Civic Intelligence

PTA North Carolina

990EZ • Fiscal year 2021 • EIN 56-1665313

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$35,488

Down $11,928 (-25%) from 2020

Net Assets

Down

$35,488

Down $11,928 (-25%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$47,939

Down $23,650 (-33%) from 2020

Expenses

Up

$59,867

Up $12,165 (+26%) from 2020

Net Income

Down

-$11,928

Down $35,815 (-150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2021

Assets$35,488
Liabilities$0
Net Assets$35,488
Open 2021 Filing

Operations Trend

Revenue Growth24th 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

2021

Revenue$47,939
Expenses$59,867
Net Income-$11,928
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$47,939
Mission and Program Overview

Mission

PTA North Carolina- McKee Road Elementary PTA supported activities

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
CURRICULUM AND CLASSROOM ADVOCACY-$35,910
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALLISTA WORSHOPPresidentPT$0--
CARMEN CULPEPPER-NARVAEZVice PresidentPT$0--
FLORENCIA ROBERTSONSecretaryPT$0--
PATTY WONGTreasurerPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Callista Worshop
Title
President
Phone
9803433970
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Proctor and Assocs Tbs Inc
Address
9115 HARRIS CORNERS PKWY STE 165, Charlotte, NC 28269
Preparer
Tony Proctor Ea
Phone
7043851040
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountinterest income 3”

Description of other expenses Part I line 16

“Description amountoperating expenses 1,821unit purchases 35,910program expenses 22,136”

Raw XML Appendix133 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATTY WONG
IRS990EZ/BooksInCareOfDetail/PhoneNum09803433970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04101 MCKEE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047416
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035488
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06605
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11928
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047416
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035488
IRS990EZ/GrossReceiptsAmt047939
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035488
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035488
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CALLISTA WORSHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARMEN CULPEPPER-NARVAEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FLORENCIA ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt059867
IRS990EZ/OtherRevenueTotalAmt03
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt041331
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULUM AND CLASSROOM ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035910
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059867
IRS990EZ/TotalProgramServiceExpensesAmt035910
IRS990EZ/TotalRevenueAmt047939
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt025924
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025924
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025924
IRS990ScheduleA/TotalSupportAmt025927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTEREST INCOME 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTOPERATING EXPENSES 1,821UNIT PURCHASES 35,910PROGRAM EXPENSES 22,136
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CALLISTA WORSHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09803433970
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561665313
ReturnHeader/Filer/USAddress/AddressLine1Txt04101 MCKEE ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028270
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272329310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROCTOR AND ASSOCS TBS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09115 HARRIS CORNERS PKWY STE 165
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028269
ReturnHeader/PreparerPersonGrp/PhoneNum07043851040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONY PROCTOR EA
ReturnHeader/ReturnTs02021-11-12T16:00:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CALLISTA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WORSHOP
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,488
Liabilities
$0
Net assets
$35,488
Revenue
$47,939
Expenses
$59,867
Net income
-$11,928
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