Civic Intelligence

PTA North Carolina Congress Charles C Erwin

990EZ • Fiscal year 2021 • EIN 56-6150614

May 01, 2020 to Apr 30, 2021 • Filed on Jul 29, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-2253%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-76%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$2,808

Down $9,078 (-76%) from 2020

Net Assets

Down

$2,808

Down $9,078 (-76%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$403

Down $21,567 (-98%) from 2020

Expenses

Down

$9,481

Down $8,567 (-47%) from 2020

Net Income

Down

-$9,078

Down $13,000 (-331%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2021

Assets$2,808
Liabilities$0
Net Assets$2,808
Open 2021 Filing

Operations Trend

Revenue Growth3rd 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

2021

Revenue$403
Expenses$9,481
Net Income-$9,078
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Jul 29, 2021
Return Version
2020v4.1
Gross Receipts
$403
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE HUMPHRIESPresident-$0--
ASHLEIGH DUNCANVice President-$0--
BONNIE LYLESSecretary-$0--
TIFFANY WATERSTreasurer-$0--
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
2021-07-29
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 amountpta membership dues 262teacher enrichment appreciation 1,375miscellaneous 738student rewards nhs 1,004bus driver appreciation 759kaiser & blair promotional items 3,546school merchandise 1,097”

Raw XML Appendix147 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/BenefitsPaidToOrForMembersAmt0205
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/BOYAmt011886
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02808
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9078
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011886
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02808
IRS990EZ/GrossReceiptsAmt0403
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0403
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011886
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02808
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011886
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02808
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/OtherExpensesTotalAmt08781
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/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09481
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0403
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPTA MEMBERSHIP DUES 262TEACHER ENRICHMENT APPRECIATION 1,375MISCELLANEOUS 738STUDENT REWARDS NHS 1,004BUS DRIVER APPRECIATION 759KAISER & BLAIR PROMOTIONAL ITEMS 3,546SCHOOL MERCHANDISE 1,097
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE HUMPHRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03039109259
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-29
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/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/PreparationDt02021-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katie S Matthews
ReturnHeader/ReturnTs02021-08-11T18:06:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUMPHRIES
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,808
Liabilities
$0
Net assets
$2,808
Revenue
$403
Expenses
$9,481
Net income
-$9,078
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