Civic Intelligence

Bradley Middle School PTA

EIN 56-2095259 • 501(c)3 • Huntersville, NC

Profile

Child Advocacy/Education

13345 Beatties Ford RoadHuntersville, NC 28078

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

28th percentile

-28%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

34th percentile

-19%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$17,214

Down $6,627 (-28%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

$17,214

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Down

$26,752

Down $6,380 (-19%) from 2018

Expenses

Down

$33,379

Down $1,924 (-5.4%) from 2018

Net Income

Down

-$6,627

Down $4,456 (-205%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2019

Assets$17,214
Liabilities$0
Net Assets$17,214
Open 2019 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest 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

2019

Revenue$26,752
Expenses$33,379
Net Income-$6,627
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,214
Liabilities
$0
Net assets
$17,214
Revenue
$26,752
Expenses
$33,379
Net income
-$6,627
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Gross Receipts
$61,409
Mission and Program Overview

Mission

Child Advocacy/Education

Program Services

DescriptionGrantsExpenses
School Support: Teacher & Staff Appreciation,Hospitality,Technology, Spirit,Beautification, Incentives$0$15,647
Academic Support: Reading Programs,Cultural Programs,Books,Instructional Programs.$0$7,168
Student Support: Honor Roll, Recognition Programs,Physical Activity$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan VidarteTreasurerPT$0--
Carri RadfordPresidentPT$0--
Crystal McArdleVice PresidentPT$0--
Kristen SiglerVice PresidentPT$0--
Wendy ShawSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Back to School Raffle$18,180$18,180$10,121$8,059
Spirit Wear$13,817$13,817$10,614$3,203
Total Events$44,569$44,569$24,167$20,402
Filing and Contact Details

Filer

Filer Name
Bradley Middle School PTA
EIN
56-2095259
Phone
9803435750
Address
13345 Beatties Ford Road, Huntersville, NC 28078

Signing Officer

Name
Susan Vidarte
Title
Treasurer
Phone
9803435750
Signed
2020-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Russell & Company
Address
8812 Bellhaven Blvd, Charlotte, NC 28214
Preparer
Thomas W Russell Jr
Phone
7043935462
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Academic Support 7168.”

Form 990EZ, Part I, Line 16

“School Support 15647.”

Form 990EZ, Part I, Line 16

“Student Support 0.”

Form 990EZ, Part I, Line 16

“Insurance 425.”

Form 990EZ, Part I, Line 16

“Professional Fees 495.”

Form 990EZ, Part I, Line 16

“PTA Dues 1619.”

Form 990EZ, Part I, Line 16

“Supplies,Copies,Postage,etc 1195.”

Form 990EZ, Part I, Line 16

“Educational Materials 6534.”

Form 990EZ, Part I, Line 16

“Returned Checks 296.”

Raw XML Appendix213 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/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt018
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Vidarte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carri Radford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Crystal McArdle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristen Sigler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Wendy Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033379
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy/Education
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Support: Teacher & Staff Appreciation,Hospitality,Technology, Spirit,Beautification, Incentives
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Support: Honor Roll, Recognition Programs,Physical Activity
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115647
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt034657
IRS990EZ/SpecialEventsNetIncomeLossAmt024439
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033379
IRS990EZ/TotalProgramServiceExpensesAmt022815
IRS990EZ/TotalRevenueAmt026752
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Sales Tax Refund 2014: 378. 2015: 90. 2016: 0. 2017: 0. 2018: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053340
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0378
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0468
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99820
IRS990ScheduleA/PublicSupportPY509Pct00.99590
IRS990ScheduleA/PublicSupportTotal509Amt0259899
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt0259899
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260367
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024167
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Back to School Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Wear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012572
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012572
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03432
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024167
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010121
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010614
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Academic Support 7168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Support 15647.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Support 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Professional Fees 495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Dues 1619.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies,Copies,Postage,etc 1195.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Educational Materials 6534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Returned Checks 296.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Vidarte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435750
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bradley Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0BRAD
ReturnHeader/Filer/EIN0562095259
ReturnHeader/Filer/PhoneNum09803435750
ReturnHeader/Filer/USAddress/AddressLine1Txt013345 Beatties Ford Road
ReturnHeader/Filer/USAddress/CityNm0Huntersville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.0.116.29
ReturnHeader/FilingSecurityInformation/IPDt02020-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:26:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Russell & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08812 Bellhaven Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028214
ReturnHeader/PreparerPersonGrp/PhoneNum07043935462
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas W Russell Jr
ReturnHeader/ReturnTs02020-05-14T16:26:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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