Civic Intelligence

South Mecklenburg High School Ptsa

EIN 56-1684507 • 501(c)3 • Charlotte, NC

Profile

StudentFacultyStaff Advocacy

8900 Park RoadCharlotte, NC 28210

www.southmeckhsptsa.com

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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

38th percentile

-3.7%

Higher net margin than 38% of similar nonprofits.

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

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 2025

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$21,694

Down $2,679 (-11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$21,694

Down $2,679 (-11%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin38th percentile

Revenue

Up

$72,769

Up $7,857 (+12%) from 2024

Expenses

Down

$75,448

Down $1,069 (-1.4%) from 2024

Net Income

Up

-$2,679

Up $8,926 (+77%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$60K$40K$20K$0Assets 2012: $24,017Liabilities 2012: $02012Assets 2013: $35,869Liabilities 2013: $02013Assets 2014: $24,766Liabilities 2014: $02014Assets 2015: $26,851Liabilities 2015: $02015Assets 2016: $33,230Liabilities 2016: $02016Assets 2017: $32,755Liabilities 2017: $02017Assets 2018: $35,353Liabilities 2018: $02018Assets 2021: $43,647Net Assets 2021: $43,6472021Assets 2022: $36,568Liabilities 2022: $0Net Assets 2022: $36,5682022Assets 2023: $35,563Liabilities 2023: $0Net Assets 2023: $35,5632023Assets 2024: $24,373Liabilities 2024: $0Net Assets 2024: $24,3732024Assets 2025: $21,694Liabilities 2025: $0Net Assets 2025: $21,6942025

Highlighted filing

2025

Assets$21,694
Liabilities$0
Net Assets$21,694
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2012: $86,298Expenses 2012: $83,472Net Income 2012: $2,8262012Revenue 2013: $95,395Expenses 2013: $84,043Net Income 2013: $11,3522013Revenue 2014: $55,041Expenses 2014: $66,144Net Income 2014: -$11,1032014Revenue 2015: $62,207Expenses 2015: $60,122Net Income 2015: $2,0852015Revenue 2016: $64,407Expenses 2016: $58,028Net Income 2016: $6,3792016Revenue 2017: $54,560Expenses 2017: $55,035Net Income 2017: -$4752017Revenue 2018: $59,689Expenses 2018: $57,091Net Income 2018: $2,5982018Revenue 2021: $71,476Expenses 2021: $41,140Net Income 2021: $30,3362021Revenue 2022: $60,984Expenses 2022: $68,063Net Income 2022: -$7,0792022Revenue 2023: $70,674Expenses 2023: $71,679Net Income 2023: -$1,0052023Revenue 2024: $64,912Expenses 2024: $76,517Net Income 2024: -$11,6052024Revenue 2025: $72,769Expenses 2025: $75,448Net Income 2025: -$2,6792025

Highlighted filing

2025

Revenue$72,769
Expenses$75,448
Net Income-$2,679
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$21,694
Liabilities
$0
Net assets
$21,694
Revenue
$72,769
Expenses
$75,448
Net income
-$2,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$72.8$75.4$2.68
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$0.00$24.4$64.9$76.5$11.6
2023Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$70.7$71.7$1.01
2022Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$61.0$68.1$7.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.6$43.6$71.5$41.1$30.3
2018Summary only. Only limited summary data is available for this year.$35.4$0.00$59.7$57.1$2.60
2017Summary only. Only limited summary data is available for this year.$32.8$0.00$54.6$55.0$0.48
2016Summary only. Only limited summary data is available for this year.$33.2$0.00$64.4$58.0$6.38
2015Summary only. Only limited summary data is available for this year.$26.9$0.00$62.2$60.1$2.09
2014Summary only. Only limited summary data is available for this year.$24.8$0.00$55.0$66.1$11.1
2013Summary only. Only limited summary data is available for this year.$35.9$0.00$95.4$84.0$11.4
2012Summary only. Only limited summary data is available for this year.$24.0$0.00$86.3$83.5$2.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$72,769
Mission and Program Overview

Mission

Student/faculty/staff advocacy

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS-$29,145
STAFF APPRECIATION MEALS, TREATS THROUGHOUT THE YEAR TO THANK THEM-$17,678
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren ReddickPresidentPT$0--
Sabine MacnamaCommunications-$0--
Tara BrittainTreasurerPT$0--
Karen FosterSecretary-$0--
Allyson AndersonVP FundraisingPT$0--
Filing and Contact Details

Filer

Filer Name
South Mecklenburg High School PTSA
EIN
56-1684507
In Care Of
% Tara Brittain
Phone
9803433600
Address
8900 Park Road, Charlotte, NC 28210

Signing Officer

Name
Tara Brittain
Title
Treasurer
Phone
9803433600
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
TMP Tax Services
Address
14535 Sapphire Lane, Pineville, NC 28134
Preparer
Theresa Pearlman
Phone
7042874849
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSales Tax refund 418HOCO 13,712Scholarship 1,000Other 123World Language 146Best Buddies 1,506Sweep Account 500”

List of grants and similar amounts paid Part I line 10

“Activity Scholarship Amount 3,000”

Description of other expenses Part I line 16

“Description AmountArt Show 480Back to School 9,250Presidential Service Award 28School Improvements 29,145Senior Class Activities 7,760Best Buddies 1,636Student Wellness 63Teacher/Staff Appreciation 17,678Benevolence 500World Language 133Special Events 4,606”

Raw XML Appendix171 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/PersonNm0Tara Brittain
IRS990EZ/BooksInCareOfDetail/PhoneNum09803433600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08900 Park Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024373
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021694
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055052
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2679
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01169
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024373
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021694
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0246
IRS990EZ/GrossReceiptsAmt072769
IRS990EZ/GrossSalesOfInventoryAmt0246
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt066
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024373
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021694
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024373
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021694
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lauren Reddick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sabine Macnama
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tara Brittain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Allyson Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt071279
IRS990EZ/OtherRevenueTotalAmt017405
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student/Faculty/Staff Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STAFF APPRECIATION MEALS, TREATS THROUGHOUT THE YEAR TO THANK THEM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017678
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129145
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075448
IRS990EZ/TotalProgramServiceExpensesAmt046823
IRS990EZ/TotalRevenueAmt072769
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.southmeckhsptsa.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0280765
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt017405
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt017437
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt012584
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04606
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02946
IRS990ScheduleA/OtherIncome509Grp/TotalAmt054978
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83620
IRS990ScheduleA/PublicSupportPY509Pct00.87640
IRS990ScheduleA/PublicSupportTotal509Amt0280765
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055051
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068224
IRS990ScheduleA/Total509Grp/TotalAmt0280765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071170
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0335743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSales Tax refund 418HOCO 13,712Scholarship 1,000Other 123World Language 146Best Buddies 1,506Sweep Account 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarship Amount 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountArt Show 480Back to School 9,250Presidential Service Award 28School Improvements 29,145Senior Class Activities 7,760Best Buddies 1,636Student Wellness 63Teacher/Staff Appreciation 17,678Benevolence 500World Language 133Special Events 4,606
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA BRITTAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09803433600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0South Mecklenburg High School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0561684507
ReturnHeader/Filer/InCareOfNm0% Tara Brittain
ReturnHeader/Filer/PhoneNum09803433600
ReturnHeader/Filer/USAddress/AddressLine1Txt08900 Park Road
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873134602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMP Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014535 Sapphire Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pineville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028134
ReturnHeader/PreparerPersonGrp/PhoneNum07042874849
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA PEARLMAN
ReturnHeader/ReturnTs02025-09-01T18:43:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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