Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2022 • EIN 56-2036270

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 06, 2022

110 Brown RoadKernersville, NC 27284

(336) 703-4255

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Net Margin

61st percentile

23%

Higher net margin than 61% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

Up

$22,146

Up $7,400 (+50%) from 2018

Net Assets

$22,146

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$34,310

Down $7,937 (-19%) from 2018

Expenses

Down

$26,283

Down $16,186 (-38%) from 2018

Net Income

Up

$8,027

Up $8,249 (+3716%) from 2018

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2014: $3,408Liabilities 2014: $02014Assets 2018: $14,746Liabilities 2018: $02018Assets 2022: $22,146Liabilities 2022: $0Net Assets 2022: $22,1462022Assets 2023: $20,686Liabilities 2023: $0Net Assets 2023: $20,6862023Assets 2024: $25,099Liabilities 2024: $0Net Assets 2024: $25,0992024Assets 2025: $28,054Liabilities 2025: $0Net Assets 2025: $28,0542025

Highlighted filing

2022

Assets$22,146
Liabilities$0
Net Assets$22,146

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2014: $10,817Expenses 2014: $19,604Net Income 2014: -$8,7872014Revenue 2018: $42,247Expenses 2018: $42,469Net Income 2018: -$2222018Revenue 2022: $34,310Expenses 2022: $26,283Net Income 2022: $8,0272022Revenue 2023: $38,344Expenses 2023: $39,804Net Income 2023: -$1,4602023Revenue 2024: $35,678Expenses 2024: $31,265Net Income 2024: $4,4132024Revenue 2025: $55,783Expenses 2025: $52,829Net Income 2025: $2,9542025

Highlighted filing

2022

Revenue$34,310
Expenses$26,283
Net Income$8,027
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 6, 2022
Return Version
2021v4.0
Gross Receipts
$73,016
Mission and Program Overview

Mission

Provide financial assistance to education / school

Program Services

DescriptionGrantsExpenses
REQUESTED PERMIT TO CONSTRUCT OUTDOOR CLASSROOM FOR USE BY ALL 700 PLUS STUDENTS. FUNDED FOR CONTRACTOR AND CEMENT TO BE POORED. ADDTIONAL ITEMS TO BE ADDED THE FOLLOWING SCHOOL YEAR.$0$11,176
HOSPITALITY TO APPRECIATE TEACHERS STAFF AND FAMILIES THROUGHOUT THE YEAR.$0$3,016
SOCIAL FOR EACH GRADE LEVEL INCLUDING GAMES ACTIVITIES REFRESHMENTS MUSIC.$0$2,333
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBYN HEFFERINGPresidentPT$0--
CAITLIN PRICEVice President-$0--
KENDA BLACKWELLTreasurerPT$0--
ASHLEY PADGETTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Worlds Finest Chocolate Sale$30,665$30,665$17,260$13,405
Total Events$30,665$30,665$17,260$13,405
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-2036270
Phone
3367034255
Address
110 BROWN ROAD, KERNERSVILLE, NC 27284

Signing Officer

Name
Jamie Phillips
Title
PTA Treasurer
Phone
3363312499
Signed
2022-11-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^STATE AND NATIONAL DUES;856^Total;856^

Form 990-EZ, Part I, Line 16

Description;Amount^BANK CHARGES AND RETURNED CHECKS;285|BATHROOM ENCOURAGEMENT POSTERS;420|CHEDDARUP SUBSCRIPTION DUES;360|EMPLOYEES OF THE YEAR FOR 20 AND 21 AND 21 AND 22 3 STAFF PER YEAR 200;1200|FIELD DAY;1970|FIELD TRIPS;837|GRADE LEVEL SOCIALS;2333|HOSPITALITY;3016|NATIONAL AND STATE PTA DUES;856|PRIZES FOR EOG TESTING;607|QUICKBOOKS SUBSCRIPTION;755|STAFF BIRTHDAY TREATS;172|STUDENT OF THE MONTH TSHIRTS;255|PRESIDENT SPECIAL PROJECT GIFTS FOR STAFF AND STUDENT FAMILY IN NEED;200|PRESIDENT SPEICAL PROJECT CUSTODIAL APPRECIATION;125|BOOK FAIR;154|FILM FESTIVAL AWARDS;138|OUTDOOR LEARNING SPACE PERMIT CONTRACTOR CONCRETE;11176|END OF YEAR CELEBRATION ICE CREAM TRUCK;1354^Total;26213^

Raw XML Appendix189 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum03363312499
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 BROWN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KERNERSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027284
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014119
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
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IRS990EZ/GrossReceiptsAmt073016
IRS990EZ/GrossSalesOfInventoryAmt035206
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBYN HEFFERING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAITLIN PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENDA BLACKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY PADGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026213
IRS990EZ/OtherRevenueTotalAmt0856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL ASSISTANCE TO EDUCATION / SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt070
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REQUESTED PERMIT TO CONSTRUCT OUTDOOR CLASSROOM FOR USE BY ALL 700 PLUS STUDENTS. FUNDED FOR CONTRACTOR AND CEMENT TO BE POORED. ADDTIONAL ITEMS TO BE ADDED THE FOLLOWING SCHOOL YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOSPITALITY TO APPRECIATE TEACHERS STAFF AND FAMILIES THROUGHOUT THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL FOR EACH GRADE LEVEL INCLUDING GAMES ACTIVITIES REFRESHMENTS MUSIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011176
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13016
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22333
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019260
IRS990EZ/SpecialEventsNetIncomeLossAmt011420
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026283
IRS990EZ/TotalProgramServiceExpensesAmt016525
IRS990EZ/TotalRevenueAmt034310
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://www.wsfcs.k12.nc.us/domain/2283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029062
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt029062
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06060
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06060
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029062
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017260
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WORLDS FINEST CHOCOLATE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030665
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013405
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017260
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017260
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^STATE AND NATIONAL DUES;856^Total;856^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^BANK CHARGES AND RETURNED CHECKS;285|BATHROOM ENCOURAGEMENT POSTERS;420|CHEDDARUP SUBSCRIPTION DUES;360|EMPLOYEES OF THE YEAR FOR 20 AND 21 AND 21 AND 22 3 STAFF PER YEAR 200;1200|FIELD DAY;1970|FIELD TRIPS;837|GRADE LEVEL SOCIALS;2333|HOSPITALITY;3016|NATIONAL AND STATE PTA DUES;856|PRIZES FOR EOG TESTING;607|QUICKBOOKS SUBSCRIPTION;755|STAFF BIRTHDAY TREATS;172|STUDENT OF THE MONTH TSHIRTS;255|PRESIDENT SPECIAL PROJECT GIFTS FOR STAFF AND STUDENT FAMILY IN NEED;200|PRESIDENT SPEICAL PROJECT CUSTODIAL APPRECIATION;125|BOOK FAIR;154|FILM FESTIVAL AWARDS;138|OUTDOOR LEARNING SPACE PERMIT CONTRACTOR CONCRETE;11176|END OF YEAR CELEBRATION ICE CREAM TRUCK;1354^Total;26213^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03363312499
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0562036270
ReturnHeader/Filer/PhoneNum03367034255
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 BROWN ROAD
ReturnHeader/Filer/USAddress/CityNm0KERNERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027284
ReturnHeader/ReturnTs02022-11-06T14:07:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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No mirrored PDF or thumbnail assets are attached yet.

Filings