Civic Intelligence

Porters Neck Elementary PTA

EIN 85-1927235 • 501(c)3 • Wilmington, NC

Profile

Support for teachers and students

416 Edgewater Club DriveWilmington, NC 28411
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

45th percentile

-5.1%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Up

$93,552

Up $10,291 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$93,552

Up $10,291 (+12%) from 2023

Revenue

Down

$86,739

Down $4,663 (-5.1%) from 2023

Expenses

Up

$76,783

Up $23,576 (+44%) from 2023

Net Income

Down

$9,956

Down $28,239 (-74%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2020: $15,805Liabilities 2020: $0Net Assets 2020: $15,8052020Assets 2021: $15,805Liabilities 2021: $0Net Assets 2021: $15,8052021Assets 2022: $45,066Liabilities 2022: $0Net Assets 2022: $45,0662022Assets 2023: $83,261Liabilities 2023: $0Net Assets 2023: $83,2612023Assets 2024: $93,552Liabilities 2024: $0Net Assets 2024: $93,5522024

Highlighted filing

2024

Assets$93,552
Liabilities$0
Net Assets$93,552

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2020: $32,244Expenses 2020: $16,439Net Income 2020: $15,8052020Revenue 2021: $32,244Expenses 2021: $16,439Net Income 2021: $15,8052021Revenue 2022: $48,089Expenses 2022: $18,828Net Income 2022: $29,2612022Revenue 2023: $91,402Expenses 2023: $53,207Net Income 2023: $38,1952023Revenue 2024: $86,739Expenses 2024: $76,783Net Income 2024: $9,9562024

Highlighted filing

2024

Revenue$86,739
Expenses$76,783
Net Income$9,956

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$120,698
Mission and Program Overview

Mission

Support for teachers and students

Program Services

DescriptionGrantsExpenses
PELICAN PURSUIT$65,783$5,379
50-50 RAFFLE$17,165$8,583
BOOK FAIR$14,272$14,063
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSE MORMANPresidentPT$0--
LINDSAY LONNEBERGVice PresidentPT$0--
ERICA BAILLARGEON XVice PresidentPT$0--
ROSEANNE HANDLESMANSecretaryPT$0--
MEGAN BAICYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pelican Purs$65,783$65,783$5,379$60,404
50-50 Raffle$17,165$17,165$8,583$8,582
Total Events$117,702$117,702$33,959$83,743
Filing and Contact Details

Filer

Filer Name
Porters Neck Elementary Pta
EIN
85-1927235
Address
416 EDGEWATER CLUB DRIVE, WILMINGTON, NC 28411

Signing Officer

Name
Megan Baicy
Title
Treasurer
Phone
9105991169
Signed
2024-11-12
Discuss with paid preparer
No

Preparer

Firm
Sanders Tax & Accounting Svcs LLC
Address
4701 Wrightsville Ave Ste 2107, Wilmington, NC 28403
Preparer
Charles Sanders
Phone
9103994323
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountgiveback income 52r city rocks 307

Description of other expenses Part I line 16

Description amountinsurance 315grade level enrichment 2,880memberships expenses 353school committees 231specials 3,899spring fling 2,341stock the lounge expenses 1,0085th grade eoy celebrations 2,142bank charges and fees 133board/general pta meetings 738clubs 133eoy expenses 380field day 514hospitality/staff appreciation 7,040leader n me framework (lim) 17,611office supplies and software 26open house/boy expebses 825operating expenses sro facility use 482petty cash expenses 200quickbooks fees 320school and grounds improvements 24,213school essentials/grants 9,179school celebrations 1,695taxes and licenses 125

Other program services Part III line 31

FALL FESTIVAL

Raw XML Appendix185 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTGIVEBACK INCOME 52R CITY ROCKS 307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 315GRADE LEVEL ENRICHMENT 2,880MEMBERSHIPS EXPENSES 353SCHOOL COMMITTEES 231SPECIALS 3,899SPRING FLING 2,341STOCK THE LOUNGE EXPENSES 1,0085TH GRADE EOY CELEBRATIONS 2,142BANK CHARGES AND FEES 133BOARD/GENERAL PTA MEETINGS 738CLUBS 133EOY EXPENSES 380FIELD DAY 514HOSPITALITY/STAFF APPRECIATION 7,040LEADER N ME FRAMEWORK (LIM) 17,611OFFICE SUPPLIES AND SOFTWARE 26OPEN HOUSE/BOY EXPEBSES 825OPERATING EXPENSES SRO FACILITY USE 482PETTY CASH EXPENSES 200QUICKBOOKS FEES 320SCHOOL AND GROUNDS IMPROVEMENTS 24,213SCHOOL ESSENTIALS/GRANTS 9,179SCHOOL CELEBRATIONS 1,695TAXES AND LICENSES 125
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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