Civic Intelligence

PTA North Carolina Congress

EIN 32-0254747 • 501(c)3 • Charlotte, NC

Profile

A powerful voice for all children. A relevant resource for families and communities, and a strong advocate for the education and well-being of every child.

15425 Scholastic LaneCharlotte, NC 28277

pages.cms.k12.nc.us/BALLANTYNEPTA

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

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

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 2024

Asset Growth

85th percentile

45%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

37th percentile

-16%

Faster revenue growth than 37% of similar nonprofits.

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

Assets

Up

$79,094

Up $24,514 (+45%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$79,094

Up $24,514 (+45%) from 2023

Revenue

Down

$106,861

Down $20,603 (-16%) from 2023

Expenses

Down

$89,647

Down $51,368 (-36%) from 2023

Net Income

Up

$17,214

Up $30,765 (+227%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $29,462Net Assets 2010: $29,4622010Assets 2011: $32,406Net Assets 2011: $32,4062011Assets 2012: $30,408Net Assets 2012: $30,4082012Assets 2013: $38,324Net Assets 2013: $38,3242013Assets 2014: $43,987Net Assets 2014: $43,9872014Assets 2015: $66,013Net Assets 2015: $66,0132015Assets 2016: $49,236Net Assets 2016: $49,2362016Assets 2019: $31,685Net Assets 2019: $31,6852019Assets 2020: $41,307Net Assets 2020: $41,3072020Assets 2021: $59,353Liabilities 2021: $40Net Assets 2021: $59,3132021Assets 2022: $66,138Liabilities 2022: $40Net Assets 2022: $66,0982022Assets 2023: $54,580Net Assets 2023: $54,5802023Assets 2024: $79,094Net Assets 2024: $79,0942024

Highlighted filing

2024

Assets$79,094
Liabilities-
Net Assets$79,094

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $159,135Expenses 2010: $149,196Net Income 2010: $9,9392010Revenue 2011: $152,600Expenses 2011: $149,712Net Income 2011: $2,8882011Revenue 2012: $165,283Expenses 2012: $167,281Net Income 2012: -$1,9982012Revenue 2013: $158,442Expenses 2013: $150,525Net Income 2013: $7,9172013Revenue 2014: $145,442Expenses 2014: $139,780Net Income 2014: $5,6622014Revenue 2015: $153,665Expenses 2015: $131,639Net Income 2015: $22,0262015Revenue 2016: $164,013Expenses 2016: $180,790Net Income 2016: -$16,7772016Revenue 2019: $134,777Expenses 2019: $148,661Net Income 2019: -$13,8842019Revenue 2020: $84,104Expenses 2020: $74,579Net Income 2020: $9,5252020Revenue 2021: $82,020Expenses 2021: $64,014Net Income 2021: $18,0062021Revenue 2022: $125,283Expenses 2022: $118,498Net Income 2022: $6,7852022Revenue 2023: $127,464Expenses 2023: $141,015Net Income 2023: -$13,5512023Revenue 2024: $106,861Expenses 2024: $89,647Net Income 2024: $17,2142024

Highlighted filing

2024

Revenue$106,861
Expenses$89,647
Net Income$17,214

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.79$1.07$0.90$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.27$1.41$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$1.25$1.18$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.82$0.64$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.84$0.75$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$1.35$1.49$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.64$1.81$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.54$1.32$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.45$1.40$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$1.58$1.51$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$1.65$1.67$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$1.53$1.50$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.29$1.59$1.49$0.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$127,464
Mission and Program Overview

Mission

A powerful voice for all children. A relevant resource for families and communities, and a strong advocate for the education and well-being of every child.

