Civic Intelligence

Farmington Woods Elementary School PTA

990EZ • Fiscal year 2024 • EIN 58-1646809

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

1413 Hampton Valley RoadCary, NC 27511

(919) 460-3469

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

4.2%

Higher net margin than 52% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

4.8%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$56,351

Up $2,573 (+4.8%) from 2023

Net Assets

Up

$56,351

Up $2,573 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$61,988

Down $7,866 (-11%) from 2023

Expenses

Down

$59,415

Down $28,606 (-32%) from 2023

Net Income

Up

$2,573

Up $20,740 (+114%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $17,271Liabilities 2010: $02010Assets 2011: $17,271Liabilities 2011: $02011Assets 2012: $15,960Liabilities 2012: $02012Assets 2013: $32,296Liabilities 2013: $02013Assets 2014: $27,013Liabilities 2014: $02014Assets 2015: $27,157Liabilities 2015: $02015Assets 2016: $23,982Liabilities 2016: $02016Assets 2017: $37,871Liabilities 2017: $02017Assets 2018: $35,335Liabilities 2018: $02018Assets 2019: $44,041Liabilities 2019: $02019Assets 2020: $46,438Liabilities 2020: $02020Assets 2021: $34,421Liabilities 2021: $02021Assets 2022: $71,945Liabilities 2022: $0Net Assets 2022: $71,9452022Assets 2023: $53,778Liabilities 2023: $0Net Assets 2023: $53,7782023Assets 2024: $56,351Liabilities 2024: $0Net Assets 2024: $56,3512024Assets 2025: $46,377Liabilities 2025: $0Net Assets 2025: $46,3772025

Highlighted filing

2024

Assets$56,351
Liabilities$0
Net Assets$56,351

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $48,872Expenses 2010: $51,239Net Income 2010: -$2,3672010Revenue 2011: $48,273Expenses 2011: $51,239Net Income 2011: -$2,9662011Revenue 2012: $43,007Expenses 2012: $36,534Net Income 2012: $6,4732012Revenue 2013: $50,993Expenses 2013: $34,657Net Income 2013: $16,3362013Revenue 2014: $46,621Expenses 2014: $51,903Net Income 2014: -$5,2822014Revenue 2015: $48,214Expenses 2015: $48,070Net Income 2015: $1442015Revenue 2016: $46,761Expenses 2016: $49,936Net Income 2016: -$3,1752016Revenue 2017: $48,937Expenses 2017: $35,048Net Income 2017: $13,8892017Revenue 2018: $37,431Expenses 2018: $39,966Net Income 2018: -$2,5352018Revenue 2019: $63,798Expenses 2019: $55,092Net Income 2019: $8,7062019Revenue 2020: $58,233Expenses 2020: $55,836Net Income 2020: $2,3972020Revenue 2021: $15,127Expenses 2021: $27,144Net Income 2021: -$12,0172021Revenue 2022: $66,102Expenses 2022: $28,579Net Income 2022: $37,5232022Revenue 2023: $69,854Expenses 2023: $88,021Net Income 2023: -$18,1672023Revenue 2024: $61,988Expenses 2024: $59,415Net Income 2024: $2,5732024Revenue 2025: $78,652Expenses 2025: $88,626Net Income 2025: -$9,9742025

Highlighted filing

2024

Revenue$61,988
Expenses$59,415
Net Income$2,573
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.0
Gross Receipts
$90,764
Mission and Program Overview

Mission

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Classroom, teacher, library, and curriculum support$0$26,867
Family engagement and community building$0$11,889
Equipment updates, school maintenance, playground, and community garden work$0$11,145
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tonia PercyPresidentPT$0--
Jennifer LietzkeTreasurerPT$0--
Leah Catherine SeatonVice PresidentPT$0--
Robert EplerVice President ProgramsPT$0--
Meredith WilsonVice President ServicesPT$0--
Rochelle RothVice President Ways And MeansPT$0--
Sarah BarrettSecretaryPT$0--
Emily RolandAuditor-$0--
Winston PiercePrincipal-$0--
Christine ZaccardiStaff Representative-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$59,345$59,345$23,735$35,610
Other Fundraisers$10,581$10,581$332$10,249
Total Events$69,926$69,926$24,067$45,859
Filing and Contact Details

