Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 56-1397002

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 30, 2015

Organization ProfileWWW.ODELLPTA.ORG
1215 Moss Farm RoadConcord, NC 28027

(704) 782-0601

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-3.0%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$55,004

Up $8,808 (+19%) from 2014

Net Assets

$55,004

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin70th percentile

Revenue

Down

$63,668

Down $1,960 (-3.0%) from 2014

Expenses

Up

$54,860

Up $13,516 (+33%) from 2014

Net Income

Down

$8,808

Down $15,476 (-64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$200K$150K$100K$50K$0Assets 2011: $32,216Liabilities 2011: $02011Assets 2012: $27,576Liabilities 2012: $02012Assets 2013: $21,912Liabilities 2013: $02013Assets 2014: $46,196Liabilities 2014: $02014Assets 2015: $55,004Liabilities 2015: $0Net Assets 2015: $55,0042015Assets 2016: $43,255Net Assets 2016: $43,2552016Assets 2018: $23,548Net Assets 2018: $23,5482018Assets 2019: $56,138Liabilities 2019: $0Net Assets 2019: $56,1382019Assets 2021: $40,482Liabilities 2021: $02021Assets 2022: $113,059Liabilities 2022: $0Net Assets 2022: $113,0592022Assets 2023: $120,212Liabilities 2023: $0Net Assets 2023: $120,2122023Assets 2024: $147,608Liabilities 2024: $0Net Assets 2024: $147,6082024Assets 2025: $177,700Liabilities 2025: $0Net Assets 2025: $177,7002025

Highlighted filing

2015

Assets$55,004
Liabilities$0
Net Assets$55,004
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $46,980Expenses 2011: $39,901Net Income 2011: $7,0792011Revenue 2012: $59,696Expenses 2012: $64,336Net Income 2012: -$4,6402012Revenue 2013: $58,397Expenses 2013: $64,061Net Income 2013: -$5,6642013Revenue 2014: $65,628Expenses 2014: $41,344Net Income 2014: $24,2842014Revenue 2015: $63,668Expenses 2015: $54,860Net Income 2015: $8,8082015Revenue 2016: $58,320Expenses 2016: $70,069Net Income 2016: -$11,7492016Revenue 2018: $57,709Expenses 2018: $53,537Net Income 2018: $4,1722018Revenue 2019: $202,407Expenses 2019: $169,816Net Income 2019: $32,5912019Revenue 2021: $72,880Expenses 2021: $32,398Net Income 2021: $40,4822021Revenue 2022: $96,533Expenses 2022: $55,673Net Income 2022: $40,8602022Revenue 2023: $139,162Expenses 2023: $132,009Net Income 2023: $7,1532023Revenue 2024: $154,743Expenses 2024: $127,347Net Income 2024: $27,3962024Revenue 2025: $167,518Expenses 2025: $137,426Net Income 2025: $30,0922025

Highlighted filing

2015

Revenue$63,668
Expenses$54,860
Net Income$8,808
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$104,322
Mission and Program Overview

Mission

Support educational supplies & programs

Promote educational supplies and program

Program Services

DescriptionGrantsExpenses
SPECIAL REQUESTS FOR COMPUTERS ETC-$30,768
TEACHER AND STAFF REIMBURSEMENTS-$10,190
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BELINDA MARIUSTreasurerPT$0--
KATY MCNAYPresidentPT$0--
KIM CASTLESSecretaryPT$0--
LEIGH RIFFEVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Booserthon$40,086$40,086$19,787$20,299
Fall Fest$11,888$11,888$7,760$4,128
Total Events$88,903$88,903$40,654$48,249
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1397002
Address
1215 MOSS FARM ROAD, CONCORD, NC 28027

Signing Officer

Name
Belinda Marius
Title
Treasurer
Signed
2015-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Mary F Bobbitt CPA
Address
PO BOX 1864, Hillsville, VA 24343
Preparer
Mary F Bobbitt
Phone
2767289028
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbank fees 141liability insurance 565pta membership expense 859supplies 742meeting expenses 1,510awards and achievements 1,142fifth grade graduation 1,668staff and volunteer appreciation 2,764teacher and staff reimbursements 10,190special requests 30,768”

Raw XML Appendix161 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/BooksInCareOfDetail/PersonNm0BELINDA MARIUS
IRS990EZ/BooksInCareOfDetail/PhoneNum07047820601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01215 MOSS FARM ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046196
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055004
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013515
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08808
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046196
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055004
IRS990EZ/FundraisingGrossIncomeAmt088903
IRS990EZ/GrossReceiptsAmt0104322
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01904
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046196
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055004
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046196
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055004
IRS990EZ/OccupancyRentUtltsAndMaintAmt02930
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BELINDA MARIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATY MCNAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM CASTLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEIGH RIFFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt050349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATIONAL SUPPLIES AND PROGRAM
IRS990EZ/PrintingPublicationsPostageAmt01581
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL REQUESTS FOR COMPUTERS ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER AND STAFF REIMBURSEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030768
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110190
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040654
IRS990EZ/SpecialEventsNetIncomeLossAmt048249
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054860
IRS990EZ/TotalProgramServiceExpensesAmt040958
IRS990EZ/TotalRevenueAmt063668
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ODELLPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029566
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt088903
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0104019
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0192922
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0222488
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/Total509Grp/TotalAmt0222488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0104322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222488
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040654
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOSERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040086
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt036929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt040086
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt036929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt088903
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048249
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013107
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07760
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019787
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK FEES 141LIABILITY INSURANCE 565PTA MEMBERSHIP EXPENSE 859SUPPLIES 742MEETING EXPENSES 1,510AWARDS AND ACHIEVEMENTS 1,142FIFTH GRADE GRADUATION 1,668STAFF AND VOLUNTEER APPRECIATION 2,764TEACHER AND STAFF REIMBURSEMENTS 10,190SPECIAL REQUESTS 30,768
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BELINDA MARIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561397002
ReturnHeader/Filer/USAddress/AddressLine1Txt01215 MOSS FARM ROAD
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621717671
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY F BOBBITT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1864
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hillsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024343
ReturnHeader/PreparerPersonGrp/PhoneNum02767289028
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY F BOBBITT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-30T09:06:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,004
Liabilities
$0
Net assets
$55,004
Revenue
$63,668
Expenses
$54,860
Net income
$8,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.68$1.37$0.30
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$1.55$1.27$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.39$1.32$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.97$0.56$0.41
2021Summary only. Only limited summary data is available for this year.$0.40$0.00$0.73$0.32$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$2.02$1.70$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.24$0.58$0.54$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.58$0.70$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.64$0.55$0.09
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$0.66$0.41$0.24
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.58$0.64$0.06
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.60$0.64$0.05
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.47$0.40$0.07