Civic Intelligence

PTA Nc Congress Smithfield Elem Sch

990EZ • Fiscal year 2024 • EIN 56-1823877

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 06, 2024

Organization ProfileWWW.SMITHFIELDPTA.COM
3200 Smithfield Church RdCharlotte, NC 28210

(980) 343-6550

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

23%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$95,737

Up $2,742 (+2.9%) from 2023

Net Assets

Up

$95,737

Up $2,742 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Up

$72,529

Up $13,678 (+23%) from 2023

Expenses

Up

$69,787

Up $31,919 (+84%) from 2023

Net Income

Down

$2,742

Down $18,241 (-87%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$100K$50K$0Assets 2012: $18,114Liabilities 2012: $02012Assets 2013: $29,655Liabilities 2013: $0Net Assets 2013: $29,6552013Assets 2014: $28,327Liabilities 2014: $0Net Assets 2014: $28,3272014Assets 2015: $35,168Liabilities 2015: $0Net Assets 2015: $35,1682015Assets 2016: $38,238Liabilities 2016: $0Net Assets 2016: $38,2382016Assets 2017: $31,486Liabilities 2017: $0Net Assets 2017: $31,4862017Assets 2018: $45,135Liabilities 2018: $0Net Assets 2018: $45,1352018Assets 2019: $66,018Liabilities 2019: $02019Assets 2020: $83,497Liabilities 2020: $02020Assets 2021: $90,544Liabilities 2021: $0Net Assets 2021: $90,5442021Assets 2022: $85,213Liabilities 2022: $0Net Assets 2022: $85,2132022Assets 2023: $92,995Liabilities 2023: $0Net Assets 2023: $92,9952023Assets 2024: $95,737Liabilities 2024: $0Net Assets 2024: $95,7372024Assets 2025: $91,752Liabilities 2025: $0Net Assets 2025: $91,7522025

Highlighted filing

2024

Assets$95,737
Liabilities$0
Net Assets$95,737
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2012: $63,419Expenses 2012: $68,410Net Income 2012: -$4,9912012Revenue 2013: $70,710Expenses 2013: $62,972Net Income 2013: $7,7382013Revenue 2014: $68,827Expenses 2014: $70,772Net Income 2014: -$1,9452014Revenue 2015: $67,121Expenses 2015: $60,680Net Income 2015: $6,4412015Revenue 2016: $66,822Expenses 2016: $64,144Net Income 2016: $2,6782016Revenue 2017: $54,298Expenses 2017: $61,632Net Income 2017: -$7,3342017Revenue 2018: $50,335Expenses 2018: $38,546Net Income 2018: $11,7892018Revenue 2019: $97,702Expenses 2019: $79,181Net Income 2019: $18,5212019Revenue 2020: $83,546Expenses 2020: $72,589Net Income 2020: $10,9572020Revenue 2021: $33,183Expenses 2021: $26,136Net Income 2021: $7,0472021Revenue 2022: $53,287Expenses 2022: $58,618Net Income 2022: -$5,3312022Revenue 2023: $58,851Expenses 2023: $37,868Net Income 2023: $20,9832023Revenue 2024: $72,529Expenses 2024: $69,787Net Income 2024: $2,7422024Revenue 2025: $71,907Expenses 2025: $75,892Net Income 2025: -$3,9852025

Highlighted filing

2024

Revenue$72,529
Expenses$69,787
Net Income$2,742
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 6, 2024
Return Version
2023v5.1
Gross Receipts
$89,370
Mission and Program Overview

Mission

To promote and enhance the education of smithfield elementary school students, and to extend and enrich the learning opportunities of all smithfield elementary school students; to promote open communication and cooperation between smithfield elementary school administration and staff, parents, and the community; and to raise funds to supply educational materials for the children of the school.

