Civic Intelligence

PTA Nc Congress- Carrboro Elementary

990EZ • Fiscal year 2020 • EIN 56-6021893

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 12, 2020

400 Shelton StreetCarrboro, NC 27510

(864) 381-2993

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

27th percentile

-11%

Higher net margin than 27% 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

18th percentile

-22%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

54th percentile

-9.6%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Down

$25,827

Down $7,452 (-22%) from 2019

Net Assets

Down

$25,827

Down $7,452 (-22%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$68,156

Down $7,258 (-9.6%) from 2019

Expenses

Up

$75,608

Up $9,089 (+14%) from 2019

Net Income

Down

-$7,452

Down $16,347 (-184%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $38,718Liabilities 2012: $1,4672012Assets 2013: $47,876Liabilities 2013: $2,6142013Assets 2014: $56,413Liabilities 2014: $1,7352014Assets 2015: $40,409Liabilities 2015: $2,0492015Assets 2016: $40,606Liabilities 2016: $9372016Assets 2017: $11,832Liabilities 2017: $0Net Assets 2017: $11,8322017Assets 2018: $24,384Liabilities 2018: $0Net Assets 2018: $24,3842018Assets 2019: $33,279Liabilities 2019: $0Net Assets 2019: $33,2792019Assets 2020: $25,827Liabilities 2020: $0Net Assets 2020: $25,8272020Assets 2021: $22,533Liabilities 2021: $0Net Assets 2021: $22,5332021Assets 2022: $27,390Liabilities 2022: $0Net Assets 2022: $27,3902022Assets 2023: $19,442Liabilities 2023: $0Net Assets 2023: $19,4422023Assets 2024: $13,512Liabilities 2024: $0Net Assets 2024: $13,5122024

Highlighted filing

2020

Assets$25,827
Liabilities$0
Net Assets$25,827

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $58,196Expenses 2012: $39,707Net Income 2012: $18,4892012Revenue 2013: $50,819Expenses 2013: $42,807Net Income 2013: $8,0122013Revenue 2014: $49,803Expenses 2014: $40,388Net Income 2014: $9,4152014Revenue 2015: $62,601Expenses 2015: $79,154Net Income 2015: -$16,5532015Revenue 2016: $65,258Expenses 2016: $63,950Net Income 2016: $1,3082016Revenue 2017: $71,780Expenses 2017: $99,617Net Income 2017: -$27,8372017Revenue 2018: $76,824Expenses 2018: $64,272Net Income 2018: $12,5522018Revenue 2019: $75,414Expenses 2019: $66,519Net Income 2019: $8,8952019Revenue 2020: $68,156Expenses 2020: $75,608Net Income 2020: -$7,4522020Revenue 2021: $62,585Expenses 2021: $65,995Net Income 2021: -$3,4102021Revenue 2022: $77,718Expenses 2022: $72,861Net Income 2022: $4,8572022Revenue 2023: $63,994Expenses 2023: $74,102Net Income 2023: -$10,1082023Revenue 2024: $54,539Expenses 2024: $73,869Net Income 2024: -$19,3302024

Highlighted filing

2020

Revenue$68,156
Expenses$75,608
Net Income-$7,452
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 12, 2020
Return Version
2019v5.0
Gross Receipts
$75,126
Mission and Program Overview

Mission

PTA Support for Elementary Education

Program Services

DescriptionGrantsExpenses
Assistance to children in need$0$23,107
Instructional and classroom discretionary funds allocated to teachers and staff to augment instructional resources$0$21,060
Staff support with funds allocated to hospitality professional development , administrator resources and stipends to support various duties and activities$0$14,767
Student welfare: funds to provide educational enrichment activities administered by staff and volunteers, health and safety programs and support$1,635$13,758
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret RobePresidentPT$0--
Cattee MullenSecretary-$0--
Emily MoormanTeacher Rep-$0--
Ann SmithTreasurerPT$0--
Faith TurchiVice President-$0--
Rachel BaerVice President-$0--
Elena GuterriezTeacher Rep-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-6021893
Phone
8643812993
Address
400 SHELTON STREET, CARRBORO, NC 27510

Signing Officer

Name
Ann Smith
Title
Treasurer
Phone
9199678669
Signed
2020-07-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Financial Support for families of Carrboro Elementary children during covid and financial support for teachers and staff of Carrboro Elementary

Form 990-EZ, Part I, Line 16

Description;Amount^supplies;33099|merchant fees;1325|insurance;315|software;183^Total;34922^

Raw XML Appendix198 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/CityNm0CARRBORO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027510
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Margaret Robe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cattee Mullen
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Faith Turchi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rachel Baer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Elena Guterriez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Teacher Rep
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034922
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt0105
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Instructional and classroom discretionary funds allocated to teachers and staff to augment instructional resources
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Assistance to children in need
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt06145
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/WebsiteAddressTxt0https://www.chccs.k12.nc.us/carrboropta
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062011
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Financial Support for families of Carrboro Elementary children during covid and financial support for teachers and staff of Carrboro Elementary
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^supplies;33099|merchant fees;1325|insurance;315|software;183^Total;34922^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09199678669
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0566021893
ReturnHeader/Filer/PhoneNum08643812993
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 SHELTON STREET
ReturnHeader/Filer/USAddress/CityNm0CARRBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027510
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.185.76.120
ReturnHeader/ReturnTs02020-07-11T13:43:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings