Civic Intelligence

St James Elementary School PTA

990EZ • Fiscal year 2016 • EIN 56-2341775

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 25, 2016

1774 St James Church RdDenver, NC 28037

(704) 883-2681

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

8.8%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

84th percentile

47%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$9,596

Up $3,069 (+47%) from 2015

Net Assets

Up

$9,596

Up $3,069 (+47%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$34,797

Down $8,480 (-20%) from 2015

Expenses

Down

$31,728

Down $11,739 (-27%) from 2015

Net Income

Up

$3,069

Up $3,259 (+1715%) from 2015

Historical Trend

Balance Sheet Trend

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

$10K$5.0K$0Assets 2011: $4,086Net Assets 2011: $4,0862011Assets 2012: $5,141Net Assets 2012: $5,1412012Assets 2013: $6,905Liabilities 2013: $0Net Assets 2013: $6,9052013Assets 2014: $6,717Liabilities 2014: $0Net Assets 2014: $6,7172014Assets 2015: $6,527Liabilities 2015: $0Net Assets 2015: $6,5272015Assets 2016: $9,596Liabilities 2016: $0Net Assets 2016: $9,5962016Assets 2017: $2,625Liabilities 2017: $0Net Assets 2017: $2,6252017Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$9,596
Liabilities$0
Net Assets$9,596

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $36,553Expenses 2011: $35,110Net Income 2011: $1,4432011Revenue 2012: $38,198Expenses 2012: $37,143Net Income 2012: $1,0552012Revenue 2013: $24,917Expenses 2013: $23,153Net Income 2013: $1,7642013Revenue 2014: $42,268Expenses 2014: $42,456Net Income 2014: -$1882014Revenue 2015: $43,277Expenses 2015: $43,467Net Income 2015: -$1902015Revenue 2016: $34,797Expenses 2016: $31,728Net Income 2016: $3,0692016Revenue 2017: $50,395Expenses 2017: $57,366Net Income 2017: -$6,9712017Revenue 2019: $61,735Expenses 2019: $75,245Net Income 2019: -$13,5102019

Highlighted filing

2016

Revenue$34,797
Expenses$31,728
Net Income$3,069
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$85,864
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDED TEACHER STUDENT AND SCHOOL SUPPLIES AND SPECIAL AWARD ACTIVITIES FOR STUDENTS NOT PROVIDED BY THE SCHOOL SYSTEM$5,422$24,444
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN MUIRTreasurerPT$0--
TANIA MILLERVice President-$0--
HEATHER MYERSSecretary-$0--
PAIGE MCGUIRKPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$43,765-$11,452-
Book Fair$14,138$14,138$14,954$-816
Total Events$64,056$20,291$45,907$-25,616
Filing and Contact Details

Filer

Filer Name
St James Elementary School Pta
EIN
56-2341775
Address
1774 ST JAMES CHURCH RD, DENVER, NC 28037

Signing Officer

Name
Megan Muir
Title
Treasurer
Phone
7048832681
Signed
2016-10-25
Discuss with paid preparer
Yes

Preparer

Firm
William R McLucas CPA PLLC
Address
328 N Highway 16, Denver, NC 28037
Preparer
William R McLucas
Phone
7049661201
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez part iii - organizations primary exempt purposeprovide teacher, student, and school supplies and special award activities for students not provided by the school system

List of grants and similar amounts paid Part I line 10

Grantee st james elementary school street 1774 st james church rd city, state, zip denver, nc 28037amount 5,422

Description of other expenses Part I line 16

Description amounthospitality 1,408muffins 188instructional need 5,542saxon 6,688technology 2,172planners 2,053field dat 5445th grade 599bank fees 83copies 63insurance 315supplies 285membership dues 716teacher reimbursement 5,250

Raw XML Appendix187 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/CityNm0DENVER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSEPROVIDE TEACHER, STUDENT, AND SCHOOL SUPPLIES AND SPECIAL AWARD ACTIVITIES FOR STUDENTS NOT PROVIDED BY THE SCHOOL SYSTEM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTEE ST JAMES ELEMENTARY SCHOOL STREET 1774 ST JAMES CHURCH RD CITY, STATE, ZIP DENVER, NC 28037AMOUNT 5,422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTHOSPITALITY 1,408MUFFINS 188INSTRUCTIONAL NEED 5,542SAXON 6,688TECHNOLOGY 2,172PLANNERS 2,053FIELD DAT 5445TH GRADE 599BANK FEES 83COPIES 63INSURANCE 315SUPPLIES 285MEMBERSHIP DUES 716TEACHER REIMBURSEMENT 5,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN MUIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048832681
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JAMES ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0STJA
ReturnHeader/Filer/EIN0562341775
ReturnHeader/Filer/USAddress/AddressLine1Txt01774 ST JAMES CHURCH RD
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274635130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William R McLucas CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0328 N Highway 16
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028037
ReturnHeader/PreparerPersonGrp/PhoneNum07049661201
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William R McLucas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-09T11:01:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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