Civic Intelligence

PTA Nc Congress Lucille Hunter Elementary School

990EZ • Fiscal year 2021 • EIN 57-0788219

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

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

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

92nd percentile

68%

Higher net margin than 92% 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

89th percentile

101%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

80th percentile

70%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Up

$112,303

Up $56,537 (+101%) from 2020

Net Assets

Up

$112,303

Up $56,537 (+101%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$83,220

Up $34,349 (+70%) from 2020

Expenses

Down

$26,636

Down $14,657 (-35%) from 2020

Net Income

Up

$56,584

Up $49,006 (+647%) from 2020

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

2021

Assets$112,303
Liabilities$0
Net Assets$112,303

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

2021

Revenue$83,220
Expenses$26,636
Net Income$56,584
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$94,550
Mission and Program Overview

Mission

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

See Schedule O

Program Services

DescriptionGrantsExpenses
Other program services-$7,295
Technology-$4,309
Media Center-$4,215
Educational supplies-$3,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen BarnesPresidentPT$0--
Liz MartinSecretary-$0--
Samantha HatemTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$40,385$40,385-$40,385
Move-A-Thon$25,652$25,652-$25,652
Total Events$66,037$66,037-$66,037
Filing and Contact Details

Filer

Filer Name
PTA NC Congress Lucille Hunter Elementary School
EIN
57-0788219
Address
1018 East Davie Street, Raleigh, NC 27601-1624

Signing Officer

Name
Karen Barnes
Title
President
Phone
9198567676
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Chris Brady CPA PLLC
Address
2840 Plaza Place Suite 210, Raleigh, NC 27612
Preparer
Chris Brady
Phone
9197805185
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountYearbook 6Labels & Offers 1,516Chess Club 688Sales Tax Refund 2,261Covid Community Support 1,571Cultural Arts 5,000Misc Rev 5Refund/Voided Checks 1,869

Description of other expenses Part I line 16

Description AmountAdmin Discretionary 302Mini Grants 2,840Technology 4,309Teacher Appreciation 1,781PTA Discretionary Fund 300Community Outreach 209Media Center 4,215Taxes & Licenses 153Hospitality 3,359Insurance 725Quickbooks 215Building & Grounds 397Paper/Supplies 500Bank Service Charges 32PBIS Support 193Membership Fee 1,069PTA Dues 1,382Yoga 675Presidents Initiative 900Education Supplies/Teacher Gifts 3,080

Other changes in net assets or fund balances Part I line 20

Description AmountReconciliation adjustment (47)

Other program services Part III line 31

Form 990-EZ, Part III, Line 31 - Other Program ServicesSupport students and teachers with: academic competition, new teacher mentoring, parent education, building & grounds, advocacy & equity, community outreach, band, professional development and other similar program services.

Part III response or note to any other line in Part III

Form 990-EZ, Part III - Primary Exempt PurposeSupport education of students, assistance to teachers, and other school needs.

Raw XML Appendix185 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/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Technology
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04309
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13080
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt37295
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081592
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Move-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040385
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountYearbook 6Labels & Offers 1,516Chess Club 688Sales Tax Refund 2,261Covid Community Support 1,571Cultural Arts 5,000Misc Rev 5Refund/Voided Checks 1,869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdmin Discretionary 302Mini Grants 2,840Technology 4,309Teacher Appreciation 1,781PTA Discretionary Fund 300Community Outreach 209Media Center 4,215Taxes & Licenses 153Hospitality 3,359Insurance 725Quickbooks 215Building & Grounds 397Paper/Supplies 500Bank Service Charges 32PBIS Support 193Membership Fee 1,069PTA Dues 1,382Yoga 675Presidents Initiative 900Education Supplies/Teacher Gifts 3,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountReconciliation adjustment (47)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990-EZ, Part III, Line 31 - Other Program ServicesSupport students and teachers with: academic competition, new teacher mentoring, parent education, building & grounds, advocacy & equity, community outreach, band, professional development and other similar program services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990-EZ, Part III - Primary Exempt PurposeSupport education of students, assistance to teachers, and other school needs.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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