Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2016 • EIN 56-1683647

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

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

(252) 443-4908

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$5,211

Down $4,979 (-49%) from 2015

Net Assets

Down

$5,211

Down $4,979 (-49%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin10th percentile

Revenue

Down

$13,658

Down $10,815 (-44%) from 2015

Expenses

Down

$18,637

Down $277 (-1.5%) from 2015

Net Income

Down

-$4,979

Down $10,538 (-190%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2016

Assets$5,211
Liabilities$0
Net Assets$5,211
Open 2016 Filing

Operations Trend

Revenue Growth11th 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

2016

Revenue$13,658
Expenses$18,637
Net Income-$4,979
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$50,787
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.-$17,807
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY HARRISPresident-$0--
SHARRON WARRENVP-$0--
MELINDA ROMEROSecretary-$0--
MEILING BELLAMYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$50,783$50,783$37,129$13,654
Total Events$50,783$50,783$37,129$13,654
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
Phone
2525679790
Signed
2016-10-26
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 373 donations to teachers/sch 17,434 total 17,807”

Raw XML Appendix138 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/BusinessName/BusinessNameLine1Txt0REBECCA MURRAY
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0PO BOX 70
IRS990EZ/BooksInCareOfDetail/PhoneNum02524434908
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 70
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 70
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RED OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027868
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010190
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05211
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4979
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0830
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010190
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05211
IRS990EZ/FundraisingGrossIncomeAmt050783
IRS990EZ/GrossReceiptsAmt050787
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010190
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05211
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010190
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05211
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/PersonNm0BECKY HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARRON WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELINDA ROMERO
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/OtherExpensesTotalAmt017807
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/ProgramServiceExpensesAmt017807
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037129
IRS990EZ/SpecialEventsNetIncomeLossAmt013654
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018637
IRS990EZ/TotalProgramServiceExpensesAmt017807
IRS990EZ/TotalRevenueAmt013658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt050783
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt057532
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt052183
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt055922
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0216420
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0216424
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055922
IRS990ScheduleA/Total509Grp/TotalAmt0216424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055922
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0216424
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037129
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050783
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013654
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037129
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE AND OTHER 373 DONATIONS TO TEACHERS/SCH 17,434 TOTAL 17,807
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEILING BELLAMY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02525679790
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
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/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HUGH G HORTON III
ReturnHeader/ReturnTs02016-11-14T10:02:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,211
Liabilities
$0
Net assets
$5,211
Revenue
$13,658
Expenses
$18,637
Net income
-$4,979
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