Civic Intelligence

PTA North Carolina Congress

EIN 56-1539615 • 501(c)3 • Jamestown, NC

Profile

To benefit students and teachers of jamestown middle school

301 Haynes RoadJamestown, NC 27282

n/A

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 2015

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

61st percentile

7.8%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

5.1%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$15,029

Up $725 (+5.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

$15,029

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin61st percentile

Revenue

Down

$9,288

Down $10,160 (-52%) from 2014

Expenses

Down

$8,563

Down $5,249 (-38%) from 2014

Net Income

Down

$725

Down $4,911 (-87%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $5,333Liabilities 2011: $02011Assets 2012: $7,084Liabilities 2012: $02012Assets 2013: $8,668Liabilities 2013: $02013Assets 2014: $14,304Liabilities 2014: $02014Assets 2015: $15,029Liabilities 2015: $0Net Assets 2015: $15,0292015

Highlighted filing

2015

Assets$15,029
Liabilities$0
Net Assets$15,029
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $18,892Expenses 2011: $27,824Net Income 2011: -$8,9322011Revenue 2012: $18,587Expenses 2012: $16,836Net Income 2012: $1,7512012Revenue 2013: $17,684Expenses 2013: $16,099Net Income 2013: $1,5852013Revenue 2014: $19,448Expenses 2014: $13,812Net Income 2014: $5,6362014Revenue 2015: $9,288Expenses 2015: $8,563Net Income 2015: $7252015

Highlighted filing

2015

Revenue$9,288
Expenses$8,563
Net Income$725
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$15,029
Liabilities
$0
Net assets
$15,029
Revenue
$9,288
Expenses
$8,563
Net income
$725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$9.29$8.56$0.73
2014Summary only. Only limited summary data is available for this year.$14.3$0.00$19.4$13.8$5.64
2013Summary only. Only limited summary data is available for this year.$8.67$0.00$17.7$16.1$1.59
2012Summary only. Only limited summary data is available for this year.$7.08$0.00$18.6$16.8$1.75
2011Summary only. Only limited summary data is available for this year.$5.33$0.00$18.9$27.8$8.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 30, 2015
Return Version
2014v5.0
Gross Receipts
$30,093
Mission and Program Overview

Mission

To benefit students and teachers of jamestown middle school

Program Services

DescriptionGrantsExpenses
THE PTA RAISES FUNDS TO SUPPLY TEACHING AIDS, STUDENT AWARDS AND ACTIVITIES, AND TEACHER RECOGNITION THAT ARE NOT FUNDED BY GOVERNMENT SOURCES.$0$8,131
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI MCCANNPresidentPT$0--
MONICA SIMMONSSecretaryPT$0--
TAMMY BOGGSTreasurerPT$0--
JERRY SIMMONSVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirity Wear Sales$11,260$11,260$10,217$1,043
Catalog Sales$6,840$6,840$5,704$1,136
Total Events$23,990$23,990$20,805$3,185
Filing and Contact Details

Filer

Filer Name
Jamestown Middle School Pta
EIN
56-1539615
Phone
3364342322
Address
301 HAYNES ROAD, JAMESTOWN, NC 27282

Signing Officer

Name
Tammy Boggs
Title
Treasurer
Phone
3364745344
Signed
2015-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Sharrard Mcgee & Co Pa
Address
PO BOX 5869, HIGH POINT, NC 27262
Preparer
Lisa Poplin
Phone
3368840410
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: dinner nights out. Amount: 338. Description: shopping rebates. Amount: 1,601. Description: other income. Amount: 1,284. Total to form 990-ez, line 8: 3,223.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: 8th grade dance. Amount: 2,395. Description: hospitality. Amount: 1,379. Description: art supplies. Amount: 849. Description: reflections. Amount: 75. Description: state membership dues. Amount: 1,300. Description: teacher appreciation. Amount: 1,059. Description: band orchestra. Amount: 213. Description: other expenses. Amount: 725. Description: math club. Amount: 136. Description: bank charges. Amount: 102. Description: insurance. Amount: 330. Total to form 990-ez, line 16: 8,563.”

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03364745344
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JAMESTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027282
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI MCCANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMMY BOGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08563
IRS990EZ/OtherRevenueTotalAmt03223
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT STUDENTS AND TEACHERS OF JAMESTOWN MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA RAISES FUNDS TO SUPPLY TEACHING AIDS, STUDENT AWARDS AND ACTIVITIES, AND TEACHER RECOGNITION THAT ARE NOT FUNDED BY GOVERNMENT SOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08131
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt020805
IRS990EZ/SpecialEventsNetIncomeLossAmt03185
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt09288
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATIONS DIRECTORS OR TRUSTEES ARE VESTED IN THE SUPPORTED ORGANIZATION THROUGH THEIR CHILDREN ATTENDING THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION C, LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561539615
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08131
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JAMESTOWN MIDDLE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt08131
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020805
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPIRITY WEAR SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CATALOG SALES
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010217
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05704
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DINNER NIGHTS OUT. AMOUNT: 338. DESCRIPTION: SHOPPING REBATES. AMOUNT: 1,601. DESCRIPTION: OTHER INCOME. AMOUNT: 1,284. TOTAL TO FORM 990-EZ, LINE 8: 3,223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: 8TH GRADE DANCE. AMOUNT: 2,395. DESCRIPTION: HOSPITALITY. AMOUNT: 1,379. DESCRIPTION: ART SUPPLIES. AMOUNT: 849. DESCRIPTION: REFLECTIONS. AMOUNT: 75. DESCRIPTION: STATE MEMBERSHIP DUES. AMOUNT: 1,300. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 1,059. DESCRIPTION: BAND ORCHESTRA. AMOUNT: 213. DESCRIPTION: OTHER EXPENSES. AMOUNT: 725. DESCRIPTION: MATH CLUB. AMOUNT: 136. DESCRIPTION: BANK CHARGES. AMOUNT: 102. DESCRIPTION: INSURANCE. AMOUNT: 330. TOTAL TO FORM 990-EZ, LINE 16: 8,563.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY BOGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03364745344
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMESTOWN MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0561539615
ReturnHeader/Filer/PhoneNum03364342322
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 HAYNES ROAD
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027282
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561146197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARRARD MCGEE & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HIGH POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027262
ReturnHeader/PreparerPersonGrp/PhoneNum03368840410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA POPLIN
ReturnHeader/ReturnTs02015-10-02T08:27:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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