Civic Intelligence

Daniels Middle School Ptanc Cong

990EZ • Fiscal year 2023 • EIN 57-0788190

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

51st percentile

3.6%

Higher net margin than 51% 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

53rd percentile

2.3%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

36th percentile

-6.9%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Up

$77,228

Up $1,737 (+2.3%) from 2022

Net Assets

Up

$77,228

Up $2,550 (+3.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$70,680

Down $5,263 (-6.9%) from 2022

Expenses

Up

$68,130

Up $21,181 (+45%) from 2022

Net Income

Down

$2,550

Down $26,444 (-91%) from 2022

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

2023

Assets$77,228
Liabilities-
Net Assets$77,228

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

2023

Revenue$70,680
Expenses$68,130
Net Income$2,550
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$117,626
Mission and Program Overview

Mission

Student support, enrichment & education

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT & EDUCATION-$66,851
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN MAILLYPresident-$0--
JACI WHEELERVice Preside-$0--
HEATHER HORTONTreasurer-$0--
CATHY WOLFETreasurer-El-$0--
BROOKE FORKVP Membershi-$0--
CARTER GRIMESVP Fundraisi-$0--
JENI CORNAdvocacy CHA-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Booster Club$53,716$53,716$37,075$16,641
Spiritwear/conc$13,808$13,808$9,871$3,937
Total Events$67,524$67,524$46,946$20,578
Filing and Contact Details

Filer

Filer Name
Oberlin Middle School Pta
EIN
57-0788190
Phone
9198814860
Address
2816 OBERLIN ROAD, RALEIGH, NC 27608

Signing Officer

Name
Cathy Wolfe
Title
Treasurer-elect
Phone
9198814860
Signed
2024-05-09
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

Spring fundraiser spring fundraiser expense 7,775 expenses teacher appreciation - ex 8,511 robotics 524 operating expense 1,279 mini grants - expense 4,188 membership dues - expense 1,657 hospitality - expense 571 curriculum support - expe 2,710 curriculum supplemental - 7,212 cultural arts - expense 7,375 athletic banquet - expens 355 agenda book - expense 2,661 administration expense 1,806 academic honor roll - exp 2,893 battle of the books - exp 349 book fair - expenses 5,743 beautification 2,959 character education - exp 528 eighth grade celebration 7,076 pta discretionary - expen 722 outreach 1,236 total 68,130

Form 990-ez, Part II, Line 24

Accounts receivable 164 763 total 164 763

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 813 0

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09198814860
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARTER GRIMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENI CORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ADVOCACY CHA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0164
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0763
IRS990EZ/OtherExpensesTotalAmt068130
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT, ENRICHMENT & EDUCATION
IRS990EZ/ProgramServiceRevenueAmt043741
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT & EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066851
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046946
IRS990EZ/SpecialEventsNetIncomeLossAmt020578
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0813
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068130
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IRS990EZ/TotalRevenueAmt070680
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SALES TAX REFUND 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02672
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/PublicSupportTotal509Amt0582774
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117626
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013808
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046946
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037075
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPRING FUNDRAISER SPRING FUNDRAISER EXPENSE 7,775 EXPENSES TEACHER APPRECIATION - EX 8,511 ROBOTICS 524 OPERATING EXPENSE 1,279 MINI GRANTS - EXPENSE 4,188 MEMBERSHIP DUES - EXPENSE 1,657 HOSPITALITY - EXPENSE 571 CURRICULUM SUPPORT - EXPE 2,710 CURRICULUM SUPPLEMENTAL - 7,212 CULTURAL ARTS - EXPENSE 7,375 ATHLETIC BANQUET - EXPENS 355 AGENDA BOOK - EXPENSE 2,661 ADMINISTRATION EXPENSE 1,806 ACADEMIC HONOR ROLL - EXP 2,893 BATTLE OF THE BOOKS - EXP 349 BOOK FAIR - EXPENSES 5,743 BEAUTIFICATION 2,959 CHARACTER EDUCATION - EXP 528 EIGHTH GRADE CELEBRATION 7,076 PTA DISCRETIONARY - EXPEN 722 OUTREACH 1,236 TOTAL 68,130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 164 763 TOTAL 164 763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 813 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198814860
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OBERLIN MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0OBER
ReturnHeader/Filer/EIN0570788190
ReturnHeader/Filer/PhoneNum09198814860
ReturnHeader/Filer/USAddress/AddressLine1Txt02816 OBERLIN ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562045354
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS J ROLLINS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03008 ANDERSON DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197838484
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J ROLLINS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-14T14:37:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDSAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEBSTER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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