Civic Intelligence

PTA North Carolina Congress

990 • Fiscal year 2022 • EIN 57-0791044

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 29, 2022

6200 Binghan AveClemmons, NC 27012

(315) 720-4841

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

51st percentile

5.4%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1183%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$5,440

Down $1,709 (-24%) from 2021

Net Assets

Down

$5,440

Down $1,709 (-24%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$100,462

Up $92,631 (+1183%) from 2021

Expenses

Up

$95,022

Up $84,289 (+785%) from 2021

Net Income

Up

$5,440

Up $8,342 (+287%) from 2021

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $16,034Liabilities 2011: $0Net Assets 2011: $16,0342011Assets 2012: $20,564Liabilities 2012: $0Net Assets 2012: $20,5642012Assets 2013: $26,650Liabilities 2013: $0Net Assets 2013: $26,6502013Assets 2014: $14,261Liabilities 2014: $0Net Assets 2014: $14,2612014Assets 2015: $11,943Liabilities 2015: $0Net Assets 2015: $11,9432015Assets 2016: $12,864Liabilities 2016: $0Net Assets 2016: $12,8642016Assets 2017: $10,482Liabilities 2017: $0Net Assets 2017: $10,4822017Assets 2018: $10,577Liabilities 2018: $0Net Assets 2018: $10,5772018Assets 2019: $10,601Liabilities 2019: $0Net Assets 2019: $10,6012019Assets 2020: $10,051Liabilities 2020: $0Net Assets 2020: $10,0512020Assets 2021: $7,149Liabilities 2021: $0Net Assets 2021: $7,1492021Assets 2022: $5,440Liabilities 2022: $0Net Assets 2022: $5,4402022Assets 2024: $11,366Liabilities 2024: $0Net Assets 2024: $11,3662024Assets 2025: $21,483Liabilities 2025: $0Net Assets 2025: $21,4832025

Highlighted filing

2022

Assets$5,440
Liabilities$0
Net Assets$5,440

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $129,694Expenses 2011: $132,271Net Income 2011: -$2,5772011Revenue 2012: $161,148Expenses 2012: $0Net Income 2012: $161,1482012Revenue 2013: $139,019Expenses 2013: $132,932Net Income 2013: $6,0872013Revenue 2014: $123,894Expenses 2014: $141,999Net Income 2014: -$18,1052014Revenue 2015: $84,140Expenses 2015: $85,697Net Income 2015: -$1,5572015Revenue 2016: $136,140Expenses 2016: $135,473Net Income 2016: $6672016Revenue 2017: $105,781Expenses 2017: $95,298Net Income 2017: $10,4832017Revenue 2018: $83,670Expenses 2018: $88,158Net Income 2018: -$4,4882018Revenue 2019: $70,070Expenses 2019: $72,991Net Income 2019: -$2,9212019Revenue 2020: $93,175Expenses 2020: $93,725Net Income 2020: -$5502020Revenue 2021: $7,831Expenses 2021: $10,733Net Income 2021: -$2,9022021Revenue 2022: $100,462Expenses 2022: $95,022Net Income 2022: $5,4402022Revenue 2024: $89,679Expenses 2024: $78,313Net Income 2024: $11,3662024Revenue 2025: $127,560Expenses 2025: $117,443Net Income 2025: $10,1172025

Highlighted filing

2022

Revenue$100,462
Expenses$95,022
Net Income$5,440
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 29, 2022
Return Version
2021v4.2
Gross Receipts
$100,462
Mission and Program Overview

Mission

The Clemmons Elementary PTA provides parents, teachers, staff, and community members an opportunity to improve children's lives through programs, activities, and goods provided that enhance the academic experience and promote the health, education, and social concerns of all the children attending Clemmons Elementary School.

PTA to raise money for supplies and equipment needed for the school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$5,440-
Total Assets$0$5,440▲ $5,440
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$5,440-
Total Net Assets Fund Balance$0$5,440▲ $5,440
Total Liabilities and Net Assets / Fund Balance$0$5,440▲ $5,440
Compensation and Service Providers

Board Members and Trustees

NameTitle
Monica ArriagaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,462
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$5,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,022
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$95,022--$95,022
Total Functional Expenses$95,022$0$0$95,022
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Every member reviewed 990

Governing documents etc available to public Part VI line 19

All governing documents are made avaliable to the pubic

Filing and Contact Details

Filer

Filer Name
Clemmons Elementary PTA
EIN
57-0791044
Address
6200 Binghan Ave, Clemmons, NC 27012

Signing Officer

Name
Monica Arriaga
Title
Treasurer
Phone
3157204841
Signed
2022-08-29
Discuss with paid preparer
No

Organization Details

Principal Officer
Leah Smith
Formed
1985
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
7

Preparer

Firm
Will T Sumpter
Address
3439 Spencer Heights Pl, WinstonSalem, NC 27103
Preparer
Alicia Ratledge
Phone
3367749999
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

no other changes

List of other fees for services expenses Part IX line 11G

banking fees, summer spending, direct give campaign, global garden, PTA Insurance, NCPTA Dues, Attractions, Fundraiser, Book Fair, Spirit Weeks, Dineouts, Fall Festival, Sponsorships,Yearbooks all fees and expenses listed

List of other expenses Part IX line 24E

all other expenses listed

Raw XML Appendix255 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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IRS990/BooksInCareOfDetail/PersonNm0Monica Arriaga
IRS990/BooksInCareOfDetail/PhoneNum03157204841
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IRS990/DescribedInSection501c3Ind0true
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IRS990/ForeignActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0100462
IRS990/GroupExemptionNum08535
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PTA to raise money for supplies and equipment needed for the school
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt05440
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05440
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LEAH SMITH
IRS990/ProfessionalFundraisingInd0false
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05440
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0100462
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Every member reviewed 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All governing documents are made avaliable to the pubic
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4all other expenses listed
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0true
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03439 Spencer Heights Pl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WinstonSalem
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ReturnHeader/ReturnTs02022-08-30T14:22:24-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MONICA
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$1.28$1.17$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.90$0.78$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.00$0.95$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.08$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.93$0.94$0.01
2019Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.70$0.73$0.03
2018Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.84$0.88$0.04
2017Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$1.06$0.95$0.10
2016Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$1.36$1.35$0.01
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.84$0.86$0.02
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$1.24$1.42$0.18
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$1.39$1.33$0.06
2012Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.61$0.00$1.61
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$1.30$1.32$0.03