Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 56-1745012

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 24, 2015

6510 Market StreetWilmington, NC 28405

(910) 200-4880

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$5,046

Up $1,512 (+43%) from 2014

Net Assets

Up

$5,046

Up $1,512 (+43%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$25,453

Down $6,143 (-19%) from 2014

Expenses

Down

$23,941

Down $9,073 (-27%) from 2014

Net Income

Up

$1,512

Up $2,930 (+207%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $7,759Liabilities 2012: $0Net Assets 2012: $7,7592012Assets 2013: $4,952Liabilities 2013: $0Net Assets 2013: $4,9522013Assets 2014: $3,534Liabilities 2014: $0Net Assets 2014: $3,5342014Assets 2015: $5,046Liabilities 2015: $0Net Assets 2015: $5,0462015Assets 2016: $8,226Liabilities 2016: $0Net Assets 2016: $8,2262016Assets 2017: $24,064Liabilities 2017: $0Net Assets 2017: $24,0642017Assets 2018: $13,323Liabilities 2018: $0Net Assets 2018: $13,3232018Assets 2019: $21,018Liabilities 2019: $0Net Assets 2019: $21,0182019Assets 2020: $31,818Liabilities 2020: $2,216Net Assets 2020: $29,6022020Assets 2021: $23,808Liabilities 2021: $0Net Assets 2021: $23,8082021Assets 2022: $50,134Liabilities 2022: $0Net Assets 2022: $50,1342022Assets 2023: $19,146Liabilities 2023: $0Net Assets 2023: $19,1462023Assets 2024: $3,966Liabilities 2024: $0Net Assets 2024: $3,9662024

Highlighted filing

2015

Assets$5,046
Liabilities$0
Net Assets$5,046

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $47,311Expenses 2012: $46,006Net Income 2012: $1,3052012Revenue 2013: $43,517Expenses 2013: $46,324Net Income 2013: -$2,8072013Revenue 2014: $31,596Expenses 2014: $33,014Net Income 2014: -$1,4182014Revenue 2015: $25,453Expenses 2015: $23,941Net Income 2015: $1,5122015Revenue 2016: $54,667Expenses 2016: $51,314Net Income 2016: $3,3532016Revenue 2017: $40,624Expenses 2017: $21,553Net Income 2017: $19,0712017Revenue 2018: $45,431Expenses 2018: $56,172Net Income 2018: -$10,7412018Revenue 2019: $31,693Expenses 2019: $23,998Net Income 2019: $7,6952019Revenue 2020: $35,212Expenses 2020: $1,826Net Income 2020: $33,3862020Revenue 2021: $9,9542021Revenue 2022: $29,876Expenses 2022: $3,550Net Income 2022: $26,3262022Revenue 2023: $38,673Expenses 2023: $47,024Net Income 2023: -$8,3512023Revenue 2024: $33,491Expenses 2024: $48,671Net Income 2024: -$15,1802024

Highlighted filing

2015

Revenue$25,453
Expenses$23,941
Net Income$1,512
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 24, 2015
Return Version
2014v5.0
Gross Receipts
$42,641
Mission and Program Overview

Mission

Support for students and staff of school

Program Services

DescriptionGrantsExpenses
ACTIVITIES TO PROMOTE THE SCHOOL VIA SCHOLASTIC BOOKFAIR$11,114$10,719
FALL FESTIVAL TO BRING PEOPLE TOGETHER AND TO PROVIDE FUNDS FOR ACTIVITIES$6,707$3,795
SOCIAL EVENTS TO ALLOW STUDENTS FACULTY AND PARENTS TO INTERMINGLE$6,630$330
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATSY GONZALEZPresidentPT$0--
ALLYSON LANZIVice PresdidentPT$0--
CARRIE WILSONTreasurerPT$0--
LINDSAY TARRANTSecretaryPT$0--
BRONWYN JAGUTISVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookfair$11,114$11,114$10,719$395
Fall Festiva$6,707$6,707$3,795$2,912
Total Events$22,885$22,885$16,858$6,027
Filing and Contact Details

Filer

Filer Name
John J Blair Elementary Pta
EIN
56-1745012
Address
6510 MARKET STREET, WILMINGTON, NC 28405

Signing Officer

Name
Carrie Wilson
Title
Treasurer
Phone
9103502045
Signed
2015-07-24
Discuss with paid preparer
No

Preparer

Firm
Sanders Tax & Accounting Services
Address
PO Box 7596, Wilmington, NC 28406
Preparer
Charles Sanders
Phone
9103994323
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountcommittee expenses 6,442enrichment rogram expense 1,095operatiing expenses 3,616school promotion expenses 1,904social event expenses 330special areas 1,090special projects 1,503student celebrations 308grants and awards 363sponsorships 7,290

Raw XML Appendix186 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/PersonNm0CARRIE WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09102004880
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06510 MARKET STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03534
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05046
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05907
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01512
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GamingGrossIncomeAmt04146
IRS990EZ/GrossReceiptsAmt042641
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0680
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03534
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATSY GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLYSON LANZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARRIE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSAY TARRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRONWYN JAGUTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESDIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR STUDENTS AND STAFF OF SCHOOL
IRS990EZ/ProgramServiceRevenueAmt09023
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACTIVITIES TO PROMOTE THE SCHOOL VIA SCHOLASTIC BOOKFAIR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FALL FESTIVAL TO BRING PEOPLE TOGETHER AND TO PROVIDE FUNDS FOR ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL EVENTS TO ALLOW STUDENTS FACULTY AND PARENTS TO INTERMINGLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011114
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16707
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26630
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010719
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13795
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2330
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017188
IRS990EZ/SpecialEventsNetIncomeLossAmt09843
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023941
IRS990EZ/TotalProgramServiceExpensesAmt014844
IRS990EZ/TotalRevenueAmt025453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BLAIR ELEMENTARY SCHOOL PTA STRIVES TO SUPPORT THE STUDENTS AND STAFF OF THE SCHOOL
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Qualifies for Public Charity Status Multiple Reasons
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06587
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt029719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0111516
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06630
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt06630
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0148839
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09781
IRS990ScheduleA/Total509Grp/TotalAmt0148839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09781
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0148839
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016858
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022885
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06027
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02344
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016858
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03795
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCOMMITTEE EXPENSES 6,442ENRICHMENT ROGRAM EXPENSE 1,095OPERATIING EXPENSES 3,616SCHOOL PROMOTION EXPENSES 1,904SOCIAL EVENT EXPENSES 330SPECIAL AREAS 1,090SPECIAL PROJECTS 1,503STUDENT CELEBRATIONS 308GRANTS AND AWARDS 363SPONSORSHIPS 7,290
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09103502045
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN J BLAIR ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0561745012
ReturnHeader/Filer/USAddress/AddressLine1Txt06510 MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453848844
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sanders Tax & Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 7596
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028406
ReturnHeader/PreparerPersonGrp/PhoneNum09103994323
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles Sanders
ReturnHeader/ReturnTs02015-07-24T11:07:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings