PROGRAMMING AND SUPPLIES FOR CLASSROOM USE-$9,656
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTY ANTROBUSPresident-$0--
STEPHANIE EDMONDSVice President-$0--
KRYSTAL BARKLEYTreasurer-$0--
BRITTANY JOYNERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookfair----
Fun Run----
Filing and Contact Details

Filer

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

Signing Officer

Name
Kristy Barkley
Title
Treasurer
Phone
9199896039
Signed
2023-10-31
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 playground equipment grantee polenta elementary school street 105 josephine road city, state, zip garner, nc 27529relationship school amount 15,482activity media grant grantee polenta elementary school street 105 josephine road city, state, zip garner, nc 27529relationship school amount 7,228activity classroom grants grantee polenta elementary school street 105 josephine road city, state, zip garner, nc 27529relationship school amount 2,428activity water bottle filling stations grantee polenta elementary school street 105 josephine road city, state, zip garner, nc 27529relationship school amount 14,150

Description of other expenses Part I line 16

Description amountbank fees 30hospitality 10,787office 2,159insurance 355teacher appreciation 3,799science olympiad 1,204

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/PersonNm0KRYSTAL BARKLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09195504043
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 JOSEPHINE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GARNER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0275299618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047937
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034848
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13089
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt096736
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039288
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047937
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047937
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IRS990EZ/OccupancyRentUtltsAndMaintAmt01277
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTY ANTROBUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE EDMONDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRYSTAL BARKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRITTANY JOYNER
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/OtherExpensesTotalAmt018334
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT POLENTA ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL PROGRAMMING AND SUPPLIES FOR CLASSROOM USE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE PLAYGROUND EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE WATER BOTTLE FILLING STATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09656
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115482
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050651
IRS990EZ/SpecialEventsNetIncomeLossAmt046085
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059174
IRS990EZ/TotalProgramServiceExpensesAmt039288
IRS990EZ/TotalRevenueAmt046085
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02522
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt096736
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt093963
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt038676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt066594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt073941
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0369910
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0372432
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094108
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075205
IRS990ScheduleA/Total509Grp/TotalAmt0372432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075205
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0372432
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOKFAIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY PLAYGROUND EQUIPMENT GRANTEE POLENTA ELEMENTARY SCHOOL STREET 105 JOSEPHINE ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 15,482ACTIVITY MEDIA GRANT GRANTEE POLENTA ELEMENTARY SCHOOL STREET 105 JOSEPHINE ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 7,228ACTIVITY CLASSROOM GRANTS GRANTEE POLENTA ELEMENTARY SCHOOL STREET 105 JOSEPHINE ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 2,428ACTIVITY WATER BOTTLE FILLING STATIONS GRANTEE POLENTA ELEMENTARY SCHOOL STREET 105 JOSEPHINE ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 14,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK FEES 30HOSPITALITY 10,787OFFICE 2,159INSURANCE 355TEACHER APPRECIATION 3,799SCIENCE OLYMPIAD 1,204
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTY BARKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09199896039
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
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
ReturnHeader/Filer/USAddress/ZIPCd0275299618
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/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly M Cooke
ReturnHeader/ReturnTs02023-10-31T13:50:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARKLEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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