Civic Intelligence

PTA North Carolina Congress

EIN 56-1684435 • 501(c)3 • Raleigh, NC

Profile

Education enhancement through activities related to learning at aldert root elementary school.

3202 Northampton StRaleigh, NC 27609-6926

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

63rd percentile

9.9%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

-2.8%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$121,678

Up $17,183 (+16%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$121,678

Up $17,183 (+16%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$130,844

Down $3,816 (-2.8%) from 2024

Expenses

Up

$117,907

Up $10,322 (+9.6%) from 2024

Net Income

Down

$12,937

Down $14,138 (-52%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $50,080Liabilities 2012: $02012Assets 2013: $88,976Liabilities 2013: $02013Assets 2014: $85,677Liabilities 2014: $02014Assets 2015: $99,072Liabilities 2015: $02015Assets 2016: $128,027Liabilities 2016: $02016Assets 2017: $141,750Liabilities 2017: $02017Assets 2018: $76,795Liabilities 2018: $02018Assets 2019: $95,279Liabilities 2019: $0Net Assets 2019: $95,2792019Assets 2020: $36,531Liabilities 2020: $0Net Assets 2020: $36,5312020Assets 2021: $83,341Liabilities 2021: $0Net Assets 2021: $83,3412021Assets 2022: $87,698Net Assets 2022: $87,6982022Assets 2023: $79,796Net Assets 2023: $79,7962023Assets 2024: $104,495Net Assets 2024: $104,4952024Assets 2025: $121,678Net Assets 2025: $121,6782025

Highlighted filing

2025

Assets$121,678
Liabilities-
Net Assets$121,678
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2012: $57,277Expenses 2012: $76,826Net Income 2012: -$19,5492012Revenue 2013: $92,618Expenses 2013: $53,657Net Income 2013: $38,9612013Revenue 2014: $52,498Expenses 2014: $55,829Net Income 2014: -$3,3312014Revenue 2015: $65,628Expenses 2015: $53,118Net Income 2015: $12,5102015Revenue 2016: $108,683Expenses 2016: $82,862Net Income 2016: $25,8212016Revenue 2017: $110,824Expenses 2017: $97,101Net Income 2017: $13,7232017Revenue 2018: $133,013Expenses 2018: $146,349Net Income 2018: -$13,3362018Revenue 2019: $133,476Expenses 2019: $115,552Net Income 2019: $17,9242019Revenue 2020: $98,124Expenses 2020: $151,550Net Income 2020: -$53,4262020Revenue 2021: $95,383Expenses 2021: $52,091Net Income 2021: $43,2922021Revenue 2022: $128,428Expenses 2022: $127,210Net Income 2022: $1,2182022Revenue 2023: $127,597Expenses 2023: $138,834Net Income 2023: -$11,2372023Revenue 2024: $134,660Expenses 2024: $107,585Net Income 2024: $27,0752024Revenue 2025: $130,844Expenses 2025: $117,907Net Income 2025: $12,9372025

Highlighted filing

2025

Revenue$130,844
Expenses$117,907
Net Income$12,937
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,678
Liabilities
-
Net assets
$121,678
Revenue
$130,844
Expenses
$117,907
Net income
$12,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.22$1.22$1.31$1.18$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.35$1.08$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.28$1.39$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.28$1.27$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.95$0.52$0.43
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.98$1.52$0.53
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.33$1.16$0.18
2018Summary only. Only limited summary data is available for this year.$0.77$0.00$1.33$1.46$0.13
2017Summary only. Only limited summary data is available for this year.$1.42$0.00$1.11$0.97$0.14
2016Summary only. Only limited summary data is available for this year.$1.28$0.00$1.09$0.83$0.26
2015Summary only. Only limited summary data is available for this year.$0.99$0.00$0.66$0.53$0.13
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.52$0.56$0.03
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.93$0.54$0.39
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.57$0.77$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$161,610
Mission and Program Overview

Mission

Education enhancement through activities related to learning at aldert root elementary school.

Program Services

DescriptionGrantsExpenses
EDUCATION ENHANCEMENT THROUGH ACTIVITIES RELATED TO LEARNING AT ALDERT ROOT ELEMENTARY SCHOOL.$3,872$117,907
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA NEWCOMBCo President-$0--
TAYLOR WEBBCo President-$0--
ANNE ENBERGCo Vice Pres-$0--
AMY CLARKECo Vice Chai-$0--
LAUREN BEANTreasurer-$0--
MARJORIE SASSERTreasurer-$0--
SARAH BETH THOMPSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rootin Tootin$78,073-$12,587-
Run With Rooty$36,544-$3,339-
Total Events$114,617-$18,179$-18,179
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1684435
Phone
9198114940
Address
3202 NORTHAMPTON ST, RALEIGH, NC 27609-6926

Signing Officer

Name
Marjorie Sasser
Title
Treasurer
Phone
9198114940
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
JASON B CREEL CPA'S
Address
1109 GLENDALE DR, RALEIGH, NC 27612-4709
Preparer
Jason B Creel CPA
Phone
2524682501
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses school event support 27,109 teacher accounts 7,415 teacher hospitality/appre 11,344 administrative 3,984 yearbook 10,743 principal discretionary 500 pta discretionary 35,615 classroom curriculum 7,620 teacher & staff support 6,116 grade level funding 3,589 total 114,035”

Form 990-ez, Part I, Line 20

“Change in residual book fair balance 4,246”

Form 990-ez, Part II, Line 24

“0 669 TOTAL 0 669”

Form 990-ez, Part III

“Education enhancement through activities related to learning at aldert root elementary school.”

Raw XML Appendix165 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/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0276096926
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0146735
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IRS990EZ/ExcessOrDeficitForYearAmt012937
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121678
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03872
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0858
IRS990EZ/GrossReceiptsAmt0161610
IRS990EZ/GrossSalesOfInventoryAmt013445
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01430
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104495
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0121678
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA NEWCOMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAYLOR WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE ENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN BEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARJORIE SASSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH BETH THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO VICE CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0669
IRS990EZ/OtherChangesInNetAssetsAmt04246
IRS990EZ/OtherExpensesTotalAmt0114035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENHANCEMENT THROUGH ACTIVITIES RELATED TO LEARNING AT ALDERT ROOT ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION ENHANCEMENT THROUGH ACTIVITIES RELATED TO LEARNING AT ALDERT ROOT ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03872
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0117907
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018179
IRS990EZ/SpecialEventsNetIncomeLossAmt0-18179
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117907
IRS990EZ/TotalProgramServiceExpensesAmt0117907
IRS990EZ/TotalRevenueAmt0130844
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://ROOTPTA.WEEBLY.COM/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0146735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023451
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0223402
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014875
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014875
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93760
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0223402
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0146735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023451
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0223402
IRS990ScheduleA/TotalSupportAmt0238277
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0114617
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt078073
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt036544
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018179
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROOTIN TOOTIN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RUN WITH ROOTY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02253
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02253
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0114617
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-18179
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015926
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012587
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOOL EVENT SUPPORT 27,109 TEACHER ACCOUNTS 7,415 TEACHER HOSPITALITY/APPRE 11,344 ADMINISTRATIVE 3,984 YEARBOOK 10,743 PRINCIPAL DISCRETIONARY 500 PTA DISCRETIONARY 35,615 CLASSROOM CURRICULUM 7,620 TEACHER & STAFF SUPPORT 6,116 GRADE LEVEL FUNDING 3,589 TOTAL 114,035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN RESIDUAL BOOK FAIR BALANCE 4,246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20 669 TOTAL 0 669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATION ENHANCEMENT THROUGH ACTIVITIES RELATED TO LEARNING AT ALDERT ROOT ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198114940
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561684435
ReturnHeader/Filer/PhoneNum09198114940
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ReturnHeader/PreparerPersonGrp/PhoneNum02524682501
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON B CREEL CPA
ReturnHeader/ReturnTs02025-11-10T15:47:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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