Civic Intelligence

Daniels Middle School Ptanc Cong

990EZ • Fiscal year 2020 • EIN 57-0788190

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

2816 Oberlin RoadRaleigh, NC 27608

(919) 881-4860

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$60,731

Up $7,506 (+14%) from 2019

Net Assets

$60,731

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$71,552

Down $17,028 (-19%) from 2019

Expenses

Down

$64,046

Down $11,626 (-15%) from 2019

Net Income

Down

$7,506

Down $5,402 (-42%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $62,620Liabilities 2012: $02012Assets 2013: $59,002Liabilities 2013: $02013Assets 2014: $96,871Liabilities 2014: $02014Assets 2015: $95,252Liabilities 2015: $02015Assets 2016: $95,284Liabilities 2016: $02016Assets 2017: $88,438Liabilities 2017: $02017Assets 2018: $40,317Liabilities 2018: $02018Assets 2019: $53,225Liabilities 2019: $02019Assets 2020: $60,731Net Assets 2020: $60,7312020Assets 2021: $45,684Net Assets 2021: $45,6842021Assets 2022: $75,491Liabilities 2022: $813Net Assets 2022: $74,6782022Assets 2023: $77,228Net Assets 2023: $77,2282023Assets 2024: $43,081Net Assets 2024: $43,0812024

Highlighted filing

2020

Assets$60,731
Liabilities-
Net Assets$60,731

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $57,222Expenses 2012: $44,532Net Income 2012: $12,6902012Revenue 2013: $70,180Expenses 2013: $73,798Net Income 2013: -$3,6182013Revenue 2014: $84,501Expenses 2014: $46,632Net Income 2014: $37,8692014Revenue 2015: $76,850Expenses 2015: $78,469Net Income 2015: -$1,6192015Revenue 2016: $78,400Expenses 2016: $78,368Net Income 2016: $322016Revenue 2017: $78,893Expenses 2017: $85,739Net Income 2017: -$6,8462017Revenue 2018: $68,336Expenses 2018: $116,457Net Income 2018: -$48,1212018Revenue 2019: $88,580Expenses 2019: $75,672Net Income 2019: $12,9082019Revenue 2020: $71,552Expenses 2020: $64,046Net Income 2020: $7,5062020Revenue 2021: $53,243Expenses 2021: $68,290Net Income 2021: -$15,0472021Revenue 2022: $75,943Expenses 2022: $46,949Net Income 2022: $28,9942022Revenue 2023: $70,680Expenses 2023: $68,130Net Income 2023: $2,5502023Revenue 2024: $75,758Expenses 2024: $109,905Net Income 2024: -$34,1472024

Highlighted filing

2020

Revenue$71,552
Expenses$64,046
Net Income$7,506
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$139,149
Mission and Program Overview

Mission

Student support, enrichment & education

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT & EDUCATION-$60,767
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSAY KORNELYPresident-$0--
JESSICA LUNDGRENPresident-El-$0--
BETH PLEASANTTreasurer-$0--
BRANDY VANNOYTreasurer-El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blue Jacket Clu$116,268$116,268$64,153$52,115
Sportswear$10,741$10,741-$10,741
Total Events$132,583$132,583$67,597$64,986
Filing and Contact Details

Filer

Filer Name
Daniels Middle School Ptanc Cong
EIN
57-0788190
Phone
9198814860
Address
2816 OBERLIN ROAD, RALEIGH, NC 27608

Signing Officer

Name
Brandy Vannoy
Title
Treasurer-elect
Phone
9198814860
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Thomas J Rollins CPA
Address
3008 ANDERSON DRIVE SUITE 200, RALEIGH, NC 27609
Preparer
Thomas J Rollins
Phone
9197838484
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses curriculum support - expe 2,854 curriculum supplemental - 13,827 administration expense 3,328 agenda book - expense 3,015 athletic banquet - expens 100 school equipment 1,578 beautification 1,226 cultural arts - expense 7,150 mini grants - expense 6,105 teacher appreciation - ex 7,699 operating expense 2,279 model un 386 reflections 75 open house 589 science symposium 379 membership dues - expense 1,612 academic boosters - expen 1,782 media center 845 spiritwear 5,734 guidance - students in ne 1,261 hospitality - expense 890 robotics 332 total 63,046

Form 990-ez, Part II, Line 24

Accounts receivable 502 609 total 502 609

Raw XML Appendix180 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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060767
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt067597
IRS990EZ/SpecialEventsNetIncomeLossAmt064986
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt071552
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SALES TAX REFUND 2,920
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01572
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0706407
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CURRICULUM SUPPORT - EXPE 2,854 CURRICULUM SUPPLEMENTAL - 13,827 ADMINISTRATION EXPENSE 3,328 AGENDA BOOK - EXPENSE 3,015 ATHLETIC BANQUET - EXPENS 100 SCHOOL EQUIPMENT 1,578 BEAUTIFICATION 1,226 CULTURAL ARTS - EXPENSE 7,150 MINI GRANTS - EXPENSE 6,105 TEACHER APPRECIATION - EX 7,699 OPERATING EXPENSE 2,279 MODEL UN 386 REFLECTIONS 75 OPEN HOUSE 589 SCIENCE SYMPOSIUM 379 MEMBERSHIP DUES - EXPENSE 1,612 ACADEMIC BOOSTERS - EXPEN 1,782 MEDIA CENTER 845 SPIRITWEAR 5,734 GUIDANCE - STUDENTS IN NE 1,261 HOSPITALITY - EXPENSE 890 ROBOTICS 332 TOTAL 63,046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 502 609 TOTAL 502 609
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198814860
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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ReturnHeader/Filer/EIN0570788190
ReturnHeader/Filer/PhoneNum09198814860
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ReturnHeader/FilingSecurityInformation/IPTm010:52:32
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
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ReturnHeader/PreparerPersonGrp/PhoneNum09197838484
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-11T10:52:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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