Civic Intelligence

PTA North Carolina Congress DBA Altamahaw Ossipee Elementary School PTA

990EZ • Fiscal year 2016 • EIN 56-1682429

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$84,708

Up $18,912 (+29%) from 2015

Net Assets

Up

$84,708

Up $18,912 (+29%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$27,678

Down $8,637 (-24%) from 2015

Expenses

Up

$8,766

Up $1,935 (+28%) from 2015

Net Income

Down

$18,912

Down $10,572 (-36%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2016

Assets$84,708
Liabilities-
Net Assets$84,708
Open 2016 Filing

Operations Trend

Revenue Growth21st 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

2016

Revenue$27,678
Expenses$8,766
Net Income$18,912
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.0
Gross Receipts
$48,537
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.$8,766-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacy ButcherSecretary-$0--
Cynthia ClaytonTreasurer-$0--
Shannon HuffinePresident-$0--
Libby VaughtVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Bar Sale$31,833$31,833$17,629$14,204
Fall Festival$12,560$12,560$2,546$10,014
Total Events$44,393$44,393$20,175$24,218
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
Cynthia Clayton
Title
Treasurer
Signed
2016-10-31
Supplemental Narrative

Additional Explanations

Other Revenue.1

“School Spirit Nights $1534”

Other Revenue.2

“Community Givebacks $474”

Other Expenses.1012

“Insurance $418”

Other Expenses.1

“Teacher Reimbursements $3103”

Other Expenses.2

“Hospitality Committee $2223”

Other Expenses.3

“Curtains $1165”

Other Expenses.4

“Flag Pole Memorial $790”

Other Expenses.5

“Supplies $655”

Other Expenses.6

“Miscellaneous Expenses $236”

Other Expenses.7

“Bank fees $176”

Raw XML Appendix161 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/PersonNm0Cynthia Clayton
IRS990EZ/BooksInCareOfDetail/PhoneNum03362648080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03466 Durham Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Burlington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065796
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084708
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018912
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065796
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084708
IRS990EZ/FundraisingGrossIncomeAmt046431
IRS990EZ/GrossReceiptsAmt048537
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt093
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065796
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084708
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065796
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084708
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/PersonNm2Shannon Huffine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Libby Vaught
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08766
IRS990EZ/OtherRevenueTotalAmt02008
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support school in carrying out their exempt purpose.
IRS990EZ/ProgramServiceRevenueAmt05
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchased needed equipment and supplies for school in which we support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08766
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020859
IRS990EZ/SpecialEventsNetIncomeLossAmt025572
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08766
IRS990EZ/TotalProgramServiceExpensesAmt08766
IRS990EZ/TotalRevenueAmt027678
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561682429
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
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/GrossReceiptsEvent1Amt031833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044393
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024218
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020175
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Spirit Nights $1534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Community Givebacks $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Reimbursements $3103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality Committee $2223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Curtains $1165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Flag Pole Memorial $790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous Expenses $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank fees $176
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cynthia Clayton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-31
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/ReturnTs02016-10-31T06:09:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,708
Liabilities
-
Net assets
$84,708
Revenue
$27,678
Expenses
$8,766
Net income
$18,912
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits