Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 58-1647052

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 31, 2015

Organization Profilebainpta.cmswikispaces.net
11524 Bain School RoadCharlotte, NC 27227

(980) 343-6915

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

29th percentile

-5.3%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

33rd percentile

-6.8%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$55,213

Down $4,010 (-6.8%) from 2014

Net Assets

Down

$55,213

Down $4,010 (-6.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin29th percentile

Revenue

Up

$75,826

Up $14,944 (+25%) from 2014

Expenses

Up

$79,836

Up $28,129 (+54%) from 2014

Net Income

Down

-$4,010

Down $13,185 (-144%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$150K$100K$50K$0Assets 2011: $24,695Liabilities 2011: $0Net Assets 2011: $24,6952011Assets 2013: $50,048Liabilities 2013: $0Net Assets 2013: $50,0482013Assets 2014: $59,223Liabilities 2014: $0Net Assets 2014: $59,2232014Assets 2015: $55,213Liabilities 2015: $0Net Assets 2015: $55,2132015Assets 2016: $86,324Liabilities 2016: $0Net Assets 2016: $86,3242016Assets 2017: $33,321Liabilities 2017: $0Net Assets 2017: $33,3212017Assets 2018: $41,366Liabilities 2018: $0Net Assets 2018: $41,3662018Assets 2019: $73,544Liabilities 2019: $0Net Assets 2019: $73,5442019Assets 2020: $86,577Liabilities 2020: $0Net Assets 2020: $86,5772020Assets 2021: $94,771Liabilities 2021: $0Net Assets 2021: $94,7712021Assets 2022: $92,795Liabilities 2022: $0Net Assets 2022: $92,7952022Assets 2023: $133,787Liabilities 2023: $0Net Assets 2023: $133,7872023Assets 2024: $109,143Net Assets 2024: $109,1432024

Highlighted filing

2015

Assets$55,213
Liabilities$0
Net Assets$55,213
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

$200K$100K$0-$100KRevenue 2011: $142,431Expenses 2011: $149,121Net Income 2011: -$6,6902011Revenue 2013: $100,029Expenses 2013: $73,818Net Income 2013: $26,2112013Revenue 2014: $60,882Expenses 2014: $51,707Net Income 2014: $9,1752014Revenue 2015: $75,826Expenses 2015: $79,836Net Income 2015: -$4,0102015Revenue 2016: $81,179Expenses 2016: $50,068Net Income 2016: $31,1112016Revenue 2017: -$2,637Expenses 2017: $50,366Net Income 2017: -$53,0032017Revenue 2018: $66,593Expenses 2018: $58,548Net Income 2018: $8,0452018Revenue 2019: $91,926Expenses 2019: $59,748Net Income 2019: $32,1782019Revenue 2020: $34,676Expenses 2020: $21,643Net Income 2020: $13,0332020Revenue 2021: $12,151Expenses 2021: $39,025Net Income 2021: -$26,8742021Revenue 2022: $173,720Expenses 2022: $175,697Net Income 2022: -$1,9772022Revenue 2023: $78,916Expenses 2023: $37,923Net Income 2023: $40,9932023Revenue 2024: $30,497Expenses 2024: $55,141Net Income 2024: -$24,6442024

Highlighted filing

2015

Revenue$75,826
Expenses$79,836
Net Income-$4,010
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 31, 2015
Return Version
2014v5.0
Gross Receipts
$118,728
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Bain Elementary School has approximately 950 students. The PTA provided books, activities, supplies, teacher resources and other needed educational materials-$68,425
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA DUHIGGPresident-$0--
HEATHER WEHRVice President-$0--
HANG LOMBARDTreasurer-$0--
MIRANDA DYERSecretary-$0--
LIZ HOLLERNSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book fair----
Other----
Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress Bain Elementary School PTA
EIN
58-1647052
Phone
9803436915
Address
11524 Bain School Road, Charlotte, NC 27227

Signing Officer

Name
Hang Lombard
Title
Treasurer
Phone
9803436915
Signed
2015-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Davies Goldstein & Associates CPA's PLLC
Address
PO Box 156, Matthews, NC 28106
Preparer
Jeffrey Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Bank fee refund 15. Sales tax refund 618. Misc 73.”

Form 990EZ, Part I, Line 16

“Operating expenses 922. Depreciation 434. Bonding 290. Membership 1530. Penalty 3527. Prior year difference 3758.”

Form 990, Part IX, Line 24F

“Annual funding committee operating special projects”

Raw XML Appendix162 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/BenefitsPaidToOrForMembersAmt068425
IRS990EZ/BooksInCareOfDetail/PersonNm0HANG LOMBARD
IRS990EZ/BooksInCareOfDetail/PhoneNum09803436915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011524 Bain School Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057704
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054128
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032045
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4010
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0950
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059223
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055213
IRS990EZ/FundraisingGrossIncomeAmt068183
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0118728
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt01519
IRS990EZ/LandAndBuildingsGrp/EOYAmt01085
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02025
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059223
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055213
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059223
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055213
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GINA DUHIGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER WEHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HANG LOMBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIRANDA DYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LIZ HOLLERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010461
IRS990EZ/OtherRevenueTotalAmt0706
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide books, advanced technology, equipment and other educational material to Bain Elementary School students
IRS990EZ/ProgramServiceRevenueAmt015769
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bain Elementary School has approximately 950 students. The PTA provided books, activities, supplies, teacher resources and other needed educational materials
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068425
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042902
IRS990EZ/SpecialEventsNetIncomeLossAmt025281
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079836
IRS990EZ/TotalProgramServiceExpensesAmt068425
IRS990EZ/TotalRevenueAmt075826
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://bainpta.cmswikispaces.net
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt078862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0209166
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0204
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0315553
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0204
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0369
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0524719
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0142227
IRS990ScheduleA/Total509Grp/TotalAmt0524719
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0525088
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEE REFUND 15. SALES TAX REFUND 618. MISC 73.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATING EXPENSES 922. DEPRECIATION 434. BONDING 290. MEMBERSHIP 1530. PENALTY 3527. PRIOR YEAR DIFFERENCE 3758.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL FUNDING COMMITTEE OPERATING SPECIAL PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANG LOMBARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803436915
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA North Carolina Congress Bain Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0581647052
ReturnHeader/Filer/PhoneNum09803436915
ReturnHeader/Filer/USAddress/AddressLine1Txt011524 Bain School Road
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davies Goldstein & Associates CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02015-09-01T08:40:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,213
Liabilities
$0
Net assets
$55,213
Revenue
$75,826
Expenses
$79,836
Net income
-$4,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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