Civic Intelligence

PTA Nc Congress Lucille Hunter Elementary School

990EZ • Fiscal year 2015 • EIN 57-0788219

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 19, 2015

1018 East Davie StreetRaleigh, NC 27601-1624

(919) 856-7676

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

26th percentile

-7.7%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.6%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$26,405

Down $3,396 (-11%) from 2014

Net Assets

$26,405

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$44,259

Up $2,735 (+6.6%) from 2014

Expenses

Up

$47,657

Up $13,638 (+40%) from 2014

Net Income

Down

-$3,398

Down $10,903 (-145%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $31,214Liabilities 2011: $02011Assets 2012: $23,577Liabilities 2012: $02012Assets 2013: $21,133Liabilities 2013: $02013Assets 2014: $29,801Liabilities 2014: $02014Assets 2015: $26,405Net Assets 2015: $26,4052015Assets 2016: $35,231Net Assets 2016: $35,2312016Assets 2017: $48,771Net Assets 2017: $48,7712017Assets 2018: $80,666Net Assets 2018: $80,6662018Assets 2019: $48,191Net Assets 2019: $48,1912019Assets 2020: $55,766Liabilities 2020: $0Net Assets 2020: $55,7662020Assets 2021: $112,303Liabilities 2021: $0Net Assets 2021: $112,3032021Assets 2022: $175,806Liabilities 2022: $0Net Assets 2022: $175,8062022Assets 2023: $171,949Net Assets 2023: $171,9492023Assets 2024: $105,130Net Assets 2024: $105,1302024Assets 2025: $53,446Net Assets 2025: $53,4462025

Highlighted filing

2015

Assets$26,405
Liabilities-
Net Assets$26,405

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $55,153Expenses 2011: $51,699Net Income 2011: $3,4542011Revenue 2012: $30,815Expenses 2012: $38,452Net Income 2012: -$7,6372012Revenue 2013: $30,834Expenses 2013: $32,828Net Income 2013: -$1,9942013Revenue 2014: $41,524Expenses 2014: $34,019Net Income 2014: $7,5052014Revenue 2015: $44,259Expenses 2015: $47,657Net Income 2015: -$3,3982015Revenue 2016: $53,733Expenses 2016: $45,269Net Income 2016: $8,4642016Revenue 2017: $65,294Expenses 2017: $51,754Net Income 2017: $13,5402017Revenue 2018: $61,829Expenses 2018: $29,934Net Income 2018: $31,8952018Revenue 2019: $65,424Expenses 2019: $97,768Net Income 2019: -$32,3442019Revenue 2020: $48,871Expenses 2020: $41,293Net Income 2020: $7,5782020Revenue 2021: $83,220Expenses 2021: $26,636Net Income 2021: $56,5842021Revenue 2022: $126,555Expenses 2022: $63,135Net Income 2022: $63,4202022Revenue 2023: $123,210Expenses 2023: $127,065Net Income 2023: -$3,8552023Revenue 2024: $111,527Expenses 2024: $178,346Net Income 2024: -$66,8192024Revenue 2025: $95,479Expenses 2025: $147,163Net Income 2025: -$51,6842025

Highlighted filing

2015

Revenue$44,259
Expenses$47,657
Net Income-$3,398
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 19, 2015
Return Version
2014v5.0
Gross Receipts
$89,936
Mission and Program Overview

Mission

Support education of students, assistance to teachers, and other school needs.

Program Services

DescriptionGrantsExpenses
SUPPORT STUDENTS AND TEACHERS WITH: MINI GRANTS TO TEACHERS, PURCHASE OF EDUCATIONAL SUPPLIES, TECHNOLOGY PURCHASES, TEACHER TRAINING, CULTURAL ARTS, MEDIA CENTER PURCHASES, BUILDING AND GROUNDS IMPROVEMENTS, AND OTHER SIMILAR PROGRAM SERVICES.-$18,636
TECHNOLOGY PURCHASES-$11,590
MINI GRANTS - USED BY TEACHERS FOR CURRICULUM ENHANCEMENT-$7,408
EDUCATION SUPPLIES-$5,895
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE STEWARTVice-Preside-$0--
PAROMITA BASUTreasurerPT$0--
KIM VON WEIHESecretary-$0--
CARRIE DOW SMITHPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraisin$42,277$42,277$5,000$37,277
Fifth Grade Eve$13,058$13,058$16,867$-3,809
Total Events$61,718$61,718$28,243$33,475
Filing and Contact Details

Filer

Filer Name
Pta Nc Congress Lucille Hunter
EIN
57-0788219
Phone
9198567676
Address
1018 EAST DAVIE STREET, RALEIGH, NC 27601-1624

