Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2014 • EIN 56-2095259

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 17, 2014

Organization ProfileN/A
13345 Beatties Ford RoadHuntersville, NC 28078

(980) 343-5750

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

9.9%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

51%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$5,400

Up $1,835 (+51%) from 2013

Net Assets

Up

$5,400

Up $1,835 (+51%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin64th percentile

Revenue

Down

$18,465

Down $8,269 (-31%) from 2013

Expenses

Down

$16,630

Down $17,774 (-52%) from 2013

Net Income

Up

$1,835

Up $9,505 (+124%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30K$20K$10K$0Assets 2012: $11,235Liabilities 2012: $0Net Assets 2012: $11,2352012Assets 2013: $3,565Liabilities 2013: $0Net Assets 2013: $3,5652013Assets 2014: $5,400Liabilities 2014: $0Net Assets 2014: $5,4002014Assets 2015: $4,453Liabilities 2015: $0Net Assets 2015: $4,4532015Assets 2016: $17,858Liabilities 2016: $02016Assets 2017: $26,012Liabilities 2017: $02017Assets 2018: $23,841Liabilities 2018: $02018Assets 2019: $17,214Liabilities 2019: $0Net Assets 2019: $17,2142019

Highlighted filing

2014

Assets$5,400
Liabilities$0
Net Assets$5,400
Open 2014 Filing

Operations Trend

Revenue Growth16th percentile

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

$40K$20K$0-$20KRevenue 2012: $31,857Expenses 2012: $28,374Net Income 2012: $3,4832012Revenue 2013: $26,734Expenses 2013: $34,404Net Income 2013: -$7,6702013Revenue 2014: $18,465Expenses 2014: $16,630Net Income 2014: $1,8352014Revenue 2015: $14,625Expenses 2015: $15,572Net Income 2015: -$9472015Revenue 2016: $24,098Expenses 2016: $10,693Net Income 2016: $13,4052016Revenue 2017: $35,516Expenses 2017: $27,361Net Income 2017: $8,1552017Revenue 2018: $33,132Expenses 2018: $35,303Net Income 2018: -$2,1712018Revenue 2019: $26,752Expenses 2019: $33,379Net Income 2019: -$6,6272019

Highlighted filing

2014

Revenue$18,465
Expenses$16,630
Net Income$1,835
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 17, 2014
Return Version
2013v3.1
Gross Receipts
$37,924
Mission and Program Overview

Mission

Child Advocacy/Education

Child AdvocacyEducation

Program Services

DescriptionGrantsExpenses
Academic Support Reading Cultural programs including band and orchestrial instrutional classes-$7,371
School Support School Spirist Teacher and Staff appreciation Hospitatlity and technology support-$4,880
Student Support Physical Activity Honor Roll recognition programs-$2,998
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie OgdenPresidentPT$0--
Debbie DavidsonVP MembershipPT$0--
Lori DeraFundraising ChairPT$0--
Sandra GunthorpeTreasurerPT$0--
Jonnie PutneyCo-Chair FundraisingPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$20,239$20,239$11,310$8,929
Event 1$11,188$11,188$8,149$3,039
Total Events$35,379$35,379$19,459$15,920
Filing and Contact Details

Filer

EIN
56-2095259

Signing Officer

Name
Sandra Gunthorpe
Title
Treasurer
Phone
9803435750
Signed
2014-09-17
Discuss with paid preparer
No

Preparer

Preparer
Venus Moore
Phone
9808197431
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSales Tax Refund 535”

Description of other expenses Part I line 16

“Description AmountPTA Dues 1,382School Support 4,880Academic Support 7,371Student Recognition 2,998Rounding (1)”

Raw XML Appendix177 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/BooksInCareOfDetail/PersonNm0Sandra Gunthorpe
IRS990EZ/BooksInCareOfDetail/PhoneNum09803435750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1013345 BEATTIES FORD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0Huntersville
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03565
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05400
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01835
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt05400
IRS990EZ/FundraisingGrossIncomeAmt035379
IRS990EZ/GrossReceiptsAmt037924
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02010
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03565
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05400
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03565
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Debbie Ogden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debbie Davidson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lori Dera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sandra Gunthorpe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jonnie Putney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Fundraising Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Chair Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt016630
IRS990EZ/OtherRevenueTotalAmt0535
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child AdvocacyEducation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Academic Support Reading Cultural programs including band and orchestrial instrutional classes
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Support School Spirist Teacher and Staff appreciation Hospitatlity and technology support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Support Physical Activity Honor Roll recognition programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07371
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14880
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22998
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019459
IRS990EZ/SpecialEventsNetIncomeLossAmt015920
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016630
IRS990EZ/TotalProgramServiceExpensesAmt015249
IRS990EZ/TotalRevenueAmt018465
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248316
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0535
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt088
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0444
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0947
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0157
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02171
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99190
IRS990ScheduleA/PublicSupportPY509Pct00.99450
IRS990ScheduleA/PublicSupportTotal509Amt0266915
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065266
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052790
IRS990ScheduleA/Total509Grp/TotalAmt0266915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052947
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0269086
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019459
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035379
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035379
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Catalog Sale
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015920
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019459
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08149
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011310
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSales Tax Refund 535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPTA Dues 1,382School Support 4,880Academic Support 7,371Student Recognition 2,998Rounding (1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra Gunthorpe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435750
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10BRADLEY MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BRAD
ReturnHeader/Filer/EIN0562095259
ReturnHeader/Filer/USAddress/AddressLine1013345 BEATTIES FORD ROAD
ReturnHeader/Filer/USAddress/City0Huntersville
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262391131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10VENUS L MOORE CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010400 MALLARD CREEK RD STE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028262
ReturnHeader/PreparerPersonGrp/PhoneNum09808197431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Venus Moore
ReturnHeader/ReturnTs02014-09-17T14:19:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,400
Liabilities
$0
Net assets
$5,400
Revenue
$18,465
Expenses
$16,630
Net income
$1,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$26.8$33.4$6.63
2018Summary only. Only limited summary data is available for this year.$23.8$0.00$33.1$35.3$2.17
2017Summary only. Only limited summary data is available for this year.$26.0$0.00$35.5$27.4$8.16
2016Summary only. Only limited summary data is available for this year.$17.9$0.00$24.1$10.7$13.4
2015Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$14.6$15.6$0.95
2014Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$18.5$16.6$1.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.00$3.57$26.7$34.4$7.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.00$11.2$31.9$28.4$3.48