Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 56-2095259

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 31, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$4,453

Down $947 (-18%) from 2014

Net Assets

Down

$4,453

Down $947 (-18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin28th percentile

Revenue

Down

$14,625

Down $3,840 (-21%) from 2014

Expenses

Down

$15,572

Down $1,058 (-6.4%) from 2014

Net Income

Down

-$947

Down $2,782 (-152%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2015

Assets$4,453
Liabilities$0
Net Assets$4,453
Open 2015 Filing

Operations Trend

Revenue Growth23rd 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

2015

Revenue$14,625
Expenses$15,572
Net Income-$947
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 31, 2015
Return Version
2014v5.0
Gross Receipts
$28,193
Mission and Program Overview

Mission

Child Advocacy/Education

Child AdvocacyEducation

Program Services

DescriptionGrantsExpenses
Academic Support Reading Cultural programs including band and orchestrial instrutional classes-$9,343
School Support School Spirist Teacher and Staff appreciation Hospitatlity and technology support-$4,509
Student Support Physical Activity Honor Roll recognition programs-$690
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tiffany DixonPresidentPT$0--
Sarah Jo BiancofioreVP MembershipPT$0--
Johnesta WoodVP FundraisingPT$0--
Shanon GerlandTreasurerPT$0--
Angela WilsonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Catalog Sale----
Filing and Contact Details

Filer

Filer Name
Bradley Middle School Pta
EIN
56-2095259
Address
13345 BEATTIES FORD ROAD, Huntersville, NC 28078

Signing Officer

Name
Shanon Gerland
Title
Treasurer
Phone
9803435750
Signed
2015-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Venus L Moore CPA Pllc
Address
10400 MALLARD CREEK RD STE 230, Charlotte, NC 28262
Preparer
Venus Moore
Phone
9808197431
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPTA Dues 1,030School Support 4,509Academic Support 9,343Student Recognition 690”

Raw XML Appendix161 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/PersonNm0Shanon Gerland
IRS990EZ/BooksInCareOfDetail/PhoneNum09803435750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013345 BEATTIES FORD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Huntersville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04453
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-947
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt026644
IRS990EZ/GrossReceiptsAmt028193
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01549
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04453
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04453
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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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/PersonNm0Tiffany Dixon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Jo Biancofiore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Johnesta Wood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shanon Gerland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Angela Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015572
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/ProgramServiceExpensesAmt09343
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14509
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2690
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013568
IRS990EZ/SpecialEventsNetIncomeLossAmt013076
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015572
IRS990EZ/TotalProgramServiceExpensesAmt014542
IRS990EZ/TotalRevenueAmt014625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0225899
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0378
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0535
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0444
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0947
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02392
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99020
IRS990ScheduleA/PublicSupportPY509Pct00.99000
IRS990ScheduleA/PublicSupportTotal509Amt0241940
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065266
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057097
IRS990ScheduleA/Total509Grp/TotalAmt0241940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058044
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0244332
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Catalog Sale
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPTA Dues 1,030School Support 4,509Academic Support 9,343Student Recognition 690
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shanon Gerland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435750
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRADLEY MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BRAD
ReturnHeader/Filer/EIN0562095259
ReturnHeader/Filer/USAddress/AddressLine1Txt013345 BEATTIES FORD ROAD
ReturnHeader/Filer/USAddress/CityNm0Huntersville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262391131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VENUS L MOORE CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010400 MALLARD CREEK RD STE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028262
ReturnHeader/PreparerPersonGrp/PhoneNum09808197431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Venus Moore
ReturnHeader/ReturnTs02015-08-20T15:04:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,453
Liabilities
$0
Net assets
$4,453
Revenue
$14,625
Expenses
$15,572
Net income
-$947
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