Civic Intelligence

PTA North Carolina Congress Herbert

990EZ • Fiscal year 2016 • EIN 26-4750529

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 08, 2017

2255 Herbert Akins RoadFuquay Varina, NC 27526

(919) 567-4100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-2.5%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$35,076

Up $7,868 (+29%) from 2015

Net Assets

Up

$35,076

Up $7,868 (+29%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$44,203

Down $1,121 (-2.5%) from 2015

Expenses

Up

$36,335

Up $3,703 (+11%) from 2015

Net Income

Down

$7,868

Down $4,824 (-38%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2013: $13,616Liabilities 2013: $0Net Assets 2013: $13,6162013Assets 2014: $15,286Liabilities 2014: $0Net Assets 2014: $15,2862014Assets 2015: $27,208Liabilities 2015: $0Net Assets 2015: $27,2082015Assets 2016: $35,076Liabilities 2016: $0Net Assets 2016: $35,0762016Assets 2017: $31,703Liabilities 2017: $0Net Assets 2017: $31,7032017Assets 2018: $38,694Liabilities 2018: $0Net Assets 2018: $38,6942018Assets 2019: $35,562Liabilities 2019: $0Net Assets 2019: $35,5622019Assets 2020: $9,340Liabilities 2020: $0Net Assets 2020: $9,3402020Assets 2021: $14,635Net Assets 2021: $14,6352021Assets 2022: $60,812Net Assets 2022: $60,8122022Assets 2023: $28,966Net Assets 2023: $28,9662023Assets 2024: $9,819Net Assets 2024: $9,8192024Assets 2025: $30,002Net Assets 2025: $30,0022025

Highlighted filing

2016

Assets$35,076
Liabilities$0
Net Assets$35,076

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $22,083Expenses 2013: $27,231Net Income 2013: -$5,1482013Revenue 2014: $22,958Expenses 2014: $21,288Net Income 2014: $1,6702014Revenue 2015: $45,324Expenses 2015: $32,632Net Income 2015: $12,6922015Revenue 2016: $44,203Expenses 2016: $36,335Net Income 2016: $7,8682016Revenue 2017: $40,585Expenses 2017: $42,286Net Income 2017: -$1,7012017Revenue 2018: $37,520Expenses 2018: $25,698Net Income 2018: $11,8222018Revenue 2019: $25,927Expenses 2019: $29,059Net Income 2019: -$3,1322019Revenue 2020: $13,336Expenses 2020: $39,558Net Income 2020: -$26,2222020Revenue 2021: $117,754Expenses 2021: $112,460Net Income 2021: $5,2942021Revenue 2022: $132,714Expenses 2022: $86,535Net Income 2022: $46,1792022Revenue 2023: $154,909Expenses 2023: $186,753Net Income 2023: -$31,8442023Revenue 2024: $120,604Expenses 2024: $139,751Net Income 2024: -$19,1472024Revenue 2025: $86,268Expenses 2025: $66,088Net Income 2025: $20,1802025

Highlighted filing

2016

Revenue$44,203
Expenses$36,335
Net Income$7,868
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$146,543
Mission and Program Overview

Mission

To provide educational support and cultural enrichment

Program Services

DescriptionGrantsExpenses
CULTURAL ARTS PROGRAM - THE PTA HIRED PERFORMERS AND ARTISTS TO DO ASSEMBLIES IN THE ARTS. AN ARTIST IN RESIDENCE CAME TO THE SCHOOL AND CONTINUED TO WORK WITH THE STUDENTS IN CREATING ART WORKS THAT ARE HANGING PERMENANTLY IN THE SCHOOL.$0$6,235
TEACHER GRANTS OF $ 100 PER TEACHER WERE DISTRIBUTED. IN ADDITION, TEACHERS CLASSROOM SUPPLY PURCHASES WERE REIMBURSED TO TEACHERS DURING THE YEAR.$0$4,696
ASSISTED THE SCHOOL STAFF WITH VARIOUS STAFF APPRECIATION EVENTS DURING THE YEAR. PROVIDED VARIOUS ART AND MUSIC SUPLLIES TO STAFF AND STUDENTS.$0$3,606
FAMILY ENRICHMENT PROGRAMS$0$2,944
FIFTH GRADE CELEBRATION$0$2,218
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER RIGBYPresident-$0--
JENNIFER LARSONVice President-$0--
AMBER ORCUTTTreasurer-$0--
MELISSA MCGEEHANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Booster - Thon$74,369$74,369$59,908$14,461
Go, Play, Save$21,775$21,775$10,588$11,187
Total Events$106,454$106,454$70,801$35,653
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress Herbert
EIN
26-4750529
Phone
9195674100
Address
2255 HERBERT AKINS ROAD, FUQUAY VARINA, NC 27526