Signing Officer

Name
Carrie Dow Smith
Title
President
Phone
9198567676
Signed
2015-10-19

Preparer

Firm
Chris Brady CPA Pllc
Address
2840 PLAZA PLACE STE 210, RALEIGH, NC 27612-6343
Preparer
Chris Brady
Phone
9197805185
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Labels & offers 4,345 sales tax refund 621 orchestra 265 chorus 226 band 159 lunch money fund 128 chess club 40 als 29 yearbook -299 admin. Discretionary fund -500 healthy hunter -987 community outreach -1,077 total 2,950

Form 990-ez, Part I, Line 16

Expenses mini grants 7,408 educational supplies 5,895 president's initiative 1,198 teacher appreciation 2,500 teacher training 3,780 drama 104 media center 3,500 radical reader 260 club support 167 hospitality 340 insurance 525 cultural arts 4,172 health & safety 447 parent education 294 publications 1,364 building & grounds 2,431 science olympiad 455 paper/supplies 268 bank service charges 262 pbis support 203 spelling bee 192 technology 11,590 other 302 total 47,657

Form 990-ez, Part I, Line 20

ROUNDING 2

Form 990-ez, Part III

Support education of students, assistance to teachers, and other school needs.

Form 990-ez, Part III, Line 31

Support students and teachers with: mini grants to teachers, purchase of educational supplies, technology purchases, teacher training, cultural arts, media center purchases, building and grounds improvements, and other similar program services.

Raw XML Appendix190 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09198567676
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt02
IRS990EZ/OtherExpensesTotalAmt047657
IRS990EZ/OtherRevenueTotalAmt02950
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATION OF STUDENTS, ASSISTANCE TO TEACHERS, AND OTHER SCHOOL NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY PURCHASES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MINI GRANTS - USED BY TEACHERS FOR CURRICULUM ENHANCEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATION SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SUPPORT STUDENTS AND TEACHERS WITH: MINI GRANTS TO TEACHERS, PURCHASE OF EDUCATIONAL SUPPLIES, TECHNOLOGY PURCHASES, TEACHER TRAINING, CULTURAL ARTS, MEDIA CENTER PURCHASES, BUILDING AND GROUNDS IMPROVEMENTS, AND OTHER SIMILAR PROGRAM SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011590
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17408
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25895
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt318636
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031634
IRS990EZ/SpecialEventsNetIncomeLossAmt034106
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt043529
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS EVENTS 34,430
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019996
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0418549
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISIN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FIFTH GRADE EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06383
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013058
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LABELS & OFFERS 4,345 SALES TAX REFUND 621 ORCHESTRA 265 CHORUS 226 BAND 159 LUNCH MONEY FUND 128 CHESS CLUB 40 ALS 29 YEARBOOK -299 ADMIN. DISCRETIONARY FUND -500 HEALTHY HUNTER -987 COMMUNITY OUTREACH -1,077 TOTAL 2,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MINI GRANTS 7,408 EDUCATIONAL SUPPLIES 5,895 PRESIDENT'S INITIATIVE 1,198 TEACHER APPRECIATION 2,500 TEACHER TRAINING 3,780 DRAMA 104 MEDIA CENTER 3,500 RADICAL READER 260 CLUB SUPPORT 167 HOSPITALITY 340 INSURANCE 525 CULTURAL ARTS 4,172 HEALTH & SAFETY 447 PARENT EDUCATION 294 PUBLICATIONS 1,364 BUILDING & GROUNDS 2,431 SCIENCE OLYMPIAD 455 PAPER/SUPPLIES 268 BANK SERVICE CHARGES 262 PBIS SUPPORT 203 SPELLING BEE 192 TECHNOLOGY 11,590 OTHER 302 TOTAL 47,657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPORT EDUCATION OF STUDENTS, ASSISTANCE TO TEACHERS, AND OTHER SCHOOL NEEDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPORT STUDENTS AND TEACHERS WITH: MINI GRANTS TO TEACHERS, PURCHASE OF EDUCATIONAL SUPPLIES, TECHNOLOGY PURCHASES, TEACHER TRAINING, CULTURAL ARTS, MEDIA CENTER PURCHASES, BUILDING AND GROUNDS IMPROVEMENTS, AND OTHER SIMILAR PROGRAM SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE DOW SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198567676
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC CONGRESS LUCILLE HUNTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0570788219
ReturnHeader/Filer/PhoneNum09198567676
ReturnHeader/Filer/USAddress/AddressLine1Txt01018 EAST DAVIE STREET
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0276011624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464179180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRIS BRADY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02840 PLAZA PLACE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276126343
ReturnHeader/PreparerPersonGrp/PhoneNum09197805185
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS BRADY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-02T12:55:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.95$1.47$0.52
2024Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.12$1.78$0.67
2023Detailed filing. Detailed filing data is available for this year.$1.72$1.72$1.23$1.27$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.27$0.63$0.63
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.83$0.27$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.49$0.41$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.65$0.98$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.62$0.30$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.65$0.52$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.54$0.45$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.44$0.48$0.03
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.42$0.34$0.08
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.31$0.33$0.02
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.31$0.38$0.08
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.55$0.52$0.03