Civic Intelligence

PTA North Carolina Congress Charles C Erwin

990EZ • Fiscal year 2014 • EIN 56-6150614

May 01, 2013 to Apr 30, 2014 • Filed on Aug 29, 2014

Organization Profile
170 St Lukes Church Road28146

(704) 637-3887

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

28th percentile

-5.8%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-9.4%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

6.4%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$11,230

Down $1,170 (-9.4%) from 2013

Net Assets

$11,230

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin28th percentile

Revenue

Up

$20,038

Up $1,208 (+6.4%) from 2013

Expenses

Down

$21,208

Down $7,304 (-26%) from 2013

Net Income

Up

-$1,170

Up $8,512 (+88%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$40K$30K$20K$10K$0Assets 2011: $27,369Net Assets 2011: $27,3692011Assets 2012: $22,082Liabilities 2012: $02012Assets 2013: $12,400Liabilities 2013: $02013Assets 2014: $11,230Liabilities 2014: $0Net Assets 2014: $11,2302014Assets 2015: $23,085Liabilities 2015: $0Net Assets 2015: $23,0852015Assets 2016: $35,697Liabilities 2016: $0Net Assets 2016: $35,6972016Assets 2017: $29,163Liabilities 2017: $0Net Assets 2017: $29,1632017Assets 2018: $16,631Liabilities 2018: $0Net Assets 2018: $16,6312018Assets 2019: $7,964Liabilities 2019: $0Net Assets 2019: $7,9642019Assets 2020: $11,886Liabilities 2020: $0Net Assets 2020: $11,8862020Assets 2021: $2,808Liabilities 2021: $0Net Assets 2021: $2,8082021Assets 2022: $17,155Liabilities 2022: $0Net Assets 2022: $17,1552022Assets 2023: $20,856Liabilities 2023: $0Net Assets 2023: $20,8562023Assets 2024: $24,319Liabilities 2024: $0Net Assets 2024: $24,3192024Assets 2025: $13,569Liabilities 2025: $0Net Assets 2025: $13,5692025

Highlighted filing

2014

Assets$11,230
Liabilities$0
Net Assets$11,230
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $53,666Expenses 2011: $41,589Net Income 2011: $12,0772011Revenue 2012: $13,073Expenses 2012: $18,360Net Income 2012: -$5,2872012Revenue 2013: $18,830Expenses 2013: $28,512Net Income 2013: -$9,6822013Revenue 2014: $20,038Expenses 2014: $21,208Net Income 2014: -$1,1702014Revenue 2015: $18,112Expenses 2015: $6,257Net Income 2015: $11,8552015Revenue 2016: $34,184Expenses 2016: $21,572Net Income 2016: $12,6122016Revenue 2017: $10,030Expenses 2017: $16,564Net Income 2017: -$6,5342017Revenue 2018: $13,388Expenses 2018: $25,920Net Income 2018: -$12,5322018Revenue 2019: $18,095Expenses 2019: $26,762Net Income 2019: -$8,6672019Revenue 2020: $21,970Expenses 2020: $18,048Net Income 2020: $3,9222020Revenue 2021: $403Expenses 2021: $9,481Net Income 2021: -$9,0782021Revenue 2022: $24,190Expenses 2022: $9,843Net Income 2022: $14,3472022Revenue 2023: $23,730Expenses 2023: $20,029Net Income 2023: $3,7012023Revenue 2024: $16,444Expenses 2024: $12,981Net Income 2024: $3,4632024Revenue 2025: $5,873Expenses 2025: $16,623Net Income 2025: -$10,7502025

Highlighted filing

2014

Revenue$20,038
Expenses$21,208
Net Income-$1,170
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Aug 29, 2014
Return Version
2013v3.1
Gross Receipts
$59,546
Mission and Program Overview

Mission

Student & teacher support & enrichment

Program Services

DescriptionGrantsExpenses
CONTRIBUTED TO TECHNOLOGY TEACHER SUPPLIES & ENRICHMENT STUDENT SUPPORT THROUGH REWARDS SPONSORSHIP & SUPPLIES--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY SEAMONPresident-$0--
HEATHER LOFLINVice President-$0--
CHRISTIE PARNELLTreasurer-$0--
SUSAN COLLINSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$46,821$46,821$27,233$19,588
Event 2$11,931$11,931$12,275$-344
Total Events$58,752$58,752$39,508$19,244
Filing and Contact Details

Filer

EIN
56-6150614

Signing Officer

Name
Christie Parnell
Title
Treasurer
Phone
7046373887
Signed
2014-08-29
Discuss with paid preparer
No

Preparer

Preparer
Katie S Matthews
Phone
7042792116
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAGENDAS FOR STUDENTS 5,008BANK SERVICE CHARGES 164PTA MEMBERSHIP DUES 616SUPPLIES 101STUDENT ENRICHMENT 82TAXES FEDERAL 2012 2,589TEACHER ENRICHMENT 3,443CLASSROOM SUPPLIES 6,950TECHNOLOGY 2,000”

Raw XML Appendix141 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/PersonNm0CHRISTIE PARNELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07046373887
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10170 ST LUKES CHURCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0SALISBURY
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011230
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1170
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0255
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt012400
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011230
IRS990EZ/FundraisingGrossIncomeAmt058752
IRS990EZ/GrossReceiptsAmt059546
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0794
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY SEAMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER LOFLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTIE PARNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020953
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT & TEACHER SUPPORT & ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTED TO TECHNOLOGY TEACHER SUPPLIES & ENRICHMENT STUDENT SUPPORT THROUGH REWARDS SPONSORSHIP & SUPPLIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039508
IRS990EZ/SpecialEventsNetIncomeLossAmt019244
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021208
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020038
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001834
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10CHARLES C ERWIN MIDDLE SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039508
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058752
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CardsCookie
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Uniforms
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019244
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039508
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027233
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAGENDAS FOR STUDENTS 5,008BANK SERVICE CHARGES 164PTA MEMBERSHIP DUES 616SUPPLIES 101STUDENT ENRICHMENT 82TAXES FEDERAL 2012 2,589TEACHER ENRICHMENT 3,443CLASSROOM SUPPLIES 6,950TECHNOLOGY 2,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE PARNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046373887
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0566150614
ReturnHeader/Filer/USAddress/AddressLine10170 ST LUKES CHURCH ROAD
ReturnHeader/Filer/USAddress/City0SALISBURY
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028146
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263917059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KATIE S MATTHEWS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1075
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Rockwell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028138
ReturnHeader/PreparerPersonGrp/PhoneNum07042792116
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATIE S MATTHEWS
ReturnHeader/ReturnTs02014-08-29T14:04:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,230
Liabilities
$0
Net assets
$11,230
Revenue
$20,038
Expenses
$21,208
Net income
-$1,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$5.87$16.6$10.8
2024Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$16.4$13.0$3.46
2023Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$23.7$20.0$3.70
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$24.2$9.84$14.3
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.40$9.48$9.08
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$22.0$18.0$3.92
2019Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$18.1$26.8$8.67
2018Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$13.4$25.9$12.5
2017Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$10.0$16.6$6.53
2016Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$34.2$21.6$12.6
2015Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$18.1$6.26$11.9
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$20.0$21.2$1.17
2013Summary only. Only limited summary data is available for this year.$12.4$0.00$18.8$28.5$9.68
2012Summary only. Only limited summary data is available for this year.$22.1$0.00$13.1$18.4$5.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$27.4$53.7$41.6$12.1