Civic Intelligence

PTA North Carolina Congress Ogden Elementary School PTA

990EZ • Fiscal year 2020 • EIN 56-1752789

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 01, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

52nd percentile

6.2%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

55th percentile

7.3%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-15%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,184

Up $4,166 (+7.3%) from 2019

Net Assets

Up

$61,184

Up $4,166 (+7.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Down

$67,042

Down $11,804 (-15%) from 2019

Expenses

Up

$62,876

Up $6,013 (+11%) from 2019

Net Income

Down

$4,166

Down $17,817 (-81%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$61,184
Liabilities$0
Net Assets$61,184
Open 2020 Filing

Operations Trend

Revenue Growth49th 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

2020

Revenue$67,042
Expenses$62,876
Net Income$4,166
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 1, 2020
Return Version
2019v5.0
Gross Receipts
$149,880
Mission and Program Overview

Mission

To promote the welfare of children at Ogden Elementary School

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.-$62,126
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE FORTUNPresidentPT$0--
KAREN METIUS-HOUSEVice PresidePT$0--
CASSIE WILLIAMSONTreasurerPT$0--
KATIE FERREESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$67,161$67,161-$67,161
Fall Carnival$18,634$18,634$3,592$15,042
Total Events$130,460$130,460$77,617$52,843
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
Phone
9106866464
Signed
2020-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Stilwell & Mills Pllc
Address
6317B OLEANDER DRIVE, WILMINGTON, NC 28403
Preparer
Sara D Sloan
Phone
9103384725
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses academic support 54,689 insurance 420 school improvement 2,102 teacher/staff/parent supp 3,150 general operations 1,765 total 62,126”

Form 990-ez, Part III, Line 28

“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.”

Raw XML Appendix164 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/PhoneNum09106866464
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028411
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057018
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IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATE FORTUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN METIUS-HOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CASSIE WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE FERREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062126
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AT OGDEN ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062126
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt082838
IRS990EZ/SpecialEventsNetIncomeLossAmt052975
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062876
IRS990EZ/TotalProgramServiceExpensesAmt062126
IRS990EZ/TotalRevenueAmt067042
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OGDENPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011964
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091398
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0141149
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0659161
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0149880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0155576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0144962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102769
IRS990ScheduleA/Total509Grp/TotalAmt0659161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0149880
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105974
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102769
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0659161
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt044665
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt044665
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03592
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACADEMIC SUPPORT 54,689 INSURANCE 420 SCHOOL IMPROVEMENT 2,102 TEACHER/STAFF/PARENT SUPP 3,150 GENERAL OPERATIONS 1,765 TOTAL 62,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CASSIE WILLIAMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09106866464
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-01
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
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ReturnHeader/FilingSecurityInformation/IPDt02020-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:08:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814592127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STILWELL & MILLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06317B OLEANDER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028403
ReturnHeader/PreparerPersonGrp/PhoneNum09103384725
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA D SLOAN
ReturnHeader/ReturnTs02020-12-04T09:08:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,184
Liabilities
$0
Net assets
$61,184
Revenue
$67,042
Expenses
$62,876
Net income
$4,166
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