Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2018 • EIN 58-1646785

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

Organization ProfileWWW.JEFFERSONPANTHERSPTA.ORG
4000 Jefferson School LaneWinston Salem, NC 27106

(336) 722-4163

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

56th percentile

5.8%

Higher net margin than 56% 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

60th percentile

7.3%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$31,727

Up $2,157 (+7.3%) from 2017

Net Assets

Up

$31,727

Up $2,157 (+7.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin56th percentile

Revenue

Down

$37,155

Down $20,975 (-36%) from 2017

Expenses

Down

$34,998

Down $16,125 (-32%) from 2017

Net Income

Down

$2,157

Down $4,850 (-69%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2018

Assets$31,727
Liabilities$0
Net Assets$31,727
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

2018

Revenue$37,155
Expenses$34,998
Net Income$2,157
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.2
Gross Receipts
$83,403
Mission and Program Overview

Mission

Fund PTA Boards school approved needs

Program Services

DescriptionGrantsExpenses
The fundraiser helped provide the financial opportunity to maintain professional credentials for our staff as well as our curriculum--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori BrewerPresidentFT$0--
Jamie FloydVice PresidentPT$0--
Debbie LakitsSecretary-$0--
Reed DavisTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholastic$22,981$22,981$11,975$11,006
Yearbook$5,014$5,014$5,349$-335
Total Events$27,995$27,995$17,324$10,671
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
2019-05-10
Discuss with paid preparer
No

Preparer

Firm
C R Williams & 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 178Staff Appreciation 3,718Multiculture night 356Dues 1,676Square fees 176Communications 183Watch D.O.G.S. 1,190General PTA Supplies & Expense 1,132PTA Training 553Teacher & classroom benefits 3,200Curriculum Enhancements 16,979Hospitality 1,376Ident-a-kid 482Insurance Premiums 395Miscellaneous 693Music Dept. Enhancements 138Technology Room upgrade 2,073Other expense 500”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPrepaid Expense 0 1,000”

Raw XML Appendix168 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/PersonNm0CR WILLIAMS COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum03367224163
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 MARTIN STREET SUITE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winston Salem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029570
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012700
IRS990EZ/CostOfGoodsSoldAmt05349
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02157
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029570
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031727
IRS990EZ/FundraisingGrossIncomeAmt057287
IRS990EZ/GamingGrossIncomeAmt02167
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01904
IRS990EZ/GrossReceiptsAmt083403
IRS990EZ/GrossSalesOfInventoryAmt07253
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01846
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029570
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029570
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
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/PersonNm2Debbie Lakits
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Reed Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt034998
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fund PTA Boards school approved needs
IRS990EZ/ProgramServiceRevenueAmt02150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The fundraiser helped provide the financial opportunity to maintain professional credentials for our staff as well as our curriculum
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040899
IRS990EZ/SpecialEventsNetIncomeLossAmt018555
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034998
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt037155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JEFFERSONPANTHERSPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125997
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0125997
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016413
IRS990ScheduleA/Total509Grp/TotalAmt0125997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016413
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0125997
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017324
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Scholastic
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Yearbook
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027995
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010671
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017324
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011975
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05349
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTalent show Expenses 178Staff Appreciation 3,718Multiculture night 356Dues 1,676Square fees 176Communications 183Watch D.O.G.S. 1,190General PTA Supplies & Expense 1,132PTA Training 553Teacher & classroom benefits 3,200Curriculum Enhancements 16,979Hospitality 1,376Ident-a-kid 482Insurance Premiums 395Miscellaneous 693Music Dept. Enhancements 138Technology Room upgrade 2,073Other expense 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPrepaid Expense 0 1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Brewer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03367034215
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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/AtSubmissionCreationDeviceId056F1F7267D87A919E6B45ED086DB71A122A1DF19
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId056F1F7267D87A919E6B45ED086DB71A122A1DF19
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05645892019134o11tjdx
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTm017:39:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201716159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C R Williams & 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/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin W Hauser
ReturnHeader/ReturnTs02019-05-14T17:38:06-04:00
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
$31,727
Liabilities
$0
Net assets
$31,727
Revenue
$37,155
Expenses
$34,998
Net income
$2,157
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.44$0.37$0.06
2018Detailed filing. Detailed filing data is available for this year.$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