Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 56-1682499

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 21, 2018

Organization ProfileN/A
700 Watts StDurham, NC 27701

(919) 560-3947

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-56%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$80,780

Down $5,761 (-6.7%) from 2017

Net Assets

Up

$80,780

Up $4,239 (+5.5%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$7,790

Down $9,853 (-56%) from 2017

Expenses

Up

$3,550

Up $1,822 (+105%) from 2017

Net Income

Down

$4,240

Down $11,675 (-73%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$80,780
Liabilities-
Net Assets$80,780
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$7,790
Expenses$3,550
Net Income$4,240
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 21, 2018
Return Version
2017v2.2
Gross Receipts
$63,583
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
Community Building: School gatherings, cultural activities, teacher appreciation week and other activities to bring parents, teachers and students together.-$21,496
Montessori Experience: Montessori training, classroom supplies and other activities related to supporting a strong Montessori curriculum for our school's 400 students.-$20,747
Educational Experience School-to-Home: Achievement Gap, Field trips, graduations and other end-of-school-year celebrations Summer Reading Program-$7,329
See Schedule O-$6,220
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOVONIA LEWISPresident-$0--
EMILY DALYVice PresidentPT$0--
JENNIFER GREERSecretary-$0--
ANNIE AMBROSETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Playground Renovation----
Silent Auction----
Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress
EIN
56-1682499
Phone
9195603947
Address
700 Watts St, Durham, NC 27701

Signing Officer

Name
Annie Ambrose
Title
Treasurer
Phone
9195603947
Signed
2018-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Green Bean Counters LLC
Address
801 Gilbert St Suite 213, Durham, NC 27701
Preparer
Tracy Kondracki Ea
Phone
9195330113
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Book Fair Purchases”

Form 990EZ, Part I, Line 8

“Other Income 662.”

Form 990EZ, Part I, Line 8

“Membership Dues - National PTA Portion 684.”

Form 990EZ, Part I, Line 16

“Insurance-Liability Expense 215.”

Form 990EZ, Part I, Line 16

“PTA Business & Other Expenses 565.”

Form 990EZ, Part I, Line 16

“PTA Communications Expenses 157.”

Form 990EZ, Part I, Line 16

“Durham Council of PTA Dues Paid 35.”

Form 990EZ, Part I, Line 16

“Other Expenses 662.”

Form 990EZ, Part I, Line 16

“July & Aug. 2017 Operating Expenses 1232.”

Form 990EZ, Part I, Line 16

“Membership Dues - National PTA Portion 684.”

Form 990EZ, Part I, Line 20

“Rounding Differences -1.”

Form 990EZ, Part II, Line 26

“Note Payable 10000.”

Raw XML Appendix175 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/BOYAmt086541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080780
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024728
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04240
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086541
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080780
IRS990EZ/FundraisingGrossIncomeAmt037311
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063583
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0198
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080780
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080780
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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/PersonNm0JOVONIA LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY DALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER GREER
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/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt03550
IRS990EZ/OtherRevenueTotalAmt01346
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/ProgramServiceExpensesAmt020747
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17329
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt221496
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36220
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt055793
IRS990EZ/SpecialEventsNetIncomeLossAmt0-18482
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03550
IRS990EZ/TotalProgramServiceExpensesAmt055792
IRS990EZ/TotalRevenueAmt07790
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0109964
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0109964
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023526
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0109964
IRS990ScheduleA/TotalSupportAmt0109964
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Playground Renovation
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Silent Auction
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Book Fair Purchases
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Income 662.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Membership Dues - National PTA Portion 684.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance-Liability Expense 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Business & Other Expenses 565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Communications Expenses 157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Durham Council of PTA Dues Paid 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other Expenses 662.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8July & Aug. 2017 Operating Expenses 1232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership Dues - National PTA Portion 684.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Rounding Differences -1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Note Payable 10000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE AMBROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195603947
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA North Carolina Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561682499
ReturnHeader/Filer/PhoneNum09195603947
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/IPv4AddressTxt0107.15.252.37
ReturnHeader/FilingSecurityInformation/IPDt02018-08-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:36:24
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEN BEAN COUNTERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Gilbert St Suite 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Durham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027701
ReturnHeader/PreparerPersonGrp/PhoneNum09195330113
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY KONDRACKI EA
ReturnHeader/ReturnTs02018-08-25T16:36:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,780
Liabilities
-
Net assets
$80,780
Revenue
$7,790
Expenses
$3,550
Net income
$4,240
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
2018Detailed filing. Detailed filing data is available for this year.$80.8$80.8$7.79$3.55$4.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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