Civic Intelligence

Rockwell Elementary PTA

EIN 58-1595550 • 501(c)3 • Rockwell, NC

Profile

provide support to teachers and enhance educational activities for elementary students

114 Link StRockwell, NC 28138

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

19th percentile

-31%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-19%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

93rd percentile

125%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,270

Down $5,912 (-34%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$11,270

Down $5,912 (-34%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Up

$25,633

Up $20,559 (+405%) from 2021

Expenses

Up

$33,471

Up $27,588 (+469%) from 2021

Net Income

Down

-$7,838

Down $7,029 (-869%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$30K$20K$10K$0Assets 2010: $7,005Net Assets 2010: $7,0052010Assets 2011: $9,764Liabilities 2011: $0Net Assets 2011: $9,7642011Assets 2012: $15,373Liabilities 2012: $02012Assets 2013: $12,715Liabilities 2013: $02013Assets 2014: $10,065Liabilities 2014: $02014Assets 2015: $8,736Liabilities 2015: $02015Assets 2016: $11,315Liabilities 2016: $02016Assets 2017: $17,631Liabilities 2017: $0Net Assets 2017: $17,6312017Assets 2018: $16,874Liabilities 2018: $0Net Assets 2018: $16,8742018Assets 2019: $21,700Liabilities 2019: $0Net Assets 2019: $21,7002019Assets 2020: $17,991Liabilities 2020: $0Net Assets 2020: $17,9912020Assets 2021: $17,182Liabilities 2021: $0Net Assets 2021: $17,1822021Assets 2023: $11,270Liabilities 2023: $0Net Assets 2023: $11,2702023

Highlighted filing

2023

Assets$11,270
Liabilities$0
Net Assets$11,270
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$40K$20K$0-$20KRevenue 2010: $15,896Expenses 2010: $17,842Net Income 2010: -$1,9462010Revenue 2011: $21,062Expenses 2011: $18,303Net Income 2011: $2,7592011Revenue 2012: $24,713Expenses 2012: $19,104Net Income 2012: $5,6092012Revenue 2013: $23,042Expenses 2013: $25,700Net Income 2013: -$2,6582013Revenue 2014: $15,433Expenses 2014: $18,083Net Income 2014: -$2,6502014Revenue 2015: $25,583Expenses 2015: $26,912Net Income 2015: -$1,3292015Revenue 2016: $19,632Expenses 2016: $17,053Net Income 2016: $2,5792016Revenue 2017: $27,528Expenses 2017: $21,212Net Income 2017: $6,3162017Revenue 2018: $37,269Expenses 2018: $38,026Net Income 2018: -$7572018Revenue 2019: $30,732Expenses 2019: $25,906Net Income 2019: $4,8262019Revenue 2020: $24,995Expenses 2020: $28,704Net Income 2020: -$3,7092020Revenue 2021: $5,074Expenses 2021: $5,883Net Income 2021: -$8092021Revenue 2023: $25,633Expenses 2023: $33,471Net Income 2023: -$7,8382023

Highlighted filing

2023

Revenue$25,633
Expenses$33,471
Net Income-$7,838
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,270
Liabilities
$0
Net assets
$11,270
Revenue
$25,633
Expenses
$33,471
Net income
-$7,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$25.6$33.5$7.84
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$5.07$5.88$0.81
2020Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$25.0$28.7$3.71
2019Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$30.7$25.9$4.83
2018Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$37.3$38.0$0.76
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$27.5$21.2$6.32
2016Summary only. Only limited summary data is available for this year.$11.3$0.00$19.6$17.1$2.58
2015Summary only. Only limited summary data is available for this year.$8.74$0.00$25.6$26.9$1.33
2014Summary only. Only limited summary data is available for this year.$10.1$0.00$15.4$18.1$2.65
2013Summary only. Only limited summary data is available for this year.$12.7$0.00$23.0$25.7$2.66
2012Summary only. Only limited summary data is available for this year.$15.4$0.00$24.7$19.1$5.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.76$0.00$9.76$21.1$18.3$2.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.01$7.01$15.9$17.8$1.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 22, 2023
Return Version
2022v5.0
Gross Receipts
$58,259
Mission and Program Overview

Mission

provide support to teachers and enhance educational activities for elementary students

Program Services

DescriptionGrantsExpenses
Purchase teaching supplies and support parents/teachers/student interaction, support upgrades to auditorium$0$33,471
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda CroshawSecretary-$0--
Michele SloopVice President-$0--
Natalie CochranPresident-$0--
Amanda FortinTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Invest in a child$22,837$22,837$0$22,837
Book Fair$13,828$13,828$10,406$3,422
Total Events$58,259$58,259$32,626$25,633
Filing and Contact Details

Filer

Filer Name
Rockwell Elementary PTA
EIN
58-1595550
Phone
7042793145
Address
114 Link St, Rockwell, NC 28138

Signing Officer

Name
Amanda Fortin
Title
Treasurer
Phone
7042793145
Signed
2023-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Trexler Watson Thompson & Dunn PLLC
Address
219 Statesville Blvd, Salisbury, NC 28144
Preparer
Leon E Trexler
Phone
7046338833
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Program expenses 33238.”

Form 990EZ, Part I, Line 16

“Office/service charges 50.”

Form 990EZ, Part I, Line 16

“Tax Prep 183.”

Form 990EZ, Part II, Line 24

“Advance made to Rockwell Elementary- to be repaid 0. 1405.”

Raw XML Appendix181 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/PhoneNum07049960449
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rockwell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028138
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09865
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7838
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019108
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011270
IRS990EZ/FundraisingGrossIncomeAmt058259
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt058259
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019108
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011270
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Croshaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michele Sloop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Natalie Cochran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amanda Fortin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01405
IRS990EZ/OtherExpensesTotalAmt033471
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provide support to teachers and enhance educational activities for elementary students
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchase teaching supplies and support parents/teachers/student interaction, support upgrades to auditorium
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033471
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032626
IRS990EZ/SpecialEventsNetIncomeLossAmt025633
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033471
IRS990EZ/TotalProgramServiceExpensesAmt033471
IRS990EZ/TotalRevenueAmt025633
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058259
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0188008
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0190983
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054393
IRS990ScheduleA/Total509Grp/TotalAmt0190983
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190983
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032626
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Invest in a child
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058259
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058259
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025633
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022220
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032626
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010406
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program expenses 33238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office/service charges 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Tax Prep 183.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advance made to Rockwell Elementary- to be repaid 0. 1405.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Fortin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042793145
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rockwell Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0581595550
ReturnHeader/Filer/PhoneNum07042793145
ReturnHeader/Filer/USAddress/AddressLine1Txt0114 Link St
ReturnHeader/Filer/USAddress/CityNm0Rockwell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028138
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561239872
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trexler Watson Thompson & Dunn PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0219 Statesville Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salisbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028144
ReturnHeader/PreparerPersonGrp/PhoneNum07046338833
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEON E TREXLER
ReturnHeader/ReturnTs02023-09-07T06:34:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fortin
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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