Civic Intelligence

PTA North Carolina Congress Mcalpine Elementary School PTA

990EZ • Fiscal year 2017 • EIN 56-1531238

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 05, 2017

9100 Carswell LaneCharlotte, NC 28277

(980) 343-3750

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-50%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-1.2%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Flat

$15,795

Flat from 2017

Net Assets

$15,410

No earlier filing loaded for comparison.

Liabilities

Flat

$385

Flat from 2017

Revenue

Flat

$120,964

Flat from 2017

Expenses

Flat

$137,034

Flat from 2017

Net Income

Flat

-$16,070

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $14,743Net Assets 2010: $14,7432010Assets 2011: $13,977Net Assets 2011: $13,9772011Assets 2012: $19,654Net Assets 2012: $19,6542012Assets 2013: $26,236Net Assets 2013: $26,2362013Assets 2014: $27,028Net Assets 2014: $27,0282014Assets 2015: $29,563Liabilities 2015: $20Net Assets 2015: $29,5432015Assets 2016: $31,480Net Assets 2016: $31,4802016Assets 2017: $15,795Liabilities 2017: $385Net Assets 2017: $15,4102017Assets 2017: $15,795Liabilities 2017: $3852017Assets 2018: $34,557Net Assets 2018: $34,5572018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$15,795
Liabilities$385
Net Assets$15,410

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $89,314Expenses 2010: $102,811Net Income 2010: -$13,4972010Revenue 2011: $84,845Expenses 2011: $85,656Net Income 2011: -$8112011Revenue 2012: $86,313Expenses 2012: $80,636Net Income 2012: $5,6772012Revenue 2013: $93,696Expenses 2013: $87,889Net Income 2013: $5,8072013Revenue 2014: $107,301Expenses 2014: $106,509Net Income 2014: $7922014Revenue 2015: $121,331Expenses 2015: $118,903Net Income 2015: $2,4282015Revenue 2016: $122,452Expenses 2016: $120,515Net Income 2016: $1,9372016Revenue 2017: $120,964Expenses 2017: $137,034Net Income 2017: -$16,0702017Revenue 2017: $120,964Expenses 2017: $137,034Net Income 2017: -$16,0702017Revenue 2018: $147,019Expenses 2018: $128,510Net Income 2018: $18,5092018Revenue 2019: $42Expenses 2019: $34,599Net Income 2019: -$34,5572019

Highlighted filing

2017

Revenue$120,964
Expenses$137,034
Net Income-$16,070
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 5, 2017
Return Version
2016v3.0
Gross Receipts
$120,964
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION TECHNOLOGY-ENHANCE COMPUTER HARDWARE & SOFTWARE AT THE SCHOOL. BENEFICIARIES APPROXIMATELY 700 STUDENTS-$84,610
EDUCATIONAL & SCHOOL ENHANCEMENTS-SUPPLEMENTAL CURRICULUM MATERIALS, MEDIA BOOKS, CLASSROOM MATERIALS, BEAUTIFICATION OF SCHOOL-$32,216
CHILDREN'S EDUCATIONAL ENRICHMENT-PROGRAMS IN ADDITION TO BASIS EDUCATION SUCH AS ART, CULTURE AND SCIENCE PROGRAMS-$9,628
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT O'CONNELLBeautificatiPT$0--
LOURDES MATTARPresidentPT$0--
CATHERINE LAUNRENZIEVP Of FundraPT$0--
JENNIFER ROWLANDVP Of VoluntPT$0--
SYNDEE LEEVP Of PrograPT$0--
MIRANDA WASHTreasurerPT$0--
STACY KIKERVP CommunicaPT$0--
KIMBERLY ZUSIVP Of SpeciaPT$0--
JULIE BRAMBLESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1531238
Phone
9803433750
Address
9100 CARSWELL LANE, CHARLOTTE, NC 28277

