Civic Intelligence

PTA Nc Cong Mcgees Xrds Elem PTA

990EZ • Fiscal year 2016 • EIN 56-2089622

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 30, 2016

Organization ProfileN/A
10330 Hwy 50 NAngier, NC 27501

(919) 523-5937

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$23,614

Up $906 (+4.0%) from 2015

Net Assets

Up

$23,614

Up $906 (+4.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin49th percentile

Revenue

Up

$32,712

Up $6,367 (+24%) from 2015

Expenses

Up

$31,806

Up $6,778 (+27%) from 2015

Net Income

Down

$906

Down $411 (-31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$80K$60K$40K$20K$0Assets 2012: $19,004Liabilities 2012: $02012Assets 2013: $11,594Liabilities 2013: $02013Assets 2014: $21,391Liabilities 2014: $02014Assets 2015: $22,708Liabilities 2015: $0Net Assets 2015: $22,7082015Assets 2016: $23,614Liabilities 2016: $0Net Assets 2016: $23,6142016Assets 2017: $13,148Liabilities 2017: $0Net Assets 2017: $13,1482017Assets 2018: $6,571Liabilities 2018: $0Net Assets 2018: $6,5712018Assets 2019: $14,657Liabilities 2019: $0Net Assets 2019: $14,6572019Assets 2020: $13,687Liabilities 2020: $0Net Assets 2020: $13,6872020Assets 2021: $10,904Liabilities 2021: $0Net Assets 2021: $10,9042021Assets 2022: $32,207Liabilities 2022: $0Net Assets 2022: $32,2072022Assets 2023: $29,864Liabilities 2023: $0Net Assets 2023: $29,8642023Assets 2024: $50,920Net Assets 2024: $50,9202024Assets 2025: $64,226Net Assets 2025: $64,2262025

Highlighted filing

2016

Assets$23,614
Liabilities$0
Net Assets$23,614
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $24,063Expenses 2012: $26,077Net Income 2012: -$2,0142012Revenue 2013: $18,467Expenses 2013: $25,877Net Income 2013: -$7,4102013Revenue 2014: $37,500Expenses 2014: $27,703Net Income 2014: $9,7972014Revenue 2015: $26,345Expenses 2015: $25,028Net Income 2015: $1,3172015Revenue 2016: $32,712Expenses 2016: $31,806Net Income 2016: $9062016Revenue 2017: $31,227Expenses 2017: $41,693Net Income 2017: -$10,4662017Revenue 2018: $27,851Expenses 2018: $34,428Net Income 2018: -$6,5772018Revenue 2019: $28,594Expenses 2019: $20,508Net Income 2019: $8,0862019Revenue 2020: $32,402Expenses 2020: $33,372Net Income 2020: -$9702020Revenue 2021: -$135Expenses 2021: $2,648Net Income 2021: -$2,7832021Revenue 2022: $29,683Expenses 2022: $8,380Net Income 2022: $21,3032022Revenue 2023: $43,240Expenses 2023: $45,583Net Income 2023: -$2,3432023Revenue 2024: $42,762Expenses 2024: $21,706Net Income 2024: $21,0562024Revenue 2025: $39,232Expenses 2025: $25,926Net Income 2025: $13,3062025

Highlighted filing

2016

Revenue$32,712
Expenses$31,806
Net Income$906
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 30, 2016
Return Version
2015v2.1
Gross Receipts
$72,518
Mission and Program Overview

Mission

Provides programs, special events, and resources for the students and staff, to promote education of children.

Promote education of children

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE FOR CLASSROOM PROGRAMS AND SUPPLIES SO THAT TEACHERS HAVE THE RESOURCES NEEDED TO HELP STUDENTS-$13,537
PROVIDE CULTURAL AND ENVIRONMENTAL PROGRAMMING WITHIN THE SCHOOL TO ENRICH THE LEARNING EXPERIENCES OF THE STUDENTS-$3,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER SOSAPresident-$0--
NANCY GIBBSV-President-$0--
KELLY WALKERTreasury-$0--
TARA SILAGYISecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$33,784$33,784-$33,784
Boxtops$3,718$3,718-$3,718
Total Events$49,135$49,135-$49,135
Filing and Contact Details

Filer

Filer Name
Pta Nc Cong Mcgees Xrds Elem Pta
EIN
56-2089622
Address
10330 HWY 50 N, ANGIER, NC 27501

Signing Officer

Name
Heather Sosa
Title
President
Signed
2016-08-30
Discuss with paid preparer
No

Preparer

Firm
Norris & Cooke Accounting Inc
Address
201 S Bright Leaf Blvd Ste 1, Smithfield, NC 27577
Preparer
Kelly Cooke Lemons
Phone
9199347675
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity support and assistance grantee mcgees crossroads elem school street 10330 hwy 50 n city, state, zip angier, nc 27501relationship school amount 16,537”

Description of other expenses Part I line 16

“Description amountinsurance 355hospitality/teacher appreciation 1,804office expense 173pta national/state dues 876teacher reimbursements 6,213agendas 5,581bank fees 47”

Raw XML Appendix162 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/PersonNm0KELLY WALKER
IRS990EZ/BooksInCareOfDetail/PhoneNum09195235937
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0295 SADDLE RIDGE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILLOW SPRING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022708
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023614
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01090
IRS990EZ/CostOfGoodsSoldAmt012427
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0906
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0220
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022708
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023614
IRS990EZ/FundraisingGrossIncomeAmt049135
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016537
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08771
IRS990EZ/GrossReceiptsAmt072518
IRS990EZ/GrossSalesOfInventoryAmt021198
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01095
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022708
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023614
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022708
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023614
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER SOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY GIBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TARA SILAGYI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015049
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION OF CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE FOR CLASSROOM PROGRAMS AND SUPPLIES SO THAT TEACHERS HAVE THE RESOURCES NEEDED TO HELP STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CULTURAL AND ENVIRONMENTAL PROGRAMMING WITHIN THE SCHOOL TO ENRICH THE LEARNING EXPERIENCES OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013537
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027379
IRS990EZ/SpecialEventsNetIncomeLossAmt021756
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031806
IRS990EZ/TotalProgramServiceExpensesAmt016537
IRS990EZ/TotalRevenueAmt032712
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt070333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0318411
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0325781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059697
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057850
IRS990ScheduleA/Total509Grp/TotalAmt0325781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057850
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325781
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOXTOPS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049135
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049135
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SUPPORT AND ASSISTANCE GRANTEE MCGEES CROSSROADS ELEM SCHOOL STREET 10330 HWY 50 N CITY, STATE, ZIP ANGIER, NC 27501RELATIONSHIP SCHOOL AMOUNT 16,537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 355HOSPITALITY/TEACHER APPRECIATION 1,804OFFICE EXPENSE 173PTA NATIONAL/STATE DUES 876TEACHER REIMBURSEMENTS 6,213AGENDAS 5,581BANK FEES 47
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER SOSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC CONG MCGEES XRDS ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0562089622
ReturnHeader/Filer/USAddress/AddressLine1Txt010330 HWY 50 N
ReturnHeader/Filer/USAddress/CityNm0ANGIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471964833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Cooke Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S Bright Leaf Blvd Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027577
ReturnHeader/PreparerPersonGrp/PhoneNum09199347675
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Cooke Lemons
ReturnHeader/ReturnTs02016-08-30T14:15:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,614
Liabilities
$0
Net assets
$23,614
Revenue
$32,712
Expenses
$31,806
Net income
$906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$64.2$64.2$39.2$25.9$13.3
2024Detailed filing. Detailed filing data is available for this year.$50.9$50.9$42.8$21.7$21.1
2023Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$43.2$45.6$2.34
2022Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$29.7$8.38$21.3
2021Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.14$2.65$2.78
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$32.4$33.4$0.97
2019Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$28.6$20.5$8.09
2018Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$27.9$34.4$6.58
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$31.2$41.7$10.5
2016Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$32.7$31.8$0.91
2015Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$26.3$25.0$1.32
2014Summary only. Only limited summary data is available for this year.$21.4$0.00$37.5$27.7$9.80
2013Summary only. Only limited summary data is available for this year.$11.6$0.00$18.5$25.9$7.41
2012Summary only. Only limited summary data is available for this year.$19.0$0.00$24.1$26.1$2.01