Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2019 • EIN 58-1646785

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

4000 Jefferson School LaneWinston Salem, NC 27106

(336) 703-4215

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$37,905

Up $6,178 (+19%) from 2018

Net Assets

Up

$37,905

Up $6,178 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$43,639

Up $6,484 (+17%) from 2018

Expenses

Up

$37,461

Up $2,463 (+7.0%) from 2018

Net Income

Up

$6,178

Up $4,021 (+186%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $18,583Liabilities 2012: $02012Assets 2013: $28,881Liabilities 2013: $02013Assets 2014: $33,599Liabilities 2014: $02014Assets 2015: $32,363Liabilities 2015: $02015Assets 2016: $22,563Liabilities 2016: $0Net Assets 2016: $22,5632016Assets 2017: $29,570Liabilities 2017: $0Net Assets 2017: $29,5702017Assets 2018: $31,727Liabilities 2018: $0Net Assets 2018: $31,7272018Assets 2019: $37,905Liabilities 2019: $0Net Assets 2019: $37,9052019Assets 2020: $49,820Liabilities 2020: $02020Assets 2022: $44,888Liabilities 2022: $0Net Assets 2022: $44,8882022Assets 2023: $55,632Liabilities 2023: $0Net Assets 2023: $55,6322023Assets 2024: $40,807Liabilities 2024: $0Net Assets 2024: $40,8072024Assets 2025: $49,106Liabilities 2025: $0Net Assets 2025: $49,1062025

Highlighted filing

2019

Assets$37,905
Liabilities$0
Net Assets$37,905

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $69,990Expenses 2012: $107,440Net Income 2012: -$37,4502012Revenue 2013: $50,311Expenses 2013: $40,013Net Income 2013: $10,2982013Revenue 2014: $36,684Expenses 2014: $31,966Net Income 2014: $4,7182014Revenue 2015: $42,536Expenses 2015: $43,722Net Income 2015: -$1,1862015Revenue 2016: $33,483Expenses 2016: $43,283Net Income 2016: -$9,8002016Revenue 2017: $58,130Expenses 2017: $51,123Net Income 2017: $7,0072017Revenue 2018: $37,155Expenses 2018: $34,998Net Income 2018: $2,1572018Revenue 2019: $43,639Expenses 2019: $37,461Net Income 2019: $6,1782019Revenue 2020: $45,569Expenses 2020: $33,653Net Income 2020: $11,9162020Revenue 2022: $45,362Expenses 2022: $38,070Net Income 2022: $7,2922022Revenue 2023: $51,521Expenses 2023: $40,777Net Income 2023: $10,7442023Revenue 2024: $64,989Expenses 2024: $79,814Net Income 2024: -$14,8252024Revenue 2025: $43,512Expenses 2025: $35,213Net Income 2025: $8,2992025

Highlighted filing

2019

Revenue$43,639
Expenses$37,461
Net Income$6,178
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$67,809
Mission and Program Overview

Mission

Fund PTA Boards school approved needs

Program Services

DescriptionGrantsExpenses
Our fundraisers helped pay for getting our school as a Leader In Me school which included paying for training supplies and sessions for parents and teachers--
The scholastic book fair helped buy new books for our media center--
Fundraising also paid for the webapp based reading program that provided a student with their specific level reading material--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori BrewerPresidentFT$0--
Jamie FloydVice PresidentPT$0--
Cindy AlvaSecretary-$0--
Kevin HartTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholastics$18,166$18,166-$18,166
Boosterthon$18,146$18,146-$18,146
Total Events$36,312$36,312-$36,312
Filing and Contact Details

Filer

Filer Name
Pta Nc Congress Jefferson Elementary School Pta
EIN
58-1646785
Address
4000 JEFFERSON SCHOOL LANE, Winston Salem, NC 27106

Signing Officer

Name
Lori Brewer
Title
President
Phone
3367034215
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
C R Williams and Company
Address
1520 Martin Street Ste 110, Winston Salem, NC 27103
Preparer
Robin W Hauser
Phone
3367224163
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountTalent show Expenses 227Staff Appreciation 2,743Multiculture night 886Dues 1,543Square Fees 235Communications 53Watch D.O.G.S. 1,656Panther fund 1,906Beautification 11Teacher & classroom benefits 3,788Curriculum Enhancements 20,388Hospitality 366Ident-a-kid 192Insurance Premiums 495Office Liason 34Music Dept. Enhancements 573Technology Room upgrade 1,845Reflections 81Miscellaneous 439

Description of other assets Part II line 24

Category Beginning of Year End of YearPrepaid Expense 1,000 2,000

Raw XML Appendix173 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/BooksInCareOfDetail/PersonNm0Lori Brewer
IRS990EZ/BooksInCareOfDetail/PhoneNum03367034215
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04000 JEFFERSON SCHOOL LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winston Salem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030727
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035905
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017288
IRS990EZ/CostOfGoodsSoldAmt04532
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06178
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031727
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037905
IRS990EZ/FundraisingGrossIncomeAmt038164
IRS990EZ/GamingGrossIncomeAmt03430
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01042
IRS990EZ/GrossReceiptsAmt067809
IRS990EZ/GrossSalesOfInventoryAmt05574
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01760
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031727
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031727
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037905
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt045.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0Lori Brewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jamie Floyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cindy Alva
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kevin Hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt037461
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fund PTA Boards school approved needs
IRS990EZ/ProgramServiceRevenueAmt01593
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our fundraisers helped pay for getting our school as a Leader In Me school which included paying for training supplies and sessions for parents and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The scholastic book fair helped buy new books for our media center
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fundraising also paid for the webapp based reading program that provided a student with their specific level reading material
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019638
IRS990EZ/SpecialEventsNetIncomeLossAmt021956
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037461
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt043639
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JEFFERSONPANTHERSPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0128632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0221723
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0350355
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065896
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042128
IRS990ScheduleA/Total509Grp/TotalAmt0350355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042128
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0350355
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Scholastics
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036312
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036312
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTalent show Expenses 227Staff Appreciation 2,743Multiculture night 886Dues 1,543Square Fees 235Communications 53Watch D.O.G.S. 1,656Panther fund 1,906Beautification 11Teacher & classroom benefits 3,788Curriculum Enhancements 20,388Hospitality 366Ident-a-kid 192Insurance Premiums 495Office Liason 34Music Dept. Enhancements 573Technology Room upgrade 1,845Reflections 81Miscellaneous 439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPrepaid Expense 1,000 2,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Brewer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03367034215
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NC CONGRESS JEFFERSON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0581646785
ReturnHeader/Filer/USAddress/AddressLine1Txt04000 JEFFERSON SCHOOL LANE
ReturnHeader/Filer/USAddress/CityNm0Winston Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027106
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D10FE17F04A6307D27FFDBCB3D2EBE833B83517B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D10FE17F04A6307D27FFDBCB3D2EBE833B83517B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05645892019319owuzxfh
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm015:19:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201716159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C R Williams and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01520 Martin Street Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winston Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027103
ReturnHeader/PreparerPersonGrp/PhoneNum03367224163
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin W Hauser
ReturnHeader/ReturnTs02019-11-14T09:00:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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.$0.49$0.00$0.49$0.44$0.35$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$0.65$0.80$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.52$0.41$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.45$0.38$0.07
2020Summary only. Only limited summary data is available for this year.$0.50$0.00$0.46$0.34$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.44$0.37$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.37$0.35$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.58$0.51$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.33$0.43$0.10
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$0.43$0.44$0.01
2014Summary only. Only limited summary data is available for this year.$0.34$0.00$0.37$0.32$0.05
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.50$0.40$0.10
2012Summary only. Only limited summary data is available for this year.$0.19$0.00$0.70$1.07$0.37