PTA North Carolina

990EZ • Fiscal year 2018 • EIN 56-1665313

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 02, 2019

Organization Profile N/A

4101 Mckee RoadMatthews, NC 28270

(980) 343-3970

Siviq Scores

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

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-22%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

15%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$26,506

Down $7,289 (-22%) from 2017

Net Assets

$26,506

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin21st percentile

Revenue

$55,339

Up $7,400 (+15%) from 2017

Expenses

Down

$62,758

Down $6,966 (-10.0%) from 2017

Net Income

-$7,419

Up $14,366 (+66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2018

Assets$26,506

Liabilities$0

Net Assets$26,506

Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

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

Highlighted filing

2018

Revenue$55,339

Expenses$62,758

Net Income-$7,419

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Apr 2, 2019
Return Version: 2017v2.0
Gross Receipts: $58,722

Mission and Program Overview

Mission

PTA North Carolina- McKee Road Elementary PTA supported activities

Support the teachers and school of mckee elementary

Program Services

Description	Grants	Expenses
CIRRICULUM	$0	$39,979
SPIRIT	$0	$15,287
OTHER	$0	$7,492

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
kATHI MORRIS	President	PT	$0	-	-
MARCIE LEBOWITZ	Treasurer	-	$0	-	-
BRIANA FAMOUS	Vice President	PT	$0	-	-
ANDREA WHITMORE	Vice President	PT	$0	-	-
KARMAN MCLAUGHLIN	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Pta North Carolina
EIN: 56-1665313
Phone: 9803433970
Address: 4101 MCKEE ROAD, MATTHEWS, NC 28270

Signing Officer

Name: mARY COLLINS
Title: Treasurer
Phone: 9803433970
Signed: 2019-04-02

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Teacher and student supported activities - directed by principal”

Raw XML Appendix175 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	MARY COLLINS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9803433970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	4101 MCKEE ROAD ELEMENTARY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	28270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	33925
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	26506
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	21495
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-7419
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	0
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form1120PolFiledInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	33925
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	26506
IRS990EZ/FundraisingGrossIncomeAmt	0	24222
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	12025
IRS990EZ/GrossReceiptsAmt	0	58722
IRS990EZ/GrossSalesOfInventoryAmt	0	12025
IRS990EZ/GroupExemptionNum	0	8535
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	0
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	980
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	33925
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	26506
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	33925
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	26506
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	kATHI MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MARCIE LEBOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	BRIANA FAMOUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	ANDREA WHITMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	KARMAN MCLAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	SECRETARY
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	62758
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	SUPPORT THE TEACHERS AND SCHOOL OF MCKEE ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CIRRICULUM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	SPIRIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	39979
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	15287
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	7492
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	3383
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	20839
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	NC
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	62758
IRS990EZ/TotalProgramServiceExpensesAmt	0	62758
IRS990EZ/TotalRevenueAmt	0	55339
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	1
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	0
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd	0	0
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd	0	1
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	561665313
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	MCKEE ROAD ELEMENARY
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	TEACHER AND STUDENT SUPPORTED ACTIVITIES - DIRECTED BY PRINCIPAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt	0	ORIGINAL FORMS WERE MAILED ON NOVEMBER 13, USPS TRACKING 70163560000097497613 NO CONFIRMATION OF RECEIPT WAS REQUESTED FORMS DID NOT ARRIVE TRACKING EXPIRED AFTER 120 DAYS. NEW FORM COMPLETED APRIL 2, 2019
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	mARY COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9803433970
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA NORTH CAROLINA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAN
ReturnHeader/Filer/EIN	0	561665313
ReturnHeader/Filer/PhoneNum	0	9803433970
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4101 MCKEE ROAD
ReturnHeader/Filer/USAddress/CityNm	0	MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28270
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	71.76.100.156
ReturnHeader/ReturnTs	0	2019-04-02T15:34:24-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $26,506
Liabilities: $0
Net assets: $26,506
Revenue: $55,339
Expenses: $62,758
Net income: -$7,419

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2018Detailed filing. Detailed filing data is available for this year.	$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