Civic Intelligence

PTA North Carolina Congress Lewisville Elementary PTA

990EZ • Fiscal year 2018 • EIN 56-1684064

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 26, 2018

150 Lucy LaneLewisville, NC 27023

(336) 703-4224

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

72nd percentile

16%

Higher net margin than 72% 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

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

36th percentile

-8.6%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Up

$25,628

Up $5,953 (+30%) from 2017

Net Assets

Up

$25,628

Up $5,953 (+30%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$36,658

Down $3,440 (-8.6%) from 2017

Expenses

Down

$30,705

Down $8,242 (-21%) from 2017

Net Income

Up

$5,953

Up $4,802 (+417%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $14,864Liabilities 2011: $0Net Assets 2011: $14,8642011Assets 2012: $8,705Liabilities 2012: $0Net Assets 2012: $8,7052012Assets 2013: $8,083Liabilities 2013: $02013Assets 2014: $9,144Liabilities 2014: $02014Assets 2015: $12,771Liabilities 2015: $02015Assets 2016: $18,524Liabilities 2016: $0Net Assets 2016: $18,5242016Assets 2017: $19,675Liabilities 2017: $0Net Assets 2017: $19,6752017Assets 2018: $25,628Net Assets 2018: $25,6282018Assets 2019: $14,092Net Assets 2019: $14,0922019Assets 2020: $41,473Net Assets 2020: $41,4732020Assets 2021: $21,260Net Assets 2021: $21,2602021Assets 2022: $43,414Net Assets 2022: $43,4142022Assets 2023: $34,045Net Assets 2023: $34,0452023Assets 2024: $64,311Liabilities 2024: $02024Assets 2025: $69,140Net Assets 2025: $69,1402025

Highlighted filing

2018

Assets$25,628
Liabilities-
Net Assets$25,628

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $62,156Expenses 2011: $59,297Net Income 2011: $2,8592011Revenue 2012: $54,174Expenses 2012: $60,593Net Income 2012: -$6,4192012Revenue 2013: $40,006Expenses 2013: $40,851Net Income 2013: -$8452013Revenue 2014: $41,929Expenses 2014: $40,953Net Income 2014: $9762014Revenue 2015: $37,154Expenses 2015: $33,527Net Income 2015: $3,6272015Revenue 2016: $37,636Expenses 2016: $31,883Net Income 2016: $5,7532016Revenue 2017: $40,098Expenses 2017: $38,947Net Income 2017: $1,1512017Revenue 2018: $36,658Expenses 2018: $30,705Net Income 2018: $5,9532018Revenue 2019: $41,329Expenses 2019: $52,865Net Income 2019: -$11,5362019Revenue 2020: $46,065Expenses 2020: $18,684Net Income 2020: $27,3812020Revenue 2021: $2,828Expenses 2021: $23,041Net Income 2021: -$20,2132021Revenue 2022: $61,552Expenses 2022: $39,398Net Income 2022: $22,1542022Revenue 2023: $87,454Expenses 2023: $96,823Net Income 2023: -$9,3692023Revenue 2024: $100,043Expenses 2024: $69,777Net Income 2024: $30,2662024Revenue 2025: $105,935Expenses 2025: $101,106Net Income 2025: $4,8292025

Highlighted filing

2018

Revenue$36,658
Expenses$30,705
Net Income$5,953
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 26, 2018
Return Version
2017v2.3
Gross Receipts
$40,771
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR OTHER ACTIVITIES TO ASSIST IN ACCOMPLISHING OUR MISSION-$16,454
CLASSROOM TEACHER REQUESTS - ASSISTS TEACHERS IN PURCHASING CLASSROOM SUPPLIES AND PROVIDING OTHER ACTIVITIES FOR CHILDREN-$5,680
LIBRARY - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES-$4,538
ART - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES-$1,032
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX SMITHPresident-$0--
KATY CARROLLVice Preside-$0--
LETITIA PERDUESecretary-$0--
AMY FOSTERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1684064
Phone
3367034224
Address
150 LUCY LANE, LEWISVILLE, NC 27023

Signing Officer

Name
Amy Foster
Title
Treasurer
Phone
3367034224
Signed
2018-12-26
Discuss with paid preparer
Yes

Preparer

Firm
Norris Stewart & Ralston Pa
Address
PO DRAWER 1068, STATESVILLE, NC 28687
Preparer
Elaine S Nicholson
Phone
7048711995
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses program service expenses 14,563 departmental expenses 7,629 committee expenses 1,333 bank fees 127 insurance 355 school improvements 2,407 meetings 60 supplies 28 pta council membership 1,426 discretionary expenses 1,802 gift card purchases 275 total 30,005

Form 990-ez, Part II, Line 24

Inventories for sale or use 0 1,000 gift cards 290 15 total 290 1,015

Form 990-ez, Part III, Line 31

Provide funds for other activities to assist in accomplishing our mission

Raw XML Appendix160 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum03367034224
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEWISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019385
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024613
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEX SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATY CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LETITIA PERDUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0290
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01015
IRS990EZ/OtherExpensesTotalAmt030005
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt016564
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM TEACHER REQUESTS - ASSISTS TEACHERS IN PURCHASING CLASSROOM SUPPLIES AND PROVIDING OTHER ACTIVITIES FOR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LIBRARY - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ART - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE FUNDS FOR OTHER ACTIVITIES TO ASSIST IN ACCOMPLISHING OUR MISSION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05680
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14538
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21032
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt316454
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030705
IRS990EZ/TotalProgramServiceExpensesAmt027704
IRS990EZ/TotalRevenueAmt036658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 353
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06470
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022883
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0134665
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt0353
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99790
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040771
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02764
IRS990ScheduleA/Total509Grp/TotalAmt0171766
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02764
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0172119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM SERVICE EXPENSES 14,563 DEPARTMENTAL EXPENSES 7,629 COMMITTEE EXPENSES 1,333 BANK FEES 127 INSURANCE 355 SCHOOL IMPROVEMENTS 2,407 MEETINGS 60 SUPPLIES 28 PTA COUNCIL MEMBERSHIP 1,426 DISCRETIONARY EXPENSES 1,802 GIFT CARD PURCHASES 275 TOTAL 30,005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 0 1,000 GIFT CARDS 290 15 TOTAL 290 1,015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE FUNDS FOR OTHER ACTIVITIES TO ASSIST IN ACCOMPLISHING OUR MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT DURING THE YEAR. THE ORGANIZATION DID NOT PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT DURING THE YEAR.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0AMY FOSTER
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ReturnHeader/FilingSecurityInformation/IPTm020:34:32
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-04
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ReturnHeader/ReturnTs02019-02-04T20:34:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.06$1.01$0.05
2024Summary only. Only limited summary data is available for this year.$0.64$0.00$1.00$0.70$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.87$0.97$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.62$0.39$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.03$0.23$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.46$0.19$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.41$0.53$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.37$0.31$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.40$0.39$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.38$0.32$0.06
2015Summary only. Only limited summary data is available for this year.$0.13$0.00$0.37$0.34$0.04
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$0.42$0.41$0.01
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.40$0.41$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.54$0.61$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.62$0.59$0.03