Civic Intelligence

PTA North Carolina Congress

EIN 23-7047532 • 501(c)3 • Cary, NC

Profile

Education/charitable

1220 Pond StCary, NC 27511

www.wcpss.net/domain/19380

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

24th percentile

-20%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$18,401

Down $6,720 (-27%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$18,401

Down $6,720 (-27%) from 2024

Revenue

Down

$34,366

Down $9,708 (-22%) from 2024

Expenses

Up

$41,086

Up $4,759 (+13%) from 2024

Net Income

Down

-$6,720

Down $14,467 (-187%) from 2024

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2024: $25,121Liabilities 2024: $0Net Assets 2024: $25,1212024Assets 2025: $18,401Liabilities 2025: $0Net Assets 2025: $18,4012025

Highlighted filing

2025

Assets$18,401
Liabilities$0
Net Assets$18,401

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2024: $44,074Expenses 2024: $36,327Net Income 2024: $7,7472024Revenue 2025: $34,366Expenses 2025: $41,086Net Income 2025: -$6,7202025

Highlighted filing

2025

Revenue$34,366
Expenses$41,086
Net Income-$6,720

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 6, 2025
Return Version
2024v5.2
Gross Receipts
$52,582
Mission and Program Overview

Mission

EDUCATION/CHARITABLE

Program Services

DescriptionGrantsExpenses
CLASSROOM AND SPECIALIST GRANTS - ALLOW TEACHERS TO BUY SUPPLIES FOR THEIR CLASSROOM FOR SPECIAL PROJECTS, BOOKS, AND OTHER ITEMS NEEDED FOR STUDENT LEARNING.$0$23,309
HOSPITALITY - WE SUPPORT TEACHERS WITH TEACHER APPRECIATION EVENTS, LUNCHEAONS AND CELEBRATION.$0$6,290
CULTURAL ARTS - WE BROUGH CULTURAL ARTS PERFORMANCES TO OUR SCHOOL TO EXPOSE STUDENTS TO NEW WRITERS, ARTISTS, MUSICIANS, ETC. OF VARYING CULTURES.$0$4,448
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON KNOXPresident-$0--
KATIE ROBERTSONVice President-$0--
KRYSTLE NELSONVice President-$0--
CHRISTOPHER KRONZERVice President-$0--
ANNA HOPPERTTreasurer-$0--
KATY KRANZESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Fundraising Events$41,671$41,671$18,216$23,455
Total Events$41,671$41,671$18,216$23,455
Filing and Contact Details

Filer

Filer Name
Briarcliff Elementary School Pta
EIN
23-7047532
Phone
9194603343
Address
1220 POND ST, CARY, NC 27511

Signing Officer

Name
Anna Hoppert
Title
Treasurer
Phone
9194603343
Signed
2025-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Neal Bradsher & Taylor Pa
Address
4721 EMPEROR BOULEVARD SUITE 130, DURHAM, NC 27703
Preparer
Michael Clonch
Phone
9194893369
Supplemental Narrative

Additional Explanations

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

Description: insurance. Amount: 310. Description: office expense. Amount: 3,157. Description: supplies. Amount: 30,187. Description: dues & subscriptions. Amount: 872. Total to form 990-ez, line 16: 34,526.

Raw XML Appendix166 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/PersonNm0SHANNON KNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE ROBERTSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNA HOPPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATY KRANZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 310. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 3,157. DESCRIPTION: SUPPLIES. AMOUNT: 30,187. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 872. TOTAL TO FORM 990-EZ, LINE 16: 34,526.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA HOPPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
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ReturnHeader/Filer/EIN0237047532
ReturnHeader/Filer/PhoneNum09194603343
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum09194893369
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CLONCH
ReturnHeader/ReturnTs02025-08-06T08:11:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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