Signing Officer

Name
Miranda Wash
Title
Treasurer
Phone
9803433750
Signed
2017-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Mary J Green CPA Pllc
Address
7301 CARMEL EXECUTIVE PARK STE 330, CHARLOTTE, NC 28226
Preparer
Mary J Green CPA
Phone
7047527771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Everyone counts campaign cost of goods sold 355 book fair cost of goods sold 8,574 dance cost of goods sold 2,532 family night out cost of goods sold 11 mcalpine mile cost of goods sold 3,367 school directory cost of goods sold 416 spirit wear cost of goods sold 7,070 year book cost of goods sold 4,895 chess club cost of goods sold 1,283 family fun night cost of goods sold 8,022 agendas cost of goods sold 1,919 fifth grade field trip cost of goods sold 8,185 expenses liability insurance 355 balanced literacy 3,432 academic enrichment 1,383 arts & culture 6,850 beautification 8,310 media center 6,024 technology 11,080 supplemental materials 3,009 room parent fund, worksho 1,036 principal, pta discretion 5,083 fifth grade activities 14,873 student care 218 checkers night 2,560 student recognition 546 sales tax 1,629 staff appreciation/hospit 8,282 staff development 1,590 misc. Administration 5,067 classroom supply fund 2,229 website 956 open house & welcome wago 40 toner 2,424 bank fees 1,862 parent packs 755 miscellaneous cgs 52 picasso art night 10 total 136,284

Form 990-ez, Part I, Line 20

Prior period adjustment 0

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 2,152 0 total 2,152 0

Form 990-ez, Part II, Line 26

CREDIT CARD 0 385

Raw XML Appendix193 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF SPECIA
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVERYONE COUNTS CAMPAIGN COST OF GOODS SOLD 355 BOOK FAIR COST OF GOODS SOLD 8,574 DANCE COST OF GOODS SOLD 2,532 FAMILY NIGHT OUT COST OF GOODS SOLD 11 MCALPINE MILE COST OF GOODS SOLD 3,367 SCHOOL DIRECTORY COST OF GOODS SOLD 416 SPIRIT WEAR COST OF GOODS SOLD 7,070 YEAR BOOK COST OF GOODS SOLD 4,895 CHESS CLUB COST OF GOODS SOLD 1,283 FAMILY FUN NIGHT COST OF GOODS SOLD 8,022 AGENDAS COST OF GOODS SOLD 1,919 FIFTH GRADE FIELD TRIP COST OF GOODS SOLD 8,185 EXPENSES LIABILITY INSURANCE 355 BALANCED LITERACY 3,432 ACADEMIC ENRICHMENT 1,383 ARTS & CULTURE 6,850 BEAUTIFICATION 8,310 MEDIA CENTER 6,024 TECHNOLOGY 11,080 SUPPLEMENTAL MATERIALS 3,009 ROOM PARENT FUND, WORKSHO 1,036 PRINCIPAL, PTA DISCRETION 5,083 FIFTH GRADE ACTIVITIES 14,873 STUDENT CARE 218 CHECKERS NIGHT 2,560 STUDENT RECOGNITION 546 SALES TAX 1,629 STAFF APPRECIATION/HOSPIT 8,282 STAFF DEVELOPMENT 1,590 MISC. ADMINISTRATION 5,067 CLASSROOM SUPPLY FUND 2,229 WEBSITE 956 OPEN HOUSE & WELCOME WAGO 40 TONER 2,424 BANK FEES 1,862 PARENT PACKS 755 MISCELLANEOUS CGS 52 PICASSO ART NIGHT 10 TOTAL 136,284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 2,152 0 TOTAL 2,152 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CREDIT CARD 0 385
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09803433750
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MCALPINE ELEMENTARY SCHOOL PTA
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ReturnHeader/Filer/PhoneNum09803433750
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 CARMEL EXECUTIVE PARK STE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028226
ReturnHeader/PreparerPersonGrp/PhoneNum07047527771
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY J GREEN CPA
ReturnHeader/ReturnTs02017-11-07T13:45:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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