Civic Intelligence

PTA Nc Cong Mcgees Xrds Elem PTA

990EZ • Fiscal year 2018 • EIN 56-2089622

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 01, 2018

Organization ProfileN/A
10330 Hwy 50 NAngier, NC 27501

(336) 971-4251

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-50%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$6,571

Down $6,577 (-50%) from 2017

Net Assets

Down

$6,571

Down $6,577 (-50%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Down

$27,851

Down $3,376 (-11%) from 2017

Expenses

Down

$34,428

Down $7,265 (-17%) from 2017

Net Income

Up

-$6,577

Up $3,889 (+37%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$6,571
Liabilities$0
Net Assets$6,571
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$27,851
Expenses$34,428
Net Income-$6,577
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 1, 2018
Return Version
2017v2.2
Gross Receipts
$61,651
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 UPGRADED PLAYGROUND EQUIPMENT TO ENSURE STUDENT SAFETY-$13,893
PROVIDE CULTURAL AND ENVIRONMENTAL PROGRAMMING WITHIN THE SCHOOL TO ENRICH THE LEARNING EXPERIENCES OF THE STUDENTS-$3,222
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MISSY MABRYPresident-$0--
MISTY B BYRDV-President-$0--
SARAH POLINGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$28,778$28,778-$28,778
Total Events$41,751$41,751-$41,751
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
Sarah Poling
Title
Treasurer
Phone
3369714251
Signed
2018-08-01
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 6,817activity playground equipment grantee mcgees crossroads elem school street 10330 hwy 50 n city, state, zip angier, nc 27501relationship school amount 13,893”

Description of other expenses Part I line 16

“Description amountinsurance 215hospitality/teacher appreciation 3,142office expense 146pta national/state dues 900teacher reimbursements 5,781agendas 3,247bank fees 62”

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/PersonNm0SARA POLING
IRS990EZ/BooksInCareOfDetail/PhoneNum03369714251
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt098 CYPRESS RIDGE WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILLOW SPRING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013148
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06571
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0575
IRS990EZ/CostOfGoodsSoldAmt013557
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6577
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013148
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06571
IRS990EZ/FundraisingGrossIncomeAmt041751
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020710
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04371
IRS990EZ/GrossReceiptsAmt061651
IRS990EZ/GrossSalesOfInventoryAmt017928
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01397
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013148
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06571
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013148
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06571
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MISSY MABRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MISTY B BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH POLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt013493
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION OF CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE UPGRADED PLAYGROUND EQUIPMENT TO ENSURE STUDENT SAFETY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CULTURAL AND ENVIRONMENTAL PROGRAMMING WITHIN THE SCHOOL TO ENRICH THE LEARNING EXPERIENCES OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013893
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13222
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020243
IRS990EZ/SpecialEventsNetIncomeLossAmt021508
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034428
IRS990EZ/TotalProgramServiceExpensesAmt017115
IRS990EZ/TotalRevenueAmt027851
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0331270
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0341062
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059697
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072476
IRS990ScheduleA/Total509Grp/TotalAmt0341062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072476
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341062
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028778
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028778
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041751
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041751
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SUPPORT AND ASSISTANCE GRANTEE MCGEES CROSSROADS ELEM SCHOOL STREET 10330 HWY 50 N CITY, STATE, ZIP ANGIER, NC 27501RELATIONSHIP SCHOOL AMOUNT 6,817ACTIVITY PLAYGROUND EQUIPMENT GRANTEE MCGEES CROSSROADS ELEM SCHOOL STREET 10330 HWY 50 N CITY, STATE, ZIP ANGIER, NC 27501RELATIONSHIP SCHOOL AMOUNT 13,893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 215HOSPITALITY/TEACHER APPRECIATION 3,142OFFICE EXPENSE 146PTA NATIONAL/STATE DUES 900TEACHER REIMBURSEMENTS 5,781AGENDAS 3,247BANK FEES 62
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH POLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03369714251
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D3890F83999BB9CB16079B7B7AA9CC36E96905C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D3890F83999BB9CB16079B7B7AA9CC36E96905C7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06967352018213iw2vcpk
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.182.219.121
ReturnHeader/FilingSecurityInformation/IPDt02018-08-01
ReturnHeader/FilingSecurityInformation/IPTm009:44:51
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/PreparationDt02018-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Cooke Lemons
ReturnHeader/ReturnTs02018-08-01T09:43:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,571
Liabilities
$0
Net assets
$6,571
Revenue
$27,851
Expenses
$34,428
Net income
-$6,577
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