Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 56-1394666

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 01, 2018

Organization ProfileWWW.PINEVILLEPTA.WIX.COM
204 Lowry StreetPineville, NC 28134

(980) 343-3920

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$18,242

Down $9,276 (-34%) from 2017

Net Assets

Down

$18,242

Down $9,276 (-34%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin9th percentile

Revenue

Down

$21,571

Down $4,413 (-17%) from 2017

Expenses

Down

$30,923

Down $3,666 (-11%) from 2017

Net Income

Down

-$9,352

Down $747 (-8.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$60K$40K$20K$0Assets 2012: $10,284Liabilities 2012: $02012Assets 2013: $14,802Liabilities 2013: $02013Assets 2014: $19,243Liabilities 2014: $02014Assets 2015: $40,152Liabilities 2015: $02015Assets 2016: $36,199Liabilities 2016: $02016Assets 2017: $27,518Liabilities 2017: $0Net Assets 2017: $27,5182017Assets 2018: $18,242Liabilities 2018: $0Net Assets 2018: $18,2422018Assets 2019: $15,209Liabilities 2019: $0Net Assets 2019: $15,2092019Assets 2022: $39,160Net Assets 2022: $39,1602022Assets 2023: $42,901Liabilities 2023: $0Net Assets 2023: $42,9012023Assets 2024: $44,406Liabilities 2024: $0Net Assets 2024: $44,4062024Assets 2025: $45,053Net Assets 2025: $45,0532025

Highlighted filing

2018

Assets$18,242
Liabilities$0
Net Assets$18,242
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0-$50KRevenue 2012: $18,275Expenses 2012: $13,023Net Income 2012: $5,2522012Revenue 2013: $24,932Expenses 2013: $20,414Net Income 2013: $4,5182013Revenue 2014: $20,831Expenses 2014: $16,390Net Income 2014: $4,4412014Revenue 2015: $38,286Expenses 2015: $17,377Net Income 2015: $20,9092015Revenue 2016: $18,733Expenses 2016: $15,447Net Income 2016: $3,2862016Revenue 2017: $25,984Expenses 2017: $34,589Net Income 2017: -$8,6052017Revenue 2018: $21,571Expenses 2018: $30,923Net Income 2018: -$9,3522018Revenue 2019: $18,448Expenses 2019: $21,481Net Income 2019: -$3,0332019Revenue 2022: $43,050Expenses 2022: $39,399Net Income 2022: $3,6512022Revenue 2023: $50,886Expenses 2023: $47,145Net Income 2023: $3,7412023Revenue 2024: $57,271Expenses 2024: $55,766Net Income 2024: $1,5052024Revenue 2025: $85,277Expenses 2025: $84,630Net Income 2025: $6472025

Highlighted filing

2018

Revenue$21,571
Expenses$30,923
Net Income-$9,352
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 1, 2018
Return Version
2017v2.2
Gross Receipts
$50,477
Mission and Program Overview

Mission

To support and connect the teachers parents and students at Pineville Elementary through funding curriculum-based programs classroom needs and school wide events and services that enhance learning and support and strengthen the Pineville Elementary community.

ENHANCE STUDENT LEARNING

Program Services

DescriptionGrantsExpenses
SUPPORT TO STAFF AND TEACHERS FOR SUPPLIES AND ITEMS NEEDED TO EDUCATE-$12,670
PROVIDE SCHOOL WITH TECHNOLOGY NEEDED FOR INSTRUCTION-$6,148
PURCHASE BOOKS FOR GUIDED READING ROOM NEEDED FOR STUDENT LITERACY-$1,491
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER HIGGSPresidentPT$0--
SHELINA GUTHRIEVice President-$0--
REBECCA BECKERSecretary-$0--
FABIOLA SOLISTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon----
F Book Fair----
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1394666
Address
204 LOWRY STREET, PINEVILLE, NC 28134

Signing Officer

Name
Heather Higgs
Title
Treasurer
Phone
9803433920
Signed
2018-11-01
Discuss with paid preparer
No

