Civic Intelligence

PTA North Carolina Congress Cotswold School

EIN 56-1684471 • 501(c)3 • Charlotte, NC

Profile

Childrens education and advocacy by

300 Greenwich RoadCharlotte, NC 28211-2318

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

33rd percentile

-7.9%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-30%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-7.7%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$35,666

Down $15,596 (-30%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$35,666

Down $15,596 (-30%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin33rd percentile

Revenue

Down

$198,285

Down $16,467 (-7.7%) from 2017

Expenses

Down

$213,881

Down $6,504 (-3.0%) from 2017

Net Income

Down

-$15,596

Down $9,963 (-177%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$80K$60K$40K$20K$0Assets 2011: $9,112Net Assets 2011: $9,1122011Assets 2012: $57,646Net Assets 2012: $57,6462012Assets 2013: $15,818Liabilities 2013: $0Net Assets 2013: $15,8182013Assets 2014: $74,745Liabilities 2014: $0Net Assets 2014: $74,7452014Assets 2015: $48,509Liabilities 2015: $0Net Assets 2015: $48,5092015Assets 2016: $59,999Liabilities 2016: $0Net Assets 2016: $59,9992016Assets 2017: $51,262Liabilities 2017: $0Net Assets 2017: $51,2622017Assets 2018: $35,666Liabilities 2018: $0Net Assets 2018: $35,6662018

Highlighted filing

2018

Assets$35,666
Liabilities$0
Net Assets$35,666
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $84,570Expenses 2011: $88,950Net Income 2011: -$4,3802011Revenue 2012: $106,832Expenses 2012: $107,343Net Income 2012: -$5112012Expenses 2013: $247,3682013Revenue 2014: $242,364Expenses 2014: $183,324Net Income 2014: $59,0402014Revenue 2015: $225,519Expenses 2015: $251,755Net Income 2015: -$26,2362015Revenue 2016: $246,295Expenses 2016: $226,422Net Income 2016: $19,8732016Revenue 2017: $214,752Expenses 2017: $220,385Net Income 2017: -$5,6332017Revenue 2018: $198,285Expenses 2018: $213,881Net Income 2018: -$15,5962018

Highlighted filing

2018

Revenue$198,285
Expenses$213,881
Net Income-$15,596
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$35,666
Liabilities
$0
Net assets
$35,666
Revenue
$198,285
Expenses
$213,881
Net income
-$15,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$1.98$2.14$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$2.15$2.20$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$2.46$2.26$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$2.26$2.52$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$2.42$1.83$0.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$2.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$1.07$1.07$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.85$0.89$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 3, 2019
Return Version
2017v2.2
Gross Receipts
$198,285
Mission and Program Overview

Mission

Childrens education and advocacy by

Childrens education and advocacy by promoting the public school education of students and enhancing the abilities of teachers through increased

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,262$35,666▼ $15,596
Total Assets$51,262$35,666▼ $15,596
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$51,262$35,666▼ $15,596
Total Net Assets Fund Balance$51,262$35,666▼ $15,596
Total Liabilities and Net Assets / Fund Balance$51,262$35,666▼ $15,596
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Ali HocePresident
Jody ParaVice President
Linda KrohaTreasurer
Amanda PriceVP Admin Support
Tina PurdyVP Enrichment
Elizabeht HouseVP Events
Alison DawsonVP Fundraising
Allison TennentVP Marketing/Comm
Revenue and Support

Revenue Composition

Contributions and Grants
$198,285
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$95,988
Change in Net Assets
$-15,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,881
Total Fundraising Expense$125,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$25,861$0$125,706$151,567
Other Expenses$0$1,565$0$1,565
Insurance$0$475$0$475
Fees for Services Accounting$0$450$0$450
Office Expenses$0$198$0$198
Total Functional Expenses$84,026$4,149$125,706$213,881
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$64,920$64,920$30,914$34,006
Total Events$100,886$100,886$66,628$34,258
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress Cotswold School
EIN
56-1684471
Phone
9803436720
Address
300 Greenwich Road, Charlotte, NC 28211-2318

Signing Officer

Name
Linda L Kroha
Title
Treasurer
Phone
9803436720
Signed
2019-01-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Kroha
Formed
1985
Legal Domicile
Nc
Voting Board Members
300
Independent Board Members
0
Employees
0
Volunteers
125

Preparer

Firm
Samuel J Gardner III CPA
Address
4417 Barwick Road, Charlotte, NC 28211
Preparer
Samuel J Gardner Iii
Phone
7046510286
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

“Each committee operated within the scope of the organization's activities.”

Pt VI, Line 4

“The organization has not made any changes to its governing documents in the last fiscal year.”

Pt VI, Line 11B

“The document was given to the Treasurer.”

Form 990, Part IX, Line 24E

“Special Gifts and Scholarships 12189. 12189. 0. 0.”

Form 990, Part IX, Line 24E

“Staff appreciation/hospitality 8575. 8575. 0. 0.”

Form 990, Part IX, Line 24E

“Event Fundraising 61091. 0. 0. 61091.”

Form 990, Part IX, Line 24E

“Fifth Grade Camp & Graduation 5097. 5097. 0. 0.”

Form 990, Part IX, Line 24E

“Special Events/School Spirit 64615. 0. 0. 64615.”

Raw XML Appendix358 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Admin Support
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Enrichment
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Events
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Marketing/Comm
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01985
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
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IRS990/GrantsToOrganizationsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff appreciation/hospitality 8575. 8575. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Event Fundraising 61091. 0. 0. 61091.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fifth Grade Camp & Graduation 5097. 5097. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Special Events/School Spirit 64615. 0. 0. 64615.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt051262
IRS990/TotalAssetsEOYAmt035666
IRS990/TotalAssetsGrp/BOYAmt051262
IRS990/TotalAssetsGrp/EOYAmt035666
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0198285
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0125706
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04149
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084026
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213881
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051262
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt035666
IRS990/TotalProgramServiceExpensesAmt084026
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0198285
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051262
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035666
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt051262
IRS990/UnrestrictedNetAssetsGrp/EOYAmt035666
IRS990/USAddress/AddressLine1Txt0300 Chiswick Rd
IRS990/USAddress/CityNm0Charlotte
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028211
IRS990/VotingMembersGoverningBodyCnt0300
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA L KROHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803436720
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA North Carolina Congress Cotswold School
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561684471
ReturnHeader/Filer/PhoneNum09803436720
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Greenwich Road
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282112318
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC0EE53C9E74AA93C64BBC0A0484D079EA806AAD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC0EE53C9E74AA93C64BBC0A0484D079EA806AAD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.193.120.39
ReturnHeader/FilingSecurityInformation/IPDt02019-02-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:22:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Samuel J Gardner III CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04417 Barwick Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum07046510286
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL J GARDNER III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-13T09:22:53-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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