Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2014 • EIN 56-0370824

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

Organization Profilewww.martinpta.com
1701 Ridge Rd27607

(919) 881-4970

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,003

Up $9,888 (+21%) from 2013

Net Assets

Up

$57,003

Up $9,888 (+21%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$89,841

Up $18,930 (+27%) from 2013

Expenses

Down

$79,953

Down $9,936 (-11%) from 2013

Net Income

Up

$9,888

Up $28,866 (+152%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$100K$50K$0Assets 2011: $55,716Liabilities 2011: $02011Assets 2012: $66,093Net Assets 2012: $66,0932012Assets 2013: $47,115Net Assets 2013: $47,1152013Assets 2014: $57,003Net Assets 2014: $57,0032014Assets 2015: $53,825Net Assets 2015: $53,8252015Assets 2016: $47,145Liabilities 2016: $1,000Net Assets 2016: $46,1452016Assets 2017: $68,352Net Assets 2017: $68,3522017Assets 2018: $49,381Net Assets 2018: $49,3812018Assets 2019: $57,608Net Assets 2019: $57,6082019Assets 2020: $40,171Net Assets 2020: $40,1712020Assets 2021: $48,975Net Assets 2021: $48,9752021Assets 2022: $88,139Net Assets 2022: $88,1392022Assets 2023: $74,670Net Assets 2023: $74,6702023Assets 2024: $48,927Net Assets 2024: $48,9272024Assets 2025: $23,076Net Assets 2025: $23,0762025

Highlighted filing

2014

Assets$57,003
Liabilities-
Net Assets$57,003
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $59,418Expenses 2011: $59,775Net Income 2011: -$3572011Revenue 2012: $72,705Expenses 2012: $62,328Net Income 2012: $10,3772012Revenue 2013: $70,911Expenses 2013: $89,889Net Income 2013: -$18,9782013Revenue 2014: $89,841Expenses 2014: $79,953Net Income 2014: $9,8882014Revenue 2015: $96,224Expenses 2015: $99,402Net Income 2015: -$3,1782015Revenue 2016: $91,348Expenses 2016: $99,028Net Income 2016: -$7,6802016Revenue 2017: $84,911Expenses 2017: $62,704Net Income 2017: $22,2072017Revenue 2018: $77,376Expenses 2018: $83,337Net Income 2018: -$5,9612018Revenue 2019: $80,534Expenses 2019: $72,307Net Income 2019: $8,2272019Revenue 2020: $67,617Expenses 2020: $85,054Net Income 2020: -$17,4372020Revenue 2021: $44,883Expenses 2021: $36,079Net Income 2021: $8,8042021Revenue 2022: $89,276Expenses 2022: $50,112Net Income 2022: $39,1642022Revenue 2023: $74,672Expenses 2023: $88,141Net Income 2023: -$13,4692023Revenue 2024: $75,703Expenses 2024: $101,446Net Income 2024: -$25,7432024Revenue 2025: $77,255Expenses 2025: $103,106Net Income 2025: -$25,8512025

Highlighted filing

2014

Revenue$89,841
Expenses$79,953
Net Income$9,888
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 3, 2014
Return Version
2013v3.1
Gross Receipts
$106,298
Mission and Program Overview

Mission

To support education and promote student welfare.

Program Services

DescriptionGrantsExpenses
See attached schedule$6,716$35,784
Fall and Spring Arts - The PTA funded the purchase of musical instruments (2 french horns, 2 violins, a viola and a cello), dance uniforms, show flags, costumes, a drum stand, ballet bars and assorted equipment.-$15,341
TECHNOLOGY - THINKPADS AND RELATED EQUIPMENT WAS PURCHASED FOR THE BENEFIT OF THE STUDENTS.-$12,986
Fall and Spring Athletics - The PTA funded the purchase of girls soccer uniforms, a riding lawn mower, show flags, BKB carts, a starting gun and various other athletic equipment.-$9,886
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN BIZYAKPresidentPT$0--
PAULA PARSONSTreasurerPT$0--
LEIGH KRAUSESecretary-$0--
KIMBERLY SZAREKVP Ways And Means-$0--
LESLIE PULLEYVP Ways And Means-$0--
DEB FINNVP Communication-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$27,693$27,693$694$26,999
Total Events$27,693$27,693$4,866$22,827
Filing and Contact Details

Filer

EIN
56-0370824
Phone
9198814970

Signing Officer

Name
Jennifer Elam
Title
Treasurer
Phone
9198814970
Signed
2014-11-03

Preparer

Preparer
DONNA D'ORAZIO
Phone
9192930459
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“State sales tax refund 854.”

Form 990EZ, Part I, Line 10

“State pta state pta north carolina pta state organization 1928. County pta county pta wake county pta county organization 50. Special requests - minigrants for teachers teacher grants various 4780. Inclusion week grant special education 200. Media center grant media center martin gt middle school supported by pta 981. Pe department grant pe department martin gt middle school supported by pta 755.”

Form 990EZ, Part I, Line 16

“Athletic program general 1398. Cultural arts 3810. Fall arts special requests 4632. Fall athletics special requests 5150. Membership 341. Miscellaneous booster club expenses 882. Performance & visual arts 386. Spring arts special requests 10709. Spring athletics special requests 4736. Building & grounds 730. Magnet open house 80. Media center 2500. Miscellaneous 1175. Parent education & hospitality 133. Technology 12986. Bus driver appreciation 123. Copier lease 2376. Hospitality 1186. Teacher f”

Raw XML Appendix205 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/BooksInCareOfDetail/USAddress/City0Raleigh
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027607
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLIE PULLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEB FINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Communication
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070251
IRS990EZ/OtherRevenueTotalAmt0854
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0To support education and promote student welfare.
IRS990EZ/PrintingPublicationsPostageAmt0733
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fall and Spring Arts - The PTA funded the purchase of musical instruments (2 french horns, 2 violins, a viola and a cello), dance uniforms, show flags, costumes, a drum stand, ballet bars and assorted equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TECHNOLOGY - THINKPADS AND RELATED EQUIPMENT WAS PURCHASED FOR THE BENEFIT OF THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fall and Spring Athletics - The PTA funded the purchase of girls soccer uniforms, a riding lawn mower, show flags, BKB carts, a starting gun and various other athletic equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See attached schedule
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06716
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112986
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29886
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt335784
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt025481
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt079953
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.martinpta.com
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Description: Refund of NC Sales Tax
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12009: 1484.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt22010: 521.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt32011: 1102.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt42012: 1168.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt52013: 854.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Pt III Line 12
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Pt III Line 12
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc2Pt III Line 12
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc3Pt III Line 12
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc4Pt III Line 12
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc5Pt III Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0221287
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0579
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046983
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060912
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034820
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0568
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01873
IRS990ScheduleA/InvestmentIncomeCYPct00.00400
IRS990ScheduleA/InvestmentIncomePYPct00.00620
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0854
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01168
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01102
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0521
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01484
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05129
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079848
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0470275
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027693
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Mustang Madness
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022827
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01256
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01256
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0694
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATE SALES TAX REFUND 854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE PTA STATE PTA NORTH CAROLINA PTA STATE ORGANIZATION 1928. COUNTY PTA COUNTY PTA WAKE COUNTY PTA COUNTY ORGANIZATION 50. SPECIAL REQUESTS - MINIGRANTS FOR TEACHERS TEACHER GRANTS VARIOUS 4780. INCLUSION WEEK GRANT SPECIAL EDUCATION 200. MEDIA CENTER GRANT MEDIA CENTER MARTIN GT MIDDLE SCHOOL SUPPORTED BY PTA 981. PE DEPARTMENT GRANT PE DEPARTMENT MARTIN GT MIDDLE SCHOOL SUPPORTED BY PTA 755.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ATHLETIC PROGRAM GENERAL 1398. CULTURAL ARTS 3810. FALL ARTS SPECIAL REQUESTS 4632. FALL ATHLETICS SPECIAL REQUESTS 5150. MEMBERSHIP 341. MISCELLANEOUS BOOSTER CLUB EXPENSES 882. PERFORMANCE & VISUAL ARTS 386. SPRING ARTS SPECIAL REQUESTS 10709. SPRING ATHLETICS SPECIAL REQUESTS 4736. BUILDING & GROUNDS 730. MAGNET OPEN HOUSE 80. MEDIA CENTER 2500. MISCELLANEOUS 1175. PARENT EDUCATION & HOSPITALITY 133. TECHNOLOGY 12986. BUS DRIVER APPRECIATION 123. COPIER LEASE 2376. HOSPITALITY 1186. TEACHER F
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ELAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198814970
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10Martin GT Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0560370824
ReturnHeader/Filer/PhoneNum09198814970
ReturnHeader/Filer/USAddress/AddressLine101701 Ridge Rd
ReturnHeader/Filer/USAddress/City0Raleigh
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DONNA T D'ORAZIO CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108311 Brier Creek Pkwy Ste 105-248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027617
ReturnHeader/PreparerPersonGrp/PhoneNum09192930459
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA D'ORAZIO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-11T14:44:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,003
Liabilities
-
Net assets
$57,003
Revenue
$89,841
Expenses
$79,953
Net income
$9,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.77$1.03$0.26
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.76$1.01$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.75$0.88$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.89$0.50$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.45$0.36$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.68$0.85$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.81$0.72$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.77$0.83$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.85$0.63$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.91$0.99$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.96$0.99$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.90$0.80$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$0.71$0.90$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.73$0.62$0.10
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.59$0.60$0.00