Civic Intelligence

Riverwood Middle PTA Association

EIN 56-2278597 • 501(c)3 • Clayton, NC

Profile

To promote education at riverwood middle school through various programs. To reward excellence in education.

204 Athletic Club DriveClayton, NC 27527
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

1st percentile

-824%

Higher net margin than 1% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

34%

Faster asset growth than 78% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

1st percentile

-86%

Faster revenue growth than 1% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,231

Up $12,519 (+80%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$974

Down $45,684 (-98%) from 2019

Expenses

Down

$9,003

Down $30,076 (-77%) from 2019

Net Income

Down

-$8,029

Down $15,608 (-206%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2021

Assets$28,231
Liabilities$0
Net Assets-
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest 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

2021

Revenue$974
Expenses$9,003
Net Income-$8,029
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$28,231
Liabilities
$0
Net assets
-
Revenue
$974
Expenses
$9,003
Net income
-$8,029
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Detailed Filing

The latest 2021 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 26, 2018
Return Version
2017v2.2
Gross Receipts
$56,943
Mission and Program Overview

Mission

To promote education at riverwood middle school

Program Services

DescriptionGrantsExpenses
To promote educatin at Riverwood Middle School through various programs. To reward excellence in education.-$56,131
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI HORSTMANNPresidentPT$0--
KIM HELMERVice President-$0--
SARA MILLIONSecretary-$0--
BONNIE WALLACETreasurerPT$0--
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
Bonnie Wallace
Title
Treasurer
Phone
9192743922
Signed
2018-09-26
Discuss with paid preparer
No

Preparer

Firm
Bsh Accountants
Address
946 VANDORA SPRINGS ROAD, GARNER, NC 27529
Preparer
Bonnie S Henderson
Phone
9197799615
Supplemental Narrative

Additional Explanations

Form 990-ez, Part IV

“Officers do not receive any form of compensation.”

Part I, line 16

“Description: INSURANCE Amount: 660”

Part I, line 16

“Description: PTA MEMBERSHIP FEES Amount: 660”

Part I, line 16

“Description: PROGRAM EXPENSES Amount: 56131”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BONNIE WALLACE
IRS990EZ/BooksInCareOfDetail/PhoneNum09196340805
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0204 ATHLETIC CLUB DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027527
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09434
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08133
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0555
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1301
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09434
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08133
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt056943
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01083
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09434
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08133
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09434
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08133
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI HORSTMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM HELMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA MILLION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BONNIE WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt057451
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATION AT RIVERWOOD MIDDLE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt018
IRS990EZ/ProgramServiceRevenueAmt055305
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote educatin at Riverwood Middle School through various programs. To reward excellence in education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056131
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058244
IRS990EZ/TotalProgramServiceExpensesAmt056131
IRS990EZ/TotalRevenueAmt056943
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010097
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.9676
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt010097
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01973
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010097
IRS990ScheduleA/TotalSupportAmt010097
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Officers do not receive any form of compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: INSURANCE Amount: 660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: PTA MEMBERSHIP FEES Amount: 660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: PROGRAM EXPENSES Amount: 56131
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09192743922
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
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/FederalOriginalSubmissionId069966220182694074732
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-09-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.3.175.219
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:00:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453608619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BSH ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0946 VANDORA SPRINGS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027529
ReturnHeader/PreparerPersonGrp/PhoneNum09197799615
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE S HENDERSON
ReturnHeader/ReturnTs02018-09-27T12:22:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits