Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2019 • EIN 58-1595550

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 28, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$21,700

Up $4,826 (+29%) from 2018

Net Assets

Up

$21,700

Up $4,826 (+29%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$30,732

Down $6,537 (-18%) from 2018

Expenses

Down

$25,906

Down $12,120 (-32%) from 2018

Net Income

Up

$4,826

Up $5,583 (+738%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$21,700
Liabilities$0
Net Assets$21,700

Operations Trend

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

2019

Revenue$30,732
Expenses$25,906
Net Income$4,826
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 28, 2019
Return Version
2018v3.1
Gross Receipts
$54,393
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$20,287
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Invest in a child$15,000$15,000$0$15,000
Fall Festival$12,000$12,000$1,994$10,006
Total Events$42,400$42,400$16,139$26,261
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
2019-08-28

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; Matching Funds; Rowan Salisbury BOE Matching: Statesville Blvd, Salisbury, NC, 28144; None, 5619.

Form 990EZ, Part I, Line 16

Program expenses 18394.

Form 990EZ, Part I, Line 16

Dues 1184.

Form 990EZ, Part I, Line 16

Office/service charges 209.

Form 990EZ, Part I, Line 16

Tax Prep 500.

Raw XML Appendix187 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/BOYAmt016874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04826
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021700
IRS990EZ/FundraisingGrossIncomeAmt052918
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05619
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt054393
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01475
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021700
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021700
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/PersonNm0Natalie Cochran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amanda Croshaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Fortin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Elizabeth Yontz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020287
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/ProgramServiceExpensesAmt020287
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023661
IRS990EZ/SpecialEventsNetIncomeLossAmt029257
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025906
IRS990EZ/TotalProgramServiceExpensesAmt020287
IRS990EZ/TotalRevenueAmt030732
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07676
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt049744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0297814
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0305490
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053424
IRS990ScheduleA/Total509Grp/TotalAmt0305490
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0305490
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016139
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Invest in a child
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026261
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014145
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01994
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Matching Funds; Matching Funds; Rowan Salisbury BOE Matching: Statesville Blvd, Salisbury, NC, 28144; None, 5619.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program expenses 18394.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues 1184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office/service charges 209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Tax Prep 500.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Fortin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042793145
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-28
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/AtSubmissionCreationDeviceId068FFFF8DFC4739D75EAA03E172C2C226B97F2750
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C4013A59D4B67A7E0101C00071C93BEA8CB7835
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.103.66
ReturnHeader/FilingSecurityInformation/IPDt02019-09-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:07:18
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/ReturnTs02019-09-09T11:07:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings