Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2016 • EIN 58-1952391

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 22, 2016

Organization ProfileN/A
21 16th Ave NWHickory, NC 28601

(828) 324-7049

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

17th percentile

-18%

Higher net margin than 17% 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

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$3,443

Down $2,709 (-44%) from 2015

Net Assets

Down

$3,443

Down $2,709 (-44%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin17th percentile

Revenue

Down

$14,714

Down $4,368 (-23%) from 2015

Expenses

Down

$17,423

Down $11,017 (-39%) from 2015

Net Income

Up

-$2,709

Up $6,649 (+71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $12,426Liabilities 2011: $02011Assets 2012: $6,552Liabilities 2012: $02012Assets 2014: $15,510Net Assets 2014: $15,5102014Assets 2015: $6,152Net Assets 2015: $6,1522015Assets 2016: $3,443Liabilities 2016: $0Net Assets 2016: $3,4432016Assets 2017: $9,489Net Assets 2017: $9,4892017

Highlighted filing

2016

Assets$3,443
Liabilities$0
Net Assets$3,443
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $38,228Expenses 2011: $32,641Net Income 2011: $5,5872011Revenue 2012: $51,283Expenses 2012: $32,305Net Income 2012: $18,9782012Revenue 2014: $40,216Expenses 2014: $32,130Net Income 2014: $8,0862014Revenue 2015: $19,082Expenses 2015: $28,440Net Income 2015: -$9,3582015Revenue 2016: $14,714Expenses 2016: $17,423Net Income 2016: -$2,7092016Revenue 2017: $23,301Expenses 2017: $17,257Net Income 2017: $6,0442017

Highlighted filing

2016

Revenue$14,714
Expenses$17,423
Net Income-$2,709
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 22, 2016
Return Version
2015v2.1
Gross Receipts
$35,459
Mission and Program Overview

Mission

Parent teacher association for schools

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ASSOCIATION FOR SCHOOLS-$15,595
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH BAKERPresident-$0--
APRIL MUMYVice Preside-$0--
SALEM WOODTreasurer-$0--
LESLIE HEFFRONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$16,718$16,718$18,106$-1,388
Total Events$16,718$16,718$18,106$-1,388
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
58-1952391
Phone
8283247049
Address
21 16TH AVE NW, HICKORY, NC 28601

Signing Officer

Name
April Mumy
Title
Vice President
Phone
8283247049
Signed
2016-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Stephen P Priestley CPA Pllc
Address
200 1ST AVE NW STE 303B, HICKORY, NC 28601-6113
Preparer
Stephen P Priestley
Phone
8288559414
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“School store cost of goods sold 658 yearbook sales cost of goods sold 2,499 expenses 315 bank fees 48 classroom enrichment 5,906 pta hospitality 434 medical supplies 59 science festival 752 dance team 117 humanitarian 446 5th grade graduation 150 pe equipment 996 library/media 2,418 field day 60 school clubs 250 landscaping/playground 850 pta dues- council 25 pta dues- national & stat 452 total 16,435”

Raw XML Appendix142 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/PersonNm0APRIL MUMY
IRS990EZ/BooksInCareOfDetail/PhoneNum08283247049
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021 16TH AVE NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HICKORY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06152
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03443
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04584
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2709
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03443
IRS990EZ/FundraisingGrossIncomeAmt026882
IRS990EZ/GrossReceiptsAmt035459
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03443
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03443
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1APRIL MUMY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SALEM WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LESLIE HEFFRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016435
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION FOR SCHOOLS
IRS990EZ/PrintingPublicationsPostageAmt0988
IRS990EZ/ProgramServiceRevenueAmt03990
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT TEACHER ASSOCIATION FOR SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015595
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020745
IRS990EZ/SpecialEventsNetIncomeLossAmt06137
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017423
IRS990EZ/TotalProgramServiceExpensesAmt015595
IRS990EZ/TotalRevenueAmt014714
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0147710
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0177941
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051259
IRS990ScheduleA/Total509Grp/TotalAmt0177941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051259
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0177941
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018106
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016718
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1388
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018106
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL STORE COST OF GOODS SOLD 658 YEARBOOK SALES COST OF GOODS SOLD 2,499 EXPENSES 315 BANK FEES 48 CLASSROOM ENRICHMENT 5,906 PTA HOSPITALITY 434 MEDICAL SUPPLIES 59 SCIENCE FESTIVAL 752 DANCE TEAM 117 HUMANITARIAN 446 5TH GRADE GRADUATION 150 PE EQUIPMENT 996 LIBRARY/MEDIA 2,418 FIELD DAY 60 SCHOOL CLUBS 250 LANDSCAPING/PLAYGROUND 850 PTA DUES- COUNCIL 25 PTA DUES- NATIONAL & STAT 452 TOTAL 16,435
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL MUMY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08283247049
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0581952391
ReturnHeader/Filer/PhoneNum08283247049
ReturnHeader/Filer/USAddress/AddressLine1Txt021 16TH AVE NW
ReturnHeader/Filer/USAddress/CityNm0HICKORY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462893888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN P PRIESTLEY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 1ST AVE NW STE 303B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286016113
ReturnHeader/PreparerPersonGrp/PhoneNum08288559414
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02016-09-23T08:21:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,443
Liabilities
$0
Net assets
$3,443
Revenue
$14,714
Expenses
$17,423
Net income
-$2,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.49$9.49$23.3$17.3$6.04
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$14.7$17.4$2.71
2015Detailed filing. Detailed filing data is available for this year.$6.15$6.15$19.1$28.4$9.36
2014Detailed filing. Detailed filing data is available for this year.$15.5$15.5$40.2$32.1$8.09
2012Summary only. Only limited summary data is available for this year.$6.55$0.00$51.3$32.3$19.0
2011Summary only. Only limited summary data is available for this year.$12.4$0.00$38.2$32.6$5.59