Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2021 • EIN 58-1595550

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 01, 2021

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.5%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-80%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$17,182

Down $809 (-4.5%) from 2020

Net Assets

Down

$17,182

Down $809 (-4.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin21st percentile

Revenue

Down

$5,074

Down $19,921 (-80%) from 2020

Expenses

Down

$5,883

Down $22,821 (-80%) from 2020

Net Income

Up

-$809

Up $2,900 (+78%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$17,182
Liabilities$0
Net Assets$17,182
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$5,074
Expenses$5,883
Net Income-$809
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 1, 2021
Return Version
2020v4.1
Gross Receipts
$11,798
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$5,883
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda CroshawSecretary-$0--
Michele SloopVice President-$0--
Natalie CochranPresident-$0--
Amanda FortinTreasurer-$0--
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
2021-09-01

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 5116.”

Form 990EZ, Part I, Line 16

“Dues 268.”

Form 990EZ, Part I, Line 16

“Office/service charges 24.”

Form 990EZ, Part I, Line 16

“Tax Prep 475.”

Raw XML Appendix162 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/BOYAmt017991
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017182
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-809
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017991
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017182
IRS990EZ/FundraisingGrossIncomeAmt011553
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt011798
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0245
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017991
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017182
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017991
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017182
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/OtherExpensesTotalAmt05883
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/ProgramServiceExpensesAmt05883
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06724
IRS990EZ/SpecialEventsNetIncomeLossAmt04829
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05883
IRS990EZ/TotalProgramServiceExpensesAmt05883
IRS990EZ/TotalRevenueAmt05074
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0240502
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245427
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073244
IRS990ScheduleA/Total509Grp/TotalAmt0245427
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program expenses 5116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues 268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office/service charges 24.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Fortin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042793145
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-01
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/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/ReturnTs02021-09-21T11:35:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fortin
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,182
Liabilities
$0
Net assets
$17,182
Revenue
$5,074
Expenses
$5,883
Net income
-$809
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