Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 56-1682499

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 05, 2017

Organization ProfileN/A
700 Watts StDurham, NC 27701

(919) 824-4965

Siviq Scores

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

Liabilities / Assets

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.57x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$86,541

Up $25,917 (+43%) from 2016

Net Assets

Up

$76,541

Up $15,917 (+26%) from 2016

Liabilities

Up

$10,000

Up $10,000 from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin98th percentile

Revenue

Down

$17,643

Down $27,696 (-61%) from 2016

Expenses

Down

$1,728

Down $35,380 (-95%) from 2016

Net Income

Up

$15,915

Up $7,684 (+93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$100K$50K$0Assets 2016: $60,624Liabilities 2016: $0Net Assets 2016: $60,6242016Assets 2017: $86,541Liabilities 2017: $10,000Net Assets 2017: $76,5412017Assets 2018: $80,780Net Assets 2018: $80,7802018Assets 2019: $75,864Net Assets 2019: $75,8642019

Highlighted filing

2017

Assets$86,541
Liabilities$10,000
Net Assets$76,541
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2016: $45,339Expenses 2016: $37,108Net Income 2016: $8,2312016Revenue 2017: $17,643Expenses 2017: $1,728Net Income 2017: $15,9152017Revenue 2018: $7,790Expenses 2018: $3,550Net Income 2018: $4,2402018Revenue 2019: -$1,375Expenses 2019: $3,541Net Income 2019: -$4,9162019

Highlighted filing

2017

Revenue$17,643
Expenses$1,728
Net Income$15,915
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 5, 2017
Return Version
2016v3.0
Gross Receipts
$151,400
Mission and Program Overview

Mission

To make every childs potential a reality by engaging and empowering families and communities to advocate for all children

Program Services

DescriptionGrantsExpenses
Montessori Experience: Montessori training, classroom supplies and other activities related to supporting a strong Montessori curriculum for our school's 400 students.-$14,720
Community Building: School gatherings, cultural activities, teacher appreciation week and other activities to bring parents, teachers and students together.-$10,636
Educational Experience School-to-Home: Achievement Gap, Field trips, graduations and other end-of-school-year celebrations Summer Reading Program-$7,671
See Schedule O-$500
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH LINDQUISTPresident-$0--
EMILY DALYVice PresidentPT$0--
KRISTEN DISMUKESSecretary-$0--
ANNIE AMBROSETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Playground Renovation$86,596$86,596$96,002$-9,406
Silent Auction$13,322$13,322$1,114$12,208
Total Events$124,386$124,386$102,070$22,316
Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress
EIN
56-1682499
Phone
9198244965
Address
700 Watts St, Durham, NC 27701

Signing Officer

Name
Annie Ambrose
Title
Treasurer
Phone
9198244965
Signed
2017-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Green Bean Counters LLC
Address
2210C E Pettigrew St, Durham, NC 27703
Preparer
Tracy Kondracki Ea
Phone
9195330113
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Battle of the Books”

Form 990EZ, Part I, Line 16

“Insurance-Liability 215.”

Form 990EZ, Part I, Line 16

“PTA Business & Other Expenses 489.”

Form 990EZ, Part I, Line 16

“PTA Communications 616.”

Form 990EZ, Part I, Line 16

“Durham Council of PTA Dues 35.”

Form 990EZ, Part I, Line 16

“PTA Fundraising Expenses 180.”

Form 990EZ, Part I, Line 16

“July & Aug. 2016 Operating Expenses 193.”

Form 990EZ, Part I, Line 20

“Rounding Differences 2.”

Form 990EZ, Part II, Line 26

“Note Payable 0. 10000.”

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNIE AMBROSE
IRS990EZ/BooksInCareOfDetail/PhoneNum09195603947
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 Watts St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Durham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060624
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015915
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060624
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086541
IRS990EZ/FundraisingGrossIncomeAmt0127105
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0151400
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0195
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060624
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076541
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060624
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076541
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH LINDQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY DALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN DISMUKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNIE AMBROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02
IRS990EZ/OtherExpensesTotalAmt01728
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To make every childs potential a reality by engaging and empowering families and communities to advocate for all children
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Montessori Experience: Montessori training, classroom supplies and other activities related to supporting a strong Montessori curriculum for our school's 400 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational Experience School-to-Home: Achievement Gap, Field trips, graduations and other end-of-school-year celebrations Summer Reading Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Building: School gatherings, cultural activities, teacher appreciation week and other activities to bring parents, teachers and students together.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014720
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17671
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210636
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0133757
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6652
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01728
IRS990EZ/TotalProgramServiceExpensesAmt033527
IRS990EZ/TotalRevenueAmt017643
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt098033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt098033
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt098033
IRS990ScheduleA/TotalSupportAmt098033
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0102070
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Playground Renovation
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013322
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0124386
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013322
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0124386
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022316
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04954
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0102070
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt096002
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01114
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Battle of the Books
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance-Liability 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA Business & Other Expenses 489.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA Communications 616.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Durham Council of PTA Dues 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Fundraising Expenses 180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6July & Aug. 2016 Operating Expenses 193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rounding Differences 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Note Payable 0. 10000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE AMBROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198244965
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA North Carolina Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561682499
ReturnHeader/Filer/PhoneNum09198244965
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 Watts St
ReturnHeader/Filer/USAddress/CityNm0Durham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05F1EC23BA29C8E88783B69E5E6BB1F52A2D077D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05F1EC23BA29C8E88783B69E5E6BB1F52A2D077D5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.169.26.179
ReturnHeader/FilingSecurityInformation/IPDt02017-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:40:52
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEN BEAN COUNTERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210C E Pettigrew St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Durham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027703
ReturnHeader/PreparerPersonGrp/PhoneNum09195330113
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY KONDRACKI EA
ReturnHeader/ReturnTs02017-09-04T10:41:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,541
Liabilities
$10,000
Net assets
$76,541
Revenue
$17,643
Expenses
$1,728
Net income
$15,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.9$75.9$1.38$3.54$4.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.8$80.8$7.79$3.55$4.24
2017Detailed filing. Detailed filing data is available for this year.$86.5$10.0$76.5$17.6$1.73$15.9
2016Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$45.3$37.1$8.23