Civic Intelligence

PTA Nc Cong Mcgees Xrds Elem PTA

990EZ • Fiscal year 2021 • EIN 56-2089622

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 20, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

2061%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Down

$10,904

Down $2,783 (-20%) from 2020

Net Assets

Down

$10,904

Down $2,783 (-20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

-$135

Down $32,537 (-100%) from 2020

Expenses

Down

$2,648

Down $30,724 (-92%) from 2020

Net Income

Down

-$2,783

Down $1,813 (-187%) from 2020

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

2021

Assets$10,904
Liabilities$0
Net Assets$10,904

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

2021

Revenue-$135
Expenses$2,648
Net Income-$2,783
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 20, 2021
Return Version
2020v4.1
Gross Receipts
$25,292
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 TECHNOLOGY IMPROVEMENTS IN CLASSROOMS$7,099-
PROVIDE SUPPLIES TO CLASSROOMS INCLUDING AGENDAS AND COMMUNICATION FOLDERS$3,281-
PROVIDE WATER SYSTEM FOR TEACHERS$732-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER FLOYDV-President-$0--
MEREDITH TOLARPresident-$0--
ABBIE POPETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Funrun$24,584$24,584-$24,584
Retail Progr$274$274-$274
Total Events$24,934$24,934-$24,934
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
Abby Pope
Title
President
Phone
9198947161
Signed
2021-08-20
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 activity media grantee mcgees crossroads elem school street 10330 hwy 50 n city, state, zip angier, nc 27501relationship school

Description of other expenses Part I line 16

Description amountinsurance 355hospitality/teacher appreciation 1,735office expense 145pta national/state dues 188

Raw XML Appendix165 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/PersonNm0ABBIE POPE
IRS990EZ/BooksInCareOfDetail/PhoneNum09198947161
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010330 HWY 50 N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANGIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013687
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010904
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2783
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013687
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010904
IRS990EZ/FundraisingGrossIncomeAmt024934
IRS990EZ/GrossReceiptsAmt025292
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0258
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013687
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010904
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013687
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010904
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/PersonNm0JENNIFER FLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEREDITH TOLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ABBIE POPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0V-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02423
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION OF CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TECHNOLOGY IMPROVEMENTS IN CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPLIES TO CLASSROOMS INCLUDING AGENDAS AND COMMUNICATION FOLDERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE WATER SYSTEM FOR TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07099
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13281
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2732
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025427
IRS990EZ/SpecialEventsNetIncomeLossAmt0-493
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02648
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0-135
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068518
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt071984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0287179
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0295314
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074719
IRS990ScheduleA/Total509Grp/TotalAmt0295314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074719
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0295314
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNRUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RETAIL PROGR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024934
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024934
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SUPPORT AND ASSISTANCE GRANTEE MCGEES CROSSROADS ELEM SCHOOL STREET 10330 HWY 50 N CITY, STATE, ZIP ANGIER, NC 27501RELATIONSHIP SCHOOL ACTIVITY MEDIA GRANTEE MCGEES CROSSROADS ELEM SCHOOL STREET 10330 HWY 50 N CITY, STATE, ZIP ANGIER, NC 27501RELATIONSHIP SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 355HOSPITALITY/TEACHER APPRECIATION 1,735OFFICE EXPENSE 145PTA NATIONAL/STATE DUES 188
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ABBY POPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198947161
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-20
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/PreparationDt02021-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly M Cooke
ReturnHeader/ReturnTs02021-09-01T14:43:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ABBY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POPE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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