Civic Intelligence

PTA North Carolina

990EZ • Fiscal year 2023 • EIN 56-1665313

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 18, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

58th percentile

7.8%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

86th percentile

52%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,523

Up $5,342 (+52%) from 2022

Net Assets

Up

$15,523

Up $5,342 (+52%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Down

$68,616

Down $23,032 (-25%) from 2022

Expenses

Down

$63,274

Down $53,181 (-46%) from 2022

Net Income

Up

$5,342

Up $30,149 (+122%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2023

Assets$15,523
Liabilities-
Net Assets$15,523
Open 2023 Filing

Operations Trend

Revenue Growth21st 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

2023

Revenue$68,616
Expenses$63,274
Net Income$5,342
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 18, 2025
Return Version
2022v5.0
Gross Receipts
$104,115
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-$63,274
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna WilsonPresidentPT$0--
Susan DunningVice PresidentPT$0--
Sarah CookeTreasurerPT$0--
Craig JohnsonSecretaryPT$0--
Lane PricePrincipal-$0--
Michelle BitterVice Principal-$0--
Kelly ChuhalskiAt-Large-$0--
Erika FickerStaff Rep-$0--
Toni BlairTeacher Rep-$0--
Vishva Abhishek TararAudit Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$45,529$45,529$21,022$24,507
Book Fair$11,275$11,275$7,367$3,908
Total Events$65,928$65,928$35,499$30,429
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
2025-02-18
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 $3272”

Other Expenses.1

“Purchases $29281”

Other Expenses.2

“Staff Support $19387”

Other Expenses.3

“Program Expenses $10443”

Other Expenses.4

“Bank Charges $3987”

Other Expenses.5

“Miscellaneous $176”

Raw XML Appendix180 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/PersonNm0Sarah Cooke
IRS990EZ/BooksInCareOfDetail/PhoneNum09803433970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04101 McKee Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010181
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015523
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020295
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05342
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010181
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015523
IRS990EZ/FundraisingGrossIncomeAmt065928
IRS990EZ/GrossReceiptsAmt0104115
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010181
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015523
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010181
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015523
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anna Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Dunning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Cooke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Craig Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lane Price
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michelle Bitter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kelly Chuhalski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Erika Ficker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Toni Blair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Vishva Abhishek Tarar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6At-Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Staff Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Teacher Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Audit Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063274
IRS990EZ/OtherRevenueTotalAmt03272
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of elementary school education.
IRS990EZ/ProgramServiceRevenueAmt014620
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Curriculum and classroom advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063274
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035499
IRS990EZ/SpecialEventsNetIncomeLossAmt030429
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063274
IRS990EZ/TotalProgramServiceExpensesAmt063274
IRS990EZ/TotalRevenueAmt068616
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt064414
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt064414
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018195
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025924
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt064414
IRS990ScheduleA/TotalSupportAmt064419
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035499
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045529
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045529
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065928
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030429
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07110
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021022
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07367
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other $3272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Purchases $29281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Support $19387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses $10443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges $3987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous $176
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Cooke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-18
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foard and Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01347 Harding Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Dobbins
ReturnHeader/ReturnTs02025-02-18T10:48:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,523
Liabilities
-
Net assets
$15,523
Revenue
$68,616
Expenses
$63,274
Net income
$5,342
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
2023Detailed filing. Detailed filing data is available for this year.$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