Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2022 • EIN 82-5355103

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 02, 2022

7701 Humie Olive RdApex, NC 27502

(919) 787-0534

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

40th percentile

-0.0%

Higher net margin than 40% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

44th percentile

2.4%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Up

$28,025

Up $406 (+1.5%) from 2020

Net Assets

Up

$28,025

Up $407 (+1.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$66,868

Up $3,100 (+4.9%) from 2020

Expenses

Up

$66,891

Up $21,715 (+48%) from 2020

Net Income

Down

-$23

Down $18,615 (-100%) from 2020

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2020: $27,619Liabilities 2020: $0Net Assets 2020: $27,6182020Assets 2022: $28,025Liabilities 2022: $0Net Assets 2022: $28,0252022Assets 2023: $21,113Liabilities 2023: $0Net Assets 2023: $21,1132023Assets 2024: $23,818Liabilities 2024: $0Net Assets 2024: $23,8182024

Highlighted filing

2022

Assets$28,025
Liabilities$0
Net Assets$28,025

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2020: $63,768Expenses 2020: $45,176Net Income 2020: $18,5922020Revenue 2022: $66,868Expenses 2022: $66,891Net Income 2022: -$232022Revenue 2023: $63,663Expenses 2023: $70,575Net Income 2023: -$6,9122023Revenue 2024: $45,949Expenses 2024: $43,244Net Income 2024: $2,7052024

Highlighted filing

2022

Revenue$66,868
Expenses$66,891
Net Income-$23
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 2, 2022
Return Version
2021v4.2
Gross Receipts
$78,650
Mission and Program Overview

Mission

Supporting students teachers and parents of Apex Friendship Middle School

Improvement of childhood education

Program Services

DescriptionGrantsExpenses
IMPROVEMENT OF CHILDHOOD EDUCATION AT APEX MIDDLE SCHOOL-$66,891
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY HORTONPresident-$0--
JAN CECCOTreasurer-$0--
MICHELLE AYCOCKSecretary-$0--
RACHAEL NICHOLSVP Events-$0--
TERRA SPEROVP Communications-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Fundrais$42,510$42,510$1,118$41,392
Winter Paloo$4,462$4,462$3,139$1,323
Total Events$46,972$46,972$4,257$42,715
Filing and Contact Details

Filer

Filer Name
Apex Friendship Middle School Ptsa
EIN
82-5355103
Address
7701 HUMIE OLIVE RD, Apex, NC 27502

Signing Officer

Name
Jan Cecco
Title
Treasurer
Phone
9197870569
Signed
2022-11-02
Discuss with paid preparer
No

Preparer

Firm
PT CPAs PLLC
Address
7610 Falls of Neuse Rd, Raleigh, NC 27615
Preparer
Joseph Turchetti
Phone
9198476800
Supplemental Narrative

Additional Explanations

General explanation attachment

The afms ptsa supports the mission of apex friendship middle school to uncover brilliance by growing hearts and minds. We encourage parents, faculity, and students to work together to foster a community of learning where all students are welcomed and supported.

List of grants and similar amounts paid Part I line 10

Activity INSTRUCTIONAL GRANTS Grantee APEX FRIENDSHIP MIDDLE SCHOOL Street 7701 Humie Olive Rd City, State, Zip Apex, NC 27502Amount 8,702

Description of other expenses Part I line 16

Description AmountSupplies for Students and Teachers 22,546Fees and Expenses 1,056Charitable Funds 1,000Staff Appreciation 7,590Media Center 2,357Dues 965School Improvements 15,564Stipends 900Student Programs 6,211

Raw XML Appendix168 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/PhoneNum09197870534
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07801 HUMIE OLIVE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Apex
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028048
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IRS990EZ/ExcessOrDeficitForYearAmt0-23
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt08702
IRS990EZ/GrossProfitLossSlsOfInvntryAmt011668
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE AYCOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHAEL NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRA SPERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt058189
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt012485
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066891
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04257
IRS990EZ/SpecialEventsNetIncomeLossAmt042715
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066891
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IRS990EZ/TotalRevenueAmt066868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.afmsptsa.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036140
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078650
IRS990ScheduleA/Total509Grp/TotalAmt078650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt078650
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04257
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Big Fundrais
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04462
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046972
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042715
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04257
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03139
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AFMS PTSA SUPPORTS THE MISSION OF APEX FRIENDSHIP MIDDLE SCHOOL TO UNCOVER BRILLIANCE BY GROWING HEARTS AND MINDS. WE ENCOURAGE PARENTS, FACULITY, AND STUDENTS TO WORK TOGETHER TO FOSTER A COMMUNITY OF LEARNING WHERE ALL STUDENTS ARE WELCOMED AND SUPPORTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity INSTRUCTIONAL GRANTS Grantee APEX FRIENDSHIP MIDDLE SCHOOL Street 7701 Humie Olive Rd City, State, Zip Apex, NC 27502Amount 8,702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountSupplies for Students and Teachers 22,546Fees and Expenses 1,056Charitable Funds 1,000Staff Appreciation 7,590Media Center 2,357Dues 965School Improvements 15,564Stipends 900Student Programs 6,211
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
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ReturnHeader/Filer/BusinessNameControlTxt0APEX
ReturnHeader/Filer/EIN0825355103
ReturnHeader/Filer/USAddress/AddressLine1Txt07701 HUMIE OLIVE RD
ReturnHeader/Filer/USAddress/CityNm0Apex
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464529092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PT CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07610 Falls of Neuse Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
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ReturnHeader/PreparerPersonGrp/PhoneNum09198476800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Turchetti
ReturnHeader/ReturnTs02022-11-07T15:52:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CECCO
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings