Civic Intelligence

PTA North Carolina Congress Lewisville Elementary PTA

990EZ • Fiscal year 2019 • EIN 56-1684064

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 02, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

13th percentile

-28%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$14,092

Down $11,536 (-45%) from 2018

Net Assets

Down

$14,092

Down $11,536 (-45%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$41,329

Up $4,671 (+13%) from 2018

Expenses

Up

$52,865

Up $22,160 (+72%) from 2018

Net Income

Down

-$11,536

Down $17,489 (-294%) from 2018

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

2019

Assets$14,092
Liabilities-
Net Assets$14,092

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

2019

Revenue$41,329
Expenses$52,865
Net Income-$11,536
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 2, 2020
Return Version
2018v3.2
Gross Receipts
$49,765
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR OTHER ACTIVITIES TO ASSIST IN ACCOMPLISHING OUR MISSION-$26,614
CLASSROOM TEACHER REQUESTS - ASSISTS TEACHERS IN PURCHASING CLASSROOM SUPPLIES AND PROVIDING OTHER ACTIVITIES FOR CHILDREN-$20,608
LIBRARY - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES-$1,075
ART - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES-$598
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LETITIA PERDUEPresident-$0--
MEGAN VOGLERVice Preside-$0--
TIFFANY HENNESSYSecretary-$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
2020-06-02
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 41,103 departmental expenses 4,854 bank fees 90 insurance 355 school improvements 2,777 supplies 3,017 discretionary expenses 169 total 52,365

Form 990-ez, Part II, Line 24

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

Form 990-ez, Part III, Line 31

Provide funds for other activities to assist in accomplishing our mission

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0AMY FOSTER
IRS990EZ/BooksInCareOfDetail/PhoneNum03367034224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 LUCY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEWISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024613
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013092
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024667
IRS990EZ/CostOfGoodsSoldAmt08436
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11536
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt025628
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014092
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-2546
IRS990EZ/GrossReceiptsAmt049765
IRS990EZ/GrossSalesOfInventoryAmt05890
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025628
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025628
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LETITIA PERDUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN VOGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIFFANY HENNESSY
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/BOYAmt01015
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt052365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt019208
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/ProgramServiceExpensesAmt020608
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11075
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2598
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt326614
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052865
IRS990EZ/TotalProgramServiceExpensesAmt048895
IRS990EZ/TotalRevenueAmt041329
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 353
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022883
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0159763
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0353
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0353
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99840
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt0218767
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03912
IRS990ScheduleA/Total509Grp/TotalAmt0218767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03912
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0219120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM SERVICE EXPENSES 41,103 DEPARTMENTAL EXPENSES 4,854 BANK FEES 90 INSURANCE 355 SCHOOL IMPROVEMENTS 2,777 SUPPLIES 3,017 DISCRETIONARY EXPENSES 169 TOTAL 52,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 1,000 1,000 GIFT CARDS 15 0 TOTAL 1,015 1,000
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367034224
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LEWISVILLE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561684064
ReturnHeader/Filer/PhoneNum03367034224
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 LUCY LANE
ReturnHeader/Filer/USAddress/CityNm0LEWISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-06-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:32:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561928422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORRIS STEWART & RALSTON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 1068
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028687
ReturnHeader/PreparerPersonGrp/PhoneNum07048711995
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE S NICHOLSON
ReturnHeader/ReturnTs02020-06-30T11:32:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits