Civic Intelligence

Carpenter Elementary School PTA

990EZ • Fiscal year 2023 • EIN 56-2590559

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 24, 2023

2100 Morrisville PkwyCary, NC 27519

(000) 000-0000

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

88th percentile

43%

Higher net margin than 88% 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

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

14th percentile

-42%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Up

$53,670

Up $15,308 (+40%) from 2022

Net Assets

Up

$53,670

Up $15,308 (+40%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$35,641

Down $25,714 (-42%) from 2022

Expenses

Down

$20,334

Down $24,681 (-55%) from 2022

Net Income

Down

$15,307

Down $1,033 (-6.3%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $32,085Liabilities 2010: $02010Assets 2011: $3,460Liabilities 2011: $02011Assets 2012: $13,189Liabilities 2012: $0Net Assets 2012: $13,1892012Assets 2013: $13,648Liabilities 2013: $0Net Assets 2013: $13,6482013Assets 2014: $30,694Liabilities 2014: $02014Assets 2015: $57,325Liabilities 2015: $02015Assets 2016: $55,735Liabilities 2016: $02016Assets 2017: $55,393Liabilities 2017: $02017Assets 2022: $38,362Liabilities 2022: $0Net Assets 2022: $38,3622022Assets 2023: $53,670Liabilities 2023: $0Net Assets 2023: $53,6702023Assets 2024: $37,431Liabilities 2024: $0Net Assets 2024: $37,4312024Assets 2025: $36,688Liabilities 2025: $0Net Assets 2025: $36,6882025

Highlighted filing

2023

Assets$53,670
Liabilities$0
Net Assets$53,670

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $23,500Expenses 2010: $30,568Net Income 2010: -$7,0682010Revenue 2011: $64,459Expenses 2011: $93,084Net Income 2011: -$28,6252011Revenue 2012: $72,142Expenses 2012: $62,414Net Income 2012: $9,7282012Revenue 2013: $61,127Expenses 2013: $60,668Net Income 2013: $4592013Revenue 2014: $69,575Expenses 2014: $52,529Net Income 2014: $17,0462014Revenue 2015: $88,360Expenses 2015: $61,744Net Income 2015: $26,6162015Revenue 2016: $99,770Expenses 2016: $101,995Net Income 2016: -$2,2252016Revenue 2017: $83,808Expenses 2017: $100,859Net Income 2017: -$17,0512017Revenue 2022: $61,355Expenses 2022: $45,015Net Income 2022: $16,3402022Revenue 2023: $35,641Expenses 2023: $20,334Net Income 2023: $15,3072023Revenue 2024: $46,402Expenses 2024: $62,642Net Income 2024: -$16,2402024Revenue 2025: $39,594Expenses 2025: $40,337Net Income 2025: -$7432025

Highlighted filing

2023

Revenue$35,641
Expenses$20,334
Net Income$15,307
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$65,984
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy MunnPresident-$0--
Stefanie LogueVice President-$0--
Sandra FoglemanSecretary-$0--
Jennifer BurgeTreasurerPT$0--
Leslie CramerAudit Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$0$0$0$0
Event 2$0$0$0$0
Total Events$0$0$0$0
Filing and Contact Details

Filer

Filer Name
Carpenter Elementary School Pta
EIN
56-2590559
Phone
0000000000
Address
2100 MORRISVILLE PKWY, CARY, NC 27519

Signing Officer

Name
Jennifer Burge
Title
PTA Treasurer
Phone
0000000000
Signed
2023-10-24
Supplemental Narrative

Additional Explanations

Schedule O:

Part 1.10 Beginning of year grants for teachers to purchase learning resources, books, manipulatives, etc. for classrooms. End of year grants to purchase technology and educational materials for students on all grade levels. Part 1.16 Funds used to carry out the child advocacy purposes of the PTA and general operations expenses included outdoor science center, community outreach, cultural arts programs, fifth grade celebration, field day, kindergarten parent breakfast, and teacher appreciation. Part 3 Programs offered to carry out the child advocacy purposes of the PTA

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.10 Beginning of year grants for teachers to purchase learning resources, books, manipulatives, etc. for classrooms. End of year grants to purchase technology and educational materials for students on all grade levels. Part 1.16 Funds used to carry out the child advocacy purposes of the PTA and general operations expenses included outdoor science center, community outreach, cultural arts programs, fifth grade celebration, field day, kindergarten parent breakfast, and teacher appreciation. Part 3 Programs offered to carry out the child advocacy purposes of the PTA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Burge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARPENTER ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0562590559
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 MORRISVILLE PKWY
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027519
ReturnHeader/ReturnTs02023-10-24T17:30:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burge
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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