Civic Intelligence

PTA Nc Congress-Grey Culbreth Middle School Ptsa

990EZ • Fiscal year 2019 • EIN 56-1682497

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 15, 2019

Organization Profilehttps//sites.google.com/a/chccs.k12.nc.us/culbreth-ptsa/home
225 Culbreth RoadChapel Hill, NC 27516-8302

(919) 240-4986

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

57th percentile

6.9%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

70%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,087

Up $3,505 (+20%) from 2018

Net Assets

Up

$21,087

Up $3,505 (+20%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$50,976

Up $21,003 (+70%) from 2018

Expenses

Up

$47,471

Up $17,295 (+57%) from 2018

Net Income

Up

$3,505

Up $3,708 (+1827%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$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

2019

Assets$21,087
Liabilities-
Net Assets$21,087
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

2019

Revenue$50,976
Expenses$47,471
Net Income$3,505
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$67,955
Mission and Program Overview

Mission

Promote youth welfare in home, school community

Program Services

DescriptionGrantsExpenses
Capital Improvements-The PTSA provided funds to purchase many new instruments for the orchestra.-$16,241
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-$9,377
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.-$9,202
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.-$9,199
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tiffany AllenPresidentPT$0--
Jennifer CavenderVice President-$0--
Maggie HanesVice President-$0--
Sarah ShapardVice President-$0--
Theresa SpencerVice President-$0--
Ben MartensTreasurerPT$0--
Catherine NealSecretary-$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
Ben Martens
Title
Treasurer 201819
Signed
2019-10-15
Discuss with paid preparer
No

Preparer

Firm
Lawson Travers CPA PLLC
Address
613 Aberdeen Drive, Chapel Hill, NC 27516
Preparer
Lawson A Travers
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 9,202”

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

“PTSA Admin Operations Expense 3,105”

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

“Membership Expense 47”

Raw XML Appendix177 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/USAddress/CityNm0Chapel Hill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017582
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IRS990EZ/ExcessOrDeficitForYearAmt03505
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt044019
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01684
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IRS990EZ/GrossSalesOfInventoryAmt018663
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017582
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021087
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tiffany Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Cavender
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Maggie Hanes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Shapard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Theresa Spencer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ben Martens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Catherine Neal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote youth welfare in home, school community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher 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
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 provided funds to purchase many new instruments for the orchestra.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09377
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19199
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216241
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt39202
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt047471
IRS990EZ/TotalProgramServiceExpensesAmt044019
IRS990EZ/TotalRevenueAmt050976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https//sites.google.com/a/chccs.k12.nc.us/culbreth-ptsa/home
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0146565
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt092321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0104640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0348841
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.97780
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0484406
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt011000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt011000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt011000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt011000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0130866
IRS990ScheduleA/Total509Grp/TotalAmt0495406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0130866
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0495406
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 9,202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTSA Admin Operations Expense 3,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Membership Expense 47
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ben Martens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 201819
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId014DFBE2DC46857B65E20D65E90B07F268F9F28A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId014DFBE2DC46857B65E20D65E90B07F268F9F28A0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.204.57.34
ReturnHeader/FilingSecurityInformation/IPDt02019-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:31:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lawson Travers CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0613 Aberdeen Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chapel Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027516
ReturnHeader/PreparerPersonGrp/PhoneNum09199602794
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawson A Travers
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-15T11:49:24-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,087
Liabilities
-
Net assets
$21,087
Revenue
$50,976
Expenses
$47,471
Net income
$3,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$25.0$38.9$34.9$3.92
2019Detailed filing. Detailed filing data is available for this year.$21.1$21.1$51.0$47.5$3.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$17.6$30.0$30.2$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$17.8$34.6$24.5$10.1
2016Summary only. Only limited summary data is available for this year.$7.65$0.00$38.3$46.6$8.34
2015Detailed filing. Detailed filing data is available for this year.$16.0$16.0$37.4$36.4$0.91
2014Detailed filing. Detailed filing data is available for this year.$15.1$15.1$37.8$44.1$6.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$21.4$35.5$43.2$7.61
2012Summary only. Only limited summary data is available for this year.$29.0$0.00$51.5$49.7$1.78