Civic Intelligence

PTA North Carolina Congress

EIN 58-1595669 • 501(c)3 • Clayton, NC

Profile

The mission of this organization is to provide functional and financial support to Clayton Middle School, its staff, its teachers, and ultimately, its students.

490 Guy RoadClayton, NC 27520

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

54th percentile

3.6%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

61st percentile

6.8%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$1,022

Up $279 (+38%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$1,022

Up $279 (+38%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$7,774

Up $496 (+6.8%) from 2013

Expenses

Up

$7,495

Up $674 (+9.9%) from 2013

Net Income

Down

$279

Down $178 (-39%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0K$1.5K$1.0K$500$0Assets 2011: $1,933Liabilities 2011: $02011Assets 2012: $286Net Assets 2012: $2862012Assets 2013: $743Net Assets 2013: $7432013Assets 2014: $1,022Net Assets 2014: $1,0222014

Highlighted filing

2014

Assets$1,022
Liabilities-
Net Assets$1,022
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2011: $13,036Expenses 2011: $14,556Net Income 2011: -$1,5202011Revenue 2012: $10,195Expenses 2012: $11,842Net Income 2012: -$1,6472012Revenue 2013: $7,278Expenses 2013: $6,821Net Income 2013: $4572013Revenue 2014: $7,774Expenses 2014: $7,495Net Income 2014: $2792014

Highlighted filing

2014

Revenue$7,774
Expenses$7,495
Net Income$279
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$1,022
Liabilities
-
Net assets
$1,022
Revenue
$7,774
Expenses
$7,495
Net income
$279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.02$1.02$7.77$7.50$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.74$7.28$6.82$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.29$10.2$11.8$1.65
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$13.0$14.6$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Apr 4, 2015
Return Version
2013v4.0
Gross Receipts
$15,262
Mission and Program Overview

Mission

The mission of this organization is to provide functional and financial support to Clayton Middle School, its staff, its teachers, and ultimately, its students.

Program Services

DescriptionGrantsExpenses
All expenses are paid to assist Clayton Middle School, its staff and its teachers in their jobs to educate the students at the school.$7,495-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrice HardyPresident-$0--
Amy BredinTreasurer-$0--
Helen ForbesVice President-$0--
Kimberly HelselSecretary-$0--
Filing and Contact Details

Filer

EIN
58-1595669
Phone
9195535811

Signing Officer

Name
Amy Bredin
Title
Treasurer
Signed
2015-04-04
Discuss with paid preparer
Yes

Preparer

Preparer
Lisa B Denny CPA
Phone
9195506100
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Academic Support $3800”

Other Expenses.2

“Academic Banquet $1662”

Other Expenses.3

“Matching Arts Grant $500”

Other Expenses.4

“Dance $200”

Other Expenses.5

“Bonding Insurance $180”

Other Expenses.6

“Teacher Appreciation $156”

Other Expenses.7

“Credit Card Fees $135”

Other Expenses.8

“NC PTA Dues $104”

Other Expenses.9

“Supplies $91”

Other Expenses.10

“Sales Tax Paid $59”

Other Expenses.11

“Bank Service Charges $6”

Raw XML Appendix143 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Amy Bredin
IRS990EZ/BooksInCareOfDetail/PhoneNum02695987991
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10490 Guy Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Clayton
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0743
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03190
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0279
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0602
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt012072
IRS990EZ/GrossReceiptsAmt015262
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum05835
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0743
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01022
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0743
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patrice Hardy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Bredin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Helen Forbes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kimberly Helsel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06893
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of this organization is to provide functional and financial support to Clayton Middle School, its staff, its teachers, and ultimately, its students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0All expenses are paid to assist Clayton Middle School, its staff and its teachers in their jobs to educate the students at the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07495
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07488
IRS990EZ/SpecialEventsNetIncomeLossAmt04584
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07495
IRS990EZ/TotalProgramServiceExpensesAmt07495
IRS990EZ/TotalRevenueAmt07774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560340503
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Association
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10PTA North Carolina Congress
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Academic Support $3800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Academic Banquet $1662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Matching Arts Grant $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dance $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bonding Insurance $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Appreciation $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit Card Fees $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NC PTA Dues $104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sales Tax Paid $59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Service Charges $6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Bredin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10Clayton Middle School PTA Inc
ReturnHeader/Filer/BusinessNameControlTxt0CLAY
ReturnHeader/Filer/EIN0581595669
ReturnHeader/Filer/PhoneNum09195535811
ReturnHeader/Filer/USAddress/AddressLine10490 Guy Road
ReturnHeader/Filer/USAddress/City0Clayton
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lisa B Denny CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10486 Highway 42 W Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Clayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027520
ReturnHeader/PreparerPersonGrp/PhoneNum09195506100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa B Denny CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-04T10:42:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

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