Civic Intelligence

PTA North Carolina Congress

EIN 56-1646840 • 501(c)3 • High Point, NC

Profile

To make every childs potential a reality

4372 SW School RdHigh Point, NC 27265
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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2022

Asset Growth

50th percentile

-1.8%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

46th percentile

-4.6%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$37,281

Down $1,365 (-3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$37,281

Down $1,365 (-3.5%) from 2023

Revenue

Down

$39,122

Down $3,895 (-9.1%) from 2023

Expenses

Down

$26,821

Down $4,494 (-14%) from 2023

Net Income

Up

$12,301

Up $599 (+5.1%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $29,803Liabilities 2012: $02012Assets 2014: $16,782Liabilities 2014: $02014Assets 2015: $15,089Liabilities 2015: $02015Assets 2016: $12,384Liabilities 2016: $02016Assets 2017: $37,314Liabilities 2017: $02017Assets 2018: $10,408Liabilities 2018: $02018Assets 2019: $17,159Liabilities 2019: $0Net Assets 2019: $17,1622019Assets 2021: $45,667Liabilities 2021: $02021Assets 2022: $26,944Liabilities 2022: $0Net Assets 2022: $26,9442022Assets 2023: $38,646Liabilities 2023: $0Net Assets 2023: $38,6462023Assets 2025: $37,281Liabilities 2025: $0Net Assets 2025: $37,2812025

Highlighted filing

2025

Assets$37,281
Liabilities$0
Net Assets$37,281

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $38,621Expenses 2012: $36,272Net Income 2012: $2,3492012Revenue 2014: $36,801Expenses 2014: $23,546Net Income 2014: $13,2552014Revenue 2015: $36,419Expenses 2015: $26,997Net Income 2015: $9,4222015Revenue 2016: $32,382Expenses 2016: $29,118Net Income 2016: $3,2642016Revenue 2017: $64,231Expenses 2017: $39,708Net Income 2017: $24,5232017Revenue 2018: $48,798Expenses 2018: $83,339Net Income 2018: -$34,5412018Revenue 2019: $31,120Expenses 2019: $24,366Net Income 2019: $6,7542019Revenue 2021: $21,392Expenses 2021: $31,994Net Income 2021: -$10,6022021Revenue 2022: $51,815Expenses 2022: $70,766Net Income 2022: -$18,9512022Revenue 2023: $43,017Expenses 2023: $31,315Net Income 2023: $11,7022023Revenue 2025: $39,122Expenses 2025: $26,821Net Income 2025: $12,3012025

Highlighted filing

2025

Revenue$39,122
Expenses$26,821
Net Income$12,301

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.1
Gross Receipts
$67,162
Mission and Program Overview

Mission

The Southwest Elementary School PTA is a 501(c)(3) tax exempt organization working to enhance the educational experience, overall development, and well-being of students in our school.

Program Services

DescriptionGrantsExpenses
Funded classroom mini-grants, technology purchases, and curriculum support, including new books, software, and equipment, directly benefiting all 800+ students by improving access to educational resources.-$32,692
Organized staff appreciation events including meals, recognition activities, and gifts for teachers and staff, benefiting over 110 school employees throughout the year and fostering a positive learning environment.-$5,040
Provided family engagement activities such as the Small and Tall Ball, movie nights, and other student/family programs that brought together approximately300 families to strengthen school community and promote student social development.-$4,168
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christy GravesPresidentPT$0--
Charisse BeverlyTreasurerPT$0--
Toneysha FrisbyVice President Of Communication-$0--
Vin FabricatoreVice President Of Operations-$0--
Shaunda MenkeSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$35,793$35,793$10,613$25,180
Event 2-$0-$0
Total Events$35,793$35,793$10,613$25,180
Filing and Contact Details

Filer

Filer Name
Southwest Elementary School PTA (SWES PTA)
EIN
56-1646840
Address
4372 SW School Rd, High Point, NC 27265

Signing Officer

Name
Charisse Beverly
Title
Treasurer
Signed
2025-11-11
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

Other expenses ($12,151) include staff and volunteer appreciation ($5,040), family and student programs ($4,389), accounting software, bank fees, insurance, office supplies, website maintenance, and tax-filing costs necessary to carry out the PTA's exempt purpose.

990-EZ, Part I, Line 10

Grants and similar amounts paid ($14,516) consist of educational and enrichment support provided to Southwest Elementary School, including teacher mini-grants, specials grants, technology and classroom supplies, and other instructional enhancements.

990-EZ, Part I, Line 8

Other revenue of $187 represents passive fundraising income and interest, including Box Tops ($73.50), Givebacks ($5.43), Shop to Give ($47.95), and other items like bank interest, offset by minor timing adjustments.

Raw XML Appendix207 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/PhoneNum06785227892
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 Setliff Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0High Point
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027265
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024980
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037281
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christy Graves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charisse Beverly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Toneysha Frisby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vin Fabricatore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shaunda Menke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President of Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President of Operations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt012151
IRS990EZ/OtherRevenueTotalAmt0187
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Southwest Elementary School PTA is a 501(c)(3) tax exempt organization working to enhance the educational experience, overall development, and well-being of students in our school.
IRS990EZ/PrintingPublicationsPostageAmt041
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided family engagement activities such as the Small and Tall Ball, movie nights, and other student/family programs that brought together approximately300 families to strengthen school community and promote student social development.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organized staff appreciation events including meals, recognition activities, and gifts for teachers and staff, benefiting over 110 school employees throughout the year and fostering a positive learning environment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Funded classroom mini-grants, technology purchases, and curriculum support, including new books, software, and equipment, directly benefiting all 800+ students by improving access to educational resources.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15040
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt232692
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027819
IRS990EZ/SpecialEventsNetIncomeLossAmt0-9458
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026821
IRS990EZ/TotalProgramServiceExpensesAmt041900
IRS990EZ/TotalRevenueAmt039122
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01069
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063612
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064681
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064681
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses ($12,151) include staff and volunteer appreciation ($5,040), family and student programs ($4,389), accounting software, bank fees, insurance, office supplies, website maintenance, and tax-filing costs necessary to carry out the PTA's exempt purpose.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants and similar amounts paid ($14,516) consist of educational and enrichment support provided to Southwest Elementary School, including teacher mini-grants, specials grants, technology and classroom supplies, and other instructional enhancements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other revenue of $187 represents passive fundraising income and interest, including Box Tops ($73.50), Givebacks ($5.43), Shop to Give ($47.95), and other items like bank interest, offset by minor timing adjustments.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990-EZ, Part I, Line 8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Charisse Beverly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southwest Elementary School PTA (SWES PTA)
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0561646840
ReturnHeader/Filer/USAddress/AddressLine1Txt04372 SW School Rd
ReturnHeader/Filer/USAddress/CityNm0High Point
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027265
ReturnHeader/ReturnTs02025-11-11T00:33:05Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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