Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 56-1772993

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 06, 2018

Organization ProfileWWW.CHATHAM.K.12.NC.US
310 Northwood High School DrivePittsboro, NC 27312

(919) 929-3853

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$57,665

Up $11,730 (+26%) from 2016

Net Assets

$57,665

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $4,572 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin75th percentile

Revenue

Up

$87,762

Up $19,806 (+29%) from 2016

Expenses

Down

$71,460

Down $936 (-1.3%) from 2016

Net Income

Up

$16,302

Up $20,742 (+467%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$100K$50K$0Assets 2011: $28,590Liabilities 2011: $02011Assets 2012: $43,310Liabilities 2012: $02012Assets 2013: $67,454Liabilities 2013: $02013Assets 2014: $74,781Liabilities 2014: $02014Assets 2015: $50,264Liabilities 2015: $4,461Net Assets 2015: $45,8032015Assets 2016: $45,935Liabilities 2016: $4,5722016Assets 2017: $57,665Liabilities 2017: $0Net Assets 2017: $57,6652017Assets 2018: $76,593Liabilities 2018: $0Net Assets 2018: $76,5932018Assets 2019: $62,391Liabilities 2019: $1,460Net Assets 2019: $60,9312019Assets 2020: $80,106Liabilities 2020: $0Net Assets 2020: $80,1062020Assets 2023: $91,794Liabilities 2023: $0Net Assets 2023: $91,7942023Assets 2024: $99,793Liabilities 2024: $0Net Assets 2024: $99,7932024Assets 2025: $86,114Net Assets 2025: $86,1142025

Highlighted filing

2017

Assets$57,665
Liabilities$0
Net Assets$57,665
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50KRevenue 2011: $43,420Expenses 2011: $59,824Net Income 2011: -$16,4042011Revenue 2012: $62,402Expenses 2012: $47,682Net Income 2012: $14,7202012Revenue 2013: $71,337Expenses 2013: $47,193Net Income 2013: $24,1442013Revenue 2014: $62,023Expenses 2014: $54,696Net Income 2014: $7,3272014Revenue 2015: $71,178Expenses 2015: $99,956Net Income 2015: -$28,7782015Revenue 2016: $67,956Expenses 2016: $72,396Net Income 2016: -$4,4402016Revenue 2017: $87,762Expenses 2017: $71,460Net Income 2017: $16,3022017Revenue 2018: $75,734Expenses 2018: $56,805Net Income 2018: $18,9292018Revenue 2019: $62,679Expenses 2019: $78,339Net Income 2019: -$15,6602019Revenue 2020: $68,748Expenses 2020: $49,574Net Income 2020: $19,1742020Revenue 2023: $54,372Expenses 2023: $46,774Net Income 2023: $7,5982023Revenue 2024: $67,615Expenses 2024: $59,616Net Income 2024: $7,9992024Revenue 2025: $61,222Expenses 2025: $76,718Net Income 2025: -$15,4962025

Highlighted filing

2017

Revenue$87,762
Expenses$71,460
Net Income$16,302
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.1
Gross Receipts
$87,762
Mission and Program Overview

Mission

To promote advocacy and educational programs for students and teachers.

Program Services

DescriptionGrantsExpenses
TO PROMOTE ACADEMIC PROGRAMS WHICH WILL ENCOURAGE LEARNING.-$58,980
TO PROMOTE APPRECIATION AND CONTINUING DEVELOPMENT FOR TEACHERS.-$6,757
TO SUPPLY CLASSROOMS WITH NECESSARY SUPPLIES THAT ARE NOT PROVIDE BY STATE BUDGET.-$4,482
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN REICHPresident-$0--
STEVE QUASNYVice Preside-$0--
BELINDA GAUCIVice Preside-$0--
KIMBERLY CLARK-JONESVice Preside-$0--
NANCY BREENTreasurer-$0--
JULIE JONESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1772993
Phone
9199293853
Address
310 NORTHWOOD HIGH SCHOOL DRIVE, PITTSBORO, NC 27312

Signing Officer

Name
Ellen Reich
Title
President
Phone
9199293853
Signed
2018-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Malvin Riggins & Company Pc
Address
1829 EAST FRANKLIN STREET SUITE 10, CHAPEL HILL, NC 27514
Preparer
Donald E Vaughn Jr Ea
Phone
9199295640
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Sales tax refund 957 total 957”

Form 990-ez, Part I, Line 16

“Expenses insurance 355 project graduation 500 act review course 1,100 bank fees 236 budget requests 2,923 clubs 40,555 field of dreams 10,000 library 1,559 senior celebrations 3,000 spirit wear 2,225 state & national membersh 400 student service/holiday c 1,200 teacher appreciation 2,414 teacher development 1,343 teacher lounge 3,000 total 70,810”

Form 990-ez, Part II, Line 26

“Funded project due 4,572 0”

Raw XML Appendix149 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/PersonNm0NANCY BREEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09199293853
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt064 ADA COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSBORO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027312
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045935
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057665
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045935
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057665
IRS990EZ/GrossReceiptsAmt087762
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041363
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057665
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041363
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057665
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLEN REICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE QUASNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BELINDA GAUCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY CLARK-JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY BREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070810
IRS990EZ/OtherRevenueTotalAmt0957
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE ADVOCACY AND EDUCATIONAL PROGRAMS FOR STUDENTS AND TEACHERS.
IRS990EZ/ProgramServiceRevenueAmt086287
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE ACADEMIC PROGRAMS WHICH WILL ENCOURAGE LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPLY CLASSROOMS WITH NECESSARY SUPPLIES THAT ARE NOT PROVIDE BY STATE BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROMOTE APPRECIATION AND CONTINUING DEVELOPMENT FOR TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058980
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14482
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26757
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04572
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071460
IRS990EZ/TotalProgramServiceExpensesAmt070219
IRS990EZ/TotalRevenueAmt087762
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHATHAM.K.12.NC.US
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0224158
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0288024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062023
IRS990ScheduleA/Total509Grp/TotalAmt0288024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062023
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0288024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 957 TOTAL 957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 355 PROJECT GRADUATION 500 ACT REVIEW COURSE 1,100 BANK FEES 236 BUDGET REQUESTS 2,923 CLUBS 40,555 FIELD OF DREAMS 10,000 LIBRARY 1,559 SENIOR CELEBRATIONS 3,000 SPIRIT WEAR 2,225 STATE & NATIONAL MEMBERSH 400 STUDENT SERVICE/HOLIDAY C 1,200 TEACHER APPRECIATION 2,414 TEACHER DEVELOPMENT 1,343 TEACHER LOUNGE 3,000 TOTAL 70,810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDED PROJECT DUE 4,572 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN REICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09199293853
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561772993
ReturnHeader/Filer/PhoneNum09199293853
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 NORTHWOOD HIGH SCHOOL DRIVE
ReturnHeader/Filer/USAddress/CityNm0PITTSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027312
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0075C21C46A8E8CEA38B4B98605444723E9FA6329
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId093CE252B2187A5298E4DACDC6AE3F40C0990C1C9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541383985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MALVIN RIGGINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01829 EAST FRANKLIN STREET SUITE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027514
ReturnHeader/PreparerPersonGrp/PhoneNum09199295640
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD E VAUGHN JR EA
ReturnHeader/ReturnTs02018-02-06T15:57:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,665
Liabilities
$0
Net assets
$57,665
Revenue
$87,762
Expenses
$71,460
Net income
$16,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$86.1$86.1$61.2$76.7$15.5
2024Detailed filing. Detailed filing data is available for this year.$99.8$0.00$99.8$67.6$59.6$8.00
2023Detailed filing. Detailed filing data is available for this year.$91.8$0.00$91.8$54.4$46.8$7.60
2020Detailed filing. Detailed filing data is available for this year.$80.1$0.00$80.1$68.7$49.6$19.2
2019Detailed filing. Detailed filing data is available for this year.$62.4$1.46$60.9$62.7$78.3$15.7
2018Detailed filing. Detailed filing data is available for this year.$76.6$0.00$76.6$75.7$56.8$18.9
2017Detailed filing. Detailed filing data is available for this year.$57.7$0.00$57.7$87.8$71.5$16.3
2016Summary only. Only limited summary data is available for this year.$45.9$4.57$68.0$72.4$4.44
2015Detailed filing. Detailed filing data is available for this year.$50.3$4.46$45.8$71.2$100.0$28.8
2014Summary only. Only limited summary data is available for this year.$74.8$0.00$62.0$54.7$7.33
2013Summary only. Only limited summary data is available for this year.$67.5$0.00$71.3$47.2$24.1
2012Summary only. Only limited summary data is available for this year.$43.3$0.00$62.4$47.7$14.7
2011Summary only. Only limited summary data is available for this year.$28.6$0.00$43.4$59.8$16.4