Civic Intelligence

Riverwood Middle School Ptsa

990 • Fiscal year 2017 • EIN 56-2278597

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 14, 2017

Organization Profile
204 Athletic Club DriveClayton, NC 27527

(919) 274-3922

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.00x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Net Margin

38th percentile

-2.3%

Higher net margin than 38% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-15%

Faster asset growth than 28% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$9,434

Down $1,701 (-15%) from 2016

Net Assets

Down

$9,434

Down $1,701 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin38th percentile

Revenue

Up

$74,103

Up $17,704 (+31%) from 2016

Expenses

Up

$75,804

Up $20,539 (+37%) from 2016

Net Income

Down

-$1,701

Down $2,835 (-250%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$30K$20K$10K$0Assets 2013: $12,362Liabilities 2013: $0Net Assets 2013: $12,3622013Assets 2014: $13,744Liabilities 2014: $0Net Assets 2014: $13,7442014Assets 2015: $10,001Liabilities 2015: $0Net Assets 2015: $10,0012015Assets 2016: $11,135Liabilities 2016: $0Net Assets 2016: $11,1352016Assets 2017: $9,434Liabilities 2017: $0Net Assets 2017: $9,4342017Assets 2018: $8,133Net Assets 2018: $8,1332018Assets 2019: $15,712Net Assets 2019: $15,7122019Assets 2021: $28,231Liabilities 2021: $02021

Highlighted filing

2017

Assets$9,434
Liabilities$0
Net Assets$9,434
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50KRevenue 2013: $71,299Expenses 2013: $61,953Net Income 2013: $9,3462013Revenue 2014: $63,720Expenses 2014: $62,338Net Income 2014: $1,3822014Revenue 2015: $61,508Expenses 2015: $65,251Net Income 2015: -$3,7432015Revenue 2016: $56,399Expenses 2016: $55,265Net Income 2016: $1,1342016Revenue 2017: $74,103Expenses 2017: $75,804Net Income 2017: -$1,7012017Revenue 2018: $56,943Expenses 2018: $58,244Net Income 2018: -$1,3012018Revenue 2019: $46,658Expenses 2019: $39,079Net Income 2019: $7,5792019Revenue 2021: $974Expenses 2021: $9,003Net Income 2021: -$8,0292021

Highlighted filing

2017

Revenue$74,103
Expenses$75,804
Net Income-$1,701
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 14, 2017
Return Version
2016v3.0
Gross Receipts
$74,103
Mission and Program Overview

Mission

To promote education at riverwood middle school

To promote education at riverwood middle school through various programs. To reward excellence in education and to enrich the education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,135$9,434▼ $1,701
Cash and Non-Interest-Bearing Accounts$10,299$8,598▼ $1,701
Savings and Temporary Cash Investments$836$836→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$11,135$9,434▼ $1,701
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,135$9,434▼ $1,701
Total Liabilities and Net Assets / Fund Balance$11,135$9,434▼ $1,701
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Lori HorstmannPresident
Kim HelmerVice President
Jennifer NesselrodeSecretary
Sandy JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,987
Program Service Revenue
$72,116
Investment Income
$0
Other Revenue
$0
All Other Contributions
$352
Change in Net Assets
$-1,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,804
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$72,921$1,008-$0
Fees for Services Accounting-$845-$845
Insurance-$755-$755
Office Expenses-$275-$275
Total Functional Expenses$72,921$2,883$0$75,804
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 6

“Members pay dues and have the right to vote at any pta meeting.”

PART VI, SECTION A, LINE 7A

“All members of the pta can vote. Monthly meetings are held and minutes are taken.”

PART VI, SECTION A, LINE 8A

“Minutes are taken at each pta meeting.”

PART VI, SECTION A, LINE 8B

“Minutes were taken by each committee and submitted to the pta board.”

Part VI, Section B, Line 11

“Final 990 is presented to the board members to be reviewed and signed before mailing. The 990 is available to all members of the pta upon request.”

Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Riverwood Middle Pta Association
EIN
56-2278597
Phone
9192743922
Address
204 ATHLETIC CLUB DRIVE, CLAYTON, NC 27527

Signing Officer

Name
Lori Horstmann
Title
President
Phone
9192743922
Signed
2017-10-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Lori Horstmann
Formed
2001
Legal Domicile
Nc
Voting Board Members
252
Independent Board Members
252
Employees
0
Volunteers
25

