Civic Intelligence

PTA North Carolina Congress Ballantyne Elementary School PTA

990EZ • Fiscal year 2013 • EIN 32-0254747

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 12, 2013

Organization ProfilePAGES.CMS.K12.NC.US/BALLANTYNEPTA
15425 Scholastic Lane28277
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

55th percentile

5.0%

Higher net margin than 55% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

40th percentile

-4.1%

Faster revenue growth than 40% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,324

Up $7,916 (+26%) from 2012

Net Assets

Up

$38,324

Up $7,916 (+26%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Down

$158,442

Down $6,841 (-4.1%) from 2012

Expenses

Down

$150,525

Down $16,756 (-10%) from 2012

Net Income

Up

$7,917

Up $9,915 (+496%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2013

Assets$38,324
Liabilities-
Net Assets$38,324
Open 2013 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$158,442
Expenses$150,525
Net Income$7,917
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 12, 2013
Return Version
2012v2.1
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.

Filing and Contact Details

Filer

EIN
32-0254747
Raw XML Appendix169 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
CompensationExplanation/Compensation/PersonName0ANGEL CANAFAX
CompensationExplanation/Compensation/PersonName1ABBY NELSON
CompensationExplanation/Compensation/PersonName2LORI DANNELLY
CompensationExplanation/Compensation/PersonName3SARAH MANN
CompensationExplanation/Compensation/PersonName4ANN NASH
CompensationExplanation/Compensation/PersonName5KIM STOJKOVICH
CompensationExplanation/Compensation/PersonName6JENNIFER WAGNER
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY030407
IRS990EZ/CashSavingsAndInvestments/EOY038324
IRS990EZ/ContributionsGiftsGrantsEtc03507
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear07917
IRS990EZ/FeesAndOthPymtToIndContractors01500
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts0158442
IRS990EZ/GroupExemptionNumber08535
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY030407
IRS990EZ/NetAssetsOrFundBalancesBOY030407
IRS990EZ/NetAssetsOrFundBalances/EOY038324
IRS990EZ/NetAssetsOrFundBalancesEOY038324
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition62.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ANGEL CANAFAX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ABBY NELSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LORI DANNELLY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3SARAH MANN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4ANN NASH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KIM STOJKOVICH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JENNIFER WAGNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VP FUNDRAIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VP SP EVENTS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6VP COMMUNICA
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0148794
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0A 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/PrintingPublicationsPostage0231
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ADVOCATING FOR THE EDUCATION, HEALTH,SAFETY,AND SUCCESS OF ALL CHILDREN AND YOUTH WHILE BUILDING STRONG FAMILIES AND COMMUNITIES.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0147476
IRS990EZ/ProgramServiceRevenue0154935
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0NC
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1015425 SCHOLASTIC DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0CHARLOTTE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode028277
IRS990EZ/TheBooksAreInCareOf/NamePerson0ANN NASH
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07043430413
IRS990EZ/TotalAssets/BOY030407
IRS990EZ/TotalAssets/EOY038324
IRS990EZ/TotalExpenses0150525
IRS990EZ/TotalProgramServiceExpenses0147476
IRS990EZ/TotalRevenue0158442
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0PAGES.CMS.K12.NC.US/BALLANTYNEPTA/
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYear0175
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus1Year0175
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus2Years0175
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years0175
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years0175
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total0875
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear03507
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year07465
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years02090
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years01701
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years04476
IRS990ScheduleA/GiftsGrantsContribReceived509/Total019239
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear0154935
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year0157818
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0150200
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0156390
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years0143874
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0763217
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.99920
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99890
IRS990ScheduleA/PublicSupportTotal5090781581
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYear0175
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus1Year0175
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus2Years0175
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus3Years0175
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years0175
IRS990ScheduleA/SupportFromDQPsEtc/Total0875
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0158442
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0165283
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0152290
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0158091
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0148350
IRS990ScheduleA/Total509/Total0782456
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0158442
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0165283
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0152290
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0158091
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0148350
IRS990ScheduleA/TotalSupportTotal/Total0782456
IRS990ScheduleO/GeneralExplanation/Explanation0SPIRIT WEAR SALES COST OF GOODS SOLD 5,601 BOOK FAIRS COST OF GOODS SOLD 20,430 YEARBOOK COST OF GOODS SOLD 7,715 FUN RUN COST OF GOODS SOLD 39,586 SPECIAL EVENTS COST OF GOODS SOLD 4,077 MISC CLUBS COST OF GOODS SOLD 5,109 SCHOOL DIRECTORY COST OF GOODS SOLD 462 CARNIVAL COST OF GOODS SOLD 6,733 EXPENSES INSURANCE EXPENSE 321 SALES TAX 267 SCHOOL ENRICHMENT PROG 10,124 SCHOLARSHIPS 2,056 EQUIPMENT/CLASSROOMS 34,829 MISCELLANEOUS 397 BEAUTIFICATION 231 HOSPITALITY & STAFF APPRE 4,661 CHILDREN'S THEATRE 1,580 COMMUNITY OUTREACH 1,671 CULTURAL ARTS 1,875 SUNSHINE COMMITTEE 700 BANK FEES 319 PTA MEMBERSHIP DUES 50 TOTAL 148,794
IRS990ScheduleO/GeneralExplanation/Explanation1A 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/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0320254747
ReturnHeader/Filer/Name/BusinessNameLine10PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/Name/BusinessNameLine20BALLANTYNE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/NameControl0PTAN
ReturnHeader/Filer/Phone09803430413
ReturnHeader/Filer/USAddress/AddressLine1015425 SCHOLASTIC LANE
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028277
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-07-12
ReturnHeader/Officer/Name0ANN NASH
ReturnHeader/Officer/Phone09803430413
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-07-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARY J GREEN CPA PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107301 CARMEL EXECUTIVE PARK STE 330
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHARLOTTE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode028226
ReturnHeader/Preparer/Name0MARY J GREEN
ReturnHeader/Preparer/Phone07047527771
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-12T07:25:28-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$38,324
Liabilities
-
Net assets
$38,324
Revenue
$158,442
Expenses
$150,525
Net income
$7,917
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