Civic Intelligence

PTA North Carolina Congress Ballantyne Elementary School PTA

990EZ • Fiscal year 2016 • EIN 32-0254747

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 17, 2016

15425 Scholastic LaneCharlotte, NC 28277

(980) 343-0413

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

23rd percentile

-10%

Higher net margin than 23% 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

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

59th percentile

6.7%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Down

$49,236

Down $16,777 (-25%) from 2015

Net Assets

Down

$49,236

Down $16,777 (-25%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$164,013

Up $10,348 (+6.7%) from 2015

Expenses

Up

$180,790

Up $49,151 (+37%) from 2015

Net Income

Down

-$16,777

Down $38,803 (-176%) 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 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

2016

Assets$49,236
Liabilities-
Net Assets$49,236

Operations Trend

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

2016

Revenue$164,013
Expenses$180,790
Net Income-$16,777
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 17, 2016
Return Version
2015v2.1
Gross Receipts
$164,013
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.-$176,836
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI GOODMANPresidentPT$0--
CATHY KREPPEINSecretaryPT$0--
BROOKE CHRISTMASPresident ElPT$0--
TERRY KEYVP Sp EventsPT$0--
BHARTI AGRAWALAsst TreasurPT$0--
ASHLY GLAHNTreasurerPT$0--
ROBIN MCLAURINVP CommunicaPT$0--
JENNIFER WAGNERVP FundraisiPT$0--
KELLY CAINSVP ProgramsPT$0--
BROOKE CHRISTMASAsst Spec EvPT$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
Ashly Glahn
Title
Treasurer
Phone
9803430413
Signed
2016-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Mary J Green CPA Pllc
Address
7301 CARMEL EXECUTIVE PARK STE 330, CHARLOTTE, NC 28226
Preparer
Mary J Green CPA
Phone
7047527771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Spirit wear sales cost of goods sold 10,242 book fairs cost of goods sold 18,606 yearbook cost of goods sold 1,965 boosterthon run cost of goods sold 58,336 misc clubs cost of goods sold 4,058 carnival cost of goods sold 6,170 expenses office supplies 551 insurance expense 355 sales tax 3,798 school enrichment prog 9,731 equipment/playground 37,915 community outreach 911 bank fees 202 programs and committees 13,199 capital campaign 11,133 application fee 100 local pta dues 50 battle of the books 772 total 178,094

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 Appendix175 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/PersonNm0ASHLY GLAHN
IRS990EZ/BooksInCareOfDetail/PhoneNum07043430413
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/GroupExemptionNum08535
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066013
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066013
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY KREPPEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BROOKE CHRISTMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERRY KEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BHARTI AGRAWAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ASHLY GLAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBIN MCLAURIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KELLY CAINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BROOKE CHRISTMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP SP EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST TREASUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ASST SPEC EV
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0178094
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/PrintingPublicationsPostageAmt01946
IRS990EZ/ProgramServiceRevenueAmt0144245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVOCATING FOR THE EDUCATION, HEALTH,SAFETY,AND SUCCESS OF ALL CHILDREN AND YOUTH WHILE BUILDING STRONG FAMILIES AND COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0176836
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0180790
IRS990EZ/TotalProgramServiceExpensesAmt0176836
IRS990EZ/TotalRevenueAmt0164013
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PAGES.CMS.K12.NC.US/BALLANTYNEPTA/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt090
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0175
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0175
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0144245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0149484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0143332
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0154935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0157818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0749814
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0786105
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt090
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0175
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0175
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0740
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0164013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0153665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0145442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0158442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0165283
IRS990ScheduleA/Total509Grp/TotalAmt0786845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0164013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0153665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0145442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0158442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0165283
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0786845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT WEAR SALES COST OF GOODS SOLD 10,242 BOOK FAIRS COST OF GOODS SOLD 18,606 YEARBOOK COST OF GOODS SOLD 1,965 BOOSTERTHON RUN COST OF GOODS SOLD 58,336 MISC CLUBS COST OF GOODS SOLD 4,058 CARNIVAL COST OF GOODS SOLD 6,170 EXPENSES OFFICE SUPPLIES 551 INSURANCE EXPENSE 355 SALES TAX 3,798 SCHOOL ENRICHMENT PROG 9,731 EQUIPMENT/PLAYGROUND 37,915 COMMUNITY OUTREACH 911 BANK FEES 202 PROGRAMS AND COMMITTEES 13,199 CAPITAL CAMPAIGN 11,133 APPLICATION FEE 100 LOCAL PTA DUES 50 BATTLE OF THE BOOKS 772 TOTAL 178,094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A 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 III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLY GLAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803430413
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-17
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640964805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY J GREEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 CARMEL EXECUTIVE PARK STE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028226
ReturnHeader/PreparerPersonGrp/PhoneNum07047527771
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY J GREEN CPA
ReturnHeader/ReturnTs02016-09-26T08:45:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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