Civic Intelligence

PTA Nc Cong Mcgees Xrds Elem PTA

990EZ • Fiscal year 2019 • EIN 56-2089622

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 28, 2019

10330 Hwy 50 NAngier, NC 27501

(919) 894-7161

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

123%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

2.7%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$14,657

Up $8,086 (+123%) from 2018

Net Assets

Up

$14,657

Up $8,086 (+123%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$28,594

Up $743 (+2.7%) from 2018

Expenses

Down

$20,508

Down $13,920 (-40%) from 2018

Net Income

Up

$8,086

Up $14,663 (+223%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$14,657
Liabilities$0
Net Assets$14,657

Operations Trend

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

2019

Revenue$28,594
Expenses$20,508
Net Income$8,086
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 28, 2019
Return Version
2018v3.1
Gross Receipts
$64,031
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 TEACHER SUPPLEMENTS TO PURCHASE CLASSROOM SUPPLIES-$5,251
PROVIDE CULTURAL AND ENVIRONMENTAL PROGRAMMING WITHIN THE SCHOOL TO ENRICH THE LEARNING EXPERIENCES OF THE STUDENTS-$3,795
Compensation and Service Providers

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$32,311$32,311-$32,311
Book Fair$19,163$19,163-$19,163
Total Events$62,064$62,064-$62,064
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
Misty Mabry
Title
President
Phone
9198947161
Signed
2019-09-28
Discuss with paid preparer
No

Preparer

Firm
Norris & Cooke Accounting Inc
Address
201 S Bright Leaf Blvd Ste 1, Smithfield, NC 27577
Preparer
Kelly M Cooke
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 5,251activity media grantee mcgees crossroads elem school street 10330 hwy 50 n city, state, zip angier, nc 27501relationship school amount 3,795

Description of other expenses Part I line 16

Description amountinsurance 355hospitality/teacher appreciation 3,018office expense 291pta national/state dues 740artists in schools 3,000agendas 2,966bank fees 80recess relay 787

Raw XML Appendix164 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/PersonNm0SARAH POLING
IRS990EZ/BooksInCareOfDetail/PhoneNum09198947161
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010330 HWY 50 N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANGIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06571
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0670
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08086
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06571
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014657
IRS990EZ/FundraisingGrossIncomeAmt062063
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09046
IRS990EZ/GrossReceiptsAmt064031
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01298
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06571
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014657
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06571
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014657
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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/OtherExpensesTotalAmt011237
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION OF CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TEACHER SUPPLEMENTS TO PURCHASE CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CULTURAL AND ENVIRONMENTAL PROGRAMMING WITHIN THE SCHOOL TO ENRICH THE LEARNING EXPERIENCES OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05251
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13795
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035437
IRS990EZ/SpecialEventsNetIncomeLossAmt026626
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020508
IRS990EZ/TotalProgramServiceExpensesAmt09046
IRS990EZ/TotalRevenueAmt028594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0322377
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0332617
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059697
IRS990ScheduleA/Total509Grp/TotalAmt0332617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059697
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0332617
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032311
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032311
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062064
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062064
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SUPPORT AND ASSISTANCE GRANTEE MCGEES CROSSROADS ELEM SCHOOL STREET 10330 HWY 50 N CITY, STATE, ZIP ANGIER, NC 27501RELATIONSHIP SCHOOL AMOUNT 5,251ACTIVITY MEDIA GRANTEE MCGEES CROSSROADS ELEM SCHOOL STREET 10330 HWY 50 N CITY, STATE, ZIP ANGIER, NC 27501RELATIONSHIP SCHOOL AMOUNT 3,795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 355HOSPITALITY/TEACHER APPRECIATION 3,018OFFICE EXPENSE 291PTA NATIONAL/STATE DUES 740ARTISTS IN SCHOOLS 3,000AGENDAS 2,966BANK FEES 80RECESS RELAY 787
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MISTY MABRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198947161
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-28
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/FederalOriginalSubmissionId06967352019312prqetpr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.182.219.121
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTm010:16:58
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/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly M Cooke
ReturnHeader/ReturnTs02019-11-06T11:23:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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