Civic Intelligence

PTA North Carolina Congress

EIN 56-2519318 • 501(c)3 • Waxhaw, NC

990-N Coverage

Profile

Child advocacy

10101 Waxhaw Manor DriveWaxhaw, NC 28173

sandyridgepta.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

18th percentile

-35%

Higher net margin than 18% of similar nonprofits.

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

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 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Revenue Growth

51st percentile

-1.5%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $61,855 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Down

$58,617

Down $2,717 (-4.4%) from 2017

Expenses

Up

$78,888

Up $39,067 (+98%) from 2017

Net Income

Down

-$20,271

Down $41,784 (-194%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$80K$60K$40K$20K$0Assets 2012: $17,725Liabilities 2012: $02012Assets 2013: $21,338Liabilities 2013: $02013Assets 2014: $31,992Liabilities 2014: $02014Assets 2015: $47,851Liabilities 2015: $02015Assets 2016: $40,342Liabilities 2016: $02016Assets 2017: $61,855Liabilities 2017: $02017Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $76,055Expenses 2012: $81,886Net Income 2012: -$5,8312012Revenue 2013: $100,616Expenses 2013: $97,003Net Income 2013: $3,6132013Revenue 2014: $78,846Expenses 2014: $68,192Net Income 2014: $10,6542014Revenue 2015: $60,557Expenses 2015: $44,698Net Income 2015: $15,8592015Revenue 2016: $54,018Expenses 2016: $61,527Net Income 2016: -$7,5092016Revenue 2017: $61,334Expenses 2017: $39,821Net Income 2017: $21,5132017Revenue 2020: $58,617Expenses 2020: $78,888Net Income 2020: -$20,2712020

Highlighted filing

2020

Revenue$58,617
Expenses$78,888
Net Income-$20,271
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$58,617
Expenses
$78,888
Net income
-$20,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.59$0.79$0.20
2017Summary only. Only limited summary data is available for this year.$0.62$0.00$0.61$0.40$0.22
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$0.54$0.62$0.08
2015Summary only. Only limited summary data is available for this year.$0.48$0.00$0.61$0.45$0.16
2014Summary only. Only limited summary data is available for this year.$0.32$0.00$0.79$0.68$0.11
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$1.01$0.97$0.04
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.76$0.82$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 31, 2021
Return Version
2019v5.1
Gross Receipts
$58,617
Mission and Program Overview

Mission

Child advocacy

Program Services

DescriptionGrantsExpenses
Facilities Improvement-$30,756
Faculty & Staff Appreciation/Teacher Grants-$14,167
Leader In Me program - Teaching children leadership and life skills to thrive in the 21st century-$14,071
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caroline BeglinTreasurerPT$0--
Ann TalmagePresidentPT$0--
Penny FeldserVP FundraisingPT$0--
Kate WehnerVP CommitteesPT$0--
Eva SomersVP CommunicationsPT$0--
Brandi VillemaretteSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$31,310$31,310-$31,310
Basket Raffl$8,651$8,651-$8,651
Total Events$39,961$39,961-$39,961
Filing and Contact Details

Filer

Filer Name
Sandy Ridge Elementary PTA
EIN
56-2519318
Address
10101 Waxhaw Manor Drive, Waxhaw, NC 28173

Signing Officer

Name
Caroline Beglin
Title
Treasurer
Phone
7042901505
Signed
2021-01-31
Discuss with paid preparer
No

Preparer

Firm
David K RayeCPA PC
Address
7330 Reynard Lane, Charlotte, NC 28215
Preparer
David Raye
Phone
7045939695
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountFacilities Improvement 30,756Insurance 470Fifth Grade celebration 1,726Faculty & Staff Appreciation 6,500Fall Beutification 1,376Grade Level Enrichment 14,094Kindergarten Social 571Teacher Grants 7,667Leader In Me program 14,071Miscellaneous 1,407”

Other changes in net assets or fund balances Part I line 20

“Description AmountAssets transferred to the school (24,849)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearProjectors 4,624 0”

Raw XML Appendix189 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/PersonNm0Caroline Beglin
IRS990EZ/BooksInCareOfDetail/PhoneNum07042901505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010101 Waxhaw Manor Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waxhaw
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040496
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012312
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20271
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt043398
IRS990EZ/GrossReceiptsAmt058617
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02907
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045120
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Caroline Beglin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ann Talmage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Penny Feldser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kate Wehner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Eva Somers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Brandi Villemarette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Committees
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04624
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-24849
IRS990EZ/OtherExpensesTotalAmt078638
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Leader In Me program - Teaching children leadership and life skills to thrive in the 21st century
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Faculty & Staff Appreciation/Teacher Grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Facilities Improvement
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014071
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114167
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt230756
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt043398
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078888
IRS990EZ/TotalProgramServiceExpensesAmt058994
IRS990EZ/TotalRevenueAmt058617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0sandyridgepta.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0294432
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0303622
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055216
IRS990ScheduleA/Total509Grp/TotalAmt0303622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055216
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0303622
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Basket Raffl
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031310
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031310
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039961
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039961
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Termination
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-06-30
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFacilities Improvement 30,756Insurance 470Fifth Grade celebration 1,726Faculty & Staff Appreciation 6,500Fall Beutification 1,376Grade Level Enrichment 14,094Kindergarten Social 571Teacher Grants 7,667Leader In Me program 14,071Miscellaneous 1,407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAssets transferred to the school (24,849)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearProjectors 4,624 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Caroline Beglin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07042901505
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sandy Ridge Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0562519318
ReturnHeader/Filer/USAddress/AddressLine1Txt010101 Waxhaw Manor Drive
ReturnHeader/Filer/USAddress/CityNm0Waxhaw
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028173
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562180811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David K RayeCPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07330 Reynard Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028215
ReturnHeader/PreparerPersonGrp/PhoneNum07045939695
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Raye
ReturnHeader/ReturnTs02021-02-22T13:23:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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