Preparer

Firm
Dollars and Sensible Accounting Inc
Address
PO BOX 643, CLAYTON, NC 27528
Preparer
Julia Dlugozima
Phone
9197630883
Raw XML AppendixShowing 400 of 403 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityCd0170
IRS990/ActivityOrMissionDesc0TO PROMOTE EDUCATION AT RIVERWOOD MIDDLE SCHOOL THROUGH VARIOUS PROGRAMS. TO REWARD EXCELLENCE IN EDUCATION AND TO ENRICH THE EDUCATION
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0352
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SANDY JONES
IRS990/BooksInCareOfDetail/PhoneNum09192808778
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0204 ATHLETIC CLUB BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027527
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt011135
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt09434
IRS990/CashNonInterestBearingGrp/BOYAmt010299
IRS990/CashNonInterestBearingGrp/EOYAmt08598
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01987
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt075804
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt072116
IRS990/CYRevenuesLessExpensesAmt0-1701
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt075804
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt074103
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROMOTE EDUCATION AT RIVERWOOD MIDDLE SCHOOL THROUGH VARIOUS PROGRAMS. TO REWARD EXCELLENCE IN EDUCATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt072921
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0845
IRS990/FeesForServicesAccountingGrp/TotalAmt0845
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form720FiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8886TFiledInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0LORI HORSTMANN
IRS990/Form990PartVIISectionAGrp/PersonNm1KIM HELMER
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNIFER NESSELRODE
IRS990/Form990PartVIISectionAGrp/PersonNm3SANDY JONES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt0252
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossReceiptsAmt074103
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0252
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0755
IRS990/InsuranceGrp/TotalAmt0755
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01635
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MissionDesc0TO PROMOTE EDUCATION AT RIVERWOOD MIDDLE SCHOOL THROUGH VARIOUS PROGRAMS. TO REWARD EXCELLENCE IN EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011135
IRS990/NetAssetsOrFundBalancesEOYAmt09434
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0275
IRS990/OfficeExpensesGrp/TotalAmt0275
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01008
IRS990/OtherExpensesGrp/ProgramServicesAmt072921
IRS990/OtherExpensesGrp/TotalAmt073929
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LORI HORSTMANN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROMOTE EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt072116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt072116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt40
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02344
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt055265
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt054055
IRS990/PYRevenuesLessExpensesAmt01134
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt055265
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt056399
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1701
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt073751
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0836
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010864
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.9676
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt010512
IRS990ScheduleA/SubstantialContributorsTotAmt0352
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02405
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010864
IRS990ScheduleA/TotalSupportAmt010864
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PART III - THERE IS NO COMPENSATION FOR ANY OFFICER OF THE PTA.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PAY DUES AND HAVE THE RIGHT TO VOTE AT ANY PTA MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF THE PTA CAN VOTE. MONTHLY MEETINGS ARE HELD AND MINUTES ARE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES ARE TAKEN AT EACH PTA MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MINUTES WERE TAKEN BY EACH COMMITTEE AND SUBMITTED TO THE PTA BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINAL 990 IS PRESENTED TO THE BOARD MEMBERS TO BE REVIEWED AND SIGNED BEFORE MAILING. THE 990 IS AVAILABLE TO ALL MEMBERS OF THE PTA UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION A, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011135
IRS990/TotalAssetsEOYAmt09434
IRS990/TotalAssetsGrp/BOYAmt011135
IRS990/TotalAssetsGrp/EOYAmt09434
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01987
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072921
IRS990/TotalFunctionalExpensesGrp/TotalAmt075804
IRS990/TotalGrossUBIAmt00
IRS990/TotalJointCostsGrp/TotalAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011135
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09434
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalProgramServiceExpensesAmt072921
IRS990/TotalProgramServiceRevenueAmt072116
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072116
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074103
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09434
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0204 ATHLETIC CLUB DRIVE
IRS990/USAddress/CityNm0CLAYTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027527
IRS990/VotingMembersGoverningBodyCnt0252
IRS990/VotingMembersIndependentCnt0252
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI HORSTMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192743922
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIVERWOOD MIDDLE PTA ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0562278597
ReturnHeader/Filer/PhoneNum09192743922
ReturnHeader/Filer/USAddress/AddressLine1Txt0204 ATHLETIC CLUB DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027527
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B5756A912A45AE0222BE94FD58B751BC000CFC43
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09999999999999999999999999999999999999999
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.4.14.89
ReturnHeader/FilingSecurityInformation/IPDt02017-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:00:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812952230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOLLARS AND SENSIBLE ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 643
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027528
ReturnHeader/PreparerPersonGrp/PhoneNum09197630883
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA DLUGOZIMA
ReturnHeader/ReturnTs02017-10-15T18:46:51-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,434
Liabilities
$0
Net assets
$9,434
Revenue
$74,103
Expenses
$75,804
Net income
-$1,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$28.2$0.00$0.97$9.00$8.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$15.7$46.7$39.1$7.58
2018Detailed filing. Detailed filing data is available for this year.$8.13$8.13$56.9$58.2$1.30
2017Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$74.1$75.8$1.70
2016Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$56.4$55.3$1.13
2015Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$61.5$65.3$3.74
2014Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$63.7$62.3$1.38
2013Summary only. Only limited summary data is available for this year.$12.4$0.00$12.4$71.3$62.0$9.35