Civic Intelligence

PTA North Carolina Congress Endhaven Elementary School PTA

990EZ • Fiscal year 2015 • EIN 55-0828431

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 02, 2015

6815 Endhaven LaneCharlotte, NC 28277

(980) 343-5436

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

90th percentile

94%

Faster asset growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-9.1%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$57,329

Up $27,834 (+94%) from 2014

Net Assets

Up

$57,329

Up $27,834 (+94%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$103,817

Down $10,379 (-9.1%) from 2014

Expenses

Down

$75,984

Down $63,038 (-45%) from 2014

Net Income

Up

$27,833

Up $52,659 (+212%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $44,896Net Assets 2010: $44,8962010Assets 2011: $28,092Net Assets 2011: $28,0922011Assets 2012: $31,490Net Assets 2012: $31,4902012Assets 2013: $54,322Net Assets 2013: $54,3222013Assets 2014: $29,495Net Assets 2014: $29,4952014Assets 2015: $57,329Net Assets 2015: $57,3292015Assets 2016: $38,154Net Assets 2016: $38,1542016Assets 2017: $35,939Net Assets 2017: $35,9392017Assets 2018: $42,957Net Assets 2018: $42,9572018Assets 2019: $28,635Net Assets 2019: $28,6352019Assets 2020: $39,076Net Assets 2020: $39,0762020Assets 2021: $32,377Net Assets 2021: $32,3772021Assets 2022: $42,850Net Assets 2022: $42,8502022Assets 2023: $43,165Net Assets 2023: $43,1652023Assets 2024: $41,032Net Assets 2024: $41,0322024Assets 2025: $42,971Net Assets 2025: $42,9712025

Highlighted filing

2015

Assets$57,329
Liabilities-
Net Assets$57,329

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $135,328Expenses 2010: $109,743Net Income 2010: $25,5852010Revenue 2011: $143,182Expenses 2011: $160,716Net Income 2011: -$17,5342011Revenue 2012: $116,061Expenses 2012: $112,663Net Income 2012: $3,3982012Revenue 2013: $81,049Expenses 2013: $58,217Net Income 2013: $22,8322013Revenue 2014: $114,196Expenses 2014: $139,022Net Income 2014: -$24,8262014Revenue 2015: $103,817Expenses 2015: $75,984Net Income 2015: $27,8332015Revenue 2016: $131,381Expenses 2016: $150,628Net Income 2016: -$19,2472016Revenue 2017: $120,008Expenses 2017: $122,923Net Income 2017: -$2,9152017Revenue 2018: $122,495Expenses 2018: $115,477Net Income 2018: $7,0182018Revenue 2019: $120,295Expenses 2019: $134,170Net Income 2019: -$13,8752019Revenue 2020: $106,137Expenses 2020: $96,220Net Income 2020: $9,9172020Revenue 2021: $42,512Expenses 2021: $49,211Net Income 2021: -$6,6992021Revenue 2022: $91,456Expenses 2022: $81,207Net Income 2022: $10,2492022Revenue 2023: $101,738Expenses 2023: $101,423Net Income 2023: $3152023Revenue 2024: $88,707Expenses 2024: $90,840Net Income 2024: -$2,1332024Revenue 2025: $89,607Expenses 2025: $87,668Net Income 2025: $1,9392025

Highlighted filing

2015

Revenue$103,817
Expenses$75,984
Net Income$27,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 2, 2015
Return Version
2014v5.0
Gross Receipts
$103,817
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ ENRICHMENT/ EDUCATION-$71,924
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA WELTZVP-Spec EvenPT$0--
CHRISTY MASCHVP-FundraisiPT$0--
MEGAN KISERVP CommunicaPT$0--
CHRISTINE BITTLERAssistant TrPT$0--
GREGORY J ALLENTreasurerPT$0--
JACQUIE SLACKPresidentPT$0--
DANA SWITZERSecretaryPT$0--
CHRISTY QUINCANNONVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
55-0828431
Phone
9803435436
Address
6815 ENDHAVEN LANE, CHARLOTTE, NC 28277

Signing Officer

Name
Gregory J Allen
Title
Treasurer
Phone
9803435436
Signed
2015-09-02
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
Phone
7047527771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Art by me cost of goods sold 185 book fairs cost of goods sold 4,447 family events cost of goods sold 3,916 fifth grade steering cost of goods sold 9,620 spiritwear cost of goods sold 5,103 yearbook cost of goods sold 4,817 boosterthon run cost of goods sold 2,000 spring carnival cost of goods sold 5,306 expenses office supplies 258 miscellaneous office 44 liability insurance 330 staff recognition 1,751 discretionary funds 1,423 bank fees 767 beautification 168 parent advocacy 238 committee expenses 357 mile run & field day 9 school enrichment 30,700 kindergarten beginners 310 health room 250 communications 570 clubs expenses 565 annual fund drive 510 general mills box top exp 79 business partnerships exp 1,351 total 75,074

Raw XML Appendix177 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075074
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt085
IRS990EZ/ProgramServiceRevenueAmt049840
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071924
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PAGES.CMS.K12.NC.US/ENDHAVENPTA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ART BY ME COST OF GOODS SOLD 185 BOOK FAIRS COST OF GOODS SOLD 4,447 FAMILY EVENTS COST OF GOODS SOLD 3,916 FIFTH GRADE STEERING COST OF GOODS SOLD 9,620 SPIRITWEAR COST OF GOODS SOLD 5,103 YEARBOOK COST OF GOODS SOLD 4,817 BOOSTERTHON RUN COST OF GOODS SOLD 2,000 SPRING CARNIVAL COST OF GOODS SOLD 5,306 EXPENSES OFFICE SUPPLIES 258 MISCELLANEOUS OFFICE 44 LIABILITY INSURANCE 330 STAFF RECOGNITION 1,751 DISCRETIONARY FUNDS 1,423 BANK FEES 767 BEAUTIFICATION 168 PARENT ADVOCACY 238 COMMITTEE EXPENSES 357 MILE RUN & FIELD DAY 9 SCHOOL ENRICHMENT 30,700 KINDERGARTEN BEGINNERS 310 HEALTH ROOM 250 COMMUNICATIONS 570 CLUBS EXPENSES 565 ANNUAL FUND DRIVE 510 GENERAL MILLS BOX TOP EXP 79 BUSINESS PARTNERSHIPS EXP 1,351 TOTAL 75,074
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY J ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435436
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDHAVEN ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0550828431
ReturnHeader/Filer/PhoneNum09803435436
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 CARMEL EXECUTIVE PARK STE 330
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028226
ReturnHeader/PreparerPersonGrp/PhoneNum07047527771
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY J GREEN
ReturnHeader/ReturnTs02015-09-16T10:22:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.90$0.88$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.89$0.91$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.02$1.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.91$0.81$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.43$0.49$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.39$1.06$0.96$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.20$1.34$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.22$1.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.20$1.23$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.38$1.31$1.51$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.04$0.76$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.14$1.39$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.54$0.81$0.58$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$1.16$1.13$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$1.43$1.61$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$1.35$1.10$0.26