Civic Intelligence

PTA North Carolina Congress

EIN 56-1524642 • 501(c)3 • Charlotte, NC

Profile

Support of student activities and education curricula.

1241 East Tenth StreetCharlotte, NC 28204

www.piedmontptsa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

84%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

40%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$72,438

Up $33,166 (+84%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$72,438

Up $33,166 (+84%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin91st percentile

Revenue

Up

$62,028

Up $17,604 (+40%) from 2021

Expenses

Down

$28,862

Down $18,624 (-39%) from 2021

Net Income

Up

$33,166

Up $36,228 (+1183%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $19,391Liabilities 2010: $0Net Assets 2010: $19,3912010Assets 2011: $10,492Liabilities 2011: $0Net Assets 2011: $10,4922011Assets 2012: $12,137Liabilities 2012: $0Net Assets 2012: $12,1372012Assets 2013: $18,268Liabilities 2013: $02013Assets 2014: $19,564Liabilities 2014: $0Net Assets 2014: $19,5642014Assets 2015: $22,508Liabilities 2015: $0Net Assets 2015: $22,5082015Assets 2016: $16,837Net Assets 2016: $16,8372016Assets 2017: $15,223Liabilities 2017: $02017Assets 2018: $15,382Net Assets 2018: $15,3822018Assets 2019: $13,998Net Assets 2019: $13,9982019Assets 2020: $42,334Net Assets 2020: $42,3342020Assets 2021: $39,272Net Assets 2021: $39,2722021Assets 2022: $72,438Liabilities 2022: $0Net Assets 2022: $72,4382022

Highlighted filing

2022

Assets$72,438
Liabilities$0
Net Assets$72,438
Open 2022 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2010: $34,437Expenses 2010: $31,691Net Income 2010: $2,7462010Revenue 2011: $29,587Expenses 2011: $38,486Net Income 2011: -$8,8992011Revenue 2012: $37,671Expenses 2012: $36,026Net Income 2012: $1,6452012Revenue 2013: $40,734Expenses 2013: $34,603Net Income 2013: $6,1312013Revenue 2014: $40,604Expenses 2014: $39,292Net Income 2014: $1,3122014Revenue 2015: $44,101Expenses 2015: $41,154Net Income 2015: $2,9472015Revenue 2016: $34,242Expenses 2016: $39,913Net Income 2016: -$5,6712016Revenue 2017: $38,072Expenses 2017: $39,814Net Income 2017: -$1,7422017Revenue 2018: $30,997Expenses 2018: $31,264Net Income 2018: -$2672018Revenue 2019: $34,971Expenses 2019: $35,951Net Income 2019: -$9802019Revenue 2020: $52,212Expenses 2020: $24,161Net Income 2020: $28,0512020Revenue 2021: $44,424Expenses 2021: $47,486Net Income 2021: -$3,0622021Revenue 2022: $62,028Expenses 2022: $28,862Net Income 2022: $33,1662022

Highlighted filing

2022

Revenue$62,028
Expenses$28,862
Net Income$33,166
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$72,438
Liabilities
$0
Net assets
$72,438
Revenue
$62,028
Expenses
$28,862
Net income
$33,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.4$0.00$72.4$62.0$28.9$33.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$39.3$44.4$47.5$3.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$42.3$52.2$24.2$28.1
2019Detailed filing. Detailed filing data is available for this year.$14.0$14.0$35.0$36.0$0.98
2018Detailed filing. Detailed filing data is available for this year.$15.4$15.4$31.0$31.3$0.27
2017Summary only. Only limited summary data is available for this year.$15.2$0.00$38.1$39.8$1.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$16.8$34.2$39.9$5.67
2015Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$44.1$41.2$2.95
2014Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$40.6$39.3$1.31
2013Summary only. Only limited summary data is available for this year.$18.3$0.00$40.7$34.6$6.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.00$12.1$37.7$36.0$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.00$10.5$29.6$38.5$8.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.00$19.4$34.4$31.7$2.75
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 19, 2019
Return Version
2018v3.1
Gross Receipts
$51,785
Mission and Program Overview

Mission

Support of student activities and education curricula.

