Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 58-1595550

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 31, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

36th percentile

-2.0%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

37th percentile

-4.3%

Faster asset growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,874

Down $757 (-4.3%) from 2017

Net Assets

Down

$16,874

Down $757 (-4.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Up

$37,269

Up $9,741 (+35%) from 2017

Expenses

Up

$38,026

Up $16,814 (+79%) from 2017

Net Income

Down

-$757

Down $7,073 (-112%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2018

Assets$16,874
Liabilities$0
Net Assets$16,874
Open 2018 Filing

Operations Trend

Revenue Growth81st 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

2018

Revenue$37,269
Expenses$38,026
Net Income-$757
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 31, 2018
Return Version
2017v2.2
Gross Receipts
$59,459
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-$27,194
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE COCHRANPresident-$0--
AMANDA CROSHAWSecretary-$0--
AMANDA FORTINTreasurer-$0--
DALE YOUNTSVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Invest in a child$13,436$13,436-$13,436
Fall Festival$11,987$11,987$7,134$4,853
Total Events$58,309$58,309$22,190$36,119
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
2018-07-31

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 auditorium; auditorium update; rowan salisbury boe matching program: statesville blvd”

Form 990EZ, Part I, Line 16

“Program expenses 11023.”

Form 990EZ, Part I, Line 16

“Dues 920.”

Form 990EZ, Part I, Line 16

“Office/service charges 42.”

Form 990EZ, Part I, Line 16

“Tax Prep 425.”

Form 990EZ, Part I, Line 16

“Auditorium updates, etc 14784.”

Raw XML Appendix169 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/PersonNm0AMANDA FORTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum07049960449
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0114 Link St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rockwell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028138
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017631
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016874
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-757
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017631
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016874
IRS990EZ/FundraisingGrossIncomeAmt058309
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010832
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt059459
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01150
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017631
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016874
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017631
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016874
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/PersonNm0NATALIE COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA CROSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA FORTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DALE YOUNTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027194
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/ProgramServiceExpensesAmt027194
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022190
IRS990EZ/SpecialEventsNetIncomeLossAmt036119
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038026
IRS990EZ/TotalProgramServiceExpensesAmt027194
IRS990EZ/TotalRevenueAmt037269
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010486
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0276788
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0287274
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036177
IRS990ScheduleA/Total509Grp/TotalAmt0287274
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0287274
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022190
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Invest in a child
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt032886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058309
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036119
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015056
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022190
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MATCHING FUNDS AUDITORIUM; AUDITORIUM UPDATE; ROWAN SALISBURY BOE MATCHING PROGRAM: STATESVILLE BLVD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program expenses 11023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues 920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office/service charges 42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Tax Prep 425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Auditorium updates, etc 14784.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA FORTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042793145
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-31
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/AtSubmissionCreationDeviceId068FFFF8DFC4739D75EAA03E172C2C226B97F2750
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07342B856F20F42ED47647A53F5E784FEDFBB92A1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.10.4.106
ReturnHeader/FilingSecurityInformation/IPDt02018-08-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:56:49
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/ReturnTs02018-08-09T12:56:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,874
Liabilities
$0
Net assets
$16,874
Revenue
$37,269
Expenses
$38,026
Net income
-$757
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