Civic Intelligence

PTA North Carolina Congress Hawk Ridge Elementary School PTA

990EZ • Fiscal year 2020 • EIN 56-2142189

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 24, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

45th percentile

2.4%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

15%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-5.5%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$34,351

Up $4,355 (+15%) from 2019

Net Assets

Up

$34,351

Up $4,355 (+15%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$182,825

Down $10,649 (-5.5%) from 2019

Expenses

Down

$178,470

Down $9,721 (-5.2%) from 2019

Net Income

Down

$4,355

Down $928 (-18%) from 2019

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

2020

Assets$34,351
Liabilities-
Net Assets$34,351

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

2020

Revenue$182,825
Expenses$178,470
Net Income$4,355
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 24, 2020
Return Version
2019v5.0
Gross Receipts
$182,825
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-$172,720
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANE KILCOYNEPresidentPT$0--
LESLIE RAMIREZSecretaryPT$0--
SARAH RODGERSTreasurerPT$0--
SARAH DORSEYVP Of VoluntPT$0--
MARIETA STEWARTVP Of CommunPT$0--
KENDRA REICHVP Of CommunPT$0--
LISA FELTYVP Of EventsPT$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
Sarah Rodgers
Title
Treasurer
Phone
9803435927
Signed
2020-09-24
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 9,756 bookfair cost of goods sold 14,536 hawkfest/special events cost of goods sold 7,902 school clubs cost of goods sold 1,267 fun run/fundraisers cost of goods sold 68,533 spirit nights cost of goods sold 10 misc/ybk/movie night cost of goods sold 308 fifth grade cost of goods sold 26,066 class packs cost of goods sold 17,255 expenses office supplies 106 quickbooks 1,029 insurance 355 assemblies 1,645 assistant principal fund 245 bank fees 14 bulletin board/hawk dads 33 classroom & teachers 6,023 hospitality 1,716 leadership breakfast 408 principals discretionary 671 rebate expenses 131 silent auction exp 44 staff appreciation 2,192 sunshine committee 1,000 p4ss fees 1,549 parent resource room 178 pta presidents fund 786 curriculum support 2,824 beautification 10,913 total 177,495

Form 990-ez, Part I, Line 20

Prior period adjustment 0

Raw XML Appendix183 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/PersonNm0SARAH RODGERS
IRS990EZ/BooksInCareOfDetail/PhoneNum09803435927
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029996
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029996
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIANE KILCOYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LESLIE RAMIREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH RODGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH DORSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIETA STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KENDRA REICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA FELTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF VOLUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF EVENTS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0177495
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0125
IRS990EZ/ProgramServiceRevenueAmt0174395
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0172720
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0178470
IRS990EZ/TotalProgramServiceExpensesAmt0172720
IRS990EZ/TotalRevenueAmt0182825
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PAGES.CMS.K12.NC.US/HAWKRIDGEPTA/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt048
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047503
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0174395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0182331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0189214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0180791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0188807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0915538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0149
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0962825
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt048
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0216
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0182802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0193446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0195681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0188761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0202351
IRS990ScheduleA/Total509Grp/TotalAmt0963041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0182825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0193474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0195710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0188792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0202389
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0963190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT WEAR/STORE COST OF GOODS SOLD 9,756 BOOKFAIR COST OF GOODS SOLD 14,536 HAWKFEST/SPECIAL EVENTS COST OF GOODS SOLD 7,902 SCHOOL CLUBS COST OF GOODS SOLD 1,267 FUN RUN/FUNDRAISERS COST OF GOODS SOLD 68,533 SPIRIT NIGHTS COST OF GOODS SOLD 10 MISC/YBK/MOVIE NIGHT COST OF GOODS SOLD 308 FIFTH GRADE COST OF GOODS SOLD 26,066 CLASS PACKS COST OF GOODS SOLD 17,255 EXPENSES OFFICE SUPPLIES 106 QUICKBOOKS 1,029 INSURANCE 355 ASSEMBLIES 1,645 ASSISTANT PRINCIPAL FUND 245 BANK FEES 14 BULLETIN BOARD/HAWK DADS 33 CLASSROOM & TEACHERS 6,023 HOSPITALITY 1,716 LEADERSHIP BREAKFAST 408 PRINCIPALS DISCRETIONARY 671 REBATE EXPENSES 131 SILENT AUCTION EXP 44 STAFF APPRECIATION 2,192 SUNSHINE COMMITTEE 1,000 P4SS FEES 1,549 PARENT RESOURCE ROOM 178 PTA PRESIDENTS FUND 786 CURRICULUM SUPPORT 2,824 BEAUTIFICATION 10,913 TOTAL 177,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH RODGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803435927
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-24
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/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.36.189.45
ReturnHeader/FilingSecurityInformation/IPDt02020-09-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:56:07
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/PreparationDt02020-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY J GREEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-30T10:56:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits