Civic Intelligence

Barton Pond Es PTA

EIN 88-2761011 • 501(c)3 • Raleigh, NC

Profile

Barton Pond Elementary School PTA leads by engaging families, enriches the school by supporting teachers and staff, advocates for every child, and promotes collaboration among families, educators and the community.

12004 Strickland RdRaleigh, NC 27613

bartonpondpta.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

51st percentile

2.3%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

55%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$36,791

Up $1,520 (+4.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$36,791

Up $1,520 (+4.3%) from 2024

Revenue

Up

$67,013

Up $19,335 (+41%) from 2024

Expenses

Up

$65,493

Up $37,861 (+137%) from 2024

Net Income

Down

$1,520

Down $18,526 (-92%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2023: $15,225Liabilities 2023: $0Net Assets 2023: $15,2252023Assets 2024: $35,271Liabilities 2024: $0Net Assets 2024: $35,2712024Assets 2025: $36,791Net Assets 2025: $36,7912025

Highlighted filing

2025

Assets$36,791
Liabilities-
Net Assets$36,791

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2023: $40,293Expenses 2023: $34,068Net Income 2023: $6,2252023Revenue 2024: $47,678Expenses 2024: $27,632Net Income 2024: $20,0462024Revenue 2025: $67,013Expenses 2025: $65,493Net Income 2025: $1,5202025

Highlighted filing

2025

Revenue$67,013
Expenses$65,493
Net Income$1,520

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$83,007
Mission and Program Overview

Mission

Barton Pond Elementary School PTA leads by engaging families, enriches the school by supporting teachers and staff, advocates for every child, and promotes collaboration among families, educators and the community.

Program Services

DescriptionGrantsExpenses
See attached detail$0$24,808
The PTA purchased a shade structure to add space for outdoorlearning, provide shade to children and staff on the campus, as well asprovide a spot for the community to gather for events.$0$22,000
Through the United Arts Council, the PTA funded two music performances by The Beast for all grade levels, and also sponsored an artistin residency for a week long banners project with the students.$0$5,098
The PTA showed their support for teacher and staff in numerous ways, including luncheons, stocking the lounge with treats, recognizingbirthdays, special mailbox treats, and sponsoring outings.$0$4,651
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth FultonPresidentPT$0--
James SimpsonVice PresidentPT$0--
Sandra BreitschwerdtTreasurerPT$0--
Christine NewtonSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$13,270$13,270-$13,270
Total Events$13,270$13,270$7,418$5,852
Filing and Contact Details

Filer

Filer Name
Barton Pond ES PTA
EIN
88-2761011
Phone
9196948211
Address
12004 Strickland Rd, Raleigh, NC 27613

Signing Officer

Name
Carolyn Page
Title
Treasurer
Phone
9196948211
Signed
2025-09-24

Preparer

Firm
DONNA T D'ORAZIO CPA PLLC
Address
8311 Brier Creek Pkwy Ste 105-248, RALEIGH, NC 27617
Preparer
Donna T D'Orazio CPA PLLC
Phone
9192930459
Supplemental Narrative

Additional Explanations

Pt III, Line 31

See attached detail

Form 990EZ, Part I, Line 8

Sales Tax Refund 504.

Form 990EZ, Part I, Line 10

North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, ; State organization, 1568.

Form 990EZ, Part I, Line 16

Arts 5098.

Form 990EZ, Part I, Line 16

Music 3423.

Form 990EZ, Part I, Line 16

Physical Education 4028.

Form 990EZ, Part I, Line 16

Teacher Grants 3579.

Form 990EZ, Part I, Line 16

Field Trip Grants 320.

Form 990EZ, Part I, Line 16

Positivity Project 3795.

Form 990EZ, Part I, Line 16

Sub Coverage 480.

Form 990EZ, Part I, Line 16

School Enrichment Supplies 927.

Form 990EZ, Part I, Line 16

Assemblies 39.

Form 990EZ, Part I, Line 16

STEM Night 479.

Form 990EZ, Part I, Line 16

Media Center 2000.

Form 990EZ, Part I, Line 16

Family Events 882.

Form 990EZ, Part I, Line 16

Staff Shirts 1102.

Form 990EZ, Part I, Line 16

Supplies & Decorations 242.

Form 990EZ, Part I, Line 16

Teacher & Staff Appreciation 4651.

Form 990EZ, Part I, Line 16

Awards & Recognition 236.

Form 990EZ, Part I, Line 16

Grounds/Campus Beautification 448.

Form 990EZ, Part I, Line 16

Angel Fund 150.

Form 990EZ, Part I, Line 16

Volunteer Appreciation Breakfast 207.

Form 990EZ, Part I, Line 16

5th Grade Events 2471.

Form 990EZ, Part I, Line 16

Shade Structure 22000.

Form 990EZ, Part I, Line 16

Office Supplies 106.

Form 990EZ, Part I, Line 16

Financial Management Software 199.

Form 990EZ, Part I, Line 16

Wake PTA Council 75.

Form 990EZ, Part I, Line 16

Checks 74.

Form 990EZ, Part I, Line 16

Insurance 390.

Form 990EZ, Part I, Line 16

Tax Preparation 425.

Form 990EZ, Part I, Line 16

PTA Dolly 159.

Form 990EZ, Part I, Line 16

Copies 618.

Form 990EZ, Part I, Line 16

Fall Fundraiser Expenses 5322.

Raw XML Appendix242 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OtherExpensesTotalAmt063925
IRS990EZ/OtherRevenueTotalAmt0504
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Barton Pond Elementary School PTA leads by engaging families, enriches the school by supporting teachers and staff, advocates for every child, and promotes collaboration among families, educators and the community.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA purchased a shade structure to add space for outdoorlearning, provide shade to children and staff on the campus, as well asprovide a spot for the community to gather for events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Through the United Arts Council, the PTA funded two music performances by The Beast for all grade levels, and also sponsored an artistin residency for a week long banners project with the students.
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IRS990EZ/TotalExpensesAmt065493
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BartonPondPTA.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Sales Tax Refund 2023: 1898. 2024: 504.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023073
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082503
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IRS990ScheduleA/Total509Grp/TotalAmt0208723
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0211125
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07418
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0108
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0108
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013270
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013270
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05852
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07310
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See attached detail
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sales Tax Refund 504.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2North Carolina PTA; State organization; North Carolina PTA: 3501 Glenwood Ave., Raleigh, NC, ; State organization, 1568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Arts 5098.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Music 3423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Physical Education 4028.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Grants 3579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trip Grants 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Positivity Project 3795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sub Coverage 480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Enrichment Supplies 927.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Assemblies 39.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STEM Night 479.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Media Center 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Family Events 882.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Staff Shirts 1102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Supplies & Decorations 242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Teacher & Staff Appreciation 4651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Awards & Recognition 236.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Grounds/Campus Beautification 448.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Angel Fund 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Volunteer Appreciation Breakfast 207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt225th Grade Events 2471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Shade Structure 22000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Office Supplies 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Financial Management Software 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Wake PTA Council 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Checks 74.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Insurance 390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Tax Preparation 425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30PTA Dolly 159.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Copies 618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Fall Fundraiser Expenses 5322.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn Page
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09196948211
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barton Pond ES PTA
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0882761011
ReturnHeader/Filer/PhoneNum09196948211
ReturnHeader/Filer/USAddress/AddressLine1Txt012004 Strickland Rd
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300611700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONNA T D'ORAZIO CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08311 Brier Creek Pkwy Ste 105-248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027617
ReturnHeader/PreparerPersonGrp/PhoneNum09192930459
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna T D'Orazio CPA PLLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-15T08:30:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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