Civic Intelligence

PTA North Carolina Congress Aka Grand Oak Elementary PTA

EIN 46-2186497 • 501(c)3 • Huntersville, NC

Profile

The overall purpose of PTA is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

15410 Stumptown RdHuntersville, NC 28078

goe.memberhub.com

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

21st percentile

-25%

Higher net margin than 21% 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

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

48th percentile

-3.6%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$48,188

Down $11,784 (-20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$48,188

Down $11,784 (-20%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Down

$60,882

Down $2,299 (-3.6%) from 2023

Expenses

Up

$75,855

Up $14,255 (+23%) from 2023

Net Income

Down

-$14,973

Down $16,554 (-1047%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$60K$40K$20K$0Assets 2015: $6,453Liabilities 2015: $02015Assets 2016: $20,719Liabilities 2016: $02016Assets 2017: $23,425Liabilities 2017: $02017Assets 2019: $38,555Liabilities 2019: $0Net Assets 2019: $38,5552019Assets 2021: $28,384Liabilities 2021: $0Net Assets 2021: $28,3842021Assets 2022: $58,391Liabilities 2022: $0Net Assets 2022: $58,3912022Assets 2023: $59,972Liabilities 2023: $0Net Assets 2023: $59,9722023Assets 2024: $48,188Liabilities 2024: $0Net Assets 2024: $48,1882024

Highlighted filing

2024

Assets$48,188
Liabilities$0
Net Assets$48,188
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$100K$50K$0-$50KRevenue 2015: $55,848Expenses 2015: $58,305Net Income 2015: -$2,4572015Revenue 2016: $58,526Expenses 2016: $44,260Net Income 2016: $14,2662016Revenue 2017: $56,494Expenses 2017: $45,924Net Income 2017: $10,5702017Revenue 2019: $35,474Expenses 2019: $23,686Net Income 2019: $11,7882019Revenue 2021: $37,171Expenses 2021: $19,437Net Income 2021: $17,7342021Revenue 2022: $65,651Expenses 2022: $35,644Net Income 2022: $30,0072022Revenue 2023: $63,181Expenses 2023: $61,600Net Income 2023: $1,5812023Revenue 2024: $60,882Expenses 2024: $75,855Net Income 2024: -$14,9732024

Highlighted filing

2024

Revenue$60,882
Expenses$75,855
Net Income-$14,973
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$48,188
Liabilities
$0
Net assets
$48,188
Revenue
$60,882
Expenses
$75,855
Net income
-$14,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.2$0.00$48.2$60.9$75.9$15.0
2023Detailed filing. Detailed filing data is available for this year.$60.0$0.00$60.0$63.2$61.6$1.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.4$0.00$58.4$65.7$35.6$30.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$0.00$28.4$37.2$19.4$17.7
2019Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$35.5$23.7$11.8
2017Summary only. Only limited summary data is available for this year.$23.4$0.00$56.5$45.9$10.6
2016Summary only. Only limited summary data is available for this year.$20.7$0.00$58.5$44.3$14.3
2015Summary only. Only limited summary data is available for this year.$6.45$0.00$55.8$58.3$2.46
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 14, 2023
Return Version
2022v5.0
Gross Receipts
$105,376
Mission and Program Overview

Mission

Grand Oak Elementary School Parent Teacher Association

The overall purpose of PTA is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Program Services

DescriptionGrantsExpenses
Owl playground$0$32,771
Teacher support$0$16,460
Student support$0$8,296
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth HaasPresidentPT$0--
Katie UnderwoodSecretary-$0--
Paulina Scott TorrebiarteTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
46-2186497
Phone
9803432063
Address
15410 Stumptown Rd, Huntersville, NC 28078

Signing Officer

Name
Paulina Scott Torrebiarte
Title
Treasurer
Phone
7345164109
Signed
2023-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Teacher support, student support, school beautification”

Form 990-EZ, Part I, Line 16

“Miscellaneous expenses”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Paulina Scott Torrebiarte
IRS990EZ/BooksInCareOfDetail/PhoneNum09803432063
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015410 Stumptown Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Huntersville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058391
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059972
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt025628
IRS990EZ/CostOfGoodsSoldAmt02778
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01581
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058391
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059972
IRS990EZ/FundraisingGrossIncomeAmt075024
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt060334
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01946
IRS990EZ/GrossReceiptsAmt0105376
IRS990EZ/GrossSalesOfInventoryAmt04724
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058391
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059972
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058391
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059972
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Haas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katie Underwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Paulina Scott Torrebiarte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01266
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The overall purpose of PTA is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Owl playground
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016460
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18296
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt232771
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt039417
IRS990EZ/SpecialEventsNetIncomeLossAmt035607
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061600
IRS990EZ/TotalProgramServiceExpensesAmt057527
IRS990EZ/TotalRevenueAmt063181
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://goe.memberhub.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization regularly meets with school administration and has a good working relationship with school administration.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization, Grand Oak Elementary School. The Grand Oak PTA exclusively supports the students, teachers, and administration of Grand Oak Elementary School.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section E, Line 2a
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0814133706
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0103795
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Grand Oak Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0103795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher support, student support, school beautification
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paulina Scott Torrebiarte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07345164109
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AKA GRAND OAK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0462186497
ReturnHeader/Filer/PhoneNum09803432063
ReturnHeader/Filer/USAddress/AddressLine1Txt015410 Stumptown Rd
ReturnHeader/Filer/USAddress/CityNm0Huntersville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-11-15T01:36:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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