Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2014 • EIN 56-1768386

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 17, 2015

Organization ProfileN/A
1012 S Lombard StClayton, NC 27520

(919) 553-7113

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

27th percentile

-6.5%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-8.4%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,092

Down $2,292 (-8.4%) from 2013

Net Assets

Down

$25,092

Down $2,292 (-8.4%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$35,262

Down $48,010 (-58%) from 2013

Expenses

Down

$37,554

Down $36,804 (-49%) from 2013

Net Income

Down

-$2,292

Down $11,206 (-126%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$40K$30K$20K$10K$0Assets 2011: $34,697Net Assets 2011: $34,6972011Assets 2012: $18,470Net Assets 2012: $18,4702012Assets 2013: $27,384Liabilities 2013: $0Net Assets 2013: $27,3842013Assets 2014: $25,092Net Assets 2014: $25,0922014Assets 2015: $28,693Net Assets 2015: $28,6932015Assets 2016: $21,613Liabilities 2016: $0Net Assets 2016: $21,6132016Assets 2018: $20,680Liabilities 2018: $0Net Assets 2018: $20,6802018

Highlighted filing

2014

Assets$25,092
Liabilities-
Net Assets$25,092
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2011: $63,951Expenses 2011: $68,645Net Income 2011: -$4,6942011Revenue 2012: $74,934Expenses 2012: $91,162Net Income 2012: -$16,2282012Revenue 2013: $83,272Expenses 2013: $74,358Net Income 2013: $8,9142013Revenue 2014: $35,262Expenses 2014: $37,554Net Income 2014: -$2,2922014Revenue 2015: $52,112Expenses 2015: $48,511Net Income 2015: $3,6012015Revenue 2016: $50,927Expenses 2016: $58,007Net Income 2016: -$7,0802016Revenue 2018: $53,249Expenses 2018: $49,405Net Income 2018: $3,8442018

Highlighted filing

2014

Revenue$35,262
Expenses$37,554
Net Income-$2,292
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$35,262
Mission and Program Overview

Mission

Elementary school parent teacher association

Program Services

DescriptionGrantsExpenses
PROVIDED SUPPORT TO THE SCHOOL FACULTY PARENTS AND STUDENTS TO HELP INSURE THE SUCCESS OF THE STUDENT POPULATION OF APPROXIMATELY 1000 STUDENTS$1,000$35,585
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUI O'DONOVANPresidentPT$0--
KELLY BURBAGEVice-PresidentPT$0--
IVY MITCHELLTreasurer-$0--
Filing and Contact Details

Filer

EIN
56-1768386
Phone
9195537113

Signing Officer

Name
Kelly Burbage
Title
Vice President
Phone
9195537113
Signed
2015-02-17

Preparer

Preparer
Ginger T Levinson
Phone
9195533437
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“SALES TAX REFUND 1553.”

Form 990EZ, Part I, Line 16

“Membership dues expense 40. Miscellaneous 84. Insurance expense 190. Newsletter 64. Office expense 477. Beauification 735. Box tops 1203. Bulldog run 7483. Chromebooks 5621. Cultural arts 2000. Green team 6. Hospitality 2751. Out to dinner - spirit night 8. Playground & library courtyard 2647. Special groups/projects 4131. Student council 42. Special olympics 230. Spirit wear 3677. Student morale 2261. Teacher allotment 2618. Sales tax reimbursement 705.”

Form 990EZ, Part II, Line 24

“Wal mart gift card 0. 46.”

Raw XML Appendix136 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/PersonNm0WEST CLAYTON ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum09195537113
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101012 S LOMBARD
IRS990EZ/BooksInCareOfDetail/USAddress/City0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027384
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025046
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02618
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2292
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027384
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025092
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt035262
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0120
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACQUI O'DONOVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY BURBAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IVY MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt046
IRS990EZ/OtherExpensesTotalAmt036973
IRS990EZ/OtherRevenueTotalAmt01553
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt0181
IRS990EZ/ProgramServiceRevenueAmt030971
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SUPPORT TO THE SCHOOL FACULTY PARENTS AND STUDENTS TO HELP INSURE THE SUCCESS OF THE STUDENT POPULATION OF APPROXIMATELY 1000 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035585
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037554
IRS990EZ/TotalProgramServiceExpensesAmt035585
IRS990EZ/TotalRevenueAmt035262
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt074934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt089425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0346844
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0346844
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063951
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089425
IRS990ScheduleA/Total509Grp/TotalAmt0346844
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 1553.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP DUES EXPENSE 40. MISCELLANEOUS 84. INSURANCE EXPENSE 190. NEWSLETTER 64. OFFICE EXPENSE 477. BEAUIFICATION 735. BOX TOPS 1203. BULLDOG RUN 7483. CHROMEBOOKS 5621. CULTURAL ARTS 2000. GREEN TEAM 6. HOSPITALITY 2751. OUT TO DINNER - SPIRIT NIGHT 8. PLAYGROUND & LIBRARY COURTYARD 2647. SPECIAL GROUPS/PROJECTS 4131. STUDENT COUNCIL 42. SPECIAL OLYMPICS 230. SPIRIT WEAR 3677. STUDENT MORALE 2261. TEACHER ALLOTMENT 2618. SALES TAX REIMBURSEMENT 705.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WAL MART GIFT CARD 0. 46.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY BURBAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195537113
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA NC CONGRESS WEST CLAYTON ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561768386
ReturnHeader/Filer/PhoneNum09195537113
ReturnHeader/Filer/USAddress/AddressLine101012 S LOMBARD ST
ReturnHeader/Filer/USAddress/City0CLAYTON
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GINGER T LEVINSON CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 851 1101 S LOMBARD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027528
ReturnHeader/PreparerPersonGrp/PhoneNum09195533437
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINGER T LEVINSON
ReturnHeader/ReturnTs02015-02-18T06:05:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,092
Liabilities
-
Net assets
$25,092
Revenue
$35,262
Expenses
$37,554
Net income
-$2,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$53.2$49.4$3.84
2016Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$50.9$58.0$7.08
2015Detailed filing. Detailed filing data is available for this year.$28.7$28.7$52.1$48.5$3.60
2014Detailed filing. Detailed filing data is available for this year.$25.1$25.1$35.3$37.6$2.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$0.00$27.4$83.3$74.4$8.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$18.5$74.9$91.2$16.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.7$34.7$64.0$68.6$4.69