Filer

Filer Name
Farmington Woods Elementary School Pta
EIN
58-1646809
Phone
9194603469
Address
1413 HAMPTON VALLEY ROAD, CARY, NC 27511

Signing Officer

Name
Jennifer Lietzke
Title
Treasurer
Phone
9196220857
Signed
2024-11-07
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Store loyalty rewards,1962.49 Spirit rock, 1125.00, Spirit nights, 1830.75, Other givebacks such as food trucks, 4088.85

Form 990-EZ, Part I, Line 10

Curriculum support 7920.00, Inquiry Center 4979.34, Technology needs 5590.55, Teacher supply grants 10512.38, Cultural arts performances 4395.00, Family engagement events 3810.50, Field day activities 2076.13, Equipment updates 3443.47, Community garden and campus cleanup 1396.05, Advocacy and DEI events 1616.88, PBIS student rewards 1282.73, Bear Paws and other student support 3193.01, Other programs 408.52

Form 990-EZ, Part I, Line 16

Hospitality 5598.20, Family engagement 1251.26, Staff appreciation 1075.36, Administrative 783.29

Raw XML Appendix308 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024067
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069926
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045859
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024067
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023735
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0332
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Store loyalty rewards,1962.49 Spirit rock, 1125.00, Spirit nights, 1830.75, Other givebacks such as food trucks, 4088.85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Curriculum support 7920.00, Inquiry Center 4979.34, Technology needs 5590.55, Teacher supply grants 10512.38, Cultural arts performances 4395.00, Family engagement events 3810.50, Field day activities 2076.13, Equipment updates 3443.47, Community garden and campus cleanup 1396.05, Advocacy and DEI events 1616.88, PBIS student rewards 1282.73, Bear Paws and other student support 3193.01, Other programs 408.52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality 5598.20, Family engagement 1251.26, Staff appreciation 1075.36, Administrative 783.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Lietzke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09196220857
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FARMINGTON WOODS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0FARM
ReturnHeader/Filer/EIN0581646809
ReturnHeader/Filer/PhoneNum09194603469
ReturnHeader/Filer/USAddress/AddressLine1Txt01413 HAMPTON VALLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027511
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-07T14:43:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$78.7$88.6$9.97
2024Detailed filing. Detailed filing data is available for this year.$56.4$0.00$56.4$62.0$59.4$2.57
2023Detailed filing. Detailed filing data is available for this year.$53.8$0.00$53.8$69.9$88.0$18.2
2022Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$66.1$28.6$37.5
2021Summary only. Only limited summary data is available for this year.$34.4$0.00$15.1$27.1$12.0
2020Summary only. Only limited summary data is available for this year.$46.4$0.00$58.2$55.8$2.40
2019Summary only. Only limited summary data is available for this year.$44.0$0.00$63.8$55.1$8.71
2018Summary only. Only limited summary data is available for this year.$35.3$0.00$37.4$40.0$2.54
2017Summary only. Only limited summary data is available for this year.$37.9$0.00$48.9$35.0$13.9
2016Summary only. Only limited summary data is available for this year.$24.0$0.00$46.8$49.9$3.18
2015Summary only. Only limited summary data is available for this year.$27.2$0.00$48.2$48.1$0.14
2014Summary only. Only limited summary data is available for this year.$27.0$0.00$46.6$51.9$5.28
2013Summary only. Only limited summary data is available for this year.$32.3$0.00$51.0$34.7$16.3
2012Summary only. Only limited summary data is available for this year.$16.0$0.00$43.0$36.5$6.47
2011Summary only. Only limited summary data is available for this year.$17.3$0.00$48.3$51.2$2.97
2010Summary only. Only limited summary data is available for this year.$17.3$0.00$48.9$51.2$2.37