Civic Intelligence

PTA North Carolina Congress DBA Altamahaw Ossipee Elementary School PTA

990EZ • Fiscal year 2015 • EIN 56-1682429

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 23, 2015

Organization Profileaoe.abss.k12.nc.com
2832 North NC Hwy 87Elon, NC 27244

(336) 538-6030

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

89th percentile

81%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

7.0%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$65,796

Up $29,484 (+81%) from 2014

Net Assets

Up

$65,796

Up $29,484 (+81%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$36,315

Up $2,381 (+7.0%) from 2014

Expenses

Down

$6,831

Down $19,428 (-74%) from 2014

Net Income

Up

$29,484

Up $21,809 (+284%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$100K$50K$0Assets 2012: $50,311Liabilities 2012: $02012Assets 2013: $28,637Liabilities 2013: $02013Assets 2014: $36,312Net Assets 2014: $36,3122014Assets 2015: $65,796Net Assets 2015: $65,7962015Assets 2016: $84,708Net Assets 2016: $84,7082016Assets 2017: $85,864Net Assets 2017: $85,8642017Assets 2018: $88,191Liabilities 2018: $02018Assets 2019: $81,057Net Assets 2019: $81,0572019Assets 2020: $91,932Net Assets 2020: $91,9322020Assets 2022: $68,177Net Assets 2022: $68,1772022Assets 2023: $64,075Net Assets 2023: $64,0752023Assets 2024: $24,955Liabilities 2024: $02024Assets 2025: $43,343Net Assets 2025: $43,3432025

Highlighted filing

2015

Assets$65,796
Liabilities-
Net Assets$65,796
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50KRevenue 2012: $31,567Expenses 2012: $8,101Net Income 2012: $23,4662012Revenue 2013: $33,888Expenses 2013: $55,562Net Income 2013: -$21,6742013Revenue 2014: $33,934Expenses 2014: $26,259Net Income 2014: $7,6752014Revenue 2015: $36,315Expenses 2015: $6,831Net Income 2015: $29,4842015Revenue 2016: $27,678Expenses 2016: $8,766Net Income 2016: $18,9122016Revenue 2017: $34,880Expenses 2017: $33,724Net Income 2017: $1,1562017Revenue 2018: $33,587Expenses 2018: $31,260Net Income 2018: $2,3272018Revenue 2019: $32,626Expenses 2019: $39,760Net Income 2019: -$7,1342019Revenue 2020: $32,282Expenses 2020: $21,407Net Income 2020: $10,8752020Revenue 2022: $28,067Expenses 2022: $16,849Net Income 2022: $11,2182022Revenue 2023: $21,186Expenses 2023: $25,288Net Income 2023: -$4,1022023Revenue 2024: $17,429Expenses 2024: $56,549Net Income 2024: -$39,1202024Revenue 2025: $40,046Expenses 2025: $22,803Net Income 2025: $17,2432025

Highlighted filing

2015

Revenue$36,315
Expenses$6,831
Net Income$29,484
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 23, 2015
Return Version
2014v5.0
Gross Receipts
$64,152
Mission and Program Overview

Mission

To support school in carrying out their exempt purpose.

Program Services

DescriptionGrantsExpenses
Purchased needed equipment and supplies for school in which we support.$6,831-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacy ButcherVice President-$0--
Cynthia ClaytonPresident-$0--
Amber GerlachSecretary-$0--
Libby VaughtTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Bar Sale$32,782$32,782$17,629$15,153
Fall Festival$12,838$12,838$2,546$10,292
Total Events$51,264$51,264$20,175$31,089
Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress dba
EIN
56-1682429
Phone
3365386030
Address
2832 North NC Hwy 87, Elon, NC 27244

Signing Officer

Name
Libby Vaught
Title
Treasurer
Signed
2015-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Piedmont Trust Company
Address
PO BOX 20124, GREENSBORO, NC 27420
Preparer
Laura Bennett
Phone
3362745471
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Art to Remember $1360”

Other Revenue.2

“School Spirit Nights $1313”

Other Revenue.3

“Community Givebacks $455”

Other Expenses.1012

“Insurance $418”

Other Expenses.1

“Teacher Reimbursements $3015”

Other Expenses.2

“Hospitality Committee $2193”

Other Expenses.3

“Miscellaneous Expenses $797”

Other Expenses.4

“Supplies $232”

Other Expenses.5

“Bank fees $176”

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Libby Vaught
IRS990EZ/BooksInCareOfDetail/PhoneNum03365848223
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02011 Gibsonville Ossipee Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Elon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065796
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029484
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065796
IRS990EZ/FundraisingGrossIncomeAmt060551
IRS990EZ/GrossReceiptsAmt064152
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0470
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065796
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065796
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stacy Butcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cynthia Clayton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amber Gerlach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Libby Vaught
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06831
IRS990EZ/OtherRevenueTotalAmt03128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support school in carrying out their exempt purpose.
IRS990EZ/ProgramServiceRevenueAmt03
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchased needed equipment and supplies for school in which we support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06831
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027837
IRS990EZ/SpecialEventsNetIncomeLossAmt032714
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06831
IRS990EZ/TotalProgramServiceExpensesAmt06831
IRS990EZ/TotalRevenueAmt036315
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0http://aoe.abss.k12.nc.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561682429
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0School
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Altamahaw Ossipee Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020175
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Candy Bar Sale
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051264
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020175
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02546
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Art to Remember $1360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Spirit Nights $1313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Givebacks $455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Reimbursements $3015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality Committee $2193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous Expenses $797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank fees $176
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Libby Vaught
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA North Carolina Congress dba
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Altamahaw Ossipee Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561682429
ReturnHeader/Filer/PhoneNum03365386030
ReturnHeader/Filer/USAddress/AddressLine1Txt02832 North NC Hwy 87
ReturnHeader/Filer/USAddress/CityNm0Elon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027244
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PIEDMONT TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027420
ReturnHeader/PreparerPersonGrp/PhoneNum03362745471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Bennett
ReturnHeader/ReturnTs02015-10-23T12:55:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,796
Liabilities
-
Net assets
$65,796
Revenue
$36,315
Expenses
$6,831
Net income
$29,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$43.3$40.0$22.8$17.2
2024Summary only. Only limited summary data is available for this year.$25.0$0.00$17.4$56.5$39.1
2023Detailed filing. Detailed filing data is available for this year.$64.1$64.1$21.2$25.3$4.10
2022Detailed filing. Detailed filing data is available for this year.$68.2$68.2$28.1$16.8$11.2
2020Detailed filing. Detailed filing data is available for this year.$91.9$91.9$32.3$21.4$10.9
2019Detailed filing. Detailed filing data is available for this year.$81.1$81.1$32.6$39.8$7.13
2018Summary only. Only limited summary data is available for this year.$88.2$0.00$33.6$31.3$2.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.9$85.9$34.9$33.7$1.16
2016Detailed filing. Detailed filing data is available for this year.$84.7$84.7$27.7$8.77$18.9
2015Detailed filing. Detailed filing data is available for this year.$65.8$65.8$36.3$6.83$29.5
2014Detailed filing. Detailed filing data is available for this year.$36.3$36.3$33.9$26.3$7.68
2013Summary only. Only limited summary data is available for this year.$28.6$0.00$33.9$55.6$21.7
2012Summary only. Only limited summary data is available for this year.$50.3$0.00$31.6$8.10$23.5