Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2014 • EIN 56-1682448

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 14, 2014

Organization Profile
P O Box 128Cooleemee, NC 27014

(336) 284-2581

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

4th percentile

-100%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

7th percentile

-55%

Faster asset growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

51st percentile

2.1%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$8,855

Down $10,673 (-55%) from 2013

Net Assets

Down

$8,855

Down $10,673 (-55%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin4th percentile

Revenue

Up

$10,652

Up $219 (+2.1%) from 2013

Expenses

Up

$21,325

Up $13,341 (+167%) from 2013

Net Income

Down

-$10,673

Down $13,122 (-536%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2014

Assets$8,855
Liabilities$0
Net Assets$8,855
Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$10,652
Expenses$21,325
Net Income-$10,673
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 14, 2014
Return Version
2013v3.1
Gross Receipts
$32,393
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$586$19,358
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,236$15,236$8,632$6,604
Event 2$9,981$9,981$9,952$29
Total Events$25,217$25,217$18,584$6,633
Filing and Contact Details

Filer

EIN
56-1682448

Signing Officer

Name
Brandi Correll
Title
President
Phone
3362842581
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Allan Newsom
Phone
3367512374
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmiscellaneous income 646”

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 586grantee cooleemee historical association street 131 church street city, state, zip cooleemee, nc 27014amount 500”

Description of other expenses Part I line 16

“Description amountdues 336fall festival 1,462insurance 225miscellaneous 640repairs 3,650teacher incentives 1,110teacher training 10,118transportation 2,378”

Raw XML Appendix165 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/BooksInCareOfDetail/PhoneNum03362842581
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IRS990EZ/BooksInCareOfDetail/USAddress/City0COOLEEMEE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027014
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10673
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0320
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt030748
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01086
IRS990EZ/GrossReceiptsAmt032393
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0420
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE WHITAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SABRINA SECHREST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDI CORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE FROELICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019919
IRS990EZ/OtherRevenueTotalAmt0646
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/GrantsAndAllocationsAmt0586
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019358
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021741
IRS990EZ/SpecialEventsNetIncomeLossAmt09007
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021325
IRS990EZ/TotalProgramServiceExpensesAmt019358
IRS990EZ/TotalRevenueAmt010652
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030748
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0163431
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0165385
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033584
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045005
IRS990ScheduleA/Total509Grp/TotalAmt0165385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045005
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165385
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025217
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06633
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08632
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS INCOME 646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTEE COOLEEMEE ELEMENTARY SCHOOL STREET 136 MARGINAL STREET CITY, STATE, ZIP COOLEEMEE, NC 27014AMOUNT 586GRANTEE COOLEEMEE HISTORICAL ASSOCIATION STREET 131 CHURCH STREET CITY, STATE, ZIP COOLEEMEE, NC 27014AMOUNT 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTDUES 336FALL FESTIVAL 1,462INSURANCE 225MISCELLANEOUS 640REPAIRS 3,650TEACHER INCENTIVES 1,110TEACHER TRAINING 10,118TRANSPORTATION 2,378
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDI CORRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03362842581
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA NC CONGRESS COOLEEMEE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561682448
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 128
ReturnHeader/Filer/USAddress/City0COOLEEMEE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561283928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10J LARRY LEDFORD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10P O BOX 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MOCKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0270280605
ReturnHeader/PreparerPersonGrp/PhoneNum03367512374
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN NEWSOM
ReturnHeader/ReturnTs02014-09-04T10:37:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,855
Liabilities
$0
Net assets
$8,855
Revenue
$10,652
Expenses
$21,325
Net income
-$10,673
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