Civic Intelligence

PTA Nc Congress - Frank Porter Graham Elementary PTA

990EZ • Fiscal year 2018 • EIN 58-1595686

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

Organization Profilewww.sites.google.com/site/fpgbilinguepta
101 Smith Level RoadChapel Hill, NC 27516

(919) 942-6491

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$78,709

Down $10,568 (-12%) from 2017

Net Assets

Down

$78,709

Down $10,568 (-12%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$69,108

Down $23,247 (-25%) from 2017

Expenses

Down

$79,676

Down $959 (-1.2%) from 2017

Net Income

Down

-$10,568

Down $22,288 (-190%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $34,704Liabilities 2011: $02011Assets 2012: $39,710Liabilities 2012: $02012Assets 2013: $26,126Liabilities 2013: $02013Assets 2014: $44,550Liabilities 2014: $02014Assets 2015: $55,846Net Assets 2015: $55,8462015Assets 2016: $77,557Net Assets 2016: $77,5572016Assets 2017: $89,277Net Assets 2017: $89,2772017Assets 2018: $78,709Net Assets 2018: $78,7092018Assets 2019: $99,038Net Assets 2019: $99,0382019Assets 2020: $113,483Net Assets 2020: $113,4832020Assets 2021: $58,780Net Assets 2021: $58,7802021Assets 2022: $33,695Net Assets 2022: $33,6952022Assets 2023: $46,240Net Assets 2023: $46,2402023Assets 2024: $43,877Liabilities 2024: $02024Assets 2025: $33,665Net Assets 2025: $33,6652025

Highlighted filing

2018

Assets$78,709
Liabilities-
Net Assets$78,709
Open 2018 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $54,305Expenses 2011: $63,519Net Income 2011: -$9,2142011Revenue 2012: $47,294Expenses 2012: $42,288Net Income 2012: $5,0062012Revenue 2013: $23,598Expenses 2013: $37,182Net Income 2013: -$13,5842013Revenue 2014: $52,384Expenses 2014: $33,960Net Income 2014: $18,4242014Revenue 2015: $53,495Expenses 2015: $42,577Net Income 2015: $10,9182015Revenue 2016: $98,964Expenses 2016: $77,253Net Income 2016: $21,7112016Revenue 2017: $92,355Expenses 2017: $80,635Net Income 2017: $11,7202017Revenue 2018: $69,108Expenses 2018: $79,676Net Income 2018: -$10,5682018Revenue 2019: $124,596Expenses 2019: $104,267Net Income 2019: $20,3292019Revenue 2020: $78,542Expenses 2020: $64,097Net Income 2020: $14,4452020Revenue 2021: $37,261Expenses 2021: $91,964Net Income 2021: -$54,7032021Revenue 2022: $36,187Expenses 2022: $61,272Net Income 2022: -$25,0852022Revenue 2023: $54,845Expenses 2023: $42,300Net Income 2023: $12,5452023Revenue 2024: $48,272Expenses 2024: $50,635Net Income 2024: -$2,3632024Revenue 2025: $50,681Expenses 2025: $60,893Net Income 2025: -$10,2122025

Highlighted filing

2018

Revenue$69,108
Expenses$79,676
Net Income-$10,568
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$79,936
Mission and Program Overview

Mission

Educational Support

Program Services

DescriptionGrantsExpenses
Support of School Resources Library materials, technology equipment, building improvements and cultural arts events.-$35,228
Direct Support to Teachers Staff Classroom supply allowances, and teacher / staff appreciation events-$23,869
Family Support Families in Need program clothing, food, other emergency intervention, back-pack food program, and health support programs-$16,044
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy WesleyPresidentPT$0--
Courtney ToledoVice-President-$0--
Clarisa BejarTreasurerPT$0--
Sara FaccidomoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
PTA NC Congress - Frank Porter Graham Elementary PTA
EIN
58-1595686
Phone
9199426491
Address
101 Smith Level Road, Chapel Hill, NC 27516

Signing Officer

Name
Clarisa Bejar
Title
Treasurer 201718
Signed
2018-10-24
Discuss with paid preparer
No

Preparer

Firm
Lawson Travers CPA PLLC
Address
613 Aberdeen Drive, Chapel Hill, NC 27516
Preparer
Lawson A Travers
Phone
9199602794
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Admin - Bank Fees 351”

Form 990-EZ, Part I, Line 16, Other Expenses

“Admin - Insurance 420”

Form 990-EZ, Part I, Line 16, Other Expenses

“Admin - Meeting Support Childcare other 2,699”

Form 990-EZ, Part I, Line 16, Other Expenses

“CHCCS Council Dues 50”

Raw XML Appendix163 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Courtney Toledo
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Support
IRS990EZ/PrintingPublicationsPostageAmt0615
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Family Support Families in Need program clothing, food, other emergency intervention, back-pack food program, and health support programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035228
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123869
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216044
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01927
IRS990EZ/SpecialEventsNetIncomeLossAmt012302
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt079676
IRS990EZ/TotalProgramServiceExpensesAmt075141
IRS990EZ/TotalRevenueAmt069108
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.sites.google.com/site/fpgbilinguepta/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036766
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0282991
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033677
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0124194
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0407185
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098964
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065487
IRS990ScheduleA/Total509Grp/TotalAmt0407185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092355
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065487
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0407185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Admin - Bank Fees 351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin - Insurance 420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Admin - Meeting Support Childcare other 2,699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHCCS Council Dues 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0581595686
ReturnHeader/Filer/PhoneNum09199426491
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ReturnHeader/FilingSecurityInformation/IPDt02018-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:49:48
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0613 Aberdeen Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chapel Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027516
ReturnHeader/PreparerPersonGrp/PhoneNum09199602794
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawson A Travers
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-24T01:00:36-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,709
Liabilities
-
Net assets
$78,709
Revenue
$69,108
Expenses
$79,676
Net income
-$10,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.51$0.61$0.10
2024Summary only. Only limited summary data is available for this year.$0.44$0.00$0.48$0.51$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.55$0.42$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.36$0.61$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.59$0.37$0.92$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$1.13$0.79$0.64$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.99$1.25$1.04$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.69$0.80$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.92$0.81$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.99$0.77$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.53$0.43$0.11
2014Summary only. Only limited summary data is available for this year.$0.45$0.00$0.52$0.34$0.18
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.24$0.37$0.14
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.47$0.42$0.05
2011Summary only. Only limited summary data is available for this year.$0.35$0.00$0.54$0.64$0.09