Civic Intelligence

PTA North Carolina Congress Ogden Elementary School PTA

990EZ • Fiscal year 2019 • EIN 56-1752789

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 11, 2019

Organization Profilewww.ogdenpta.org
3637 Middle Sound Loop RoadWilmington, NC 28411

(910) 686-6464

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,018

Up $21,983 (+63%) from 2018

Net Assets

$57,018

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$78,846

Up $25,104 (+47%) from 2018

Expenses

Up

$56,863

Up $14,699 (+35%) from 2018

Net Income

Up

$21,983

Up $10,405 (+90%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$100K$50K$0Assets 2011: $7,894Net Assets 2011: $7,8942011Assets 2012: $6,183Net Assets 2012: $6,1832012Assets 2013: $6,019Liabilities 2013: $0Net Assets 2013: $6,0192013Assets 2014: $19,299Liabilities 2014: $0Net Assets 2014: $19,2992014Assets 2015: $33,124Liabilities 2015: $0Net Assets 2015: $33,1242015Assets 2016: $24,209Liabilities 2016: $02016Assets 2017: $23,457Liabilities 2017: $0Net Assets 2017: $23,4572017Assets 2018: $35,035Liabilities 2018: $02018Assets 2019: $57,018Liabilities 2019: $0Net Assets 2019: $57,0182019Assets 2020: $61,184Liabilities 2020: $0Net Assets 2020: $61,1842020Assets 2021: $72,703Liabilities 2021: $0Net Assets 2021: $72,7032021Assets 2022: $15,355Liabilities 2022: $0Net Assets 2022: $15,3552022Assets 2023: $42,064Liabilities 2023: $0Net Assets 2023: $42,0642023Assets 2024: $85,472Liabilities 2024: $0Net Assets 2024: $85,4722024Assets 2025: $72,994Net Assets 2025: $72,9942025

Highlighted filing

2019

Assets$57,018
Liabilities$0
Net Assets$57,018
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $39,656Expenses 2011: $38,839Net Income 2011: $8172011Revenue 2012: $33,125Expenses 2012: $34,836Net Income 2012: -$1,7112012Revenue 2013: $35,297Expenses 2013: $35,461Net Income 2013: -$1642013Revenue 2014: $44,074Expenses 2014: $30,794Net Income 2014: $13,2802014Revenue 2015: $39,303Expenses 2015: $38,776Net Income 2015: $5272015Revenue 2016: $50,230Expenses 2016: $46,076Net Income 2016: $4,1542016Revenue 2017: $50,568Expenses 2017: $51,320Net Income 2017: -$7522017Revenue 2018: $53,742Expenses 2018: $42,164Net Income 2018: $11,5782018Revenue 2019: $78,846Expenses 2019: $56,863Net Income 2019: $21,9832019Revenue 2020: $67,042Expenses 2020: $62,876Net Income 2020: $4,1662020Revenue 2021: $39,001Expenses 2021: $27,482Net Income 2021: $11,5192021Revenue 2022: $77,637Expenses 2022: $134,985Net Income 2022: -$57,3482022Revenue 2023: $87,021Expenses 2023: $60,312Net Income 2023: $26,7092023Revenue 2024: $93,634Expenses 2024: $51,033Net Income 2024: $42,6012024Revenue 2025: $100,913Expenses 2025: $113,391Net Income 2025: -$12,4782025

Highlighted filing

2019

Revenue$78,846
Expenses$56,863
Net Income$21,983
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 11, 2019
Return Version
2018v3.1
Gross Receipts
$155,576
Mission and Program Overview

Mission

To promote the welfare of children at Ogden Elementary School

Program Services

DescriptionGrantsExpenses
The Ogden Elementary School PTA achieved its exempt purpose by providing volunteers and funding to promote academic excellence through a variety of activities and purchases including providing discretionary assistance to the school, offsetting costs for and providing volunteers to staff field trips, grounds improvement activities, and various student activities.$56,113-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen Metius-HousePresidentPT$0--
Christine VillariVice PresidentPT$0--
Kate FortunVice PresidentPT$0--
Heather MusselwhiteTreasurerPT$0--
Katie FerreeSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$71,786$71,786-$71,786
5K Run$13,886$13,886$5,620$8,266
Total Events$129,994$129,994$64,561$65,433
Filing and Contact Details

Filer

Filer Name
Ogden Elementary School PTA
EIN
56-1752789
Phone
9106866464
Address
3637 Middle Sound Loop Road, Wilmington, NC 28411

Signing Officer

Name
Cassie Williamson
Title
Treasurer
Signed
2019-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Bearmancpa Pllc
Address
124 Cavalier Dr, WILMINGTON, NC 28403-2547
Preparer
Nigel Bearman
Phone
9105080630
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $420”

Other Expenses.1

“Academic Support $33169”

Other Expenses.2

“Teacher/Staff/Parent Support $17089”

Other Expenses.3

“General Operations $3079”

Other Expenses.4

“School Improvement $2095”

Other Expenses.5

“Bank Fees $261”

Raw XML Appendix184 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/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056113
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056113
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt076730
IRS990EZ/SpecialEventsNetIncomeLossAmt064419
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt056863
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ogdenpta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096153
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0160
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IRS990ScheduleA/InvestmentIncomeCYPct00.00030
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Academic Support $33169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/Staff/Parent Support $17089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3General Operations $3079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Improvement $2095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $261
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cassie Williamson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ogden Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0OGDE
ReturnHeader/Filer/EIN0561752789
ReturnHeader/Filer/PhoneNum09106866464
ReturnHeader/Filer/USAddress/AddressLine1Txt03637 Middle Sound Loop Road
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028411
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 Cavalier Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0284032547
ReturnHeader/PreparerPersonGrp/PhoneNum09105080630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nigel Bearman
ReturnHeader/ReturnTs02019-12-11T06:58:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,018
Liabilities
$0
Net assets
$57,018
Revenue
$78,846
Expenses
$56,863
Net income
$21,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.01$1.13$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.94$0.51$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.87$0.60$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.78$1.35$0.57
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.39$0.27$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.67$0.63$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.79$0.57$0.22
2018Summary only. Only limited summary data is available for this year.$0.35$0.00$0.54$0.42$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.51$0.51$0.01
2016Summary only. Only limited summary data is available for this year.$0.24$0.00$0.50$0.46$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.39$0.39$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.44$0.31$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.35$0.35$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.33$0.35$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.40$0.39$0.01