Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 58-1647052

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 05, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

2010%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-61%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

$33,321

Down $53,003 (-61%) from 2016

Net Assets

Down

$33,321

Down $53,003 (-61%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

-$2,637

Down $83,816 (-103%) from 2016

Expenses

Up

$50,366

Up $298 (+0.6%) from 2016

Net Income

Down

-$53,003

Down $84,114 (-270%) from 2016

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

2017

Assets$33,321
Liabilities$0
Net Assets$33,321

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

2017

Revenue-$2,637
Expenses$50,366
Net Income-$53,003
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 5, 2017
Return Version
2016v3.0
Gross Receipts
$174,548
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-$46,271
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$23,304$23,304$23,263$41
Spirit Wear$6,688$6,688$6,741$-53
Total Events$43,488$43,488$42,479$1,009
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
2017-07-05
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

Sales tax refund 5711.

Form 990EZ, Part I, Line 16

Operating expenses 257.

Form 990EZ, Part I, Line 16

Bonding 355.

Form 990EZ, Part I, Line 16

Membership 1465.

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 Appendix190 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/BenefitsPaidToOrForMembersAmt046271
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/BOYAmt085673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033104
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09555
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-53003
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033321
IRS990EZ/FundraisingGrossIncomeAmt0132310
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0174548
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt068
IRS990EZ/LandAndBuildingsGrp/BOYAmt0651
IRS990EZ/LandAndBuildingsGrp/EOYAmt0217
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01795
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033321
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033321
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/OtherExpensesTotalAmt02511
IRS990EZ/OtherRevenueTotalAmt05711
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide books, advanced technology, equipment and other educational material to Bain Elementary School students
IRS990EZ/PrintingPublicationsPostageAmt0984
IRS990EZ/ProgramServiceRevenueAmt025109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bain Elementary School has approximately 950 students. The PTA provided books, activities, supplies, teacher resources and other needed educational materials
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046271
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0177185
IRS990EZ/SpecialEventsNetIncomeLossAmt0-44875
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050366
IRS990EZ/TotalProgramServiceExpensesAmt046271
IRS990EZ/TotalRevenueAmt0-2637
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://bainpta.cmswikispaces.net
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090655
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0132310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0146376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0472976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0160
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0563631
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0158138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085018
IRS990ScheduleA/Total509Grp/TotalAmt0563631
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0563791
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042479
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Wear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043488
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01009
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012475
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042479
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023263
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales tax refund 5711.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Operating expenses 257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bonding 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership 1465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5annual funding
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6committee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7operating
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8special projects
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY D'ELIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09803436915
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06DA0C3F23B10823B03E195625D67E6E7D154F099
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EE18637D08F5311254A42021F7F05A27788FDAB1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.238.86
ReturnHeader/FilingSecurityInformation/IPDt02017-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:31:45
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/PreparationDt02017-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02017-07-20T08:31:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits