Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 56-1397002

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

Organization ProfileWWW.ODELLPTA.ORG
1215 Moss Farm St NWConcord, NC 28027

(704) 634-7465

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

58th percentile

7.2%

Higher net margin than 58% 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

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

47th percentile

-0.5%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,548

Down $19,707 (-46%) from 2016

Net Assets

Down

$23,548

Down $19,707 (-46%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Down

$57,709

Down $611 (-1.0%) from 2016

Expenses

Down

$53,537

Down $16,532 (-24%) from 2016

Net Income

Up

$4,172

Up $15,921 (+136%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2018

Assets$23,548
Liabilities-
Net Assets$23,548
Open 2018 Filing

Operations Trend

Revenue Growth47th 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

2018

Revenue$57,709
Expenses$53,537
Net Income$4,172
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.2
Gross Receipts
$107,883
Mission and Program Overview

Mission

Support educational supplies & programs

Program Services

DescriptionGrantsExpenses
SPECIAL REQUEST FOR CURRICULUM NEEDS, INSTRUCTIONAL SUPPLIES, SCHOOL SANCTIONED EVENTS-$50,154
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAELA DOOLEYPresidentPT$0--
JENNIFER NOELLEVice PresidentPT$0--
HEATHER BUCKELEWTreasurerPT$0--
DAWN MCLAURINSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$87,957$87,957$50,174$37,783
Total Events$87,957$87,957$50,174$37,783
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1397002
Phone
7046347465
Address
1215 MOSS FARM ST NW, CONCORD, NC 28027

Signing Officer

Name
Heather Buckelew
Title
Treasurer
Phone
7046347465
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Gerald O Dry PA
Address
211 Le Phillip Ct NE, Concord, NC 28025-2900
Preparer
Gerald O Dry Pa
Phone
7047883500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Purchase of equipment 1247.”

Form 990EZ, Part I, Line 16

“Contributions to your school 14607.”

Form 990EZ, Part I, Line 16

“Instructional supplies for your school 31314.”

Form 990EZ, Part I, Line 16

“Membership dues to national & nc pta 841.”

Form 990EZ, Part I, Line 16

“INSURANCE 1400.”

Form 990EZ, Part I, Line 16

“BANK FEES 745.”

Raw XML Appendix162 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/PersonNm0HEATHER BUCKELEW
IRS990EZ/BooksInCareOfDetail/PhoneNum07049079262
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01215 MOSS FARM ST NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019376
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023548
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016718
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04172
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02605
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019376
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023548
IRS990EZ/FundraisingGrossIncomeAmt087957
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0107883
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03208
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019376
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023548
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019376
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023548
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAELA DOOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER NOELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER BUCKELEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAWN MCLAURIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050154
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL SUPPLIES & PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0778
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL REQUEST FOR CURRICULUM NEEDS, INSTRUCTIONAL SUPPLIES, SCHOOL SANCTIONED EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050154
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050174
IRS990EZ/SpecialEventsNetIncomeLossAmt037783
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053537
IRS990EZ/TotalProgramServiceExpensesAmt050154
IRS990EZ/TotalRevenueAmt057709
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ODELLPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024723
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt037783
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt054836
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt056539
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt088903
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0104019
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0342080
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0366803
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104019
IRS990ScheduleA/Total509Grp/TotalAmt0366803
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0366803
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050174
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt087957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt087957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087957
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037783
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050174
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PURCHASE OF EQUIPMENT 1247.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRIBUTIONS TO YOUR SCHOOL 14607.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSTRUCTIONAL SUPPLIES FOR YOUR SCHOOL 31314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP DUES TO NATIONAL & NC PTA 841.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 1400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES 745.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER BUCKELEW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046347465
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561397002
ReturnHeader/Filer/PhoneNum07046347465
ReturnHeader/Filer/USAddress/AddressLine1Txt01215 MOSS FARM ST NW
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028027
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B4CFCE9C7D3D1361B33D66954396F659460DC813
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId093A98AF1B1A51AC00877D4AC7DCB2CEB0A63DFE3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.61.111.26
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:27:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerald O Dry PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 Le Phillip Ct NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0280252900
ReturnHeader/PreparerPersonGrp/PhoneNum07047883500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD O DRY PA
ReturnHeader/ReturnTs02018-11-06T14:27:22-08:00
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
$23,548
Liabilities
-
Net assets
$23,548
Revenue
$57,709
Expenses
$53,537
Net income
$4,172
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
2018Detailed filing. Detailed filing data is available for this year.$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