Program Services

DescriptionGrantsExpenses
ADVOCATING FOR THE EDUCATION, HEALTH,SAFETY,AND SUCCESS OF ALL CHILDREN AND YOUTH WHILE BUILDING STRONG FAMILIES AND COMMUNITIES.-$139,111
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENEE SOBOTASecretaryPT$0--
VERONICA DIECKMANNVP Sp EventsPT$0--
CHELSEA SCHLEPPVP CommunicaPT$0--
AUSTIN FITCHTreasurerPT$0--
SHONDA HARPERVP ProgramsPT$0--
DAWN BAYNHAMPresidentPT$0--
WENDY LAVP FundraisiPT$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
32-0254747
Phone
9803430413
Address
15425 SCHOLASTIC LANE, CHARLOTTE, NC 28277

Signing Officer

Name
Austin Fitch
Title
Treasurer
Phone
7046344017
Signed
2023-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Mary J Green CPA Pllc
Address
7301 CARMEL EXECUTIVE PARK DR STE 3, CHARLOTTE, NC 28226
Preparer
Mary J Green CPA
Phone
7047527771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Book fairs cost of goods sold 21,086 fifth grade events cost of goods sold 2,675 fun run cost of goods sold 36,365 misc clubs cost of goods sold 658 expenses office supplies 535 insurance expense 355 school enrichment prog 58,254 cultural arts assemby 3,695 beautification and garden 120 hospitality and appreciat 7,047 family events 6,212 community outreach 1,000 field day 504 popcorn fridays 1,495 nc license 177 total 140,178

Form 990-ez, Part I, Line 20

Voided checks, prior period adj 2,033

Form 990-ez, Part II, Line 26

Monies owed to ncpta 40 0

Form 990-ez, Part III

A powerful voice for all children. A relevant resource for families and communities, and a strong advocate for the education and well-being of every child.

Raw XML Appendix174 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/PhoneNum09803430413
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028277
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13551
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066138
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054580
IRS990EZ/GrossReceiptsAmt0127464
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066098
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066098
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RENEE SOBOTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA DIECKMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHELSEA SCHLEPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AUSTIN FITCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHONDA HARPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAWN BAYNHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WENDY LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP SP EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP FUNDRAISI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02033
IRS990EZ/OtherExpensesTotalAmt0140178
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A POWERFUL VOICE FOR ALL CHILDREN. A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES, AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD.
IRS990EZ/PrintingPublicationsPostageAmt037
IRS990EZ/ProgramServiceRevenueAmt095306
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVOCATING FOR THE EDUCATION, HEALTH,SAFETY,AND SUCCESS OF ALL CHILDREN AND YOUTH WHILE BUILDING STRONG FAMILIES AND COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0139111
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141015
IRS990EZ/TotalProgramServiceExpensesAmt0139111
IRS990EZ/TotalRevenueAmt0127464
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PAGES.CMS.K12.NC.US/BALLANTYNEPTA/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt070
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0110
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt048
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt054
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032158
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0145089
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095306
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt087820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0408559
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0553324
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt042
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0324
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127464
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IRS990ScheduleA/Total509Grp/TotalAmt0553648
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127464
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0553648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK FAIRS COST OF GOODS SOLD 21,086 FIFTH GRADE EVENTS COST OF GOODS SOLD 2,675 FUN RUN COST OF GOODS SOLD 36,365 MISC CLUBS COST OF GOODS SOLD 658 EXPENSES OFFICE SUPPLIES 535 INSURANCE EXPENSE 355 SCHOOL ENRICHMENT PROG 58,254 CULTURAL ARTS ASSEMBY 3,695 BEAUTIFICATION AND GARDEN 120 HOSPITALITY AND APPRECIAT 7,047 FAMILY EVENTS 6,212 COMMUNITY OUTREACH 1,000 FIELD DAY 504 POPCORN FRIDAYS 1,495 NC LICENSE 177 TOTAL 140,178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOIDED CHECKS, PRIOR PERIOD ADJ 2,033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONIES OWED TO NCPTA 40 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A POWERFUL VOICE FOR ALL CHILDREN. A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES, AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUSTIN FITCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046344017
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BALLANTYNE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0320254747
ReturnHeader/Filer/PhoneNum09803430413
ReturnHeader/Filer/USAddress/AddressLine1Txt015425 SCHOLASTIC LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640964805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY J GREEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 CARMEL EXECUTIVE PARK DR STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028226
ReturnHeader/PreparerPersonGrp/PhoneNum07047527771
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY J GREEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T09:40:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ASHLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINDERMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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