PTA North Carolina Congress

990EZ • Fiscal year 2014 • EIN 58-1647052

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization Profile bainpta.cmswikispaces.net

11524 Bain School RoadMint Hill, NC 27227

(980) 343-6915

Siviq Scores

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

0.00x

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

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

0.00x

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

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

15%

Higher net margin than 71% of similar nonprofits.

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

Higher top officer pay than 74% of similar nonprofits.

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

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

18%

Faster asset growth than 70% of similar nonprofits.

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

-39%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets55th percentile

Assets

$59,223

Up $9,175 (+18%) from 2013

Net Assets

$59,223

Up $9,175 (+18%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin71st percentile

Revenue

Down

$60,882

Down $39,147 (-39%) from 2013

Expenses

Down

$51,707

Down $22,111 (-30%) from 2013

Net Income

Down

$9,175

Down $17,036 (-65%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2014

Assets$59,223

Liabilities$0

Net Assets$59,223

Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

Highlighted filing

2014

Revenue$60,882

Expenses$51,707

Net Income$9,175

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Oct 31, 2014
Return Version: 2013v3.1
Gross Receipts: $95,701

Mission and Program Overview

Mission

To provide books, advanced technology, equipment and other educational material to Bain Elementary School students

Program Services

Description	Grants	Expenses
Bain Elementary School has approximately 950 students. The PTA provided books, activities, supplies, teacher resources and other needed educational materials	-	$48,512

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SHAWN SHAVER	President	-	$0	-	-
KATIE GARBARK	Vice President	-	$0	-	-
KIM JACKSON	Treasurer	-	$0	-	-
VARARIE ELSWICK	Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 58-1647052
Phone: 9803436915

Signing Officer

Name: Hang Lombard
Title: Treasurer
Phone: 9803436915
Signed: 2014-10-31
Discuss with paid preparer: Yes

Preparer

Preparer: Jeffrey Goldstein
Phone: 7046840555

Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“By request”

Form 990EZ, Part I, Line 16

“Operating expenses 2636. Depreciation 434.”

Form 990, Part IX, Line 24F

“Annual funding committee operating special projects”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	48512
IRS990EZ/BooksInCareOfDetail/PersonNm	0	HANG LOMBARD
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9803436915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	11524 Bain School Road
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	28277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	48095
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	57704
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	4839
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	9175
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	125
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	50048
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	59223
IRS990EZ/FundraisingGrossIncomeAmt	0	71544
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	95701
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	24
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	1953
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	1519
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	1885
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	50048
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	59223
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	50048
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	59223
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	SHAWN SHAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KATIE GARBARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	KIM JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	VARARIE ELSWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	3070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	To provide books, advanced technology, equipment and other educational material to Bain Elementary School students
IRS990EZ/ProgramServiceRevenueAmt	0	17409
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Bain Elementary School has approximately 950 students. The PTA provided books, activities, supplies, teacher resources and other needed educational materials
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	48512
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	34819
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	36725
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	51707
IRS990EZ/TotalProgramServiceExpensesAmt	0	48512
IRS990EZ/TotalRevenueAmt	0	60882
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	http://bainpta.cmswikispaces.net
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	19294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	30455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	62761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	78862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	112125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	303497
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	24
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	68
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	73
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	204
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	71544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	54563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	57898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	63365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	41101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	288471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	24
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	68
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	73
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	204
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	369
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00060
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99940
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99950
IRS990ScheduleA/PublicSupportTotal170Amt	0	0
IRS990ScheduleA/PublicSupportTotal509Amt	0	591968
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	90838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	85018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	120659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	142227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	153226
IRS990ScheduleA/Total509Grp/TotalAmt	0	591968
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	592337
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	Book fair
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	Other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	By request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	OPERATING EXPENSES 2636. DEPRECIATION 434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ANNUAL FUNDING COMMITTEE OPERATING SPECIAL PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990, Part IX, Line 24f
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HANG LOMBARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9803436915
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA North Carolina Congress Bain Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAN
ReturnHeader/Filer/EIN	0	581647052
ReturnHeader/Filer/PhoneNum	0	9803436915
ReturnHeader/Filer/USAddress/AddressLine1	0	11524 Bain School Road
ReturnHeader/Filer/USAddress/City	0	Charlotte
ReturnHeader/Filer/USAddress/State	0	NC
ReturnHeader/Filer/USAddress/ZIPCode	0	27227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Davies Goldstein & Associates CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	PO Box 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	28106
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7046840555
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs	0	2014-11-06T06:10:27-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $59,223
Liabilities: $0
Net assets: $59,223
Revenue: $60,882
Expenses: $51,707
Net income: $9,175

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.09		$1.09	$0.30	$0.55	$0.25
2023Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.79	$0.38	$0.41
2022Detailed filing. Detailed filing data is available for this year.	$0.93	$0.00	$0.93	$1.74	$1.76	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$0.95	$0.00	$0.95	$0.12	$0.39	$0.27
2020Detailed filing. Detailed filing data is available for this year.	$0.87	$0.00	$0.87	$0.35	$0.22	$0.13
2019Detailed filing. Detailed filing data is available for this year.	$0.74	$0.00	$0.74	$0.92	$0.60	$0.32
2018Detailed filing. Detailed filing data is available for this year.	$0.41	$0.00	$0.41	$0.67	$0.59	$0.08
2017Detailed filing. Detailed filing data is available for this year.	$0.33	$0.00	$0.33	$0.03	$0.50	$0.53
2016Detailed filing. Detailed filing data is available for this year.	$0.86	$0.00	$0.86	$0.81	$0.50	$0.31
2015Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$0.76	$0.80	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$0.59	$0.00	$0.59	$0.61	$0.52	$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.50	$0.00	$0.50	$1.00	$0.74	$0.26
2011Summary only. Only limited summary data is available for this year.	$0.25	$0.00	$0.25	$1.42	$1.49	$0.07