Civic Intelligence

PTA North Carolina Congress Hawk Ridge Elementary School PTA

990EZ • Fiscal year 2018 • EIN 56-2142189

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 27, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

3.7%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$24,712

Down $9,920 (-29%) from 2017

Net Assets

Down

$24,712

Down $9,920 (-29%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$195,710

Up $6,918 (+3.7%) from 2017

Expenses

Down

$204,942

Down $28,086 (-12%) from 2017

Net Income

Up

-$9,232

Up $35,004 (+79%) from 2017

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

2018

Assets$24,712
Liabilities-
Net Assets$24,712

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

2018

Revenue$195,710
Expenses$204,942
Net Income-$9,232
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 27, 2018
Return Version
2017v2.3
Gross Receipts
$195,710
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-$196,743
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANE KILCOYNEPresidentPT$0--
DIANA FISHBURNESecretaryPT$0--
BROOKE FIELDSTreasurerPT$0--
LIZ STANKAVAGEVP Special IPT$0--
LISA FELTYVP Of CommunPT$0--
SARAH DORSEYVP At LargePT$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
Brooke Fields
Title
Treasurer
Phone
9803435927
Signed
2018-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Mary J Green CPA Pllc
Address
7301 CARMEL EXECUTIVE PARK DR STE 3, 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 26,979 bookfair cost of goods sold 24,836 hawkfest/special events cost of goods sold 12,349 school clubs cost of goods sold 4,065 fun run/fundraisers cost of goods sold 71,754 spirit nights cost of goods sold 53 fifth grade cost of goods sold 29,577 expenses office supplies 1,536 quickbooks 1,318 miscellaneous office 537 resource room 162 insurance 355 classroom & teachers 6,581 sunshine committee 1,837 assemblies 2,899 bank fees 222 scholarship 109 staff appreciation 1,274 health room 370 hospitality 1,801 principals discretionary 1,259 miscellaneous 274 bulletin board/hawk dads 79 beginner night 90 carry over spending 5,535 leadership breakfast 427 contribution 1,240 special areas 3,844 school maintenance 2,471 total 203,833

Form 990-ez, Part I, Line 20

Prior period adjustment -688

Raw XML Appendix179 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/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIANE KILCOYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA FISHBURNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BROOKE FIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIZ STANKAVAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA FELTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH DORSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP SPECIAL I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-688
IRS990EZ/OtherExpensesTotalAmt0203833
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0259
IRS990EZ/ProgramServiceRevenueAmt0189214
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0196743
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0204942
IRS990EZ/TotalProgramServiceExpensesAmt0196743
IRS990EZ/TotalRevenueAmt0195710
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PAGES.CMS.K12.NC.US/HAWKRIDGEPTA/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt048
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0189214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0180791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0188807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0187703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0173493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0920008
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0149
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0969074
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt030
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0201842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0180643
IRS990ScheduleA/Total509Grp/TotalAmt0969278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0195710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0188792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0202389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0201871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0180665
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0969427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT WEAR/STORE COST OF GOODS SOLD 26,979 BOOKFAIR COST OF GOODS SOLD 24,836 HAWKFEST/SPECIAL EVENTS COST OF GOODS SOLD 12,349 SCHOOL CLUBS COST OF GOODS SOLD 4,065 FUN RUN/FUNDRAISERS COST OF GOODS SOLD 71,754 SPIRIT NIGHTS COST OF GOODS SOLD 53 FIFTH GRADE COST OF GOODS SOLD 29,577 EXPENSES OFFICE SUPPLIES 1,536 QUICKBOOKS 1,318 MISCELLANEOUS OFFICE 537 RESOURCE ROOM 162 INSURANCE 355 CLASSROOM & TEACHERS 6,581 SUNSHINE COMMITTEE 1,837 ASSEMBLIES 2,899 BANK FEES 222 SCHOLARSHIP 109 STAFF APPRECIATION 1,274 HEALTH ROOM 370 HOSPITALITY 1,801 PRINCIPALS DISCRETIONARY 1,259 MISCELLANEOUS 274 BULLETIN BOARD/HAWK DADS 79 BEGINNER NIGHT 90 CARRY OVER SPENDING 5,535 LEADERSHIP BREAKFAST 427 CONTRIBUTION 1,240 SPECIAL AREAS 3,844 SCHOOL MAINTENANCE 2,471 TOTAL 203,833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -688
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE FIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435927
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-27
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
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ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:51:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640964805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY J GREEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 CARMEL EXECUTIVE PARK DR STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028226
ReturnHeader/PreparerPersonGrp/PhoneNum07047527771
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY J GREEN CPA
ReturnHeader/ReturnTs02018-08-20T11:51:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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