Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2020 • EIN 58-1595550

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 31, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

25th percentile

-15%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

21st percentile

-17%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$17,991

Down $3,709 (-17%) from 2019

Net Assets

Down

$17,991

Down $3,709 (-17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$24,995

Down $5,737 (-19%) from 2019

Expenses

Up

$28,704

Up $2,798 (+11%) from 2019

Net Income

Down

-$3,709

Down $8,535 (-177%) from 2019

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

2020

Assets$17,991
Liabilities$0
Net Assets$17,991

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

2020

Revenue$24,995
Expenses$28,704
Net Income-$3,709
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 31, 2020
Return Version
2019v5.1
Gross Receipts
$46,778
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$28,704
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda CroshawPresident-$0--
Ashley HugginsSecretary-$0--
Natalie CochranTreasurer-$0--
Amanda FortinVice President-$0--
Michele SloopVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Invest in a child$12,638$12,638$0$12,638
Fall Festival$10,731$10,731$2,238$8,493
Total Events$43,540$43,540$14,501$29,039
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
Vice President
Phone
7042793145
Signed
2020-08-31

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 16

Program expenses 27121.

Form 990EZ, Part I, Line 16

Dues 938.

Form 990EZ, Part I, Line 16

Office/service charges 170.

Form 990EZ, Part I, Line 16

Tax Prep 475.

Raw XML Appendix190 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/BOYAmt021700
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017991
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3709
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021700
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017991
IRS990EZ/FundraisingGrossIncomeAmt045278
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046778
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021700
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021700
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017991
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Croshaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Huggins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Natalie Cochran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amanda Fortin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michele Sloop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028704
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/ProgramServiceExpensesAmt028704
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021783
IRS990EZ/SpecialEventsNetIncomeLossAmt023495
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028704
IRS990EZ/TotalProgramServiceExpensesAmt028704
IRS990EZ/TotalRevenueAmt024995
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0293348
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0298844
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064970
IRS990ScheduleA/Total509Grp/TotalAmt0298844
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0298844
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014501
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Invest in a child
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010731
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010731
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043540
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029039
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012263
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014501
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02238
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program expenses 27121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues 938.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office/service charges 170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tax Prep 475.
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 I, Line 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Fortin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07042793145
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
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/IPv4AddressTxt070.60.103.66
ReturnHeader/FilingSecurityInformation/IPDt02020-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:36:00
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/ReturnTs02020-09-10T07:36:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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