Civic Intelligence

PTA North Carolina Congress Eastover Elementary School PTA

990 • Fiscal year 2019 • EIN 56-1281364

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 29, 2019

500 Cherokee RoadCharlotte, NC 28207

(980) 343-5505

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

102%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

105%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$155,149

Up $78,306 (+102%) from 2018

Net Assets

Up

$155,149

Up $78,306 (+102%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$288,533

Up $147,609 (+105%) from 2018

Expenses

Up

$210,227

Up $69,894 (+50%) from 2018

Net Income

Up

$78,306

Up $77,715 (+13150%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$155,149
Liabilities$0
Net Assets$155,149

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$288,533
Expenses$210,227
Net Income$78,306
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 29, 2019
Return Version
2018v3.1
Gross Receipts
$344,331
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$76,843$155,149▲ $78,306
Cash and Non-Interest-Bearing Accounts$66,777$143,235▲ $76,458
Accounts Receivable$6,869$8,780▲ $1,911
Inventories for Sale or Use$3,197$3,134▼ $63
Savings and Temporary Cash Investments-$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$76,843$155,149▲ $78,306
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$76,843$155,149▲ $78,306
Total Liabilities and Net Assets / Fund Balance$76,843$155,149▲ $78,306
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann ManningAcademics Chair
Jay BrownlowAudit Chair
Susan McCarterFund. Chair
Justin HicksGrounds Chair
Ann-Miller MattocksPresident
MC PhillipsVice President
Audra CooperDirector
Laura MurdockDirector
Lindsay JonesDirector
Rebecca NesbitCommunications
Laura SammonsNew Families
Anne BellNominating
Tracy MullisSecretary
Natasha ScrivenerSpecial Events
Susan HollowayTreasurer
Katy HarveyVP on Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$307,331
Program Service Revenue
$32,371
Investment Income
$61
Other Revenue
$-51,230
All Other Contributions
$271,925
Change in Net Assets
$78,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,227
Total Fundraising Expense$14,144
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$132,921$2,859$747$136,527
Other Expenses$16,128-$13,397$13,397
Insurance-$400-$400
Total Functional Expenses$192,824$3,259$14,144$210,227
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$52,509
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$33,726-$52,509-
Total Events$33,726-$52,509$-52,509
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
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Line 11B: Form 990 Review Process

The 990 is reviewed by the Treasurer.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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
Ann-Miller Mattocks
Title
President
Signed
2019-12-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann-Miller Mattocks
Formed
2004
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
345

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

Admin Conference: Column (A) - Total = $5085; Column (B) - Program Services = $5085; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Agendas & Subscriptions: Column (A) - Total = $8697; Column (B) - Program Services = $8697; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Art by Me : Column (A) - Total = $2007; Column (B) - Program Services = $2007; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Art Room: Column (A) - Total = $1700; Column (B) - Program Services = $1700; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Bank Service Charges: Column (A) - Total = $350; Column (B) - Program Services = $0; Column (C) - Management & General = $350; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Book Fair : Column (A) - Total = $4351; Column (B) - Program Services = $4351; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Chess: Column (A) - Total = $9845; Column (B) - Program Services = $9845; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Classroom Allocation: Column (A) - Total = $4129; Column (B) - Program Services = $4129; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Community Outreach: Column (A) - Total = $511; Column (B) - Program Services = $511; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Copier/Office Support/Supplies: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Directory Expense: Column (A) - Total = $903; Column (B) - Program Services = $903; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Enrichment Programming: Column (A) - Total = $4320; Column (B) - Program Services = $4320; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Exceptional Children Program: Column (A) - Total = $957; Column (B) - Program Services = $957; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Fall Fun Day: Column (A) - Total = $9485; Column (B) - Program Services = $9485; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Field Trip Scholarships: Column (A) - Total = $7490; Column (B) - Program Services = $7490; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Fifth Grade Graduation: Column (A) - Total = $542; Column (B) - Program Services = $542; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Garden: Column (A) - Total = $509; Column (B) - Program Services = $509; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Ground Enhancement: Column (A) - Total = $1199; Column (B) - Program Services = $1199; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Grounds Maintenance: Column (A) - Total = $8413; Column (B) - Program Services = $8413; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Health Room: Column (A) - Total = $464; Column (B) - Program Services = $464; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

INVEST Support: Column (A) - Total = $312; Column (B) - Program Services = $312; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Literacy: Column (A) - Total = $2258; Column (B) - Program Services = $2258; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Math Enrichment: Column (A) - Total = $1752; Column (B) - Program Services = $1752; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Media Center: Column (A) - Total = $4219; Column (B) - Program Services = $4219; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Membership Dues: Column (A) - Total = $992; Column (B) - Program Services = $992; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous Exp: Column (A) - Total = $7562; Column (B) - Program Services = $7562; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Music Room: Column (A) - Total = $873; Column (B) - Program Services = $873; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

New Parent: Column (A) - Total = $1216; Column (B) - Program Services = $1216; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

NHS Induction: Column (A) - Total = $71; Column (B) - Program Services = $71; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Other Expenses: Column (A) - Total = $2686; Column (B) - Program Services = $2686; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Principal's Fund: Column (A) - Total = $3010; Column (B) - Program Services = $3010; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Prospective Parents: Column (A) - Total = $2419; Column (B) - Program Services = $2419; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PTA Operations/Supplies: Column (A) - Total = $2509; Column (B) - Program Services = $0; Column (C) - Management & General = $2509; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PTA President's Fund: Column (A) - Total = $922; Column (B) - Program Services = $922; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

School Furnishings: Column (A) - Total = $4012; Column (B) - Program Services = $4012; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SOAR Expenses: Column (A) - Total = $747; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $747

Form 990, Part IX, Line 24E: Other Expenses

Spanish: Column (A) - Total = $8963; Column (B) - Program Services = $8963; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Staff Appreciation: Column (A) - Total = $7150; Column (B) - Program Services = $7150; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Student Services: Column (A) - Total = $145; Column (B) - Program Services = $145; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Summer Fund: Column (A) - Total = $2000; Column (B) - Program Services = $2000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Talent Development: Column (A) - Total = $1032; Column (B) - Program Services = $1032; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Training Grants: Column (A) - Total = $9888; Column (B) - Program Services = $9888; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

VI: Column (A) - Total = $832; Column (B) - Program Services = $832; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020

Document Assets

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Filings

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