Civic Intelligence

PTA North Carolina Congress

EIN 56-1665313 • 501(c)3 • Charlotte, NC

Profile

Support of elementary school education.

4101 Mckee RoadCharlotte, NC 28270

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

99th percentile

1251%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$35,060

Up $32,464 (+1251%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$35,060

Up $32,464 (+1251%) from 2024

Revenue

Up

$87,812

Up $25,613 (+41%) from 2024

Expenses

Down

$55,348

Down $19,778 (-26%) from 2024

Net Income

Up

$32,464

Up $45,391 (+351%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $26,499Liabilities 2012: $02012Assets 2013: $30,851Liabilities 2013: $02013Assets 2014: $28,434Liabilities 2014: $02014Assets 2015: $36,882Liabilities 2015: $02015Assets 2016: $55,580Liabilities 2016: $02016Assets 2017: $33,795Liabilities 2017: $02017Assets 2018: $26,506Liabilities 2018: $0Net Assets 2018: $26,5062018Assets 2020: $47,416Liabilities 2020: $0Net Assets 2020: $47,4162020Assets 2021: $35,488Liabilities 2021: $0Net Assets 2021: $35,4882021Assets 2022: $10,181Liabilities 2022: $0Net Assets 2022: $10,1812022Assets 2023: $15,523Net Assets 2023: $15,5232023Assets 2024: $2,596Net Assets 2024: $2,5962024Assets 2025: $35,060Net Assets 2025: $35,0602025

Highlighted filing

2025

Assets$35,060
Liabilities-
Net Assets$35,060

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $55,673Expenses 2012: $49,749Net Income 2012: $5,9242012Revenue 2013: $50,012Expenses 2013: $46,160Net Income 2013: $3,8522013Revenue 2014: $52,773Expenses 2014: $54,690Net Income 2014: -$1,9172014Revenue 2015: $55,327Expenses 2015: $46,879Net Income 2015: $8,4482015Revenue 2016: $49,333Expenses 2016: $30,635Net Income 2016: $18,6982016Revenue 2017: $47,939Expenses 2017: $69,724Net Income 2017: -$21,7852017Revenue 2018: $55,339Expenses 2018: $62,758Net Income 2018: -$7,4192018Revenue 2020: $71,589Expenses 2020: $47,702Net Income 2020: $23,8872020Revenue 2021: $47,939Expenses 2021: $59,867Net Income 2021: -$11,9282021Revenue 2022: $91,648Expenses 2022: $116,455Net Income 2022: -$24,8072022Revenue 2023: $68,616Expenses 2023: $63,274Net Income 2023: $5,3422023Revenue 2024: $62,199Expenses 2024: $75,126Net Income 2024: -$12,9272024Revenue 2025: $87,812Expenses 2025: $55,348Net Income 2025: $32,4642025

Highlighted filing

2025

Revenue$87,812
Expenses$55,348
Net Income$32,464

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.88$0.55$0.32
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.62$0.75$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.69$0.63$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.92$1.16$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.48$0.60$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.72$0.48$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.55$0.63$0.07
2017Summary only. Only limited summary data is available for this year.$0.34$0.00$0.48$0.70$0.22
2016Summary only. Only limited summary data is available for this year.$0.56$0.00$0.49$0.31$0.19
2015Summary only. Only limited summary data is available for this year.$0.37$0.00$0.55$0.47$0.08
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.53$0.55$0.02
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.50$0.46$0.04
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.56$0.50$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 1, 2025
Return Version
2024v5.2
Gross Receipts
$96,676
Mission and Program Overview

Mission

PTA North Carolina- McKee Road Elementary PTA supported activities

Support of elementary school education.

Program Services

DescriptionGrantsExpenses
Curriculum and classroom advocacy--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan DunningPresidentPT$0--
Anna WilsonVice PresidentPT$0--
Sarah CookeTreasurerPT$0--
Craig JohnsonSecretaryPT$0--
Lane PricePrincipal-$0--
Sharon PayneVice Principal-$0--
Erika FickerStaff Rep-$0--
Toni BlairTeacher Rep-$0--
Kristin KeeganAudit Chair-$0--
Christal HerreraVice President-$0--
Kim TrawickVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jamboree$41,707$41,707$2,893$38,814
Boosterthon$34,437$34,437$2,000$32,437
Total Events$83,733$83,733$8,864$74,869
Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress
EIN
56-1665313
Address
4101 MCKEE ROAD, CHARLOTTE, NC 28270

Signing Officer

Name
Sarah Cooke
Title
Treasurer
Signed
2025-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Robert Dobbins
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Revenue.1

Other $4566

Other Expenses.1002

Office Expenses $2834

Other Expenses.1012

Insurance $545

Other Expenses.1

Purchases $19806

Other Expenses.2

Staff Support $18778

Other Expenses.3

Operational expense $7592

Other Expenses.4

Program Expenses $4971

Other Expenses.5

Miscellaneous $806

Raw XML Appendix191 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/TitleTxt3Secretary
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055332
IRS990EZ/OtherRevenueTotalAmt04566
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt07103
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041707
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Cooke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-01
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ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561665313
ReturnHeader/Filer/USAddress/AddressLine1Txt04101 MCKEE ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028270
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Dobbins
ReturnHeader/ReturnTs02025-12-01T06:53:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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