Civic Intelligence

PTA North Carolina Congress Cary Elementary PTA

EIN 56-1295044 • 501(c)3 • Cary, NC

Profile

PTA providing support for a public elementary school

400 Kildaire Farm RdCary, NC 27511-3434
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

31st percentile

-10%

Higher net margin than 31% 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

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$21,783

Down $4,010 (-16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$21,783

Down $4,010 (-16%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin31st percentile

Revenue

Up

$51,328

Up $16,736 (+48%) from 2024

Expenses

Up

$56,463

Up $30,735 (+119%) from 2024

Net Income

Down

-$5,135

Down $13,999 (-158%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$30K$20K$10K$0Assets 2012: $10,507Liabilities 2012: $02012Assets 2023: $16,629Liabilities 2023: $0Net Assets 2023: $16,6292023Assets 2024: $25,793Liabilities 2024: $0Net Assets 2024: $25,7932024Assets 2025: $21,783Liabilities 2025: $0Net Assets 2025: $21,7832025

Highlighted filing

2025

Assets$21,783
Liabilities$0
Net Assets$21,783
Open 2025 Filing

Operations Trend

Revenue Growth84th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $39,004Expenses 2012: $37,693Net Income 2012: $1,3112012Revenue 2023: $32,643Expenses 2023: $33,755Net Income 2023: -$1,1122023Revenue 2024: $34,592Expenses 2024: $25,728Net Income 2024: $8,8642024Revenue 2025: $51,328Expenses 2025: $56,463Net Income 2025: -$5,1352025

Highlighted filing

2025

Revenue$51,328
Expenses$56,463
Net Income-$5,135
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$21,783
Liabilities
$0
Net assets
$21,783
Revenue
$51,328
Expenses
$56,463
Net income
-$5,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.00$21.8$51.3$56.5$5.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.00$25.8$34.6$25.7$8.86
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$32.6$33.8$1.11
2012Summary only. Only limited summary data is available for this year.$10.5$0.00$39.0$37.7$1.31
Latest Detailed Filing

The latest 2025 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 13, 2023
Return Version
2022v5.0
Gross Receipts
$64,368
Mission and Program Overview

Mission

PTA providing support for a public elementary school

Program Services

DescriptionGrantsExpenses
School Community support events in the form of teacher meals, book fair, fun run, and teacher appreciation.-$22,706
Money for teachers to purchase classroom supplies-$8,221
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth DickersonTreasurerPT$0--
Viviana VallePresidentPT$0--
April FarleyVice PresidentPT$0--
Katie RichardsSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$46,634$46,634$26,827$19,807
Memberships and Sponsors$10,133$10,133-$10,133
Total Events$63,332$63,332$31,725$31,607
Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress Cary Elementary PTA
EIN
56-1295044
Address
400 KILDAIRE FARM RD, CARY, NC 27511-3434

Signing Officer

Name
Beth Dickerson
Title
PTA Treasurer
Signed
2023-11-13
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Cultural arts programs, teacher appreciation events, other school needs”

Raw XML Appendix201 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Beth Dickerson
IRS990EZ/BooksInCareOfDetail/PhoneNum09198896972
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 Hudson Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cary
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017741
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016629
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010133
IRS990EZ/CostOfGoodsSoldAmt04898
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1112
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0179
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017741
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016629
IRS990EZ/FundraisingGrossIncomeAmt046634
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08221
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01667
IRS990EZ/GrossReceiptsAmt064368
IRS990EZ/GrossSalesOfInventoryAmt06565
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01035
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017741
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016629
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017741
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016629
IRS990EZ/OccupancyRentUtltsAndMaintAmt02199
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Beth Dickerson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Viviana Valle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2April Farley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Richards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt022706
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA providing support for a public elementary school
IRS990EZ/PrintingPublicationsPostageAmt0450
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Community support events in the form of teacher meals, book fair, fun run, and teacher appreciation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Money for teachers to purchase classroom supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18221
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026827
IRS990EZ/SpecialEventsNetIncomeLossAmt019807
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033755
IRS990EZ/TotalProgramServiceExpensesAmt030927
IRS990EZ/TotalRevenueAmt032643
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056767
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00002
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99998
IRS990ScheduleA/PublicSupportTotal509Amt063332
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt063332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063333
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031725
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Memberships and Sponsors
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt046634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt046634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063332
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031607
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04898
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031725
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt026827
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Cultural arts programs, teacher appreciation events, other school needs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Dickerson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA North Carolina Congress Cary Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561295044
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 KILDAIRE FARM RD
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275113434
ReturnHeader/ReturnTs02023-11-13T15:31:49Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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