Signing Officer

Name
Amber Orcutt
Title
Treasurer
Phone
9195674100
Signed
2017-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Guess CPA Pa
Address
105 BRADY COURT, CARY, NC 27511
Preparer
James E Cobb CPA
Phone
9193807450
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 30,725. Returns and allowances: 0. Less cost of goods sold: 31,539. Gross profit: -814. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 31,539. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 31,539.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other income. Amount: 2,085. Description: beautification. Amount: 5,000. Total to form 990-ez, line 8: 7,085.

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

Description: cultural arts program. Amount: 6,235. Description: staff appreciation & recognition. Amount: 3,606. Description: art/music supplies. Amount: 1,793. Description: principal's fund. Amount: 769. Description: fifth grade celebration. Amount: 2,218. Description: all pro dad. Amount: 548. Description: bank charges. Amount: 17. Description: other. Amount: 1,653. Description: teacher grants & supplies. Amount: 4,696. Description: advocacy. Amount: 233. Description: science olympiad. Amount: 1,973. Description: membership dues. Amount: 1,488. Description: capital improvements. Amount: 1,968. Description: family enrichment programs. Amount: 2,944. Description: music. Amount: 999. Description: beautification. Amount: 289. Total to form 990-ez, line 16: 31,429.

Raw XML Appendix204 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/PrintingPublicationsPostageAmt03456
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CULTURAL ARTS PROGRAM - THE PTA HIRED PERFORMERS AND ARTISTS TO DO ASSEMBLIES IN THE ARTS. AN ARTIST IN RESIDENCE CAME TO THE SCHOOL AND CONTINUED TO WORK WITH THE STUDENTS IN CREATING ART WORKS THAT ARE HANGING PERMENANTLY IN THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER GRANTS OF $ 100 PER TEACHER WERE DISTRIBUTED. IN ADDITION, TEACHERS CLASSROOM SUPPLY PURCHASES WERE REIMBURSED TO TEACHERS DURING THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3FAMILY ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4ASSISTED THE SCHOOL STAFF WITH VARIOUS STAFF APPRECIATION EVENTS DURING THE YEAR. PROVIDED VARIOUS ART AND MUSIC SUPLLIES TO STAFF AND STUDENTS.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09213
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 30,725. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 31,539. GROSS PROFIT: -814. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 31,539. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 31,539.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 2,085. DESCRIPTION: BEAUTIFICATION. AMOUNT: 5,000. TOTAL TO FORM 990-EZ, LINE 8: 7,085.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CULTURAL ARTS PROGRAM. AMOUNT: 6,235. DESCRIPTION: STAFF APPRECIATION & RECOGNITION. AMOUNT: 3,606. DESCRIPTION: ART/MUSIC SUPPLIES. AMOUNT: 1,793. DESCRIPTION: PRINCIPAL'S FUND. AMOUNT: 769. DESCRIPTION: FIFTH GRADE CELEBRATION. AMOUNT: 2,218. DESCRIPTION: ALL PRO DAD. AMOUNT: 548. DESCRIPTION: BANK CHARGES. AMOUNT: 17. DESCRIPTION: OTHER. AMOUNT: 1,653. DESCRIPTION: TEACHER GRANTS & SUPPLIES. AMOUNT: 4,696. DESCRIPTION: ADVOCACY. AMOUNT: 233. DESCRIPTION: SCIENCE OLYMPIAD. AMOUNT: 1,973. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,488. DESCRIPTION: CAPITAL IMPROVEMENTS. AMOUNT: 1,968. DESCRIPTION: FAMILY ENRICHMENT PROGRAMS. AMOUNT: 2,944. DESCRIPTION: MUSIC. AMOUNT: 999. DESCRIPTION: BEAUTIFICATION. AMOUNT: 289. TOTAL TO FORM 990-EZ, LINE 16: 31,429.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER ORCUTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195674100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS HERBERT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AKINS ROAD ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0264750529
ReturnHeader/Filer/PhoneNum09195674100
ReturnHeader/Filer/USAddress/AddressLine1Txt02255 HERBERT AKINS ROAD
ReturnHeader/Filer/USAddress/CityNm0FUQUAY VARINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562059695
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER GUESS CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 BRADY COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09193807450
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E COBB CPA
ReturnHeader/ReturnTs02017-02-08T10:03:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits