Civic Intelligence

PTA North Carolina Congress

EIN 56-1682497 • 501(c)3 • Chapel Hill, NC

Profile

Promote youth welfare in home, school community

225 Culbreth RoadChapel Hill, NC 27516-8302

https//sites.google.com/a/chccs.k12.nc.us/culbreth-ptsa/home

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2020

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-24%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$25,009

Up $3,922 (+19%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$25,009

Up $3,922 (+19%) from 2019

Revenue

Down

$38,868

Down $12,108 (-24%) from 2019

Expenses

Down

$34,946

Down $12,525 (-26%) from 2019

Net Income

Up

$3,922

Up $417 (+12%) from 2019

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $29,012Liabilities 2012: $02012Assets 2013: $21,404Net Assets 2013: $21,4042013Assets 2014: $15,082Net Assets 2014: $15,0822014Assets 2015: $15,991Net Assets 2015: $15,9912015Assets 2016: $7,648Liabilities 2016: $02016Assets 2017: $17,785Net Assets 2017: $17,7852017Assets 2018: $17,582Net Assets 2018: $17,5822018Assets 2019: $21,087Net Assets 2019: $21,0872019Assets 2020: $25,009Net Assets 2020: $25,0092020

Highlighted filing

2020

Assets$25,009
Liabilities-
Net Assets$25,009

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $51,511Expenses 2012: $49,728Net Income 2012: $1,7832012Revenue 2013: $35,542Expenses 2013: $43,150Net Income 2013: -$7,6082013Revenue 2014: $37,766Expenses 2014: $44,088Net Income 2014: -$6,3222014Revenue 2015: $37,354Expenses 2015: $36,445Net Income 2015: $9092015Revenue 2016: $38,261Expenses 2016: $46,604Net Income 2016: -$8,3432016Revenue 2017: $34,604Expenses 2017: $24,467Net Income 2017: $10,1372017Revenue 2018: $29,973Expenses 2018: $30,176Net Income 2018: -$2032018Revenue 2019: $50,976Expenses 2019: $47,471Net Income 2019: $3,5052019Revenue 2020: $38,868Expenses 2020: $34,946Net Income 2020: $3,9222020

Highlighted filing

2020

Revenue$38,868
Expenses$34,946
Net Income$3,922

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 13, 2015
Return Version
2014v5.0
Gross Receipts
$130,866
Mission and Program Overview

Mission

Promote youth welfare in home, school community

Program Services

DescriptionGrantsExpenses
Teacher Support - The PTSA allocates funds to more than 60 teachers to help them purchase additional instructional materials that support learning activities for the students. Incl Teacher Discret, Celeb Arts, some Spec Proj-$22,045
Student Support-The PTSA provides financial support to student groups and projects including cultural enrichment, gifted education, special services educational competitions. The school serves b/t 650-750 students.-$10,132
Teacher Appreciation-The PTSA also provides some funds so that we can occasionally show our teachers how much we appreciate them and all that they do for our kids.-$2,670
Capital Improvements-The PTSA provides funds to purchase new technology as well as funds to help beautify the school grounds.-$176
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria La ViaPresidentPT$0--
Joe VarmanTreasurerPT$0--
Lucy FalkVP-Communications-$0--
Debra BuckVP-Volunteer Coordinator-$0--
Randi SmithCo-VP-Fundraising-$0--
Caroline JonesVP-Membership-$0--
Cheri HallCo-Secretary-$0--
Filing and Contact Details

Filer

Filer Name
PTA NC Congress-Grey Culbreth Middle School PTSA
EIN
56-1682497
Phone
9192404986
Address
225 Culbreth Road, Chapel Hill, NC 27516-8302

Signing Officer

Name
Joe Varman
Title
Treasurer
Signed
2015-08-13
Discuss with paid preparer
No

Preparer

Firm
Lawson Travers CPA PLLC
Address
312 Westside Drive, Chapel Hill, NC 27516-8393
Preparer
Lawson A Travers CPA
Phone
9199602794
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Teacher Appreciation-The PTSA also provides some funds so that we can occasionally show our teachers how much we appreciate them and all that they do for our kids. Grants and allocations 0, Program service expenses 2,670

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance for Officers 190

Form 990-EZ, Part I, Line 16, Other Expenses

Local PTA Council Dues 75

Form 990-EZ, Part I, Line 16, Other Expenses

Presidents Discretionary 500

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher Appreciation 2,670

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher Discretionary Funds 9,911

Form 990-EZ, Part I, Line 16, Other Expenses

Special Projects 12,134

Form 990-EZ, Part I, Line 16, Other Expenses

Competitions Performances 4,302

Form 990-EZ, Part I, Line 16, Other Expenses

Student Welfare 5,829

Form 990-EZ, Part I, Line 16, Other Expenses

Grounds 176

Raw XML Appendix183 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/OfficerDirectorTrusteeEmplGrp/PersonNm2Lucy Falk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Debra Buck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Randi Smith
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cheri Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Volunteer Coordinator
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co-Secretary
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt035787
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IRS990EZ/PrimaryExemptPurposeTxt0Promote youth welfare in home, school community
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Support-The PTSA provides financial support to student groups and projects including cultural enrichment, gifted education, special services educational competitions. The school serves b/t 650-750 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Capital Improvements-The PTSA provides funds to purchase new technology as well as funds to help beautify the school grounds.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Appreciation-The PTSA also provides some funds so that we can occasionally show our teachers how much we appreciate them and all that they do for our kids. Grants and allocations 0, Program service expenses 2,670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance for Officers 190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Local PTA Council Dues 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Presidents Discretionary 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Appreciation 2,670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Discretionary Funds 9,911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Special Projects 12,134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Competitions Performances 4,302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student Welfare 5,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Grounds 176
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Varman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC Congress-Grey Culbreth Middle School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561682497
ReturnHeader/Filer/PhoneNum09192404986
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 Culbreth Road
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275168302
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 Westside Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chapel Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275168393
ReturnHeader/PreparerPersonGrp/PhoneNum09199602794
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawson A Travers CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-13T05:07:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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