Civic Intelligence

West Millbrook Middle School PTA

990EZ • Fiscal year 2017 • EIN 58-1646812

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

8115 Strickland RoadRaleigh, NC 27615

(919) 870-4050

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

6.7%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,644

Up $1,486 (+18%) from 2016

Net Assets

$9,644

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$22,080

Up $3,520 (+19%) from 2016

Expenses

Up

$20,594

Up $1,300 (+6.7%) from 2016

Net Income

Up

$1,486

Up $2,220 (+302%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $15,915Liabilities 2011: $02011Assets 2012: $15,767Liabilities 2012: $02012Assets 2013: $16,584Liabilities 2013: $02013Assets 2014: $16,042Liabilities 2014: $02014Assets 2015: $8,892Liabilities 2015: $02015Assets 2016: $8,158Liabilities 2016: $02016Assets 2017: $9,644Liabilities 2017: $0Net Assets 2017: $9,6442017Assets 2018: $17,419Liabilities 2018: $0Net Assets 2018: $17,4192018Assets 2019: $19,357Liabilities 2019: $0Net Assets 2019: $19,3572019Assets 2020: $30,592Liabilities 2020: $0Net Assets 2020: $30,5922020

Highlighted filing

2017

Assets$9,644
Liabilities$0
Net Assets$9,644

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $31,926Expenses 2011: $27,413Net Income 2011: $4,5132011Revenue 2012: $31,827Expenses 2012: $31,975Net Income 2012: -$1482012Revenue 2013: $30,481Expenses 2013: $29,775Net Income 2013: $7062013Revenue 2014: $31,014Expenses 2014: $31,169Net Income 2014: -$1552014Revenue 2015: $21,622Expenses 2015: $28,772Net Income 2015: -$7,1502015Revenue 2016: $18,560Expenses 2016: $19,294Net Income 2016: -$7342016Revenue 2017: $22,080Expenses 2017: $20,594Net Income 2017: $1,4862017Revenue 2018: $26,863Expenses 2018: $19,088Net Income 2018: $7,7752018Revenue 2019: $20,472Expenses 2019: $18,534Net Income 2019: $1,9382019Revenue 2020: $27,823Expenses 2020: $16,588Net Income 2020: $11,2352020

Highlighted filing

2017

Revenue$22,080
Expenses$20,594
Net Income$1,486
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$35,113
Mission and Program Overview

Mission

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Program Services

DescriptionGrantsExpenses
CURRICULUM AND TEAM ASSISTANCE FUNDS PROVIDED TO TEACHERS FOR SUPPLIES AND MATERIALS USED BY STUDENTS AND STAFF IN THE CLASSROOMS. FUNDING ALSO PROVIDED TO SUPPORT OUR SOCIAL CLUBS AND FINE ARTS AND ELECTIVES PROGRAMS AS WELL ADMINISTRATORS.$0$6,575
ADDITIONAL FUNDING PROVIDED TO SUPPORT SPECIAL PROGRAMS SUCH AS CULTURAL ARTS AND CAREER DAY.$0$6,571
RECOGNITION FUNDS PROVIDED TO STUDENTS AND STAFF FOR SUCH PROGRAMS AS STAFF APPRECIATION DAY, CUSTODIAL APPRECIATION DAY, HONOR ROLL BREAKFAST, AND CHARACTER EDUCATION AWARDS.$0$4,421
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY HODGESPresidentPT$0--
JODI BULMERCo - Vice PresidentPT$0--
BENTLEY WILLIAMSCo - Vice PresidentPT$0--
CHRISTINE GRANTHAMSecretaryPT$0--
MICHELLE MILLERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$21,272$21,272$5,145$16,127
March Madness$2,342$2,342$1,184$1,158
Total Events$26,468$26,468$8,749$17,719
Filing and Contact Details

Filer

Filer Name
Pta West Millbrook Middle School
EIN
58-1646812
Phone
9198704050
Address
8115 STRICKLAND ROAD, RALEIGH, NC 27615

Signing Officer

Name
Jessie Blalock
Title
Treasurer
Phone
9198054717
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker P a
Address
4700 FALLS OF NEUSE ROAD SUITE 400, RALEIGH, NC 27609
Preparer
Chris P Judy CPA
Phone
9195717055
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 5,390. Returns and allowances: 0. Less cost of goods sold: 4,284. Gross profit: 1,106. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 4,284. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 4,284.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: grant expenses. Amount: 1,313. Description: office expenses. Amount: 100. Description: insurance. Amount: 290. Description: grounds maintenance/campus beautification. Amount: 162. Description: programs expenses. Amount: 17,567. Description: administrative expenses. Amount: 1,147. Total to form 990-ez, line 16: 20,579.

Form 990-ez, Part II, Line 24 - Other Assets

Description: store rewards receivable. Beg. Of year amount: 0. End of year amount: 499.

Raw XML Appendix222 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JESSIE BLALOCK
IRS990EZ/BooksInCareOfDetail/PhoneNum09198054717
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO - VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO - VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0499
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020579
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN.
IRS990EZ/PrintingPublicationsPostageAmt015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULUM AND TEAM ASSISTANCE FUNDS PROVIDED TO TEACHERS FOR SUPPLIES AND MATERIALS USED BY STUDENTS AND STAFF IN THE CLASSROOMS. FUNDING ALSO PROVIDED TO SUPPORT OUR SOCIAL CLUBS AND FINE ARTS AND ELECTIVES PROGRAMS AS WELL ADMINISTRATORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECOGNITION FUNDS PROVIDED TO STUDENTS AND STAFF FOR SUCH PROGRAMS AS STAFF APPRECIATION DAY, CUSTODIAL APPRECIATION DAY, HONOR ROLL BREAKFAST, AND CHARACTER EDUCATION AWARDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ADDITIONAL FUNDING PROVIDED TO SUPPORT SPECIAL PROGRAMS SUCH AS CULTURAL ARTS AND CAREER DAY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06575
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WMMSPTA.WEEBLY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03254
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018344
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 5,390. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 4,284. GROSS PROFIT: 1,106. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 4,284. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 4,284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: GRANT EXPENSES. AMOUNT: 1,313. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 100. DESCRIPTION: INSURANCE. AMOUNT: 290. DESCRIPTION: GROUNDS MAINTENANCE/CAMPUS BEAUTIFICATION. AMOUNT: 162. DESCRIPTION: PROGRAMS EXPENSES. AMOUNT: 17,567. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,147. TOTAL TO FORM 990-EZ, LINE 16: 20,579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: STORE REWARDS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 499.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSIE BLALOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198054717
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WEST MILLBROOK MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0581646812
ReturnHeader/Filer/PhoneNum09198704050
ReturnHeader/Filer/USAddress/AddressLine1Txt08115 STRICKLAND ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027615
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB74D312144231B1B2F70583D2D0556F34228F40
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA4040B2FC238CEFC7BF0DFE72BCA9206519E5A8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.226.69.82
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:32:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561965804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS JUDY & TUCKER P A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04700 FALLS OF NEUSE ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09195717055
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS P JUDY CPA
ReturnHeader/ReturnTs02017-11-14T14:32:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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