Civic Intelligence

Vienna Elementary School PTA

990EZ • Fiscal year 2021 • EIN 58-1647014

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

1975 Chickasha DrivePfafftown, NC 27040

(336) 575-8047

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.00x

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

49%

Higher net margin than 83% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

90th percentile

88%

Faster asset growth than 90% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-29%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$44,968

Up $21,084 (+88%) from 2020

Net Assets

$44,968

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$42,715

Down $17,192 (-29%) from 2020

Expenses

Down

$21,631

Down $27,999 (-56%) from 2020

Net Income

Up

$21,084

Up $10,807 (+105%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $16,703Liabilities 2012: $02012Assets 2013: $12,914Liabilities 2013: $02013Assets 2014: $17,439Liabilities 2014: $02014Assets 2015: $18,742Liabilities 2015: $02015Assets 2016: $20,036Liabilities 2016: $02016Assets 2017: $21,755Liabilities 2017: $02017Assets 2018: $25,100Liabilities 2018: $02018Assets 2019: $13,607Liabilities 2019: $02019Assets 2020: $23,884Liabilities 2020: $02020Assets 2021: $44,968Liabilities 2021: $0Net Assets 2021: $44,9682021Assets 2022: $42,573Liabilities 2022: $0Net Assets 2022: $42,5732022Assets 2023: $14,396Liabilities 2023: $0Net Assets 2023: $14,3962023Assets 2024: $54,440Net Assets 2024: $54,4402024

Highlighted filing

2021

Assets$44,968
Liabilities$0
Net Assets$44,968

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $50,886Expenses 2012: $52,292Net Income 2012: -$1,4062012Revenue 2013: $41,055Expenses 2013: $44,844Net Income 2013: -$3,7892013Revenue 2014: $47,495Expenses 2014: $42,970Net Income 2014: $4,5252014Revenue 2015: $55,919Expenses 2015: $54,616Net Income 2015: $1,3032015Revenue 2016: $52,935Expenses 2016: $51,644Net Income 2016: $1,2912016Revenue 2017: $58,264Expenses 2017: $56,545Net Income 2017: $1,7192017Revenue 2018: $64,809Expenses 2018: $61,464Net Income 2018: $3,3452018Revenue 2019: $63,221Expenses 2019: $74,714Net Income 2019: -$11,4932019Revenue 2020: $59,907Expenses 2020: $49,630Net Income 2020: $10,2772020Revenue 2021: $42,715Expenses 2021: $21,631Net Income 2021: $21,0842021Revenue 2022: $49,977Expenses 2022: $52,372Net Income 2022: -$2,3952022Revenue 2023: $58,441Expenses 2023: $86,618Net Income 2023: -$28,1772023Revenue 2024: $86,155Expenses 2024: $46,112Net Income 2024: $40,0432024

Highlighted filing

2021

Revenue$42,715
Expenses$21,631
Net Income$21,084
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$50,004
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
TEACHER SUPPORT - TRAINING, HOSPITALITY, CLASSROOM SUPPLIES.$9,229$9,229
CLASSROOM SUPPORT MATERIALS - LIBRARY BOOKS, ART MATERIALS & SUPPLIES, CLASSROOM SOFTWARE, KINDERGARTEN CLASSROOM INITIATIVES.$5,591$9,162
STUDENT SUPPORT - INCENTIVES, STUDENT ENRICHMENT, HONORS & RECOGNITION, COMMUNITY CARES.$356$1,740
SCHOOL TECHNOLOGY - CLASSROOM TECHNOLOGY SOLUTIONS, COMPUTER SUPPLIES.$1,500$1,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN THOMPSONPresidentPT$0--
NATALIE DE LA CRUZSecretaryPT$0--
ALLIE SPAINHOURTreasurerPT$0--
AMANDA BHEDWARVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kindness Run$11,702$11,702$1,240$10,462
Total Events$11,702$11,702$1,240$10,462
Filing and Contact Details

Filer

Filer Name
Vienna Elementary School Pta
EIN
58-1647014
Phone
3365758047
Address
1975 CHICKASHA DRIVE, PFAFFTOWN, NC 27040

Signing Officer

Name
Kathleen Benson
Title
Treasurer
Phone
3365758047
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Butler Burke Llp
Address
100 CLUB OAKS COURT SUITE A, WINSTONSALEM, NC 27104
Preparer
Jane R Potter
Phone
3367682310
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Sales tax refund 162 total 162

Form 990-ez, Part I, Line 10

Name: vienna elementary school cash contribution: 16,676

Form 990-ez, Part I, Line 16

Expenses miscellaneous 3,571 school events 1,162 total 4,733

Form 990-ez, Part III, Line 31

Student support - incentives, student enrichment, honors & recognition, community cares.

Raw XML Appendix186 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MEGAN THOMPSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1NATALIE DE LA CRUZ
CompensationExplanation/CompensationExplanationGrp/PersonNm2ALLIE SPAINHOUR
CompensationExplanation/CompensationExplanationGrp/PersonNm3AMANDA BHEDWAR
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN BENSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03364035767
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01975 CHICKASHA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PFAFFTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATALIE DE LA CRUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLIE SPAINHOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA BHEDWAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04733
IRS990EZ/OtherRevenueTotalAmt0162
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt0222
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM SUPPORT MATERIALS - LIBRARY BOOKS, ART MATERIALS & SUPPLIES, CLASSROOM SOFTWARE, KINDERGARTEN CLASSROOM INITIATIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL TECHNOLOGY - CLASSROOM TECHNOLOGY SOLUTIONS, COMPUTER SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER SUPPORT - TRAINING, HOSPITALITY, CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3STUDENT SUPPORT - INCENTIVES, STUDENT ENRICHMENT, HONORS & RECOGNITION, COMMUNITY CARES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05591
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt29229
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3356
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09162
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11500
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31740
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01240
IRS990EZ/SpecialEventsNetIncomeLossAmt015834
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021631
IRS990EZ/TotalProgramServiceExpensesAmt021631
IRS990EZ/TotalRevenueAmt042715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VIENNAPTA.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 5,086
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt05086
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98620
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 162 TOTAL 162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: VIENNA ELEMENTARY SCHOOL CASH CONTRIBUTION: 16,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MISCELLANEOUS 3,571 SCHOOL EVENTS 1,162 TOTAL 4,733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT SUPPORT - INCENTIVES, STUDENT ENRICHMENT, HONORS & RECOGNITION, COMMUNITY CARES.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03365758047
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIENNA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0VIEN
ReturnHeader/Filer/EIN0581647014
ReturnHeader/Filer/PhoneNum03365758047
ReturnHeader/Filer/USAddress/AddressLine1Txt01975 CHICKASHA DRIVE
ReturnHeader/Filer/USAddress/CityNm0PFAFFTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561138530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUTLER BURKE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CLUB OAKS COURT SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027104
ReturnHeader/PreparerPersonGrp/PhoneNum03367682310
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE R POTTER
ReturnHeader/ReturnTs02022-05-16T09:54:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings