Civic Intelligence

PTA North Carolina Congress Cary Elementary PTA

990EZ • Fiscal year 2024 • EIN 56-1295044

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

Organization Profilewww.caryelementarypta.com
400 Kildaire Farm RdCary, NC 27511-3434

(919) 667-8357

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

55%

Faster asset growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

6.0%

Faster revenue growth than 54% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$25,793

Up $9,164 (+55%) from 2023

Net Assets

Up

$25,793

Up $9,164 (+55%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin79th percentile

Revenue

Up

$34,592

Up $1,949 (+6.0%) from 2023

Expenses

Down

$25,728

Down $8,027 (-24%) from 2023

Net Income

Up

$8,864

Up $9,976 (+897%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2024

Assets$25,793
Liabilities$0
Net Assets$25,793
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

2024

Revenue$34,592
Expenses$25,728
Net Income$8,864
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.0
Gross Receipts
$70,281
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. Supports ~80 staff, ~495 students and approximately 2,000 family and community members.-$37,538
Support for classroom operations, student health, and enrichment programs. Approximately 495 students and 80 staff were supported.$4,957$10,908
School facilities maintenance and improvement. Supports approximately 495 students, 80 staff, and 2,000 family and community members.-$626
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth DickersonTreasurerPT$0--
Viviana VallePresidentPT$0--
April FarleyVice PresidentPT$0--
Katie RichardsSecretaryPT$0--
Katie HerndonAdvocacy ChairPT$0--
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
Ben Murphy
Title
PTA Treasurer (2024-2025)
Phone
9196678357
Signed
2024-11-07
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Other expenses include those related to payment of local artists for classroom-based enrichment programs (accounts for the majority of this Line Item), cost of mandatory insurance, costs for incentivizing membership recruitment, and costs for furnishing organizational meetings.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ben Murphy
IRS990EZ/BooksInCareOfDetail/PhoneNum09196678357
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0515 Webster St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cary
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016929
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025793
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt058407
IRS990EZ/CostOfGoodsSoldAmt011149
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08864
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0199
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016929
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025793
IRS990EZ/FundraisingGrossIncomeAmt02385
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0527
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017892
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-8164
IRS990EZ/GrossReceiptsAmt070281
IRS990EZ/GrossSalesOfInventoryAmt02985
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01571
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016929
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025793
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016929
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025793
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Beth Dickerson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Viviana Valle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2April Farley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Richards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Katie Herndon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Advocacy Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt06447
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA providing support for a public elementary school
IRS990EZ/PrintingPublicationsPostageAmt01190
IRS990EZ/ProgramServiceRevenueAmt04405
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support for classroom operations, student health, and enrichment programs. Approximately 495 students and 80 staff were supported.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Community support events in the form of teacher meals, book fair, fun run, and teacher appreciation. Supports ~80 staff, ~495 students and approximately 2,000 family and community members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School facilities maintenance and improvement. Supports approximately 495 students, 80 staff, and 2,000 family and community members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04957
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010908
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137538
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2626
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024540
IRS990EZ/SpecialEventsNetIncomeLossAmt0-21628
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025728
IRS990EZ/TotalProgramServiceExpensesAmt049072
IRS990EZ/TotalRevenueAmt034592
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.caryelementarypta.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0116625
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016986
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0133611
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0133611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0133613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses include those related to payment of local artists for classroom-based enrichment programs (accounts for the majority of this Line Item), cost of mandatory insurance, costs for incentivizing membership recruitment, and costs for furnishing organizational meetings.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ben Murphy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer (2024-2025)
ReturnHeader/BusinessOfficerGrp/PhoneNum09196678357
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
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/ReturnTs02024-11-07T13:39:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,793
Liabilities
$0
Net assets
$25,793
Revenue
$34,592
Expenses
$25,728
Net income
$8,864
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
2024Detailed filing. Detailed filing data is available for this year.$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