Support the teachers students and staff

Program Services

DescriptionGrantsExpenses
Academic Enrichment programs-$23,946
Support of teachers through appreciation events and professional development-$10,562
Capital Improvements-$10,318
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cara GoodwinPresident-$0--
Amelia BarrowsSecretary-$0--
Leah CampbellTreasurer-$0--
Trish HeroldVP Of Vounteers-$0--
Shelby MoyerVP Of Events-$0--
Filing and Contact Details

Filer

Filer Name
PTA NC Congress Smithfield Elem Sch
EIN
56-1823877
Address
3200 Smithfield Church Rd, Charlotte, NC 28210

Signing Officer

Name
Leah Campbell
Title
President
Phone
9803436550
Signed
2024-09-06
Discuss with paid preparer
No

Preparer

Firm
TMP Tax Services
Address
14535 Sapphire Lane, Pineville, NC 28134
Preparer
Theresa Pearlman
Phone
7042874849
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOther contributions 725Accounts Held for others 1,090Donuts with dear ones 195”

Description of other expenses Part I line 16

“Description AmountAcademic Enrichment 23,946Capital Improvement 10,318Staff and Volunteer Appreciation 6,887Professional Development 3,675School Events 1,050Landscaping 82Discretionary Fund 232Admin 116Misc Expenses 332Sales Tax Paid 1,562Program expenses 20,812Accounts held for others expenses 418”

Raw XML Appendix167 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/PersonNm0Ani Kelly
IRS990EZ/BooksInCareOfDetail/PhoneNum09803436550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03200 Smithfield Church Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092995
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095737
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt012623
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02742
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0357
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092995
IRS990EZ/Form990TotalAssetsGrp/EOYAmt095737
IRS990EZ/FundraisingGrossIncomeAmt013685
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0729
IRS990EZ/GrossReceiptsAmt089370
IRS990EZ/GrossSalesOfInventoryAmt013352
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092995
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092995
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cara Goodwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amelia Barrows
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leah Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Trish Herold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shelby Moyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Vounteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Events
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt069430
IRS990EZ/OtherRevenueTotalAmt02010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the teachers students and staff
IRS990EZ/ProgramServiceRevenueAmt060317
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Academic Enrichment programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Capital Improvements
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support of teachers through appreciation events and professional development
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110318
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210562
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04218
IRS990EZ/SpecialEventsNetIncomeLossAmt09467
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069787
IRS990EZ/TotalProgramServiceExpensesAmt044826
IRS990EZ/TotalRevenueAmt072529
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt076172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0262923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011208
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt035697
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02536
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04546
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98500
IRS990ScheduleA/PublicSupportPY509Pct00.97620
IRS990ScheduleA/PublicSupportTotal509Amt0298620
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050217
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032908
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087380
IRS990ScheduleA/Total509Grp/TotalAmt0298620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089916
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0303166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOther contributions 725Accounts Held for others 1,090Donuts with dear ones 195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAcademic Enrichment 23,946Capital Improvement 10,318Staff and Volunteer Appreciation 6,887Professional Development 3,675School Events 1,050Landscaping 82Discretionary Fund 232Admin 116Misc Expenses 332Sales Tax Paid 1,562Program expenses 20,812Accounts held for others expenses 418
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Leah Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09803436550
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC Congress Smithfield Elem Sch
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561823877
ReturnHeader/Filer/USAddress/AddressLine1Txt03200 Smithfield Church Rd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873134602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMP Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014535 Sapphire Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pineville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028134
ReturnHeader/PreparerPersonGrp/PhoneNum07042874849
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa Pearlman
ReturnHeader/ReturnTs02024-09-14T13:11:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,737
Liabilities
$0
Net assets
$95,737
Revenue
$72,529
Expenses
$69,787
Net income
$2,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$91.8$0.00$91.8$71.9$75.9$3.99
2024Detailed filing. Detailed filing data is available for this year.$95.7$0.00$95.7$72.5$69.8$2.74
2023Detailed filing. Detailed filing data is available for this year.$93.0$0.00$93.0$58.9$37.9$21.0
2022Detailed filing. Detailed filing data is available for this year.$85.2$0.00$85.2$53.3$58.6$5.33
2021Detailed filing. Detailed filing data is available for this year.$90.5$0.00$90.5$33.2$26.1$7.05
2020Summary only. Only limited summary data is available for this year.$83.5$0.00$83.5$72.6$11.0
2019Summary only. Only limited summary data is available for this year.$66.0$0.00$97.7$79.2$18.5
2018Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$50.3$38.5$11.8
2017Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$54.3$61.6$7.33
2016Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$66.8$64.1$2.68
2015Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$67.1$60.7$6.44
2014Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$68.8$70.8$1.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$0.00$29.7$70.7$63.0$7.74
2012Summary only. Only limited summary data is available for this year.$18.1$0.00$63.4$68.4$4.99