Preparer

Firm
Central Tax Solutions LLC
Address
9635 SOUTHERN PINE BLVD STE 136, Charlotte, NC 28273
Preparer
Fabiola Solis
Phone
7046252525
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountbank interest income 3other interest income 26”

Description of other expenses Part I line 16

“Description amountink cartridges 2,278bank charges 276bonding insurance 290supplies 783school and staff support 12,670staff appreciation 1,509pl equipment 3,922books 1,491summer secretary 1,500technology 6,148”

Other changes in net assets or fund balances Part I line 20

“Description amounteoy cash balance adj to books 76”

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09803433920
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PINEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028134
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027518
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02311
IRS990EZ/CostOfGoodsSoldAmt02705
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9352
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt01346
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IRS990EZ/GrossSalesOfInventoryAmt04051
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0145
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER HIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELINA GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FABIOLA SOLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt076
IRS990EZ/OtherExpensesTotalAmt030867
IRS990EZ/OtherRevenueTotalAmt029
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE STUDENT LEARNING
IRS990EZ/PrintingPublicationsPostageAmt056
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASE BOOKS FOR GUIDED READING ROOM NEEDED FOR STUDENT LITERACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT TO STAFF AND TEACHERS FOR SUPPLIES AND ITEMS NEEDED TO EDUCATE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SCHOOL WITH TECHNOLOGY NEEDED FOR INSTRUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01491
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112670
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26148
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026201
IRS990EZ/SpecialEventsNetIncomeLossAmt017740
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030923
IRS990EZ/TotalProgramServiceExpensesAmt020309
IRS990EZ/TotalRevenueAmt021571
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.PINEVILLEPTA.WIX.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt065599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0284047
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0299181
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050676
IRS990ScheduleA/Total509Grp/TotalAmt0299181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050676
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299181
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0F BOOK FAIR
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK INTEREST INCOME 3OTHER INTEREST INCOME 26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINK CARTRIDGES 2,278BANK CHARGES 276BONDING INSURANCE 290SUPPLIES 783SCHOOL AND STAFF SUPPORT 12,670STAFF APPRECIATION 1,509PL EQUIPMENT 3,922BOOKS 1,491SUMMER SECRETARY 1,500TECHNOLOGY 6,148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTEOY CASH BALANCE ADJ TO BOOKS 76
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER HIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803433920
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561394666
ReturnHeader/Filer/USAddress/AddressLine1Txt0204 LOWRY STREET
ReturnHeader/Filer/USAddress/CityNm0PINEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028134
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.92.75.210
ReturnHeader/FilingSecurityInformation/IPDt02018-11-01
ReturnHeader/FilingSecurityInformation/IPTm017:23:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812562893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CENTRAL TAX SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09635 SOUTHERN PINE BLVD STE 136
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028273
ReturnHeader/PreparerPersonGrp/PhoneNum07046252525
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FABIOLA SOLIS
ReturnHeader/ReturnTs02018-11-01T18:16:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,242
Liabilities
$0
Net assets
$18,242
Revenue
$21,571
Expenses
$30,923
Net income
-$9,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.1$45.1$85.3$84.6$0.65
2024Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$57.3$55.8$1.51
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$50.9$47.1$3.74
2022Detailed filing. Detailed filing data is available for this year.$39.2$39.2$43.1$39.4$3.65
2019Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$18.4$21.5$3.03
2018Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$21.6$30.9$9.35
2017Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$26.0$34.6$8.61
2016Summary only. Only limited summary data is available for this year.$36.2$0.00$18.7$15.4$3.29
2015Summary only. Only limited summary data is available for this year.$40.2$0.00$38.3$17.4$20.9
2014Summary only. Only limited summary data is available for this year.$19.2$0.00$20.8$16.4$4.44
2013Summary only. Only limited summary data is available for this year.$14.8$0.00$24.9$20.4$4.52
2012Summary only. Only limited summary data is available for this year.$10.3$0.00$18.3$13.0$5.25