Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 56-2144792

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

Organization Profilewww.wcpss.net/lufkinroadms
1002 Lufkin RdApex, NC 27502

(919) 387-4465

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

81st percentile

25%

Higher net margin than 81% 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

86th percentile

62%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$20,984

Up $8,045 (+62%) from 2014

Net Assets

$20,984

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Down

$31,985

Down $16,153 (-34%) from 2014

Expenses

Down

$23,940

Down $16,713 (-41%) from 2014

Net Income

Up

$8,045

Up $560 (+7.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$30K$20K$10K$0Assets 2011: $22,628Liabilities 2011: $02011Assets 2012: $16,435Liabilities 2012: $02012Assets 2013: $5,454Liabilities 2013: $02013Assets 2014: $12,939Liabilities 2014: $02014Assets 2015: $20,984Liabilities 2015: $0Net Assets 2015: $20,9842015Assets 2024: $27,733Net Assets 2024: $27,7342024Assets 2025: $24,290Net Assets 2025: $24,2902025

Highlighted filing

2015

Assets$20,984
Liabilities$0
Net Assets$20,984
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $28,069Expenses 2011: $16,465Net Income 2011: $11,6042011Revenue 2012: $34,243Expenses 2012: $39,032Net Income 2012: -$4,7892012Revenue 2013: $26,765Expenses 2013: $37,746Net Income 2013: -$10,9812013Revenue 2014: $48,138Expenses 2014: $40,653Net Income 2014: $7,4852014Revenue 2015: $31,985Expenses 2015: $23,940Net Income 2015: $8,0452015Revenue 2024: $60,844Expenses 2024: $58,618Net Income 2024: $2,2262024Revenue 2025: $44,612Expenses 2025: $48,055Net Income 2025: -$3,4432025

Highlighted filing

2015

Revenue$31,985
Expenses$23,940
Net Income$8,045
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
$61,763
Mission and Program Overview

Mission

Support of lufkin road middle school

Program Services

DescriptionGrantsExpenses
EXPENSES IN DIRECT SUPPORT OF LUFKIN ROAD MIDDLE SCHOOL PROGRAMS-$21,385
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE KATZPresidentPT$0--
MANDY PATTERSONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazines$23,847$23,847$7,378$16,469
Retail Allia$6,524$6,524$31$6,493
Total Events$55,906$55,906$29,778$26,128
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress Lufkin Rd Yr Rd Middle
EIN
56-2144792
Address
1002 LUFKIN RD, APEX, NC 27502

Signing Officer

Name
Mandy Patterson
Title
Treasurer
Phone
9193874465
Signed
2015-08-31
Discuss with paid preparer
No

Preparer

Firm
Lori Aveni CPA PLLC
Address
126 N Salem Street Suite 207, Apex, NC 27502
Preparer
Lori A Aveni
Phone
9193082470
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity technology grantee lufkin road middle school street 1002 lufkin rd city, state, zip apex, nc 27502amount 5,495activity curriculum support grantee lufkin road middle school street 1002 lufkin rd city, state, zip apex, nc 27502amount 2,906activity cultural arts grantee lufkin road middle school street 1002 lufkin rd city, state, zip apex, nc 27502amount 5,075activity various support activities grantee lufkin road middle school street 1002 lufkin rd city, state, zip apex, nc 27502amount 7,908”

Description of other expenses Part I line 16

“Description amountbank charges 50insurance 525office supplies 202dues 1,719postage 60”

Description of other assets Part II line 24

“Category beginning of year end of yearnc sales tax refund receivable 0 842”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MANDY PATTERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09193874465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01002 LUFKIN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APEX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012939
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020142
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03340
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08045
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012939
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020984
IRS990EZ/FundraisingGrossIncomeAmt055907
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021384
IRS990EZ/GrossReceiptsAmt061763
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02498
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012939
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020984
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012939
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020984
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHERINE KATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MANDY PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0842
IRS990EZ/OtherExpensesTotalAmt02556
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF LUFKIN ROAD MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES IN DIRECT SUPPORT OF LUFKIN ROAD MIDDLE SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021385
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029778
IRS990EZ/SpecialEventsNetIncomeLossAmt026129
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023940
IRS990EZ/TotalProgramServiceExpensesAmt021385
IRS990EZ/TotalRevenueAmt031985
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0166683
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0166683
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025590
IRS990ScheduleA/Total509Grp/TotalAmt0166683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025590
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0166721
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029778
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAGAZINES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RETAIL ALLIA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055906
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026128
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022369
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029778
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07378
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt031
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY TECHNOLOGY GRANTEE LUFKIN ROAD MIDDLE SCHOOL STREET 1002 LUFKIN RD CITY, STATE, ZIP APEX, NC 27502AMOUNT 5,495ACTIVITY CURRICULUM SUPPORT GRANTEE LUFKIN ROAD MIDDLE SCHOOL STREET 1002 LUFKIN RD CITY, STATE, ZIP APEX, NC 27502AMOUNT 2,906ACTIVITY CULTURAL ARTS GRANTEE LUFKIN ROAD MIDDLE SCHOOL STREET 1002 LUFKIN RD CITY, STATE, ZIP APEX, NC 27502AMOUNT 5,075ACTIVITY VARIOUS SUPPORT ACTIVITIES GRANTEE LUFKIN ROAD MIDDLE SCHOOL STREET 1002 LUFKIN RD CITY, STATE, ZIP APEX, NC 27502AMOUNT 7,908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 50INSURANCE 525OFFICE SUPPLIES 202DUES 1,719POSTAGE 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARNC SALES TAX REFUND RECEIVABLE 0 842
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MANDY PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09193874465
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS LUFKIN RD YR RD MIDDLE
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0562144792
ReturnHeader/Filer/USAddress/AddressLine1Txt01002 LUFKIN RD
ReturnHeader/Filer/USAddress/CityNm0APEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 N Salem Street Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Aveni
ReturnHeader/ReturnTs02015-09-16T12:38:27-04:00
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
$20,984
Liabilities
$0
Net assets
$20,984
Revenue
$31,985
Expenses
$23,940
Net income
$8,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.3$24.3$44.6$48.1$3.44
2024Detailed filing. Detailed filing data is available for this year.$27.7$27.7$60.8$58.6$2.23
2015Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$32.0$23.9$8.05
2014Summary only. Only limited summary data is available for this year.$12.9$0.00$48.1$40.7$7.49
2013Summary only. Only limited summary data is available for this year.$5.45$0.00$26.8$37.7$11.0
2012Summary only. Only limited summary data is available for this year.$16.4$0.00$34.2$39.0$4.79
2011Summary only. Only limited summary data is available for this year.$22.6$0.00$28.1$16.5$11.6
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits