Civic Intelligence

PTA North Carolina Congress Hawk Ridge Elementary School PTA

990EZ • Fiscal year 2017 • EIN 56-2142189

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 18, 2017

9201 Bryant Farms RoadCharlotte, NC 28277

(980) 343-5927

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-56%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-6.7%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$34,632

Down $43,914 (-56%) from 2016

Net Assets

Down

$34,632

Down $43,914 (-56%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$188,792

Down $13,597 (-6.7%) from 2016

Expenses

Up

$233,028

Up $30,353 (+15%) from 2016

Net Income

Down

-$44,236

Down $43,950 (-15367%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $40,700Net Assets 2010: $40,7002010Assets 2011: $61,642Net Assets 2011: $61,6422011Assets 2012: $37,231Liabilities 2012: $02012Assets 2013: $63,765Liabilities 2013: $0Net Assets 2013: $63,7652013Assets 2014: $63,052Net Assets 2014: $63,0522014Assets 2015: $78,832Liabilities 2015: $0Net Assets 2015: $78,8322015Assets 2016: $78,546Liabilities 2016: $0Net Assets 2016: $78,5462016Assets 2017: $34,632Net Assets 2017: $34,6322017Assets 2018: $24,712Net Assets 2018: $24,7122018Assets 2019: $29,996Net Assets 2019: $29,9962019Assets 2020: $34,351Net Assets 2020: $34,3512020Assets 2021: $22,450Liabilities 2021: $24Net Assets 2021: $22,4262021Assets 2024: $100,120Liabilities 2024: $0Net Assets 2024: $100,1202024Assets 2025: $108,742Liabilities 2025: $0Net Assets 2025: $108,7422025

Highlighted filing

2017

Assets$34,632
Liabilities-
Net Assets$34,632

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $181,373Expenses 2010: $187,422Net Income 2010: -$6,0492010Revenue 2011: $192,992Expenses 2011: $172,050Net Income 2011: $20,9422011Revenue 2012: $167,502Expenses 2012: $191,913Net Income 2012: -$24,4112012Expenses 2013: $195,1422013Revenue 2014: $180,665Expenses 2014: $181,378Net Income 2014: -$7132014Revenue 2015: $201,871Expenses 2015: $186,090Net Income 2015: $15,7812015Revenue 2016: $202,389Expenses 2016: $202,675Net Income 2016: -$2862016Revenue 2017: $188,792Expenses 2017: $233,028Net Income 2017: -$44,2362017Revenue 2018: $195,710Expenses 2018: $204,942Net Income 2018: -$9,2322018Revenue 2019: $193,474Expenses 2019: $188,191Net Income 2019: $5,2832019Revenue 2020: $182,825Expenses 2020: $178,470Net Income 2020: $4,3552020Revenue 2021: $48,456Expenses 2021: $60,381Net Income 2021: -$11,9252021Revenue 2024: $158,257Expenses 2024: $132,564Net Income 2024: $25,6932024Revenue 2025: $90,206Expenses 2025: $81,585Net Income 2025: $8,6212025

Highlighted filing

2017

Revenue$188,792
Expenses$233,028
Net Income-$44,236
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$188,792
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-$228,175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZ STANKAVAGEPresidentPT$0--
JULIANE KILCOYNESecretaryPT$0--
DIANA FISHBURNETreasurerPT$0--
MICHAEL NAPALITANOVP Special IPT$0--
JULIE BOWERSVP Of CommunPT$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-2142189
Phone
9803435927
Address
9201 BRYANT FARMS ROAD, CHARLOTTE, NC 28277

Signing Officer

Name
Diana Fishburne
Title
Treasurer
Phone
9803435927
Signed
2017-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Mary J Green CPA Pllc
Address
7301 CARMEL EXECUTIVE PARK STE 330, CHARLOTTE, NC 28226
Preparer
Mary J Green CPA
Phone
7047527771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Spirit wear/store cost of goods sold 1,640 bookfair cost of goods sold 22,306 agendas,magazines cost of goods sold 3,999 hawkfest/special events cost of goods sold 7,575 school clubs cost of goods sold 5,337 fun run/fundraisers cost of goods sold 80,254 spirit nights cost of goods sold 207 misc/ybk/movie night cost of goods sold 626 fifth grade cost of goods sold 25,167 expenses office supplies 507 quickbooks 377 insurance 355 classroom & teachers 5,424 student services 317 sunshine committee 1,077 miscellaneous 687 schoolmates 235 bank fees 238 miscellaneous 74 staff appreciation 92 health room 334 hospitality 2,980 principals discretionary 1,506 special areas 2,455 school redesign 18,606 beautification 913 beginner night 88 carry over spending 4,923 curriculum 22,186 ptap discretionary fund 398 pta special projects 257 custodial 201 carpets 12,353 class moms 165 garden grant expenses 1,750 field day expenses 173 gingerbread cog 1,294 landscaping 4,375 total 231,451

Form 990-ez, Part I, Line 20

Prior period adjustment 322

Raw XML Appendix170 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIZ STANKAVAGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANA FISHBURNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL NAPALITANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP SPECIAL I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0322
IRS990EZ/OtherExpensesTotalAmt0231451
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0627
IRS990EZ/ProgramServiceRevenueAmt0180791
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0228175
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0233028
IRS990EZ/TotalProgramServiceExpensesAmt0228175
IRS990EZ/TotalRevenueAmt0188792
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PAGES.CMS.K12.NC.US/HAWKRIDGEPTA/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0180791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0188807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0187703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0173493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0210299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0941093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0135
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
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IRS990ScheduleA/PublicSupportTotal509Amt0995060
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0180643
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0180665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0221676
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0995393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT WEAR/STORE COST OF GOODS SOLD 1,640 BOOKFAIR COST OF GOODS SOLD 22,306 AGENDAS,MAGAZINES COST OF GOODS SOLD 3,999 HAWKFEST/SPECIAL EVENTS COST OF GOODS SOLD 7,575 SCHOOL CLUBS COST OF GOODS SOLD 5,337 FUN RUN/FUNDRAISERS COST OF GOODS SOLD 80,254 SPIRIT NIGHTS COST OF GOODS SOLD 207 MISC/YBK/MOVIE NIGHT COST OF GOODS SOLD 626 FIFTH GRADE COST OF GOODS SOLD 25,167 EXPENSES OFFICE SUPPLIES 507 QUICKBOOKS 377 INSURANCE 355 CLASSROOM & TEACHERS 5,424 STUDENT SERVICES 317 SUNSHINE COMMITTEE 1,077 MISCELLANEOUS 687 SCHOOLMATES 235 BANK FEES 238 MISCELLANEOUS 74 STAFF APPRECIATION 92 HEALTH ROOM 334 HOSPITALITY 2,980 PRINCIPALS DISCRETIONARY 1,506 SPECIAL AREAS 2,455 SCHOOL REDESIGN 18,606 BEAUTIFICATION 913 BEGINNER NIGHT 88 CARRY OVER SPENDING 4,923 CURRICULUM 22,186 PTAP DISCRETIONARY FUND 398 PTA SPECIAL PROJECTS 257 CUSTODIAL 201 CARPETS 12,353 CLASS MOMS 165 GARDEN GRANT EXPENSES 1,750 FIELD DAY EXPENSES 173 GINGERBREAD COG 1,294 LANDSCAPING 4,375 TOTAL 231,451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 322
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA FISHBURNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435927
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HAWK RIDGE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0562142189
ReturnHeader/Filer/PhoneNum09803435927
ReturnHeader/Filer/USAddress/AddressLine1Txt09201 BRYANT FARMS ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640964805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY J GREEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 CARMEL EXECUTIVE PARK STE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028226
ReturnHeader/PreparerPersonGrp/PhoneNum07047527771
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY J GREEN CPA
ReturnHeader/ReturnTs02017-11-03T10:31:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$1.09$0.00$1.09$0.90$0.82$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.58$1.33$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.48$0.60$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.34$1.83$1.78$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.93$1.88$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.25$1.96$2.05$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.89$2.33$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$2.02$2.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$2.02$1.86$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.81$1.81$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$1.95
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$1.68$1.92$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.62$1.93$1.72$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$1.81$1.87$0.06