Beverly Woods Elementary PTA Nc

990EZ • Fiscal year 2011 • EIN 56-1667101

Jul 01, 2010 to Jun 30, 2011 • Filed on Aug 10, 2011

Organization Profile beverlywoodspta.com

6001 Quail Hollow Rd28210

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.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

11%

Higher net margin than 67% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

No value available

This filing does not contain officer compensation rows.

Source year 2011

206%

Faster asset growth than 95% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

4.8%

Faster revenue growth than 57% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet

Liabilities / Assets53rd percentile

Assets

$16,146

Up $10,871 (+206%) from 2010

Net Assets

$16,146

Up $10,871 (+206%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin67th percentile

Revenue

$99,266

Up $4,522 (+4.8%) from 2010

Expenses

Down

$88,395

Down $8,034 (-8.3%) from 2010

Net Income

$10,871

Up $12,556 (+745%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

Highlighted filing

2011

Assets$16,146

Liabilities$0

Net Assets$16,146

Open 2011 Filing

Operations Trend

Revenue Growth57th percentile

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

Highlighted filing

2011

Revenue$99,266

Expenses$88,395

Net Income$10,871

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2010 to Jun 30, 2011
Signed: Aug 10, 2011
Return Version: 2010v3.4

Mission and Program Overview

Mission

At beverly woods elementary our mission is to provide students with a strong academic and character-based foundation which will instill a desire to explore lead and serve in a global society

Filing and Contact Details

Filer

EIN: 56-1667101

Raw XML Appendix230 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/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	1	Charlotte
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Katie Iverson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Ellen Underwood
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Kathryn Justice
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	Christy Watson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Sheila Haas
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	Andrea Leary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	Ashlyn Kelker
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Advisory Board
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Secretary
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IRS990EZ/OtherExpensesTotal	0	88395
IRS990EZ/OtherRevenueTotal	0	539
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Volunteer organization advocating for the education, health, safety, and success of all children while building strong families and communities.
IRS990EZ/PrintingPublicationsPostage	0	0
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Support education and enrichment for approximatley 750 students.
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IRS990EZ/SpecialEventsDirectExpenses	0	0
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IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	NC
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	9126 Cameron Wood Drive
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Charlotte
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	28210
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Andrea
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	7046439996
IRS990EZ/TotalAssets/BOY	0	5275
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IRS990EZ/TotalExpenses	0	88395
IRS990EZ/TotalProgramServiceExpenses	0	87398
IRS990EZ/TotalRevenue	0	99266
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	cms.k12.nc.us/beverlywoodspta/
IRS990ScheduleA/GeneralExplanation	0	General Explanation - Other income is from Sales Tax Refund.
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	95511
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	88393
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	100176
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	87602
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	75205
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	446887
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	1
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	5
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	10
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	35
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	28
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	79
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	24884
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	26098
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	31064
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	70469
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	74375
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	226890
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	1
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	5
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	10
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	35
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	28
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	79
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00012
IRS990ScheduleA/OtherIncome509/CurrentTaxYear	0	539
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year	0	3835
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years	0	5062
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years	0	2818
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years	0	590
IRS990ScheduleA/OtherIncome509/Total	0	12844
IRS990ScheduleA/PriorYearSupportPercentage	0	0.97833
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.00015
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.98118
IRS990ScheduleA/PublicSupportTotal509	0	673777
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	120395
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	114491
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	131240
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	158071
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	149580
IRS990ScheduleA/Total509/Total	0	673777
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	120935
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	118331
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	136312
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	160924
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	150198
IRS990ScheduleA/TotalSupportTotal/Total	0	686700
IRS990ScheduleO/GeneralExplanation/Explanation	0	Sales Tax Refund
IRS990ScheduleO/GeneralExplanation/Explanation	1	Accelerated Reader License $4,329 Administrative 808 Cultural Arts 2,945 Garden Classroom 1,023 Grounds & Facilities 2,623 Novel Sets 4,000 On Course Lesson Planner 1,456 Paper Fund 1,380 Professional Development 2,956 PTA Programs 4,243 Science Fair and Programs 3,598 Smart Boards 16,120 Special Student Activities 5,085 Staff Appreciation 4,177 Computers for Classroom 21,250 Technology 2,876 Sound System 1,143 Teacher Discretionary Funds 3,739 Miscellaneous 4,453
IRS990ScheduleO/GeneralExplanation/Identifier	0	F99Z_P01_S00_L08
IRS990ScheduleO/GeneralExplanation/Identifier	1	F99Z_P01_S00_L16
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Form 990-EZ, Part I, Line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	561667101
ReturnHeader/Filer/Name/BusinessNameLine1	0	PTA NORTH CAROLINA
ReturnHeader/Filer/NameControl	0	PTAN
ReturnHeader/Filer/Phone	0	7046618232
ReturnHeader/Filer/USAddress/AddressLine1	0	6001 Quail Hollow Rd
ReturnHeader/Filer/USAddress/City	0	Charlotte
ReturnHeader/Filer/USAddress/State	0	NC
ReturnHeader/Filer/USAddress/ZIPCode	0	28210
ReturnHeader/Officer/DateSigned	0	2011-08-10
ReturnHeader/Officer/Name	0	Andrea Leary
ReturnHeader/Officer/Phone	0	7046439996
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2010-07-01
ReturnHeader/TaxPeriodEndDate	0	2011-06-30
ReturnHeader/TaxYear	0	2010
ReturnHeader/Timestamp	0	2011-08-12T11:45:22-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $16,146
Liabilities: $0
Net assets: $16,146
Revenue: $99,266
Expenses: $88,395
Net income: $10,871

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.87	$0.00	$0.87	$1.02	$1.34	$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.97	$0.00	$0.97	$0.93	$0.58	$0.36
2023Detailed filing. Detailed filing data is available for this year.	$0.83	$0.00	$0.83	$0.94	$0.88	$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.76	$0.00	$0.76	$0.96	$1.13	$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.94	$0.00	$0.94	$0.45	$0.42	$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.91	$0.00	$0.91	$1.06	$1.51	$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.36	$0.00	$1.36	$1.05	$0.49	$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.80	$0.00	$0.80	$1.18	$0.88	$0.30
2017Summary only. Only limited summary data is available for this year.	$0.50	$0.00		$1.07	$0.92	$0.15
2016Summary only. Only limited summary data is available for this year.	$0.35	$0.00		$1.08	$0.90	$0.18
2015Summary only. Only limited summary data is available for this year.	$0.17	$0.00		$0.97	$0.95	$0.02
2014Summary only. Only limited summary data is available for this year.	$0.15	$0.00		$0.97	$0.96	$0.01
2013Summary only. Only limited summary data is available for this year.	$0.14	$0.00		$0.93	$0.93	$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.14	$0.00	$0.14	$0.99	$1.02	$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.16	$0.00	$0.16	$0.99	$0.88	$0.11
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.05	$0.00	$0.05	$0.95	$0.96	$0.02