Civic Intelligence

PTA North Carolina Congress Jw York Elementary School PTA

990EZ • Fiscal year 2019 • EIN 56-1701015

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

5201 Brookhaven DriveRaleigh, NC 27612

(919) 847-3419

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.18x

Higher debt load relative to assets than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.11x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$33,278

Up $1,530 (+4.8%) from 2018

Net Assets

Up

$27,433

Up $1,530 (+5.9%) from 2018

Liabilities

Flat

$5,845

Flat from 2018

Revenue

Up

$51,281

Up $8,061 (+19%) from 2018

Expenses

Up

$49,752

Up $8,467 (+21%) from 2018

Net Income

Down

$1,529

Down $406 (-21%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $30,445Liabilities 2012: $02012Assets 2013: $31,132Liabilities 2013: $3,351Net Assets 2013: $27,7812013Assets 2014: $184,576Liabilities 2014: $4,505Net Assets 2014: $180,0712014Assets 2015: $34,030Liabilities 2015: $5,140Net Assets 2015: $28,8902015Assets 2016: $29,879Liabilities 2016: $5,845Net Assets 2016: $24,0342016Assets 2018: $31,748Liabilities 2018: $5,845Net Assets 2018: $25,9032018Assets 2019: $33,278Liabilities 2019: $5,845Net Assets 2019: $27,4332019Assets 2020: $35,601Liabilities 2020: $5,845Net Assets 2020: $26,4912020Assets 2021: $30,491Liabilities 2021: $5,845Net Assets 2021: $22,9192021Assets 2022: $32,823Liabilities 2022: $7,833Net Assets 2022: $24,9902022Assets 2023: $38,293Liabilities 2023: $650Net Assets 2023: $37,6432023

Highlighted filing

2019

Assets$33,278
Liabilities$5,845
Net Assets$27,433

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $44,996Expenses 2012: $41,644Net Income 2012: $3,3522012Revenue 2013: $49,852Expenses 2013: $52,516Net Income 2013: -$2,6642013Revenue 2014: $264,173Expenses 2014: $111,407Net Income 2014: $152,7662014Revenue 2015: $35,862Expenses 2015: $187,043Net Income 2015: -$151,1812015Revenue 2016: $51,407Expenses 2016: $56,263Net Income 2016: -$4,8562016Revenue 2018: $43,220Expenses 2018: $41,285Net Income 2018: $1,9352018Revenue 2019: $51,281Expenses 2019: $49,752Net Income 2019: $1,5292019Revenue 2020: $50,090Expenses 2020: $51,032Net Income 2020: -$9422020Revenue 2021: $28,196Expenses 2021: $35,033Net Income 2021: -$6,8372021Revenue 2022: $45,252Expenses 2022: $44,859Net Income 2022: $3932022Revenue 2023: $53,711Expenses 2023: $44,876Net Income 2023: $8,8352023

Highlighted filing

2019

Revenue$51,281
Expenses$49,752
Net Income$1,529
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$73,181
Mission and Program Overview

Mission

To support and enrich the educational opportunities of the students of j.w. York elementary school by means of parent education, programs for students and support of teachers and administrators.

To support and enrich the educational opportunities of the students of jw york elementary school by means of parent education, programs for students, and support fo teachers and administrators.

Program Services

DescriptionGrantsExpenses
STUDENT CURRICULUM SUPPORT AND ENHANCEMENT THROUGH CLASSROOM TECHNOLOGY, CAPITAL PROJECTS, AND ENRICHMENT ACTIVITIES BENEFITTING ALL STUDENTS-$36,350
CULTURAL ARTS PROGRAMS AND ACTIVITIES BENEFITING ALL STUDENTS AND TEACHERS-$8,137
TEACHER AND PARENT RECOGNITION AND AWARDS-$4,291
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA SMITHPresidentPT$0--
RENEE MOISESecretary-$0--
JENNIFER URBANTreasurerPT$0--
TIFFANY GREGORYVP-Education-$0--
ASHLEY CAMPBELLVP-Social-$0--
AYONNA BYNUMMembership Chair-$0--
JULIE WHITLOCKVP-Communications-$0--
BLAIR GOADRoom Parent Chair-$0--
BLAIR JERNIGANVP-Fundraising-$0--
CASEY PARVENFundraising Cochair-$0--
HOLLY CARROLLAudit Committee Chai-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1701015
Phone
9198473419
Address
5201 BROOKHAVEN DRIVE, RALEIGH, NC 27612

Signing Officer

Name
Jennifer Urban
Title
Treasurer
Phone
9198473419
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
805 SPRING FOREST RD, RALEIGH, NC 27609
Preparer
Cathy Moore
Phone
9198781832
Supplemental Narrative

Additional Explanations

Part I, Line 16

Administrative expense: 2946, cirriculum enhancement: 36350, hospitality and recognition: 4291, program contribution expenses: 1581, special purpose fund expenses: 3621, student activities: 963

Part I Line 20

ROUNDING ADJUSTMENT: 1

Part II Line 26

Restricted fund (media center allocated): 4095, other liabilities: 1750

Raw XML Appendix181 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSE: 2946, CIRRICULUM ENHANCEMENT: 36350, HOSPITALITY AND RECOGNITION: 4291, PROGRAM CONTRIBUTION EXPENSES: 1581, SPECIAL PURPOSE FUND EXPENSES: 3621, STUDENT ACTIVITIES: 963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROUNDING ADJUSTMENT: 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RESTRICTED FUND (MEDIA CENTER ALLOCATED): 4095, OTHER LIABILITIES: 1750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II LINE 26
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ReturnHeader/ReturnTs02019-11-12T17:28:40Z
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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