Support of student activities and education curriculum

Program Services

DescriptionGrantsExpenses
GENERAL SCHOOL SUPPORT INCLUDING STAFF DEVELOPMENT, GROUNDS, HEALTH ROOM, MEDIA CENTER, STUDENT SERVICES, TECHNOLOGY AND TEACHER NEEDS.-$14,741
TEACHER AND STAFF APPRECIATION, INCENTIVES AND HOSPITALITY-$7,897
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE DAVISPresidentPT$0--
SHANTA BROWNVice President-$0--
TRACEY ROSENBERGTreasurer-$0--
TAMARA HARRISONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1524642
Phone
9803435435
Address
1241 EAST TENTH STREET, CHARLOTTE, NC 28204

Signing Officer

Name
Tracey Rosenberg
Title
Treasurer
Phone
9803435435
Signed
2019-08-19
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
5110 PARK RD, CHARLOTTE, NC 28209
Preparer
Theresa Pearlman
Phone
7045229600
Supplemental Narrative

Additional Explanations

Part 1, Line 8

“Income from sales tax refund and 8th grade social”

Part 1, Line 13

“Includes admin expense and bonding insurance”

Part 1, Line 16

“Includes general school support, grade level support, social events and staff appreciation”

Raw XML Appendix163 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/PersonNm0TRACEY ROSENBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum07045748363
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01241 EAST TENTH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014978
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013998
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012573
IRS990EZ/CostOfGoodsSoldAmt011372
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-980
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03605
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014978
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013998
IRS990EZ/FundraisingGrossIncomeAmt05246
IRS990EZ/GrossProfitLossSlsOfInvntryAmt017662
IRS990EZ/GrossReceiptsAmt051785
IRS990EZ/GrossSalesOfInventoryAmt029034
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0615
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014978
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014978
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013998
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VALERIE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANTA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACEY ROSENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMARA HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032158
IRS990EZ/OtherRevenueTotalAmt04315
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF STUDENT ACTIVITIES AND EDUCATION CURRICULUM
IRS990EZ/PrintingPublicationsPostageAmt0188
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GENERAL SCHOOL SUPPORT INCLUDING STAFF DEVELOPMENT, GROUNDS, HEALTH ROOM, MEDIA CENTER, STUDENT SERVICES, TECHNOLOGY AND TEACHER NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER AND STAFF APPRECIATION, INCENTIVES AND HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014741
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17897
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05442
IRS990EZ/SpecialEventsNetIncomeLossAmt0-196
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035951
IRS990EZ/TotalProgramServiceExpensesAmt022638
IRS990EZ/TotalRevenueAmt034971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PIEDMONTPTSA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077543
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0219082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04315
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01123
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02964
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01319
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09721
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96820
IRS990ScheduleA/PublicSupportPY509Pct00.98340
IRS990ScheduleA/PublicSupportTotal509Amt0296625
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063210
IRS990ScheduleA/Total509Grp/TotalAmt0296625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063210
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME FROM SALES TAX REFUND AND 8TH GRADE SOCIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCLUDES ADMIN EXPENSE AND BONDING INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCLUDES GENERAL SCHOOL SUPPORT, GRADE LEVEL SUPPORT, SOCIAL EVENTS AND STAFF APPRECIATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACEY ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435435
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PIED
ReturnHeader/Filer/EIN0561524642
ReturnHeader/Filer/PhoneNum09803435435
ReturnHeader/Filer/USAddress/AddressLine1Txt01241 EAST TENTH STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028204
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B2B5C4609F0FADCDBEE060A56D40FB613825801F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2B5C4609F0FADCDBEE060A56D40FB613825801F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.72.217.63
ReturnHeader/FilingSecurityInformation/IPDt02019-09-09
ReturnHeader/FilingSecurityInformation/IPTm011:00:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05110 PARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028209
ReturnHeader/PreparerPersonGrp/PhoneNum07045229600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa Pearlman
ReturnHeader/ReturnTs02019-09-03T17:06:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits