Civic Intelligence

PTA Nc Congress Elizabeth Traditional School

990EZ • Fiscal year 2020 • EIN 56-1684359

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 28, 2020

Organization ProfileN/A
1601 Park DriveCharlotte, NC 28204

(980) 343-5475

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.01x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

30th percentile

-8.3%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

18th percentile

-22%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-33%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$15,918

Down $4,554 (-22%) from 2019

Net Assets

$15,636

No earlier filing loaded for comparison.

Liabilities

Flat

$282

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin30th percentile

Revenue

Down

$54,841

Down $26,900 (-33%) from 2019

Expenses

Down

$59,395

Down $21,254 (-26%) from 2019

Net Income

Down

-$4,554

Down $5,646 (-517%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$40K$30K$20K$10K$0Assets 2012: $32,147Liabilities 2012: $6722012Assets 2013: $32,805Liabilities 2013: $6722013Assets 2014: $35,692Liabilities 2014: $0Net Assets 2014: $35,6922014Assets 2015: $28,843Liabilities 2015: $1,469Net Assets 2015: $27,3742015Assets 2016: $32,568Liabilities 2016: $565Net Assets 2016: $32,0032016Assets 2017: $37,381Liabilities 2017: $438Net Assets 2017: $36,9432017Assets 2018: $19,480Liabilities 2018: $382Net Assets 2018: $19,0982018Assets 2019: $20,472Liabilities 2019: $2822019Assets 2020: $15,918Liabilities 2020: $282Net Assets 2020: $15,6362020Assets 2021: $2,892Liabilities 2021: $282Net Assets 2021: $2,6102021Assets 2022: $5,678Liabilities 2022: $282Net Assets 2022: $5,3962022Assets 2023: $3,608Net Assets 2023: $3,6082023Assets 2024: $6,639Liabilities 2024: $02024Assets 2025: $14,103Net Assets 2025: $14,1032025

Highlighted filing

2020

Assets$15,918
Liabilities$282
Net Assets$15,636
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $88,698Expenses 2012: $77,840Net Income 2012: $10,8582012Revenue 2013: $76,754Expenses 2013: $76,096Net Income 2013: $6582013Revenue 2014: $84,723Expenses 2014: $81,164Net Income 2014: $3,5592014Revenue 2015: $91,904Expenses 2015: $100,222Net Income 2015: -$8,3182015Revenue 2016: $110,441Expenses 2016: $105,812Net Income 2016: $4,6292016Revenue 2017: $62,708Expenses 2017: $57,768Net Income 2017: $4,9402017Revenue 2018: $81,809Expenses 2018: $99,654Net Income 2018: -$17,8452018Revenue 2019: $81,741Expenses 2019: $80,649Net Income 2019: $1,0922019Revenue 2020: $54,841Expenses 2020: $59,395Net Income 2020: -$4,5542020Revenue 2021: $1,633Expenses 2021: $14,659Net Income 2021: -$13,0262021Revenue 2022: $35,029Expenses 2022: $32,113Net Income 2022: $2,9162022Revenue 2023: $40,809Expenses 2023: $42,842Net Income 2023: -$2,0332023Revenue 2024: $46,036Expenses 2024: $43,001Net Income 2024: $3,0352024Revenue 2025: $37,464Expenses 2025: $30,000Net Income 2025: $7,4642025

Highlighted filing

2020

Revenue$54,841
Expenses$59,395
Net Income-$4,554
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 28, 2020
Return Version
2019v5.0
Gross Receipts
$54,841
Mission and Program Overview

Mission

To promote and enhance education

Program Services

DescriptionGrantsExpenses
TO EXTEND AND ENRICH THE EDUCATIONAL OPPORTUNITIES OF OUR STUDENTS, TO PROMOTE OPEN COMMUNICATION BETWEEN STUDENTS, ADMINISTRATION, PARENTS AND STAFF AND TO RAISE FUNDS FOR SUCH PURPOSE.-$11,325
STUDENT PROGRAMS SUCH AS FIELD TRIPS, BOOK FAIRS, DANCES, SCHOOL SPIRIT WEAR AND BOWLING.-$7,609
STAFF AND VOLUNTEER APPRECIATION-$5,579
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN WITMERPta PresidenPT$0--
TAMARA BLACKETTPta TreasurePT$0--
NICOLE MEACHAMPta SecretarPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Nc Congress Elizabeth
EIN
56-1684359
Phone
9803435475
Address
1601 PARK DRIVE, CHARLOTTE, NC 28204

Signing Officer

Name
Tamara Blackett
Title
Pta Treasurer
Phone
9803435475
Signed
2020-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Tyson Childress Pllc
Address
PO BOX 506, LOCUST, NC 28097
Preparer
Christian S Childress
Phone
7048881272
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses staff appreciation 5,579 educational enrichment 6,937 educational materials 4,388 fundraising 9,736 pta administration 3,765 long term projects 16,118 student activities 7,609 student fees 4,850 school tours/open house 413 total 59,395”

Form 990-ez, Part II, Line 24

“Accounts receivable 39 39 other assets 130 130 total 169 169”

Form 990-ez, Part II, Line 26

“Due to lowes grant project 282 282”

Raw XML Appendix145 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/PersonNm0TAMARA BLACKETT
IRS990EZ/BooksInCareOfDetail/PhoneNum07048077639
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07428 PONDERS END LANE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt07428 PONDERS END LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020303
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015749
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033264
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4554
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020472
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015918
IRS990EZ/GrossReceiptsAmt054841
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020190
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020190
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN WITMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMARA BLACKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE MEACHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA PRESIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PTA TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PTA SECRETAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0169
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0169
IRS990EZ/OtherExpensesTotalAmt059395
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND ENHANCE EDUCATION
IRS990EZ/ProgramServiceRevenueAmt021577
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EXTEND AND ENRICH THE EDUCATIONAL OPPORTUNITIES OF OUR STUDENTS, TO PROMOTE OPEN COMMUNICATION BETWEEN STUDENTS, ADMINISTRATION, PARENTS AND STAFF AND TO RAISE FUNDS FOR SUCH PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT PROGRAMS SUCH AS FIELD TRIPS, BOOK FAIRS, DANCES, SCHOOL SPIRIT WEAR AND BOWLING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF AND VOLUNTEER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011325
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17609
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25579
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0282
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0282
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059395
IRS990EZ/TotalProgramServiceExpensesAmt024513
IRS990EZ/TotalRevenueAmt054841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt03,937
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0204552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056879
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0183045
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03937
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03937
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98990
IRS990ScheduleA/PublicSupportTotal509Amt0387597
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106500
IRS990ScheduleA/Total509Grp/TotalAmt0387597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110437
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0391534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STAFF APPRECIATION 5,579 EDUCATIONAL ENRICHMENT 6,937 EDUCATIONAL MATERIALS 4,388 FUNDRAISING 9,736 PTA ADMINISTRATION 3,765 LONG TERM PROJECTS 16,118 STUDENT ACTIVITIES 7,609 STUDENT FEES 4,850 SCHOOL TOURS/OPEN HOUSE 413 TOTAL 59,395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 39 39 OTHER ASSETS 130 130 TOTAL 169 169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO LOWES GRANT PROJECT 282 282
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA BLACKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435475
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC CONGRESS ELIZABETH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRADITIONAL ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561684359
ReturnHeader/Filer/PhoneNum09803435475
ReturnHeader/Filer/USAddress/AddressLine1Txt01601 PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820886446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TYSON CHILDRESS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 506
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOCUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028097
ReturnHeader/PreparerPersonGrp/PhoneNum07048881272
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN S CHILDRESS
ReturnHeader/ReturnTs02021-04-30T08:34:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,918
Liabilities
$282
Net assets
$15,636
Revenue
$54,841
Expenses
$59,395
Net income
-$4,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.37$0.30$0.07
2024Summary only. Only limited summary data is available for this year.$0.07$0.00$0.46$0.43$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.41$0.43$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.05$0.35$0.32$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.02$0.15$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.55$0.59$0.05
2019Summary only. Only limited summary data is available for this year.$0.20$0.00$0.82$0.81$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.82$1.00$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.63$0.58$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.32$1.10$1.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.27$0.92$1.00$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.85$0.81$0.04
2013Summary only. Only limited summary data is available for this year.$0.33$0.01$0.77$0.76$0.01
2012Summary only. Only limited summary data is available for this year.$0.32$0.01$0.89$0.78$0.11