Civic Intelligence

PTA North Carolina Congress Four Oaks Elementary School PTA

990EZ • Fiscal year 2014 • EIN 56-1954766

Sep 01, 2013 to Aug 31, 2014 • Filed on Mar 16, 2015

Organization ProfileN/A
180 Hatcher Street27524

(919) 868-0361

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

31st percentile

-4.1%

Higher net margin than 31% 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

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

39th percentile

-4.7%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,590

Down $3,655 (-30%) from 2013

Net Assets

Down

$8,590

Down $3,655 (-30%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$88,534

Down $4,320 (-4.7%) from 2013

Expenses

Up

$92,189

Up $1,555 (+1.7%) from 2013

Net Income

Down

-$3,655

Down $5,875 (-265%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60K$40K$20K$0Assets 2011: $8,792Net Assets 2011: $8,7922011Assets 2012: $10,025Net Assets 2012: $10,0252012Assets 2013: $12,245Net Assets 2013: $12,2452013Assets 2014: $8,590Net Assets 2014: $8,5902014Assets 2015: $10,109Net Assets 2015: $10,1092015Assets 2016: $10,948Net Assets 2016: $10,9482016Assets 2017: $12,940Liabilities 2017: $02017Assets 2018: $10,016Net Assets 2018: $10,0162018Assets 2019: $19,635Net Assets 2019: $19,6352019Assets 2020: $31,890Net Assets 2020: $31,8902020Assets 2021: $7,474Net Assets 2021: $7,4742021Assets 2022: $30,698Net Assets 2022: $30,6982022Assets 2023: $53,473Liabilities 2023: $02023Assets 2024: $44,201Net Assets 2024: $44,2012024

Highlighted filing

2014

Assets$8,590
Liabilities-
Net Assets$8,590
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2011: $51,176Expenses 2011: $55,709Net Income 2011: -$4,5332011Revenue 2012: $58,535Expenses 2012: $57,302Net Income 2012: $1,2332012Revenue 2013: $92,854Expenses 2013: $90,634Net Income 2013: $2,2202013Revenue 2014: $88,534Expenses 2014: $92,189Net Income 2014: -$3,6552014Revenue 2015: $87,078Expenses 2015: $85,559Net Income 2015: $1,5192015Revenue 2016: $72,650Expenses 2016: $71,811Net Income 2016: $8392016Revenue 2017: $58,241Expenses 2017: $56,249Net Income 2017: $1,9922017Revenue 2018: $60,273Expenses 2018: $63,197Net Income 2018: -$2,9242018Revenue 2019: $68,340Expenses 2019: $58,721Net Income 2019: $9,6192019Revenue 2020: $96,145Expenses 2020: $83,890Net Income 2020: $12,2552020Revenue 2021: $18,769Expenses 2021: $43,185Net Income 2021: -$24,4162021Revenue 2022: $47,108Expenses 2022: $23,884Net Income 2022: $23,2242022Revenue 2023: $64,295Expenses 2023: $41,520Net Income 2023: $22,7752023Revenue 2024: $56,332Expenses 2024: $65,604Net Income 2024: -$9,2722024

Highlighted filing

2014

Revenue$88,534
Expenses$92,189
Net Income-$3,655
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Mar 16, 2015
Return Version
2013v4.0
Gross Receipts
$88,534
Mission and Program Overview

Mission

BENEFIT LOCAL SCHOOL

Program Services

DescriptionGrantsExpenses
PRINCIPAL'S REQUEST - THE PTA PROVIDES FUNDS TO PURCHASE EQUIPMENT AND OTHER NEEDED SUPPLIES FOR THE SCHOOL.-$25,337
ARTS COUNCIL TEACHER APPRECIATION SPONSORSHIPS SPECIAL NEEDS REWARDS PERFECT ATTENDANCE DONATIONS-$11,945
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STANLEY JOHNSONPresidentPT$0--
BECKY SHEARERTreasurerPT$0--
Filing and Contact Details

Filer

EIN
56-1954766

Signing Officer

Name
Becky Shearer
Title
Treasurer
Signed
2015-03-16
Discuss with paid preparer
Yes

Preparer

Preparer
Timothy M Grady CPA
Phone
9199632147
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Raffle sales 12,619 spirit wear sales 11,510 5k run/walk 10,977 book fair 9,441 artwork 9,168 fall festival 9,092 sponsorship 7,800 yearbook sales 7,060 dinner/theater night 4,025 back to school bash 1,661 box top 1,124 mcdonald's 766 total 85,243”

Form 990-ez, Part I, Line 16

“Expenses arts council 700 book fair 9,290 dinner/theater night 991 fundraising 6,058 principal's request 25,337 5k run/walk 12,029 field day 1,000 teacher appreciation 1,739 yearbook 7,340 school dance 840 sponsorships 541 back to school bash 4,842 raffle 3,013 art 160 staff x-mas 7,700 spirit wear 9,894 perfect attendance 105 insurance 135 office supplies 181 dues 44 total 91,939”

Form 990-ez, Part III, Line 31

“Arts council teacher appreciation sponsorships special needs rewards perfect attendance donations”

Raw XML Appendix120 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0STANLEY JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1BECKY SHEARER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BECKY SHEARER
IRS990EZ/BooksInCareOfDetail/PhoneNum09198680361
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 322
IRS990EZ/BooksInCareOfDetail/USAddress/City0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028528
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012245
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08590
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3655
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012245
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08590
IRS990EZ/GrossReceiptsAmt088534
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03291
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012245
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08590
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012245
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08590
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STANLEY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BECKY SHEARER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt091939
IRS990EZ/OtherRevenueTotalAmt085243
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BENEFIT LOCAL SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRINCIPAL'S REQUEST - THE PTA PROVIDES FUNDS TO PURCHASE EQUIPMENT AND OTHER NEEDED SUPPLIES FOR THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ARTS COUNCIL TEACHER APPRECIATION SPONSORSHIPS SPECIAL NEEDS REWARDS PERFECT ATTENDANCE DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025337
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111945
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092189
IRS990EZ/TotalProgramServiceExpensesAmt037282
IRS990EZ/TotalRevenueAmt088534
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06446
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt088534
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt06446
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01040
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06446
IRS990ScheduleA/TotalSupportAmt06446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RAFFLE SALES 12,619 SPIRIT WEAR SALES 11,510 5K RUN/WALK 10,977 BOOK FAIR 9,441 ARTWORK 9,168 FALL FESTIVAL 9,092 SPONSORSHIP 7,800 YEARBOOK SALES 7,060 DINNER/THEATER NIGHT 4,025 BACK TO SCHOOL BASH 1,661 BOX TOP 1,124 MCDONALD'S 766 TOTAL 85,243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ARTS COUNCIL 700 BOOK FAIR 9,290 DINNER/THEATER NIGHT 991 FUNDRAISING 6,058 PRINCIPAL'S REQUEST 25,337 5K RUN/WALK 12,029 FIELD DAY 1,000 TEACHER APPRECIATION 1,739 YEARBOOK 7,340 SCHOOL DANCE 840 SPONSORSHIPS 541 BACK TO SCHOOL BASH 4,842 RAFFLE 3,013 ART 160 STAFF X-MAS 7,700 SPIRIT WEAR 9,894 PERFECT ATTENDANCE 105 INSURANCE 135 OFFICE SUPPLIES 181 DUES 44 TOTAL 91,939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ARTS COUNCIL TEACHER APPRECIATION SPONSORSHIPS SPECIAL NEEDS REWARDS PERFECT ATTENDANCE DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY SHEARER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUR OAKS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561954766
ReturnHeader/Filer/USAddress/AddressLine10180 HATCHER STREET
ReturnHeader/Filer/USAddress/City0FOUR OAKS
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027524
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561591753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HONEYCUTT & GRADY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10301 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FOUR OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027524
ReturnHeader/PreparerPersonGrp/PhoneNum09199632147
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY M GRADY CPA
ReturnHeader/ReturnTs02015-03-27T11:25:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
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
$8,590
Liabilities
-
Net assets
$8,590
Revenue
$88,534
Expenses
$92,189
Net income
-$3,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.2$44.2$56.3$65.6$9.27
2023Summary only. Only limited summary data is available for this year.$53.5$0.00$64.3$41.5$22.8
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$30.7$47.1$23.9$23.2
2021Detailed filing. Detailed filing data is available for this year.$7.47$7.47$18.8$43.2$24.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$31.9$96.1$83.9$12.3
2019Detailed filing. Detailed filing data is available for this year.$19.6$19.6$68.3$58.7$9.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$10.0$60.3$63.2$2.92
2017Summary only. Only limited summary data is available for this year.$12.9$0.00$58.2$56.2$1.99
2016Detailed filing. Detailed filing data is available for this year.$10.9$10.9$72.7$71.8$0.84
2015Detailed filing. Detailed filing data is available for this year.$10.1$10.1$87.1$85.6$1.52
2014Detailed filing. Detailed filing data is available for this year.$8.59$8.59$88.5$92.2$3.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$12.2$92.9$90.6$2.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$10.0$58.5$57.3$1.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.79$8.79$51.2$55.7$4.53