Civic Intelligence

Millis Road PTA

EIN 58-1544832 • 501(c)3 • Jamestown, NC

Profile

Pta for millis road elementary school

4310 Millis RoadJamestown, NC 27282

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

11th percentile

-83%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-23%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-21%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,471

Down $10,632 (-23%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$35,471

Down $10,632 (-23%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$12,861

Down $3,405 (-21%) from 2016

Expenses

Up

$23,493

Up $11,342 (+93%) from 2016

Net Income

Down

-$10,632

Down $14,747 (-358%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $38,674Liabilities 2011: $02011Assets 2012: $40,577Liabilities 2012: $02012Assets 2013: $46,423Net Assets 2013: $46,4232013Assets 2014: $47,074Net Assets 2014: $47,0742014Assets 2015: $41,988Net Assets 2015: $41,9882015Assets 2016: $46,103Net Assets 2016: $46,1032016Assets 2017: $35,471Net Assets 2017: $35,4712017

Highlighted filing

2017

Assets$35,471
Liabilities-
Net Assets$35,471
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $29,241Expenses 2011: $42,616Net Income 2011: -$13,3752011Revenue 2012: $26,584Expenses 2012: $24,681Net Income 2012: $1,9032012Revenue 2013: $29,749Expenses 2013: $23,903Net Income 2013: $5,8462013Revenue 2014: $18,828Expenses 2014: $18,177Net Income 2014: $6512014Revenue 2015: $10,785Expenses 2015: $15,871Net Income 2015: -$5,0862015Revenue 2016: $16,266Expenses 2016: $12,151Net Income 2016: $4,1152016Revenue 2017: $12,861Expenses 2017: $23,493Net Income 2017: -$10,6322017

Highlighted filing

2017

Revenue$12,861
Expenses$23,493
Net Income-$10,632
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,471
Liabilities
-
Net assets
$35,471
Revenue
$12,861
Expenses
$23,493
Net income
-$10,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$35.5$35.5$12.9$23.5$10.6
2016Detailed filing. Detailed filing data is available for this year.$46.1$46.1$16.3$12.2$4.12
2015Detailed filing. Detailed filing data is available for this year.$42.0$42.0$10.8$15.9$5.09
2014Detailed filing. Detailed filing data is available for this year.$47.1$47.1$18.8$18.2$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.4$46.4$29.7$23.9$5.85
2012Summary only. Only limited summary data is available for this year.$40.6$0.00$26.6$24.7$1.90
2011Summary only. Only limited summary data is available for this year.$38.7$0.00$29.2$42.6$13.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$44,461
Mission and Program Overview

Mission

Pta for millis road elementary school

The pta raises funds and accepts donations to assist the elementary school's educational mission.

Program Services

DescriptionGrantsExpenses
DONATION OF PLAYGROUND EQUIPMENT TO MILLIS ROAD ELEMENTARY SCHOOL.$13,000$13,000
ALL OTHER EXPENSES ASSOCIATED WITH PROVIDING THE SCHOOL AID IN CARRYING OUT ITS EXEMPT MISSION.-$10,493
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA HONEYCUTTPresidentPT$0--
SARA MEDLINVP-$0--
HOWA CHADHARYSecretary-$0--
ALYSON KENNEDYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$11,287$11,287$11,188$99
Attractions Boo$6,356$6,356$1,988$4,368
Total Events$17,643$17,643$13,176$4,467
Filing and Contact Details

Filer

Filer Name
Millis Road Pta
EIN
58-1544832
Phone
3368192125
Address
4310 MILLIS ROAD, JAMESTOWN, NC 27407

Signing Officer

Name
Linda Honeycutt
Title
President
Phone
3368192125
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Curry CPA Pllc
Address
3819 LAWNDALE DRIVE, GREENSBORO, NC 27455
Preparer
Laura a Curry CPA
Phone
3362823909
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Millis road elementary school 06/01/2017 4310 millis road jamestown, nc 27282 13,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses 196 410 bank fee 148 open house 86 perfect attendance 138 teacher appreciation 1,045 classroom expenses 4,828 test kits - reading 1,325 ncpta dues 732 other 348 total 9,256”

Form 990-ez, Part III

“The pta raises funds and accepts donations to assist the elementary school's educational mission.”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALYSON KENNEDY
IRS990EZ/BooksInCareOfDetail/PhoneNum03368192125
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04310 MILLIS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JAMESTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027282
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046103
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035471
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03887
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10632
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0460
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046103
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035471
IRS990EZ/FundraisingGrossIncomeAmt039137
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013000
IRS990EZ/GrossReceiptsAmt044461
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01437
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046103
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035471
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046103
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035471
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA HONEYCUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA MEDLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOWA CHADHARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALYSON KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09256
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTA RAISES FUNDS AND ACCEPTS DONATIONS TO ASSIST THE ELEMENTARY SCHOOL'S EDUCATIONAL MISSION.
IRS990EZ/PrintingPublicationsPostageAmt0777
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION OF PLAYGROUND EQUIPMENT TO MILLIS ROAD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ALL OTHER EXPENSES ASSOCIATED WITH PROVIDING THE SCHOOL AID IN CARRYING OUT ITS EXEMPT MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110493
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031600
IRS990EZ/SpecialEventsNetIncomeLossAmt07537
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023493
IRS990EZ/TotalProgramServiceExpensesAmt023493
IRS990EZ/TotalRevenueAmt012861
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566000522
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt013000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILLIS ROAD ELEMTARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MILLIS ROAD ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt013000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013176
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ATTRACTIONS BOO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017643
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04467
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013176
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011188
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MILLIS ROAD ELEMENTARY SCHOOL 06/01/2017 4310 MILLIS ROAD JAMESTOWN, NC 27282 13,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 196 410 BANK FEE 148 OPEN HOUSE 86 PERFECT ATTENDANCE 138 TEACHER APPRECIATION 1,045 CLASSROOM EXPENSES 4,828 TEST KITS - READING 1,325 NCPTA DUES 732 OTHER 348 TOTAL 9,256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTA RAISES FUNDS AND ACCEPTS DONATIONS TO ASSIST THE ELEMENTARY SCHOOL'S EDUCATIONAL MISSION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HONEYCUTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03368192125
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILLIS ROAD PTA
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0581544832
ReturnHeader/Filer/PhoneNum03368192125
ReturnHeader/Filer/USAddress/AddressLine1Txt04310 MILLIS ROAD
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027407
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D2915D006400E15D53FB2E5503BF5D3F78CFCFD1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE3B73B1424C1F055443FAE39BA7F640F605EB76
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814962514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CURRY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03819 LAWNDALE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027455
ReturnHeader/PreparerPersonGrp/PhoneNum03362823909
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA A CURRY CPA
ReturnHeader/ReturnTs02017-11-09T11:39:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits