Civic Intelligence

PTA North Carolina Congress

EIN 56-1682448 • 501(c)3 • Cooleemee, NC

990-N Coverage

Profile

Support educational programs

P O Box 128Cooleemee, NC 27014
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$9,965

Up $1,110 (+13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$9,965

Up $1,110 (+13%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Down

$6,605

Down $4,047 (-38%) from 2014

Expenses

Down

$5,495

Down $15,830 (-74%) from 2014

Net Income

Up

$1,110

Up $11,783 (+110%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2011: $17,917Liabilities 2011: $0Net Assets 2011: $17,9172011Assets 2012: $17,079Liabilities 2012: $0Net Assets 2012: $17,0792012Assets 2013: $19,528Liabilities 2013: $0Net Assets 2013: $19,5282013Assets 2014: $8,855Liabilities 2014: $0Net Assets 2014: $8,8552014Assets 2015: $9,965Liabilities 2015: $0Net Assets 2015: $9,9652015

Highlighted filing

2015

Assets$9,965
Liabilities$0
Net Assets$9,965
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $10,393Expenses 2011: $6,763Net Income 2011: $3,6302011Revenue 2012: $3,155Expenses 2012: $3,993Net Income 2012: -$8382012Revenue 2013: $10,433Expenses 2013: $7,984Net Income 2013: $2,4492013Revenue 2014: $10,652Expenses 2014: $21,325Net Income 2014: -$10,6732014Revenue 2015: $6,605Expenses 2015: $5,495Net Income 2015: $1,1102015

Highlighted filing

2015

Revenue$6,605
Expenses$5,495
Net Income$1,110
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$9,965
Liabilities
$0
Net assets
$9,965
Revenue
$6,605
Expenses
$5,495
Net income
$1,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$6.61$5.50$1.11
2014Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$10.7$21.3$10.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.00$19.5$10.4$7.98$2.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$0.00$17.1$3.16$3.99$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.00$17.9$10.4$6.76$3.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 14, 2015
Return Version
2014v5.0
Gross Receipts
$29,305
Mission and Program Overview

Mission

Support educational programs

Program Services

DescriptionGrantsExpenses
PROVIDE FURNISHINGS TRANSPORTATION MATERIALS AND INCENTIVES TO STUDENTS AND STAFF IN COOLEEMEE NC SERVING APPROXIMATELY 530 STUDENTS AND 75 STAFF$620$4,197
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE WHITAKERSecretary-$0--
SABRINA SECHRESTTreasurer-$0--
BRANDI CORRELLPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fairs$10,120$10,120$10,119$1
Little Caesa$7,349$7,349$5,272$2,077
Total Events$24,729$24,729$20,465$4,264
Filing and Contact Details

Filer

Filer Name
Pta Nc Congress Cooleemee School Pta
EIN
56-1682448
Address
P O BOX 128, COOLEEMEE, NC 27014

Signing Officer

Name
Brandi Correll
Title
President
Phone
3369092991
Signed
2015-09-14
Discuss with paid preparer
Yes

Preparer

Firm
J Larry Ledford CPA
Address
P O BOX 605, MOCKSVILLE, NC 27028-0605
Preparer
Allan Newsom
Phone
3367512374
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmiscellaneous income 61”

List of grants and similar amounts paid Part I line 10

“Grantee cooleemee elementary school street 136 marginal street city, state, zip cooleemee, nc 27014amount 620”

Description of other expenses Part I line 16

“Description amountdues 108insurance 250miscellaneous 468student incentives 399teacher incentives 1,040transportation 2,290”

Raw XML Appendix162 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/PersonNm0SABRINA SECHREST
IRS990EZ/BooksInCareOfDetail/PhoneNum03362842581
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 128
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COOLEEMEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08855
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09965
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01110
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0320
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08855
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09965
IRS990EZ/FundraisingGrossIncomeAmt029114
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0620
IRS990EZ/GrossReceiptsAmt029305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0130
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08855
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09965
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08855
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09965
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE WHITAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SABRINA SECHREST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDI CORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04555
IRS990EZ/OtherRevenueTotalAmt061
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FURNISHINGS TRANSPORTATION MATERIALS AND INCENTIVES TO STUDENTS AND STAFF IN COOLEEMEE NC SERVING APPROXIMATELY 530 STUDENTS AND 75 STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0620
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04197
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022700
IRS990EZ/SpecialEventsNetIncomeLossAmt06414
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05495
IRS990EZ/TotalProgramServiceExpensesAmt04197
IRS990EZ/TotalRevenueAmt06605
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030748
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0147884
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0149624
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033584
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036287
IRS990ScheduleA/Total509Grp/TotalAmt0149624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt018762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036287
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0149624
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020465
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LITTLE CAESA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024729
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04264
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05074
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020465
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010119
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05272
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS INCOME 61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTEE COOLEEMEE ELEMENTARY SCHOOL STREET 136 MARGINAL STREET CITY, STATE, ZIP COOLEEMEE, NC 27014AMOUNT 620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTDUES 108INSURANCE 250MISCELLANEOUS 468STUDENT INCENTIVES 399TEACHER INCENTIVES 1,040TRANSPORTATION 2,290
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDI CORRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03369092991
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC CONGRESS COOLEEMEE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561682448
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 128
ReturnHeader/Filer/USAddress/CityNm0COOLEEMEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561283928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J LARRY LEDFORD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOCKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0270280605
ReturnHeader/PreparerPersonGrp/PhoneNum03367512374
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN NEWSOM
ReturnHeader/ReturnTs02015-09-24T15:59:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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