Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 56-1789349

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 12, 2017

Organization ProfileWWW.IRWINPTA.ORG
329 N Irwin AveCharlotte, NC 28202

(980) 343-5480

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

61st percentile

9.0%

Higher net margin than 61% 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

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$16,428

Up $5,809 (+55%) from 2016

Net Assets

$16,428

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin61st percentile

Revenue

Up

$64,877

Up $24,812 (+62%) from 2016

Expenses

Up

$59,068

Up $3,674 (+6.6%) from 2016

Net Income

Up

$5,809

Up $21,138 (+138%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$60K$40K$20K$0Assets 2012: $8,778Liabilities 2012: $02012Assets 2013: $11,994Liabilities 2013: $0Net Assets 2013: $11,9942013Assets 2014: $21,661Liabilities 2014: $02014Assets 2015: $25,948Liabilities 2015: $02015Assets 2016: $10,619Liabilities 2016: $02016Assets 2017: $16,428Liabilities 2017: $0Net Assets 2017: $16,4282017Assets 2018: $29,911Liabilities 2018: $0Net Assets 2018: $29,9112018Assets 2019: $24,124Liabilities 2019: $0Net Assets 2019: $24,1242019Assets 2020: $28,364Liabilities 2020: $0Net Assets 2020: $28,3642020Assets 2021: $28,835Liabilities 2021: $02021Assets 2022: $44,854Liabilities 2022: $0Net Assets 2022: $44,8542022Assets 2023: $43,701Liabilities 2023: $0Net Assets 2023: $43,7012023Assets 2024: $12,611Liabilities 2024: $0Net Assets 2024: $12,6112024Assets 2025: $38,968Liabilities 2025: $0Net Assets 2025: $38,9682025

Highlighted filing

2017

Assets$16,428
Liabilities$0
Net Assets$16,428
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $97,775Expenses 2012: $110,226Net Income 2012: -$12,4512012Revenue 2013: $94,876Expenses 2013: $91,660Net Income 2013: $3,2162013Revenue 2014: $41,709Expenses 2014: $31,763Net Income 2014: $9,9462014Revenue 2015: $63,075Expenses 2015: $58,788Net Income 2015: $4,2872015Revenue 2016: $40,065Expenses 2016: $55,394Net Income 2016: -$15,3292016Revenue 2017: $64,877Expenses 2017: $59,068Net Income 2017: $5,8092017Revenue 2018: $49,212Expenses 2018: $35,729Net Income 2018: $13,4832018Revenue 2019: $40,029Expenses 2019: $45,816Net Income 2019: -$5,7872019Revenue 2020: $31,800Expenses 2020: $28,111Net Income 2020: $3,6892020Revenue 2021: $16,278Expenses 2021: $18,078Net Income 2021: -$1,8002021Revenue 2022: $59,518Expenses 2022: $43,499Net Income 2022: $16,0192022Revenue 2023: $88,048Expenses 2023: $89,201Net Income 2023: -$1,1532023Revenue 2024: $98,378Expenses 2024: $129,468Net Income 2024: -$31,0902024Revenue 2025: $94,731Expenses 2025: $66,831Net Income 2025: $27,9002025

Highlighted filing

2017

Revenue$64,877
Expenses$59,068
Net Income$5,809
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$104,128
Mission and Program Overview

Mission

To support students and teachers

Program Services

DescriptionGrantsExpenses
THE PTA BENEFITS 600 CHILDREN AND APPROXIMATELY 50 TEACHERS AND STAFF THROUGH ENRICHMENT PROGRAMS AND SUPPLIES, AFTER SCHOOL CLUBS, ACADEMIC COMPETITIONS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENITA BATTLEPresidentPT$0--
DELANO RANKINTreasurerPT$0--
DEYNA ROGERSSecretary-$0--
LISA RASMUSSENGold Vice President-$0--
CINDY BILBROUGHMaroon Vice Presiden-$0--
Filing and Contact Details

Filer

Filer Name
Pta Nc Congress
EIN
56-1789349
Phone
9803435480
Address
329 N IRWIN AVE, CHARLOTTE, NC 28202

Signing Officer

Name
Renita Battle
Title
President
Phone
9803435480
Signed
2017-11-12

Preparer

Firm
Hrb Tax Group Inc
Address
5110 PARK RD, CHARLOTTE, NC 28209
Preparer
Theresa Pearlman
Phone
7045229600
Supplemental Narrative

Additional Explanations

Part 1, Line 8

“Admin income - $87; support income - $10550; staff breakfast - $446”

Part 1, Line 16

“Family engagement - $3313; academic clubs - $19520; classroom support - $18647; events expense - $10685; teacher appreciation - $4736”

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09803435480
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010619
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05809
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02167
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt016428
IRS990EZ/FundraisingGrossIncomeAmt044968
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04732
IRS990EZ/GrossReceiptsAmt0104128
IRS990EZ/GrossSalesOfInventoryAmt016869
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InvestmentIncomeAmt099
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0332
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RENITA BATTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DELANO RANKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEYNA ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA RASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CINDY BILBROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3GOLD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MAROON VICE PRESIDEN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056901
IRS990EZ/OtherRevenueTotalAmt011083
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt09069
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA BENEFITS 600 CHILDREN AND APPROXIMATELY 50 TEACHERS AND STAFF THROUGH ENRICHMENT PROGRAMS AND SUPPLIES, AFTER SCHOOL CLUBS, ACADEMIC COMPETITIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027114
IRS990EZ/SpecialEventsNetIncomeLossAmt017854
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059068
IRS990EZ/TotalRevenueAmt064877
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IRWINPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt083956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0158452
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010940
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt099
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0466
IRS990ScheduleA/InvestmentIncomeCYPct00.00240
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99760
IRS990ScheduleA/PublicSupportPY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt0194934
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094896
IRS990ScheduleA/Total509Grp/TotalAmt0194934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094966
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0195400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMIN INCOME - $87; SUPPORT INCOME - $10550; STAFF BREAKFAST - $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILY ENGAGEMENT - $3313; ACADEMIC CLUBS - $19520; CLASSROOM SUPPORT - $18647; EVENTS EXPENSE - $10685; TEACHER APPRECIATION - $4736
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RENITA BATTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435480
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0IRWI
ReturnHeader/Filer/EIN0561789349
ReturnHeader/Filer/PhoneNum09803435480
ReturnHeader/Filer/USAddress/AddressLine1Txt0329 N IRWIN AVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028202
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB0979EB215A6AFB648CEAD200ED2545F95E8D66
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.72.215.229
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm017:00:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05110 PARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028209
ReturnHeader/PreparerPersonGrp/PhoneNum07045229600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa Pearlman
ReturnHeader/ReturnTs02017-11-13T18:47:22Z
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
$16,428
Liabilities
$0
Net assets
$16,428
Revenue
$64,877
Expenses
$59,068
Net income
$5,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.95$0.67$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.98$1.29$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.88$0.89$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.60$0.43$0.16
2021Summary only. Only limited summary data is available for this year.$0.29$0.00$0.16$0.18$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.32$0.28$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.40$0.46$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.49$0.36$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.65$0.59$0.06
2016Summary only. Only limited summary data is available for this year.$0.11$0.00$0.40$0.55$0.15
2015Summary only. Only limited summary data is available for this year.$0.26$0.00$0.63$0.59$0.04
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$0.42$0.32$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.95$0.92$0.03
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.98$1.10$0.12