Civic Intelligence

PTA North Carolina Congress Charles C Erwin

990EZ • Fiscal year 2020 • EIN 56-6150614

May 01, 2019 to Apr 30, 2020 • Filed on Aug 04, 2020

Organization Profile
170 St Lukes Church RoadSalisbury, NC 28146

(303) 910-9259

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

67th percentile

18%

Higher net margin than 67% 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

80th percentile

49%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$11,886

Up $3,922 (+49%) from 2019

Net Assets

Up

$11,886

Up $3,922 (+49%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin67th percentile

Revenue

Up

$21,970

Up $3,875 (+21%) from 2019

Expenses

Down

$18,048

Down $8,714 (-33%) from 2019

Net Income

Up

$3,922

Up $12,589 (+145%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2020

Assets$11,886
Liabilities$0
Net Assets$11,886
Open 2020 Filing

Operations Trend

Revenue Growth80th 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

2020

Revenue$21,970
Expenses$18,048
Net Income$3,922
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Aug 4, 2020
Return Version
2019v5.1
Gross Receipts
$49,382
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE HUMPHRIESPresident-$0--
ASHLEIGH DUNCANVice President-$0--
BONNIE LYLESSecretary-$0--
TIFFANY WATERSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cardscookie----
Shirtsbf----
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-6150614
Address
170 ST LUKES CHURCH ROAD, SALISBURY, NC 28146

Signing Officer

Name
Julie Humphries
Title
President
Phone
3039109259
Signed
2020-08-04
Discuss with paid preparer
No

Preparer

Firm
Katie S Matthews CPA PC
Address
PO Box 1075, Rockwell, NC 28138
Preparer
Katie S Matthews
Phone
7042792116
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOPEN HOUSE EXPENSE 300BANK SERVICE CHARGES AND CHARGEBACK 374PTA MEMBERSHIP DUES 500TEACHER ENRICHMENT APPRECIATION 6,376TECHNOLOGY EXPENSE TO RSS 5,000STUDENT REWARDS NHS 4,708”

Raw XML Appendix152 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/PersonNm0JULIE HUMPHRIES
IRS990EZ/BooksInCareOfDetail/PhoneNum03039109259
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0125 RIDGELINE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALISBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07964
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011886
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03922
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0790
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07964
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011886
IRS990EZ/FundraisingGrossIncomeAmt049382
IRS990EZ/GrossReceiptsAmt049382
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07964
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011886
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07964
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011886
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0JULIE HUMPHRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEIGH DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BONNIE LYLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFANY WATERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017258
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/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027412
IRS990EZ/SpecialEventsNetIncomeLossAmt021970
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018048
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt021970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001834
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHARLES C ERWIN MIDDLE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARDSCOOKIE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SHIRTSBF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOPEN HOUSE EXPENSE 300BANK SERVICE CHARGES AND CHARGEBACK 374PTA MEMBERSHIP DUES 500TEACHER ENRICHMENT APPRECIATION 6,376TECHNOLOGY EXPENSE TO RSS 5,000STUDENT REWARDS NHS 4,708
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE HUMPHRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03039109259
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0566150614
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 ST LUKES CHURCH ROAD
ReturnHeader/Filer/USAddress/CityNm0SALISBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028146
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId012934C479135F7176F2FA7635116225C3342D9F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012934C479135F7176F2FA7635116225C3342D9F8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06189312020231pzfeok5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.108.19.139
ReturnHeader/FilingSecurityInformation/IPDt02020-08-18
ReturnHeader/FilingSecurityInformation/IPTm010:50:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263917059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Katie S Matthews CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1075
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockwell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028138
ReturnHeader/PreparerPersonGrp/PhoneNum07042792116
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katie S Matthews
ReturnHeader/ReturnTs02020-08-17T20:10:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,886
Liabilities
$0
Net assets
$11,886
Revenue
$21,970
Expenses
$18,048
Net income
$3,922
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