Civic Intelligence

PTA North Carolina Congress

EIN 56-1281364 • 501(c)3 • Charlotte, NC

Profile

To provide student and school support, enrichment and education.

500 Cherokee RoadCharlotte, NC 28207

eastoverpta.org

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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-13%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$59,922

Up $8,946 (+18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$59,922

Up $8,946 (+18%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin54th percentile

Revenue

Down

$215,013

Down $31,763 (-13%) from 2024

Expenses

Down

$206,907

Down $74,615 (-27%) from 2024

Net Income

Up

$8,106

Up $42,852 (+123%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$200K$150K$100K$50K$0Assets 2011: $48,156Net Assets 2011: $48,1562011Assets 2012: $36,801Net Assets 2012: $36,8012012Assets 2013: $41,933Net Assets 2013: $41,9332013Assets 2014: $64,486Liabilities 2014: $0Net Assets 2014: $64,4862014Assets 2015: $70,590Net Assets 2015: $70,5902015Assets 2016: $83,497Net Assets 2016: $83,4972016Assets 2017: $76,252Liabilities 2017: $0Net Assets 2017: $76,2522017Assets 2018: $76,843Liabilities 2018: $0Net Assets 2018: $76,8432018Assets 2019: $155,149Liabilities 2019: $0Net Assets 2019: $155,1492019Assets 2020: $98,151Liabilities 2020: $0Net Assets 2020: $98,1512020Assets 2021: $74,752Net Assets 2021: $74,7522021Assets 2022: $101,783Liabilities 2022: $0Net Assets 2022: $101,7832022Assets 2023: $85,722Liabilities 2023: $0Net Assets 2023: $85,7222023Assets 2024: $50,976Liabilities 2024: $0Net Assets 2024: $50,9762024Assets 2025: $59,922Liabilities 2025: $0Net Assets 2025: $59,9222025

Highlighted filing

2025

Assets$59,922
Liabilities$0
Net Assets$59,922
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $99,038Expenses 2011: $126,495Net Income 2011: -$27,4572011Revenue 2012: $110,197Expenses 2012: $121,552Net Income 2012: -$11,3552012Revenue 2013: $115,326Expenses 2013: $110,194Net Income 2013: $5,1322013Revenue 2014: $153,314Expenses 2014: $130,761Net Income 2014: $22,5532014Revenue 2015: $132,367Expenses 2015: $126,263Net Income 2015: $6,1042015Revenue 2016: $123,075Expenses 2016: $110,168Net Income 2016: $12,9072016Revenue 2017: $151,388Expenses 2017: $158,633Net Income 2017: -$7,2452017Revenue 2018: $140,924Expenses 2018: $140,333Net Income 2018: $5912018Revenue 2019: $288,533Expenses 2019: $210,227Net Income 2019: $78,3062019Revenue 2020: $226,194Expenses 2020: $283,192Net Income 2020: -$56,9982020Revenue 2021: $123,568Expenses 2021: $186,837Net Income 2021: -$63,2692021Revenue 2022: $221,496Expenses 2022: $154,595Net Income 2022: $66,9012022Revenue 2023: $211,972Expenses 2023: $228,033Net Income 2023: -$16,0612023Revenue 2024: $246,776Expenses 2024: $281,522Net Income 2024: -$34,7462024Revenue 2025: $215,013Expenses 2025: $206,907Net Income 2025: $8,1062025

Highlighted filing

2025

Revenue$215,013
Expenses$206,907
Net Income$8,106
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,922
Liabilities
$0
Net assets
$59,922
Revenue
$215,013
Expenses
$206,907
Net income
$8,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$2.15$2.07$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$2.47$2.82$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$2.12$2.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$2.21$1.55$0.67
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.24$1.87$0.63
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$2.26$2.83$0.57
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$2.89$2.10$0.78
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.41$1.40$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.51$1.59$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.23$1.10$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.32$1.26$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.53$1.31$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$1.15$1.10$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$1.10$1.22$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.99$1.26$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 22, 2026
Return Version
2024v5.2
Gross Receipts
$234,322
Mission and Program Overview

Mission

To provide student and school support, enrichment and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$50,976$59,922▲ $8,946
Cash and Non-Interest-Bearing Accounts$47,842$56,788▲ $8,946
Inventories for Sale or Use$3,134$3,134→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$50,976$59,922▲ $8,946
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,976$59,922▲ $8,946
Total Liabilities and Net Assets / Fund Balance$50,976$59,922▲ $8,946
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Thomas CooperAudit Chair
Mary Ladd ReaganPresident
Meredith ReiningerVice President
Andy MichaelDirector
Justin HicksDirector
Lauren SmithDirector
Leigh CorsoDirector
Sara BoehmDirector
Erin WorshamAcademics
Dave HallAt Large
Martha RunkleAt Large
Laura PereseSecretary
Leah HackworthTreasurer
Sarah RichardsonVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$163,064
Program Service Revenue
$5,192
Investment Income
$7
Other Revenue
$46,750
All Other Contributions
$161,714
Change in Net Assets
$8,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,907
Total Fundraising Expense$5,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$95,440$153$5,700$101,293
Other Expenses$12,953--$12,953
Insurance-$400-$400
Total Functional Expenses$200,654$553$5,700$206,907
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$56,928
Fundraising Direct Expenses$16,734
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beat the Eagle$48,227$48,227$6,243$41,984
Total Events$48,227$48,227$6,243$41,984
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the Treasurer.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress
EIN
56-1281364
Phone
9803435505
Address
500 Cherokee Road, Charlotte, NC 28207

Signing Officer

Name
Leah Hackworth
Title
Treasurer
Signed
2026-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ladd Reagan
Formed
2004
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
171

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Agendas: Column (A) - Total = $5260; Column (B) - Program Services = $5260; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Art Room: Column (A) - Total = $2918; Column (B) - Program Services = $2918; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Assistant Principal Fund: Column (A) - Total = $563; Column (B) - Program Services = $563; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Bank Service Charges: Column (A) - Total = $153; Column (B) - Program Services = $0; Column (C) - Management & General = $153; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Book Fair : Column (A) - Total = $705; Column (B) - Program Services = $705; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Carpet Cleaning: Column (A) - Total = $4560; Column (B) - Program Services = $4560; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Classroom Allocation: Column (A) - Total = $4967; Column (B) - Program Services = $4967; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Community Outreach: Column (A) - Total = $774; Column (B) - Program Services = $774; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Eastover Cares: Column (A) - Total = $3704; Column (B) - Program Services = $3704; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Enrichment Programming: Column (A) - Total = $6623; Column (B) - Program Services = $6623; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Exceptional Children Progra: Column (A) - Total = $261; Column (B) - Program Services = $261; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Field Trip Scholarships: Column (A) - Total = $8303; Column (B) - Program Services = $8303; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Fifth Grade Graduation: Column (A) - Total = $2485; Column (B) - Program Services = $2485; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Fundraising Expenses: Column (A) - Total = $5700; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $5700”

Form 990, Part IX, Line 24E

“Grounds Enhancements: Column (A) - Total = $4657; Column (B) - Program Services = $4657; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Grounds Maintenance: Column (A) - Total = $9182; Column (B) - Program Services = $9182; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Health Room : Column (A) - Total = $255; Column (B) - Program Services = $255; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Literacy Support : Column (A) - Total = $2545; Column (B) - Program Services = $2545; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Media Center: Column (A) - Total = $3002; Column (B) - Program Services = $3002; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Membership Dues: Column (A) - Total = $900; Column (B) - Program Services = $900; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Men of Eastover: Column (A) - Total = $209; Column (B) - Program Services = $209; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Music Room: Column (A) - Total = $942; Column (B) - Program Services = $942; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PE support: Column (A) - Total = $483; Column (B) - Program Services = $483; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Principal's Fund: Column (A) - Total = $6348; Column (B) - Program Services = $6348; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Prior Fiscal year expenses: Column (A) - Total = $6854; Column (B) - Program Services = $6854; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Prospective Parents: Column (A) - Total = $2735; Column (B) - Program Services = $2735; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PTA Operations: Column (A) - Total = $4522; Column (B) - Program Services = $4522; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PTA President's Fund: Column (A) - Total = $1793; Column (B) - Program Services = $1793; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“School Furnishings: Column (A) - Total = $2457; Column (B) - Program Services = $2457; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Student Services: Column (A) - Total = $2980; Column (B) - Program Services = $2980; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Talent Development: Column (A) - Total = $890; Column (B) - Program Services = $890; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Teacher Grants: Column (A) - Total = $221; Column (B) - Program Services = $221; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Technology: Column (A) - Total = $1987; Column (B) - Program Services = $1987; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Yearbook: Column (A) - Total = $1355; Column (B) - Program Services = $1355; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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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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