Civic Intelligence

PTA North Carolina Congress Alexander Graham Middle School

990 • Fiscal year 2014 • EIN 56-1406411

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

1800 Runnymede Lane28211

(980) 343-5810

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 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$0

Down $46,159 (-100%) from 2013

Net Assets

Down

$0

Down $46,159 (-100%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$178,936

Up $28,475 (+19%) from 2013

Expenses

Up

$225,095

Up $46,743 (+26%) from 2013

Net Income

Down

-$46,159

Down $18,268 (-65%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $51,738Net Assets 2011: $51,7382011Assets 2012: $74,050Net Assets 2012: $74,0502012Assets 2013: $46,159Net Assets 2013: $46,1592013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $146,827Expenses 2011: $134,591Net Income 2011: $12,2362011Revenue 2012: $155,080Expenses 2012: $132,768Net Income 2012: $22,3122012Revenue 2013: $150,461Expenses 2013: $178,352Net Income 2013: -$27,8912013Revenue 2014: $178,936Expenses 2014: $225,095Net Income 2014: -$46,1592014

Highlighted filing

2014

Revenue$178,936
Expenses$225,095
Net Income-$46,159
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$205,836
Mission and Program Overview

Mission

To improve and enhance the educational experience the school provides to Alexander Graham Middle School students and to provide support to the school's students, faculty and staff.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,159$0▼ $46,159
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$46,159$0▼ $46,159
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$46,159--
Total Net Assets Fund Balance$46,159$0▼ $46,159
Total Liabilities and Net Assets / Fund Balance$46,159$0▼ $46,159
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary LunsfordCo-President
Stephanie LeoCo-President
Beth MossPast President
Kathy DockeryPast President
Catherine HensleyPresident Elect
Jennifer McCarthyPresident Elect
Sydney CoffinSecretary
Ashley HewittTreasurer
Jane O'DonoghueTreasurer Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$145,778
Program Service Revenue
$29,567
Investment Income
$0
Other Revenue
$3,591
All Other Contributions
$145,778
Change in Net Assets
$-46,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,095
Total Fundraising Expense$1,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$67,913$10,786$1,610$80,309
Other Expenses$15,198--$15,198
Total Functional Expenses$212,699$10,786$1,610$225,095
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,352
Fundraising Gross Income$8,389
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

EIN
56-1406411
Phone
9803435810

Signing Officer

Name
Jane O'Donoghue
Title
Treasurer Elect
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

After School Clubs: Column (A) - Total = $5100; Column (B) - Program Services = $5100; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Awards Banquet: Column (A) - Total = $1286; Column (B) - Program Services = $1286; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Bulldog Club: Column (A) - Total = $1793; Column (B) - Program Services = $1793; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Campus Beautification: Column (A) - Total = $6735; Column (B) - Program Services = $6735; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Invest Campaign: Column (A) - Total = $1610; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $1610

Form 990, Part IX, Line 24E: Other Expenses

Media Center: Column (A) - Total = $7600; Column (B) - Program Services = $7600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous School Programs: Column (A) - Total = $6813; Column (B) - Program Services = $6813; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Operational Expenses: Column (A) - Total = $6201; Column (B) - Program Services = $0; Column (C) - Management & General = $6201; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Outreach: Column (A) - Total = $4074; Column (B) - Program Services = $4074; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Sales Tax: Column (A) - Total = $4585; Column (B) - Program Services = $0; Column (C) - Management & General = $4585; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Staff Appreciation: Column (A) - Total = $9794; Column (B) - Program Services = $9794; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Student Recognition: Column (A) - Total = $2229; Column (B) - Program Services = $2229; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Uniforms: Column (A) - Total = $8000; Column (B) - Program Services = $8000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Vocabulary Books: Column (A) - Total = $14489; Column (B) - Program Services = $14489; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217027
IRS990/ProgSrvcAccomActy2Grp/Desc0Student Support and Activities - Promoting school spirit and involvement with student incentives and awards, outreach activities, team-building and other extra-curricular activities, recreational sports equipment, after school clubs, and providing facilities and transportation for sports teams.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt060513
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012540
IRS990/ProgSrvcAccomActy3Grp/Desc0School Support - The AGPTA supports the school by paying for various campus maintenance and improvement projects, staff appreciation events and other major efforts to maintain and improve staff morale, scholarships for the staff pursuit of certification or advanced degrees, informational events for current and prospective parents and production of a student directory.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020322
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-46159
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt017027
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0145778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0114567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0110651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0569485
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt065
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0187052
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt065
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04547
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03589
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04811
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01793
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05064
IRS990ScheduleA/OtherIncome509Grp/TotalAmt019804
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97440
IRS990ScheduleA/PublicSupportPY509Pct00.97290
IRS990ScheduleA/PublicSupportTotal509Amt0756537
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0192900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0156269
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0157753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0137797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111818
IRS990ScheduleA/Total509Grp/TotalAmt0756537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0197447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0159858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0162564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0139590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116947
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0776406
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0All assets and liabilities
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02014-07-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0464875051
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt046159
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine101800 Runnymede Lane
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City0Charlotte
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State0NC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode028211
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0All board of directors.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I & 2, Line 2e - Name and Explanation for Involvement in Successor
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2After School Clubs: Column (A) - Total = $5100; Column (B) - Program Services = $5100; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Awards Banquet: Column (A) - Total = $1286; Column (B) - Program Services = $1286; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bulldog Club: Column (A) - Total = $1793; Column (B) - Program Services = $1793; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Campus Beautification: Column (A) - Total = $6735; Column (B) - Program Services = $6735; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Invest Campaign: Column (A) - Total = $1610; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $1610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Media Center: Column (A) - Total = $7600; Column (B) - Program Services = $7600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous School Programs: Column (A) - Total = $6813; Column (B) - Program Services = $6813; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Operational Expenses: Column (A) - Total = $6201; Column (B) - Program Services = $0; Column (C) - Management & General = $6201; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Outreach: Column (A) - Total = $4074; Column (B) - Program Services = $4074; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Sales Tax: Column (A) - Total = $4585; Column (B) - Program Services = $0; Column (C) - Management & General = $4585; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Staff Appreciation: Column (A) - Total = $9794; Column (B) - Program Services = $9794; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Student Recognition: Column (A) - Total = $2229; Column (B) - Program Services = $2229; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Uniforms: Column (A) - Total = $8000; Column (B) - Program Services = $8000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Vocabulary Books: Column (A) - Total = $14489; Column (B) - Program Services = $14489; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses

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