Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2020 • EIN 56-1772993

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

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

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

77th percentile

28%

Higher net margin than 77% of similar nonprofits.

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

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.

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

Asset Growth

72nd percentile

28%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

73rd percentile

9.7%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$80,106

Up $17,715 (+28%) from 2019

Net Assets

Up

$80,106

Up $19,175 (+31%) from 2019

Liabilities

Down

$0

Down $1,460 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin77th percentile

Revenue

Up

$68,748

Up $6,069 (+9.7%) from 2019

Expenses

Down

$49,574

Down $28,765 (-37%) from 2019

Net Income

Up

$19,174

Up $34,834 (+222%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2020

Assets$80,106
Liabilities$0
Net Assets$80,106
Open 2020 Filing

Operations Trend

Revenue Growth73rd 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

2020

Revenue$68,748
Expenses$49,574
Net Income$19,174
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$68,748
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.-$44,064
TO PROMOTE APPRECIATION AND CONTINUING DEVELOPMENT FOR TEACHERS.-$2,860
TO SUPPLY CLASSROOMS WITH NECESSARY SUPPLIES THAT ARE NOT PROVIDE BY STATE BUDGET.-$2,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACIE COLLINSTreasurerPT$0--
JENNIFER HUNTPresident-$0--
KIMBERLY CLARK-JONESVice Preside-$0--
BETH DEICHLERSecretary-$0--
SCOTT TRACYVice Preside-$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
Jennifer Hunt
Title
President
Phone
9199293853
Signed
2020-11-16
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

“Miscellaneous revenue 2,179 total 2,179”

Form 990-ez, Part I, Line 16

“Expenses thrift shop expenses 23,735 field trips 5,646 senior scholarship 5,000 act review course 2,405 budget requests 2,000 student development 2,000 horticulture 1,648 teacher appreciation 1,623 teacher development 1,237 student council workshop 1,125 miscellaneous 544 senior celebrations 426 state & national member 388 insurance 355 spirit wear 318 students helping students 249 ptsa expenses 225 total 48,924”

Form 990-ez, Part II, Line 26

“BANK OVERDRAFT 1,460 0”

Raw XML Appendix161 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/PersonNm0TRACIE COLLINS
IRS990EZ/BooksInCareOfDetail/PhoneNum09199293853
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01499 GREAT RIDGE PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062392
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080106
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01665
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019174
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062392
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080106
IRS990EZ/GrossReceiptsAmt068748
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060932
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080106
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060932
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080106
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACIE COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY CLARK-JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH DEICHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT TRACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048924
IRS990EZ/OtherRevenueTotalAmt02179
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE ADVOCACY AND EDUCATIONAL PROGRAMS FOR STUDENTS AND TEACHERS.
IRS990EZ/ProgramServiceRevenueAmt064874
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/ProgramServiceExpensesAmt044064
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22860
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01460
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049574
IRS990EZ/TotalProgramServiceExpensesAmt048924
IRS990EZ/TotalRevenueAmt068748
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHATHAM.K.12.NC.US
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06655
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt067053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt086287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0355265
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt064
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0361920
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068036
IRS990ScheduleA/Total509Grp/TotalAmt0361920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0361984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS REVENUE 2,179 TOTAL 2,179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES THRIFT SHOP EXPENSES 23,735 FIELD TRIPS 5,646 SENIOR SCHOLARSHIP 5,000 ACT REVIEW COURSE 2,405 BUDGET REQUESTS 2,000 STUDENT DEVELOPMENT 2,000 HORTICULTURE 1,648 TEACHER APPRECIATION 1,623 TEACHER DEVELOPMENT 1,237 STUDENT COUNCIL WORKSHOP 1,125 MISCELLANEOUS 544 SENIOR CELEBRATIONS 426 STATE & NATIONAL MEMBER 388 INSURANCE 355 SPIRIT WEAR 318 STUDENTS HELPING STUDENTS 249 PTSA EXPENSES 225 TOTAL 48,924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK OVERDRAFT 1,460 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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER HUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09199293853
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/AtSubmissionCreationDeviceId00CF8AEBD0F41F6917B9B0BE9F6EE39CBCAA303AE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CF8AEBD0F41F6917B9B0BE9F6EE39CBCAA303AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.10.86.164
ReturnHeader/FilingSecurityInformation/IPDt02020-11-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:32:58
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/PreparationDt02020-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD E VAUGHN JR EA
ReturnHeader/ReturnTs02020-11-20T10:32:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
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
$80,106
Liabilities
$0
Net assets
$80,106
Revenue
$68,748
Expenses
$49,574
Net income
$19,174
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