Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 58-1595550

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 28, 2017

Organization ProfileN/A
114 Link StRockwell, NC 28138

(704) 279-3145

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,631

Up $6,316 (+56%) from 2016

Net Assets

$17,631

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$27,528

Up $7,896 (+40%) from 2016

Expenses

Up

$21,212

Up $4,159 (+24%) from 2016

Net Income

Up

$6,316

Up $3,737 (+145%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2017

Assets$17,631
Liabilities$0
Net Assets$17,631
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$27,528
Expenses$21,212
Net Income$6,316
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 28, 2017
Return Version
2016v3.0
Gross Receipts
$73,244
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-$11,212
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
K BRIANNE F LENTZPresident-$0--
STACY CAUBLESecretary-$0--
JENNIFER YOSTTreasurer-$0--
MELISSA COFFEYVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wrapping paper$22,028$22,028$13,217$8,811
Yankee Candles$10,018$10,018$6,011$4,007
Total Events$72,444$72,444$45,716$26,728
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
Jennifer Yost
Title
Treasurer
Phone
7042793145
Signed
2017-07-28

Preparer

Firm
Trexler Watson Thompson & Dunn PLLC
Address
219 Statesville Blvd, Salisbury, NC 28144-2313
Preparer
Leon E Trexler
Phone
7046338833
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Matching funds playground; playground update; rowan salisbury boe matching program: statesville blvd”

Form 990EZ, Part I, Line 16

“Program expenses 9706.”

Form 990EZ, Part I, Line 16

“Dues 725.”

Form 990EZ, Part I, Line 16

“Office/service charges 306.”

Form 990EZ, Part I, Line 16

“Tax Prep 475.”

Raw XML Appendix167 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/PersonNm0JENNIFER YOST
IRS990EZ/BooksInCareOfDetail/PhoneNum07042249558
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0114 Link St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rockwell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028138
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011315
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017631
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06316
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011315
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017631
IRS990EZ/FundraisingGrossIncomeAmt072444
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt073244
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011315
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017631
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011315
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017631
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/PersonNm0K BRIANNE F LENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACY CAUBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER YOST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA COFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011212
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011212
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045716
IRS990EZ/SpecialEventsNetIncomeLossAmt026728
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021212
IRS990EZ/TotalProgramServiceExpensesAmt011212
IRS990EZ/TotalRevenueAmt027528
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013500
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042972
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0261451
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0274951
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047136
IRS990ScheduleA/Total509Grp/TotalAmt0274951
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0274951
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045716
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wrapping paper
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Yankee Candles
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt040398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072444
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026728
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt026488
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045716
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013217
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MATCHING FUNDS PLAYGROUND; PLAYGROUND UPDATE; ROWAN SALISBURY BOE MATCHING PROGRAM: STATESVILLE BLVD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program expenses 9706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues 725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office/service charges 306.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Tax Prep 475.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER YOST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042793145
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-28
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06A427A33B26EF5E1532B665E727CA228ABAD76C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07342B856F20F42ED47647A53F5E784FEDFBB92A1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.10.4.107
ReturnHeader/FilingSecurityInformation/IPDt02017-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:13:21
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/ZIPCd0281442313
ReturnHeader/PreparerPersonGrp/PhoneNum07046338833
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEON E TREXLER
ReturnHeader/ReturnTs02017-08-15T10:13:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,631
Liabilities
$0
Net assets
$17,631
Revenue
$27,528
Expenses
$21,212
Net income
$6,316
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