Civic Intelligence

Riverwood Middle School Ptsa

990EZ • Fiscal year 2019 • EIN 56-2278597

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 03, 2019

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

Score unavailable

No value available

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

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

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.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

93%

Faster asset growth than 91% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-18%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,712

Up $7,579 (+93%) from 2018

Net Assets

Up

$15,712

Up $7,579 (+93%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$46,658

Down $10,285 (-18%) from 2018

Expenses

Down

$39,079

Down $19,165 (-33%) from 2018

Net Income

Up

$7,579

Up $8,880 (+683%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2019

Assets$15,712
Liabilities-
Net Assets$15,712
Open 2019 Filing

Operations Trend

Revenue Growth23rd 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

2019

Revenue$46,658
Expenses$39,079
Net Income$7,579
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 3, 2019
Return Version
2018v3.1
Gross Receipts
$46,658
Mission and Program Overview

Mission

To promote education at riverwood middle school

Program Services

DescriptionGrantsExpenses
TO PROMOTE EDUCATION AT RIVERWOOD MIDDLE SCHOOL$0$36,755
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA MALLIONPresidentPT$0--
MICHELLE NEALVice President-$0--
JAMEL GRIMMICKSecretary-$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
2019-10-03
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 8

“Other Revenue: MISC Amount: 339”

Part I, line 16

“Description: INSURANCE Amount: 660”

Part I, line 16

“Description: PTA MEMBERSHIP FEES Amount: 1068”

Part I, line 16

“Description: PROGRAM EXPENSES Amount: 36755”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BONNIE 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/BOYAmt08133
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015712
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07579
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08133
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015712
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046658
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01855
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08133
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015712
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08133
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015712
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/PersonNm0SARA MALLION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMEL GRIMMICK
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/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt038483
IRS990EZ/OtherRevenueTotalAmt0339
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATION AT RIVERWOOD MIDDLE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0596
IRS990EZ/ProgramServiceRevenueAmt044464
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE EDUCATION AT RIVERWOOD MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036755
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039079
IRS990EZ/TotalProgramServiceExpensesAmt036755
IRS990EZ/TotalRevenueAmt046658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010318
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt010318
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02155
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010318
IRS990ScheduleA/TotalSupportAmt010318
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS DO NOT RECEIVE ANY FORM OF COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Revenue: MISC Amount: 339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: INSURANCE Amount: 660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: PTA MEMBERSHIP FEES Amount: 1068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: PROGRAM EXPENSES Amount: 36755
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09192743922
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-03
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/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/PreparationDt02019-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE S HENDERSON
ReturnHeader/ReturnTs02019-10-03T11:41:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,712
Liabilities
-
Net assets
$15,712
Revenue
$46,658
Expenses
$39,079
Net income
$7,579
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • NTEE B94 • <$500k nonprofits