Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 56-1683647

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

Organization ProfileN/A
PO Box 70Red Oak, NC 27868

(252) 567-9790

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

120%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$10,190

Up $5,559 (+120%) from 2014

Net Assets

Up

$10,190

Up $5,559 (+120%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin79th percentile

Revenue

Up

$24,473

Up $3,343 (+16%) from 2014

Expenses

Down

$18,914

Down $9,450 (-33%) from 2014

Net Income

Up

$5,559

Up $12,793 (+177%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15K$10K$5.0K$0Assets 2012: $9,471Net Assets 2012: $9,4712012Assets 2013: $11,864Liabilities 2013: $0Net Assets 2013: $11,8642013Assets 2014: $4,631Liabilities 2014: $0Net Assets 2014: $4,6312014Assets 2015: $10,190Liabilities 2015: $0Net Assets 2015: $10,1902015Assets 2016: $5,211Liabilities 2016: $0Net Assets 2016: $5,2112016Assets 2017: $6,522Liabilities 2017: $0Net Assets 2017: $6,5222017

Highlighted filing

2015

Assets$10,190
Liabilities$0
Net Assets$10,190
Open 2015 Filing

Operations Trend

Revenue Growth69th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $16,042Expenses 2012: $18,807Net Income 2012: -$2,7652012Revenue 2013: $11,911Expenses 2013: $9,518Net Income 2013: $2,3932013Revenue 2014: $21,130Expenses 2014: $28,364Net Income 2014: -$7,2342014Revenue 2015: $24,473Expenses 2015: $18,914Net Income 2015: $5,5592015Revenue 2016: $13,658Expenses 2016: $18,637Net Income 2016: -$4,9792016Revenue 2017: $19,249Expenses 2017: $17,938Net Income 2017: $1,3112017

Highlighted filing

2015

Revenue$24,473
Expenses$18,914
Net Income$5,559
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$67,816
Mission and Program Overview

Mission

Student support, enrichment, and education

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT, AND EDUCATION. TO ENHANCE CHILDREN'S LEARNING ENVIRONMENT THROUGH PURCHASE OF MATERIALS, BOOKS, EQUIPMENT, ETC.-$17,412
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON HARRISPresident-$0--
BRIANA PULLANOVP-$0--
HEATHER JONESSecretary-$0--
MEILING BELLAMYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$67,812$67,812$43,343$24,469
Total Events$67,812$67,812$43,343$24,469
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1683647
Address
PO BOX 70, RED OAK, NC 27868

Signing Officer

Name
Meiling Bellamy
Title
Treasurer
Signed
2016-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Pate Horton & Ess Pa
Address
PO BOX 787, NASHVILLE, NC 27856
Preparer
Hugh G Horton Iii
Phone
2524593186
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office and other 672 donations to teachers/sch 17,412 total 18,084”

Raw XML Appendix140 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/PersonNm0MEILING BELLAMY
IRS990EZ/BooksInCareOfDetail/PhoneNum02525679790
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 70
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RED OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027868
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04631
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010190
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05559
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0830
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04631
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010190
IRS990EZ/FundraisingGrossIncomeAmt067812
IRS990EZ/GrossReceiptsAmt067816
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04631
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010190
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04631
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLISON HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIANA PULLANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEILING BELLAMY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018084
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT, ENRICHMENT, AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT, AND EDUCATION. TO ENHANCE CHILDREN'S LEARNING ENVIRONMENT THROUGH PURCHASE OF MATERIALS, BOOKS, EQUIPMENT, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017412
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043343
IRS990EZ/SpecialEventsNetIncomeLossAmt024469
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018914
IRS990EZ/TotalProgramServiceExpensesAmt017412
IRS990EZ/TotalRevenueAmt024473
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt067812
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt057532
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt052183
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt055922
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt053568
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0287017
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0288719
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055922
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055266
IRS990ScheduleA/Total509Grp/TotalAmt0288719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0288719
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043343
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067812
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024469
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043343
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE AND OTHER 672 DONATIONS TO TEACHERS/SCH 17,412 TOTAL 18,084
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEILING BELLAMY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RED OAK ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561683647
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 70
ReturnHeader/Filer/USAddress/CityNm0RED OAK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027868
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561315531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATE HORTON & ESS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 787
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027856
ReturnHeader/PreparerPersonGrp/PhoneNum02524593186
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HUGH G HORTON III
ReturnHeader/ReturnTs02016-02-12T08:55:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,190
Liabilities
$0
Net assets
$10,190
Revenue
$24,473
Expenses
$18,914
Net income
$5,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$19.2$17.9$1.31
2016Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$13.7$18.6$4.98
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$24.5$18.9$5.56
2014Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$21.1$28.4$7.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.00$11.9$11.9$9.52$2.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$9.47$16.0$18.8$2.77