Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2021 • EIN 56-1684344

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

Organization ProfileNONE
7605 Florence School RoadHigh Point, NC 27265

(336) 819-2120

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

61%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

85th percentile

68%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$25,394

Up $10,248 (+68%) from 2020

Net Assets

Up

$25,268

Up $10,248 (+68%) from 2020

Liabilities

Flat

$126

Flat from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Down

$17,016

Down $16,640 (-49%) from 2020

Expenses

Down

$6,688

Down $38,664 (-85%) from 2020

Net Income

Up

$10,328

Up $22,024 (+188%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$80K$60K$40K$20K$0Assets 2011: $39,890Liabilities 2011: $02011Assets 2012: $17,289Liabilities 2012: $02012Assets 2013: $21,839Liabilities 2013: $02013Assets 2014: $20,961Liabilities 2014: $02014Assets 2015: $23,724Liabilities 2015: $02015Assets 2016: $22,435Liabilities 2016: $02016Assets 2017: $17,275Liabilities 2017: $02017Assets 2018: $11,549Liabilities 2018: $02018Assets 2019: $23,493Net Assets 2019: $23,4932019Assets 2020: $15,146Liabilities 2020: $126Net Assets 2020: $15,0202020Assets 2021: $25,394Liabilities 2021: $126Net Assets 2021: $25,2682021Assets 2022: $40,371Liabilities 2022: $126Net Assets 2022: $40,2462022Assets 2023: $43,082Liabilities 2023: $126Net Assets 2023: $42,9562023Assets 2024: $45,141Liabilities 2024: $126Net Assets 2024: $45,0152024Assets 2025: $64,129Liabilities 2025: $126Net Assets 2025: $64,0032025

Highlighted filing

2021

Assets$25,394
Liabilities$126
Net Assets$25,268
Open 2021 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $100,277Expenses 2011: $101,391Net Income 2011: -$1,1142011Revenue 2012: $77,685Expenses 2012: $100,286Net Income 2012: -$22,6012012Revenue 2013: $38,037Expenses 2013: $33,487Net Income 2013: $4,5502013Revenue 2014: $33,898Expenses 2014: $34,776Net Income 2014: -$8782014Revenue 2015: $32,230Expenses 2015: $29,467Net Income 2015: $2,7632015Revenue 2016: $28,948Expenses 2016: $30,237Net Income 2016: -$1,2892016Revenue 2017: $29,821Expenses 2017: $34,981Net Income 2017: -$5,1602017Revenue 2018: $30,995Expenses 2018: $30,200Net Income 2018: $7952018Revenue 2019: $28,636Expenses 2019: $16,692Net Income 2019: $11,9442019Revenue 2020: $33,656Expenses 2020: $45,352Net Income 2020: -$11,6962020Revenue 2021: $17,016Expenses 2021: $6,688Net Income 2021: $10,3282021Revenue 2022: $27,072Expenses 2022: $12,094Net Income 2022: $14,9782022Revenue 2023: $12,968Expenses 2023: $10,131Net Income 2023: $2,8372023Revenue 2024: $13,571Expenses 2024: $11,614Net Income 2024: $1,9572024Revenue 2025: $22,913Expenses 2025: $3,799Net Income 2025: $19,1142025

Highlighted filing

2021

Revenue$17,016
Expenses$6,688
Net Income$10,328
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$35,620
Mission and Program Overview

Mission

Provide supplies and programs for 800 students

Program Services

DescriptionGrantsExpenses
ALLOWED CHILDREN TO ATTEND SCHOOL WITH SUPPLIES NECESSARY TO SUCCEED--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER TIPTONPresident-$0--
SAMANTHA ANDERSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Florence Elementary Pta
EIN
56-1684344
Phone
3368192120
Address
7605 FLORENCE SCHOOL ROAD, HIGH POINT, NC 27265

Signing Officer

Name
Samantha Anderson
Title
Treasurer
Phone
3368192120
Signed
2021-11-05
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
3011 SPRING GARDEN ST, GREENSBORO, NC 27403
Preparer
Deborah Citty
Phone
3368544141
Supplemental Narrative

Additional Explanations

Part 1 Line 10

“Mini-grants for providing supplies and programs to classroom for 800 students”

Part 1 Line 16

“Administrative expenses and staff support & technology for 800 students”

Part 1 Line 20

“Accounting adjustment for fund balance”

Raw XML Appendix121 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/PersonNm0SAMANTHA ANDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03368192120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07605 FLORENCE SCHOOL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0High Point
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015146
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025394
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0778
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010328
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0349
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015146
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025394
IRS990EZ/FundraisingGrossIncomeAmt034214
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01293
IRS990EZ/GrossReceiptsAmt035620
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0628
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015020
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025268
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015020
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025268
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER TIPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMANTHA ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-80
IRS990EZ/OtherExpensesTotalAmt05046
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPLIES AND PROGRAMS FOR 800 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALLOWED CHILDREN TO ATTEND SCHOOL WITH SUPPLIES NECESSARY TO SUCCEED
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018604
IRS990EZ/SpecialEventsNetIncomeLossAmt015610
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0126
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0126
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06688
IRS990EZ/TotalRevenueAmt017016
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0151372
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0151372
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031214
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058529
IRS990ScheduleA/Total509Grp/TotalAmt0151372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058529
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MINI-GRANTS FOR PROVIDING SUPPLIES AND PROGRAMS TO CLASSROOM FOR 800 STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE EXPENSES AND STAFF SUPPORT & TECHNOLOGY FOR 800 STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTING ADJUSTMENT FOR FUND BALANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03368192120
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0561684344
ReturnHeader/Filer/PhoneNum03368192120
ReturnHeader/Filer/USAddress/AddressLine1Txt07605 FLORENCE SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0HIGH POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203706839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 SPRING GARDEN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027403
ReturnHeader/PreparerPersonGrp/PhoneNum03368544141
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah Citty
ReturnHeader/ReturnTs02021-11-15T23:44:52Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMANTHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,394
Liabilities
$126
Net assets
$25,268
Revenue
$17,016
Expenses
$6,688
Net income
$10,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.23$0.04$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.13$0.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.27$0.12$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.17$0.07$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.34$0.45$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.29$0.17$0.12
2018Summary only. Only limited summary data is available for this year.$0.12$0.00$0.31$0.30$0.01
2017Summary only. Only limited summary data is available for this year.$0.17$0.00$0.30$0.35$0.05
2016Summary only. Only limited summary data is available for this year.$0.22$0.00$0.29$0.30$0.01
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.32$0.29$0.03
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.34$0.35$0.01
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.38$0.33$0.05
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.78$1.00$0.23
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$1.00$1.01$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits