Civic Intelligence

PTA North Carolina

990EZ • Fiscal year 2020 • EIN 56-1665313

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 10, 2020

Organization ProfileN/A
4101 McKee RoadCharlotte, NC 28270

(980) 343-3970

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

34%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$47,416

Up $20,910 (+79%) from 2018

Net Assets

Up

$47,416

Up $20,910 (+79%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin80th percentile

Revenue

Up

$71,589

Up $16,250 (+29%) from 2018

Expenses

Down

$47,702

Down $15,056 (-24%) from 2018

Net Income

Up

$23,887

Up $31,306 (+422%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$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

2020

Assets$47,416
Liabilities$0
Net Assets$47,416
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$71,589
Expenses$47,702
Net Income$23,887
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 10, 2020
Return Version
2019v5.0
Gross Receipts
$75,469
Mission and Program Overview

Mission

PTA North Carolina- McKee Road Elementary PTA supported activities

Program Services

DescriptionGrantsExpenses
Curriculum- Technology, school Agendas, Fieldtrip T-shirts, Teacher Stipend$0$37,568
Spirit - Hospitality, Fifth grade Celebration$0$5,316
Technology-$0$2,680
Other - PTA operations$0$2,137
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea WhitmorePresidentPT$0--
Dushika HettiarachchiTreasurerPT$0--
Karen BarettVise President 1PT$0--
Tyler MichaelVice President 2PT$0--
Marissa GunnSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina
EIN
56-1665313
Phone
9803433970
Address
4101 McKee Road, Charlotte, NC 28270

Signing Officer

Name
Dushika Hettiarachchi
Title
Treasurer
Phone
7047766898
Signed
2020-08-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Teacher Stipend, School Binders/fieldtrip t-shirts/magazines, Technology Maintenance/ upgrades(chromebooks and ipads), Mckeewear, Hospitality, Cultural Arts, other”

Form 990-EZ, Part V, Line 33

“Boosterthon”

Raw XML Appendix181 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/ActivitiesNotPreviouslyRptInd01
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Dushika Hettiarachchi
IRS990EZ/BooksInCareOfDetail/PhoneNum07047766898
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04101 McKee Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023529
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047416
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09277
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt023887
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023529
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047416
IRS990EZ/FundraisingGrossIncomeAmt010433
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt055312
IRS990EZ/GrossReceiptsAmt075469
IRS990EZ/GrossSalesOfInventoryAmt055312
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0447
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023529
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023529
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047416
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Whitmore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dushika Hettiarachchi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Barett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tyler Michael
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Marissa Gunn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vise President 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt047702
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PTA North Carolina- McKee Road Elementary PTA supported activities
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Curriculum- Technology, school Agendas, Fieldtrip T-shirts, Teacher Stipend
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Spirit - Hospitality, Fifth grade Celebration
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Technology-
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other - PTA operations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037568
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15316
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22680
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32137
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03880
IRS990EZ/SpecialEventsNetIncomeLossAmt06553
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047702
IRS990EZ/TotalProgramServiceExpensesAmt047701
IRS990EZ/TotalRevenueAmt071589
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561665313
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Mckee Road Elementary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Stipend, School Binders/fieldtrip t-shirts/magazines, Technology Maintenance/ upgrades(chromebooks and ipads), Mckeewear, Hospitality, Cultural Arts, other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Boosterthon
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part V, Line 33
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dushika Hettiarachchi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07047766898
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0McKee Road Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561665313
ReturnHeader/Filer/PhoneNum09803433970
ReturnHeader/Filer/USAddress/AddressLine1Txt04101 McKee Road
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028270
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.76.72.199
ReturnHeader/ReturnTs02020-08-10T15:39:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,416
Liabilities
$0
Net assets
$47,416
Revenue
$71,589
Expenses
$47,702
Net income
$23,887
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
2020Detailed filing. Detailed filing data is available for this year.$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