Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2016 • EIN 58-1647052

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 05, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.1%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$86,324

Up $31,111 (+56%) from 2015

Net Assets

Up

$86,324

Up $31,111 (+56%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$81,179

Up $5,353 (+7.1%) from 2015

Expenses

Down

$50,068

Down $29,768 (-37%) from 2015

Net Income

Up

$31,111

Up $35,121 (+876%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$86,324
Liabilities$0
Net Assets$86,324

Operations Trend

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

2016

Revenue$81,179
Expenses$50,068
Net Income$31,111
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 5, 2016
Return Version
2015v2.1
Gross Receipts
$184,204
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-$46,694
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY PICKARDPresidentPT$0--
LEXI MCKINNEYVice PresidentPT$0--
EMILY D'ELIATreasurerPT$0--
REBECCA MACESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book fair$25,356$25,356$33,676$-8,320
Spirit Wear$12,015$12,015$11,121$894
Total Events$55,983$55,983$58,381$-2,398
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
EMILY D'ELIA
Title
Treasurer
Phone
9803436915
Signed
2016-07-05
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 6.

Form 990EZ, Part I, Line 8

Sales tax refund 5349.

Form 990EZ, Part I, Line 16

Operating expenses 892.

Form 990EZ, Part I, Line 16

Bonding 355.

Form 990EZ, Part I, Line 16

Membership 1118.

Form 990EZ, Part I, Line 16

Depreciation 434.

Form 990, Part IX, Line 24E

annual funding

Form 990, Part IX, Line 24E

committee

Form 990, Part IX, Line 24E

operating

Form 990, Part IX, Line 24E

special projects

Raw XML Appendix184 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/BenefitsPaidToOrForMembersAmt046694
IRS990EZ/BooksInCareOfDetail/PersonNm0EMILY D'ELIA
IRS990EZ/BooksInCareOfDetail/PhoneNum09803436915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011524 Bain School Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054128
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011762
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031111
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0575
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055213
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086324
IRS990EZ/FundraisingGrossIncomeAmt0146376
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0184204
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0118
IRS990EZ/LandAndBuildingsGrp/BOYAmt01085
IRS990EZ/LandAndBuildingsGrp/EOYAmt0651
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01336
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055213
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086324
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055213
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086324
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SALLY PICKARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEXI MCKINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY D'ELIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA MACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02799
IRS990EZ/OtherRevenueTotalAmt05355
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide books, advanced technology, equipment and other educational material to Bain Elementary School students
IRS990EZ/ProgramServiceRevenueAmt019257
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bain Elementary School has approximately 950 students. The PTA provided books, activities, supplies, teacher resources and other needed educational materials
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046694
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0103025
IRS990EZ/SpecialEventsNetIncomeLossAmt043351
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050068
IRS990EZ/TotalProgramServiceExpensesAmt046694
IRS990EZ/TotalRevenueAmt081179
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://bainpta.cmswikispaces.net
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt062761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0142066
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0146376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0398564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0165
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0540630
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0158138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120659
IRS990ScheduleA/Total509Grp/TotalAmt0540630
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0540795
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058381
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Wear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055983
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2398
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013584
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058381
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank fee refund 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sales tax refund 5349.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Operating expenses 892.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bonding 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership 1118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6annual funding
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7committee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8operating
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9special projects
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY D'ELIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803436915
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-05
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/PreparationDt02016-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02016-07-11T13:11:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings