Civic Intelligence

PTA North Carolina Congress DBA Huntersville Elementary PTA

990EZ • Fiscal year 2021 • EIN 56-1684370

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 06, 2021

200 Gilead RdHuntersville, NC 28078

(704) 301-2359

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

73rd percentile

28%

Higher net margin than 73% of similar nonprofits.

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

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.

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

Asset Growth

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

17th percentile

-50%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Up

$56,896

Up $13,198 (+30%) from 2020

Net Assets

Up

$56,896

Up $13,198 (+30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$47,101

Down $46,518 (-50%) from 2020

Expenses

Down

$33,903

Down $37,268 (-52%) from 2020

Net Income

Down

$13,198

Down $9,250 (-41%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $12,518Liabilities 2011: $02011Assets 2012: $24,421Liabilities 2012: $02012Assets 2013: $10,102Liabilities 2013: $02013Assets 2014: $18,916Liabilities 2014: $02014Assets 2015: $11,833Liabilities 2015: $02015Assets 2016: $16,907Liabilities 2016: $02016Assets 2017: $3,887Liabilities 2017: $02017Assets 2018: $56,346Liabilities 2018: $02018Assets 2020: $43,698Liabilities 2020: $0Net Assets 2020: $43,6982020Assets 2021: $56,896Liabilities 2021: $0Net Assets 2021: $56,8962021Assets 2022: $67,424Liabilities 2022: $02022Assets 2023: $110,204Liabilities 2023: $0Net Assets 2023: $110,2042023Assets 2024: $131,875Liabilities 2024: $02024Assets 2025: $130,313Liabilities 2025: $0Net Assets 2025: $130,3132025

Highlighted filing

2021

Assets$56,896
Liabilities$0
Net Assets$56,896

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $50,025Expenses 2011: $55,280Net Income 2011: -$5,2552011Revenue 2012: $60,438Expenses 2012: $48,534Net Income 2012: $11,9042012Revenue 2013: $83,993Expenses 2013: $98,312Net Income 2013: -$14,3192013Revenue 2014: $82,416Expenses 2014: $73,602Net Income 2014: $8,8142014Revenue 2015: $65,036Expenses 2015: $74,743Net Income 2015: -$9,7072015Revenue 2016: $77,590Expenses 2016: $72,515Net Income 2016: $5,0752016Revenue 2017: $99,719Expenses 2017: $77,752Net Income 2017: $21,9672017Revenue 2018: $80,519Expenses 2018: $63,996Net Income 2018: $16,5232018Revenue 2020: $93,619Expenses 2020: $71,171Net Income 2020: $22,4482020Revenue 2021: $47,101Expenses 2021: $33,903Net Income 2021: $13,1982021Revenue 2022: $101,739Expenses 2022: $91,211Net Income 2022: $10,5282022Revenue 2023: $159,768Expenses 2023: $118,207Net Income 2023: $41,5612023Revenue 2024: $82,673Expenses 2024: $60,648Net Income 2024: $22,0252024Revenue 2025: $128,324Expenses 2025: $129,886Net Income 2025: -$1,5622025

Highlighted filing

2021

Revenue$47,101
Expenses$33,903
Net Income$13,198
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 6, 2021
Return Version
2020v4.0
Mission and Program Overview

Mission

SUPPORT PTA MISSION

Program Services

DescriptionGrantsExpenses
0-$20,347
0-$5,543
0-$4,600
0-$1,550
0-$1,133
0-$730
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY REVELSPresident-$0--
JILL HOLTHAUSTreasurer-$0--
LISA PRICESecretary-$0--
LAURA MAHONEYVP Communications-$0--
DANA SCHULTZVP Fundraisint-$0--
AIMEE VAUGHANVP School Support-$0--
ALYSSA SCHUCHARDVP Advocacy-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$66,115$66,115$37,287$28,828
Event 2$0$0$0$0
Total Events$68,624$68,624$37,812$30,812
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress Dba Huntersville Elementary Pta
EIN
56-1684370
Address
200 GILEAD RD, HUNTERSVILLE, NC 28078

Signing Officer

Name
Jill Holthaus
Title
Treasurer
Signed
2021-09-06
Supplemental Narrative

Additional Explanations

Schedule O:

Part i line 8 other revenue includes nc state tax refund spirit rock donations and yearbook income part i line 16 other expenses expenses are for the promotion of the pta mission and to help fulfill the elementary and secondary act - every child succeeds act expenses include communication expenses eductation enrichment expenses staff and facility appreciation expenses student recognition expenses family involvement expenses and administrative expenses part iii line 31a other program services includes expenses related to monthly newsletter and mass email communication student recognition programs and administrative expenses

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART I LINE 8 OTHER REVENUE INCLUDES NC STATE TAX REFUND SPIRIT ROCK DONATIONS AND YEARBOOK INCOME PART I LINE 16 OTHER EXPENSES EXPENSES ARE FOR THE PROMOTION OF THE PTA MISSION AND TO HELP FULFILL THE ELEMENTARY AND SECONDARY ACT - EVERY CHILD SUCCEEDS ACT EXPENSES INCLUDE COMMUNICATION EXPENSES EDUCTATION ENRICHMENT EXPENSES STAFF AND FACILITY APPRECIATION EXPENSES STUDENT RECOGNITION EXPENSES FAMILY INVOLVEMENT EXPENSES AND ADMINISTRATIVE EXPENSES PART III LINE 31A OTHER PROGRAM SERVICES INCLUDES EXPENSES RELATED TO MONTHLY NEWSLETTER AND MASS EMAIL COMMUNICATION STUDENT RECOGNITION PROGRAMS AND ADMINISTRATIVE EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jill Holthaus
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS DBA HUNTERSVILLE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561684370
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 GILEAD RD
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/ReturnTs02021-09-06T21:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.28$1.30$0.02
2024Summary only. Only limited summary data is available for this year.$1.32$0.00$0.83$0.61$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$1.60$1.18$0.42
2022Summary only. Only limited summary data is available for this year.$0.67$0.00$1.02$0.91$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.47$0.34$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.94$0.71$0.22
2018Summary only. Only limited summary data is available for this year.$0.56$0.00$0.81$0.64$0.17
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$1.00$0.78$0.22
2016Summary only. Only limited summary data is available for this year.$0.17$0.00$0.78$0.73$0.05
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.65$0.75$0.10
2014Summary only. Only limited summary data is available for this year.$0.19$0.00$0.82$0.74$0.09
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.84$0.98$0.14
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.60$0.49$0.12
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.50$0.55$0.05